
Cancel anytime
- Chart
- Upturn Summary
- Highlights
- Valuation
Upturn AI SWOT
- About


Bicycle Therapeutics Ltd (BCYC)



- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)


(see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
08/28/2025: 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 ![]() |
![]() ![]() | ![]() ![]() |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 490.69M 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 1.45 | 52 Weeks Range 6.10 - 28.67 | Updated Date 08/28/2025 |
52 Weeks Range 6.10 - 28.67 | Updated Date 08/28/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -3.52 |
Earnings Date
Report Date 2025-08-08 | When - | Estimate -0.94 | Actual -1.14 |
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 -229108423 | Price to Sales(TTM) 25.45 |
Enterprise Value -229108423 | Price to Sales(TTM) 25.45 | ||
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 88.49 |
Upturn AI SWOT
Bicycle Therapeutics Ltd

Company Overview
History and Background
Bicycle Therapeutics Ltd was founded in 2009, based on the work of Sir Gregory Winter, a Nobel Laureate. The company focuses on developing a novel class of therapeutics based on bicyclic peptides (Bicyclesu2122). Significant milestones include advancing multiple Bicycle-based therapeutics into clinical trials and establishing partnerships with major pharmaceutical companies.
Core Business Areas
- Oncology: Development of Bicycle Toxin Conjugates (BTCs) and Bicycle Tumor-Targeting Immunomodulators (BTTIs) for solid tumors.
- Other Therapeutics: Exploration of Bicycle technology for other therapeutic areas beyond oncology, including immune-mediated diseases.
Leadership and Structure
The leadership team consists of experienced executives in drug development and commercialization. The organizational structure is typical of a biotech company, with research, development, clinical, and commercial functions.
Top Products and Market Share
Key Offerings
- BT8009 (NCT04992758): A Bicycle Toxin Conjugate (BTC) targeting Nectin-4, currently in Phase I/II trials for solid tumors. Market share is not applicable as it's still in development. Competitors targeting Nectin-4 include Astellas and Seagen (PADCEV).
- BT5500 (NCT04579655): A Bicycle Toxin Conjugate (BTC) targeting EphA2, also in Phase I/II trials for solid tumors. Market share is not applicable as it's still in development. Competitors targeting EphA2 include various antibody-drug conjugates.
Market Dynamics
Industry Overview
The biopharmaceutical industry is highly competitive, with significant investments in research and development for new therapeutics. Oncology is a major area of focus with high unmet medical needs.
Positioning
Bicycle Therapeutics is positioned as a company developing a novel therapeutic modality with potential advantages in terms of tumor penetration, target specificity, and safety compared to traditional antibodies.
Total Addressable Market (TAM)
The total addressable market for oncology therapeutics is estimated to be in the hundreds of billions of dollars. Bicycle Therapeutics aims to capture a portion of this market with its Bicycle-based therapies.
Upturn SWOT Analysis
Strengths
- Novel Bicycle technology platform
- Strong intellectual property position
- Experienced leadership team
- Partnerships with major pharmaceutical companies
Weaknesses
- Early-stage clinical development
- Reliance on external funding
- Uncertainty regarding clinical trial outcomes
- Limited commercial infrastructure
Opportunities
- Expansion of Bicycle technology into new therapeutic areas
- Out-licensing or partnering of Bicycle-based therapeutics
- Advancement of clinical programs to late-stage development
- Potential for breakthrough therapy designation
Threats
- Clinical trial failures
- Competition from other therapeutic modalities
- Regulatory hurdles
- Patent challenges
Competitors and Market Share
Key Competitors
- LLY
- MRK
- BMY
- AZN
Competitive Landscape
Bicycle Therapeutics competes with large pharmaceutical companies developing cancer therapies and smaller biotech firms with novel therapeutic modalities. BCYC's advantages lie in its unique Bicycle technology and targeted approach. Disadvantages include its early stage development and limited resources compared to larger competitors.
Growth Trajectory and Initiatives
Historical Growth: Growth is driven by clinical trial progress, partnership agreements, and financing activities.
Future Projections: Future projections are based on analyst estimates and company guidance. These can change.
Recent Initiatives: Recent initiatives include advancing clinical programs, expanding partnerships, and securing financing.
Summary
Bicycle Therapeutics is a biotech company with a promising novel technology platform. Its strength lies in its unique Bicycle-based therapeutics, but its weaknesses are related to its early stage of development and financial reliance. Potential threats include clinical trial failures and competition from larger pharma companies. The company has the potential to grow significantly through partnerships and clinical success.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Bicycle Therapeutics Ltd.'s SEC Filings
- Bicycle Therapeutics Ltd.'s Investor Relations
- Analyst Reports
- Industry Publications
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Market share data is estimated and may not be precise. Financial data is subject to change.
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.

Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.