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Bicycle Therapeutics (BCYC) investor relations material

Bicycle Therapeutics Morgan Stanley 23rd Annual Global Healthcare Conference summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Morgan Stanley 23rd Annual Global Healthcare Conference summary9 Sep, 2025

Board and leadership updates

  • Two new board members with extensive oncology experience were appointed, enhancing expertise in drug development and commercialization.

  • Recent board additions aim to build a world-class oncology-focused organization.

  • The board now includes leaders with backgrounds in translational oncology, drug development, and commercial enterprise.

Pipeline and clinical development insights

  • Zelanectide, a bicycle drug conjugate, shows strong efficacy and a differentiated safety profile in metastatic urothelial cancer.

  • Phase 1 data indicate comparable efficacy to PADCEV with lower rates of severe skin toxicity and milder, reversible neuropathy.

  • Market research shows 84% of surveyed oncologists would recommend zelanectide plus EBP over EVP, indicating strong physician support.

  • Pivotal DURAVELO II trial design incorporates learnings from Phase 1, focusing on broad patient inclusion and competitive endpoints.

  • Interim data and dose selection updates are expected after a planned FDA meeting in Q4, with a qualitative release anticipated.

Expansion into new indications and diagnostics

  • Nectin-4 amplification identified as a key biomarker in bladder, lung, and breast cancers, with response rates up to 50-60% in amplified patients.

  • Phase 2 studies in breast and lung cancer are ongoing, selecting patients based on Nectin-4 expression and developing companion diagnostics.

  • Companion diagnostics using FISH and NGS are being developed to support targeted therapy in these indications.

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Q3 202530 Oct, 2025
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Frequently asked questions

Bicycle Therapeutics plc is a clinical-stage biopharmaceutical company focused on developing a novel class of medicines known as Bicycle molecules. These molecules are fully synthetic short peptides constrained by small molecule scaffolds, forming two loops that stabilize their structure. This design allows them to bind to targets with high affinity and selectivity, making them promising candidates for drug development, particularly in areas where existing therapeutics are lacking. Bicycle Therapeutics is headquartered in Cambridge, UK, with significant operations in Cambridge, Massachusetts. Its shares are listed on NASDAQ.

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