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Bicycle Therapeutics plcNasdaqGS:BCYC Aktienübersicht

Marktkapitalisierung US$303.2m
Aktienkurs
US$4.42
US$12.11
63.5% unterbewertet intrinsischer Abschlag
1Y-45.1%
7D-6.8%
Wert des Portfolios
​
Siehe

Bicycle Therapeutics plc

NasdaqGS:BCYC Lagerbericht

Marktkapitalisierung: US$303.2m

Bicycle Therapeutics (BCYC) Aktienübersicht

Bicycle Therapeutics plc, ein pharmazeutisches Unternehmen in der klinischen Phase, entwickelt eine Klasse von Arzneimitteln für Krankheiten, für die es in den Vereinigten Staaten und im Vereinigten Königreich noch keine Therapeutika gibt. Mehr Details

BCYC grundlegende Analyse
Schneeflocken-Punktzahl
Bewertung2/6
Künftiges Wachstum2/6
Vergangene Leistung0/6
Finanzielle Gesundheit6/6
Dividenden0/6

Belohnungen

Prognostiziertes jährliches Umsatzwachstum 42.7%

Risikoanalyse

Signifikante Insiderverkäufe in den letzten 3 Monaten

Derzeit unrentabel und in den nächsten 3 Jahren nicht rentabel zu werden prognostiziert


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Bicycle Therapeutics plc Wettbewerber

Preisentwicklung & Leistung

Zusammenfassung der Höchst- und Tiefststände sowie der Veränderungen der Aktienkurse für Bicycle Therapeutics
Historische Aktienkurse
Aktueller AktienkursUS$4.42
52-Wochen-HochUS$9.36
52-Wochen-TiefUS$4.24
Beta1.56
1 Monat Veränderung-16.45%
3 Monate Veränderung-20.22%
1 Jahr Veränderung-45.09%
3 Jahre Veränderung-81.86%
5 Jahre Veränderung-85.34%
Veränderung seit IPO-63.17%

Aktuelle Nachrichten und Updates

Analyseartikel • Feb 05

We Think Bicycle Therapeutics (NASDAQ:BCYC) Needs To Drive Business Growth Carefully

There's no doubt that money can be made by owning shares of unprofitable businesses. For example, although Amazon.com...

Recent updates

Analyseartikel • Feb 05

We Think Bicycle Therapeutics (NASDAQ:BCYC) Needs To Drive Business Growth Carefully

There's no doubt that money can be made by owning shares of unprofitable businesses. For example, although Amazon.com...
Seeking Alpha • Oct 15

Bicycle Therapeutics: Looking For Their Niche, Addressing Cash Burn

Summary Bicycle Therapeutics remains a compelling investment, trading below cash value despite promising early data for its lead asset, zelenectide pevedotin. Zelenectide pevedotin shows comparable efficacy to enfortumab vedotin in urothelial cancer, with manageable toxicity and ongoing expansion into other Nectin-4-amplified tumors. BCYC's strong cash position and planned workforce reduction extend the operational runway into 2028, reducing near-term financial risk despite high burn rates. I reaffirm a 'Buy' rating, maintaining cautious optimism as the company advances its late-stage pipeline and awaits key regulatory and clinical catalysts. Read the full article on Seeking Alpha
Analyseartikel • Aug 18

Analysts Just Slashed Their Bicycle Therapeutics plc (NASDAQ:BCYC) EPS Numbers

Market forces rained on the parade of Bicycle Therapeutics plc ( NASDAQ:BCYC ) shareholders today, when the analysts...
Analyseartikel • Aug 13

Analysts Have Lowered Expectations For Bicycle Therapeutics plc (NASDAQ:BCYC) After Its Latest Results

It's shaping up to be a tough period for Bicycle Therapeutics plc ( NASDAQ:BCYC ), which a week ago released some...
Analyseartikel • Jun 18

Is Bicycle Therapeutics (NASDAQ:BCYC) In A Good Position To Deliver On Growth Plans?

There's no doubt that money can be made by owning shares of unprofitable businesses. For example, although...
Seeking Alpha • Apr 22

Bicycle Therapeutics: Maybe Underwhelming, But I Don't Think They Should Be This Discounted

Summary Bicycle Therapeutics focuses on novel conjugated targeted therapies for cancer, with promising early results but no clear evidence of superior efficacy yet. Their lead compound, zelenectide pevedotin, shows potential in urothelial carcinoma with a 45% response rate, but more robust studies are needed. Financially, BCYC is well-capitalized with $879.5 million in cash, providing a runway into 2027 despite high operating expenses. BCYC's current valuation below cash value suggests a potential buying opportunity for risk-tolerant investors, given their ambitious developmental goals and strong liquidity. Read the full article on Seeking Alpha
Seeking Alpha • Feb 02

Bicycle Therapeutics: Trading At Cash, Underwhelming But Not Unsalvageable Data

Summary Bicycle Therapeutics' BT8009 showed promising efficacy and safety in early trials, but mixed results in combination with Keytruda caused significant stock volatility. BT8009 demonstrated a superior safety profile compared to PADCEV, with fewer and milder adverse events due to its shorter half-life and faster elimination. Financially, BCYC is solid with $890 million in cash, providing a runway of 11-12 quarters, though it trades at cash value. Despite recent setbacks, BCYC's potential remains, making it a speculative buy at current low prices, pending mid-2025 data updates. Read the full article on Seeking Alpha
Analyseartikel • Jan 06

We're Not Very Worried About Bicycle Therapeutics' (NASDAQ:BCYC) Cash Burn Rate

There's no doubt that money can be made by owning shares of unprofitable businesses. For example, biotech and mining...
Seeking Alpha • Nov 07

Bicycle Therapeutics: Looking Again At An Intriguing Developmental Concern

Summary Today, we revisit Bicycle Therapeutics plc, a clinical-stage biopharma firm, that has intriguing potential and focuses on developing medicines for unmet needs. The company is advancing several candidates within its pipeline and is well-funded into mid-2027.  The stock also continues to enjoy strong analyst firm support. An updated analysis of Bicycle Therapeutics follows in the paragraphs below. Read the full article on Seeking Alpha
Analyseartikel • Nov 03

Bicycle Therapeutics plc (NASDAQ:BCYC) Third-Quarter Results Just Came Out: Here's What Analysts Are Forecasting For Next Year

Shareholders might have noticed that Bicycle Therapeutics plc ( NASDAQ:BCYC ) filed its third-quarter result this time...
Analyseartikel • Oct 23

Bicycle Therapeutics (NASDAQ:BCYC) May Not Be Profitable But It Seems To Be Managing Its Debt Just Fine, Anyway

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Seeking Alpha • Aug 20

Bicycle Therapeutics Is Looking Increasingly Attractive

Summary Bicycle Therapeutics, founded by Nobel laureate Dr. Greg Winter, uses "bicycles", which are smaller, more stable, and cheaper to produce than monoclonal antibodies. BCYC's pipeline includes promising BTC molecules targeting various tumors with differentiated safety profiles and efficacy data. Financially, BCYC has a market cap of $1.54bn, a strong cash balance, an extensive IP portfolio, and collaborations with major pharma companies, making it an attractive investment opportunity. Read the full article on Seeking Alpha
Seeking Alpha • May 24

Bicycle Therapeutics Boosts Balance Sheet To Navigate Data Desert

Summary Bicycle Therapeutics plc has just completed a $555 million private placement equity financing, giving the company approximately $1 billion in cash. The company retains partnerships with major pharmaceutical companies, including Roche, Novartis, Bayer, Ionis, and Cancer Research UK. Bicycle's lead asset, BT8009, is in a Phase 2/3 trial for metastatic urothelial cancer and has the potential to be a superior drug to Padcev in the bladder cancer setting. Bicycle is developing a drug class that it hopes might one day be comparable to antibody drug conjugates, one of the hottest properties in biotech today. It may take years before conclusive data is available, however, and upcoming catalysts don't offer much hope for share price upside, given their early-stage nature. Read the full article on Seeking Alpha
Analyseartikel • May 10

Shareholders May Not Be So Generous With Bicycle Therapeutics plc's (NASDAQ:BCYC) CEO Compensation And Here's Why

Key Insights Bicycle Therapeutics' Annual General Meeting to take place on 16th of May Total pay for CEO Kevin Lee...
Analyseartikel • May 04

Analysts' Revenue Estimates For Bicycle Therapeutics plc (NASDAQ:BCYC) Are Surging Higher

Bicycle Therapeutics plc ( NASDAQ:BCYC ) shareholders will have a reason to smile today, with the analysts making...
Analyseartikel • Apr 19

Does Bicycle Therapeutics (NASDAQ:BCYC) Have A Healthy Balance Sheet?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Seeking Alpha • Mar 12

Bicycle: 2nd Half Of 2024 Data Could Provide Significant Inflection Point

Summary Bicycle Therapeutics plc results from the phase 1/2 Duravelo-1 study, using BT8009 for the treatment of patients with metastatic urothelial carcinoma, expected in the 2nd half of 2024. Data from BT5528 [Bicycle toxin conjugate tech] and BT7480 [Bicycle tumor-targeted immune cell agonist] clinical candidates targeting solid tumors, expected in the 2nd half of 2024. A data updated on the Bicycle Radio Conjugate technology program is expected in mid-2024. Bicycle Therapeutics' $526.4 million in cash as of December 31st 2023; Enough cash on hand to fund its operations into 2026. Read the full article on Seeking Alpha
Analyseartikel • Jan 04

Bicycle Therapeutics (NASDAQ:BCYC) Is Using Debt Safely

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Analyseartikel • Nov 07

Newsflash: Bicycle Therapeutics plc (NASDAQ:BCYC) Analysts Have Been Trimming Their Revenue Forecasts

Market forces rained on the parade of Bicycle Therapeutics plc ( NASDAQ:BCYC ) shareholders today, when the analysts...
Analyseartikel • May 14

The Bicycle Therapeutics plc (NASDAQ:BCYC) Analysts Have Been Trimming Their Sales Forecasts

Market forces rained on the parade of Bicycle Therapeutics plc ( NASDAQ:BCYC ) shareholders today, when the analysts...
Analyseartikel • Mar 31

Industry Analysts Just Upgraded Their Bicycle Therapeutics plc (NASDAQ:BCYC) Revenue Forecasts By 26%

Celebrations may be in order for Bicycle Therapeutics plc ( NASDAQ:BCYC ) shareholders, with the analysts delivering a...
Analyseartikel • Mar 09

Is Bicycle Therapeutics (NASDAQ:BCYC) Using Debt In A Risky Way?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
Analyseartikel • Nov 08

Time To Worry? Analysts Just Downgraded Their Bicycle Therapeutics plc (NASDAQ:BCYC) Outlook

One thing we could say about the analysts on Bicycle Therapeutics plc ( NASDAQ:BCYC ) - they aren't optimistic, having...
Seeking Alpha • Oct 08

Bicycle Therapeutics: Exploring An Intriguing Developmental Platform

Summary Today, we take our first look at Bicycle Therapeutics, a small developmental biotech concern. The company has some intriguing early stage drug candidates, is well funded and has a couple of partnerships with much larger drug companies. An analysis follows in the paragraphs below. Always leave a way out, unless you really want to find out how hard a man can fight when he's nothing to lose."― Robert Jordan Today we put Bicycle Therapeutics (BCYC) in the spotlight for the first time. The company is developing drug candidates on a different technology platform that seems to have promise. We take a deeper look at this small but intriguing biotech development firm below. Seeking Alpha Company Overview: Bicycle Therapeutics is a clinical-stage biopharmaceutical company based in Cambridge, UK. The company is focused on developing a class of medicines for diseases that are underserved by existing therapeutics. The stock currently trades around $22.00 a share and sports an approximate market capitalization of $700 million. September Company Presentation The company is developing drug candidates via its bicyclic peptide technology which they have branded as a "bicycle". The company believes this allows drug candidates to deliver the pharmacologic properties of a biologic such as an antibody with the pharmacodynamic and manufacturing properties of small molecules. Given their large surface areas, this allows complex proteins to be drugged without using an antibody. September Company Presentation The company has several candidates in development. Among the most advanced of its wholly owned candidates are: September Company Presentation BT5528: September Company Presentation This is a second-gen BTC targeting EphA2. EphA2 is a high value target for a variety of different cancers. September Company Presentation The company recently announced that the first patient was dosed in the expansion cohorts of the Phase I/II study of BT5528. September Company Presentation BT8009: This is a second-generation BTC targeting Nectin-4. This compound is currently being evaluated in a Phase I/II trial targeting urothelial cancer (UC). September Company Presentation The Phase I interim results were presented at 2022 American Association for Cancer Research (AACR) Annual Meeting early this summer. September Company Presentation Finally, BT1718 is in a Phase I/IIa trial targeting tumors MT1-MMP. September Company Presentation In addition, Bicycle has several TICAs or Tumor-targeted Immune Cell Agonists that are partnered with larger drug companies. While promising, these are earlier stage efforts with the TICA entering clinical development late last year. September Company Presentation Analyst Commentary & Balance Sheet: Since early July, seven analyst firms, including Needham and Barclays, have either maintained or assumed Buy or Outperform ratings on the stock. Price targets proffered range from $40 to $72 a share. Morgan Stanley reiterated its Equal Weight rating and lowered its price target on BCYC to $45 from $60 previously on September 9th.
Seeking Alpha • Aug 31

Bicycle Therapeutics initiated Outperform at Cowen citing drug platform

Cowen launched its coverage on oncology-focused biotech Bicycle Therapeutics (NASDAQ:BCYC) on Wednesday, arguing that the company’s therapeutic platform of bicycle toxin conjugates (BTC) can outshine another cancer drug class called antibody-drug conjugates (ADC). The smaller size, better cancer specificity, and lower systemic effects compared to ADCs make BTCs the most uniquely suitable candidates to treat tumors such as urothelial cancer and ovarian cancer, the analysts led by Tara Bancroft argue. During Q3 2022, BCYC plans to share results from the dose escalation portion of a Phase I/II study for its BTC candidate BT5528, which analysts said could validate its peak sales potential and the BTC platform. BT5528, a BTC designed to target EphA2-expressing tumors, is expected to add ~$650M peak sales by 2035, Bancroft and the team project. In addition, Cowen estimates that the company’s second-generation BTC BT8009 that targets Nectin-4 tumors could achieve ~$1B peak sales by 2035. In April, BCYC shares whipsawed after the company announced Phase 1/2 data for BT8009 at the 2022 American Association for Cancer Research (AACR) Annual Meeting.
Seeking Alpha • Jul 12

Bicycle to get $10M as Genentech uses option for new program under cancer drug collaboration

Bicycle Therapeutics (NASDAQ:BCYC) will get $10M from Genentech as the Roche (OTCQX:RHHBY) (OTCQX:RHHBF) unit exercised its second option to begin a new program under a collaboration to discover, develop and sell novel immuno-oncology therapies. The two companies entered a collaboration in February 2020 for the discovery and pre-clinical development of novel Bicycle-based immunotherapies for multiple targets. Genentech was granted the right to add two additional programs, one of which was exercised by the Roche unit in October 2021 triggering a $10M payment while the second has been exercised now. Bicycle noted that none of the compounds in its wholly owned cancer pipeline, including its immuno-oncology candidates, are included in the collaboration.

Aktionärsrenditen

BCYCUS BiotechsUS Markt
7D-6.8%-3.0%-0.3%
1Y-45.1%32.9%26.7%

Rendite im Vergleich zur Industrie: BCYC unter dem Niveau der Branche US Biotechs , die im vergangenen Jahr eine Rendite von 32.9% erzielte.

Rendite vs. Markt: BCYC hinter dem Markt US zurück, der im vergangenen Jahr eine Rendite von 26.7 erzielte.

Preisvolatilität

Is BCYC's price volatile compared to industry and market?
BCYC volatility
BCYC Average Weekly Movement7.1%
Biotechs Industry Average Movement10.9%
Market Average Movement7.2%
10% most volatile stocks in US Market16.2%
10% least volatile stocks in US Market3.2%

Stabiler Aktienkurs: BCYC hatte in den letzten 3 Monaten im Vergleich zum US -Markt keine signifikante Preisvolatilität.

Volatilität im Zeitverlauf: BCYCDie wöchentliche Volatilität (7%) ist im vergangenen Jahr stabil geblieben.

Über das Unternehmen

GegründetMitarbeiterCEOWebsite
2009288Kevin Leewww.bicycletherapeutics.com

Bicycle Therapeutics plc, ein pharmazeutisches Unternehmen in der klinischen Phase, entwickelt eine Klasse von Arzneimitteln für Krankheiten, die von bestehenden Therapeutika in den Vereinigten Staaten und im Vereinigten Königreich unterversorgt sind. Die Produktpipeline des Unternehmens umfasst Zelenectide Pevedotin, ein Bicycle-Toxin-Konjugat (BTC), das sich in klinischen Studien der Phase II zur Behandlung von Tumoren mit hoher Nectin-4-Expression befindet; Nuzefatide Pevedotin (EphA2), ein BTC, das sich in klinischen Studien der Phase I/II zur Behandlung von Tumoren mit Ephrin-Typ-A-Rezeptor-2-Expression befindet; BT7480, ein auf Bicycle-Tumore abzielendes Immunzellen-Agonisten-Molekül, das sich in Phase I/II befindet und auf Nectin-4 abzielt und CD137 agonisiert; und BT1702, ein theranostisches BRC-Molekül, das auf MT1-MMP abzielt und für das die IND-Zulassungsaktivitäten laufen. Darüber hinaus entwickelt das Unternehmen neuartige ZNS-Zielmoleküle, die sich in der präklinischen Erprobung befinden und auf ZNS-Erkrankungen abzielen; neuartige neuromuskuläre Zielmoleküle, die sich in der präklinischen Erprobung befinden und auf neuromuskuläre Erkrankungen abzielen; sowie Programme, die sich in der präklinischen Erprobung befinden und auf Radiopharmazeutika abzielen.

Bicycle Therapeutics plc's Grundlagenzusammenfassung

Wie verhalten sich die Erträge und Einnahmen von Bicycle Therapeutics im Vergleich zum Marktanteil des Unternehmens?
BCYC grundlegende Statistiken
MarktanteilUS$303.23m
Gewinn(TTM)-US$219.02m
Umsatz(TTM)US$63.50m
4.9x
Kurs-Umsatz-Verhältnis
-1.4x
Kurs-Gewinn-Verhältnis

Ist BCYC zu teuer?

Siehe Fair Value und Bewertungsanalyse

Erträge & Einnahmen

Wichtige Rentabilitätsstatistiken aus dem letzten Ergebnisbericht (TTM)
BCYC Gewinn- und Verlustrechnung (TTM)
EinnahmenUS$63.50m
Kosten der EinnahmenUS$229.08m
Bruttogewinn-US$165.59m
Sonstige AusgabenUS$53.43m
Gewinn-US$219.02m

Zuletzt gemeldete Gewinne

Mar 31, 2026

Datum des nächsten Gewinnberichts

k.A.

Gewinn per Aktie (EPS)-3.14
Bruttomarge-260.78%
Nettogewinnspanne-344.94%
Schulden/Eigenkapital-Verhältnis0%

Wie hat sich BCYC auf lange Sicht entwickelt?

Historische Performance und Vergleiche

Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/05/20 08:53
Aktienkurs zum Tagesende2026/05/20 00:00
Gewinne2026/03/31
Jährliche Einnahmen2025/12/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

Bicycle Therapeutics plc wird von 22 Analysten beobachtet. 12 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
Kalpit PatelB. Riley Securities, Inc.
Arlinda LeeCanaccord Genuity
Li Wang WatsekCantor Fitzgerald & Co.