Welcome to our dedicated page for Bicycle Therapeutics SEC filings (Ticker: BCYC), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Bicycle Therapeutics plc (NASDAQ: BCYC) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures as filed with the U.S. Securities and Exchange Commission. Bicycle Therapeutics is a clinical-stage pharmaceutical company developing Bicycle molecules, Bicycle Drug Conjugates (BDC) and Bicycle Radioconjugates (BRC), and its filings offer detailed insight into its operations, governance and financial condition.
Investors can review Form 10-K annual reports and Form 10-Q quarterly reports to understand how the company describes its Bicycle technology platform, clinical pipeline, collaboration revenue, research and development expenses, and other key aspects of its biotechnology business. Current reports on Form 8-K, such as those furnished for quarterly financial results and Board of Directors changes, provide timely information on material events, including clinical updates, cost realignment actions, and governance developments.
Because BCYC is listed on The Nasdaq Stock Market LLC through American Depositary Shares, its SEC filings also detail the securities registered under Section 12(b) of the Exchange Act and related listing information. Users interested in director and executive matters can look to proxy materials and 8-K items addressing appointments, compensation policies and inducement equity awards granted under the company’s 2024 Inducement Plan.
On Stock Titan, each BCYC filing is accompanied by AI-powered summaries that highlight the main points of lengthy documents, helping readers quickly identify disclosures related to clinical trial progress, collaboration agreements, and financial runway commentary. The platform also surfaces insider-related filings such as Form 4 when available, enabling users to monitor reportable transactions by directors and officers alongside the company’s broader SEC reporting history.
Bicycle Therapeutics plc ownership disclosure: Invus Public Equities directly held 1,368,586 ADSs and Avicenna Life Sci Master Fund directly held 192,296 ADSs as of March 31, 2026. Each ADS represents one Ordinary Share, nominal value GBP 0.01. The filing states 50,269,082 Shares outstanding as of March 12, 2026. Reporting Persons and related entities may be deemed beneficial owners through control relationships; Raymond Debbane is identified as a controlling person across the reporting entities.
Bicycle Therapeutics plc reported a Q1 2026 net loss of $60.8 million, essentially flat versus Q1 2025, as it continues investing in its clinical pipeline of Bicycle® molecules for oncology.
Collaboration revenue fell sharply to $0.9 million from $10.0 million, mainly reflecting the wind-down of prior Novartis and Genentech collaborations. Operating expenses declined to $66.4 million from $80.2 million, helped by lower research and development and general and administrative costs and U.K. R&D incentives of $6.0 million.
The company ended the quarter with $559.5 million in cash and cash equivalents and expects this to fund operations for at least 12 months. In March 2026 it announced a strategic reprioritization toward next‑generation conjugates and nuzefatide pevedotin, plus an approximately 30% workforce reduction targeting about a 50% annual operating expense reduction, with $7.2 million in expected severance charges.
Bicycle Therapeutics plc reported first quarter 2026 results, highlighting progress in its oncology pipeline and a solid cash position. Collaboration revenue was $887,000 for the quarter, compared with $9.98 million in the same period of 2025. Research and development expenses were $48.9 million and general and administrative expenses were $17.5 million, leading to a net loss of $60.8 million, or $0.87 per share.
The company ended March 31, 2026 with $559.5 million in cash and cash equivalents and stated it expects this to provide a cash runway into 2030. Bicycle highlighted emerging data for its EphA2-targeting drug conjugate nuzefatide pevedotin, including initiation of a Phase 2 trial in pancreatic cancer, and ongoing development of zelenectide pevedotin in metastatic urothelial cancer via the randomized Duravelo-2 Phase 2 trial.
Bicycle Therapeutics plc has called its 2026 Annual General Meeting for June 17, 2026 in Cambridge, U.K. Shareholders will vote on nine ordinary resolutions, including re-election of Class I directors Felix Baker and Hervé Hoppenot, an advisory say-on-pay vote on named executive officer compensation, and multiple auditor items.
Investors are asked to ratify and re-appoint PricewaterhouseCoopers LLP as both independent registered public accounting firm and U.K. statutory auditors, authorize the audit committee to set audit fees, adopt the 2025 U.K. Annual Report, and approve the directors’ remuneration report and a binding directors’ remuneration policy. The board recommends voting in favor of all proposals. Ordinary shareholders of record at 6:00 p.m. London time on June 15, 2026, and ADS holders of record at 5:00 p.m. Eastern on April 20, 2026, may vote.
Bicycle Therapeutics plc provided a pipeline update on its EphA2-targeted programs, highlighting new data for nuzefatide pevedotin presented at the AACR Annual Meeting 2026. Phase 1 combination data for 6.5mg/m2 Q2W nuzefatide pevedotin plus nivolumab in previously treated metastatic urothelial cancer showed an encouraging preliminary efficacy and differentiated tolerability profile.
The company identified 8mg/m2 Q2W as the preferred monotherapy dose and has begun a Phase 2 trial in second-line and later pancreatic ductal adenocarcinoma, with the first patient dosed. Nuzefatide has been given to over 150 patients with hard-to-treat tumors, and imaging data in 15 of 18 PDAC patients support EphA2 as a novel cancer target and the potential of Bicycle radioligand molecules.
Bicycle Therapeutics PLC officer Michael Charles Ferguson reported selling a total of 1,772 Ordinary Shares in two transactions on April 2 and April 6, 2026, at weighted average prices around $4.91 and $5.05 per share.
According to the disclosure, these shares were sold solely to cover statutory tax withholding obligations arising from the vesting and settlement of RSUs under a mandatory “sell to cover” arrangement, rather than as discretionary open‑market sales. After these sales, Ferguson directly holds 96,136 Ordinary Shares.
Bicycle Therapeutics plc Chief Financial Officer Travis Alvin Thompson reported required sales of ordinary shares to cover taxes on vesting RSUs. On April 2, he sold 799 shares at a weighted average price of $4.91, from trades between $4.88 and $4.98. On April 6, he sold 102 shares at $5.05. The filing states these transactions were mandated "sell to cover" sales for statutory tax withholding and were not discretionary. After these sales, he directly holds 65,364 ordinary shares.
Bicycle Therapeutics plc Chief Operating Officer Jennifer Scott Perry sold a total of 1,408 ordinary shares of the company in early April 2026. The sales occurred on April 2 and April 6 at prices around $4.91–$5.05 per share. A portion of the shares was sold to cover statutory tax withholding obligations tied to the vesting and settlement of restricted stock units under a mandatory “sell to cover” arrangement, meaning those shares were not sold at her discretion. The filing also notes that one of the transactions was executed pursuant to a pre-arranged Rule 10b5-1 trading plan adopted on March 27, 2025. Following these transactions, she directly holds 92,464 ordinary shares.
Bicycle Therapeutics CEO Kevin Lee disposed of 7,683 Ordinary Shares in mandated transactions tied to RSU vesting. The sales, executed as "sell to cover" for statutory tax withholding, occurred at weighted average prices around $4.91 and $5.05 per share. After these transactions, he continues to hold 611,313 Ordinary Shares directly.