Feb. 11 at 8:55 AM
$BMEA I am accumulating on this stock without thinking, at least up to
$5... target of
$30 within a maximum of 2 years and I think it will be much sooner. Why ?
The Patent Cliffs: Semaglutide (Ozempic) will begin facing generic competition by the early 2030s. For giants like Novo Nordisk or Eli Lilly, a classic Lifecycle Management (LCM) strategy involves developing a proprietary Fixed-Dose Combination (FDC).
A more than realistic scenario is that either
$NVO (Or
$LLY or
$PFE ) will acquire Biomea to launch a single pill combining generic semaglutide + icovamenib.
Result: They secure a fresh 15-to-20-year patent exclusivity window for a product that is significantly more effective than the generic alone.
The GLP-1 market is becoming saturated (Lilly, Novo, Roche, Viking, Amgen). To win, simply inducing weight loss is no longer sufficient. Goal is now to achieve better weight loss (improved quality/body composition) and sustainable results, that is : a "disease-modifying" effect.
