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Efficacy & Proof of Concept!!! Gla holders:-)

2026-07-03| Investment Trends & ForecastsUS BIO 2026

Global Biotech M&A Shows Signs of Recovery, Clinical Data and Efficacy Emerge as Key Deal-Breakers

Discussions at the ‘Closing Deals in Uncertain Times‘ forum during BIO 2026 provided deep insights into the current state of the biotechnology industry. Reflecting on the period from the fourth quarter of 2025 through the first half of 2026, the global biotechnology M&A and deal-making landscape has demonstrated a highly inclusive and diverse spectrum. Transactions ranging from early-stage discovery collaborations targeting specific precision assets to multi-billion-dollar mega-acquisitions are occurring simultaneously, signaling that overall capital momentum in the industry has gradually rebounded from the stagnation of previous years. Within these diverse deal structures, transactions valued between $1 billion and $5 billion remain the most coveted ‘sweet spot’ for the majority of acquirers.

The core driving force behind this wave of recovery is major pharma’s heavy reliance on external innovation. Facing severe revenue hits from upcoming patent cliffs and the loss of exclusivity (LOE) of several flagship drugs, multinational pharmaceutical giants urgently need to inject new blood into their pipelines to maintain long-term diversification and revenue growth.

Consequently, private biotech companies—backed by their operational flexibility, agility, and highly differentiated technologies—have become indispensable innovation engines for big pharma.

In current deal negotiations, high-quality clinical data has become the ultimate differentiator, completely overriding strategic rhetoric.

When evaluating biotech assets, acquirers place significant emphasis on projects that have achieved proof of concept (PoC) and possess mid-stage clinical data.

This means biotech companies must scientifically demonstrate that their candidate’s efficacy delivers a clear and superior edge over the current standard of care (SoC) or potential future therapies.

Only by presenting robust and highly consistent clinical signals can they successfully convince the internal champions within acquiring companies to advance the evaluation and commercial onboarding processes.

Global Biotech M&A Shows Signs of Recovery, Clinical Data and Efficacy Emerge as Key Deal-Breakers - GeneOnline News htTps://share.google/zI127yzLuhlP2SQLJ

Poised and primed!!! Gl ;-)

Be patient twp post camel, you must have missed my following post...Gl;-)

Genflow anticipated trial data and granting of patent in June, and Eric has made clear all will be revealed when they're ready!!! Gl :-)

8th April 2026

The SLAB study remains ongoing, with all dogs continuing to be actively monitored and evaluated. The trial is expected to continue for a further four months, with completion anticipated at the end of July 2026. Additional analyses, including methylation clock (biological age) assessment and muscle histology, are in progress and are expected to provide further mechanistic and quantitative insight into the therapy's impact.

Dr Eric Leire, Chief Executive Officer of Genflow said: "These follow-up observations are important as they extend our understanding beyond initial efficacy and into persistence of effect. The consistency of improvements across multiple functional endpoints, together with the continued absence of safety concerns, strengthens our confidence that SIRT6 gene therapy is delivering a sustained biological impact.

Based on the data observed to date, we believe this supports the positioning of our SIRT6 platform as a potentially disease-modifying approach to addressing age-related decline in companion animals. As the study progresses, we continue to engage with prospective partners across animal health to explore licensing, co-development, and commercialisation opportunities."

22nd June 2026

I want to be clear that the October date reflects the summit calendar, not the pace of our work. There is no delay in our trial or business development efforts.

The timing of the conference slot tells you nothing about the timing of either. As a pre-commercial biotech company, we are deliberate about what we disclose and when we disclose it in order to protect our intellectual property, because premature public disclosure can jeopardise patent rights.

We remain in discussions with animal health companies under confidential agreements, and we continue to analyse data collected in the clinical trial. There is absolutely no delay. Presenting in October does not prevent us from continuing our clinical and business development activities.

Sounds as if your mate has got the hump!!!???🐪🐪🐪

Do not promote other shares on this forum, ( unless it's before the horse has bolted ) and especially those who spend their time in a Genflow glass half empty mode , which hasn't gone unnoticed!!!! Gl mate :-)

Ps C'mon England...it's coming......,-))))))

No it isn't, Genflow anticipated trial data and granting of patent in June, yesterday, and Eric has made clear all will be revealed when they're ready!!! Gl :-)

8th April 2026

The SLAB study remains ongoing, with all dogs continuing to be actively monitored and evaluated. The trial is expected to continue for a further four months, with completion anticipated at the end of July 2026. Additional analyses, including methylation clock (biological age) assessment and muscle histology, are in progress and are expected to provide further mechanistic and quantitative insight into the therapy's impact.

Dr Eric Leire, Chief Executive Officer of Genflow said: "These follow-up observations are important as they extend our understanding beyond initial efficacy and into persistence of effect. The consistency of improvements across multiple functional endpoints, together with the continued absence of safety concerns, strengthens our confidence that SIRT6 gene therapy is delivering a sustained biological impact.

Based on the data observed to date, we believe this supports the positioning of our SIRT6 platform as a potentially disease-modifying approach to addressing age-related decline in companion animals. As the study progresses, we continue to engage with prospective partners across animal health to explore licensing, co-development, and commercialisation opportunities."

22nd June 2026

I want to be clear that the October date reflects the summit calendar, not the pace of our work. There is no delay in our trial or business development efforts.

The timing of the conference slot tells you nothing about the timing of either. As a pre-commercial biotech company, we are deliberate about what we disclose and when we disclose it in order to protect our intellectual property, because premature public disclosure can jeopardise patent rights.

We remain in discussions with animal health companies under confidential agreements, and we continue to analyse data collected in the clinical trial. There is absolutely no delay. Presenting in October does not prevent us from continuing our clinical and business development activities.

The sp has held firm at this level for weeks, and only shows red at opening because of the after hours UT trades posted most days, UT trade at 2.25p yesterday evening, anyways, very much looking forward to the next UPdate or two, potential transformational game changing news fast approaching!!! Gl :-)

Latest Centenarian Sirt6 Pubmed publication by lead author from University Columbia, another one Genflow's academic partners. Gla :-)

Centenarian SIRT6 variants elevate SIRT6 protein and enhance cellular senescence resistance

Yousin Suh et al. Res Sq. 19th June 2026.

Abstract

Centenarians represent a natural model of delayed human aging, offering a unique opportunity to uncover genetic mechanisms that promote longevity. However, the functional consequences of the genetics variants carried by these long-lived individuals remain poorly characterized in physiologically relevant systems. Here, we introduced two linked missense variants in SIRT6 enriched in Ashkenazi Jewish centenarians into the endogenous SIRT6 locus of human embryonic stem cells and differentiated them into somatic lineages to define their effects in a native genomic context. We revealed that centenarian variants elevated endogenous SIRT6 protein abundance through weakened interaction with vimentin, and altered endogenous SIRT6 enzymatic activities, including enhanced mono-ADP-ribosyltransferase activity and reduced deacetylase activity. Functionally, these variants delayed replicative senescence and conferred resistance to progerin-induced stress, accompanied by preservation of DNA repair gene expression programs and suppression of transposable element derepression. Guided by these findings, we evaluated the translational potential of both genetic and pharmacological interventions, demonstrating that adeno-associated virus (AAV)-mediated delivery of centenarian SIRT6 or pharmacological activation of SIRT6 using fucoidan from Fucus vesiculosus (Fucoidan-FV) partially attenuated aging-associated molecular defects, including genome instability and LINE1 derepression, in progeria fibroblasts. Together, these findings demonstrate that centenarian variants exert multifaceted effects on SIRT6 function to enhance cellular stress resistance, and providing a framework for translating genetic discoveries from long-lived individuals into mechanistic insight and potential gerotherapeutic strategies for healthy aging.

Centenarian SIRT6 variants elevate SIRT6 protein and enhance cellular senescence resistance - PubMed htTps://share.google/MAqQvQhXKFat3Jw4h

Bayer & Glaucoma!!!?? ;-)

In June 2026, Bayer finalized the acquisition of San Francisco-based biotech Perfuse Therapeutics for up to $2.45 billion to bolster its ophthalmology portfolio. The deal includes an upfront payment of $300 million, with the remaining balance tied to development, regulatory, and commercial milestones.The Core Asset: PER-001The acquisition centers exclusively on Perfuse’s sole pipeline drug, PER-001, which gives Bayer full rights to the experimental treatment.What it is: A bio-erodible, sustained-release intravitreal implant that delivers a small-molecule endothelin receptor antagonist directly into the eye.How it works: Unlike current standard treatments that primarily lower intraocular pressure (IOP), PER-001 aims to modify the disease itself by improving retinal blood flow, reducing inflammation, and preventing cell death.Current Status: It is currently in Phase II clinical development for the treatment of Open-Angle Glaucoma and Diabetic Retinopathy (DR).Strategic ImportancePipeline Expansion: This transaction marks Bayer's return to major pharma M&A after a multi-year drought, securing a critical asset as patents for its partnered eye-drug Eylea edge closer to expiration.Next Steps: Following the deal's completion, Perfuse Therapeutics has been fully integrated into Bayer, which will now oversee the continued clinical trials for PER-001.

One to watch!!!??? Gla :-)

Bayer is developing liver-targeted mRNA and gene-editing therapies through strategic partnerships to address rare, life-threatening genetic diseases.

The pharmaceutical company utilizes specialized delivery technology to safely transport mRNA payloads into liver cells.

The main initiatives for this program include:

Acuitas Therapeutics Partnership:

Bayer licensed clinically validated lipid nanoparticle (LNP) technology from Acuitas.

These LNPs protect the mRNA and deliver it to the liver for in vivo gene editing and protein replacement programs.

ReCode Therapeutics: Backed by Leaps by Bayer, ReCode is advancing targeted mRNA therapies utilizing a next-generation LNP platform designed for precise liver and cell targeting.

Pantherna Therapeutics: Bayer is collaborating with Pantherna to develop novel LNP carriers aimed at expanding mRNA therapies beyond the liver.

This move to mRNA-LNP technology has become very clear across all of our programmes. We have disclosed a collaboration with Acuitas, and we are working hard to transition our MASH programme to mRNA-LNP technology.

That is why the presence of our chairman speaking on mRNA at BIO in San Diego this week makes a great deal of sense.

Proactive: Lots on the boil at the moment. Eric, I hope you'll continue to keep us posted on your progress.

Proactive: Eric, good to speak with you. You're presenting your SLAB study data at the Animal Longevity Summit in October. In simple terms, what is centenarian SIRT6 gene therapy doing, and why are aged beagles a good real-world test?

Dr Eric Leire: We're very pleased that Genflow has been accepted to present the results from our Age Dogs clinical trial at the Animal Longevity Summit in Toronto. It's a perfect fit because the summit focuses on animal longevity and attracts a high-quality audience.

More importantly, acceptance by an independent scientific meeting is a meaningful external checkpoint. It means the field considers our data and methodology rigorous enough to be put under scrutiny, which is an important step in establishing credibility in the dataset.

The summit takes place on October 1 and 2. I want to be clear that the October date reflects the summit calendar, not the pace of our work. There is no delay in our trial or business development efforts.

The timing of the conference slot tells you nothing about the timing of either. As a pre-commercial biotech company, we are deliberate about what we disclose and when we disclose it in order to protect our intellectual property, because premature public disclosure can jeopardise patent rights.

We remain in discussions with animal health companies under confidential agreements, and we continue to analyse data collected in the clinical trial. There is absolutely no delay. Presenting in October does not prevent us from continuing our clinical and business development activities.

Proactive: What should investors be watching for from Genflow up to that conference presentation in October?

Dr Eric Leire: There will be a presentation of data relating to both sarcopenia and longevity. The conference is also attended by many scientists, and there will be a discussion around extrapolating findings from dogs to humans.

We also have a human sarcopenia programme. We demonstrated efficacy in mice, and now we have demonstrated efficacy in dogs. The key question is how we can extrapolate this dog study data into human use. That will be very important for us.

The quality of scientists attending the presentation means they will challenge the work and potentially offer suggestions on how the data could be improved and applied to human indications. That is very important for us.

Proactive: Your chairman is also on a panel this week discussing where RNA therapeutics are heading. Where does Genflow's approach fit into that?

Dr Eric Leire: We have moved to mRNA-LNP technology using non-viral vectors rather than AAVs. This addresses one of the main issues with AAVs, which is repeated dosing.

AAVs are interesting in terms of expression, and we have generated good results with them. However, there is an immunogenicity issue that can prevent repeat dosing. When targeting tissues that divide, it is important to be able to repeatedly provide the gene of interest to newly generated c

Yes indeed Porter, and maybe next week, every chance!!! Hopefully a big Friday in anticipation, multiple material newsflow stacking UP, and a potential rise in sp, many multiples of current bargain low!!! Gl :-)

SLAB endpoint trial data and granting of Patent both anticipated this month, according to Genflow’s recent LinkedIn post, and so a Major re-rate could be very close, along with any game changing news from the BIO International Convention that ends today. Fingers crossed for some stellar news next week to send the sp to new highs!!! Gla holders, excitement building...On and UP!!! ;-)

Game changing, transformational Company defining news at anytime. Genflow's Sirt6 Gene Therapy Platform could soon be confirmed very hot property, with any luck. Gla holders :-)

Pharma goes on a spending spree, snapping up biotechs in a hurry

22nd June 2026

M&A activity has soared in the first half of the year

Pharmaceutical companies are hungry to make deals, and they’re making more than they have in years.

In the past six months, there have been 33 biotech acquisitions valued at $1 billion or more, capped by AbbVie’s acquisition of Apogee Therapeutics on Monday. Pharmaceutical companies and even some large biotech companies have spent around $134 billion on these deals.

Leire said the invitation to present at the independent scientific event offers important external validation of Genflow's methodology and data quality, giving leading scientists and longevity researchers the chance to scrutinise the dataset. He stressed the October timing reflects the conference schedule rather than any delay, with the company continuing to analyse trial data and hold confidential discussions with animal health companies.

Gad's presentation gets a mention towards the end of Eric's interview, where he highlights how the move to LNP mRNA delivery technology, allows for repeat dosing, which isn't possible with AAV technology , and so all of Genflow's programs are moving to LNP- mRNA delivery, allowing for repeat dosing, whereby tissue targeted and the natural biological process of cell division, allows repeat dosing into the new cells created, which has no doubt caught the attention of every Tier 1 Animal Healthcare Company, who will be eager to secure a 1st in class therapy for healthspan and longevity, especially one that can be administered on a regular basis throughout the life of the dog under treatment. Ker-Ching!!! Gla ;-)

Positive Muscle Histology and Methylation Clock Data fast approaching!!! Gla holders:-)

"Looking ahead, Leire said investors should watch for findings on both sarcopenia and longevity"

CEO Dr Eric Leire joined Proactive's Stephen Gunnion to discuss the company's upcoming presentation at the Animal Longevity Summit in Toronto, where it will showcase results from its Age Dogs trial evaluating centenarian SIRT6 gene therapy.

Leire said the invitation to present at the independent scientific event offers important external validation of Genflow's methodology and data quality, giving leading scientists and longevity researchers the chance to scrutinise the dataset. He stressed the October timing reflects the conference schedule rather than any delay, with the company continuing to analyse trial data and hold confidential discussions with animal health companies.

Looking ahead, Leire said investors should watch for findings on both sarcopenia and longevity, and how results from aged dogs could translate into Genflow's human sarcopenia programme. "We demonstrated that we have efficacy in mice. Now, we demonstrated that we have efficacy in dogs," he said. "What about human and how can we extrapolate this data from this dog study into human use."