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Bicycle Therapeutics Ltd (BCYC)



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Upturn Advisory Summary
04/01/2025: BCYC (1-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Performance
Type Stock | Historic Profit 1.99% | Avg. Invested days 29 | 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 620.75M USD | Price to earnings Ratio - | 1Y Target Price 27.7 |
Price to earnings Ratio - | 1Y Target Price 27.7 | ||
Volume (30-day avg) 314842 | Beta 1.12 | 52 Weeks Range 7.85 - 28.67 | Updated Date 03/31/2025 |
52 Weeks Range 7.85 - 28.67 | Updated Date 03/31/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -2.9 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin - | Operating Margin (TTM) -1824.78% |
Management Effectiveness
Return on Assets (TTM) -16.9% | Return on Equity (TTM) -29.04% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value -282499007 | Price to Sales(TTM) 17.6 |
Enterprise Value -282499007 | Price to Sales(TTM) 17.6 | ||
Enterprise Value to Revenue 21.22 | Enterprise Value to EBITDA -2.14 | Shares Outstanding 47710300 | Shares Floating 1884365 |
Shares Outstanding 47710300 | Shares Floating 1884365 | ||
Percent Insiders 1.75 | Percent Institutions 92.09 |
Analyst Ratings
Rating 4.15 | Target Price 33.36 | Buy 5 | Strong Buy 5 |
Buy 5 | Strong Buy 5 | ||
Hold 3 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Bicycle Therapeutics Ltd

Company Overview
History and Background
Bicycle Therapeutics Ltd was founded in 2009, based on the proprietary Bicycle technology platform originating from the laboratory of Sir Gregory Winter. They initially focused on developing novel therapeutics for unmet medical needs and have since evolved into a clinical-stage biopharmaceutical company.
Core Business Areas
- Bicycle Technology Platform: The core of Bicycle Therapeutics is its proprietary Bicycle technology, which creates novel bicyclic peptides for drug development.
- Oncology: Their primary focus is on developing Bicycle-based therapeutics for cancer treatment. They have multiple clinical programs targeting various cancer types.
- Other Therapeutic Areas: While oncology is the main focus, they also explore the potential of Bicycles in other therapeutic areas, with partnerships in place for some of these.
Leadership and Structure
The leadership team consists of experienced pharmaceutical executives. The company has a board of directors overseeing strategic direction and a management team responsible for day-to-day operations.
Top Products and Market Share
Key Offerings
- BT8009: A Bicycle Toxin Conjugate (BTC) targeting Nectin-4, currently in clinical development for solid tumors. Bicycle Therapeutics holds worldwide rights to BT8009. Competitors include companies developing antibody-drug conjugates (ADCs) targeting Nectin-4, such as Astellas with Enfortumab Vedotin (Padcev).
- BT5500: A Bicycle Toxin Conjugate (BTC) targeting EphA2, currently in clinical development for solid tumors. Bicycle Therapeutics holds worldwide rights to BT5500. Competitors include companies developing antibody-drug conjugates (ADCs) or small molecule inhibitors targeting EphA2.
Market Dynamics
Industry Overview
The biopharmaceutical industry is highly competitive and research-intensive. Companies like Bicycle Therapeutics face challenges and opportunities associated with drug development, regulatory approval, and commercialization.
Positioning
Bicycle Therapeutics is positioned as an innovator in the field of bicyclic peptides, offering a unique approach to drug development. Their competitive advantage lies in the potential for Bicycles to combine the properties of small molecules and antibodies.
Total Addressable Market (TAM)
The TAM for oncology therapeutics is substantial, valued in the hundreds of billions of dollars. Bicycle Therapeutics is focused on capturing a portion of this market through its targeted therapies and specific programs.
Upturn SWOT Analysis
Strengths
- Proprietary Bicycle technology platform
- Novel approach to drug development
- Strong intellectual property position
- Experienced management team
- Clinical-stage pipeline
Weaknesses
- Dependence on the success of its Bicycle technology
- Limited commercialized products
- High research and development costs
- Reliance on partnerships for some therapeutic areas
Opportunities
- Expanding the application of Bicycles to other therapeutic areas
- Securing partnerships with larger pharmaceutical companies
- Advancing clinical programs to regulatory approval
- Expanding pipeline through internal discovery and external acquisitions
- Addressing unmet medical needs with targeted therapies
Threats
- Competition from established pharmaceutical companies
- Clinical trial failures
- Regulatory hurdles
- Patent challenges
- Economic downturns impacting healthcare spending
Competitors and Market Share
Key Competitors
- ASTS
- MRNA
- LLY
Competitive Landscape
Bicycle Therapeutics competes with companies developing antibody-drug conjugates (ADCs), small molecule inhibitors, and other targeted therapies. Bicycle Therapeutics's advantage lies in its proprietary Bicycle technology, which offers a unique approach to drug development.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: Growth is driven by progression of clinical trials and partnership deals. Data must come from a live data source.
Future Projections: Future projections come from analyst estimates and company guidance. Need to source real-time data from investment websites
Recent Initiatives: Recent initiatives include advancing lead clinical programs (BT8009, BT5500), expanding its pipeline through internal discovery, and securing partnerships to develop Bicycle-based therapeutics.
Summary
Bicycle Therapeutics is a clinical-stage biopharmaceutical company leveraging its proprietary Bicycle technology for drug development. The company's strengths lie in its novel approach and expanding pipeline. However, it faces the challenges of clinical trial success, competition, and financial sustainability. Successful clinical trials will enhance its long-term sustainability and market position.
Similar Companies
- ASTS
- MRNA
- LLY
Sources and Disclaimers
Data Sources:
- Bicycle Therapeutics Ltd. Investor Relations
- SEC Filings
- Company Press Releases
- Industry Reports
- Analyst Reports
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Financial data is subject to change and may not be real-time. Market share data is estimated and may not reflect precise figures.
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. Its product pipeline comprising zelenectide pevedotin, a bicycle toxin conjugate (BTC) which is in phase I/II/III clinical trial for the treatment of high nectin-4 expressing tumors; BT5528(EphA2), a BTC which is in phase I/II clinical trial for the treatment of Ephrin type A receptor 2 expressing tumor; and BT7480, a Bicycle TICA 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; and Novel neuromuscular targets, which is in preclinical trial targeting neuromuscular disease. 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; and Genentech. Bicycle Therapeutics plc was incorporated in 2009 and is headquartered in Cambridge, the United Kingdom.
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