Every material Form 8-K BICYCLE THERAPEUTICS PLC has filed with the SEC since July 30, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Bicycle Therapeutics reported third quarter 2026 results, with collaboration revenue rising to $34.1 million from $11.7 million a year earlier, mainly from recognizing the remaining revenue under its Bayer Consumer Care collaboration after termination. Operating expenses fell as workforce reductions and lower zelenectide program costs reduced R&D and G&A spending, narrowing the net loss to $10.5 million, or $(0.15) per share. Cash and cash equivalents were $469.9 million at September 30, 2026, down from $628.1 million at December 31, 2025, and the company expects cash to last into 2030.
Collaboration revenue was $34.1 million for the quarter ended September 30, 2026, versus $11.7 million a year earlier, primarily from the Bayer Consumer Care collaboration termination.
R&D expenses fell to $33.4 million from $58.4 million, and G&A expenses fell to $14.1 million from $18.9 million.
Net loss was $10.5 million, or $(0.15) per share, compared with $59.1 million, or $(0.85) per share, a year earlier.
The FDA granted Orphan Drug Designation to nuzefatide pevedotin for pancreatic cancer in September 2026; zelenectide pevedotin was deprioritized for internal development.
Bicycle Therapeutics plc disclosed that Charles Swanton resigned as a Class II director, from all board committees, and from its Clinical Advisory Board, effective immediately, on August 18, 2026. The company said the resignation was for personal reasons and not due to any disagreement over operations, policies or practices, so the change is administrative in nature for shareholders.
Charles Swanton resigned as a Class II director on August 18, 2026, effective immediately
He also resigned from the Board's committees and the Company's Clinical Advisory Board
The filing states the resignation was for personal reasons, not a disagreement with the Company
Bicycle Therapeutics reported a second-quarter 2026 net loss of $50.3 million, or $(0.72) per share, compared with $79.0 million, or $(1.14) per share, a year earlier. Collaboration revenue fell to $629 thousand from $2.9 million, and the company said cash and cash equivalents of $510.1 million give an expected cash runway into 2030.
Net loss was $50.3 million, or $(0.72) per share, for the three months ended June 30, 2026, versus $79.0 million, or $(1.14) per share, a year earlier.
Collaboration revenue was $629 thousand for the quarter, versus $2.9 million in the prior-year quarter.
R&D expenses were $41.2 million, down from $71.0 million, partly reflecting a workforce reduction announced in March 2026.
Cash and cash equivalents were $510.1 million at June 30, 2026, versus $628.1 million at December 31, 2025, with expected cash runway into 2030.
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