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.
Bicycle Therapeutics plc filings document a clinical-stage pharmaceutical issuer whose Nasdaq-listed ADSs each represent one ordinary share. The company’s 8-K reports furnish quarterly and annual financial results, business highlights, program updates for nuzefatide pevedotin and the EphA2 pipeline, and leadership and board changes.
Proxy materials cover annual general meeting matters, director elections, executive compensation, equity awards, and shareholder voting procedures for the England and Wales company. The filings also identify the ordinary share and ADS registration structure, Nasdaq listing context, governance arrangements, and material-event disclosures tied to the company’s Bicycle technology and oncology pipeline.
Bicycle Therapeutics plc filed an 8-K after issuing a press release on initial clinical data for its Nectin-4–targeting Bicycle Drug Conjugate zelenectide pevedotin in metastatic urothelial cancer. In the randomized Phase 2 Duravelo-2 trial, zelenectide plus pembrolizumab showed response rates comparable to published standard-of-care data while initial safety results suggested roughly four-fold lower skin reactions and about half the peripheral neuropathy rates. Updated Phase 1 Duravelo-1 results in cisplatin-ineligible patients also showed clinically meaningful median progression-free survival comparable to published standard of care. Across more than 600 treated patients, the company reports a consistent tolerability profile without new serious safety signals, and plans to share further randomized Phase 2 data in the second half of 2026.
Bicycle Therapeutics plc ownership disclosure: Armistice Capital, LLC and Steven Boyd report beneficial ownership of 3,398,000 American Depositary Shares, representing 6.75% of the class. The filing states Armistice Capital exercises shared voting and dispositive power over these shares as investment manager to a Master Fund.
Bicycle Therapeutics plc reporting persons Long Focus Capital Management, LLC and John Helmers disclosed beneficial ownership of 3,310,687 American Depositary Shares, representing 6.6% of the class as of the close of business on March 31, 2026.
The filing states Long Focus holds shared voting and dispositive power over these ADSs under investment management agreements and that the shares were purchased on behalf of clients; no single client owns more than 5% of the class.
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.