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 Chief Operating Officer Jennifer Scott Perry has filed an initial ownership report showing her equity position in the company. The filing lists direct ownership of 93,872 Ordinary Shares, which includes 84,697 restricted share units that vest in scheduled quarterly installments beginning on April 2, 2026 and April 3, 2026, and in larger tranches from January 2, 2027 onward.
In addition to common shares and RSUs, Perry holds multiple employee stock options over Ordinary Shares with different exercise prices and long-dated expirations. Examples include options over 20,000 underlying Ordinary Shares at an exercise price of $26.4500 expiring on September 1, 2032, and options over 100,000 underlying Ordinary Shares at an exercise price of $7.0800 expiring on January 2, 2036. The vesting footnotes show these options generally vest one-fourth on a specified initial date, with the remaining shares vesting in equal monthly installments over 36 months.
Bicycle Therapeutics plc (BCYC) is a clinical-stage biotech advancing a proprietary Bicycle® peptide platform focused on oncology and radiopharmaceuticals. Key internal programs include nuzefatide pevedotin for EphA2-positive tumors and metastatic pancreatic cancer, zelenectide pevedotin for Nectin-4–expressing cancers, BT1702 as a lead-212 radioconjugate targeting MT1-MMP, and BT7480, a tumor-targeted CD137 immune agonist.
In March 2026, the company announced a strategic reprioritization to concentrate on next-generation Bicycle conjugates. It plans to convert the Duravelo-2 zelenectide pevedotin trial from Phase II/III to randomized Phase II, discontinue Nectin-4 trials in breast and non-small cell lung cancer, and stop internal development of BT7480 after upcoming data while seeking partners. This shift is paired with an approximate 30% workforce reduction, which together with the pipeline focus is expected to cut annual operating expenses by about 50%.
Bicycle also highlights growing radiopharmaceutical capabilities, including BIA imaging agents and BRC therapeutics, backed by long-term supply agreements for reprocessed uranium and lead-212. Collaborations with Bayer and Ionis extend the platform into radiopharmaceuticals and oligonucleotide delivery, while an extensive global patent and trademark estate supports its technology.
Bicycle Therapeutics reported strong collaboration revenue growth but continued losses alongside a major strategic shift. Collaboration revenue reached $47.96M in Q4 2025, up from $3.71M a year earlier, and $72.59M for 2025 versus $35.28M in 2024. Operating expenses rose to $319.65M, driving a full-year net loss of $218.96M, or $3.16 per share.
The company held cash and cash equivalents of $628.11M as of December 31, 2025, and expects a strategic reprioritization, including a proposed workforce reduction of about 30%, to reduce annual operating expenses by roughly 50% and extend its cash runway into 2030.
Bicycle is deprioritizing internal development of zelenectide pevedotin in metastatic urothelial cancer after completing dose selection in the Duravelo-2 trial and will convert that study to a randomized Phase 2. Resources will shift toward BT5528 and a broader pipeline of Bicycle® conjugates and radioconjugates, supported by long-term isotope supply partnerships. The company also appointed Jennifer Perry, Pharm.D., as Chief Operating Officer, with associated compensation and severance terms.
BICYCLE THERAPEUTICS PLC ownership update: Westfield Capital Management Company, L.P. reports 0 shares of Common Stock, representing 0% of the class as of 02/28/2026. The amendment is signed by Brandi McMahon, Vice President, Deputy Chief Compliance Officer, dated 03/04/2026.
Bicycle Therapeutics plc reports significant institutional holdings in a Schedule 13G filing. As of February 25, 2026, Invus Public Equities, L.P. directly held 2,719,707 American Depositary Shares (ADSs) and Avicenna Life Sci Master Fund LP directly held 429,342 ADSs, each ADS representing one Ordinary Share, nominal value GBP 0.01 per share.
The filing states 49,929,952 Shares outstanding as of October 27, 2025. Related entities and principals—including Invus advisors and Mr. Raymond Debbane—are reported as having beneficial ownership interests; Mr. Debbane is shown with aggregate control of 3,149,049 ADSs (combined holdings noted above).
Bicycle Therapeutics plc received an amended Schedule 13G/A filing from Westfield Capital Management Company, L.P. reporting 0 shares beneficially owned of common stock, representing 0% as of 12/31/2025. The amendment is signed by Brandi McMahon, Vice President, Deputy Chief Compliance Officer, dated 03/03/2026.
Bicycle Therapeutics plc filed Amendment No. 2 to a Schedule 13G reporting that Westfield Capital Management Company, L.P. beneficially owned 0 shares of Common Stock as of 12/31/2025. The amendment is signed by Brandi McMahon and dated 03/03/2026.
Bicycle Therapeutics plc reports a Schedule 13G filing disclosing beneficial ownership of 3,236,000 American Depositary Shares, representing 4.99% of the class as reported.
The filing identifies Armistice Capital, LLC as investment manager to Armistice Capital Master Fund Ltd., with voting and dispositive power shared for the 3,236,000 ADS. Steven Boyd, as managing member of Armistice Capital, is also reported as a beneficial owner. The statement cites the holdings as of 12/31/2025 and is signed on 02/18/2026.
Westfield Capital Management Company, L.P. has reported beneficial ownership of 3,016,026 shares of Bicycle Therapeutics plc common stock, representing 6.04% of the class as of 12/31/2025.
Westfield has sole power to vote 2,801,276 shares and sole power to dispose of 3,016,026 shares, with no shared voting or dispositive power. The shares are owned of record by Westfield’s investment advisory clients, who are entitled to dividends and sale proceeds. Westfield states the holdings are in the ordinary course of business and not for the purpose of changing or influencing control of the company.
Bicycle Therapeutics reported that its Chief Financial Officer, Travis Thompson, received a grant of employee stock options on February 3, 2026. The award covers 58,000 options to buy ordinary shares at an exercise price of $6.49 per share.
The options were granted at no cost and are held directly. They vest over time: one-fourth of the total underlying shares vests on February 3, 2027, with the remaining options vesting in 36 equal monthly installments afterward, creating a multi-year retention and incentive structure.