Biomea Fusion, Inc.

BMEA ·Healthcare, Drug Manufacturers - General, United States
Valuation › AI Valuation

AI Valuation

AI-generated fair value estimate for this company.

AI Fair Value $2.50
Market Price $0.84
Undervalued By 66.3%

Method: Risk-adjusted sum-of-the-parts rather than a cash-flow DCF: $33.95M net cash (about $0.47/share) as a hard floor, plus a heavily probability-weighted NPV of the icovamenib (BMF-219) menin-inhibitor diabetes/obesity pipeline, discounted sharply for near-certain future dilution; 72.48M shares outstanding.

Reasoning: BMEA is pre-revenue with about $47M/yr cash burn and only roughly two quarters of runway, so a conventional DCF is not meaningful; nearly all value is optionality on unproven early-stage clinical data, making a speculative, cash-anchored estimate more honest than a precision-implying DCF number.