BCAX Bicara Therapeutics Inc.

NEUTRAL Impact: 2/10 Insider Cluster (3 insiders)
Horizon immediate Filed May 26, 2026 Processed 14d 11h ago
Insider cluster: 3 insiders, $0.6M total
Latest settled — T+5d
BCAX ▼ -7.32% at T+5d
NEUTRAL call ✗ call lost -7.32% · α vs SPY -7.79% · entry $21.58 → $20.00
Next anchor: T+20d in 14d
Last close $20.10 (close Jun 8) · -6.86% from $21.58 entry
Entry anchored
May 26, 2026
via day open
T+1d
+0.79%
call +0.79% · α +0.24%
$21.75
settled 14d ago
T+5d
-7.32%
call -7.32% · α -7.79%
$20.00
settled 8d ago
T+20d
call — · α —
in 14d
T+60d
call — · α —
in 2mo

Price Chart

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Executive Summary

Three top BCAX insiders (CEO, CFO, COO) sold a combined $590K in open-market shares over a 7-day window. The CFO's sale was a same-day cash-out of exercised options, while the CEO and COO sold directly. At $1.4B market cap, the total represents ~0.04% — well below the 0.1% materiality threshold — making this a routine, non-informational cluster. The CFO's option exercise and immediate sale is a classic tax/vesting pattern, not a bearish signal.

Key Financial Metrics

Direction
selling
Total Value
$590.0K
Insiders
3

Actionable Insight

This cluster is routine and non-informational. The CFO's sale is a textbook cashless exercise pattern, and the CEO/COO sales are small relative to market cap. No bearish read-through. Monitor the next 10-Q for pipeline updates on BCAX's lead candidate; insider activity here provides no edge.

Key Facts

  • Three C-suite insiders (CEO, CFO, COO) sold shares totaling $590K in open-market transactions between May 15-21, 2026.
  • CFO Hyep Ivan exercised 9,200 options at $0 and $3.79, then immediately sold the same shares at $20.42 — a standard cashless exercise pattern.
  • Total cluster value of $590K represents ~0.04% of BCAX's $1.4B market cap, well below the 0.1% materiality threshold.
  • No insider purchases were reported in the cluster; all three transactions were sales.

Financial Impact

Total insider sales of $590K, or ~0.04% of market cap — immaterial.

insider holdings

Risk Factors

  • Insider sales could accelerate if upcoming clinical data disappoints, but this cluster shows no unusual pattern.
  • No insider buying to signal confidence in upcoming catalysts.

Market Snapshot

Exchange
Nasdaq
Sector
Pharmaceutical Preparations
Analyst Consensus
80% bullish (20 analysts)

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-BCAX-1779832121031
12 reports for BCAX
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for BCAX — sortable, filterable
Type Now
May 26, 2026
14d ago
Insider Cluster
NEUTRAL ★ 2/10
$21.58 $20.00▼ −7.32%▼ −7.79%$20.10 (−6.86%)
May 11, 2026
29d ago
8-K
NEUTRAL ★ 4/10
$22.92 $19.29▼ −15.84%▼ −15.75%$20.10 (−12.30%)
May 4, 2026
5w ago
Press Release
NEUTRAL ★ 2/10
$22.72 $22.92▲ +0.88%▼ −2.06%$20.10 (−11.53%)
Apr 27, 2026
6w ago
DEFA14A
NEUTRAL ★ 2/10
$22.48 $22.72▲ +1.09%▲ +0.69%$20.10 (−10.57%)
Apr 20, 2026
7w ago
Insider Cluster
NEUTRAL ★ 2/10
$21.28 $23.78▲ +11.75%▲ +8.64%$20.10 (−5.55%)
Apr 15, 2026
8w ago
Insider Cluster
NEUTRAL ★ 5/10
$23.72 $23.63▼ −0.38%▼ −2.02%$20.10 (−15.26%)
Apr 15, 2026
8w ago
Insider Cluster
BEARISH ★ 7/10
$23.72 $23.63▲ +0.38%▲ +2.02%$20.10 (+15.26%)
Apr 3, 2026
9w ago
Press Release
NEUTRAL ★ 2/10
$20.85 $22.14▲ +6.19%▲ +2.05%$20.10 (−3.60%)
Mar 23, 2026
11w ago
Press Release
NEUTRAL ★ 3/10
$18.39 $19.04▲ +3.53%▲ +7.10%$20.10 (+9.30%)
Mar 16, 2026
12w ago
Insider Cluster
NEUTRAL ★ 4/10
$19.40 $18.39▼ −5.21%▼ −3.16%$20.10 (+3.61%)
Showing 10 of 12

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