Bicara Therapeutics Inc. (BCAX)

Bicara Therapeutics' stock (BCAX) has experienced notable fluctuations in the past six months. The stock saw a significant surge of 75% over the past six months, and an impressive 70% gain over an eight-day winning streak as of early October 2025, but has also seen a decline of 13.65% over the broader six-month period. In October 2025, the U.S. Food and Drug Administration (FDA) granted Breakthrough Therapy Designation to ficerafusp alfa in combination with pembrolizumab for the first-line treatment of HPV-negative recurrent or metastatic HNSCC, which was supported by promising Phase 1/1b trial results presented at ASCO 2025. There have been instances of insider selling, with the Chief Financial Officer (CFO) and Chief Medical Officer (CMO) selling shares in October 2025, and in the three months prior to October 2025, insiders sold over $2.6 million in company stock.

As a clinical-stage biopharmaceutical company, Bicara Therapeutics, Inc. does not have traditional demand seasonality for its products or services. The company's revenue and financial performance are primarily driven by research and development milestones, clinical trial progress, regulatory approvals, and potential future commercialization or partnership agreements, rather than seasonal consumer demand. While there might be some seasonality observed in its stock performance, this relates to market trends for the stock itself and not to the demand for its therapeutic candidates, which are still in development.

Bicara Therapeutics is a clinical-stage biopharmaceutical company focused on developing innovative bifunctional therapies for patients with solid tumors. The company engineers biologics that combine tumor-targeting antibodies with tumor microenvironment modulators. Their bi-functional antibodies are designed to deliver an immunomodulatory payload directly to the tumor microenvironment, aiming to enhance immune cell activity and achieve synergistic therapeutic effects at the tumor site. The company's lead product is ficerafusp alfa, also known as BCA101, a first-in-class EGFR/TGF-ß-trap bifunctional antibody in clinical development for multiple tumor types, including head and neck squamous cell carcinoma (HNSCC). Ficerafusp alfa combines an epidermal growth factor receptor (EGFR) directed monoclonal antibody with a domain that binds to human transforming growth factor beta (TGF-ß), aiming to block both cancer cell-intrinsic EGFR survival and proliferation and the immunosuppressive TGF-ß signaling within the tumor microenvironment.

Bicara Therapeutics, Inc. is headquartered in Boston, Massachusetts, United States.

Bicara Therapeutics generally holds a positive brand reputation, particularly among analysts. The company has received a consensus rating of "Moderate Buy" from analysts, with an average rating score of 2.75. Analysts have set an average one-year price target of approximately $31.86, suggesting a significant upside from its current price. The U.S. FDA granted Breakthrough Therapy Designation to ficerafusp alfa in October 2025, which highlights the potential of their lead candidate. The positive results from their Phase 1/1b trial presented at ASCO 2025 also contributed to a favorable perception. While insider selling occurred, the overall sentiment from news coverage has been positive, with a news sentiment score of 0.62.

Bicara Therapeutics Inc. (BCAX) has a diverse ownership structure. Institutional shareholders hold approximately 64.49% to 93.77% of the company's stock, while insiders own around 11.54% to 38.64%, and retail investors hold approximately 1.82% to 0.00%. Major institutional owners include Ra Capital Management LP, Siren, L.L.C., Vestal Point Capital, LP, Red Tree Management, LLC, TPG GP A, Llc, Fmr Llc, Deep Track Capital, LP, Omega Fund Management, LLC, Price T Rowe Associates Inc /Md/, and BlackRock, Inc. The largest individual shareholder is Kiran Mazumdarshaw, owning 11.54% of the company's shares.