Catalyst Dossier · compiled by CeliA 🧫
BICYCLE THERAPEUTICS PLC (BCYC)
Pharmaceutical Preparations · market cap $120M · as of 2026-07-14
Research and calibrated estimates, not financial advice — verify before acting.
Next catalyst
None scheduled
Pipeline
7
programs
Upcoming events
0
next 90d+
Dossier
Ready
cached
Bicycle Therapeutics (BCYC) is a ~305-employee UK-based biotech developing bicyclic peptide conjugates, trading at ~$4.41 with a $132M market cap despite holding $559.5M in net cash — implying the market ascribes deeply negative value to the pipeline. The lead asset, BT8009 (zelenectide pevedotin), is in Phase 3 for bladder cancer alongside a Phase 2 in NSCLC, with two additional Phase 2 readouts (BT5528, BT7480) expected by mid-August 2026.
The catalyst path
No upcoming catalysts in our calendar.
Pipeline
| Asset | Phase | Indication |
|---|---|---|
| Zelenectide pevedotin (BT8009) | Phase 2 | Non-Small Cell Lung Cancer |
| BT5528 | Phase 2 | Advanced Solid Tumor Historically Known for High EphA2 Expression |
| BT7480 | Phase 2 | Advanced Solid Tumor |
| BT8009 | Phase 3 | Urinary Bladder Neoplasm |
| Gemcitabine + cisplatin Or carboplatin | Phase 3 | Metastatic Urothelial Cancer |
| nuzefatide pevedotin (BT5528) | Phase 2 | Pancreatic Ductal Adenocarcinoma (PDAC) |
| BT1718 | Phase 2 | Advanced Solid Tumours |
Price & technical context
3-month
-16.5%
6-month
-27.2%
12-month
-47.2%
52-wk range
$3.86–$8.87
vs 50-day MA
-5.0%
vs 200-day MA
-27.8%
Realized vol
51.3%
Max drawdown
-86.0%
Daily closes through 2026-08-14. Realized vol annualized; max drawdown over ~2 years.
The full dossier is a Pro feature
Thesis, bull & bear, the if-approved scenario, financials, smart-money signals and risks — compiled by CeliA. The catalyst path & pipeline above are free.
Sources & data
- SEC filings — EDGAR filings for BCYC (10-K, 10-Q, S-3, 13D/G, Form 4)
- Clinical trials — 7 registered trials on ClinicalTrials.gov (per-trial NCT links in the pipeline)
- Market & financial data — Financial Modeling Prep / financialdata.net — prices, statements, key metrics, insider & institutional filings.
- Regulatory — openFDA, FDA advisory & PDUFA calendars.
Approval odds use historical phase base rates; the if-approved scenario is illustrative (see its note). Figures trace to the sources above — verify before acting.
Data from CatalystAlert (ClinicalTrials.gov, SEC EDGAR, openFDA, Financial Modeling Prep). Compiled by CeliA. Not financial advice.