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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.
Bicycle Therapeutics plc Chief Financial Officer Travis Alvin Thompson reported required sales of ordinary shares to cover taxes on vesting RSUs. On April 2, he sold 799 shares at a weighted average price of $4.91, from trades between $4.88 and $4.98. On April 6, he sold 102 shares at $5.05. The filing states these transactions were mandated "sell to cover" sales for statutory tax withholding and were not discretionary. After these sales, he directly holds 65,364 ordinary shares.
Bicycle Therapeutics plc Chief Operating Officer Jennifer Scott Perry sold a total of 1,408 ordinary shares of the company in early April 2026. The sales occurred on April 2 and April 6 at prices around $4.91–$5.05 per share. A portion of the shares was sold to cover statutory tax withholding obligations tied to the vesting and settlement of restricted stock units under a mandatory “sell to cover” arrangement, meaning those shares were not sold at her discretion. The filing also notes that one of the transactions was executed pursuant to a pre-arranged Rule 10b5-1 trading plan adopted on March 27, 2025. Following these transactions, she directly holds 92,464 ordinary shares.
Bicycle Therapeutics CEO Kevin Lee disposed of 7,683 Ordinary Shares in mandated transactions tied to RSU vesting. The sales, executed as "sell to cover" for statutory tax withholding, occurred at weighted average prices around $4.91 and $5.05 per share. After these transactions, he continues to hold 611,313 Ordinary Shares directly.
Bicycle Therapeutics PLC chief scientific officer Michael Skynner reported small share sales tied to tax withholding on vested RSUs. On two April dates, a total of 2,404 ordinary shares were sold in the open market at weighted average prices around $4.91 and $5.05 per share to cover statutory tax obligations mandated by his award agreement. After these transactions, he continued to hold 159,562 ordinary shares directly.
The Board of Bicycle Therapeutics plc convenes its 2026 Annual General Meeting on June 17, 2026 to consider nine ordinary resolutions including re-election of two Class I directors, advisory "say-on-pay" votes, ratification and re-appointment of PricewaterhouseCoopers LLP as auditors, and approval of the directors’ remuneration policy.
The proxy materials (including the 2025 U.K. Annual Report and Form 10-K) will be made available to ordinary shareholders and ADS holders with record dates of June 15, 2026 (ordinary shareholders) and April 20, 2026 (ADS holders). Voting procedures, quorum rules and voting deadlines are described in the proxy statement.