Welcome to our dedicated page for BICYCLE THERAPEUTICS PLC 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.
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BICYCLE THERAPEUTICS PLC chief executive Kevin Lee reported two small share sales that were executed solely to cover taxes on vested RSUs. On July 2, 2026, he sold 5,905 ordinary shares at a weighted average price of $4.27 per share, followed by 1,737 shares on July 6, 2026 at a weighted average price of $4.31. A footnote explains these “sell to cover” transactions were mandated by his award agreement to satisfy statutory tax withholding obligations and were not discretionary market sales. After these transactions, Lee directly owns 603,671 ordinary shares, so the 7,642 shares sold represent only a small fraction of his holdings.
BICYCLE THERAPEUTICS PLC executive Michael Charles Ferguson reported small share sales linked to tax withholding on vested RSUs. He sold a total of 1,761 Ordinary Shares in two open-market transactions at weighted average prices of about $4.27 and $4.31 per share. According to the footnotes, these sales were mandated under a "sell to cover" arrangement to satisfy minimum statutory tax obligations from RSU vesting, rather than discretionary trading. After these transactions, he directly holds 94,375 Ordinary Shares.
BICYCLE THERAPEUTICS PLC Chief Financial Officer Travis Alvin Thompson reported the sale of 923 Ordinary Shares in two open-market transactions. The shares were sold at weighted average prices around $4.27 and $4.31 to cover statutory tax withholding obligations on vested RSUs, as required by his award agreement. Following these mandated sell-to-cover transactions, he holds 64,441 Ordinary Shares directly.
BCYC submitted a Rule 144 notice concerning proposed sales of Common Stock and restricted stock units. The filing lists 12,513 restricted stock units dated 07/02/2026, 3,594 restricted stock units dated 07/03/2026, and notes 1,716 shares sold on 04/06/2026. The filing is a routine notice of intended resale under Rule 144.
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.
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.