Core Viewpoint - Marvel Biosciences Corp. has received a patent for its lead asset MB-204, which is aimed at treating autism spectrum disorder and related conditions, highlighting the company's commitment to addressing significant unmet medical needs in this area [1][3]. Company Overview - Marvel Biosciences Corp. is a Calgary-based biotechnology company focused on developing new treatments for neurological diseases and neurodevelopmental disorders, with MB-204 being a fluorinated derivative of the approved Parkinson's drug Istradefylline [4]. - The company is exploring MB-204's potential in treating conditions such as autism, depression, Alzheimer's disease, and rare disorders like Rett syndrome and Fragile X syndrome [5]. Product Development - MB-204 has shown strong preclinical efficacy across multiple models of autism, Rett syndrome, and depression, and is prepared to enter Phase 1 clinical trials [2]. - The patent granted by the China National Intellectual Property Administration (CNIPA) strengthens Marvel's global intellectual property position, particularly in a key market [1][3]. Market Context - With approximately one in 36 children diagnosed with autism, there is a pressing need for innovative treatments, which underscores the importance of advancing MB-204 through clinical trials [3].

Great to have Olympian @chrishoy join our team offsite!His insights on process and ‘marginal gains’ drew a powerful parallel between elite sport and our mission to reimagine drug discovery. Leaving us all inspired and re-energised! 🚀#DrugDiscovery #AIforScience #SirChrisHoy https://t.co/Z2xsuTLJHq ...

Core Insights - XtalPi is expanding its research collaboration with Pfizer to develop a next-generation molecular modeling platform aimed at enhancing drug discovery processes through improved accuracy and speed of AI models [1][3][4] Company Overview - XtalPi Holdings Limited, founded in 2015 by MIT physicists, integrates quantum physics, AI, and robotics to provide innovative R&D solutions across various industries including pharmaceuticals and materials science [5] Collaboration Details - The collaboration will focus on creating more accurate predictive models tailored to Pfizer's proprietary chemical space, enhancing small molecule drug discovery and development [3] - XtalPi will utilize its XFEP platform for parameter customization and Free Energy Perturbation calculations to support Pfizer's drug discovery efforts [3] Technological Advancements - The first-generation XtalPi Force Field (XFF) demonstrated superior performance in predicting small molecule geometry and binding affinity, crucial for drug screening and rational design [2] - The new platform aims to deliver accurate predictive tools with significantly improved throughput, enhancing the efficiency of drug development [1][3]

编辑丨王多鱼 排版丨水成文 生物医学研究是增进人类对健康和疾病的理解、推动药物研发以及提升临床护理水平的基础。 然而，在生物医学实验室中，科研人员往往被复杂的实验方案、庞大的数据库、五花八门的分析工具以及不停更新的海量文献所淹没。生物医学研究日益受到这 些重复且分散的工作流程的制约，让科研人员疲于奔命， 严重减缓了科学发现的速度，限制了科学创新。这凸显了科学界对根本性新方法的迫切需求——一种能 够 有效扩展科学专业知识、简化研究工作流程，并充分释放生物医学研究潜力的全新路径。 2025 年 6 月 2 日， 斯坦福大学 黄柯鑫 、 Serena Zhang 、 王瀚宸 、 屈元昊 、 陆荧洲 等研究人员领衔的团队，联合 Genentech、Arc Institute、 加州大学 旧金山分校及 普林斯顿大学等 多个顶尖研究机构，发布了一款 通用生物医学 AI 智能体 —— Biomni ，该智能体能够自主完成横跨遗传学、基因组学、微生物 学、药理学和临床医学等多个生物医学分支领域的复杂研究任务 。 Biomni 的诞生标志着 AI 在生物医学研究中从"工具使用者"向"自主决策者"的跃迁 。通过将分散的科研资源整 ...

Core Insights - The article discusses the launch of Boltz-2, an open-source biomolecular foundation model developed by MIT and Recursion, which significantly improves the accuracy and speed of predicting molecular binding affinities and structures [1][2][5]. Company and Industry Overview - Boltz-2 is a pioneering model that combines structure and binding affinity prediction, achieving near-physics-based accuracy while being over 1,000 times faster than traditional methods [5][6]. - The model is designed to enhance drug discovery processes by allowing researchers to select promising molecules more effectively, thereby improving the success rates of R&D programs [3][4]. - The open-source nature of Boltz-2, including its training code, enables scientists to customize the model for specific molecules, facilitating broader applications in both academic and commercial settings [2][4]. - Recursion, the TechBio company behind Boltz-2, utilizes advanced machine learning algorithms and operates one of the world's most powerful supercomputers, BioHive-2, to support its mission of decoding biology for improved healthcare outcomes [7][8]. - The development of Boltz-2 involved collaboration between MIT's academic expertise and Recursion's AI capabilities, highlighting the importance of partnerships in advancing biotechnological innovations [3][5].

Virology - Respiratory Syncytial Virus (RSV) - Zelicapavir (EDP-938) is the only N-inhibitor in clinical development for RSV, with Phase 2 pediatric study complete and Phase 2 high-risk adult study ongoing[17, 6] - In a Phase 2 pediatric study, zelicapavir showed a viral load decline of 0.88 log at Day 3 and 1.18 log at Day 5 in the prespecified mITT-3 population[25] - EDP-323, an RSV L-protein inhibitor, demonstrated 85-87% reduction in viral load AUC in a human challenge model[42] - A Phase 2 high-risk adult study is designed to show a clinically meaningful reduction in symptom duration of at least ~1 day with Zelicapavir[37] Immunology - The company is developing a KIT inhibitor for mast cell driven diseases like Chronic Spontaneous Urticaria (CSU) and a STAT6 inhibitor for type 2 immune diseases like atopic dermatitis[6] - EPS-1421, a KIT inhibitor development candidate, inhibits KIT with nanomolar potency and demonstrates sub-nanomolar activity in vivo[63] - Prototype STAT6 inhibitors inhibit STAT6 with nanomolar potency and are highly selective for STAT6 versus other STATs[79] - Prototype STAT6 oral inhibitor results in complete inhibition of pSTAT6 in a mouse model[89] Financial Status - The company had $193.4 million in cash as of March 31, 2025[6] Business Development - The company plans to pursue partnerships for zelicapavir and/or EDP-323[102]

Core Insights - C4X Discovery Holdings Ltd has received an €8 million milestone payment from Sanofi due to progress in its oral IL-17A inhibitor program [1][2] - The total potential milestone payments from the license agreement with Sanofi could reach €414 million, including royalties on future net sales [2] - The oral IL-17A inhibitor aims to treat inflammatory diseases, representing a significant market opportunity [3] Company Developments - C4X Discovery has now received a total of €18 million in upfront and pre-clinical payments from Sanofi [2] - The CEO of C4X Discovery highlighted the importance of this milestone as a recognition of the company's drug discovery capabilities [4] - The Chairman noted the progress of the oral IL-17A inhibitor program reflects the growing value of C4X's broader pipeline, which includes multiple partnered and high-value programs [4] Industry Context - The IL-17A inhibitor program targets a multi-billion-dollar market for inflammatory disease treatments, providing an oral alternative to current injectable biologic therapies [3] - C4X Discovery's approach combines scientific expertise with advanced technologies to develop small molecule drug candidates for immuno-inflammation [6]

Core Investment Insights - NVIDIA's largest 13F holding is CoreWeave, accounting for 78% of its total reported 13F holdings in Q1, with NVIDIA owning approximately 7% of CoreWeave [4][5] - CoreWeave has seen a 169% increase in stock price since going public in March, largely due to its relationship with NVIDIA [5] Other Significant Holdings - The next largest holdings are Arm and Applied Digital, representing around 10% and 4% of NVIDIA's total $1.15 billion 13F portfolio respectively [6] - NVIDIA attempted to acquire Arm for $40 billion in 2020, but the deal fell through due to regulatory issues [6] - Applied Digital, which rents out computing power, has seen its stock decline approximately 1% since NVIDIA first reported owning it [8][9] AI and Drug Research Investments - Recursion Pharmaceuticals is NVIDIA's fourth largest holding, focusing on AI to accelerate drug discovery, but has not yet generated significant revenue [11] - Recursion's stock is down 51% since NVIDIA's initial investment announcement, despite a 24% jump on the day of the announcement [12] Emerging Companies in AI Computing - Nebius Group and WeRide each make up around 2% of NVIDIA's portfolio, with Nebius reporting a 385% increase in sales in Q1 [13][14] - WeRide operates autonomous driving platforms in China, utilizing NVIDIA's advanced chips [14] Investment Strategy and Market Perception - All companies in NVIDIA's 13F holdings are either customers or suppliers, indicating NVIDIA's deep understanding of their businesses [16] - While NVIDIA's investment is seen as a positive signal, it does not guarantee success for these stocks, as their prices can be volatile [16][17]

Core Viewpoint - Regeneron Pharmaceuticals has successfully bid for the majority of assets of 23andMe Holding Co. in a bankruptcy auction, planning to acquire key business units for $256 million [1][2]. Company Acquisition Details - Regeneron intends to acquire 23andMe's Personal Genome Service, Total Health and Research Services business units, Biobank, and related assets, while 23andMe will become a wholly-owned subsidiary of Regeneron [2]. - The acquisition does not include 23andMe's Lemonaid Health business [2]. - The deal is subject to bankruptcy court approval, regulatory clearances, and other customary closing conditions, with completion expected in Q3 2025 [3]. Strategic Benefits - The acquisition is expected to enhance Regeneron's genetics-based drug discovery efforts by integrating 23andMe's consumer genomic services with its research capabilities [6]. - Regeneron aims to leverage the acquired genetic data to drive drug discovery and development, particularly in areas such as cancer, infectious diseases, and immune disorders [4][6]. Commitment to Privacy - Regeneron has committed to maintaining 23andMe's consumer privacy standards and complying with data protection laws, ensuring transparency regarding the use of customer data [7].

Pioneering Drug Discovery FY 2024 & Strategic Review Disclaimer This presentation (including any information which has been or may be supplied in writing or orally in connection herewith or in connection with any further inquiries) is being delivered on behalf of Evotec SE (the "Company", "we," "our" or "us"). This presentation is made pursuant to Section 5(d) and/or Rule 163B of the Securities Act of 1933, as amended, and is intended solely for investors that are qualified institutional buyers or certain i ...