Bicycle Therapeutics Limited SEC Filings

Bicycle Therapeutics plc (BCYC) filing a Form 144 notifies the SEC of a proposed sale of 486 shares of common stock with an aggregate market value of $3,447.00, scheduled for 10/02/2025 on Nasdaq. The filing shows those shares were acquired the same day as restricted stock units (RSUs) and paid as equity compensation, with an acquisition quantity of 750 RSU units dated 10/02/2025. The filer also reported a prior sale of 206 shares on 07/02/2025 for gross proceeds of $1,461.00. The company's outstanding share count listed in the form is 49,868,567, which places the proposed sale at a de minimis fraction of total shares outstanding.

Bicycle Therapeutics plc (BCYC) Form 144 notifies of a proposed sale of 2,264 shares of Common Stock through Stifel Nicolaus & Company Inc. on or about 10/02/2025, with an aggregate market value of $19,023. The filing lists total shares outstanding as 49,868,567, indicating the proposed sale is a small fraction of the company’s stock.

The securities were acquired as Restricted Stock Units from the issuer on 10/02/2025 (2,437 units) and 10/03/2025 (2,031 units) and paid as equity compensation. The filer (listed as Alistair Milnes at the address shown) previously sold 1,149 and 966 shares on 07/02/2025 and 07/03/2025, generating $8,148 and $7,184 respectively.

Bicycle Therapeutics plc director Herve Hoppenot received equity awards on September 8, 2025. The filing reports an award of 12,500 restricted share units (RSUs), each representing a contingent right to one ordinary share, and a grant of a stock option to purchase 25,000 ordinary shares at an exercise price of $7.16 per share. Both the RSUs and option vest in three equal annual installments on September 8, 2026, 2027 and 2028. Following the grants, Mr. Hoppenot beneficially owns 12,500 ordinary shares and has options covering 25,000 shares.

Roger D. Dansey, a director of Bicycle Therapeutics plc (BCYC), reported equity awards on a Form 4 filed for transactions dated 09/08/2025. The filing shows an award of 12,500 restricted share units (RSUs) and an option to purchase 25,000 ordinary shares at a $7.16 exercise price. Each RSU represents a contingent right to one ordinary share and the RSUs vest in three equal annual installments on 09/08/2026, 09/08/2027 and 09/08/2028. The option also vests in three equal annual installments on the same dates and expires on 09/08/2035. Ownership reported is direct for both awards.

Herve Hoppenot submitted an Initial Statement of Beneficial Ownership (Form 3) for Bicycle Therapeutics plc (BCYC) reporting the event date 09/08/2025. The filing identifies Mr. Hoppenot as a Director and states no securities are beneficially owned by him. The form is signed on behalf of the reporting person by an attorney-in-fact, Travis Thompson, dated 09/10/2025. The filing contains no equity holdings or derivative positions.

Bicycle Therapeutics plc (BCYC) Form 3 reports that Roger D. Dansey, listed as a Director, filed an initial beneficial ownership statement for the event dated 09/08/2025. The filing states no securities are beneficially owned by the reporting person. The form was signed on 09/10/2025 by an attorney-in-fact.

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.

Armistice Capital, LLC and Steven Boyd report shared beneficial ownership of 359,703 American Depositary Shares of Bicycle Therapeutics plc, representing 4.99% of the class. Armistice Capital is the investment manager of the Master Fund, the direct holder of the shares, and under an Investment Management Agreement Armistice Capital exercises voting and investment power over those securities. Steven Boyd, as managing member of Armistice Capital, is reported with the same shared voting and dispositive power. The filing states the securities were acquired and are held in the ordinary course of business and not for the purpose of changing control.

Point72 entities and Steven A. Cohen report beneficial ownership of 1,860,317 ADSs of Bicycle Therapeutics plc, equal to 3.9% of the outstanding ordinary share class. The ADSs are quoted on Nasdaq under ticker BCYC and each ADS represents one ordinary share. The holdings are reported as shared voting and dispositive power, with no sole voting or dispositive power disclosed.

The filing clarifies that Point72 Asset Management acts as investment manager for the fund holding these ADSs, Point72 Capital Advisors is the general partner, and Mr. Cohen controls the reporting entities. The statement notes the position was not acquired to change or influence control of the issuer.