Biomea Fusion, Inc. BMEA

Competitive advantage analysis · healthcare

Corporate Default
Overall moat score
33/100
Developing

About Biomea Fusion, Inc.

Biomea Fusion, Inc., a clinical-stage diabetes and obesity medicines company, focuses on the discovery and development of oral covalent small molecule drugs to treat patients with metabolic diseases in the United States. It's lead product candidate icovamenib, an orally bioavailable, potent, and covalent inhibitor of menin, a ubiquitously expressed scaffold protein that functions in histone modification and epigenetic gene regulation … Full BMEA analysis →

Competitive advantage assessment

Key risks

  • ROIC Below WACC or Peers ROIC at 9.1th percentile suggests inefficient capital deployment.
  • Weak or Negative Cash Flow Cash generation is weak (score 0.00), limiting financial flexibility.

The dashed ring is the peer median. Defense scores are percentile ranks against peers, so 50 is roughly the typical company in this group.

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Pricing Power

Insufficient Data
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Where BMEA ranks in Biotechnology

Biomea Fusion, Inc. ranks #471 of 713 scored companies in Biotechnology by moat score — the top 66%. The widest moat in the group is Royalty Pharma plc (RPRX) at 85/100.

Moat scores for companies ranked near BMEA in Biotechnology
# Company Moat score Rating
467 Trevena, Inc. TRVN 33/100 Developing
468 Adial Pharmaceuticals, Inc ADIL 33/100 Developing
469 Lixte Biotechnology Holdings, I LIXTW 33/100 Developing
470 Semper Paratus Acquisition Corp TVGNW 33/100 Developing
471 Biomea Fusion, Inc. BMEA 33/100 Developing
472 PMGC Holdings Inc. ELAB 33/100 Developing
473 Lisata Therapeutics, Inc. LSTA 33/100 Developing
474 Candel Therapeutics, Inc. CADL 33/100 Developing
475 Tevogen Bio Holdings Inc. TVGN 33/100 Developing

See every Biotech / Pre-Revenue company ranked by moat score →

How BMEA scores on the Corporate Default defenses

Pricing Power

Not measurable · 20% of the moat score

Pricing power is the ability to raise prices without losing volume.

Cost Advantage

Not measurable · 15% of the moat score

A cost advantage means delivering the same product for structurally less — better purchasing, denser distribution, a more automated process.

Customer Stickiness

Not measurable · 15% of the moat score

Stickiness is what makes revenue repeat without being re-won every year.

Capital Efficiency

Score 23 · 18% of the moat score

Capital efficiency asks what the company earns on the money tied up in the business.

Resilience

Score 49 · 17% of the moat score

Resilience is the capacity to get through a bad year on its own terms — enough liquidity, enough interest cover, and enough cash generation to avoid a rescue financing or a forced sale.

Scale & Market Position

Not measurable · 15% of the moat score

Scale matters only when it converts into economics.

How each Corporate Default defense is measured, in full →

Understanding BMEA's moat

What is Biomea Fusion, Inc.'s moat score?

Biomea Fusion, Inc. (BMEA) scores 33 out of 100 on the StatsAlpha Moat Map, which rates its competitive advantage as developing. It ranks #471 of 713 scored companies in Biotechnology, the top 66%. The score is a weighted composite of 6 competitive defenses, each measured against industry peers of 712 companies in Biotechnology. Its strongest defense is Resilience (49/100) and its weakest is Capital Efficiency (23/100).

How does Biomea Fusion, Inc. compare with other Biotechnology companies?

Biomea Fusion, Inc. ranks #471 of 713 scored companies in Biotechnology by moat score. The widest moat in Biotechnology is Royalty Pharma plc (RPRX) at 85/100. The companies ranked closest are Semper Paratus Acquisition Corp (TVGNW) at 33 just above it and PMGC Holdings Inc. (ELAB) at 33 just below it.

How is the moat score calculated?

Each company is scored with an industry-specific template — Corporate Default in this case, chosen because the defenses that matter to a bank are not the ones that matter to a software company. Every defense combines several financial signals, and each signal is measured as a percentile against a peer group of 712 companies in Biotechnology. The defenses are then weighted to produce the overall score out of 100.

Why is Biomea Fusion, Inc. scored with the Corporate Default template?

Most public companies sell a product or a service at a margin, so the moat question is whether that margin survives contact with competitors. The Corporate template scores the six defenses that show up in a general operating company's financial signature: whether it can hold price, produce more cheaply than rivals, keep its customers, earn a return above its cost of capital, withstand a downturn, and turn size into economics.

Which competitive defenses are measured for Biomea Fusion, Inc.?

The Corporate Default template measures 6 defenses, and BMEA scores: Pricing Power (not measurable), Cost Advantage (not measurable), Customer Stickiness (not measurable), Capital Efficiency (23), Resilience (49), Scale & Market Position (not measurable). Each is scored independently as a percentile against peers, so a company can be strong on one and weak on another — the overall score reflects how those defenses are weighted for this industry.

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