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.
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.
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.