BCYC · NASDAQ
Average $10.35 (+187.4% upside)
The latest rating actions, newest first
| Firm | Date | Action | Rating |
|---|---|---|---|
| Needham | Jul 30, 2026 | Maintains | Buy |
| Morgan Stanley | Apr 8, 2026 | Maintains | Equal-Weight |
| Oppenheimer | Mar 18, 2026 | Maintains | Outperform |
| RBC Capital | Mar 18, 2026 | Maintains | Sector Perform |
| Citizens | Mar 18, 2026 | Maintains | Market Outperform |
| Needham | Mar 18, 2026 | Maintains | Buy |
| Truist Securities | Nov 24, 2025 | Initiates | Hold |
| Citizens | Oct 31, 2025 | Maintains | Market Outperform |
| RBC Capital | Oct 31, 2025 | Downgrade | Outperform → Sector Perform |
Updated May 12, 2026
Bicycle Therapeutics is a biopharmaceutical company with a strong focus on oncology and a promising product, zele, in its pipeline. The company has a current cash position that makes it well-equipped to fund its operations and continue advancing in clinical trials for zele. In addition, with potential partnerships and collaborations in the works, the company's BRC platform could hold valuable potential for future growth.
Bicycle Therapeutics is facing challenges with its product development as evidenced by the discontinuation of two clinical trials and the decision to seek a potential partner for future development. Despite having a strong cash position as of YE25, the company has proposed a workforce reduction of approximately 30%, which may signify internal struggles. In addition, the company's competitive positioning may be weakened by potential superior efficacy and safety profiles of next-generation Nectin-4 ADCs with enhanced payloads. These challenges could limit the company's market share and pricing power and may result in dilution or alterations to its financing structures.
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