)
Bicycle Therapeutics (BCYC) investor relations material
Bicycle Therapeutics Jefferies London Healthcare Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Technology platform and pipeline
Bicyclic peptides offer high affinity and selectivity, enabling targeted delivery of various payloads, especially toxin and radio conjugates.
Lead asset zelenectide pevedotin targets Nectin-4 and is in pivotal phase 2/3 trials for bladder cancer, with additional studies in other tumor types.
BT5528 targets EphA2, a historically challenging antigen, and has shown a favorable safety profile in over 160 patients.
Radio conjugate programs leverage isotope-agnostic approaches and a broad target bank, aiming for rapid tumor penetration and short systemic half-life.
The platform's versatility allows for payloads including small molecules, cells, and imaging agents, supporting next-generation drug development.
Clinical data and differentiation
Zelenectide pevedotin has shown comparable efficacy to Padcev in phase 1, with improved safety, notably reduced neuropathy and skin toxicity.
Market research indicates strong physician preference for zelenectide plus pembrolizumab if safety improvements are confirmed.
Nectin-4 amplification identified in 20-30% of bladder, breast, and lung cancers; selecting for this biomarker increases response rates to 40-60%.
BT5528 has not shown the coagulopathy seen with other EphA2-targeting ADCs, and imaging data confirm target engagement in pancreatic cancer.
Significant updates for BT5528 are expected at a medical conference in the first half of 2026.
Regulatory and development strategy
The pivotal Duravelo-2 study for zelenectide pevedotin is a seamless phase 2/3 design, with dose optimization and global regulatory alignment.
Timeline for phase 2 data readout shifted from Q4 2025 to Q1 2026 to ensure feedback from FDA, EMA, and MHRA.
Accelerated approval will be sought based on ORR, with confirmatory data for full approval; top-line data will be released only if efficacy and safety meet internal benchmarks.
Data presentations are planned for medical meetings to provide comprehensive and mature datasets.
Studies in Nectin-4 amplified tumors are actively enrolling, with assay development and regulatory clearance completed.
Next Bicycle Therapeutics earnings date
Next Bicycle Therapeutics earnings date
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
Frequently asked questions
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Explore our global coverage
)
)