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.
BCYC submitted a Form 144 notice regarding proposed sales of Common Stock by an issuer and recent restricted-stock dispositions. The filing lists proposed transfers of 4,624 shares (04/02/2026) and 1,093 shares (04/03/2026), and discloses prior sales of 3,244 shares (04/02/2026) and 3,416 shares (01/05/2026) with associated amounts shown.
The broker shown is Stifel Nicolaus & Company Inc and the market is Nasdaq. Transactions are labeled as Restricted Stock and Equity Compensation.
BCYC submitted a Form 144 notice disclosing proposed and recent restricted/common stock transactions. The filing lists proposed restricted stock sales of 3,937 shares dated 04/02/2026 and 1,093 shares dated 04/03/2026.
The filing also reports reported sales by Michael Skynner: 3,045 shares on 04/02/2026 for $20,699.91 and 3,266 shares on 01/05/2026 for $21,106.71. Additional entry shows a broker/dealer line with 2,500 shares and a Nasdaq reference.
BCYC affiliate submitted a Rule 144 notice describing planned and recent transactions in Common Stock. The filing lists proposed restricted-stock sales of 12,512 shares on 04/02/2026 and 3,593 shares on 04/03/2026. It also reports two prior sales: 10,325 shares sold on 04/02/2026 for $70,189.35 and 10,989 shares sold on 01/05/2026 for $71,013.74.
Bicycle Therapeutics plc Chief Operating Officer Jennifer Scott Perry has filed an initial ownership report showing her equity position in the company. The filing lists direct ownership of 93,872 Ordinary Shares, which includes 84,697 restricted share units that vest in scheduled quarterly installments beginning on April 2, 2026 and April 3, 2026, and in larger tranches from January 2, 2027 onward.
In addition to common shares and RSUs, Perry holds multiple employee stock options over Ordinary Shares with different exercise prices and long-dated expirations. Examples include options over 20,000 underlying Ordinary Shares at an exercise price of $26.4500 expiring on September 1, 2032, and options over 100,000 underlying Ordinary Shares at an exercise price of $7.0800 expiring on January 2, 2036. The vesting footnotes show these options generally vest one-fourth on a specified initial date, with the remaining shares vesting in equal monthly installments over 36 months.
Bicycle Therapeutics plc (BCYC) is a clinical-stage biotech advancing a proprietary Bicycle® peptide platform focused on oncology and radiopharmaceuticals. Key internal programs include nuzefatide pevedotin for EphA2-positive tumors and metastatic pancreatic cancer, zelenectide pevedotin for Nectin-4–expressing cancers, BT1702 as a lead-212 radioconjugate targeting MT1-MMP, and BT7480, a tumor-targeted CD137 immune agonist.
In March 2026, the company announced a strategic reprioritization to concentrate on next-generation Bicycle conjugates. It plans to convert the Duravelo-2 zelenectide pevedotin trial from Phase II/III to randomized Phase II, discontinue Nectin-4 trials in breast and non-small cell lung cancer, and stop internal development of BT7480 after upcoming data while seeking partners. This shift is paired with an approximate 30% workforce reduction, which together with the pipeline focus is expected to cut annual operating expenses by about 50%.
Bicycle also highlights growing radiopharmaceutical capabilities, including BIA imaging agents and BRC therapeutics, backed by long-term supply agreements for reprocessed uranium and lead-212. Collaborations with Bayer and Ionis extend the platform into radiopharmaceuticals and oligonucleotide delivery, while an extensive global patent and trademark estate supports its technology.
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.
BICYCLE THERAPEUTICS PLC ownership update: Westfield Capital Management Company, L.P. reports 0 shares of Common Stock, representing 0% of the class as of 02/28/2026. The amendment is signed by Brandi McMahon, Vice President, Deputy Chief Compliance Officer, dated 03/04/2026.
Bicycle Therapeutics plc reports significant institutional holdings in a Schedule 13G filing. As of February 25, 2026, Invus Public Equities, L.P. directly held 2,719,707 American Depositary Shares (ADSs) and Avicenna Life Sci Master Fund LP directly held 429,342 ADSs, each ADS representing one Ordinary Share, nominal value GBP 0.01 per share.
The filing states 49,929,952 Shares outstanding as of October 27, 2025. Related entities and principals—including Invus advisors and Mr. Raymond Debbane—are reported as having beneficial ownership interests; Mr. Debbane is shown with aggregate control of 3,149,049 ADSs (combined holdings noted above).
Bicycle Therapeutics plc received an amended Schedule 13G/A filing from Westfield Capital Management Company, L.P. reporting 0 shares beneficially owned of common stock, representing 0% as of 12/31/2025. The amendment is signed by Brandi McMahon, Vice President, Deputy Chief Compliance Officer, dated 03/03/2026.
Bicycle Therapeutics plc filed Amendment No. 2 to a Schedule 13G reporting that Westfield Capital Management Company, L.P. beneficially owned 0 shares of Common Stock as of 12/31/2025. The amendment is signed by Brandi McMahon and dated 03/03/2026.