Bicycle Therapeutics
BCYC
About: Bicycle Therapeutics PLC is a clinical-stage biopharmaceutical company developing a novel class of medicines which are referred to as Bicycles. The Bicycles are synthetic short peptides constrained to form two loops that stabilize their structural geometry. Its initial internal programs are focused on oncology indications with high unmet medical needs. The company's product candidate, BT1718, is a Bicycle Toxin Conjugate, or BTC. The company has two segments: the United Kingdom and the United States. It derives maximum revenue from United States.
Employees: 305
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
223% more call options, than puts
Call options by funds: $407K | Put options by funds: $126K
107% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 14
81% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 21
16% more funds holding
Funds holding: 95 [Q1] → 110 (+15) [Q2]
1.21% less ownership
Funds ownership: 87.48% [Q1] → 86.26% (-1.21%) [Q2]
19% less capital invested
Capital invested by funds: $354M [Q1] → $286M (-$68M) [Q2]
33% less funds holding in top 10
Funds holding in top 10: 3 [Q1] → 2 (-1) [Q2]
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
4 analyst ratings
|
JMP Securities
Reni J. Benjamin
|
$10
|
Market Outperform
Maintained
|
12 Aug 2025 |
|
Morgan Stanley
Jeffrey Hung
|
$13
|
Equal-Weight
Maintained
|
12 Aug 2025 |
|
Oppenheimer
Jay Olson
|
$44
|
Outperform
Maintained
|
11 Aug 2025 |
|
RBC Capital
Leonid Timashev
|
$25
|
Outperform
Maintained
|
17 Jul 2025 |
Financial journalist opinion
