Jun. 4 at 10:32 AM
$BMEA Great! Thanks for sharing!
Confirming the LLY news from CNBC, the M&A frenzy is officially here.
$NVO,
$RHHBY,
$NVS ,
$PFE AND many others are all looking to diversify beyond injectable peptides. Biomea is the most disruptive play in the space with its oral covalent menin inhibitor. They aren't just managing symptoms; they are targeting the root cause of diabetes. The fact that
$BMEA would still be valued under
$1B after a 10x move is absurd. With the current 'arms race' in obesity and diabetes, many do not expect a technology this validated to remain independent much longer. Strategic interest is peaking.
In just the last month, Biomea has secured partnerships with 5 of the world's most prestigious diabetes research centers—including Joslin Diabetes Center, Barbara Davis Center, and the University of Leicester. This level of institutional validation in such a short window is unprecedented.
