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 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.
Bicycle Therapeutics plc has appointed Travis Thompson as Chief Financial Officer, effective January 29, 2026, succeeding Alethia Young. Thompson previously served as Senior Vice President and Chief Accounting Officer and joined the company in 2018 before its IPO.
Under his new employment agreement, Thompson will receive a $500,000 base salary, a target annual cash bonus equal to 50% of salary, and an option to purchase 58,000 ordinary shares subject to standard vesting. He is eligible for severance of nine months’ salary and COBRA if terminated without cause or for good reason, increasing to 18 months’ salary, 18 months’ COBRA, a full target bonus and full equity vesting if this occurs within 12 months after a change in control.
Young will remain in an interim capacity through April 29, 2026 and then serve as a paid consultant. Her separation terms include nine months of base salary severance, a full 2025 bonus at target, a pro-rated 2026 bonus for the transition period, up to nine months of COBRA, and consulting fees of $2,000 per service day (up to five days per month), with continued vesting of outstanding equity awards during the consulting period.
Bicycle Therapeutics plc filed a current report to share that it issued a press release on January 12, 2026 describing its recent accomplishments and strategic priorities for 2026. The company furnished this press release as Exhibit 99.1 to the report.
The filing confirms that Bicycle Therapeutics’ American Depositary Shares trade on The Nasdaq Stock Market under the symbol BCYC, and it includes standard exhibit and signature information, with the report signed by the company’s Chief Financial Officer, Alethia Young.
Bicycle Therapeutics chief technology officer Michael Skynner reported new equity awards and related tax-share sales. On January 2, 2026, he received 50,000 restricted share units, each representing one ordinary share at $0, with one-fourth vesting on January 2, 2027 and the rest vesting in 12 equal quarterly installments. He also received an employee stock option for 100,000 ordinary shares at an exercise price of $7.08, vesting one-fourth on January 2, 2027 and the remainder in 36 equal monthly installments.
To cover statutory tax withholding obligations from RSU vesting and settlement, 3,045 ordinary shares were sold on January 2, 2026 at a weighted average price of $6.8 and 3,266 shares were sold on January 5, 2026 at a weighted average price of $6.46, as mandated by his award agreement. After these transactions, he directly owned 161,966 ordinary shares and 100,000 options.
Bicycle Therapeutics director Roger D. Dansey reported new equity awards in the form of ordinary shares and stock options. On January 2, 2026, he received 3,032 ordinary shares as a restricted share unit (RSU) award at a price of $0 per share, bringing his directly held ordinary shares to 15,532.
The RSUs will vest in four equal installments on March 15, 2026, June 15, 2026, September 15, 2026 and December 15, 2026, with each RSU representing a contingent right to receive one ordinary share. He was also granted a stock option for 6,065 ordinary shares at an exercise price of $7.08, which will vest in four equal installments on the same 2026 dates and will expire on January 2, 2036.
Bicycle Therapeutics director Herve Hoppenot reported equity awards from the company. On January 2, 2026, he received 3,032 ordinary shares in the form of a restricted share unit (RSU) award, with no cash price per share at grant. Each RSU represents the right to receive one ordinary share.
He was also granted a stock option for 6,065 ordinary shares at an exercise price of $7.08 per share. Both the RSUs and the option vest in four equal installments on March 15, 2026, June 15, 2026, September 15, 2026 and December 15, 2026. After the RSU grant, Hoppenot beneficially owned 15,532 ordinary shares directly, plus the option covering 6,065 shares.
Bicycle Therapeutics plc reported new equity awards to director Janice Bourque. On January 2, 2026, she received 9,500 ordinary shares as a restricted share unit (RSU) award, with the RSUs vesting in four equal installments on March 15, 2026, June 15, 2026, September 15, 2026 and December 15, 2026. Each RSU represents a contingent right to receive one ordinary share.
On the same date, she was also granted a stock option to purchase 19,000 ordinary shares at an exercise price of $7.08 per share, vesting in four equal installments on those same 2026 dates and expiring on January 2, 2036. Following these awards, she beneficially owns 32,500 ordinary shares directly and holds 19,000 stock options.
Bicycle Therapeutics plc reported equity awards linked to funds advised by Baker Bros. Advisors LP. On January 2, 2026, the company granted 19,000 restricted share units (RSUs), each representing one American Depositary Share (ADS) or one ordinary share, and 38,000 share options with a strike price of $7.08, in respect of Felix J. Baker’s service as a director under the 2020 Equity Incentive Plan.
The RSUs and options vest in four equal quarterly installments on March 15, 2026, June 15, 2026, September 15, 2026 and December 15, 2026, subject to his continued board service. Footnotes state that, under the adviser’s policies, Felix J. Baker does not have any right to these compensation securities; instead, funds including 667, L.P. and Baker Brothers Life Sciences, L.P. have an indirect proportionate pecuniary interest, and Baker Bros. Advisors LP holds voting and dispositive power over the RSUs, options and any ADS or ordinary shares issued from them.
Bicycle Therapeutics plc filed a Form S-8 to register an additional 1,300,000 ordinary shares, nominal value £0.01 per share, for issuance under the Amended and Restated Bicycle Therapeutics plc 2020 Equity Incentive Plan. The increase is pursuant to Amendment No. 1 to the 2020 Plan and was filed under General Instruction E, adding to previously registered plan shares.
Bicycle Therapeutics (BCYC) reported a larger quarterly loss while maintaining a strong cash position. For the three months ended September 30, 2025, collaboration revenue rose to $11.7 million from $2.7 million a year ago, driven by $6.5 million recognized upon termination of the Genentech collaboration and a $2.0 million milestone from Ionis tied to IND acceptance. Operating expenses were $77.3 million versus $66.5 million, reflecting pipeline advancement. Net loss was $59.1 million, or $0.85 per share, compared with $50.8 million, or $0.74 per share, last year.
Cash and cash equivalents were $648.3 million as of September 30, 2025. Deferred revenue totaled $86.4 million, including balances from Bayer ($40.4 million), Novartis ($42.1 million) and Ionis ($3.8 million). The company recorded $7.6 million of U.K. R&D incentives in the quarter and held $67.3 million receivable; $38.2 million was collected in October 2025. In August, Bicycle launched cost reduction initiatives targeting ~30% lower planned operating costs over its runway, including a workforce reduction of ~25%, with $4.1 million in Q3 charges.
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