Bicycle TherapeuticsBCYC
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)
1,000% more call options, than puts
Call options by funds: $407K | Put options by funds: $37K
93% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 14
76% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 21
13% more funds holding
Funds holding: 95 [Q1] → 107 (+12) [Q2]
1.29% less ownership
Funds ownership: 87.48% [Q1] → 86.19% (-1.29%) [Q2]
19% less capital invested
Capital invested by funds: $354M [Q1] → $286M (-$68.2M) [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 | 42%upside $10 | Market Outperform Maintained | 12 Aug 2025 |
Morgan Stanley Jeffrey Hung | 85%upside $13 | Equal-Weight Maintained | 12 Aug 2025 |
Oppenheimer Jay Olson | 525%upside $44 | Outperform Maintained | 11 Aug 2025 |
RBC Capital Leonid Timashev | 255%upside $25 | Outperform Maintained | 17 Jul 2025 |
Financial journalist opinion









