---
title: "Analyst Initiates Buy Rating on Nuzetide Developer, Citing Differentiated Efficacy in Urothelial Cancer and Advancing Pancreatic Cancer Program"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/284818639.md"
description: "TD Cowen analyst Tara Bancroft has initiated a Buy rating on BCYC stock, citing the promising efficacy of nuzefatide in treating metastatic urothelial cancer and advancements in pancreatic cancer trials. The strong response rates in EV-naïve patients suggest nuzefatide could be a differentiated treatment option. Additionally, the Phase II trial for pancreatic cancer has begun dosing with an optimized dose, supported by preclinical data. Needham also reiterated a Buy rating with a $15 price target. Bancroft has a 27.1% average return and a 51.23% success rate on her stock recommendations."
datetime: "2026-04-30T18:15:19.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/284818639.md)
  - [en](https://longbridge.com/en/news/284818639.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/284818639.md)
---

# Analyst Initiates Buy Rating on Nuzetide Developer, Citing Differentiated Efficacy in Urothelial Cancer and Advancing Pancreatic Cancer Program

TD Cowen analyst Tara Bancroft has maintained their bullish stance on BCYC stock, giving a Buy rating today.

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Tara Bancroft has given his Buy rating due to a combination of factors, primarily the compelling early efficacy profile of nuzefatide in metastatic urothelial cancer relative to historical immunotherapy outcomes. The strong overall and EphA2‑positive response rates, particularly in EV‑naïve patients, support the view that nuze could become a differentiated treatment option in this setting.

She also points to the advancing development in pancreatic cancer, where the Phase II trial has initiated dosing at a dose optimized from prior studies and is backed by robust preclinical activity across multiple PDAC models. Additional validation from EphA2‑targeted imaging, which confirms target expression and metastatic lesion detection in PDAC, further underpins confidence in the platform and pipeline, supporting a favorable risk‑reward profile for the stock.

Bancroft covers the Healthcare sector, focusing on stocks such as Ocular Therapeutix, Nanobiotix, and Day One Biopharmaceuticals. According to TipRanks, Bancroft has an average return of 27.1% and a 51.23% success rate on recommended stocks.

In another report released today, Needham also reiterated a Buy rating on the stock with a $15.00 price target.

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