Bicycle Therapeutics plc

Informe acción NasdaqGS:BCYC

Capitalización de mercado: US$310.2m

Bicycle Therapeutics Dividendos y recompras

Dividendo controles de criterios 0/6

Bicycle Therapeutics no tiene historial de pago de dividendo.

Información clave

n/a

Rentabilidad por dividendo

-0.01%

Rendimiento de la recompra

Rendimiento total para el accionista-0.01%
Rendimiento futuro de los dividendosn/a
Crecimiento de los dividendosn/a
Próxima fecha de pago de dividendosn/a
Fecha ex dividendon/a
Dividendo por acciónn/a
Ratio de pagon/a

Últimas actualizaciones de dividendos y recompras

No hay actualizaciones

Recent updates

Artículo de análisis • 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
Artículo de análisis • 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...
Artículo de análisis • 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...
Artículo de análisis • 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
Artículo de análisis • 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
Artículo de análisis • 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...
Artículo de análisis • 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
Artículo de análisis • 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...
Artículo de análisis • 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...
Artículo de análisis • 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
Artículo de análisis • 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...
Artículo de análisis • 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...
Artículo de análisis • 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...
Artículo de análisis • 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...
Artículo de análisis • 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...
Artículo de análisis • 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.

Estabilidad y crecimiento de los pagos

Obteniendo datos sobre dividendos

Dividendo estable: No hay datos suficientes para determinar si los dividendos por acción de BCYC han sido estables en el pasado.

Dividendo creciente: Datos insuficientes para determinar si los pagos de dividendos de BCYC han aumentado.

Rentabilidad por dividendo vs. Mercado

Rentabilidad por dividendo de Bicycle Therapeutics vs. Mercado
¿Cómo se compara la rentabilidad por dividendo de BCYC con la del mercado?
SegmentoRentabilidad por dividendo
Empresa (BCYC)n/a
Suelo de mercado 25% (US)1.4%
Techo de mercado 25% (US)4.3%
Media de la industria (Biotechs)2.4%
Analista de previsiones (BCYC) (hasta 3 años)n/a

Dividendo destacado: No es posible evaluar la rentabilidad por dividendo de BCYC en comparación con el 25% inferior de los pagadores de dividendos, ya que la empresa no ha comunicado ningún pago reciente.

Alto dividendo: No es posible evaluar la rentabilidad por dividendo de BCYC en comparación con el 25% de los principales pagadores de dividendos, ya que la empresa no ha comunicado ningún pago reciente.

Pago de beneficios a los accionistas

Cobertura de los beneficios: No hay datos suficientes para calcular el ratio de pago de BCYC para determinar si sus pagos de dividendos están cubiertos por los beneficios.

Pago en efectivo a los accionistas

Cobertura de flujo de caja: No es posible calcular la sostenibilidad de los dividendos, ya que BCYC no ha comunicado ningún pago.

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Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/22 23:17
Precio de las acciones al final del día2026/05/22 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Bicycle Therapeutics plc está cubierta por 22 analistas. 12 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

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