Bicara Therapeutics Inc. (BCAX)
NASDAQ:BCAX
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Earnings Data
Report Date
Aug 18, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
-0.8Last Year’s EPS
-0.5Same Quarter Last Year
Strong Buy
Based on 11 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed strong positive clinical momentum for ficera (deep, durable responses, peer-reviewed publication, planned pivotal interim in mid-2027 and upcoming 3‑year ASCO data), meaningful commercial and organizational build-out, and a bolstered balance sheet providing runway into H1 2029. Offsetting risks include rising operating expenses, limited size/maturity of some cohorts, regulatory/design considerations for the alternative dosing study, and competitive/expansion challenges in tough indications like CRC. On balance, the highlights — notably compelling clinical efficacy signals and secured funding — substantially outweigh the lowlights, but key open milestones (ASCO updates, interim analysis, alternative dosing readout) remain important near‑term catalysts and risks.Company Guidance
Strong Clinical Efficacy Signals in Phase Ib Expansion
Phase Ib expansion (approx. 90 patients across 3 cohorts) showed deep, durable responses. The 1,500 mg weekly + pembrolizumab cohort has median duration of response of 21.7 months and median overall survival of 21.3 months — described as more than doubling overall survival versus standard-of-care pembrolizumab in HPV-negative patients (>100% improvement).
High Depth of Response
Management reported that more than 80% of patients achieved a tumor depth of response of 80% or greater in cohorts evaluated, supporting the TGF-beta inhibition hypothesis as a driver of durability and tumor penetration.
Regulatory & Pivotal Pathway Progress
FORTIFI-HN01 enrollment is on track for substantial completion by year-end with an interim analysis planned mid-2027 for potential accelerated approval based on overall response rate with 6 months' durability (and qualitative OS).
Alternative Dosing Study Planned (Potential Commercial Benefit)
Based on FDA discussions, an alternative dosing (12-week 1,500 mg weekly loading then randomized to 1,500 mg weekly vs 2,250 mg every-3-weeks maintenance) will start in Q3, enrolling ~150–200 patients with PFS as the primary endpoint to support a more convenient regimen for patients/providers and life-cycle management.
Peer-Reviewed Publication & Upcoming ASCO Data
Peer-reviewed manuscript published in Journal of Clinical Oncology describing Phase Ib expansion (1,500 mg weekly cohort). ASCO 2026 will present updated data including 3-year follow-up for the 1,500 mg cohort and longer-term endpoints for the 750 mg and 2,000 mg cohorts, expanding evidence of durability and safety.
Strengthened Balance Sheet and Runway
Completed an oversubscribed public offering in February generating $161.8 million net proceeds; ended Q1 2026 with $539.8 million in cash, equivalents and marketable securities, providing runway into the first half of 2029 to support pivotal development and early commercial investments.
Commercial and Organizational Build-Out
Transition to commercial-stage leadership: new Chief Commercial Officer (Chris Sarchi) hired and internal promotion of Bill Schelman to CMO; management is building market access, commercial operations and prelaunch infrastructure ahead of potential launch.
Large Market Opportunity and Strategic Focus
Head and neck cancer market projected >$5 billion into the 2030s, ~50,000 annual incident patients globally and ~18,000 in the U.S.; strategy focused initially on HPV-negative frontline recurrent/metastatic patients where HPV status is known at diagnosis and unmet need is high.
BCAX Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
BCAX Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 11, 2026 | $22.58 | $22.92 | +1.51% |
Mar 30, 2026 | $18.37 | $19.04 | +3.65% |
Nov 18, 2025 | $15.05 | $15.57 | +3.46% |
Aug 12, 2025 | $9.99 | $10.47 | +4.80% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Bicara Therapeutics Inc. (BCAX) report earnings?
Bicara Therapeutics Inc. (BCAX) is schdueled to report earning on Aug 18, 2026, Before Open (Confirmed).
What is Bicara Therapeutics Inc. (BCAX) earnings time?
Bicara Therapeutics Inc. (BCAX) earnings time is at Aug 18, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
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What is BCAX EPS forecast?
BCAX EPS forecast for the fiscal quarter 2026 (Q2) is -0.8.