Bicycle Therapeutics plc

NasdaqGS:BCYC 株式レポート

時価総額：US$308.1m

Bicycle Therapeutics 将来の成長

Future 基準チェック /26

Bicycle Therapeutics利益と収益がそれぞれ年間28%と42.7%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に-28.8% 41.3%なると予測されています。

主要情報

28.0%

収益成長率

41.27%

EPS成長率

Biotechs 収益成長25.4%
収益成長率42.7%
将来の株主資本利益率-28.79%
アナリストカバレッジ

Good

最終更新日15 May 2026

今後の成長に関する最新情報

分析記事 • 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...

Recent updates

分析記事 • 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
分析記事 • 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...
分析記事 • 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...
分析記事 • 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
分析記事 • 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
分析記事 • 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...
分析記事 • 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
分析記事 • 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...
分析記事 • 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...
分析記事 • 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
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...
分析記事 • 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.

業績と収益の成長予測

NasdaqGS:BCYC - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/202859-151-148N/A10
12/31/202713-165-160N/A12
12/31/202617-158-139N/A11
3/31/202663-219N/AN/AN/A
12/31/202573-219-252-250N/A
9/30/202528-251-242-240N/A
6/30/202519-242-210-208N/A
3/31/202526-203-182-180N/A
12/31/202435-169-166-165N/A
9/30/202437-166-204-203N/A
6/30/202440-165-165-164N/A
3/31/202442-168-86-85N/A
12/31/202327-181-64-61N/A
9/30/202325-162-48-44N/A
6/30/202323-140-55-48N/A
3/31/202315-124-122-106N/A
12/31/202214-113-105-86N/A
9/30/202215-101-85-66N/A
6/30/202216-87-54-39N/A
3/31/202214-78-34-27N/A
12/31/202112-67-17-15N/A
9/30/202112-66-22-21N/A
6/30/202111-62-54-53N/A
3/31/202111-56-54-53N/A
12/31/202010-51-19-18N/A
9/30/202012-38-7-6N/A
6/30/20209-37-8-7N/A
3/31/20209-35-4-2N/A
12/31/201914-31N/A-29N/A
9/30/201910-33N/A-33N/A
6/30/201911-31N/A-26N/A
3/31/201911-26N/A-24N/A
12/31/20187-22N/A-26N/A
9/30/20187-21N/A-19N/A
12/31/20172-16N/A-1N/A

アナリストによる今後の成長予測

収入対貯蓄率: BCYC今後 3 年間、利益が出ない状態が続くと予測されています。

収益対市場: BCYC今後 3 年間、利益が出ない状態が続くと予測されています。

高成長収益: BCYC今後 3 年間、利益が出ない状態が続くと予測されています。

収益対市場: BCYCの収益 ( 42.7% ) US市場 ( 11.6% ) よりも速いペースで成長すると予測されています。

高い収益成長: BCYCの収益 ( 42.7% ) 20%よりも速いペースで成長すると予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: BCYC 3 年以内に赤字になると予測されています。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/21 01:09
終値2026/05/21 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Bicycle Therapeutics plc 12 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。22

アナリスト機関
Kalpit PatelB. Riley Securities, Inc.
Arlinda LeeCanaccord Genuity
Li Wang WatsekCantor Fitzgerald & Co.