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Stock Screener·UK·Healthcare·BCYC
Held by 2 Gurus
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Bicycle Therapeutics plc Stocks

$ 4.18Last Updated 09.07.2026

Issuer Rating

3/7
Performance

Favourable

Risk

High

Recommendation

Sell

Market Cap

$ 290.07M

$ 4.18
Key Takeaways

Risk factor

Very high price volatility

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Profitability factor

Favourable analyst view

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Risks

  • Default risk
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  • Volatility
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  • Selling difficulty
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  • Stress test
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About

Bicycle Therapeutics plc, founded in 2009 and based in Cambridge, UK, is a clinical-stage biopharmaceutical company. Its core mission is to create innovative therapeutic classes for diseases currently lacking effective treatments. The company's leading investigational product, BT1718, is a Bicycle Toxin Conjugate (BTC) that is undergoing Phase I/IIa clinical trials. This candidate is engineered to target tumors specifically expressing Membrane Type 1 matrix metalloprotease. Other oncology assets in their pipeline include BT5528, also a BTC in Phase I/II studies, which targets EphA2, and BT8009, currently in Phase I/II clinical development, designed to target Nectin-4. Beyond cancer, Bicycle Therapeutics is advancing THR-149, a plasma kallikrein inhibitor that has completed Phase II clinical trials for the treatment of diabetic macular edema. Their portfolio also includes Bicycle tumor-targeted immune cell agonists (TICAs) such as BT7480, which targets Nectin-4, and BT7455, an EphA2/CD137 TICA presently in preclinical development. The company actively fosters collaborations with various biopharmaceutical entities and organizations, broadening its development efforts into therapeutic areas like anti-infectives, cardiovascular conditions, ophthalmology, and respiratory illnesses. Notable partnerships include a clinical trial and license agreement with Cancer Research Technology Limited and Cancer Research UK. They also maintain research collaborations with AstraZeneca, Sanofi, Oxurion, and the Dementia Discovery Fund. Furthermore, a significant discovery collaboration and license agreement with Genentech is in place for the identification and development of Bicycle peptides for multiple immuno-oncology targets.

Company Valuation

Slightly undervalued
5/7

Based on key historical and expected multiples, the stock is slightly undervalued relative to its peers. In particular, the stock is 'cheap' on EV/EBITDA.

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Target Price

Favourable
6/7

The average target price of BCYC is 12.6 and suggests 195% upside potential. Usually, this means a BUY recommendation among investment firms, or a recommendation to incre

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Risks

  • Default risk
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  • Volatility
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  • Selling difficulty
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  • Stress test
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  • Country risks
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