{"filings":[{"id":584079,"accession_number":"0001104659-26-065231","cik":1761612,"company_name":"BICYCLE THERAPEUTICS PLC","ticker":"BCYC","form_type":"8-K","filed_at":"2026-05-21T21:05:25+00:00","items":["8.01","9.01"],"status":"ready","headline":"Bicycle Therapeutics reports positive Duravelo-2 mUC data with lower toxicity vs SOC","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Zelenectide + pembrolizumab: 58% confirmed ORR (15/26) at optimal dose in first-line mUC; 62% with later response.","Low adverse events: peripheral neuropathy 33%, skin reactions 17%, no Grade 4/5; only 1 discontinuation due to AE.","Updated Duravelo-1: median PFS 13.0 months in cisplatin-ineligible patients on zelenectide + pembrolizumab.","Further Phase 2 Duravelo-2 data from randomized trial expected in 2H 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":318561121.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":95269,"accession_number":"0001104659-26-052107","cik":1761612,"company_name":"BICYCLE THERAPEUTICS PLC","ticker":"BCYC","form_type":"8-K","filed_at":"2026-04-30T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Bicycle Therapeutics Q1 2026 net loss $60.8M, restructures, cuts 30% staff","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss $60.8M ($0.87/sh) flat YoY; collaboration revenue dropped to $0.9M from $10.0M.","Cash $559.5M at March 31, 2026; expects runway into 2030 after cost cuts.","Workforce reduced ~30%; annual operating expenses expected to drop ~50%.","Duravelo-2 (zelenectide) converted to randomized Phase 2; Duravelo-3/4 trials discontinued.","Phase 2 trial of nuzefatide in pancreatic cancer started; first patient dosed April 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.87,"consensus_revenue_estimate":null,"consensus_revenue_actual":887000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":318561121.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":95268,"accession_number":"0001104659-26-045198","cik":1761612,"company_name":"BICYCLE THERAPEUTICS PLC","ticker":"BCYC","form_type":"8-K","filed_at":"2026-04-20T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Bicycle Therapeutics: nuzefatide 40% ORR in EphA2+ mUC; Phase 2 PDAC trial dosed","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Nuzefatide + nivolumab in 14 mUC patients: 40% ORR in EphA2+ tumors; 100% ORR (3/3) in MMAE-naïve EphA2+ tumors.","Preferred monotherapy dose identified as 8mg/m2 Q2W; first patient dosed in Phase 2 trial for 2L+ pancreatic ductal adenocarcinoma.","Human imaging data with EphA2 BIA detected PDAC metastases in 15/18 patients; validates EphA2 as a novel target.","No Grade ≥3 TRAEs of clinical interest with combination; differentiated safety profile vs other EphA2-targeted agents."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":318561121.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":108197,"accession_number":"0001104659-26-028954","cik":1761612,"company_name":"BICYCLE THERAPEUTICS PLC","ticker":"BCYC","form_type":"8-K","filed_at":"2026-03-17T23:59:59+00:00","items":["2.02","5.02","9.01"],"status":"ready","headline":"Bicycle Therapeutics reports FY2025 results; deprioritizes lead drug zelenectide, plans 30% workforce cut","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Deprioritizes zelenectide in mUC; converts Duravelo-2 to randomized Phase 2 after regulatory feedback says trial design no longer acceptable for approval.","Proposes ~30% workforce reduction; expects 50% annual opex savings; cash runway extended into 2030.","Appoints Jennifer Perry as COO; Alistair Milnes as CCDO. Perry receives $550K base salary, 50% bonus target.","Cash $628.1M at Dec 31, 2025 vs $879.5M at Dec 31, 2024; FY2025 net loss $219M ($3.16/sh).","Enters 15-year contract with UK Nuclear Decommissioning Authority for reprocessed uranium supply for radioconjugates."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":318561121.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":108196,"accession_number":"0001104659-26-009501","cik":1761612,"company_name":"BICYCLE THERAPEUTICS PLC","ticker":"BCYC","form_type":"8-K","filed_at":"2026-02-03T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Bicycle Therapeutics appoints Travis Thompson as CFO, succeeding Alethia Young","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Travis Thompson appointed CFO effective Jan 29, 2026; previously SVP & Chief Accounting Officer since June 2023.","Thompson receives $500K base salary, 50% target bonus, and 58,000 option shares under 2020 Equity Plan.","Alethia Young steps down as CFO; remains in interim role through Apr 29, 2026, then as consultant for up to 3 years.","Young eligible for 9 months severance, full 2025 bonus, pro-rated 2026 bonus, and 9 months COBRA.","Thompson has no family relationships or related-party transactions with the company."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":318561121.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":108195,"accession_number":"0001104659-26-002706","cik":1761612,"company_name":"BICYCLE THERAPEUTICS PLC","ticker":"BCYC","form_type":"8-K","filed_at":"2026-01-12T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Bicycle Therapeutics outlines 2026 milestones; zelenectide pevedotin dose selection & approval pathway update in Q1","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Dose selection from Phase 2/3 Duravelo-2 trial and approval update for zelenectide pevedotin in mUC expected in Q1 2026","Additional EphA2 human imaging data for radiopharmaceuticals pipeline planned for first half of 2026","Initial data from Phase 1/2 Duravelo-3 trial in NECTIN4-amplified breast cancer expected in second half of 2026","Financial runway expected into 2028 to support execution of clinical and strategic priorities"],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":318561121.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":124640,"accession_number":"0001104659-25-104004","cik":1761612,"company_name":"BICYCLE THERAPEUTICS PLC","ticker":"BCYC","form_type":"8-K","filed_at":"2025-10-30T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Bicycle Therapeutics Q3 net loss $59.1M; lead drug regulatory update delayed to Q1 2026","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss of $59.1M ($0.85 per share) vs $50.8M ($0.74) in Q3 2024; R&D expenses up 21% to $58.4M.","Cash $648.3M (down from $879.5M at Dec 2024); additional $38.2M R&D tax credit received Oct 2025; runway into 2028.","Dose selection for zelenectide pevedotin Duravelo-2 trial and potential approval pathway update expected Q1 2026.","Strengthened Board with appointments of Charles Swanton, Roger Dansey, and Hervé Hoppenot.","BT5528 and BT7480 combination data presentations pushed to H1 2026; initial BRC EphA2 human imaging data expected H1 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":-2.87,"consensus_revenue_estimate":null,"consensus_revenue_actual":24631000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":318561121.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":141316,"accession_number":"0001104659-25-088238","cik":1761612,"company_name":"BICYCLE THERAPEUTICS PLC","ticker":"BCYC","form_type":"8-K","filed_at":"2025-09-08T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Bicycle Therapeutics appoints Roger Dansey and Hervé Hoppenot to Board of Directors","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Roger Dansey, M.D. (ex-Pfizer/Seagen) and Hervé Hoppenot (ex-Incyte/Novartis) joined the board effective Sep 8, 2025.","Board expanded from 8 to 10 members; Dr. Dansey serves as Class III director, Mr. Hoppenot as Class I director.","Both are independent; Dr. Dansey will serve on Scientific and Nominating/Governance committees, Mr. Hoppenot on Audit and Compensation."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":318561121.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":141315,"accession_number":"0001104659-25-075435","cik":1761612,"company_name":"BICYCLE THERAPEUTICS PLC","ticker":"BCYC","form_type":"8-K","filed_at":"2025-08-08T23:59:59+00:00","items":["2.02","5.02","9.01"],"status":"ready","headline":"Bicycle Therapeutics Q2 net loss widens to $1.14/share; cuts workforce 30% to extend runway","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss $79.0M ($1.14/share) vs $39.8M ($0.77) a year ago; R&D spend rose 77% to $71.0M.","Cash $721.5M at June 30, down from $879.5M at Dec 31; company expects runway through 2028 after cost realignment.","Workforce reduction of ~30% announced; Duravelo-5 trial paused while Duravelo-4 (NECTIN4-amplified NSCLC) enrolling.","Charles Swanton appointed to Board and Scientific Committee; new Research & Innovation Advisory Board formed.","Key catalyst: FDA meeting planned 4Q 2025 for zelenectide pevedotin accelerated approval pathway in mUC."],"consensus_eps_estimate":null,"consensus_eps_actual":-2.02,"consensus_revenue_estimate":null,"consensus_revenue_actual":12897000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":318561121.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":159130,"accession_number":"0001104659-25-060316","cik":1761612,"company_name":"BICYCLE THERAPEUTICS PLC","ticker":"BCYC","form_type":"8-K","filed_at":"2025-06-17T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Bicycle Therapeutics AGM results: all proposals pass, equity plan amendment sees 22.4% opposition","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Re-elected director Alessandro Riva: 40.0M for, 9.1M against (18.5% opposed).","Advisory 'say-on-pay' passed with 47.3M for, 1.7M against.","Ratified PwC as US auditor: 49.1M for, 41K against.","Approved amendment to 2020 Equity Incentive Plan: 38.1M for, 11.0M against (22.4% against).","All ordinary resolutions, including re-appointment of UK auditors and adoption of 2024 accounts, passed."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.15,"market_cap_usd":318561121.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":159129,"accession_number":"0001104659-25-043014","cik":1761612,"company_name":"BICYCLE THERAPEUTICS PLC","ticker":"BCYC","form_type":"8-K","filed_at":"2025-05-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Bicycle Therapeutics Q1 net loss $60.8M; cash $793M; Duravelo-3 trial recruiting","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss of $60.8M ($0.88 per share) vs $26.6M ($0.62) in Q1 2024; R&D expense $59.1M (+69% YoY).","Cash and equivalents $793.0M as of March 31, 2025, down from $879.5M at Dec 31, 2024; runway into 2H 2027.","Phase 1/2 Duravelo-3 trial for zelenectide pevedotin in NECTIN4-amplified breast cancer open and recruiting.","Felix J. Baker to succeed Pierre Legault as Board chairman; Legault and Richard Kender retiring at June 17 AGM.","2 abstracts accepted for 2025 ASCO; dose selection for Duravelo-2 in mUC on track for 2H 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.88,"consensus_revenue_estimate":null,"consensus_revenue_actual":9977000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":318561121.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":159128,"accession_number":"0001104659-25-040625","cik":1761612,"company_name":"BICYCLE THERAPEUTICS PLC","ticker":"BCYC","form_type":"8-K","filed_at":"2025-04-29T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Bicycle Therapeutics presents positive MT1-MMP imaging data from 12 solid tumor patients at AACR 2025","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Data from 12 patients validate MT1-MMP as cancer target; BRC tracer showed uptake in primary tumors and metastases.","In lung cancer patient, MT1-MMP-PET showed BRC uptake in primary tumor (SUVmax 6.0) and bone metastases (SUVmax 7.9).","In breast/bladder cancer patient, MT1-MMP-PET revealed higher uptake than CT; IHC confirmed MT1-MMP expression in tumor.","Second BRC molecule targeting EphA2: initial human imaging data expected 2H 2025; company-sponsored trials planned for 2026.","Overall, 12 of 14 patients imaged successfully; results support radiopharmaceutical therapy potential."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":318561121.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":177582,"accession_number":"0001104659-25-028531","cik":1761612,"company_name":"BICYCLE THERAPEUTICS PLC","ticker":"BCYC","form_type":"8-K","filed_at":"2025-03-27T23:59:59+00:00","items":["5.02","8.01","9.01"],"status":"ready","headline":"Bicycle Therapeutics appoints Alessandro Riva to board, names Felix Baker chairman, promotes Eric Westin to CMO","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Pierre Legault and Richard Kender to retire from board after AGM June 17, 2025; Felix Baker to become chairman.","Alessandro Riva joins board and scientific committee; receives annual cash $60k, option 25k shares, RSU 12.5k shares vesting over 3 years.","CDO Santiago Arroyo resigned March 24; separation includes pro-rated 2025 bonus, COBRA to May 2025; consulting fee $12k/yr, equity continues vesting.","Eric Westin promoted to CMO; Jim MacDonald-Clink promoted to SVP head of business development."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":318561121.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":177581,"accession_number":"0001104659-25-023934","cik":1761612,"company_name":"BICYCLE THERAPEUTICS PLC","ticker":"BCYC","form_type":"8-K","filed_at":"2025-03-14T23:59:59+00:00","items":["5.08"],"status":"ready","headline":"Bicycle Therapeutics sets June 17, 2025 for annual meeting; announces proposal deadlines","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["2025 Annual General Meeting set for June 17, 2025; location and time in proxy statement.","Rule 14a-8 shareholder proposals must be received by March 31, 2025.","Non-proxy proposals and universal proxy notices due by April 18, 2025.","UK Companies Act resolutions from qualifying shareholders due by May 5, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":318561121.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":177580,"accession_number":"0001104659-25-016709","cik":1761612,"company_name":"BICYCLE THERAPEUTICS PLC","ticker":"BCYC","form_type":"8-K","filed_at":"2025-02-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Bicycle Therapeutics reports Q4/FY24 net loss $169M; cash $879.5M; zelenectide pevedotin shows 65% ORR in mUC","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Cash and cash equivalents $879.5M as of Dec 31, 2024, providing runway into 2H 2027.","Net loss $169.0M ($2.90 per share) for FY2024 vs $180.7M ($5.08 per share) in FY2023.","Phase 1 Duravelo-1: 65% ORR (13/20) for zelenectide pevedotin + pembrolizumab in first-line mUC; no Grade 4/5 TRAEs of interest.","FDA Fast Track granted for zelenectide pevedotin in NECTIN4-amplified TNBC and NSCLC; new Phase 1/2 trials planned in 2025.","R&D expenses $173.0M in FY2024, up from $156.5M in FY2023, driven by zelenectide pevedotin development."],"consensus_eps_estimate":null,"consensus_eps_actual":-2.9,"consensus_revenue_estimate":null,"consensus_revenue_actual":35275000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":318561121.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":177579,"accession_number":"0001104659-25-003026","cik":1761612,"company_name":"BICYCLE THERAPEUTICS PLC","ticker":"BCYC","form_type":"8-K","filed_at":"2025-01-13T23:59:59+00:00","items":["7.01","8.01","9.01"],"status":"ready","headline":"Bicycle Therapeutics reports 65% ORR in Ph1 combo zelenectide plus pembro in 1L mUC; outlines 2025 milestones","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Updated Phase 1 Duravelo-1 data: 65% ORR (13/20 evaluable) in 1L cisplatin-ineligible mUC; 50% confirmed ORR.","Median duration of response not yet mature; 12 patients remain on treatment at data cut-off (Jan 3, 2025).","No Grade 4/5 TRAEs of clinical interest; no patients withdrew due to zelenectide TRAEs; low-grade peripheral neuropathy, skin/eye events.","Cash and equivalents $890.9M as of Sept 30, 2024; financial runway into 2H 2027.","2025 milestones: Phase 2/3 Duravelo-2 dose selection data in 2H; initiate Phase 1 trials in NECTIN4-amplified breast, lung, and multi-tumor cancers."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":318561121.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":194291,"accession_number":"0001104659-24-128241","cik":1761612,"company_name":"BICYCLE THERAPEUTICS PLC","ticker":"BCYC","form_type":"8-K","filed_at":"2024-12-13T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Bicycle Therapeutics Reports Positive Zelenectide Pevedotin Data in Multiple Cancers","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Zelenectide pevedotin plus pembrolizumab showed 60% ORR in 22 first-line cisplatin-ineligible mUC patients.","Breast cancer patients with NECTIN4 gene amplification had 62.5% ORR (5/8) vs. 14.3% in all evaluable patients.","NSCLC patients with NECTIN4 gene amplification achieved 40.0% ORR (2/5); no responses in non-amplified patients.","Company plans Phase 1/2 trials in NECTIN4-amplified breast, lung, and other cancers in 2025.","Dose selection and topline data from Phase 2/3 Duravelo-2 trial expected in 2H 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":318561121.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":194290,"accession_number":"0001104659-24-112848","cik":1761612,"company_name":"BICYCLE THERAPEUTICS PLC","ticker":"BCYC","form_type":"8-K","filed_at":"2024-10-31T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Bicycle Therapeutics reports Q3 net loss $50.8M; strong cash $890.9M; 45% ORR for zelenectide pevedotin","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss $50.8M ($0.74/shr) in Q3 2024 vs $49.9M ($1.26/shr) in Q3 2023; R&D spend $48.3M, up from $39.9M.","Cash $890.9M as of Sep 30, 2024, up from $526.4M at Dec 31, 2023; expects cash runway into 2H 2027; $31.7M UK tax credit received Oct 2024.","Zelenectide pevedotin (Nectin-4 BTC) monotherapy: 45% ORR in mUC (n=38), median DOR 11.1 months; differentiated safety profile; Phase 2/3 Duravelo-2 enrolling.","BT5528 (EphA2 BTC) monotherapy: 45% ORR in mUC at 6.5 mg/m2 Q2W (n=11); low peripheral neuropathy rates; combo with nivolumab expected 2025.","First human imaging data for BRC targeting MT1-MMP validates target; selected EphA2 as second BRC target; signed LOI with Eckert & Ziegler."],"consensus_eps_estimate":null,"consensus_eps_actual":-2.15,"consensus_revenue_estimate":null,"consensus_revenue_actual":31567000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":318561121.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":194289,"accession_number":"0001104659-24-110749","cik":1761612,"company_name":"BICYCLE THERAPEUTICS PLC","ticker":"BCYC","form_type":"8-K","filed_at":"2024-10-23T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"First human imaging data validate MT1-MMP BRC radiopharmaceutical potential; strategy outlined","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["First human PET/CT data for gallium-68-labelled MT1-MMP BRC show tracer uptake in lung cancer primary and metastases consistent with FDG imaging.","Preclinical data demonstrate BRC biodistribution optimized to maintain high tumor uptake while significantly reducing kidney retention.","Company selects EphA2 as second BRC target; signs letter of intent with Eckert & Ziegler for isotope supply and manufacturing.","CEO Kevin Lee highlights strategy to pursue novel targets with first-in-class radiopharmaceuticals using Bicycle platform."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":318561121.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":210619,"accession_number":"0001104659-24-101202","cik":1761612,"company_name":"BICYCLE THERAPEUTICS PLC","ticker":"BCYC","form_type":"8-K","filed_at":"2024-09-19T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Bicycle Therapeutics reports positive ESMO 2024 data: 45% ORR for zelenectide pevedotin in mUC","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Zelenectide pevedotin monotherapy in mUC: 45% ORR (38 evaluable patients), 11.1 months median duration of response.","BT5528 in mUC: 45% ORR in 6.5 mg/m² Q2W expansion cohort; EphA2 expression correlates with response.","Low treatment-related peripheral neuropathy: 28% with zelenectide, 19% with BT5528; no Grade ≥3 events.","BT7480 in advanced solid tumors: favorable safety, 13 of 39 patients stable disease, 2 unconfirmed PRs in cervical cancer.","Global Phase 2/3 Duravelo-2 registrational trial for zelenectide pevedotin in mUC is enrolling."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":318561121.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":210618,"accession_number":"0001104659-24-086085","cik":1761612,"company_name":"BICYCLE THERAPEUTICS PLC","ticker":"BCYC","form_type":"8-K","filed_at":"2024-08-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Bicycle Therapeutics Q2 net loss $39.8M; cash $961.4M after $555M PIPE","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss of $39.8M ($0.77 loss per share) vs $42.6M ($1.41 loss per share) in Q2 2023; R&D expense $40.1M.","Cash and cash equivalents $961.4M as of June 30, 2024, up from $526.4M at Dec 31, 2023, after $555M PIPE financing.","Pipeline focused on zelenectide pevedotin (BTC) and BT5528; four abstracts accepted for ESMO 2024.","Jennifer Perry promoted to CSO & head of commercial; Nick Keen transitions to advisor; new Clinical Advisory Board formed.","Repaid $31.9M Hercules loan in July 2024 ahead of maturity; financial runway extended into 2H 2027."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.4,"consensus_revenue_estimate":null,"consensus_revenue_actual":28891000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":318561121.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":210617,"accession_number":"0001104659-24-078976","cik":1761612,"company_name":"BICYCLE THERAPEUTICS PLC","ticker":"BCYC","form_type":"8-K","filed_at":"2024-07-10T23:59:59+00:00","items":["1.02"],"status":"ready","headline":"Bicycle Therapeutics terminates $30M Hercules loan, repays $31.9M total","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Repaid $30.0M principal plus $1.5M end-of-term charge and $0.3M prepayment fee, total $31.9M.","Used cash on hand to settle all amounts; loan was scheduled to mature July 1, 2025.","Loan bore interest at prime + 4.55% (min 8.05%, max 9.05%); secured by personal property except IP.","All security interests terminated and released upon repayment.","Voluntary termination reduces debt obligations; collateral released."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.45,"calibrated_materiality_score":0.45,"market_cap_usd":318561121.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":228967,"accession_number":"0001104659-24-072828","cik":1761612,"company_name":"BICYCLE THERAPEUTICS PLC","ticker":"BCYC","form_type":"8-K","filed_at":"2024-06-18T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Bicycle Therapeutics registers 37.7M shares for resale by selling securityholders","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Filed prospectus supplement to resell up to 37,656,764 ordinary shares (each represented by one ADS).","Shares are already outstanding; no new issuance or dilution from the company.","Legal opinion from Cooley (UK) LLP regarding share validity filed as exhibit.","Registration covers secondary resale only; no change in company's operations or guidance."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":318561121.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":228971,"accession_number":"0001104659-24-064716","cik":1761612,"company_name":"BICYCLE THERAPEUTICS PLC","ticker":"BCYC","form_type":"8-K","filed_at":"2024-05-23T23:59:59+00:00","items":["1.01","3.02","8.01","9.01"],"status":"ready","headline":"Bicycle Therapeutics raises ~$555M in private placement of 25.9M ADSs at $21.42; cash runway into H2 2027","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Sold 25,933,706 ADSs (and non-voting ordinary shares in lieu) at $21.42/share for gross proceeds of ~$555M.","Closing expected May 28, 2024; proceeds will boost cash to ~$1.0B, extending runway into second half of 2027.","Offering conducted as private placement under Section 4(a)(2) and Rule 506 of Regulation D.","Company to file a resale registration statement within 30 calendar days after closing or 15 business days if Form S-3ASR is effective."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":318561121.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":228970,"accession_number":"0001104659-24-062503","cik":1761612,"company_name":"BICYCLE THERAPEUTICS PLC","ticker":"BCYC","form_type":"8-K","filed_at":"2024-05-16T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Bicycle Therapeutics shareholders approve all 11 proposals at 2024 AGM","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Directors Kevin Lee (36.4M for) and Jose-Carlos Gutierrez-Ramos (35.0M for) re-elected.","Advisory vote on executive compensation passed with 36.2M for, 1.2M against.","Ratification of PwC as US and UK auditors approved with ~37.4M for each.","Share allotment authorization and pre-emption rights disapplication passed with >32M for each.","New articles of association adopted with 37.4M for, 15,138 against."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.15,"market_cap_usd":318561121.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":228969,"accession_number":"0001104659-24-055981","cik":1761612,"company_name":"BICYCLE THERAPEUTICS PLC","ticker":"BCYC","form_type":"8-K","filed_at":"2024-05-02T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Bicycle Therapeutics Q1 net loss narrows to $26.6M; cash $457M; Phase 2/3 trial initiated","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Cash and equivalents $457.0M as of Mar 31, 2024, down from $526.4M at Dec 31, 2023.","Net loss of $26.6M ($0.62 per share) vs $39.1M ($1.30) in Q1 2023; improvement helped by $8.2M retroactive UK R&D tax credits.","R&D expenses rose to $34.9M from $32.2M YoY, driven by BT8009 clinical program costs.","Initiated Phase 2/3 Duravelo-2 registrational trial for BT8009 in metastatic urothelial cancer; enrollment ongoing.","Mike Hannay promoted to Chief Product and Supply Chain Officer; multiple clinical data readouts expected in 2H 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.62,"consensus_revenue_estimate":null,"consensus_revenue_actual":19530000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":318561121.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}