Bicycle Therapeutics stock price target lowered to $10 at Citizens JMP

Published 12/08/2025, 12:26
Bicycle Therapeutics stock price target lowered to $10 at Citizens JMP

Investing.com - Citizens JMP has lowered its price target on Bicycle Therapeutics (NASDAQ:BCYC) to $10.00 from $22.00 while maintaining a Market Outperform rating on the stock. According to InvestingPro data, the stock has declined nearly 68% over the past year, with three analysts recently revising their earnings expectations downward.

The firm cited a revised valuation based on discounted EPS and revenue multiple analysis following Bicycle’s second quarter 2025 financial results and corporate milestone updates.

Citizens JMP identified the selection of the optimal go-forward dose of zelenectide pevedotin (zele) in the pivotal Duravelo-2 trial as the main value-driving event for this year.

The research firm noted that Bicycle currently maintains a strong cash position of $721.5 million and has secured multiple partnerships, while its pivotal zele trial continues to enroll patients.

Citizens JMP calculated that Bicycle shares, which currently have an enterprise value of approximately negative $340 million, could have approximately 61% potential downside in a bear case scenario ($3) and approximately 83% potential upside in a bull case scenario ($14).

In other recent news, RBC Capital has raised its price target for Bicycle Therapeutics to $27 from the previous $25, while maintaining an Outperform rating on the stock. This adjustment follows the company’s second-quarter 2025 earnings report and subsequent discussions with RBC Capital’s research team. Meanwhile, Cantor Fitzgerald has highlighted RadioMedix’s pioneering role in the radiopharmaceutical industry. The Texas-based private company is recognized for its significant manufacturing capabilities and for operating one of the largest radiopharmaceutical facilities in the United States. RadioMedix has a history of successful out-licensing deals, with assets acquired by major pharmaceutical companies such as Sanofi (NASDAQ:SNY) and AstraZeneca (NASDAQ:AZN). Cantor Fitzgerald’s analysis also explored the company’s business model and its contributions to the industry, including the comparison of different alpha particles used in medical applications. These recent developments provide investors with insights into the evolving landscape of the pharmaceutical and biotechnology sectors.

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