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Bicycle Therapeutics director Roger D. Dansey reported new equity awards in the form of ordinary shares and stock options. On January 2, 2026, he received 3,032 ordinary shares as a restricted share unit (RSU) award at a price of $0 per share, bringing his directly held ordinary shares to 15,532.
The RSUs will vest in four equal installments on March 15, 2026, June 15, 2026, September 15, 2026 and December 15, 2026, with each RSU representing a contingent right to receive one ordinary share. He was also granted a stock option for 6,065 ordinary shares at an exercise price of $7.08, which will vest in four equal installments on the same 2026 dates and will expire on January 2, 2036.
Bicycle Therapeutics director Herve Hoppenot reported equity awards from the company. On January 2, 2026, he received 3,032 ordinary shares in the form of a restricted share unit (RSU) award, with no cash price per share at grant. Each RSU represents the right to receive one ordinary share.
He was also granted a stock option for 6,065 ordinary shares at an exercise price of $7.08 per share. Both the RSUs and the option vest in four equal installments on March 15, 2026, June 15, 2026, September 15, 2026 and December 15, 2026. After the RSU grant, Hoppenot beneficially owned 15,532 ordinary shares directly, plus the option covering 6,065 shares.
Bicycle Therapeutics plc reported new equity awards to director Janice Bourque. On January 2, 2026, she received 9,500 ordinary shares as a restricted share unit (RSU) award, with the RSUs vesting in four equal installments on March 15, 2026, June 15, 2026, September 15, 2026 and December 15, 2026. Each RSU represents a contingent right to receive one ordinary share.
On the same date, she was also granted a stock option to purchase 19,000 ordinary shares at an exercise price of $7.08 per share, vesting in four equal installments on those same 2026 dates and expiring on January 2, 2036. Following these awards, she beneficially owns 32,500 ordinary shares directly and holds 19,000 stock options.
Bicycle Therapeutics plc reported equity awards linked to funds advised by Baker Bros. Advisors LP. On January 2, 2026, the company granted 19,000 restricted share units (RSUs), each representing one American Depositary Share (ADS) or one ordinary share, and 38,000 share options with a strike price of $7.08, in respect of Felix J. Baker’s service as a director under the 2020 Equity Incentive Plan.
The RSUs and options vest in four equal quarterly installments on March 15, 2026, June 15, 2026, September 15, 2026 and December 15, 2026, subject to his continued board service. Footnotes state that, under the adviser’s policies, Felix J. Baker does not have any right to these compensation securities; instead, funds including 667, L.P. and Baker Brothers Life Sciences, L.P. have an indirect proportionate pecuniary interest, and Baker Bros. Advisors LP holds voting and dispositive power over the RSUs, options and any ADS or ordinary shares issued from them.
Bicycle Therapeutics plc filed a Form S-8 to register an additional 1,300,000 ordinary shares, nominal value £0.01 per share, for issuance under the Amended and Restated Bicycle Therapeutics plc 2020 Equity Incentive Plan. The increase is pursuant to Amendment No. 1 to the 2020 Plan and was filed under General Instruction E, adding to previously registered plan shares.
Bicycle Therapeutics (BCYC) reported a larger quarterly loss while maintaining a strong cash position. For the three months ended September 30, 2025, collaboration revenue rose to $11.7 million from $2.7 million a year ago, driven by $6.5 million recognized upon termination of the Genentech collaboration and a $2.0 million milestone from Ionis tied to IND acceptance. Operating expenses were $77.3 million versus $66.5 million, reflecting pipeline advancement. Net loss was $59.1 million, or $0.85 per share, compared with $50.8 million, or $0.74 per share, last year.
Cash and cash equivalents were $648.3 million as of September 30, 2025. Deferred revenue totaled $86.4 million, including balances from Bayer ($40.4 million), Novartis ($42.1 million) and Ionis ($3.8 million). The company recorded $7.6 million of U.K. R&D incentives in the quarter and held $67.3 million receivable; $38.2 million was collected in October 2025. In August, Bicycle launched cost reduction initiatives targeting ~30% lower planned operating costs over its runway, including a workforce reduction of ~25%, with $4.1 million in Q3 charges.
Bicycle Therapeutics plc (BCYC) furnished an 8-K announcing quarterly results. The company reported it issued a press release covering financial results for the fiscal quarter ended September 30, 2025, along with other business highlights. The press release is furnished as Exhibit 99.1 and incorporated by reference. The Item 2.02 information, including Exhibit 99.1, is furnished and not deemed filed under Section 18 of the Exchange Act.
American Depositary Shares, each representing one ordinary share, trade on Nasdaq under the symbol BCYC.
Insider sale tied to RSU tax withholding; small net reduction in holdings. The CEO and director Kevin Lee reported two sell transactions on 10/02/2025 and 10/03/2025 that together disposed of 5,494 ordinary shares at weighted average prices of $8.40 and $8.41 respectively. The filing states these sales were mandated "sell to cover" transactions to satisfy statutory tax withholding on vested restricted stock units and were not discretionary trades. After the transactions, the Reporting Person beneficially owned 475,310 ordinary shares, held directly. The filer certified the usual Section 16 reporting and provided weighted price ranges for the multiple executions.
Bicycle Therapeutics PLC (BCYC) reported two insider sales by Chief Technology Officer Michael Skynner tied to restricted stock unit vesting. On 10/02/2025 he sold 824 ordinary shares at a weighted average price of $8.40 and on 10/03/2025 he sold 978 shares at a weighted average price of $8.41.
The filings state these were mandatory "sell-to-cover" transactions executed to satisfy statutory tax withholding required by his award agreement rather than discretionary sales. After the transactions his direct beneficial ownership is reported as 118,277 ordinary shares.
Reporting person: Alistair Milnes, Chief Operating Officer of Bicycle Therapeutics PLC (BCYC), reported two required "sell to cover" stock sales tied to the vesting and settlement of restricted stock units. On 10/02/2025 he sold 1,147 ordinary shares at a weighted average price of $8.40, and on 10/03/2025 he sold 978 shares at a weighted average price of $8.41, totaling 2,125 shares sold to satisfy statutory tax withholding. After these transactions he beneficially owned 93,377 ordinary shares. The filing notes the sales were mandated by the award agreement and not discretionary; prices reported are weighted averages across multiple trades.