TD Cowen reiterates Buy on Bicara Therapeutics stock

Published 19/05/2025, 15:06
TD Cowen reiterates Buy on Bicara Therapeutics stock

On Monday, TD Cowen expressed continued confidence in Bicara Therapeutics Inc (NASDAQ:BCAX), maintaining a Buy rating on the company’s stock. According to InvestingPro data, the company maintains a "GOOD" financial health score, with analyst targets ranging from $8 to $48. The endorsement comes as anticipation builds for the upcoming American Society of Clinical Oncology (ASCO) meeting, where Bicara is expected to present an abstract for its drug candidate, Ficera.

The abstract is set to include over 18 months of follow-up data, showcasing metrics such as median Duration of Response (mDOR) and median Overall Survival (mOS), which are not yet reached at 18 months, along with a 12-month Overall Survival rate. TD Cowen’s analysis suggests that while the 12-month OS rate may not be a reliable predictor of long-term survival benefits, Ficera’s potential lies in its depth of response, specifically the Complete Response Rate (CRR). This metric is thought to be a more accurate forecaster of the Phase III Overall Survival benefit.

TD Cowen highlights the attractive valuation of Bicara Therapeutics, noting that the company’s enterprise value is one-seventh that of peer company Merus N.V. (NASDAQ:MRUS). With a market capitalization of $789 million and strong liquidity metrics, including a current ratio of 24.6, the company’s financial position appears solid. Given this valuation and the promising data expected at the ASCO meeting, TD Cowen positions Bicara Therapeutics as having a favorable risk/reward profile leading into the conference.

The ASCO meeting is a significant event for companies in the oncology space, providing a platform to present research and clinical trial data to a global audience of healthcare professionals and industry stakeholders. Bicara Therapeutics’ presentation will be closely watched by investors and industry experts alike for indications of Ficera’s clinical efficacy and potential market impact. For deeper insights into BCAX’s valuation metrics and additional financial analysis, InvestingPro subscribers have access to over 8 key ProTips and comprehensive financial health indicators.

In other recent news, Bicara Therapeutics Inc. has been actively engaging the investment community with several key developments. The company announced it will present updated data from a Phase 1/1b trial of its drug candidate, ficerafusp alfa, at the upcoming American Society of Clinical Oncology (ASCO) Annual Meeting, scheduled for late May to early June 2025. This presentation is highly anticipated due to the drug’s potential in treating challenging cases of head and neck squamous cell carcinoma (HNSCC). Analysts from Stifel have raised their price target for Bicara Therapeutics to $48, maintaining a Buy rating, expressing confidence in the company’s valuation ahead of these data releases. Meanwhile, H.C. Wainwright adjusted its price target slightly downward to $41 but maintained a Buy rating, citing the upcoming ASCO meeting as a key event. Cantor Fitzgerald has also maintained an Overweight rating on Bicara, noting a decrease in net loss and higher-than-expected earnings per share for the fourth quarter of 2024. The firm’s analysis included an increase in research and development spending projections for 2025 to support an upcoming phase 3 clinical trial. These updates underscore the significant interest in Bicara’s ongoing clinical trials and financial trajectory.

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