Stifel raises Bicara stock price target to $48, maintains Buy

Published 27/03/2025, 19:38
Stifel raises Bicara stock price target to $48, maintains Buy

On Thursday, Stifel analysts increased the price target for Bicara Therapeutics Inc (NASDAQ:BCAX) shares to $48 from the previous target of $47, while reiterating a Buy rating on the stock. Currently trading at $12.94, the stock has significant upside potential according to analyst consensus, with targets ranging from $31 to $47. The revised price target comes as Stifel analysts express continued confidence in the company’s valuation ahead of anticipated data releases in the second quarter of 2025.Want deeper insights into analyst coverage and valuations? InvestingPro subscribers have access to comprehensive analyst recommendations and detailed Fair Value analysis.

Bicara Therapeutics is preparing to unveil key data for its drug candidate ficerafusp alfa. With a strong financial health score of 2.73 (rated as GOOD by InvestingPro) and a current ratio of 36.01, the company appears well-positioned to support its clinical programs. The first set of data is expected from monotherapy dose-expansion studies in second-line cutaneous squamous cell carcinoma (cSCC) at the American Association for Cancer Research (AACR) meeting scheduled for April 28. Additionally, updated Phase 1b results of ficerafusp alfa in combination with pembrolizumab for first-line recurrent/metastatic squamous cell carcinoma of the head and neck (R/M SCCHN) will be presented at the American Society of Clinical Oncology (ASCO) conference, which takes place from May 30 to June 3.

The analysts highlight that the forthcoming data is anticipated to improve visibility into the single-agent activity of ficerafusp alfa and address any remaining skepticism. Furthermore, the updated data from the combination study with pembrolizumab is expected to provide more mature efficacy metrics that will be instrumental in assessing the long-term success prospects of the drug and its potential to stand out in a competitive market.

Stifel analysts also point out that recent comments from Bicara’s management regarding the not-yet-reached median duration of response (mDOR) and median overall survival (mOS) at the time of the ASCO abstract submission—which represents approximately 20 months of follow-up—significantly reduce the downside risk leading into the ASCO conference. The analysts believe that the durability and depth of response observed with ficerafusp could set a high bar for efficacy compared to competitor drugs.

Despite the slight increase in the price target, the analysts’ financial model for Bicara remains largely unchanged. While the stock has faced challenges, declining nearly 49% over the past six months, their continued endorsement of a Buy rating reflects their optimism about the company’s prospects and the potential impact of the upcoming clinical data on the stock’s valuation.Discover more detailed financial metrics and exclusive insights with InvestingPro, including 6 additional ProTips and comprehensive financial health indicators.

In other recent news, Bicara Therapeutics Inc. reported positive results from its Phase 1/1b clinical trial, which evaluated the combination of ficerafusp alfa and pembrolizumab in patients with squamous cell carcinoma of the anal canal (SCAC). The trial showed a confirmed overall response rate of 25%, with partial and complete responses observed, and a median progression-free survival of 2.9 months. Additionally, H.C. Wainwright raised its price target for Bicara to $45, maintaining a Buy rating, following the presentation of these results at the ASCO GI conference. The firm noted a higher objective response rate in patients with liver metastasis, highlighting the potential of ficerafusp alfa as a significant treatment option. Stifel also maintained a Buy rating with a $47 target, citing encouraging safety and efficacy data from the same trial. Cantor Fitzgerald reiterated an Overweight rating, emphasizing the promising market prospects of ficerafusp in treating head and neck cancer. These developments underscore the optimism surrounding Bicara Therapeutics’ ongoing clinical trials and their potential impact on future market performance.

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