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Bicycle Therapeutics Ltd (BCYC)



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Upturn Advisory Summary
09/12/2025: BCYC (1-star) is currently NOT-A-BUY. Pass it for now.
1 Year Target Price $23.91
1 Year Target Price $23.91
5 | Strong Buy |
5 | Buy |
3 | Hold |
0 | Sell |
0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -29.35% | Avg. Invested days 24 | Today’s Advisory PASS |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | Stock Returns Performance ![]() |
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Key Highlights
Company Size Small-Cap Stock | Market Capitalization 490.00M USD | Price to earnings Ratio - | 1Y Target Price 23.91 |
Price to earnings Ratio - | 1Y Target Price 23.91 | ||
Volume (30-day avg) 13 | Beta 1.41 | 52 Weeks Range 6.10 - 28.67 | Updated Date 09/14/2025 |
52 Weeks Range 6.10 - 28.67 | Updated Date 09/14/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -3.52 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin - | Operating Margin (TTM) -2965.82% |
Management Effectiveness
Return on Assets (TTM) -19.07% | Return on Equity (TTM) -31.42% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value -224256968 | Price to Sales(TTM) 25.41 |
Enterprise Value -224256968 | Price to Sales(TTM) 25.41 | ||
Enterprise Value to Revenue 21.22 | Enterprise Value to EBITDA -2.14 | Shares Outstanding 49868600 | Shares Floating 1884365 |
Shares Outstanding 49868600 | Shares Floating 1884365 | ||
Percent Insiders 1.4 | Percent Institutions 88.35 |
Upturn AI SWOT
Bicycle Therapeutics Ltd

Company Overview
History and Background
Bicycle Therapeutics Ltd. was founded in 2009, based on the Nobel Prize-winning work of Sir Greg Winter on antibody therapeutics. The company is focused on developing a new class of medicines based on its proprietary bicyclic peptide (Bicyclesu00ae) technology platform.
Core Business Areas
- Oncology: Developing Bicycle-based therapeutics targeting various cancer types. This is the company's primary focus.
- Collaboration and Licensing: Partnering with other pharmaceutical companies to develop and commercialize Bicycle-based therapeutics.
Leadership and Structure
The leadership team includes executives with experience in biotechnology and pharmaceuticals. The organizational structure is typical for a biotech company, with departments focused on research, development, clinical trials, and business development.
Top Products and Market Share
Key Offerings
- BT8009: BT8009 is a Bicycle Toxin Conjugate (BTC) targeting Nectin-4, currently in clinical development for advanced solid tumors. Market share is currently 0% as product is in trial, but competitors targeting Nectin-4 include Seagen (PADCEV) and Astellas. Revenue is nil as product is in trial.
- BT5500: BT5500 is a Bicycle Toxin Conjugate (BTC) targeting EphA2, currently in clinical development for advanced solid tumors. Market share is currently 0% as product is in trial, but competitors targeting EphA2 include various antibody-based therapies. Revenue is nil as product is in trial.
Market Dynamics
Industry Overview
The biotechnology industry is characterized by high research and development costs, long development timelines, and regulatory hurdles. Oncology is a significant area of focus, with numerous companies developing novel therapies.
Positioning
Bicycle Therapeutics is positioned as a leader in the development of bicyclic peptide-based therapeutics, offering a unique approach to drug discovery and development compared to traditional antibodies or small molecules.
Total Addressable Market (TAM)
The TAM for oncology therapeutics is substantial, estimated in the hundreds of billions of dollars annually. Bicycle Therapeutics aims to capture a portion of this market with its innovative Bicycle technology. It is positioned well given its novel platform but is early stage and therefore more speculative than established competitors.
Upturn SWOT Analysis
Strengths
- Proprietary Bicycle technology platform
- Novel approach to drug discovery
- Potential for improved efficacy and safety compared to traditional therapies
- Strong intellectual property protection
Weaknesses
- Early stage of development
- High reliance on clinical trial success
- Limited commercial experience
- Significant competition from established pharmaceutical companies
Opportunities
- Expansion of Bicycle platform to new therapeutic areas
- Partnerships with pharmaceutical companies
- Positive clinical trial results
- Regulatory approvals for Bicycle-based therapeutics
Threats
- Clinical trial failures
- Competition from other therapies
- Regulatory hurdles
- Intellectual property challenges
Competitors and Market Share
Key Competitors
- MRNA
- LLY
- AZN
Competitive Landscape
Bicycle Therapeutics' competitive advantage lies in its unique Bicycle technology platform. However, it faces competition from established pharmaceutical companies with greater resources and more advanced clinical programs. This market share data assumes the oncology treatment industry as a whole.
Growth Trajectory and Initiatives
Historical Growth: Historical growth is based on the progress of its clinical programs and partnerships.
Future Projections: Future projections depend on the success of ongoing clinical trials and the execution of its business strategy. Analyst estimates vary. Need to look for analyst predictions to add here.
Recent Initiatives: Recent initiatives include advancing its clinical programs (BT8009, BT5500) and expanding its collaboration with other pharmaceutical companies.
Summary
Bicycle Therapeutics is a development-stage biotech company with a promising technology platform. Its success hinges on the positive results of its ongoing clinical trials. The company faces significant competition and financial risks associated with drug development, but its novel approach offers potential advantages.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Bicycle Therapeutics Ltd. Website
- SEC Filings
- Industry Reports
- Analyst Reports
Disclaimers:
This analysis is based on publicly available information and is not financial advice. Market share data is estimated and may not be precise. Investment decisions should be based on individual risk tolerance and due diligence.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Bicycle Therapeutics Ltd
Exchange NASDAQ | Headquaters - | ||
IPO Launch date 2019-05-23 | CEO & Executive Director Dr. Kevin Lee M.B.A., Ph.D. | ||
Sector Healthcare | Industry Biotechnology | Full time employees 305 | |
Full time employees 305 |
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 I/II/III clinical trials for the treatment of high nectin-4 expressing tumors; BT5528 (EphA2), a BTC that is in phase I/II clinical trials to treat Ephrin type A receptor 2 expressing tumor; and BT7480, a Bicycle tumor-targeted immune cell agonist molecule, which is in phase I/II targeting nectin-4 and agonizing CD137. In addition, it develops Novel CNS targets, which is in preclinical trial targeting CNS disease; Novel neuromuscular targets, which is in preclinical trial targeting neuromuscular disease; and programs that is in preclinical trial targeting radiopharmaceutical. Further, the company collaborates with biopharmaceutical companies and organizations to develop programs in therapeutic areas. It has collaboration and license agreement with Bayer Consumer Care AG; Novartis Pharma AG; Ionis Pharmaceuticals, Inc.; and Genentech, Inc. Bicycle Therapeutics plc was incorporated in 2009 and is headquartered in Cambridge, the United Kingdom.

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