Our President, Colin Murdoch, will join @FT AI Correspondent @Melissahei next week at the FT Future of AI Summit in London.In his keynote interview, Colin will share how Isomorphic Labs is using AI to reshape drug discovery and our progress in our mission towards solving all disease.Head to the comments for the link to join Colin and Melissa on Wednesday 5 November, at 14:50 GMT. ...

During @endpts News AI Day, @maxjaderberg and @MilesCcc talked about how building individual models for specific targets will limit forward progress, and how @IsomorphicLabs is generating foundational models that generalise across many.They also explored other topics shaping the future of AI-driven drug discovery, including the necessity of creating datasets specifically for the models that will consume them.Watch here:https://t.co/gWrLYEhXDZ ...

针对传统的蛋白设计依赖物理计算、计算成本高、设计空间受限，且难以同时处理多模态目标的局限，麻省理工学院与多家机构合作推出了 BoltzGen， 以几何连续表示代替传统离散残基标签，实现蛋白折叠与结合体设计的联合训练，并构建了灵活的设计规范语言，实现了跨分子类型的可控生成，提高了 模型的设计效率、通用性和可解释性。 在药物研发和生物分子工程领域，「De-novo 蛋白设计（De-novo Binder Design）」是药物研发自动化的核心方法之一。研究人员能够借助计算模拟与深 度学习，在特定靶点上生成具有结合能力的肽链或蛋白结构，抗体、纳米抗体、环肽等新型药物形态的开发也因此成为可能。 然而，传统的蛋白设计策略多依赖基于分子动力学模拟等物理计算及序列优化算法。虽然在单个体系中可达高精度，但计算成本高、设计空间受限，且难 以同时处理蛋白质小分子和 RNA 等多模态目标。而目前的深度生成模型一定程度上提高了生成速度，却普遍缺乏「原子级别」的结构推理能力，针对特 定类别分子进行优化，通用性有限；同时，其模型评估常依赖训练集中已有相似复合物，难以验证其对「未见靶点」的泛化能力，缺乏可控的生成机制与 灵活的结构约束表达 ...

Join @maxjaderberg, our Chief AI Officer, and @MilesCcc, our Chief Scientific Officer, in a virtual fireside with @AndrewE_Dunn at the 2026 Endpoints AI Day on 14 October, from 11:00-11:40am EDT.Together, Max and Miles will delve into how AI and drug discovery come together in their work at Isomorphic Labs, and how our drug design engine enables us to operate across many different therapeutic areas and drug modalities. ...

Group 1: BigBear.ai Overview - BigBear.ai has experienced significant stock price growth, with shares up over 70% year to date in 2025 [1] - The company currently has a market capitalization of approximately $2.9 billion [5] - BigBear.ai reported an 18% year-over-year revenue decline in Q2 2025 and has not achieved positive free cash flow [5][6] Group 2: Diebold Nixdorf Analysis - Diebold Nixdorf has a market capitalization of just over $2 billion, which is lower than BigBear.ai's [5] - The company serves major global financial institutions and retailers, providing cash management solutions and software applications [4] - Diebold Nixdorf's revenue fell only 2.6% year-over-year in Q2 2025, and it reported a 9% revenue increase from Q1 2025 [5] - The company ended Q2 with a backlog of around $980 million and has generated three consecutive quarters of positive free cash flow [6] - Diebold Nixdorf's price-to-sales ratio is significantly lower at 0.59 compared to BigBear.ai's 14.4 [6] - The company is also focused on AI, with its Vynamic Smart Vision technology recently winning an award [7] Group 3: Recursion Pharmaceuticals Insights - Recursion Pharmaceuticals has a smaller market capitalization compared to BigBear.ai, but its AI-driven drug discovery approach is seen as a potential game changer [8][10] - The company is currently reliant on collaboration agreements for revenue, with major partners including Roche, Sanofi, Bayer, and Merck KgAA [12] - Recursion has three experimental cancer therapies in development and is exploring treatments for rare genetic diseases [11] - The company has attracted significant interest from Nvidia, which owns approximately 7.7 million shares of Recursion [12] - There is optimism that Recursion's innovative approach could lead to a higher valuation than BigBear.ai in five years if its pipeline performs well [13]

Core Viewpoint - N2OFF, Inc. has announced the approval of the acquisition of MitoCareX Bio Ltd., a biotech company focused on cancer therapeutics, by its stockholders during a special meeting held on September 25, 2025 [1] Company Overview - N2OFF, Inc. is a cleantech company primarily engaged in solar energy assets using the Ready to Build (RTB) business model, currently leading four solar projects across three EU countries [6] - The company also controls approximately 98% of Save Foods Ltd., which focuses on post-harvest treatments for fruits and vegetables [7] Acquisition Details - The acquisition agreement involves N2OFF purchasing 6,622 shares from SciSparc Ltd. for $700,000 and exchanging additional shares for 40% of MitoCareX's fully diluted capital stock [3] - The Sellers will receive 30% of N2OFF's financing proceeds, capped at $1.6 million, for five years, and may be entitled to milestone-based issuances of up to 25% of N2OFF's common stock [3][4] - N2OFF is committed to financially support MitoCareX with an initial cash investment of $1,000,000 during the first two years post-acquisition [4] MitoCareX Overview - MitoCareX specializes in developing novel therapies for hard-to-treat cancers by targeting the mitochondrial SLC25 protein family [2] - The global Cancer Therapeutics and Biotherapeutics market was valued at $194.1 billion in 2024 and is projected to reach $344.1 billion by 2031, indicating significant growth potential in this sector [2]

Core Insights - BullFrog AI Holdings, Inc. has entered a commercial phase in collaboration with Sygnature Discovery, unlocking a potential revenue opportunity of $15–$30 million through 2028 [1][2][3] Group 1: Commercial Launch - The sales kickoff for BullFrog Data Networks™ occurred on September 12, marking a significant milestone for the company [1] - Sygnature's global business development team has completed training to effectively market BullFrog Data Networks™ [2] Group 2: Technology and Applications - BullFrog Data Networks™ utilizes AI and machine learning to assist researchers in navigating complex datasets, with applications in target identification, mechanism-of-action elucidation, patient stratification, drug repurposing, and clinical trial optimization [3][4] - The platform aims to enhance R&D efficiency and unlock the full potential of biopharma data [4] Group 3: Company Background - BullFrog AI focuses on advancing drug discovery and development through collaborations with leading research institutions and employs causal AI alongside its proprietary bfLEAP™ platform [4] - Sygnature Discovery is a prominent contract research organization with over 1,000 employees, specializing in drug discovery across various therapeutic areas [5]

Financial Data and Key Metrics Changes - The company reported Q1 revenue of $14 million, rebounding from $12.4 million in Q4 of fiscal 2025, indicating a return to growth after a challenging previous quarter [3][7] - Year-over-year revenue comparison appears flat, but the company views this quarter as a stabilization point and the start of renewed momentum [8] - The operating loss for Q1 was $0.5 million compared to an income of $1.3 million in the same quarter last year, with adjusted EBITDA slightly positive at $60,000 [8][10] Business Line Data and Key Metrics Changes - The research services business contributed $13.7 million to the total revenue, while the data business provided the remaining amount [7] - Gross margin decreased to 43% from 50% in Q1 of the previous year, primarily due to increased outsourced lab service costs [8][9] - Operating expenses rose to $6 million, with intentional increases in R&D and sales and marketing to support the data business [9] Market Data and Key Metrics Changes - Customer cancellations have decreased, and bookings to revenue conversion has improved, indicating stronger customer relationships [4] - The macro environment remains challenging, with biotech funding and R&D budgets under pressure, but there are signs of improvement [3][20] Company Strategy and Development Direction - The company is focused on driving value opportunities in Corellia and its data business while expanding its core TOS platform [3][4] - The radiopharmaceutical services platform is being enhanced with new infrastructure and capabilities, aiming to reduce costs and improve gross margins [4] - The company sees significant long-term opportunities in AI and machine learning for drug discovery [5] Management's Comments on Operating Environment and Future Outlook - Management expressed cautious optimism about improving market conditions, although they do not expect a rapid recovery [20] - The company anticipates sequential revenue growth and margin expansion as they bring more work in-house [11] - There is confidence in the ability to execute and deliver shareholder value, supported by a strong balance sheet and no debt [11] Other Important Information - The company ended Q1 with $10.3 million in cash, up $0.5 million from year-end, and expects to remain cash neutral in Q2 [10][11] - Management is committed to investing in organic growth and capital expenditures tied to expansion [10] Q&A Session Summary Question: Any changes in the strategy on the data licensing business? - Management confirmed there are no changes in strategy, but they see potential and customer engagement in the data licensing business [14] Question: How would you characterize the size of the opportunity in the data business? - Management stated it is still early to predict the exact size and success of the opportunity, but there is potential and interest [15] Question: What frameworks are being considered for structuring deals with Corellia? - Management is looking for external partners and funding to support Corellia's advancement and is encouraged by the compelling data emerging from the platform [16] Question: Can you provide insights on the broader investment landscape? - Management noted it remains a tough environment but sees signs of improvement and feels well-positioned to capitalize on opportunities [20] Question: Will Q2 revenue increase compared to last year? - Management anticipates revenue will increase on a quarterly basis but did not provide specific guidance on numbers [27]

Recursion Pharmaceuticals, Inc. (NASDAQ:RXRX) is one of the 12 Best NASDAQ Penny Stocks to Buy According to Hedge Funds. On September 10, Needham retained its Buy rating on Recursion Pharmaceuticals, Inc. (NASDAQ:RXRX), maintaining the price target at $8. Gil Blum from Needham reaffirmed the rating on RXRX due to various factors, pointing out the company’s strong position in the AI-driven drug discovery sector. Being a leader in this space, the company is backed by its extensive and proprietary dataset. ...

Company Focus - Isomorphic Labs is leveraging AI to transform drug discovery [1] - The company is expanding its Machine Learning team to enhance its AI models [1] - Isomorphic Labs will present on AI-driven rational drug design at ICML2025 [1] Event Participation - Isomorphic Labs will be present at ICML (July 13-19) [1] - The company encourages attendees to connect with their ML team at ICML [1]