Bicycle Therapeutics plc

NasdaqGS:BCYC Stock Report

Market Cap: US$363.5m

Bicycle Therapeutics Management

Management criteria checks 2/4

Bicycle Therapeutics' CEO is Kevin Lee, appointed in Sep 2015, has a tenure of 10.42 years. total yearly compensation is $4.86M, comprised of 15.6% salary and 84.4% bonuses, including company stock and options. directly owns 0.85% of the company’s shares, worth $3.09M. The average tenure of the management team and the board of directors is 3.5 years and 2.1 years respectively.

Key information

Kevin Lee

Chief executive officer

US$4.9m

Total compensation

CEO salary percentage15.64%
CEO tenure10.4yrs
CEO ownership0.9%
Management average tenure3.5yrs
Board average tenure2.1yrs

Recent management updates

Recent updates

We Think Bicycle Therapeutics (NASDAQ:BCYC) Needs To Drive Business Growth Carefully

Feb 05
We Think Bicycle Therapeutics (NASDAQ:BCYC) Needs To Drive Business Growth Carefully

Bicycle Therapeutics: Looking For Their Niche, Addressing Cash Burn

Oct 15

Analysts Just Slashed Their Bicycle Therapeutics plc (NASDAQ:BCYC) EPS Numbers

Aug 18
Analysts Just Slashed Their Bicycle Therapeutics plc (NASDAQ:BCYC) EPS Numbers

Analysts Have Lowered Expectations For Bicycle Therapeutics plc (NASDAQ:BCYC) After Its Latest Results

Aug 13
Analysts Have Lowered Expectations For Bicycle Therapeutics plc (NASDAQ:BCYC) After Its Latest Results

Is Bicycle Therapeutics (NASDAQ:BCYC) In A Good Position To Deliver On Growth Plans?

Jun 18
Is Bicycle Therapeutics (NASDAQ:BCYC) In A Good Position To Deliver On Growth Plans?

Bicycle Therapeutics: Maybe Underwhelming, But I Don't Think They Should Be This Discounted

Apr 22

Bicycle Therapeutics: Trading At Cash, Underwhelming But Not Unsalvageable Data

Feb 02

We're Not Very Worried About Bicycle Therapeutics' (NASDAQ:BCYC) Cash Burn Rate

Jan 06
We're Not Very Worried About Bicycle Therapeutics' (NASDAQ:BCYC) Cash Burn Rate

Bicycle Therapeutics: Looking Again At An Intriguing Developmental Concern

Nov 07

Bicycle Therapeutics plc (NASDAQ:BCYC) Third-Quarter Results Just Came Out: Here's What Analysts Are Forecasting For Next Year

Nov 03
Bicycle Therapeutics plc (NASDAQ:BCYC) Third-Quarter Results Just Came Out: Here's What Analysts Are Forecasting For Next Year

Bicycle Therapeutics (NASDAQ:BCYC) May Not Be Profitable But It Seems To Be Managing Its Debt Just Fine, Anyway

Oct 23
Bicycle Therapeutics (NASDAQ:BCYC) May Not Be Profitable But It Seems To Be Managing Its Debt Just Fine, Anyway

Bicycle Therapeutics Is Looking Increasingly Attractive

Aug 20

Bicycle Therapeutics Boosts Balance Sheet To Navigate Data Desert

May 24

Shareholders May Not Be So Generous With Bicycle Therapeutics plc's (NASDAQ:BCYC) CEO Compensation And Here's Why

May 10
Shareholders May Not Be So Generous With Bicycle Therapeutics plc's (NASDAQ:BCYC) CEO Compensation And Here's Why

Analysts' Revenue Estimates For Bicycle Therapeutics plc (NASDAQ:BCYC) Are Surging Higher

May 04
Analysts' Revenue Estimates For Bicycle Therapeutics plc (NASDAQ:BCYC) Are Surging Higher

Does Bicycle Therapeutics (NASDAQ:BCYC) Have A Healthy Balance Sheet?

Apr 19
Does Bicycle Therapeutics (NASDAQ:BCYC) Have A Healthy Balance Sheet?

Bicycle: 2nd Half Of 2024 Data Could Provide Significant Inflection Point

Mar 12

Bicycle Therapeutics (NASDAQ:BCYC) Is Using Debt Safely

Jan 04
Bicycle Therapeutics (NASDAQ:BCYC) Is Using Debt Safely

Newsflash: Bicycle Therapeutics plc (NASDAQ:BCYC) Analysts Have Been Trimming Their Revenue Forecasts

Nov 07
Newsflash: Bicycle Therapeutics plc (NASDAQ:BCYC) Analysts Have Been Trimming Their Revenue Forecasts

The Bicycle Therapeutics plc (NASDAQ:BCYC) Analysts Have Been Trimming Their Sales Forecasts

May 14
The Bicycle Therapeutics plc (NASDAQ:BCYC) Analysts Have Been Trimming Their Sales Forecasts

Industry Analysts Just Upgraded Their Bicycle Therapeutics plc (NASDAQ:BCYC) Revenue Forecasts By 26%

Mar 31
Industry Analysts Just Upgraded Their Bicycle Therapeutics plc (NASDAQ:BCYC) Revenue Forecasts By 26%

Is Bicycle Therapeutics (NASDAQ:BCYC) Using Debt In A Risky Way?

Mar 09
Is Bicycle Therapeutics (NASDAQ:BCYC) Using Debt In A Risky Way?

Time To Worry? Analysts Just Downgraded Their Bicycle Therapeutics plc (NASDAQ:BCYC) Outlook

Nov 08
Time To Worry? Analysts Just Downgraded Their Bicycle Therapeutics plc (NASDAQ:BCYC) Outlook

Bicycle Therapeutics: Exploring An Intriguing Developmental Platform

Oct 08

Bicycle Therapeutics initiated Outperform at Cowen citing drug platform

Aug 31

Bicycle to get $10M as Genentech uses option for new program under cancer drug collaboration

Jul 12

Is Bicycle Therapeutics (NASDAQ:BCYC) Weighed On By Its Debt Load?

Jul 10
Is Bicycle Therapeutics (NASDAQ:BCYC) Weighed On By Its Debt Load?

Bicycle Therapeutics: Promising Early-Stage Cancer Drug Developer

Jul 05

CEO Compensation Analysis

How has Kevin Lee's remuneration changed compared to Bicycle Therapeutics's earnings?
DateTotal CompensationSalaryCompany Earnings
Sep 30 2025n/an/a

-US$251m

Jun 30 2025n/an/a

-US$242m

Mar 31 2025n/an/a

-US$203m

Dec 31 2024US$5mUS$760k

-US$169m

Sep 30 2024n/an/a

-US$166m

Jun 30 2024n/an/a

-US$165m

Mar 31 2024n/an/a

-US$168m

Dec 31 2023US$6mUS$710k

-US$181m

Sep 30 2023n/an/a

-US$162m

Jun 30 2023n/an/a

-US$140m

Mar 31 2023n/an/a

-US$124m

Dec 31 2022US$9mUS$673k

-US$113m

Sep 30 2022n/an/a

-US$101m

Jun 30 2022n/an/a

-US$87m

Mar 31 2022n/an/a

-US$78m

Dec 31 2021US$4mUS$677k

-US$67m

Sep 30 2021n/an/a

-US$66m

Jun 30 2021n/an/a

-US$62m

Mar 31 2021n/an/a

-US$56m

Dec 31 2020US$3mUS$592k

-US$51m

Sep 30 2020n/an/a

-US$38m

Jun 30 2020n/an/a

-US$37m

Mar 31 2020n/an/a

-US$35m

Dec 31 2019US$4mUS$517k

-US$31m

Compensation vs Market: Kevin's total compensation ($USD4.86M) is above average for companies of similar size in the US market ($USD2.23M).

Compensation vs Earnings: Kevin's compensation has been consistent with company performance over the past year.


CEO

Kevin Lee (57 yo)

10.4yrs
Tenure
US$4,857,218
Compensation

Dr. Kevin Lee, M.B.A., Ph D., is Director of Alchemab Therapeutics Ltd. He has been Chief Executive Officer of Bicycle Therapeutics plc since September 2015.Dr. Lee joined Bicycle Therapeutics from Pfizer...


Leadership Team

NamePositionTenureCompensationOwnership
Kevin Lee
CEO & Executive Director10.4yrsUS$4.86m0.85%
$ 3.1m
Alistair Milnes
Chief Operating Officer4.1yrsUS$2.59m0.093%
$ 336.8k
Michael Hannay
Chief Product & Supply Chain Officer1.9yrsUS$2.37m0.024%
$ 88.3k
Christian Heinis
Scientific Founderno datano datano data
Travis Thompson
Chief Financial Officerno datano data0.055%
$ 198.6k
Michael Skynner
Chief Scientific Officerno dataUS$3.07m0.18%
$ 662.8k
Stephanie Yao
Senior Vice President of Investor Relations and Corporate Communicationsno datano datano data
Zafar Qadir
Chief Legal Officer & General Counsel5.8yrsno datano data
Gillian Langford
Head of Clinical and Project Management9.8yrsno datano data
Phil Jeffrey
Senior VP of Pre-Clinical Development7.3yrsno datano data
Jennifer Perry
Chief Strategy Officer & Head of Commercial2.8yrsno datano data
Jim MacDonald-Clink
Senior VP & Head of Business Developmentless than a yearno datano data
3.5yrs
Average Tenure
56yo
Average Age

Experienced Management: BCYC's management team is considered experienced (3.5 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
Kevin Lee
CEO & Executive Director10.4yrsUS$4.86m0.85%
$ 3.1m
Felix Baker
Independent Chairman1.8yrsUS$658.32kno data
Stephen Sands
Independent Director2yrsUS$711.92k0.014%
$ 49.2k
Jose-Carlos Gutierrez-Ramos
Independent Non-Executive Director4.9yrsUS$342.18k0.049%
$ 176.8k
Gregory Winter
Co-Founder & Non-Executive Director8.2yrsUS$327.72k0.27%
$ 979.5k
Howard Burris
Member of Clinical Advisory Board1.2yrsno datano data
Janice Bourque
Independent Non-Executive Director6.6yrsUS$343.44k0.033%
$ 120.5k
Robert Swanton
Director & Member of Clinical Advisory Boardless than a yearno data0.0018%
$ 6.6k
Toni Choueiri
Member of Clinical Advisory Board2.1yrsno datano data
Markus Eckstein
Member of Clinical Advisory Board1.2yrsno datano data
Sherene Loi
Member of Clinical Advisory Board2.1yrsno datano data
Solange Peters
Member of Clinical Advisory Board2.1yrsno datano data
2.1yrs
Average Tenure
60yo
Average Age

Experienced Board: BCYC's board of directors are not considered experienced ( 2.1 years average tenure), which suggests a new board.


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/02/17 11:47
End of Day Share Price 2026/02/13 00:00
Earnings2025/09/30
Annual Earnings2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Bicycle Therapeutics plc is covered by 22 analysts. 13 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Kalpit PatelB. Riley Securities, Inc.
Arlinda LeeCanaccord Genuity
Li Wang WatsekCantor Fitzgerald & Co.