Bicara Therapeutics Inc.

BCAX

Held by 3 specialist biotech funds

High Convergence

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Fund Holdings

3 fund convergence

OrbiMed Advisors RA Capital Management Rock Springs Capital

Catalysts

No catalysts tracked.

Activist Filings

SC 13D/ARA Capital Management11.5%Mar 2, 2026

SC 13DRA Capital Management12.8%Sep 23, 2024

Position Details

OrbiMed AdvisorsNEWFeb 17, 2026

Shares: 209,100Value: $3.5M

# Signal Note: OrbiMed Initiates $3.5M Position in BCAX OrbiMed's entry into Bicara signals confidence in the company's lead program, Bica101, a TIM-3/PD-1 bispecific antibody in development for solid tumors where checkpoint inhibitor resistance is prevalent. The timing suggests potential near-term catalyst visibility, likely tied to clinical data readouts or partnership developments that could validate the bispecific approach in an increasingly competitive immuno-oncology landscape. This represents a meaningful validation from a tier-1 healthcare investor with deep clinical development expertise.

RA Capital ManagementNEW

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Insider Signals

No insider signals tracked.

Also Held by These Funds

MLYS3 funds SION3 funds JANX3 funds ASND3 funds RYTM3 funds NBIX2 funds OLMA2 funds APLS

Research Links

Yahoo Finance →SEC EDGAR →ClinicalTrials.gov →

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AI Signal

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# Signal Note: RA Capital initiates $117M position in BCAX RA Capital's $117M entry into Bicara signals conviction in BIC1002, a CD73 inhibitor in Phase 2 development for renal cell carcinoma (RCC) and other solid tumors, where CD73-mediated immunosuppression is a validated resistance mechanism to checkpoint inhibitors. The timing suggests confidence in near-term Phase 2 readouts; Bicara previously outlined 2024 clinical milestones. Peter Kolchinsky's thesis typically targets undervalued immunotherapy plays with clear mechanistic differentiation and catalysts within 12-24 months.