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 Q1 regulatory disclosures by fund managers ($100M+ AUM)
0% more funds holding in top 10
Funds holding in top 10: 3 [Q4 2024] → 3 (+0) [Q1 2025]
0.62% less ownership
Funds ownership: 88.1% [Q4 2024] → 87.48% (-0.62%) [Q1 2025]
7% less repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 30
2% less funds holding
Funds holding: 97 [Q4 2024] → 95 (-2) [Q1 2025]
12% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 17
40% less capital invested
Capital invested by funds: $586M [Q4 2024] → $354M (-$232M) [Q1 2025]
69% less call options, than puts
Call options by funds: $84K | Put options by funds: $269K
Research analyst outlook
6 Wall Street Analysts provided 1 year price targets over the past 3 months
6 analyst ratings
Morgan Stanley Jeffrey Hung | 103%upside $17 | Equal-Weight Maintained | 6 May 2025 |
RBC Capital Gregory Renza | 282%upside $32 | Outperform Maintained | 2 May 2025 |
B. Riley Securities Kalpit Patel | 67%upside $14 | Neutral Maintained | 2 May 2025 |
JMP Securities Reni Benjamin | 163%upside $22 | Market Outperform Maintained | 2 May 2025 |
Needham Ami Fadia | 246%upside $29 | Buy Reiterated | 2 May 2025 |
Financial journalist opinion









