Bicara Therapeutics Inc. Common Stock (BCAX) Market Cap
Bicara Therapeutics Inc. Common Stock has a market capitalization of $1.48B.
Price: $27.10
β² 0.83 (3.16%)
Market Cap: 1.48B
NASDAQ Β· time unavailable
CEO: Claire Mazumdar Clemon
Sector: Healthcare
Industry: Biotechnology
IPO Date: 2024-09-13
Website: https://www.bicara.com
Bicara Therapeutics Inc. Common Stock (BCAX) - Company Information
Market Cap: 1.48B|Sector: Healthcare
Company Profile
Bicara Therapeutics Inc., a biopharmaceutical firm in the clinical development phase, is headquartered in Boston, Massachusetts. Established in 2018, the company specializes in creating innovative, dual-action treatments specifically for solid tumors. At the forefront of their pipeline is ficerafusp alfa, a unique antibody designed to tackle solid cancers. This bifunctional therapeutic agent works by simultaneously engaging the epidermal growth factor receptor (EGFR) and binding to human transforming growth factor beta (TGF-b). Bicara Therapeutics operates as a subsidiary of Biocon Limited.
Analyst Sentiment
From 15 Active Polls
1Y Forecast: $32.33
β² +19.3% Potential Upside
Consensus Target Metrics
Low Bound
$18
Median
$37
High Bound
$42
Average
$32
Price & Moving Averages
π― Wall Street Analyst Intelligence Report
1-Year structural target targets, chart projections, and sentiment maps.
Consensus Trend Projection
Trailing closures vs. 12-month metrics map.
Analyst Vote Distribution
Aggregate institutional coverage sentiment weights.
π Historical Valuation Multiples
Real-time Trailing Twelve Month (TTM) momentum side-by-side with discrete quarterly metrics.
| Fiscal Quarter | TTM | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 |
|---|---|---|---|---|---|---|---|---|---|
| Period Ending | Trailing 12M | Mar 31, 2026 | Dec 31, 2025 | Sep 30, 2025 | Jun 30, 2025 | Mar 31, 2025 | Dec 31, 2024 | Sep 30, 2024 | Jun 30, 2024 |
| Market Cap ($M) | 1,485 | 1,208 | 928 | 862 | 507 | 710 | 948 | 1,386 | 1,268 |
| Enterprise Value ($M) | 1,163 | 886 | 833 | 692 | 72 | 248 | 459 | 866 | 1,065 |
| Price to Earnings Ratio (P/E) | -9.75 | -5.35 | -6.19 | -5.89 | -4.64 | -4.79 | -11.46 | -19.90 | -21.68 |
| Price/Earnings-to-Growth Ratio (PEG) | β | β | β | β | β | β | β | β | β |
| Price to Sales Ratio (P/S) | β | β | β | β | β | β | β | β | β |
| Price to Book Ratio (P/B) | 3.20 | 2.35 | 2.31 | 2.14 | 1.16 | 1.55 | 1.93 | 2.72 | -7.26 |
| Price to Free Cash Flow Ratio (P/FCF) | -12.73 | -32.15 | -38.47 | -29.41 | -19.80 | -25.25 | -31.54 | -80.42 | -98.12 |
| Enterprise Value to Sales (EV/Sales) | β | β | β | β | β | β | β | β | β |
| Enterprise Value to EBITDA (EV/EBITDA) | -7.41 | -15.78 | -22.32 | -19.09 | -2.65 | -6.75 | -22.13 | -49.55 | -62.52 |
| Debt to Equity Ratio | 2.05 | 0.00 | 0.00 | 0.00 | 0.01 | 0.00 | 0.00 | 0.00 | -0.00 |
π° Market News & Coverage
15 Stories AvailableReal-time institutional reporting and market updates for BCAX.
Bicara Therapeutics Announces Appointments of Jeremy Bender and Christy Oliger to Board of Directors
BOSTON, July 28, 2026 (GLOBE NEWSWIRE) -- Bicara Therapeutics Inc. (Nasdaq: BCAX), a clinical-stage biopharmaceutical company committed to bringing transformative bifunctional therapies to patients with solid tumors, today announced the appointments of Jeremy Bender, Ph.D., MBA and Christy Oliger to its Board of Directors. Dr. Bender, who most recently served as Chief Executive Officer at Day One Biopharmaceuticals through its acquisition by Servier in 2026, brings more than 20 years of corporate strategy and operating experience in biotechnology to Bicara. Ms. Oliger brings more than 30 years of commercial and operating experience in global biopharmaceutical organizations, having most recently served as Senior Vice President of the Oncology Business Unit at Genentech.
Bicara TherapeuticsΒ Announces Inducement Grants under Nasdaq Listing Rule 5635(c)(4)
BOSTON, July 02, 2026 (GLOBE NEWSWIRE) -- Bicara Therapeutics Inc. (Nasdaq: BCAX), a clinical-stage biopharmaceutical company committed to bringing transformative bifunctional therapies to patients with solid tumors, today announced it awarded inducement grants on July 1, 2026 to four new employees under Bicara's 2026 Inducement Plan as a material inducement to employment. The employees received, in the aggregate, non-qualified stock options to purchase 191,425 shares of Bicara's common stock, par value $0.0001 per share, with an exercise price of $28.91 per share, equal to the closing price of Bicara's common stock as reported by Nasdaq on July 1, 2026.
What Does the Bicara Therapeutics CEO's Sale of 15,000 Shares Mean for Investors?
CEO Claire Mazumdar sold 15,000 shares for a transaction value of approximately ~$301,000, based on a weighted average price of around $20.04 per share on May 18, 2026. This represented 3.98% of Mazumdar's direct holdings prior to the transaction, with post-transaction direct ownership at 362,152 shares.
Bicara Therapeutics Inc. (BCAX) Discusses New Clinical Data on Investigational Therapy for HPV Negative Head and Neck Cancer at ASCO Transcript
Bicara Therapeutics Inc. (BCAX) Discusses New Clinical Data on Investigational Therapy for HPV Negative Head and Neck Cancer at ASCO Transcript
Bicara Therapeutics ASCO Data Bolster Ficerafusp Alfa in Head and Neck Cancer
Bicara Therapeutics NASDAQ: BCAX said new data to be presented at the 2026 American Society of Clinical Oncology annual meeting support the clinical profile of ficerafusp alfa, also referred to by the company as Ficara, in first-line recurrent or metastatic HPV-negative head and neck cancer.
Ficerafusp Alfa Plus Pembrolizumab Demonstrated Differentiated Three-Year Overall Survival and Deep Responses Driven by TGF-Ξ² Inhibition in 1L R/M HPV-Negative HNSCC
At a median follow-up of three years,Β 1500mg of ficerafusp alfa weekly in combination with pembrolizumab demonstrated an estimated 31% overall survival, approximately doubling OS compared to a retrospective analysis of standard of care
Bicara Stock Is Up 50%, and One Biotech Investor Has Made It a 29% Portfolio Bet
This clinical-stage biotech develops bifunctional antibody therapies targeting solid tumors for oncology providers and institutions.
Bicara Therapeutics Touts Cancer Drug Progress Ahead of 2026 Pivotal Data
Bicara Therapeutics NASDAQ: BCAX said its lead cancer drug candidate, ficerafusp alfa, remains on track for pivotal data in head and neck cancer in mid-2026, as the company outlined its development strategy and competitive positioning at the Bank of America Healthcare Conference.
Bicara Therapeutics Inc. (BCAX) Presents at Bank of America Global Healthcare Conference 2026 Transcript
Bicara Therapeutics Inc. (BCAX) Presents at Bank of America Global Healthcare Conference 2026 Transcript
Bicara Therapeutics Announces Inducement Grant under Nasdaq Listing Rule 5635(c)(4)
BOSTON, May 13, 2026 (GLOBE NEWSWIRE) -- Bicara Therapeutics Inc. (Nasdaq: BCAX), a clinical-stage biopharmaceutical company committed to bringing transformative bifunctional therapies to patients with solid tumors, today announced that, effective May 8, 2026, it awarded an inducement grant to Christopher Sarchi under Bicara's 2026 Inducement Plan as a material inducement to his commencement of employment as Bicara's Chief Commercial Officer.
Bicara Therapeutics Inc. (BCAX) Q1 2026 Earnings Call Transcript
Bicara Therapeutics Inc. (BCAX) Q1 2026 Earnings Call Transcript
Bicara Therapeutics Q1 Earnings Call Highlights
Bicara Therapeutics NASDAQ: BCAX said it made progress during the first quarter of 2026 on the development and commercialization strategy for its lead drug candidate, ficerafusp alfa, or FICERA, while reporting a strengthened cash position following a February public offering.
Bicara Therapeutics Reports First Quarter 2026 Financial Results and Provides Business Update
Study to evaluate ficerafusp alfa in combination with pembrolizumab as a loading and every-three-week maintenance regimen in 1L R/M HPV-negative HNSCC expected to initiate in Q3 2026
Bicara Therapeutics Chief Medical Officer Sells 5,500 Shares for $126,000
This Boston biotech specializing in antibody therapies for solid tumors reported a notable insider sale during active clinical development.
Bicara Therapeutics to Report First Quarter 2026 Financial Results and Business Updates on May 11, 2026, at 8:30 AM ET
BOSTON, May 04, 2026 (GLOBE NEWSWIRE) -- Bicara Therapeutics Inc. (Nasdaq: BCAX), a clinical-stage biopharmaceutical company committed to bringing transformative bifunctional therapies to patients with solid tumors, today announced that it will report first quarter 2026 financial results and business updates before the market opens on Monday, May 11, 2026. Bicara will host a conference call to discuss the financial results and business updates at 8:30 a.m. ET the same day. Individuals may register for the conference call by clicking the link here. Once registered, participants will receive dial-in details and a unique PIN that will allow them to access the call. To access the live webcast, please visit the βEvents & Presentationsβ section within the Investors page on the Bicara website. A replay of the webcast will be available for 30 days following the event.
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π AI Financial Analysis
Powered by StockMarketInfo"BCAX reported Q1 2026 (ended 2026-03-31) with Revenue reported as 0 and Net Income of -$56.2M (EPS: -0.93). Losses widened QoQ and improved versus the prior-year quarter on an earnings basis: Net income was -$56.2M in Q1β26 vs -$37.4M in Q4β25 (QoQ: -50.3%) and vs -$36.8M in Q1β25 (YoY: -52.8%). Because Revenue is reported as 0 across all quarters, Revenue growth and margins were not meaningfully applicable. Operating performance was driven by expense levels rather than top-line economics. Operating expenses rose QoQ (from $41.1M to $60.2M, +46.4%), and R&D increased sharply (R&D: $19.8M vs $32.99M in Q1β25 YoY shows -40.0% reduction). Despite improved pre-tax line interest income (Q1β26 interest income $4.08M), the company remained unprofitable with operating income of -$60.2M. Cash balance strengthened materially: cash and short-term investments increased to $539.8M from $414.8M in Q4β25, while operating cash flow remained negative (-$37.5M). The quarter also included sizable investing liquidity (sales/maturities of investments: $101.0M) and strong financing via common stock issuance ($161.8M), supporting cash runway. Shareholder returns are very strong: the stock is up 104.17% over 1 year, indicating positive total return momentum despite continued losses and no dividend/buyback activity."
Revenue Growth
Revenue is reported as 0 in all provided quarters, so Revenue QoQ/YoY growth and margin analysis are not meaningful.
Profitability
Net income loss worsened QoQ (-50.3% from -$37.4M to -$56.2M) and was worse YoY (-52.8% vs -$36.8M). Operating expenses rose QoQ (+46.4%), keeping profitability negative (EPS -0.93).
Cash Flow Quality
Operating cash flow stayed negative (-$37.5M), but cash runway improved due to investment liquidity (sales/maturities +$101.0M) and strong equity issuance (+$161.8M). No dividends or buybacks.
Leverage & Balance Sheet
Balance sheet remains liquid and lightly levered: total assets grew QoQ to $553.6M, equity increased to $514.0M, and net debt stayed negative (netDebt: -$322.0M), indicating strong solvency.
Shareholder Returns
Price momentum is excellent: 1y_change +104.17% (well above +20% threshold), with no dividend contribution. Buybacks are not reflected in the provided cash flow.
Analyst Sentiment & Valuation
Consensus target ($25.5) is slightly above the latest price ($24.01), with a wide range ($14β$42), implying uncertainty; valuation metrics remain loss-making (negative P/E).
Disclaimer:This analysis is AI-generated for informational purposes only. Accuracy is not guaranteed and this does not constitute financial advice.
Fundamentals Overview
BCAX (Bicara Therapeutics) used the Q1 2026 call to sharpen its ficera development/commercial narrative around durability, mechanism, and practical dosing. The near-term inflection is ASCO 2026: management highlighted 3-year follow-up for the 1,500 mg weekly + pembrolizumab cohort (FORTIFI-HN01 Phase III dose), positioning prior benchmarks for pembrolizumab OS in HPV-negative disease (~15β20%) against their durability claims, while also reinforcing TGF-beta inhibition as the driver of depth/durability. Operationally, enrollment is targeted for substantial completion by end-2026, supporting an interim analysis in mid-2027 for potential accelerated approval (ORR with ~6 months durability). They also outlined an FDA-discussed Q3 2026 randomized alternative dosing study (12-week 1,500 mg induction; maintenance randomization to 1,500 mg weekly vs 2,250 mg every 3 weeks) with PFS as the primary endpointβexplicitly not a non-inferiority design. Financially, Q1 cash was $539.8M and runway extends into H1β29 after $161.8M net proceeds from an oversubscribed February offering.
Growth Catalysts
- FORTIFI-HN01 Ficerafusp alfa (ficera) enrollment on track for substantial enrollment by end of 2026; interim analysis targeted mid-2027 for potential accelerated approval
- ASCO 2026 presentation of long-term follow-up: 3-year data for 1,500 mg weekly + pembrolizumab; additional long-term endpoints for 750 mg weekly and 2,000 mg every other week cohorts
- Planned FDA-discussed alternative dosing study (Q3 2026) using 1,500 mg weekly induction for 12 weeks then randomization to 1,500 mg weekly vs 2,250 mg every 3 weeks; primary endpoint PFS
- FDA discussions to evaluate ficera with pembrolizumab using an alternative loading/maintenance schedule to improve practical administration and long-term adoption
Business Development
- Oversubscribed public offering completed in February 2026 (net proceeds: $161.8 million); supported cash for clinical and prelaunch investment
- Investigator-initiated sponsored studies initiated in locally advanced head and neck cancer (2 studies initiated; additional cohorts ongoing)
Financial Highlights
- Operating expenses increased vs Q1 2025, driven by clinical operations and development/manufacturing expenses for the pivotal FORTIFI-HN01 study
- Personnel-related costs increased, including stock-based compensation tied to workforce growth supporting clinical operations and development
- Cash balance: $539.8 million in cash, cash equivalents, and marketable securities at Q1 2026 end
- February oversubscribed public offering generated $161.8 million net proceeds
- Cash runway guidance: provides runway into the first half of 2029
- 2026 expense outlook: continued increases in operating expenses expected, including clinical operations for FORTIFI-HN01 (interim analysis mid-2027) and parallel study, plus increased SG&A for early commercial/medical infrastructure
Capital Funding
- Cash, cash equivalents, and marketable securities: $539.8 million at quarter end
- Net proceeds from oversubscribed February public offering: $161.8 million
- Cash runway into: first half of 2029
Strategy & Ops
- Leadership transitions: Dave Raben moved from Chief Medical Officer to Senior Executive Adviser; Bill Schelman stepped into Chief Medical Officer role
- New hire: Chris Sarchi joined as Chief Commercial Officer last week to build commercialization and evidence generation/field readiness capabilities
- Operational focus on clinical delivery: FORTIFI-HN01 enrollment progress aimed at substantial enrollment by end of 2026
- Prepares for commercial-stage buildout with added market access and commercial operations hires in coming months
Market Outlook
- Global head and neck cancer market projected to reach more than $5 billion into the 2030s
- Focus initial U.S. launch cohort: ~18,000 HPV-negative incident patients annually in U.S. (~50,000 total annually incident across major markets)
- Accelerated approval path: interim analysis in mid-2027 expected to evaluate ORR with ~6 months durability and likely qualitative OS; OS expected to come earlier than peers due to event rates
Risks & Headwinds
- Competitive timing risk acknowledged: some peers previously viewed as ahead, with risk partly mitigated by peer pivotal trial upsizing and company enrollment progress
- Event-rate/endpoint timing uncertainty remains (OS analysis timing contingent on event rates; no specific OS milestone date provided)
- Alternative dosing study depends on FDA acceptability and eventual efficacy confirmation with PFS comparability vs single-arm data
Q&A: Analyst Interest
- ASCO 2026 benchmark expectations: Management described two accepted abstractsβone with ~3 years median follow-up for the 1,500 mg cohort (3-year OS benchmarks cited as ~20β25% in pembrolizumab all-comers and ~15β20% in HPV-negative subsets) plus a separate depth/durability abstract centered on TGF-beta durability and PFS/response correlations.
- ASCO follow-up duration for other doses & regimen durability logic: Management clarified that the 750 mg weekly and 2,000 mg every-2-week cohorts have ~12β18 months median follow-up at ASCO. For the 1,500 mg induction then 2,250 mg q3-week maintenance regimen, they argued deep response and >80% depthβ₯80% drives durability, while q3-week dosing preserves exposures for tolerability and efficacy.
- Design choice for PFS as primary endpoint and non-inferiority framing: Management said the alternative dosing optimization trial is not designed as a non-inferiority study. They cited FDA feedback that, with ~150β200 patients, PFS is acceptable to test durability consistency between arms; non-inferiority would require substantially more patients.
Sentiment: POSITIVE
Note: This summary was synthesized by AI from the BCAX Q1 2026 earnings transcript. Financial data is complex; please verify all metrics against official SEC filings before making investment decisions.
π Official Regulatory 10-K / 10-Q SEC Filings
Direct authenticated documentation links to audited SEC database reports for BCAX.