Company insider dossier

Bicycle Therapeutics Ltd insider intelligence

BCYC filings assessed for conviction, transaction quality, insider breadth, clustering, freshness, and price confirmation.

Terminal chart Weekly report Factor intelligence Healthcare Biotechnology Data API
13/100

Concentrated distribution

72/100 confidence
Exchange
NASDAQ
Sector
Healthcare
Industry
Biotechnology
Latest evidence
15 Jul 2026

Investment committee read

Concentrated distribution

Priced common-share disposals are concentrated enough to warrant review, but they are not treated as a standalone bearish forecast.

Review exposure and filing context

Evidence in favour

  • Participation spans 5 named insiders rather than one filing source.

Decision risks

  • Qualifying disposal events outnumber acquisitions, although disposals receive a lower directional weight.
  • The latest qualifying filing is more than 30 days old.
Conviction13Concentrated distribution
Confidence72Well supported
Named insiders5participating in the tape
Controlled events11directional common-share events
Acquisition value$0normalized amount
Disposal value$60.5Knormalized amount

Price confirmation map

Weekly price with common-share events

Acquisitions and disposals are aligned to the nearest completed weekly bar.

12.5510.388.216.033.86 Disposal · 6 Jul 2026 · $7.5KDisposal · 6 Jul 2026 · $2.3KDisposal · 6 Jul 2026 · $1.4KDisposal · 6 Jul 2026 · $1.1KDisposal · 6 Jul 2026 · $448Disposal · 6 Jul 2026 · $185Disposal · 2 Jul 2026 · $25.2KDisposal · 2 Jul 2026 · $7.9KDisposal · 2 Jul 2026 · $6.4KDisposal · 2 Jul 2026 · $4.4KDisposal · 2 Jul 2026 · $3.5K
Feb 2025Aug 2026
Weekly closeCommon-share acquisitionCommon-share disposal

Market confirmation

Price and trend context

Latest close
4.17 USD
One-week move
+8.0%
Four-week move
-5.4%
Fair-value gap
-69.3%
Trend signal
Inactive
Relative strength
-38.7

Directional balance

Controlled event mix

0.0%acquisition
Acquisition events
0
Disposal events
11
Net value
-$60.5K

Cadence

Twelve-week filing pressure

Volume shows attention. Controlled events determine direction.

025 May
001 Jun
008 Jun
015 Jun
022 Jun
529 Jun
606 Jul
413 Jul
020 Jul
027 Jul
003 Aug
010 Aug

Named participants

Insider conviction by person

LEE, KEVINDirector, CHIEF EXECUTIVE OFFICER252 events
HANNAY, MICHAEL CHARLES FERGUSONCHIEF PROD & SUPPLY CHAIN OFF252 events
SKYNNER, MICHAELCHIEF SCIENTIFIC OFFICER252 events
THOMPSON, TRAVIS ALVINChief Financial Officer252 events
PERRY, JENNIFER SCOTTChief Operating Officer223 events

Evidence quality

Security and transaction context

Common equity11
Equity compensation0
Options and derivatives4
Other securities0

Role architecture

Who is participating

Other executive10
Finance leadership3
CEO and chair2

Transaction evidence

Auditable BCYC filing ledger

Showing 1 to 15 of 15.

HANNAY, MICHAEL CHARLES FERGUSONCHIEF PROD & SUPPLY CHAIN OFF
AcquisitionOptions and derivatives
60000 sharesEmployee Stock Option (right to buy)
Not reportedContext evidence
PERRY, JENNIFER SCOTTChief Operating Officer
AcquisitionOptions and derivatives
60000 sharesEmployee Stock Option (right to buy)
Not reportedContext evidence
SKYNNER, MICHAELCHIEF SCIENTIFIC OFFICER
AcquisitionOptions and derivatives
60000 sharesEmployee Stock Option (right to buy)
Not reportedContext evidence
THOMPSON, TRAVIS ALVINChief Financial Officer
AcquisitionOptions and derivatives
60000 sharesEmployee Stock Option (right to buy)
Not reportedContext evidence
LEE, KEVINDirector, CHIEF EXECUTIVE OFFICER
DisposalCommon equity
1737 sharesOrdinary Shares
$7.5KDirectional evidence
SKYNNER, MICHAELCHIEF SCIENTIFIC OFFICER
DisposalCommon equity
532 sharesOrdinary Shares
$2.3KDirectional evidence
PERRY, JENNIFER SCOTTChief Operating Officer
DisposalCommon equity
333 sharesOrdinary Shares
$1.4KDirectional evidence
HANNAY, MICHAEL CHARLES FERGUSONCHIEF PROD & SUPPLY CHAIN OFF
DisposalCommon equity
255 sharesOrdinary Shares
$1.1KDirectional evidence
THOMPSON, TRAVIS ALVINChief Financial Officer
DisposalCommon equity
104 sharesOrdinary Shares
$448Directional evidence
PERRY, JENNIFER SCOTTChief Operating Officer
DisposalCommon equity
43 sharesOrdinary Shares
$185Directional evidence
LEE, KEVINDirector, CHIEF EXECUTIVE OFFICER
DisposalCommon equity
5905 sharesOrdinary Shares
$25.2KDirectional evidence
SKYNNER, MICHAELCHIEF SCIENTIFIC OFFICER
DisposalCommon equity
1859 sharesOrdinary Shares
$7.9KDirectional evidence
HANNAY, MICHAEL CHARLES FERGUSONCHIEF PROD & SUPPLY CHAIN OFF
DisposalCommon equity
1506 sharesOrdinary Shares
$6.4KDirectional evidence
PERRY, JENNIFER SCOTTChief Operating Officer
DisposalCommon equity
1036 sharesOrdinary Shares
$4.4KDirectional evidence
THOMPSON, TRAVIS ALVINChief Financial Officer
DisposalCommon equity
819 sharesOrdinary Shares
$3.5KDirectional evidence

Reading the dossier

Direction and confidence are separate

Conviction

The 0 to 100 score classifies deduplicated priced common-share evidence. Fifty is balanced or non-directional.

Confidence

Confidence rises with controlled event depth, named-insider breadth, fresh evidence, normalized values, and a longer observation span.

Disposals

Selling is not treated as the mirror image of buying. It carries less directional weight because taxes, diversification, compensation, and planned transactions can all create sales.

Price confirmation

The market chart tests whether the filing thesis is being confirmed or rejected by price, fair-value position, relative strength, and the current trend state.

Independent market research for education. This classification is not investment advice, a recommendation, a forecast, or an execution instruction.

Evidence context