Bicycle Therapeutics plc

Report azionario NasdaqGS:BCYC

Capitalizzazione di mercato: US$317.2m

Bicycle Therapeutics Performance degli utili passati

Criteri Il passato verificati 0/6

Gli utili di Bicycle Therapeutics sono diminuiti a un tasso medio annuo di -26.8%, mentre il settore Biotechs ha visto gli utili crescere a un tasso medio annuo di 33.8%. I ricavi sono cresciuti crescere a un tasso medio annuo di 32.2%.

Informazioni chiave

-26.77%

Tasso di crescita degli utili

-2.77%

Tasso di crescita dell'EPS

Biotechs Crescita del settore17.04%
Tasso di crescita dei ricavi32.21%
Rendimento del capitale proprio-35.91%
Margine netto-344.94%
Ultimo aggiornamento sugli utili31 Mar 2026

Aggiornamenti sulle prestazioni recenti

Recent updates

Articolo di analisi 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
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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
Articolo di analisi 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
Articolo di analisi 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...
Articolo di analisi 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
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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.

Ripartizione dei ricavi e delle spese

Come Bicycle Therapeutics guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.


Storico di utili e ricavi

NasdaqGS:BCYC Ricavi, spese e utili (USD Millions )
DataRicaviUtiliSpese G+ASpese di R&S
31 Mar 2663-21983-10
31 Dec 2573-219860
30 Sep 2528-251790
30 Jun 2519-242790
31 Mar 2526-203770
31 Dec 2435-169790
30 Sep 2437-166650
30 Jun 2440-165590
31 Mar 2442-168620
31 Dec 2327-181690
30 Sep 2325-162590
30 Jun 2323-140520
31 Mar 2315-124480
31 Dec 2214-113500
30 Sep 2215-101500
30 Jun 2216-87480
31 Mar 2214-78420
31 Dec 2112-67320
30 Sep 2112-66350
30 Jun 2111-62340
31 Mar 2111-56320
31 Dec 2010-51290
30 Sep 2012-38220
30 Jun 209-37190
31 Mar 209-35160
31 Dec 1914-31150
30 Sep 1910-33130
30 Jun 1911-31110
31 Mar 1911-26100
31 Dec 187-2280
30 Sep 187-2190
31 Dec 172-1660

Guadagni di qualità: BCYC al momento non è redditizia.

Margine di profitto in crescita: BCYC al momento non è redditizia.


Flusso di cassa libero e analisi degli utili


Analisi della crescita degli utili nel passato

Andamento degli utili: BCYC non è redditizia e le perdite sono aumentate negli ultimi 5 anni a un tasso pari a 26.8% all'anno.

Accelerare la crescita: Impossibile confrontare la crescita degli utili di BCYC nell'ultimo anno con la sua media quinquennale poiché al momento non è redditizia

Guadagni vs Settore: BCYC non è redditizia, il che rende difficile confrontare la crescita dei suoi utili dell'anno passato con il settore Biotechs ( 43% ).


Rendimento del capitale proprio

ROE elevato: BCYC ha un Return on Equity negativo ( -35.91% ), in quanto al momento non è redditizio.


Rendimento delle attività


Rendimento del capitale investito


Scoprire le aziende con forti performance passate

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/25 10:04
Prezzo dell'azione a fine giornata2026/05/22 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Bicycle Therapeutics plc è coperta da 22 analisti. 12 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

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