Pharmaceutical Preparations · SIC 2834

BICYCLE THERAPEUTICS PLC

BCYC

Watch

Latest revenue

$887.0K

as of 2026-03-31

Latest net income

$-60.8M

as of 2026-03-31

Net margin

-6857.4%

as of 2026-03-31

Price · 5Y

-31.3% / yr 45.0 pts / yr vs S&P 500 84.6% total
Compare:

Live market

delayed ≤15 min
$4.55
2.25%
Market cap
$136.7M
Enterprise value
$136.7M
P/E (trailing)
Forward P/E
P/B
Dividend yield
0.0%
52-wk high
$9.36
52-wk low
$4.24
Beta
Shares out
30.0M

5-year trend

What this company does

AI

Item 2. Management’s Discussion and Analysis of Financial Condition and Results of Operations. You should read this discussion and analysis of our financial condition and consolidated results of operations together with our unaudited condensed consolidated financial statements and the related notes appearing elsewhere in this Quarterly Report and our audited financial statements and related notes for the year ended December 31, 2025, included in our Annual Report on Form 10-K for the year ended December 31, 2025, or the 2025 Annual Report, which was filed with the Securities and Exchange Commission, or SEC, on March 17, 2026. Some of the information contained in this discussion and analysis…

AI summary unavailable — showing raw filing excerpt

Generated from BCYC's filing dated 2026-04-30

Key risks

AI

Item 1A.Risk Factors. ​ Our operations and financial results are subject to various risks and uncertainties, including those described below. The following information about these risks and uncertainties, together with the other information appearing elsewhere in this Annual Report on Form 10-K, or this Annual Report, including our consolidated financial statements and related notes thereto, should be carefully considered before a decision to invest in our American Depositary Shares, or ADSs. The occurrence of any of the following risks could have a material adverse effect on our business, financial condition, results of operations and future growth prospects or cause our actual results to…

AI summary unavailable — showing raw filing excerpt

Generated from BCYC's filing dated 2026-04-30

Profitability

Operating margin

-340.4%

42.8%

Net margin

-301.7%

37.0%

Return on equity

-35.9%

68.4%

Return on assets

-30.5%

72.7%

Leverage

Debt / equity

0.18×

14.6%

Long-term debt / equity

0.08×

26.1%

Debt / assets

15.0%

12.4%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q1 2026

2026-03-31

$887.0K-91.1%$-60.8M-0.1%-6857.4%

Q4 2025

2025-12-31

$48.0M+1193.3%$-20.2M+61.1%-42.0%

Q3 2025

2025-09-30

$11.7M+338.5%$-59.1M-16.3%-503.7%

Q2 2025

2025-06-30

$2.9M-68.8%$-79.0M-98.3%-2703.8%

Q1 2025

2025-03-31

$10.0M-48.9%$-60.8M-128.7%-608.9%

Q4 2024

2024-12-31

$3.7M$-51.9M-1398.4%

Q3 2024

2024-09-30

$2.7M-50.0%$-50.8M-1.8%-1898.4%

Q2 2024

2024-06-30

$9.4M-17.9%$-39.8M+6.6%-425.3%

Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.

Industry trend

Pharmaceutical Preparations · SIC 2834

No data yet for industry average

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Insider activity

Insider buying

$0

Insider selling

$568.3K

Net activity

−$568.3K

Distinct insiders

8

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue
2026-04-06

Michael Charles Ferguson Hannay

CHIEF PROD & SUPPLY CHAIN OFF

Sale251$5.05$1.3K
2026-04-06

Travis Alvin Thompson

Chief Financial Officer

Sale102$5.05$515
2026-04-06

Jennifer Scott Perry

Chief Operating Officer

Sale37$5.05$187
2026-04-06

Jennifer Scott Perry

Chief Operating Officer

Sale333$5.04$1.7K
2026-04-06

Kevin Lee

CHIEF EXECUTIVE OFFICER

Sale1,716$5.05$8.7K
2026-04-06

Michael Skynner

CHIEF SCIENTIFIC OFFICER

Sale525$5.05$2.7K
2026-04-02

Michael Charles Ferguson Hannay

CHIEF PROD & SUPPLY CHAIN OFF

Sale1,521$4.91$7.5K
2026-04-02

Travis Alvin Thompson

Chief Financial Officer

Sale799$4.91$3.9K
2026-04-02

Jennifer Scott Perry

Chief Operating Officer

Sale1,038$4.91$5.1K
2026-04-02

Kevin Lee

CHIEF EXECUTIVE OFFICER

Sale5,967$4.91$29.3K
2026-04-02

Michael Skynner

CHIEF SCIENTIFIC OFFICER

Sale1,879$4.91$9.2K
2026-01-05

Travis Alvin Thompson

CHIEF ACCOUNTING OFFICER

Sale1,115$6.45$7.2K
2026-01-05

Michael Skynner

CHIEF TECHNOLOGY OFFICER

Sale3,266$6.46$21.1K
2026-01-05

Michael Charles Ferguson Hannay

CHIEF PROD & SUPPLY CHAIN OFF

Sale2,367$6.45$15.3K
2026-01-05

Alistair Milnes

CHIEF OPERATING OFFICER

Sale3,416$6.46$22.1K
2026-01-05

Alethia Young

Chief Financial Officer

Sale2,456$6.45$15.8K
2026-01-05

Alethia Young

Chief Financial Officer

Sale1,878$6.54$12.3K
2026-01-05

Kevin Lee

CHIEF EXECUTIVE OFFICER

Sale10,989$6.46$71.0K
2026-01-02

Travis Alvin Thompson

CHIEF ACCOUNTING OFFICER

Sale1,317$6.80$9.0K
2026-01-02

Michael Skynner

CHIEF TECHNOLOGY OFFICER

Sale3,045$6.80$20.7K
2026-01-02

Michael Charles Ferguson Hannay

CHIEF PROD & SUPPLY CHAIN OFF

Sale2,827$6.80$19.2K
2026-01-02

Alistair Milnes

CHIEF OPERATING OFFICER

Sale3,244$6.80$22.1K
2026-01-02

Alethia Young

Chief Financial Officer

Sale3,289$6.80$22.4K
2026-01-02

Kevin Lee

CHIEF EXECUTIVE OFFICER

Sale10,325$6.80$70.2K

Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.

Who owns BCYC

Institutional value

$12.7M

Total shares held

4.7M

Distinct holders

44

-64 vs prior

As of

2026-03-31

Prior: 2025-12-31

Filers with $100M+ AUM disclose holdings 45 days after quarter end.

Top institutional holders

#ManagerSharesValueQoQ changeAction
1PRINCIPAL FINANCIAL GROUP INC1.2M$5.5M+26.4K (+2.3%)Added
2BlackRock, Inc.279.0K$1.3M-53.9K (-16.2%)Trimmed
3JANE STREET GROUP, LLC218.1K$1.0M+154.9K (+245.2%)Added
4PINNACLE ASSOCIATES LTD185.4K$860.3K-5.1K (-2.7%)Trimmed
5Persistent Asset Partners Ltd120.4K$558.8KNew
6Peapod Lane Capital LLC121.1K$550.2KNew
7Marex Group plc115.0K$533.6K+36.6K (+46.7%)Added
8TD ASSET MANAGEMENT INC92.0K$426.8K-56.0K (-37.8%)Trimmed
9AXQ CAPITAL, LP63.1K$292.9KNew
10SEI INVESTMENTS CO52.8K$244.9K+3.7K (+7.6%)Added
11ALPS ADVISORS INC40.7K$188.6K-344 (-0.8%)Trimmed
12UBS Group AG32.2K$149.2K+6.5K (+25.2%)Added
13WOODSTOCK CORP29.1K$135.2K+0 (+0.0%)No change
14R Squared Ltd21.1K$97.7KNew
15State of New Jersey Common Pension Fund D20.1K$93.3K+0 (+0.0%)No change
16Vontobel Holding Ltd.20.0K$92.8K+10.0K (+100.0%)Added
17Invesco Ltd.15.1K$69.9K+5.0K (+49.3%)Added
18STIFEL FINANCIAL CORP14.7K$68.1KNew
19Forefront Analytics, LLC14.4K$66.8K+1.0K (+7.7%)Added
2049 WEALTH MANAGEMENT, LLC14.3K$66.4KNew

Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.

Top questions investors are asking

Coming once BCYC's latest filing finishes processing.