Industry Challenge - Clinical trial bottlenecks cause delays in new drug launches [1] AI Solution - AI-enabled technology aims to accelerate the clinical trial process [1] Company Focus - Two cancer doctors developed the AI solution [1]

Industry Bottleneck - Clinical trial bottlenecks cause delays in new drug launches [1] AI Solution - AI-enabled technology aims to accelerate the clinical trial process [1] - Two cancer doctors developed the AI solution [1]

Rural Healthcare Challenges - Rural cancer patients face later diagnoses, increased uninsurance/underinsurance, and worse outcomes due to their location [8] - The "rural cancer gap" shows widening mortality rate disparities between rural and urban areas since 1999 [8] - Nearly 20% of Americans live in rural areas, but only 3% of oncologists practice there [9] - Kansas rural provider to patient ratio exceeds 500 to 1, compared to urban areas closer to 80 to 1 [12] - 140 hospitals have closed in the past 10 years, with a projection of 600 more at imminent risk [13] - Cancer care accounts for 30-40% of hospital revenue nationwide, but is increasingly diverted to urban centers [13][14] - Hospitals are closing at a rate of two per month [15] - Only 2% of clinical trials are offered in rural areas, creating "clinical trial deserts" [15] Proposed Solutions - Expand Medicaid, support rural providers with loan forgiveness and flexible training, and decentralize clinical trials via mobile units and telemedicine [17] - Change the narrative around rural cancer patients and value them [18] - Implement technology innovation, such as hub and spoke models and empowering community navigators with technology [19] - The rural oncology home model partners patients with local providers and leverages telehealth to access specialized oncologists [20]

Core Insights - NeOnc Technologies Holdings, Inc. has signed a non-binding term sheet with Quazar Investment to establish a new investment and clinical platform in the MENA region [1][2] - The partnership aims to leverage the UAE's clinical trial infrastructure to advance NeOnc's late-stage drug candidates [3][7] Investment and Structure - The term sheet outlines the formation of NuroMENA Holdings Ltd, which will oversee the establishment of NuroCure, an Abu Dhabi-based subsidiary responsible for clinical trials [2][5] - A proposed equity investment of $50 million is contingent upon NeOnc meeting specific conditions within 120 days [4][8] Clinical Development - NuroCure will initiate clinical trials for NEO100 and NEO212, targeting aggressive brain cancers such as Diffuse Intrinsic Pontine Glioma and glioblastoma multiforme [7][9] - The partnership is positioned to enhance NeOnc's clinical programs through collaboration with Cleveland Clinic Abu Dhabi [3][10] Financial Strategy - Quazar will lead a capital formation round of up to $50 million, with 70% allocated for acquiring NeOnc common stock and 30% for clinical trial and infrastructure development [8][10] - The investment strategy includes executing a Sub-License Agreement for NEO100 and NEO212, facilitating clinical efforts in the region [5][11] Company Background - NeOnc Technologies is focused on developing therapeutics for central nervous system cancers, with a robust patent portfolio extending to 2038 [11] - The company's drug candidates, NEO100 and NEO212, are currently in Phase II clinical trials under FDA Fast-Track status [11]

Seralutinib Partnership with Chiesi - Chiesi will provide a $160 million immediate development reimbursement to Gossamer[13] - Gossamer and Chiesi will split US profits 50/50, with mid-to-high teens royalties to Gossamer ex-US[13] - Regulatory milestones could reach up to $146 million, and sales milestones up to $180 million[13] - R&D costs will be split 50/50 worldwide, with Gossamer leading global development and US commercialization of PAH & PH-ILD[13] - Gossamer has a pro forma cash position of approximately $396 million[20, 38] Seralutinib in PAH - Seralutinib is in an ongoing registrational Phase 3 trial for PAH, with topline results expected in Q4 2025[13, 24, 26] - The PROSERA Phase 3 study is a double-blind, placebo-controlled trial with 175 patients per arm[26] - The US has approximately 30,000 to 50,000 PAH patients, with a 5-year survival rate of 57%[13, 22, 23, 35] Seralutinib in PH-ILD - The US has approximately 60,000 to 100,000 PH-ILD patients[13, 29, 35] - The median 5-year survival for PH-ILD patients is 23%[13, 35] - A Phase 3 study in PH-ILD is expected to begin in mid-2025[13, 20] - Only one therapy is approved for PH-ILD in the US[29, 30, 35]

Industry Bottleneck - Clinical trial bottlenecks cause delays in new drug launches [1] AI Solution - AI-enabled technology aims to accelerate the drug development process [1] Company Focus - Two cancer doctors developed the AI solution [1]

Digital Twins in Healthcare - Digital twins are a significant topic, especially for healthcare applications [1] - The concept involves creating digital replicas for individual healthcare purposes, with varied interpretations [1] Pharmaceutical Industry Applications - The pharma industry explores digital twins to enhance clinical trials [2] - Virtual cohorts could potentially reduce the number of participants needed in clinical trials while maintaining knowledge about drug safety and efficacy [2][3] - This approach simulates human systems (e g, organs) to minimize reliance on human subjects in trials [2]

Group 1: CRISPR Therapeutics - CRISPR Therapeutics has developed Casgevy, the first gene-editing medicine approved using the CRISPR technique, but the stock has been on a downward trend since 2021 due to clinical progress, complexity of therapy administration, and unprofitability [3][4] - The company is targeting challenging areas such as type 1 diabetes and hard-to-treat cancers, with expected data readouts for ongoing clinical trials as early as this year, which could positively impact stock performance [5] - Casgevy has significant financial implications, with a treatment cost of $2.2 million in the U.S. and an estimated 60,000 patients in target geographies, indicating blockbuster potential [9] Group 2: Viking Therapeutics - Viking Therapeutics gained attention after strong phase 2 results for VK2735, an investigational weight management therapy, but has seen stock performance decline as investors took profits [10] - The anti-obesity therapy market is rapidly growing, and Viking's VK2735 has shown promising mid-stage data, with an oral formulation currently in Phase 2 studies [11] - Viking Therapeutics has a robust pipeline, including VK2809 for metabolic dysfunction-associated steatohepatitis entering phase 3 studies and VK0214 for X-linked adrenoleukodystrophy, which has received orphan drug designation [12][13]

New drugs take too long to get to market because of clinical trial bottlenecks. Two cancer doctors built AI-enabled tech to speed up the process. https://t.co/PHYF8D5Ubd https://t.co/PHYF8D5Ubd ...

Global Healthcare Biopharma catalysts to watch in 3Q25 With macroeconomic volatility and healthcare policy uncertainty persisting likely into the back half of the year, we continue to advocate for and highlight idiosyncratic catalysts with attractive risk/reward setups to drive alpha generation. Herein, we highlight and preview key catalysts in 3Q25 across the GS biotechnology coverage universe from pivotal studies: BMY's Cobenfy ADEPT-2 in Alzheimer's disease psychosis; LLY's orforglipron ATTAIN-1 in obesi ...