Core Insights - Tempus AI has introduced its new HRD-RNA algorithm, an AI-driven tool aimed at enhancing the detection of homologous recombination deficiency (HRD) in tumors, which has positively impacted its stock price [1][6] Product Development - The HRD-RNA algorithm analyzes gene expression to identify patients who may benefit from platinum-based chemotherapy or PARP inhibitors, providing a more dynamic assessment of tumor biology compared to traditional genomic methods [2] - A real-world validation study indicated that HRD-RNA–positive metastatic pancreatic cancer patients treated with first-line platinum-based regimens experienced a significant reduction in mortality risk compared to those receiving non-platinum therapies [2] - The company plans to make the HRD-RNA test clinically available later this year, offering physicians a functional view of HRD status by examining the transcriptome [3] Technical Analysis - The stock is currently trading 8.3% below its 20-day simple moving average (SMA) and 25.8% below its 100-day SMA, indicating a bearish trend [4] - Over the past 12 months, shares have decreased by 35.86%, positioning them closer to their 52-week lows [4] - The RSI is at 35.53, indicating neutral territory, while the MACD shows a value of -3.9401, below its signal line, suggesting bearish pressure [4][5] Analyst Outlook - Tempus AI is set to report earnings on February 24, 2026, with an EPS estimate of a loss of 13 cents, improved from a loss of 18 cents year-over-year [7][10] - Revenue estimates stand at $364.25 million, up from $200.68 million year-over-year [10] - The stock carries a Buy Rating with an average price target of $76.60, although recent analyst actions indicate mixed sentiments with some lowering their targets [8][10] Market Position - The company is positioned as a leader in precision medicine, leveraging AI to enhance treatment options and potentially improve patient outcomes [6] - Key resistance for the stock is identified at $61.50, while key support is at $50.00 [9] - Tempus AI shares were up 3.41% at $54.35 during premarket trading, reflecting some positive market activity [11]

Wholly-owned laboratory has received CLIA certification from Massachusetts with full license to conduct patient testing and develop companion diagnostics Laboratory provides significant operational and strategic benefits for internal and future partnered assets WATERTOWN, Mass., Feb. 18, 2026 (GLOBE NEWSWIRE) -- Acrivon Therapeutics, Inc. (“Acrivon” or “Acrivon Therapeutics”) (Nasdaq: ACRV), a clinical stage biotechnology company discovering and developing precision medicines utilizing its proprietary Gener ...

Core Insights - Palisade Bio, Inc. has appointed Dr. Bram Verstockt to its Clinical Advisory Board to enhance its Phase 2 development strategy for PALI-2108 in ulcerative colitis and fibrostenotic Crohn's disease [1][2] - The company plans to submit an Investigational New Drug (IND) application for PALI-2108 in ulcerative colitis in the first half of 2026 [1][8] Company Overview - Palisade Bio is a clinical-stage biopharmaceutical company focused on developing next-generation oral PDE4 inhibitor prodrugs aimed at chronic inflammatory and fibrotic diseases [11] - The lead program, PALI-2108, is designed for targeted delivery to the terminal ileum and colon, utilizing local bacterial bioactivation to convert the prodrug into an active PDE4 inhibitor [9][10] Clinical Development - PALI-2108 has shown a 100% clinical response in a Phase 1b trial for ulcerative colitis, with no serious adverse events reported [12] - The upcoming Phase 2 study will evaluate clinical remission, response, and pharmacodynamic biomarkers over a 12-week period, with an extension phase for maintenance of remission [13] Expert Contribution - Dr. Verstockt's expertise in inflammatory bowel disease and precision medicine will be crucial for optimizing patient selection, endpoint strategy, and disease monitoring in the Phase 2 studies [3][8] - His background in advanced imaging, biomarker integration, and multi-omics research will support the design of studies aimed at demonstrating durable efficacy and disease modification [3][6]

Core Insights - NeoGenomics reported a 10% increase in full-year revenue to $727 million, with clinical revenue growing 15% [1] - The company successfully resolved RaDaR ST patent litigation, enhancing its product offerings [1] Financial Performance - Fourth quarter consolidated revenue rose 11% to $190 million, while full-year consolidated revenue increased 10% to $727 million [1] - The net loss for the fourth quarter decreased by 36% to $10 million, but the full-year net loss increased by 37% to $108 million [1] - Adjusted EBITDA for the fourth quarter was positive at $13 million, a 13% increase, and for the full year, it rose 9% to $43 million [1] Growth Drivers - The company experienced a 23% growth in Next-Generation Sequencing (NGS) in Q4 and 22% for the full year, outpacing market growth [1] - The upcoming clinical launch of the RaDaR ST MRD assay is expected to tap into the $20+ billion molecular residual disease monitoring market [1] Operational Metrics - Average revenue per clinical test increased by 5% to $488, with a 7% growth excluding Pathline tests [1] - Consolidated gross profit for Q4 was $83 million, an 8% increase, leading to a gross profit margin of 43.8% [1] Future Guidance - For FY 2026, the company projects consolidated revenue between $793 million and $801 million, representing a 9% to 10% year-over-year increase [1] - The anticipated net loss for 2026 is expected to range from $63 million to $50 million, a significant improvement from 2025 [1]

Core Insights - IDEAYA Biosciences reported strong clinical execution and pipeline expansion in Q4 and full year 2025, with a focus on advancing its oncology programs and commercial readiness activities [1] Financial Results - As of December 31, 2025, IDEAYA had approximately $1.05 billion in cash, cash equivalents, and marketable securities, a decrease from $1.08 billion in 2024, primarily due to net cash used in operations [2] - Collaboration revenue for Q4 2025 was $10.9 million, up from $7.0 million in Q4 2024, driven by research and development services under the Servier exclusive license agreement [2] - R&D expenses for Q4 2025 totaled $86.6 million, down from $140.2 million in Q4 2024, mainly due to a prior year's upfront payment under a license agreement [2] - G&A expenses for Q4 2025 were $18.8 million, an increase from $11.0 million in Q4 2024, attributed to higher personnel and consulting costs [2] - The net loss for Q4 2025 was $83.3 million, compared to a net loss of $130.3 million in Q4 2024 [2] - For the full year 2025, the net loss was $113.7 million, significantly reduced from $274.5 million in 2024 [2] Clinical Developments - IDEAYA is advancing darovasertib in uveal melanoma, with topline results from the OptimUM-02 trial expected by the end of March 2026, which may enable accelerated approval in the U.S. [1] - The company plans to initiate three Phase 3 registrational trials for darovasertib in uveal melanoma by H1 2026 [1] - IDEAYA has received IND clearance for IDE034, a bispecific ADC, and plans to initiate a Phase 1 trial in Q1 2026 [1] - The company is also targeting the initiation of several other clinical trials, including IDE574 and IDE892, in 2026 [1] Corporate Updates - In December 2025, GlaxoSmithKline notified IDEAYA of its intention to terminate a collaboration agreement, leading to the transfer of certain clinical programs back to IDEAYA [1] - The company is actively preparing for the commercial launch of darovasertib in the U.S. and globally [1]

Core Insights - Bio-Techne Corporation's Ella benchtop immunoassay platform has received CE-IVD marking, allowing it to be sold in the European Union, which enhances its usability in clinical settings [1][1][1] Product Features - The Ella platform is a compact, cartridge-based immunoassay system that provides accurate biomarker results in under 90 minutes with minimal hands-on time, reducing operator variability and ensuring high-quality, reproducible data [1][1][1] - It is compatible with Simple Plex™ assays, which are for research use only, and includes over 390 analytes across various fields such as neuroscience, immunology, oncology, and cell and gene therapy [1][1][1] Strategic Importance - The CE-IVD certification signifies compliance with the European Union's In Vitro Diagnostic Regulation, confirming the platform's safety, performance, and reliability for clinical use [1][1][1] - This certification allows hospitals and clinical laboratories in Europe to utilize Ella for in-house test development and clinical trials, supporting Bio-Techne's goal of advancing precision medicine [1][1][1] Company Overview - Bio-Techne Corporation generated over $1.2 billion in net sales in fiscal 2025 and employs approximately 3,100 people globally, providing innovative tools and bioactive reagents for research and clinical diagnostics [1][1][1]

Company Overview - BillionToOne, Inc. is a healthcare diagnostics company specializing in molecular counting technology for single-molecule DNA detection, focusing on non-invasive prenatal testing and oncology liquid biopsy solutions [6] - The company generates revenue by providing advanced molecular testing services to healthcare providers and laboratories, leveraging proprietary molecular counting technology for high-sensitivity DNA analysis [8] Financial Metrics - As of February 13, 2026, the company's stock price was $88.61, reflecting a 48% increase from its November IPO price of $60 [7][10] - The market capitalization of BillionToOne is $4.06 billion, with a revenue of $254.14 million and a net income of -$14.20 million for the trailing twelve months (TTM) [4] Recent Developments - On February 13, 2026, Napean Trading & Investment disclosed a new position in BillionToOne, acquiring 233,333 shares valued at $19,095,973, which accounts for 3.71% of the fund's reportable U.S. equity assets under management [1][9] - The company reiterated its 2025 revenue guidance of $293 million to $299 million and projected 2026 revenue between $415 million and $430 million, indicating a growth rate of 40% to 45% at the midpoint [10] Market Position - BillionToOne's offerings include precision molecular diagnostics such as UNITY Complete (non-invasive prenatal screening), Northstar Select (liquid biopsy for tumor mutation profiling), and Northstar Response (cancer burden monitoring) [8] - The company is positioned to address critical needs in precision medicine and clinical diagnostics, with primary customers including hospitals, clinics, and research institutions focused on prenatal care and oncology diagnostics [6][8]

Core Insights - Tempus AI (TEM) is set to release its fourth-quarter 2025 results on February 24, 2026, after market close, with expectations of strengthened performance in 2026 due to strategic collaborations and product innovations [1] Financial Performance - Preliminary results indicate that revenues for the full year 2025 reached approximately $1.27 billion, marking an 83% year-over-year increase, with about 30% of this growth being organic [2] - Diagnostics revenues totaled around $955 million, reflecting a 111% year-over-year increase, driven by a 26% growth in oncology volume and a 29% increase in hereditary testing volume [3] - Data and applications revenues reached approximately $316 million, showing a 31% year-over-year growth, partly due to a 38% improvement in the Insights (data licensing) business [3][4] - The company achieved a Total Contract Value (TCV) of over $1.1 billion as of December 31, 2025, and reported positive adjusted EBITDA of $1.5 million in Q3 2025, a year-over-year improvement of $23.3 million [12] Strategic Collaborations - Tempus has entered a multi-year collaboration with Whitehawk Therapeutics, leveraging its proprietary dataset to enhance oncology research and clinical trial design [7][8] - The company initiated a research study with the Institute for Follicular Lymphoma Innovation, marking its first collaboration with a nonprofit to create a robust dataset for follicular lymphoma [11] Market Position and Challenges - Despite significant revenue growth, Tempus' stock price has declined by 32.9% in Q4, reflecting a broader negative sentiment in the AI medtech sector [6] - The stock currently trades at a price-to-book (P/B) ratio of 17.79X, which is above the industry average of 8.76X, raising valuation concerns [10][20] - The company continues to face challenges with GAAP losses due to stock-based compensation and amortization of acquired intangibles, limiting visibility into sustainable profitability [17][18] Future Outlook - The company is positioned as a high-growth leader at the intersection of AI and precision medicine, with strong operational momentum expected to continue into 2026 [21] - Investors are advised to maintain their positions in Tempus stock, which is currently rated as a Zacks Rank 4 (Sell) [22]

Core Insights - Advanced Biomed Inc. has entered into a clinical research collaboration with Chi-Mei Medical Center to conduct a 120-case feasibility study on its A+PerfusC platform, aimed at evaluating predictive accuracy in oncology treatment selection [1][2]. Group 1: Study Details - The feasibility study is a non-interventional clinical research project approved by the Institutional Review Board, with case collection starting in early February 2026 and full completion targeted by year-end 2026 [2]. - Interim comparative data from the study is expected in May–June 2026, focusing on the correlation between drug sensitivity results from the A+PerfusC platform and actual patient clinical outcomes [2][4]. Group 2: Technological Advantages - The A+PerfusC platform utilizes label-free microfluidic technology to isolate high-viability circulating tumor cells, enabling automated 3D culture arrays for parallel drug testing, which addresses limitations of traditional 2D models and xenograft animal models [3][4]. - This innovative approach aims to reduce the time to evidence-based treatment decisions and minimize patient exposure to ineffective therapies [3]. Group 3: Collaboration and Future Plans - The collaboration with Chi-Mei Medical Center will involve joint clinical research and commercial development, with both parties sharing rights to project-related intellectual property and research outcomes [5]. - The results from the feasibility study are expected to inform the design of larger clinical validation studies and support the A+PerfusC platform's use as a predictive tool for treatment response [4]. Group 4: Company Overview - Advanced Biomed Inc. specializes in innovative biomedical technologies for cancer detection and precision medicine, operating through a subsidiary in Taiwan [6][7]. - The company has developed a proprietary microfluidic platform for advanced circulating tumor cell detection, with plans for regulatory clearances in Taiwan and future global expansion [7].

CareDx Investor Webinar Call Summary Company Overview - **Company**: CareDx - **Focus**: Development of AlloHeme, an AI-enabled solution for relapse monitoring in Acute Myeloid Leukemia (AML) and Myelodysplastic Syndromes (MDS) post-cell therapy, aiming to lead in precision medicine for cell therapy [2][9] Key Points Industry Context - **Market Growth**: Solid organ transplantation is a growing market, driven by federal policies and technological advances, with CareDx capturing over 70% of the serviced market [9] - **Cell Therapy Market**: The cell therapy market is expanding rapidly, with allogeneic hematopoietic cell transplants (HCT) and CAR T-cell therapies being primary focuses. The market is expected to grow at a 9% CAGR for HCT and 30% for CAR T-cell therapies from 2024 to 2028 [14][15] AlloHeme Development - **Target Population**: AlloHeme is designed for high-risk patients with hematologic malignancies, particularly those undergoing allogeneic HCT and CAR T-cell therapies [10][12] - **Monitoring Solution**: AlloHeme utilizes next-generation sequencing to analyze micro changes in cell populations from peripheral blood samples, providing a non-invasive method for relapse prediction [17][18] - **Clinical Validation**: The ACROBAT trial demonstrated AlloHeme's high sensitivity (85%) and specificity (92%) for detecting relapse, with a median lead time of 41 days before clinical relapse [41][45] Market Opportunity - **Total Addressable Market (TAM)**: Estimated at approximately $1 billion, driven by an increasing patient population eligible for HCT, with 70% for AML and 45% for MDS [57] - **Commercialization Timeline**: CareDx plans to launch AlloHeme in early 2027, following the publication of the ACROBAT study and completion of CLIA readiness activities [60] Competitive Landscape - **Current Monitoring Tools**: Existing tools for relapse monitoring, such as chimerism testing and MRD approaches, have limitations in sensitivity and require invasive procedures like bone marrow biopsies. AlloHeme aims to fill this gap with a more sensitive, non-invasive alternative [23][24][49] Future Directions - **Standardization Goal**: CareDx aims for AlloHeme to become a standardized tool for monitoring relapse in post-allogeneic HCT patients, addressing the variability in current monitoring practices [63][64] - **Clinical Utility Evidence**: Future studies will focus on demonstrating the clinical utility of AlloHeme in improving health outcomes through earlier detection and intervention [64][66] Additional Insights - **Patient Journey**: The patient journey post-transplant involves intensive monitoring for relapse, with a significant gap in current practices due to the infrequency of sensitive assessments like bone marrow biopsies [21][22] - **Regulatory Considerations**: CareDx anticipates that coverage decisions for AlloHeme will begin in 2028, which will be crucial for market adoption [60] This summary encapsulates the key points discussed during the CareDx Investor Webinar Call, highlighting the company's strategic focus on AlloHeme and its potential impact on the cell therapy market.