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Lexicon to Present Patient-reported Data on Diabetic Peripheral Neuropathic Pain (DPNP) at the 7th Annual Meeting of the American Society of Pain and Neuroscience (ASPN 2025)
Globenewswire· 2025-07-18 12:00
Patient insights informed the development of pilavapadin, Lexicon’s investigational, novel, non-opioid treatment for people suffering from DPNPTHE WOODLANDS, Texas, July 18, 2025 (GLOBE NEWSWIRE) -- Lexicon Pharmaceuticals, Inc. (Nasdaq: LXRX) today announced that data from a study of patients describing the impact of diabetic peripheral neuropathic pain (DPNP) despite treatment with standard of care will be presented at the 7th Annual Meeting of the American Society of Pain and Neuroscience (ASPN 2025). Th ...
X @Isomorphic Labs
Isomorphic Labs· 2025-07-18 08:48
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 ...
Pharmaceutical Superintelligence With Insilico Medicine's CEO
ARK Invest· 2025-07-17 20:15
I always learn from SpaceX. So the company that I deeply admire and of course you know I have Elon's picture everywhere when I whenever I think that I'm working too hard I'm looking at this picture and I realize that I'm slacking. Look at how they're building rockets.So you have the Falcon series that works extremely well. So you get the payload to the to the to to the to to to orbit and beyond and it works but at the same time you are working on Starship right and you are working on next generation Starshi ...
Recursion Pharmaceuticals Rises 6% in a Month: How to Play the Stock
ZACKS· 2025-07-17 16:31
Key Takeaways RXRX stock rose 5.5% in a month after acquiring Rallybio's stake in their joint HPP drug venture. The deal gives RXRX full control of REV102, a potential oral treatment for hypophosphatasia. RXRX also retains a robust pipeline, $509M in cash, and ongoing partnerships with major pharma players.Recursion Pharmaceuticals (RXRX) shares have gained 5.5% in a month. The stock gained momentum after the company announced the acquisition of Rallybio’s full stake in their joint venture earlier this mo ...
Can Recursion Pharmaceuticals' Strategic Deals Fuel Long-Term Growth?
ZACKS· 2025-07-16 15:01
Key Takeaways RXRX is advancing fibrosis, oncology, and neuroscience treatments via major pharma collaborations. Deals with Bayer, Roche, Sanofi, and Merck offer multi-billion milestone and royalty opportunities. BioHive-2 upgrade, Exscientia buyout, and tech alliances boost RXRX's AI capabilities and pipeline.Recursion Pharmaceuticals (RXRX) is strategically leveraging its AI-powered drug discovery platform through multiple high-value collaborations, positioning itself for long-term growth and sustainabi ...
Schrödinger (SDGR) Earnings Call Presentation
2025-07-11 08:15
SGR-1505 Development & Rationale - Schrödinger's computational platform aims to improve drug discovery success rates by accurately calculating molecular properties [8, 10] - MALT1 is identified as a key regulator of NF-κB signaling in B-cells and T-cells, making it a potential target for B-cell malignancies where BTK inhibitor resistance develops [18] - The company rapidly designed SGR-1505, a best-in-class MALT1 inhibitor, by modeling 8.2 billion compounds and synthesizing 78 in the SGR-1505 series within 10 months [21] Phase 1 Clinical Trial Results - The Phase 1 study of SGR-1505 showed a favorable safety profile and was well-tolerated in patients with relapsed/refractory B-cell neoplasms [36, 42] - Approximately 43% of patients experienced treatment-related adverse events (TRAEs), and there were no dose-limiting toxicities or deaths due to treatment-emergent adverse events (TEAEs) [44] - SGR-1505 demonstrated strong target engagement, with ~90% inhibition of IL-2 in the majority of PD-evaluable patients treated at ≥150 mg QD and all Q12H doses at steady state [47] - Encouraging preliminary efficacy was observed across a range of B-cell malignancies, including monotherapy signals in CLL and Waldenström macroglobulinemia (WM) [36, 49] Market Opportunity & Future Steps - There is a potential MALT1 opportunity in higher-risk CLL patients, as well as in relapsed/refractory lymphoma where resistance to BTK agents has emerged [29, 60, 67] - The company plans to discuss the recommended Phase 2 dose with the FDA later this year [57] - Preclinical data suggests that combining SGR-1505 with BTK and/or BCL-2 inhibitors may lead to deeper anti-tumor activity [66] - Ibrutinib, a BTK inhibitor, has achieved $10.9 billion in sales, indicating a significant market for B-cell malignancy treatments [68]
RXRX Stock Up on Acquiring Full Rights to the Hypophosphatasia Program
ZACKS· 2025-07-09 17:01
Core Insights - Recursion Pharmaceuticals (RXRX) shares increased by 8.7% following the announcement of acquiring Rallybio's (RLYB) full interest in their joint venture for developing REV102, a treatment for hypophosphatasia (HPP) [2][4] Company Developments - The acquisition allows Recursion Pharmaceuticals to independently accelerate the development of REV102, potentially the first oral, disease-modifying therapy for HPP [4][6] - RXRX will pay $7.5 million upfront and an additional $12.5 million contingent upon further preclinical studies, along with a $5 million milestone payment upon the initiation of dosing in an early-stage clinical study [7][8] - The REV102 program is expected to begin phase I studies in late 2026, with initial preclinical data showing a favorable safety profile [6][10] Market Context - Year-to-date, RXRX shares have declined by 20.7%, contrasting with a 2.9% decline in the industry [5] - The acquisition has strengthened Rallybio's balance sheet, extending its cash runway into mid-2027, leading to a 50.2% increase in Rallybio's shares [8] Treatment Potential - REV102 targets ENPP1, aiming to restore the balance of PPi for proper bone mineralization, addressing the underlying cause of HPP [9][11] - The treatment could provide a more accessible and cost-effective long-term option for over 7,800 diagnosed patients in the U.S. and EU, improving patient convenience and quality of life compared to current enzyme replacement therapies [11][13]
Revolution Medicines and Iambic Announce Technology and Research Collaboration Using Iambic's AI Discovery Tools to Pursue New Drug Candidates
Globenewswire· 2025-07-09 12:00
Core Insights - Revolution Medicines and Iambic Therapeutics have entered a multi-year technology and research collaboration to develop novel drug candidates using Iambic's AI-driven discovery platform [1][2][4] - Iambic will utilize structures and molecular libraries from Revolution Medicines to train custom versions of its NeuralPLexer model for protein-ligand structure prediction [2][7] - The collaboration includes a financial component where Iambic could receive up to $25 million in upfront and milestone payments, along with ongoing R&D reimbursements [4][7] Company Overview - Revolution Medicines is focused on developing targeted therapies for RAS-addicted cancers, with a pipeline that includes RAS(ON) inhibitors currently in clinical development [8] - Iambic Therapeutics, founded in 2020, leverages AI technology to address complex drug discovery challenges and has a pipeline of clinical assets targeting unmet patient needs [6][8] Technology and Collaboration Details - The collaboration aims to enhance drug discovery capabilities by integrating Iambic's AI models with Revolution Medicines' proprietary data, allowing for rapid exploration of challenging oncology targets [3][5] - Iambic's AI-driven platform, including the NeuralPLexer and PropANE models, is designed to optimize lead selection and drug properties through advanced molecular predictions [5][6]
X @Isomorphic Labs
Isomorphic Labs· 2025-07-09 10:01
We are thrilled to welcome Sarah Skerratt as our new Chief Research Officer! Her extensive medicinal chemistry and drug discovery expertise across multiple target classes will be instrumental in advancing our pipeline towards the clinic. https://t.co/TpfA0q68oO ...
Here's Why Shares in Recursion Pharmaceuticals Surged Today
The Motley Fool· 2025-07-08 17:28
Core Viewpoint - Shares in Recursion Pharmaceuticals surged over 12% due to a de-risking event in its drug discovery pipeline related to the acquisition of a 50% interest in the ENPP1 inhibitor program REV102 from Rallybio [1][2] Group 1: Acquisition Details - Recursion acquired the remaining 50% interest in the ENPP1 inhibitor program REV102, which is being developed to treat hypophosphatasia (HPP), a rare genetic disorder affecting bone development [2][3] - The joint venture with Rallybio has resulted in the development of REV102, which is currently in the preclinical stage [3] Group 2: Financial Terms of the Deal - The deal includes an upfront equity payment of $7.5 million, an additional equity payment of $12.5 million if REV102 undergoes further preclinical trials, and a $5 million milestone payment upon initiation of dosing in a phase 1 study [6] - Recursion will also receive low-single-digit royalties on future sales of REV102 [6] Group 3: Implications for Development - The agreement reduces the risk associated with the development of REV102 and alleviates uncertainties related to Rallybio's financial condition, thereby adding value to Recursion's pipeline [7]