BCYC 8-K SEC Filing Analysis

Latest settled — T+20d

BCYC ▼ -17.58% at T+20d

LONG call ✗ call lost -17.58% · α vs SPY -21.78% · entry $5.29 → $4.36

Next anchor: T+60d in 5w

Last close $4.11 (close Jun 8) · -22.31% from $5.29 entry

Entry anchored
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$4.77

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call -17.58% · α -21.78%

$4.36

settled 23d ago

T+60d

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Executive Summary

Bicycle Therapeutics announced positive Phase 1/2 clinical data for its nuzefatide pevedotin in combination with nivolumab in metastatic urothelial cancer, demonstrating a 40% confirmed overall response rate in EphA2+ tumors, and announced the first patient dosed in its Phase 2 trial for pancreatic ductal adenocarcinoma. The company also presented human imaging data supporting EphA2 as a viable cancer target.

Actionable Insight

The strong efficacy and safety data in a hard-to-treat population de-risks the nuzefatide program and supports its expansion into pancreatic cancer. Traders should monitor upcoming clinical milestones and potential partnerships for the EphA2 platform.

Key Facts

Phase 1/2 trial of nuzefatide pevedotin + nivolumab in metastatic urothelial cancer showed 40% confirmed ORR in EphA2+ patients and 100% ORR in MMAE-naïve patients
Nuzefatide demonstrated a favorable safety profile with no Grade ≥3 TRAEs of clinical interest
First patient dosed in Phase 2 trial for recurrent pancreatic ductal adenocarcinoma at 8mg/m² Q2W dose
Human imaging data with EphA2-targeting Bicycle Imaging Agent confirmed tumor uptake and metastasis detection in PDAC patients
Preclinical data showed nuzefatide sensitivity in 10 of 14 PDAC PDX models, with 6 showing high sensitivity

Financial Impact

No direct financial impact disclosed; advancement of clinical pipeline may improve future revenue potential

R&D expensesfuture revenue potentialclinical trial progress

Risk Factors

Clinical trial results may not be reproducible in larger studies
Future regulatory approval is uncertain
Competitive landscape in urothelial and pancreatic cancers is intense

Market Snapshot

Exchange

Nasdaq

Sector

Pharmaceutical Preparations

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

Document	Accession Number
8-K Filing (Primary)	0001104659-26-045198
Document: tm2612166d1_ex99-1.htm	0001104659-26-045198
Document: 0001104659-26-045198-index-headers.html	0001104659-26-045198
Document: 0001104659-26-045198-index.html	0001104659-26-045198
Document: 0001104659-26-045198.txt	0001104659-26-045198

2 reports for BCYC

T+1T+5T+20T+60

Filters

Reports for BCYC — sortable, filterable
	Type				Now
May 21, 2026 19d ago	8-K NEUTRAL ★ 5/10	$4.55 $4.53	▼ −0.44%	▼ −2.10%	$4.11 (−9.67%)
Apr 20, 2026 7w ago	8-K BULLISH ★ 7/10	$5.29 $4.77	▼ −9.83%	▼ −10.74%	$4.11 (−22.31%)

US Market Status

Market Closed — Opens in 6h 51m

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