BCYC — Bicycle Therapeutics Ltd

Founder-Led

Stock analysis, trade plans, and proprietary indicators by Trend Edge.

About Bicycle Therapeutics Ltd

Bicycle Therapeutics plc, a clinical-stage pharmaceutical company, develops a class of medicines for diseases that are underserved by existing therapeutics in the United States and the United Kingdom. The company's products pipeline include zelenectide pevedotin, a bicycle toxin conjugate (BTC), which is in phase II clinical trials for the treatment of high nectin-4 expressing tumors; nuzefatide pevedotin (EphA2), a BTC that is in phase I/II clin… Read full Trend Edge analysis →

Trend Edge Proprietary Indicators

Key Metrics

Current Price$4.57
Market Cap$309M
Float1.9M
Shares Outstanding50.4M
Price/Sales (TTM)4.25
vs. Analyst Target+165.0% to analyst PT
Operating Margin (TTM)-42.77%
Revenue (TTM)$72.6M
Dividend RateNone
Analyst Target Price$12.11 (13 analysts)

Financial History

Annual Revenue & Earnings History

YearRevenueNet IncomeGross ProfitEBITDA
2020 $10.4M -$51.0M -$22.8M -$50.7M
2021 $11.7M -$66.8M $11.7M -$64.1M
2022 $14.5M -$113M $14.5M -$107M
2023 $27.0M -$181M -$130M -$183M
2024 $35.3M -$169M -$138M -$165M
2025 $72.6M -$219M $72.6M -$212M

Recent Quarterly Revenue & Net Income

QuarterRevenueNet Income
Jun 2025 $2.9M -$79.0M
Sep 2025 $11.7M -$59.1M
Dec 2025 $48.0M -$20.2M
Mar 2026 $887,000 -$60.8M

Ownership & Float

Insider Ownership4.4%
Institutional Ownership73.2%
Short Float155.3%
% of All Funds Holding1.07%
Number of Funds Holding88

Current Moving Averages

Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.

TimeframeSMAValueTrend Context
Weekly10-Week SMA$4.76Near-term / short-term trend
Weekly40-Week SMA$6.22Medium-term trend
Weekly80-Week SMA$8.40Cyclical trend (business cycle)
Weekly200-Week SMA$17.17Secular trend (multi-year)
Monthly10-Month SMA$6.38Near-term monthly trend
Monthly20-Month SMA$9.34Medium-term monthly trend
Monthly40-Month SMA$15.39Secular monthly trend

Volume Shelves — Support & Resistance

Trend Edge identifies volume shelves: price zones where historically elevated trading volume creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.

Price LevelTypeVolume RatioAge
$5.50 resistance 1.75x 1 months ago
$20.40 resistance 2.10x 16 months ago
$23.30 resistance 1.20x 17 months ago

Historical Earnings Reactions (29 events)

TimeframeAvg ReturnMedianWin RateBestWorst
Gap 0.23% -0.04% 44.83% 3.96% -6.05%
1 Day 0.01% -0.06% 48.28% 8.75% -7.88%
1 Week -2.69% -3.24% 37.93% 19.04% -38.89%
2 Weeks -4.05% -5.46% 24.14% 17.03% -36.11%
1 Month -0.54% -4.05% 39.29% 35.71% -31.42%

Next earnings: July 19, 2026 (51 days away)

Seasonality & Day-of-Week Patterns

Monthly Seasonality

MonthAvg ReturnWin RateSamples
Jan3.0%28.6%7
Feb1.1%28.6%7
Mar-4.7%28.6%7
Apr-8.5%42.9%7
May2.5%33.3%6
Jun-5.1%42.9%7
Jul9.4%71.4%7
Aug-1.2%42.9%7
Sep9.7%71.4%7
Oct-0.8%57.1%7
Nov0.4%42.9%7
Dec-0.6%57.1%7

Day-of-Week Tendencies

DayAvg ReturnWin RateSamples
Monday 0.09% 45.9% 329
Tuesday 0.10% 47.9% 365
Wednesday 0.20% 48.6% 360
Thursday 0.12% 45.7% 352
Friday -0.28% 47.2% 354

Top Institutional Holders

Institutional holder breakdown coming soon.

Total institutional ownership: 73.2%

Insider Transactions — Smart Summary

Total insider ownership: 4.4%

Founder-led management: Christian Heinis (Scientific Founder)

12-Month Insider Activity Summary

Total Filings24
Net Value-$567,384.927
Net Shares Change317,147
% of Float16.8%
C-Suite Filings23
Clusters Detected4

Key Insiders

NameTitleNet ValueFilingsActivity
Lee Kevin CHIEF EXECUTIVE OFFICER -$141,198.856 1 N/A
Milnes Alistair CHIEF OPERATING OFFICER -$77,319.81 3 N/A
Skynner Michael CHIEF TECHNOLOGY OFFICER -$53,681.266 2 N/A
Young Alethia Chief Financial Officer -$50,488.654 1 N/A
Hannay Michael Charles Ferguson CHIEF PROD and SUPPLY CHAIN OFF -$34,490.757 1 N/A
Thompson Travis Alvin CHIEF ACCOUNTING OFFICER -$20,585.41 2 N/A

Transaction Clusters

PeriodFilingsInsidersNet ValueSeniority
2025-07-07 – 2025-07-07 6 6 -$77,062.351 6 C-suite
2025-10-06 – 2025-10-06 7 7 -$92,961.909 6 C-suite
2026-01-06 – 2026-01-06 6 6 -$328,256.09 6 C-suite
2026-04-06 – 2026-04-06 5 5 -$69,976.677 5 C-suite

Significant Filings

DateInsiderTitleNet ValuePrice After
2026-01-06 Young Alethia Chief Financial Officer -$50,488.654 Transaction at $6.62, now -31.0%
2026-01-06 Thompson Travis Alvin CHIEF ACCOUNTING OFFICER -$16,147.264 Transaction at $6.64, now -31.2%
2026-01-06 Skynner Michael CHIEF TECHNOLOGY OFFICER -$41,804.064 Transaction at $6.62, now -31.0%
2026-01-06 Milnes Alistair CHIEF OPERATING OFFICER -$44,126.496 Transaction at $6.63, now -31.0%
2026-01-06 Lee Kevin CHIEF EXECUTIVE OFFICER -$141,198.856 Transaction at $6.62, now -31.0%
2026-01-06 Hannay Michael Charles Ferguson CHIEF PROD and SUPPLY CHAIN OFF -$34,490.757 Transaction at $6.64, now -31.2%

View full insider transaction history on Trend Edge →

AI Consult Analysis

Trend Edge's AI Consult feature delivers a comprehensive, multi-layer trade plan for Bicycle Therapeutics Ltd (BCYC) powered by Claude Opus — Anthropic's most capable AI model. The analysis covers five layers: technical analysis (near-term, medium-term, cyclical, and secular trend, momentum, volume shelf support and resistance, breakout and breakdown signals), qualitative analysis (business model, competitive moat, sector dynamics), insider sentiment (buy and sell signals from executive and director transactions), share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and fundamental analysis (valuation, revenue growth, profit margin, earnings quality).

AI Consult synthesizes all five layers into a single bullish or bearish thesis with explicit entry, exit, stop loss, and take profit levels — giving you a complete, AI-powered trade plan with defined risk/reward. Whether you are building a long position, initiating a short, or looking for a reversal setup, AI Consult identifies the highest-probability signal from the current trend.

Get the full AI Consult analysis for BCYC on Trend Edge →