Omega Fund Management disclosed a buy of 187,500 shares of Bicara Therapeutics (NASDAQ:BCAX) in a May 15, 2026, SEC filing, with the estimated transaction value at $3.23 million based on quarterly average pricing.
What happened
According to an SEC filing dated May 15, 2026, Omega Fund Management bought 187,500 additional shares of Bicara Therapeutics, with an estimated transaction value of $3.23 million based on the average closing price from January through March 2026. The quarter-end value of the BCAX position increased by $10.48 million, a figure that includes both the share addition and price appreciation during the period.
What else to know
This was a buy, taking the BCAX position to 29.16% of Omega Fund Management, LLC’s 13F reportable assets as of March 31, 2026.
Top five holdings after the filing:
NASDAQ: BCAX: $47.58 million (29.2% of AUM)
NYSE: NUVB: $34.67 million (21.2% of AUM)
NASDAQ: BBOT: $29.44 million (18.0% of AUM)
NASDAQ: KMTS: $20.37 million (12.5% of AUM)
NASDAQ: BBNX: $13.19 million (8.1% of AUM)
As of May 14, 2026, BCAX shares were priced at $20.65, up nearly 50% in the past year and well outperforming the S&P 500, which is instead up about 25%.
Company overview
Metric
Value
Price (as of market close 2026-05-14)
$20.65
Market capitalization
$1.11 billion
Net income (TTM)
($137.95 million)
One-year price change
50%
Company snapshot
Bicara Therapeutics develops bifunctional antibody therapies for solid tumors, with its lead candidate ficerafusp alfa targeting EGFR and TGF-beta pathways.
The firm operates a clinical-stage biopharmaceutical model focused on advancing novel oncology therapeutics through clinical trials; currently reports no product revenue.
It targets healthcare providers and institutions treating patients with solid tumor cancers, primarily within the biotechnology and oncology sectors.
Bicara Therapeutics is a clinical-stage biotechnology company specializing in the development of innovative bifunctional antibody therapies for solid tumor…
..
