Bicycle Therapeutics plc

NasdaqGS:BCYC Stock Report

Market Cap: US$975.6m

Bicycle Therapeutics Management

Management criteria checks 3/4

Bicycle Therapeutics' CEO is Kevin Lee, appointed in Sep 2015, has a tenure of 9.25 years. total yearly compensation is $5.54M, comprised of 12.8% salary and 87.2% bonuses, including company stock and options. directly owns 0.37% of the company’s shares, worth $3.62M. The average tenure of the management team and the board of directors is 2.9 years and 5.4 years respectively.

Key information

Kevin Lee

Chief executive officer

US$5.5m

Total compensation

CEO salary percentage12.8%
CEO tenure9.3yrs
CEO ownership0.4%
Management average tenure2.9yrs
Board average tenure5.4yrs

Recent management updates

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

Recent updates

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

Bicycle Therapeutics: Trying To Catch This Falling Knife

Apr 17

Is Bicycle Therapeutics (NASDAQ:BCYC) A Risky Investment?

Apr 11
Is Bicycle Therapeutics (NASDAQ:BCYC) A Risky Investment?

Bicycle Therapeutics: A Buy Ahead Of AACR Presentation

Mar 25

Bicycle Therapeutics: An Oncology Play With Big Potential

Feb 28

Bicycle Therapeutics (NASDAQ:BCYC) Has Debt But No Earnings; Should You Worry?

Nov 07
Bicycle Therapeutics (NASDAQ:BCYC) Has Debt But No Earnings; Should You Worry?

Bicycle Therapeutics: Scaffolding Short Linear Peptides Into Bicycles

Aug 25

The Consensus EPS Estimates For Bicycle Therapeutics plc (NASDAQ:BCYC) Just Fell Dramatically

Aug 07
The Consensus EPS Estimates For Bicycle Therapeutics plc (NASDAQ:BCYC) Just Fell Dramatically

CEO Compensation Analysis

How has Kevin Lee's remuneration changed compared to Bicycle Therapeutics's earnings?
DateTotal CompensationSalaryCompany Earnings
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

Sep 30 2019n/an/a

-US$33m

Jun 30 2019n/an/a

-US$31m

Mar 31 2019n/an/a

-US$26m

Dec 31 2018US$818kUS$386k

-US$22m

Compensation vs Market: Kevin's total compensation ($USD5.54M) is above average for companies of similar size in the US market ($USD3.21M).

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


CEO

Kevin Lee (56 yo)

9.3yrs

Tenure

US$5,540,400

Compensation

Dr. Kevin Lee, M.B.A., Ph D., has been Chief Executive Officer of Bicycle Therapeutics plc since September 2015. Dr. Lee joined Bicycle Therapeutics from Pfizer where he served as Senior Vice President and...


Leadership Team

NamePositionTenureCompensationOwnership
Kevin Lee
CEO & Executive Director9.3yrsUS$5.54m0.37%
$ 3.6m
Gregory Winter
Co-Founder & Non-Executive Directorno dataUS$477.04k0.24%
$ 2.3m
Alethia Young
Chief Financial Officer1.4yrsUS$2.88mno data
Santiago Arroyo
Chief Development Officer1.8yrsUS$2.82m0%
$ 0
Christian Heinis
Scientific Founderno datano datano data
Alistair Milnes
Chief Operating Officer2.9yrsUS$5.98m0.024%
$ 237.0k
Travis Thompson
Senior VP1.5yrsno data0%
$ 0
Michael Skynner
Chief Technology Officer2.9yrsUS$3.07m0.073%
$ 712.4k
Stephanie Yao
Senior Vice President of Investor Relations and Corporate Communicationsno datano datano data
Zafar Qadir
Chief Legal Officer & General Counsel4.7yrsno datano data
Gillian Langford
Head of Clinical and Project Management8.6yrsno datano data
Phil Jeffrey
Senior VP of Pre-Clinical Development6.1yrsno datano data

2.9yrs

Average Tenure

55.5yo

Average Age

Experienced Management: BCYC's management team is considered experienced (2.9 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
Kevin Lee
CEO & Executive Director9.3yrsUS$5.54m0.37%
$ 3.6m
Gregory Winter
Co-Founder & Non-Executive Directorno dataUS$477.04k0.24%
$ 2.3m
Keith Peters
Chairman of Scientific Advisory Board6.6yrsno datano data
Pierre Legault
Non-Executive Chairman5.8yrsUS$1.06m0.031%
$ 303.8k
Jose-Carlos Gutierrez-Ramos
Independent Non-Executive Director3.8yrsUS$482.29k0.016%
$ 151.9k
Richard Kender
Independent Non-Executive Director5.4yrsUS$526.91k0.016%
$ 151.9k
Garret FitzGerald
Member of Scientific Advisory Board4.2yrsno datano data
Caetano Reis e Sousa
Member of Scientific Advisory Board4.2yrsno datano data
Janice Bourque
Independent Non-Executive Director5.4yrsUS$495.41k0.016%
$ 151.9k
Geoffrey Shapiro
Member of Scientific Advisory Board6.6yrsno datano data
Charles Swanton
Member of Scientific Advisory Board4.2yrsno datano data
Jane Grogan
Member of Scientific Advisory Board4.2yrsno datano data

5.4yrs

Average Tenure

64yo

Average Age

Experienced Board: BCYC's board of directors are considered experienced (5.4 years average tenure).


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/31 22:47
End of Day Share Price 2024/12/31 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

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 here.

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 .

Analyst Sources

Bicycle Therapeutics plc is covered by 21 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
Peter LawsonBarclays
Kalpit PatelB. Riley Securities, Inc.
Arlinda LeeCanaccord Genuity