BMEA
Biomea Fusion, Inc.
+0.04 (+2.30%)1.78USD416K成交股數129M市值12.7本益比(近四季)69.8股價營收比+3.2%營收年增(近四季)2026-11-03下次財報
內部人交易 SEC Form 4 · 董事、高階主管與持股 10% 以上股東 · 交易後兩個營業日內申報
買賣點與股價近一年
● 公開市場買進 · ● 公開市場賣出 · 空心 = 10b5-1 預設計畫(事先排程,不代表當下看法)。近一年,只畫 P / S 兩種代碼。
統計
| 近 90 天 買進筆數 · 金額 · 人數 | 0 · 0.00 · 0 |
|---|---|
| 近 90 天 賣出筆數 · 金額 · 人數 | 0 · 0.00 · 0 |
| 其中 10b5-1 計畫賣出 | 0 筆 |
| 近 180 天 買進 · 賣出金額 | 0.00 · 0.00 |
| 近 180 天 淨額 | 0.00 |
公開市場買進(P)是內部人自掏腰包,通常比賣出更有資訊含量 —— 賣出的理由很多(繳稅、分散、買房),買進的理由只有一個。
10b5-1 是事先排定的交易計畫,執行時點不反映當下看法。獲配股票(A)、繳稅扣股(F)、選擇權執行(M)是薪酬流程,不是意見。
| 交易日 | 申報日 | 申報人 | 職稱 | 代碼 | 股數 | 價格 | 金額 | 交易後持股 | 原件 |
|---|---|---|---|---|---|---|---|---|---|
| 2025-12-31 | 02-06 | Erdtmann Rainer M | See Remarks | G 贈與 | 50.0K | – | – | 622K | SEC |
| 2025-12-31 | 02-06 | Erdtmann Rainer M | See Remarks | G 贈與 | 50.6K | – | – | 672K | SEC |
| 2025-12-31 | 02-06 | Erdtmann Rainer M | See Remarks | G 贈與 | 50.0K | – | – | 70.0K | SEC |
| 2025-12-31 | 02-06 | Erdtmann Rainer M | See Remarks | G 贈與 | 50.0K | – | – | 572K | SEC |
| 2025-12-31 | 02-06 | Erdtmann Rainer M | See Remarks | G 贈與 | 50.0K | – | – | 70.0K | SEC |
| 2025-12-31 | 02-06 | Erdtmann Rainer M | See Remarks | G 贈與 | 50.6K | – | – | 70.0K | SEC |
| 2025-12-11 | 12-15 | Erdtmann Rainer M | See Remarks | P 公開市場買進 | 30.0K | 1.43 | 43K | 723K | SEC |
| 2025-12-02 | 12-04 | Hitchcock Michael J.M. | Interim CEO | P 公開市場買進 | 100K | 0.99 | 99K | 115K | SEC |
| 2025-12-01 | 12-02 | Erdtmann Rainer M | See Remarks | P 公開市場買進 | 10.0K | 1.05 | 11K | 693K | SEC |
| 2025-11-28 | 12-02 | Erdtmann Rainer M | See Remarks | P 公開市場買進 | 40.0K | 1.10 | 44K | 683K | SEC |
| 2025-01-31 | 08-13 | Erdtmann Rainer M | See Remarks | G 贈與 | 10.0K | – | – | 653K | SEC |
| 2025-01-31 | 08-13 | Erdtmann Rainer M | See Remarks | G 贈與 | 10.0K | – | – | 663K | SEC |
| 2025-01-31 | 08-13 | Erdtmann Rainer M | See Remarks | G 贈與 | 10.0K | – | – | 19.4K | SEC |
| 2025-01-31 | 08-13 | Erdtmann Rainer M | See Remarks | G 贈與 | 10.0K | – | – | 20.0K | SEC |
| 2025-01-31 | 08-13 | Erdtmann Rainer M | See Remarks | G 贈與 | 10.0K | – | – | 643K | SEC |
| 2025-01-31 | 08-13 | Erdtmann Rainer M | See Remarks | G 贈與 | 10.0K | – | – | 20.0K | SEC |
| 2025-01-28 | 08-13 | Erdtmann Rainer M | See Remarks | G 贈與 | 40.0K | – | – | 673K | SEC |
| 2024-11-30 | 12-02 | Valle Franco | Chief Financial Officer | A 獲配股票 | 495 | 6.15 | 3K | 43.0K | SEC |
| 2024-09-30 | 10-01 | Hitchcock Michael J.M. | Director | P 公開市場買進 | 10.0K | 10.06 | 101K | 15.0K | SEC |
| 2024-06-11 | 06-12 | Valle Franco | Chief Financial Officer | P 公開市場買進 | 12.5K | 4.43 | 55K | 42.5K | SEC |
| 2024-05-31 | 06-12 | Frias Juan Pablo | Chief Medical Officer | A 獲配股票 | 349 | 8.94 | 3K | 349 | SEC |
| 2024-05-31 | 06-12 | Valle Franco | Chief Financial Officer | A 獲配股票 | 4.4K | 3.78 | 17K | 30.0K | SEC |
| 2023-12-29 | 01-03 | Erdtmann Rainer M | President and COO | G 贈與 | 3.0K | – | – | 731K | SEC |
| 2023-12-29 | 01-03 | Erdtmann Rainer M | President and COO | G 贈與 | 12.0K | – | – | 713K | SEC |
| 2023-12-29 | 01-03 | Erdtmann Rainer M | President and COO | G 贈與 | 3.0K | – | – | 9.4K | SEC |
| 2023-12-29 | 01-03 | Erdtmann Rainer M | President and COO | G 贈與 | 3.0K | – | – | 728K | SEC |
| 2023-12-29 | 01-03 | Erdtmann Rainer M | President and COO | G 贈與 | 3.0K | – | – | 10.0K | SEC |
| 2023-12-29 | 01-03 | Erdtmann Rainer M | President and COO | G 贈與 | 3.0K | – | – | 725K | SEC |
| 2023-12-29 | 01-03 | Erdtmann Rainer M | President and COO | G 贈與 | 3.0K | – | – | 10.0K | SEC |
| 2023-11-30 | 12-01 | Valle Franco | Chief Financial Officer | A 獲配股票 | 1.3K | 3.78 | 5K | 25.5K | SEC |
| 2023-06-01 | 06-02 | A2A Pharmaceuticals, Inc. | TenPercentOwner | S 公開市場賣出 | 50.0K | 34.56 | 1.7M | 3.5M | SEC |
| 2023-05-31 | 06-02 | Valle Franco | Chief Financial Officer | A 獲配股票 | 4.3K | 3.78 | 16K | 24.2K | SEC |
| 2023-05-31 | 06-02 | A2A Pharmaceuticals, Inc. | TenPercentOwner | S 公開市場賣出 | 75.0K | 33.81 | 2.5M | 3.5M | SEC |
| 2023-05-12 | 05-17 | A2A Pharmaceuticals, Inc. | TenPercentOwner | S 公開市場賣出 | 25.0K | 33.84 | 846K | 3.6M | SEC |
| 2023-05-09 | 05-10 | A2A Pharmaceuticals, Inc. | TenPercentOwner | S 公開市場賣出 | 150K | 34.50 | 5.2M | 3.6M | SEC |
| 2023-05-08 | 05-10 | A2A Pharmaceuticals, Inc. | TenPercentOwner | S 公開市場賣出 | 100K | 33.99 | 3.4M | 3.8M | SEC |
| 2023-04-20 | 04-26 | A2A Pharmaceuticals, Inc. | TenPercentOwner | S 公開市場賣出 | 200K | 29.12 | 5.8M | 3.9M | SEC |
| 2023-03-31 | 04-06 | A2A Pharmaceuticals, Inc. | TenPercentOwner | S 公開市場賣出 | 200K | 31.25 | 6.3M | 4.1M | SEC |
| 2023-03-31 | 04-06 | A2A Pharmaceuticals, Inc. | TenPercentOwner | S 公開市場賣出 | 200K | 31.25 | 6.3M | 4.1M | SEC |
| 2023-03-30 | 04-03 | Cormorant Global Healthcare Master Fund, LP | TenPercentOwner | P 公開市場買進 | 400K | 30.00 | 12.0M | 3.6M | SEC |
| 2023-03-30 | 04-03 | Cormorant Asset Management, LP | TenPercentOwner | P 公開市場買進 | 400K | 30.00 | 12.0M | 3.6M | SEC |
| 2023-03-30 | 04-03 | Chen Bihua | Director,TenPercentOwner | P 公開市場買進 | 400K | 30.00 | 12.0M | 3.6M | SEC |
| 2023-03-30 | 04-03 | Cormorant Private Healthcare Fund III LP | TenPercentOwner | P 公開市場買進 | 400K | 30.00 | 12.0M | 3.6M | SEC |
| 2022-12-28 | 02-10 | Erdtmann Rainer M | President & COO | G 贈與 | 4.0K | – | – | 6.4K | SEC |
| 2022-12-28 | 02-10 | Erdtmann Rainer M | President & COO | G 贈與 | 4.0K | – | – | 808K | SEC |
| 2022-12-28 | 02-10 | Erdtmann Rainer M | President & COO | G 贈與 | 70.0K | – | – | 734K | SEC |
| 2022-12-28 | 02-10 | Erdtmann Rainer M | President & COO | G 贈與 | 4.0K | – | – | 7.0K | SEC |
| 2022-12-28 | 02-10 | Erdtmann Rainer M | President & COO | G 贈與 | 4.0K | – | – | 804K | SEC |
| 2022-12-28 | 02-10 | Erdtmann Rainer M | President & COO | G 贈與 | 4.0K | – | – | 7.0K | SEC |
| 2022-12-28 | 02-10 | Erdtmann Rainer M | President & COO | G 贈與 | 4.0K | – | – | 812K | SEC |
| 2022-11-30 | 12-02 | Valle Franco | Chief Financial Officer | A 獲配股票 | 2.5K | 3.78 | 10K | 19.9K | SEC |
| 2022-11-14 | 11-16 | Hitchcock Michael J.M. | Director | P 公開市場買進 | 5.0K | 7.93 | 40K | 5.0K | SEC |
| 2022-11-11 | 11-14 | Valle Franco | Chief Financial Officer | P 公開市場買進 | 4.1K | 7.63 | 31K | 17.4K | SEC |
| 2022-08-19 | 02-10 | Erdtmann Rainer M | President & COO | G 贈與 | 16.0K | – | – | 816K | SEC |
| 2022-08-16 | 02-10 | Erdtmann Rainer M | President & COO | G 贈與 | 17.1K | – | – | 832K | SEC |
| 2022-08-16 | 08-19 | A2A Pharmaceuticals, Inc. | TenPercentOwner | P 公開市場買進 | 30.7K | 13.87 | 426K | 4.3M | SEC |
| 2022-07-21 | 07-25 | A2A Pharmaceuticals, Inc. | TenPercentOwner | S 公開市場賣出 | 34.7K | 11.21 | 389K | 4.3M | SEC |
| 2022-07-01 | 02-10 | Erdtmann Rainer M | President & COO | G 贈與 | 100K | – | – | 849K | SEC |
| 2022-06-24 | 06-28 | A2A Pharmaceuticals, Inc. | TenPercentOwner | S 公開市場賣出 | 34.7K | 11.76 | 408K | 4.4M | SEC |
| 2022-06-01 | 06-03 | Biomea Health, LLC | TenPercentOwner | J 其他 | 4.4M | – | – | 0 | SEC |
| 2022-05-31 | 06-01 | Valle Franco | Chief Financial Officer | A 獲配股票 | 3.3K | 4.67 | 15K | 13.3K | SEC |
| 2022-01-14 | 01-18 | Valle Franco | Chief Financial Officer | P 公開市場買進 | 10.0K | 8.68 | 87K | 10.0K | SEC |
| 2021-09-17 | 09-21 | Stergiopoulos Sotirios | Director | P 公開市場買進 | 34.7K | 10.96 | 380K | 4.4M | SEC |
| 2021-09-17 | 09-21 | A2A Pharmaceuticals, Inc. | TenPercentOwner | P 公開市場買進 | 34.7K | 10.96 | 380K | 4.4M | SEC |
| 2021-08-23 | 08-25 | Butler Thomas Andrew | CEO | P 公開市場買進 | 24.0K | 13.20 | 317K | 228K | SEC |
| 2021-08-23 | 08-25 | Erdtmann Rainer M | President & COO | P 公開市場買進 | 24.0K | 13.20 | 317K | 228K | SEC |
| 2021-08-18 | 08-19 | Butler Thomas Andrew | CEO | P 公開市場買進 | 14.0K | 10.77 | 151K | 204K | SEC |
| 2021-08-18 | 08-19 | Erdtmann Rainer M | President & COO | P 公開市場買進 | 14.0K | 10.77 | 151K | 204K | SEC |
| 2021-08-17 | 08-19 | Erdtmann Rainer M | President & COO | P 公開市場買進 | 14.0K | 10.79 | 151K | 190K | SEC |
| 2021-08-17 | 08-19 | Butler Thomas Andrew | CEO | P 公開市場買進 | 14.0K | 10.79 | 151K | 190K | SEC |
| 2021-04-20 | 04-22 | Cormorant Private Healthcare Fund III LP | TenPercentOwner | P 公開市場買進 | 900K | 17.00 | 15.3M | 3.2M | SEC |
| 2021-04-20 | 04-22 | Chen Bihua | Director | C 轉換 | 2.3M | – | – | 2.3M | SEC |
| 2021-04-20 | 04-22 | Chen Bihua | Director | P 公開市場買進 | 900K | 17.00 | 15.3M | 3.2M | SEC |
| 2021-04-20 | 04-22 | Cormorant Global Healthcare Master Fund, LP | TenPercentOwner | C 轉換 | 2.3M | – | – | 2.3M | SEC |
| 2021-04-20 | 04-22 | Cormorant Global Healthcare Master Fund, LP | TenPercentOwner | P 公開市場買進 | 900K | 17.00 | 15.3M | 3.2M | SEC |
| 2021-04-20 | 04-22 | Cormorant Private Healthcare Fund III LP | TenPercentOwner | C 轉換 | 2.3M | – | – | 2.3M | SEC |
| 2021-04-20 | 04-22 | Cormorant Asset Management, LP | TenPercentOwner | C 轉換 | 2.3M | – | – | 2.3M | SEC |
| 2021-04-20 | 04-22 | Cormorant Asset Management, LP | TenPercentOwner | P 公開市場買進 | 900K | 17.00 | 15.3M | 3.2M | SEC |
| 2021-04-15 | 02-10 | Erdtmann Rainer M | President and COO | P 公開市場買進 | 3.0K | 17.00 | 51K | 3.0K | SEC |
| 2021-04-15 | 02-10 | Erdtmann Rainer M | President and COO | P 公開市場買進 | 3.0K | 17.00 | 51K | 3.0K | SEC |
機構持股(13F) 管理規模 1 億美元以上的機構,每季末後 45 天內申報 · 最新 2026-06-30
前 25 大持有機構季末市值 · 與前一季股數比較
| 機構 | 持股 | 季末市值 | 股數季變化 | 動作 |
|---|---|---|---|---|
| FMR LLC | 8.8M | 13.0M | 新進 | 新進 |
| VANGUARD CAPITAL MANAGEMENT LLC | 2.8M | 4.2M | 新進 | 新進 |
| MARSHALL WACE, LLP | 2.0M | 3.0M | 新進 | 新進 |
| Aisling Capital Management LP | 2.0M | 3.0M | 新進 | 新進 |
| 文藝復興 RENAISSANCE TECHNOLOGIES LLC | 1.5M | 2.1M | 新進 | 新進 |
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. | 723K | 1.1M | 新進 | 新進 |
| BlackRock, Inc. | 715K | 1.1M | 新進 | 新進 |
| GEODE CAPITAL MANAGEMENT, LLC | 709K | 1.0M | 新進 | 新進 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 613K | 901K | 新進 | 新進 |
| Mariner, LLC | 595K | 874K | 新進 | 新進 |
| JANE STREET GROUP, LLC | 458K | 674K | 新進 | 新進 |
| UBS Group AG | 445K | 654K | 新進 | 新進 |
| XTX Topco Ltd | 407K | 598K | 新進 | 新進 |
| Two Sigma TWO SIGMA INVESTMENTS, LP | 384K | 565K | 新進 | 新進 |
| MORGAN STANLEY | 367K | 540K | 新進 | 新進 |
| VANGUARD FIDUCIARY TRUST CO | 338K | 497K | 新進 | 新進 |
| MAI Capital Management | 289K | 425K | 新進 | 新進 |
| STATE STREET CORP | 257K | 378K | 新進 | 新進 |
| LMR Partners LLP | 200K | 261K | 新進 | 新進 |
| NORTHERN TRUST CORP | 129K | 189K | 新進 | 新進 |
| Headlands Technologies LLC | 111K | 164K | 新進 | 新進 |
| Marex Group Ltd | 100K | 147K | 新進 | 新進 |
| GOLDMAN SACHS GROUP INC | 93.8K | 138K | 新進 | 新進 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 84.6K | 124K | 新進 | 新進 |
| Jain Global LLC | 75.7K | 111K | 新進 | 新進 |
持有機構數近 12 季
每季 13F 申報中持有本股的機構家數;綠柱 = 比上季少。機構數是「有多少人在船上」,不是「買了多少」。
| 持有機構 · 季變化 | 62 -3 |
|---|---|
| 新進 / 出清 / 加碼 / 減碼 | 62 / 0 / 0 / 0 |
| 機構合計持股 · 佔流通股 | 25.3M · 34.8% |
| 合計季末市值 | 36.5M |
13F 只申報多頭部位(含可轉債與選擇權,選擇權這裡已排除),不申報放空,也不申報 1 億美元以下的機構。同一集團多個申報主體會各算一家。
放空餘額 FINRA 每月兩次(15 日與月底結算)· 最新 2026-08-31
空單佔流通股近 13 個月
FINRA 每月兩次結算的空單餘額佔流通股數的比例,近 13 個月。滑到柱子看股數與回補天數。
最新一期
| 空單股數 | 11.9M |
|---|---|
| 與上期比 | +21.7% |
| 佔流通股數 | 16.49% |
| 日均成交量 | 2.4M |
| 回補天數 | 5.0 天 |
空單佔比 10% 以上算高、20% 以上算很高(這是通行的說法,不是本站的判斷)。回補天數 = 空單 ÷ 日均量,天數愈長,空方要出場時愈容易推升股價。
放空餘額是「有人借股票賣掉還沒還」的存量,不代表看空的人正在加碼;避險基金做多空配對時也會產生空單。
| 結算日 | 空單股數 | 與上期比 | 佔流通股 | 日均量 | 回補天數 |
|---|---|---|---|---|---|
| 2026-08-31 | 11.9M | +21.7% | 16.49% | 2.4M | 5.0 |
| 2026-08-14 | 9.8M | -2.0% | 13.55% | 470K | 20.9 |
| 2026-07-31 | 10.0M | -4.1% | 13.82% | 439K | 22.8 |
| 2026-07-15 | 10.4M | -24.4% | 14.42% | 1.1M | 9.9 |
| 2026-06-30 | 13.8M | -0.9% | 19.08% | 948K | 14.6 |
| 2026-06-15 | 14.0M | -3.6% | 19.26% | 1.1M | 12.5 |
| 2026-05-29 | 14.5M | +0.6% | 19.98% | 1.0M | 14.5 |
| 2026-05-15 | 14.4M | +0.3% | 19.87% | 1.4M | 10.6 |
| 2026-04-30 | 14.4M | +1.9% | 19.81% | 1.8M | 8.0 |
| 2026-04-15 | 14.1M | +10.3% | 19.44% | 2.1M | 6.7 |
| 2026-03-31 | 12.8M | +5.1% | 17.62% | 1.7M | 7.6 |
| 2026-03-13 | 12.2M | +7.3% | 16.77% | 872K | 13.9 |
| 2026-02-27 | 11.3M | +0.1% | 15.63% | 769K | 14.7 |
| 2026-02-13 | 11.3M | +11.3% | 15.60% | 1.1M | 10.2 |
| 2026-01-30 | 10.2M | +6.0% | 14.02% | 1.1M | 9.2 |
| 2026-01-15 | 9.6M | +1.3% | 13.22% | 1.5M | 6.5 |
| 2025-12-31 | 9.5M | +1.0% | 13.06% | 887K | 10.7 |
| 2025-12-15 | 9.4M | +11.1% | 12.93% | 2.0M | 4.6 |
| 2025-11-28 | 8.4M | +2.1% | 11.64% | 1.4M | 6.2 |
| 2025-11-14 | 8.3M | -2.4% | 11.40% | 982K | 8.4 |
| 2025-10-31 | 8.5M | -2.1% | 11.68% | 1.9M | 4.4 |
| 2025-10-15 | 8.7M | +11.6% | 11.94% | 5.0M | 1.7 |
| 2025-09-30 | 7.8M | -0.9% | 10.69% | 779K | 10.0 |
| 2025-09-15 | 7.8M | -2.8% | 10.79% | 558K | 14.0 |
| 2025-08-29 | 8.0M | -3.6% | 11.10% | 565K | 14.2 |
| 2025-08-15 | 8.3M | +0.6% | 11.51% | 752K | 11.1 |