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Tevogen.AI Receives International Patent Publication for AI Technology Predicting Immunologically Active Peptides
Globenewswire· 2025-07-18 16:36
Core Viewpoint - Tevogen Bio Holdings Inc. has announced the publication of its international patent application for a machine learning-based technology aimed at identifying immunologically active peptides, which is crucial for developing targeted therapies for diseases like cancer and infections [1][2]. Group 1: Technology and Innovation - The patented technology utilizes machine learning algorithms, developed in collaboration with Microsoft and Databricks, to enhance the identification of peptides that interact strongly with the immune system [1]. - Traditional methods for identifying these peptides often overlook important genetic diversity factors, but Tevogen.AI's approach aims to address these limitations [2]. - The technology focuses on efficiently screening and ranking potential peptides based on their immunological activity and continuously refining predictions using real-world data [6]. Group 2: Strategic Goals - The company emphasizes the importance of leveraging artificial intelligence to accelerate discovery, shorten development timelines, and reduce costs in the context of personalized T cell therapies [2]. - The goal is to deliver commercially attractive and economically viable therapies for various diseases, including cancers and infectious diseases [2].
Cuprina Provides Update on Research Studies with Three Leading Education Institutes
Globenewswire· 2025-06-30 12:00
SINGAPORE, June 30, 2025 (GLOBE NEWSWIRE) -- Cuprina Holdings (Cayman) Limited (Nasdaq: CUPR) (“Cuprina” or “the Company”), a biomedical and biotechnology company dedicated to the development and commercialization of products for the management of chronic wounds and infertility, as well as cosmeceuticals for the health and beauty sector, today provided an update on progress achieved in relation to three studies carried out with institutes of higher learning. The studies, each one year in length, were aimed ...
David Baker最新论文:AI从头设计大环肽,高亲和力靶向目标蛋白
生物世界· 2025-06-23 06:58
撰文丨王聪 编辑丨王多鱼 排版丨水成文 开发靶向治疗性蛋白质的大环结合剂 (例如 大环肽 ) ,通常依赖于大规模筛选方法,这种方法资源消耗大,且对结合模式的控制很少。尽管 蛋白质设计 领域 已取得重大进展,但目前仍缺乏从头设计结合蛋白质的大环化合物的可靠方法。 2025 年 6 月 20 日,诺贝尔奖得主、蛋白质设计先驱、华盛顿大学 David Baker 教授团队在 Nature 子刊 Nature Chemical Biology 上发表了题为 : Accurate de novo design of high-affinity protein-binding macrocycles using deep learning 的研究论文。 该研究开发了一种 从头设计大环肽的新框架 —— RFpeptides ,实现了精确的从头设计与目标蛋蛋白质具有高亲和力的大环肽。 传统上,肽类药物的研发依赖于天然产物的发现,或者利用展示技术对数以万亿计的随机肽进行高通量筛选以寻找与靶点结合的肽。然而,天然产物的发现面临 诸多挑战,尤其是合成困难、稳定性差以及已发现的活性物质对突变的耐受性低等问题。尽管高通量筛选方法十分强 ...
审视投资者关于药明系(WuXis)假设的最棘手问题
2025-06-09 01:42
Summary of Conference Call on China's CDMO Industry and WuXi Companies Industry Overview - The Chinese Contract Development and Manufacturing Organization (CDMO) segment has seen increased investor interest since early 2025, driven by favorable fundamentals despite geopolitical tensions [1] - Concerns about overcapacity in the CDMO industry are being evaluated, with current capacity utilization reported at approximately 80%, indicating a healthy demand-supply balance [2] Key Insights on WuXi Companies WuXi Biologics - The company faces significant geopolitical risks, particularly from U.S. trade initiatives aimed at reshoring drug manufacturing and price cuts on prescription drugs [2] - Approximately 60% of WuXi Biologics' revenue is derived from U.S. customers, leading to stock trading within a forward P/E range of 20x to 45x based on these geopolitical developments [2] WuXi XDC - WuXi XDC is projected to have capital expenditures exceeding RMB 1.4 billion in 2025, with a cash balance of RMB 3.5 billion at the end of 2024 and a net profit of RMB 1.1 billion in 2024 [3] - The company indicated a preference for raising funds through debt rather than equity if necessary [3] WuXi AppTec - WuXi AppTec is significantly involved in the rapidly growing GLP-1 market, with contracts for peptides and oligonucleotides contributing 23% of its revenue in Q1 2025 [4] - The company expects its backlog and capacity to double in 2025, with segment revenue anticipated to increase by over 60% [4] - WuXi AppTec holds a market share of approximately 20% in CDMO contracts and has over 20 ongoing projects in the GLP-1 market [4] Additional Considerations - The complexity of drug modalities is leading to increased outsourcing from biopharma companies, with outsourcing rates ranging from 30% to 80% of R&D spending [2] - The demand for bioconjugates and peptides is outpacing supply, which is beneficial for WuXi XDC and WuXi AppTec [2] - The overall industry view remains attractive, with potential for growth driven by increasing orders and successful product launches [7] Risks and Opportunities - Risks include geopolitical tensions, potential funding deceleration in biotech, and competition in the global market [15][17] - Opportunities may arise from favorable government policies, margin expansion, and increased outsourcing of R&D globally [15][16] This summary encapsulates the key points discussed in the conference call regarding the Chinese CDMO industry and the performance and outlook of WuXi companies.
Life Time's LTH Supplement Line Launches Third Collagen Product with Introduction of Refuel Protein Bar
Prnewswire· 2025-05-15 12:01
First-ever bar joins LTH Rewind Collagen Elixir and LTH Prime Collagen Peptides powder in highly trusted supplement collectionCHANHASSEN, Minn., May 15, 2025 /PRNewswire/ -- Life Time (NYSE: LTH), the nation's premier healthy lifestyle brand, is going all-in on collagen. The LTH supplement lineup has unveiled its new Refuel Protein Bar as the newest addition to its offerings of collagen-rich products as more consumers explore its ability to support joint health, skin elasticity, stronger hair and more. ...
Palatin Expects $11.5 Million Financing to Cure NYSE American Delisting Notice
Prnewswire· 2025-05-07 12:15
Funding Supports Advancement of Obesity Program and Strategic Business Development Initiatives Advancement of novel next-generation MC4R long-acting peptides and oral small molecules IND applications planned for Q4 2025; clinical data expected H1 2026 Phase 1 SAD/MAD studies to include patients with hypothalamic obesity Ocular asset collaborations expected in Q2 and Q3 2025CRANBURY, N.J., May 7, 2025 /PRNewswire/ -- Palatin Technologies, Inc. (the "Company" or "Palatin") (NYSE American: PTN), a biopharmac ...
WuXi AppTec Co Ltd_ 1Q2025 - Two Investment Debates That Drive Valuation
2025-05-06 02:29
Summary of WuXi AppTec Co Ltd Conference Call Company Overview - **Company**: WuXi AppTec Co Ltd - **Industry**: Healthcare, specifically in pharmaceutical services - **Market Cap**: Rmb167,000 million - **Stock Rating**: Overweight - **Price Target**: HK$85.00, representing a 46% upside from the current price of HK$58.20 as of April 28, 2025 [11][11][11] Key Points Financial Performance - **1Q2025 Results**: Revenue and adjusted non-IFRS net profit increased by 21% and 40% year-over-year, respectively, exceeding estimates [14][14][14] - **2025 Guidance**: Revenue growth from continuing operations is projected at 10-15% year-over-year, translating to Rmb41.5-43.0 billion [14][14][14] - **Projected Revenue Growth**: Revenue is expected to increase by over 60% in 2025 [3][3][3] Capital Expenditure and Capacity - **Capex Increase**: Capital expenditure is expected to rise to Rmb7.0-8.0 billion in 2025, following a pull-back in 2023-2024 [3][3][3] - **Focus Areas**: Approximately 70% of capex will be allocated to development and manufacturing projects in Taixing (China), Singapore, and Delaware (US) [3][3][3] - **Capacity Expansion**: Both backlog and capacity are projected to more than double in 2025 [3][3][3] Market Dynamics - **Geopolitical Impact**: 60% of WuXi AppTec's revenue comes from US customers, but only 10% is directly shipped to the US. The company is sensitive to geopolitical tensions and tariffs, with a current incremental tariff of 20% on pharmaceuticals [4][4][4] - **Valuation Drivers**: Easing geopolitical tensions and tariff rates are crucial for improving valuation [4][4][4] Operational Insights - **Business Segments**: The TIDES (peptides and oligonucleotides) business is a significant driver of expansion [3][3][3] - **Capacity Metrics**: Solid-phase peptide synthesis manufacturing capacity is projected to exceed 100,000 liters by 2025 [8][8][8] Risks and Considerations - **Potential Upside Risks**: Favorable government policies and an inflection in Fed rates could lead to increased biotech funding and margin expansion [20][20][20] - **Downside Risks**: Risks include talent turnover, margin pressure from US business, global competition, and geopolitical risks [20][20][20] Conclusion WuXi AppTec Co Ltd is positioned for significant growth in 2025, driven by increased capital expenditure, capacity expansion, and strong revenue growth. However, the company faces challenges from geopolitical tensions and market dynamics that could impact its valuation and operational performance.
Darling Ingredients(DAR) - 2025 Q1 - Earnings Call Presentation
2025-04-24 12:47
Financial Results Q1 2025 April 24, 2025 This presentation includes "forward-looking" statements that are subject to risks and uncertainties that could cause actual results to differ materially from those expressed or implied in the statements. Statements that are not statements of historical facts are forward-looking statements and are made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. Words such as "estimate," "guidance," "outlook," "project," "planned," " ...