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.
The Bicycle Therapeutics plc (NASDAQ: BCYC) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures as filed with the U.S. Securities and Exchange Commission. Bicycle Therapeutics is a clinical-stage pharmaceutical company developing Bicycle molecules, Bicycle Drug Conjugates (BDC) and Bicycle Radioconjugates (BRC), and its filings offer detailed insight into its operations, governance and financial condition.
Investors can review Form 10-K annual reports and Form 10-Q quarterly reports to understand how the company describes its Bicycle technology platform, clinical pipeline, collaboration revenue, research and development expenses, and other key aspects of its biotechnology business. Current reports on Form 8-K, such as those furnished for quarterly financial results and Board of Directors changes, provide timely information on material events, including clinical updates, cost realignment actions, and governance developments.
Because BCYC is listed on The Nasdaq Stock Market LLC through American Depositary Shares, its SEC filings also detail the securities registered under Section 12(b) of the Exchange Act and related listing information. Users interested in director and executive matters can look to proxy materials and 8-K items addressing appointments, compensation policies and inducement equity awards granted under the company’s 2024 Inducement Plan.
On Stock Titan, each BCYC filing is accompanied by AI-powered summaries that highlight the main points of lengthy documents, helping readers quickly identify disclosures related to clinical trial progress, collaboration agreements, and financial runway commentary. The platform also surfaces insider-related filings such as Form 4 when available, enabling users to monitor reportable transactions by directors and officers alongside the company’s broader SEC reporting history.
Bicycle Therapeutics' Schedule 13G/A shows that Deep Track Capital, LP, Deep Track Biotechnology Master Fund, Ltd. and David Kroin collectively beneficially own 1,203,244 American Depositary Shares, equal to 2.42% of the class. The reporting persons disclose shared voting and shared dispositive power over all reported shares and report no sole voting or dispositive power. The ownership percentage is calculated using a total of 49,816,000 Ordinary Shares (based on the issuer's reported outstanding shares plus converted non-voting shares). The filers state the holdings were not acquired to change or influence control and they filed jointly under Rule 13d-1(k).
Bicycle Therapeutics plc filed a shelf registration to offer up to $500,000,000 of securities and included a resale prospectus covering 30,323,301 American Depositary Shares (ADSs) representing ordinary shares, of which 10,885,357 ordinary shares are presently issued and 19,437,944 ordinary shares may be redesignated from non-voting shares. The company’s ADSs trade on Nasdaq under the symbol BCYC with a most recent reported sale price of $8.05 per ADS.
Bicycle is a clinical-stage pharmaceutical company developing proprietary Bicycle4 molecules, short constrained peptides identified using a phage display screening platform that encodes quadrillions of candidates. The prospectus describes potential offerings of ordinary shares, ADSs, preference shares, debt, warrants, rights and units, confirms the company is a smaller reporting company, and notes this registration replaces a prior registration because the company is no longer a well-known seasoned issuer. The board has authority to allot shares up to a nominal 3,000,000 aggregate and preemptive rights were disapplied for a five-year period.
Bicycle Therapeutics plc (BCYC) reported Q2-25 results in its Form 10-Q. Collaboration revenue fell to $2.9 m (-69% YoY), reflecting timing of milestone receipts from Bayer, Novartis, Ionis and Genentech. Operating spend accelerated: R&D $71.0 m (+77%) as three clinical programs and the Duravelo-2 registrational trial ramped; G&A $18.5 m (+16%). Operating loss widened to $86.6 m; after $7.4 m of interest & other income, net loss was $79.0 m (-$1.14/sh), nearly double the prior-year quarter.
For the first six months, revenue dropped 56% to $12.9 m, while cumulative R&D rose 74% to $130.1 m. Six-month net loss reached $139.7 m (-$2.02/sh) and operating cash burn was $159.2 m.
Balance sheet strength remains the key offset. Cash & cash equivalents totaled $721.5 m (down $158 m YTD) following the $544 m May-24 private placement; management believes this funds operations for at least 12 months. Total liabilities are modest at $163.3 m; the $30 m Hercules term loan was fully repaid in July 2024, eliminating interest expense.
Share count at 8-5-25 was 49.9 m voting and 19.4 m non-voting shares, reflecting equity offerings and equity-based compensation.
Investment view: Ample cash provides runway to complete pivotal BT8009 trial, but the sharply rising R&D burn and highly dependent collaboration revenue increase execution risk and potential future dilution.
Bicycle Therapeutics plc filed a Form 8-K on 8 Aug 2025.
Item 2.02: The company furnished (not filed) a press release (Exhibit 99.1) containing financial results and business highlights for the quarter ended 30 Jun 2025. Actual revenue, EPS or cash-flow figures are not included in the 8-K; investors must refer to the exhibit for detail.
Item 5.02: The Board appointed Dr. Charles Swanton, M.D., Ph.D., FRS, FMedSci, FRCP, as a Class II director and member of the Scientific Committee, effective 12 Aug 2025. Because he already chairs the Company’s Clinical Advisory Board, Nasdaq rules deem him non-independent. His term runs until the 2027 AGM. Compensation under the Non-Employee Director Policy: $50 k annual director cash, $10 k Scientific Committee cash, an option for 25,000 ordinary shares and 12,500 RSUs, each vesting in three equal annual instalments.
No other material transactions, financial statements or strategic updates are contained in the filing.