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Bicycle Therapeutics plc 8-K Filings

BCYC NASDAQ

Every 8-K that Bicycle Therapeutics plc (BCYC) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.

A 8-K covers material events a company has to report between its quarterly reports, so if you follow BCYC and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full BCYC filings page.

Rhea-AI Summary

Bicycle Therapeutics plc (BCYC) reported that on August 18, 2026, Charles Swanton resigned, effective immediately, as a Class II director on the Board of Directors, as a member of the Board’s committees, and as a member of the company’s Clinical Advisory Board. The company states that Dr. Swanton resigned for personal reasons and that his resignation was not due to any disagreement with Bicycle Therapeutics regarding its operations, policies, or practices.

Rhea-AI Summary

Bicycle Therapeutics plc reported second quarter 2026 results, highlighting collaboration revenue of $629 (in thousands) versus $2,920 (in thousands) a year earlier and total operating expenses of $55,188 (in thousands), driven by research and development of $41,160 (in thousands) and general and administrative costs of $14,028 (in thousands). Net loss was $50,333 (in thousands), or $0.72 per share, compared with $78,952 (in thousands), or $1.14 per share, in the prior-year quarter. Cash and cash equivalents were $510.1 million as of June 30, 2026, and the company expects its cash runway to extend into 2030.

Operationally, Bicycle Therapeutics advanced its oncology pipeline. A Phase 2 trial of nuzefatide pevedotin in recurrent pancreatic cancer is dosing patients at an 8mg/m2 Q2W regimen, and the first company-sponsored radioligand trial for BT1702, an MT1-MMP targeting BRC, is expected to begin in 2027. The safety profile of zelenectide pevedotin showed no new safety signals or Grade 4 or Grade 5 treatment-related adverse events. The company also expanded its Clinical Advisory Board with the appointment of oncologist Professor Thomas Powles.

Rhea-AI Summary

Bicycle Therapeutics plc reported the results of its annual general meeting, where shareholders approved all nine proposals put to a vote. A total of 49,696,908 ordinary shares were represented in person or by proxy, about 98.64% of issued and outstanding shares on June 17, 2026.

Shareholders re‑elected Felix Baker and Hervé Hoppenot as directors, approved on an advisory basis the compensation of named executive officers, and received and adopted the U.K. statutory accounts for the year ended December 31, 2025. They also approved the directors’ remuneration report and a new directors’ remuneration policy.

PricewaterhouseCoopers LLP was ratified as the Company’s independent registered public accounting firm for the year ending December 31, 2026 and re‑appointed as U.K. statutory auditors, with the Audit Committee authorized to determine their remuneration.

Rhea-AI Summary

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.

Rhea-AI Summary

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.

Rhea-AI Summary

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.

Rhea-AI Summary

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.

Rhea-AI Summary

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.

Rhea-AI Summary

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.

Rhea-AI Summary

Bicycle Therapeutics plc (BCYC) furnished an 8-K announcing quarterly results. The company reported it issued a press release covering financial results for the fiscal quarter ended September 30, 2025, along with other business highlights. The press release is furnished as Exhibit 99.1 and incorporated by reference. The Item 2.02 information, including Exhibit 99.1, is furnished and not deemed filed under Section 18 of the Exchange Act.

American Depositary Shares, each representing one ordinary share, trade on Nasdaq under the symbol BCYC.

Rhea-AI Summary

Bicycle Therapeutics plc reported that its Board of Directors increased in size from eight to ten members, effective September 8, 2025. The Board appointed Roger Dansey, M.D. as a Class III director with a term running until the 2028 annual general meeting, and Hervé Hoppenot as a Class I director with a term running until the 2026 annual general meeting.

Dr. Dansey will serve on the Scientific Committee and the Nominating and Corporate Governance Committee, while Mr. Hoppenot will join the Audit Committee and the Compensation Committee. The Board determined that both are independent under Nasdaq and applicable regulations, with Mr. Hoppenot also meeting the additional independence standards for audit and compensation committee service. As non-employee directors, they will participate in the company’s Non-Employee Director Compensation Policy and enter into the standard deed of indemnity.

Rhea-AI Summary

Bicycle Therapeutics plc filed a Form 8-K on 8 Aug 2025.

Item 2.02: The company furnished (not filed) a press release (Exhibit 99.1) containing financial results and business highlights for the quarter ended 30 Jun 2025. Actual revenue, EPS or cash-flow figures are not included in the 8-K; investors must refer to the exhibit for detail.

Item 5.02: The Board appointed Dr. Charles Swanton, M.D., Ph.D., FRS, FMedSci, FRCP, as a Class II director and member of the Scientific Committee, effective 12 Aug 2025. Because he already chairs the Company’s Clinical Advisory Board, Nasdaq rules deem him non-independent. His term runs until the 2027 AGM. Compensation under the Non-Employee Director Policy: $50 k annual director cash, $10 k Scientific Committee cash, an option for 25,000 ordinary shares and 12,500 RSUs, each vesting in three equal annual instalments.

No other material transactions, financial statements or strategic updates are contained in the filing.