Bicycle Updates

Bicycle Therapeutics (BCYC) — BCYC Provides Broad Update: Pivotal Duravelo-2 Data Due in 2H25

Posted: December 16, 2024

Bicycle (BCYC) — BCYC has been under pressure recently after the company provided updates on its zelenectide (BT8009) program. The company provided topline Phase I/II Duravelo-1 data of zelenectide+pembro combo in 1L mUC, timing expectations for subsequent Phase II/III Duravelo-2 readouts  (…more)

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MTSL Issue 1037

Posted: October 25, 2024

MTSL Issue 1037 (dated 10/24/24) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #BCYC #bicycletherapeutics #SGMO #sangamo #VKTX #viking

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MTSL Issue 1035

Posted: September 20, 2024

MTSL Issue 1035 (dated 09/19/24) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #BCYC #bicycletherapeutics #BMRN #biomarin #INCY #incyte #IONS #ionis #SKYE

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MTSL Issue 1032

Posted: August 9, 2024

MTSL Issue 1032 (dated 08/08/24) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ACAD #acadia #BCYC #bicycle #CLDX #celldex #INCY #incyte #MDGL #madrigal #PGEN #precigen #SGMO #sangamo #VXRT #vaxart

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MTSL Issue 1031

Posted: July 26, 2024

MTSL Issue 1031 (dated 07/25/24) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ALKS #alkermes #BCYC #bicycle #IONS #ionis #SGMO #sangamo #SKYE #VKTX #viking

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MTSL Issue 1027

Posted: May 24, 2024

MTSL Issue 1027 (dated 05/23/24) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #BCYC #bicycle #ESPR #esperion #INCY #incyte #IONS #ionis #SGMO #sangamo #VXRT #vaxart

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MTSL Issue 1025

Posted: April 26, 2024

MTSL Issue 1025 (dated 04/25/24) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #BCYC #bicycle #CLDX #celldex #INCY #incyte #MDGL #madrigal #PGEN #precigen #VKTX #viking

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MTSL Issue 1017

Posted: January 6, 2024

MTSL Issue 1017 (dated 01/04/24) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ALKS #alkermes #BCYC #bicycle #ESPR #esperion

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MTSL Issue 1013

Posted: November 5, 2023

MTSL Issue 1013 (dated 11/02/23) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ALKS #alkermes #BCYC #bicycle #CLDX #celldex #INCY #incyte #SGMO #sangamo #VXRT #vaxart

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MTSL Issue 1011

Posted: October 1, 2023

MTSL Issue 1011 (dated 09/28/23) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #BCYC #bicycle #CLDX #celldex #IONS #ionis #VKTX #viking

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MTSL Issue 1010

Posted: September 17, 2023

MTSL Issue 1010 (dated 09/14/23) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #BCYC #bicycle #BMRN #biomarin #MDGL #madrigal #VXRT #vaxart #VKTX #viking

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MTSL Issue 1006

Posted: July 23, 2023

MTSL Issue 1006 (dated 07/20/23) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ACAD #acadia #BCYC #bicycle #MDGL #madrigal #SGMO #sangamo

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MTSL Issue 1001

Posted: May 14, 2023

MTSL Issue 1001 (dated 5/11/23) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ACAD #acadia #ALKS #alkermes #BCYC #bicycletherapeutics #BMRN #biomarin #CLDX #celldex #ESPR #esperion #MDGL #madrigal #PGEN #precigen #VXRT #vaxart

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MTSL Issue 999

Posted: April 16, 2023

MTSL Issue 999 (dated 4/13/23) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #BCYC #bicycle #PCRX #pacira #PGEN #precigen

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MTSL Issue 998

Posted: April 2, 2023

MTSL Issue 998 (dated 3/30/23) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #BCYC #bicycle #CLDX #celldex #INCY #incyte #IONS #ionis #MYOV #myovant #SGMO #sangamo #VKTX #viking #ZYNE #zynerba

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Sorting Through The Rubble

Posted: March 13, 2023

BIOINVEST SPECIAL UPDATE – Biotechs were under pressure this week as the sudden failure of SVB and drug pricing concerns delivered a double whammy in a continued rising rate environment. In our view, while all biotech stocks are being sold indiscriminately, we believe (…more)

MTSL Issue 996

Posted: March 5, 2023

MTSL Issue 996 (dated 3/02/23) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ACAD #acadia #BCYC #bicycle #CLDX #celldex #IONS #ionis #PCRX #pacira #SGMO #sangamo

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MTSL Issue 995

Posted: February 19, 2023

MTSL Issue 995 (dated 2/16/23) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: @ALKS #alkermes #BCYC #bicycle #INCY #incyte #VXRT #vaxart

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Bicycle Therapeutics (BCYC) — BCYC’s BT8009 Delivers Positive Phase I Data at ASCO GI

Posted: February 14, 2023

Bicycle (BCYC) — BCYC announced positive BT8009 Phase I data today in heavily pre-treated cancer patients at ASCO GI. In our view, the strong data point out the potential for BT8009 to become a best in class drug and a significant differentiated treatment option for cancer patients. (…more)

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MTSL Issue 993

Posted: January 22, 2023

MTSL Issue 993 (dated 1/19/23) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ACAD #acadia #TCRT #alaunos #ALKS #alkermes #BCYC #bicycle #CLDX #celldex #ESPR #esperion #IONS #ionis #PGEN #precigen #ZYNE #zynerba

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MTSL Issue 989

Posted: November 20, 2022

MTSL Issue 988 (dated 11/17/22) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #TCRT #alaunos #BCYC #bicycle CLDX #celldex #ESPR #esperion #PGEN #precigen #VXRT #vaxart

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MTSL Issue 985

Posted: September 25, 2022

MTSL Issue 985 (dated 09/22/22) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #TCRT #alaunos #BCYC #bicycletherapeutics #ESPR #esperion #PCRC #pacira #SGMO #sangamo

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MTSL Issue 984

Posted: September 11, 2022

MTSL Issue 984 (dated 09/08/22) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #TCRT #alaunos #BCYC #bicycle #IONS #ionis #PCRX #pacira #SGMO #sangamo #VXRT #vaxart

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MTSL Issue 982

Posted: August 14, 2022

MTSL Issue 982 (dated 08/11/22) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ACAD #acadia #BMRN #biomarin #BCYC #bicycle #CLDX #celldex #ESPR #esperion #IONS #ionis #INCY #incyte #MDGL #madrigal #MYOV #myovant #PGEN #precigen #SGMO #sangamo #VXRT #vaxart #ZYNE #zynerba

MTSL Issue 980

Posted: July 17, 2022

MTSL Issue 980 (dated 07/14/22) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #bicycle #BCYC #ionis #IONS #pacira #PCRX #precigen #PGEN

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MTSL Issue 977

Posted: June 5, 2022

MTSL Issue 977 (dated 06/02/22) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ACAD #acadia #TCRT #alaunos #BCYC #bicycle #BMRN #biomarin #MDGL #madrigal #PLXP #plxpharma #VXRT #vaxart

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MTSL Issue 974

Posted: April 17, 2022

MTSL Issue 974 (dated 04/13/22) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #BCYC #bicycle #CLDX #celldex #ESPR #esperion #IONS #ionis #MYOV #myovant

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Bicycle Therapeutics (BCYC) — We Are Buyers On AACR Weakness

Posted: April 11, 2022

Bicycle (BCYC) —We Are Buyers On AACR Weakness. BCYC shares are weak today after presenting updated data on BT8009, a lead BTC clinical compound, at the AACR conference over the weekend. Our investment thesis remains intact. (…more)

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MTSL Issue 973

Posted: April 3, 2022

MTSL Issue 973 (dated 03/31/22) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #BCYC #bicycle #INCY #incyte #IONS #ionis #SGMO #sangamo #TCRT #alaunos

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