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Market Update: The Biotech Deal Boom

The biotech industry is off to a fast start this year.

Biotech Is Back in Business

These kinds of collaborations reflect how gene editing and gene-based platform technologies are now sufficiently matured that major pharmaceutical companies are willing to invest heavily to gain proprietary access.

These collaborations make it clear that biotech licensing deals are thriving right now, and that large drugmakers are eager to partner with specialized innovators rather than relying solely on internal research. Several themes stand out:

External innovation is a priority: Companies like Roche, AstraZeneca, and Lilly are increasingly betting on outside technologies – especially from smaller biotech companies – to boost their drug pipelines quickly and efficiently.

Emerging technologies are hot: RNA-based therapies, AI-assisted design platforms, immune system programming tools, and next-generation gene-editing systems are among the areas attracting the most strategic investment, reflecting both scientific progress and strong commercial potential.

.......

Overall, the surge in activity in late January and early February 2026 highlights an industry that is actively reshaping how medical innovation gets funded and developed.

Instead of working in isolation, big drugmakers and nimble startups are combining their strengths, setting the stage for potentially transformative therapies in the years ahead.

Market Update: The Biotech Deal Boom - Brownstone Research htTps://share.google/qjnuMEnait8DY2wYn

Once again pickedpeck, Great work and thank you for sharing!!! Genflow's cutting edge science and potential offers an amazing UPside opportunity for those invested with the prospect of Major Pharma making an early move across the pipeline, incuding the entire Centenarian Sirt6 Gene Therapy Platform, at a time when M&A and licensing deal activity is at an all time high. The preliminary efficacy data on the dog trial was absolutely stunning imho, and even surprised Eric on how strong and consistent it was and so you can imagine the heightened interest and attention from any potential suitor(s). The RNS stated " The Company expects to provide a comprehensive update on all remaining endpoints within approximately two months.", and so full results possibly by end of April, and so every chance of a game-changing lucrative commercial licensing deal with an Animal Healthcare Company fast approaching. The uncertainty following the funding RNS which caused the initial knee jerk drop in sp, provides a great opportunity to buy more before take off, and given the stunning initial Efficacy Data, i'll be adding more when funds have cleared, well before details emerge and are determined 2nd March. We also have a tranche of the €4m non-dilutive grant money expected by May at the latest, as well as a possible patent status update, and so lots of UPside catalysts and a very exciting period, potential multiple material company defining newsflow and exponential UPside!!! Genflow are poised and primed!!! . Gl:-)

Genflow Biosciences (LON:G... 2 271 followers

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CEO Dr. Eric Leire shares his perspective on the significance of #Genflow's preliminary SLAB tria results:

"These preliminary interim results represent a potentially significant milestone for Genflow and strengthen our position for animal health partnerships. The consistency

of positive signals across multiple independent endpoints from survival and quality of life to obiective measures of muscle preservation and frailty reduction, combined with an excellent safety profile, supports our SIRT6 platform as a credible differentiated asset for the companion animal market"

Dr. Eric Leire Chief Executive Officer Genflow Biosciences

Proactive: Eric very good to speak with you. You issued an RNS this morning flagging your upcoming AGM, also talking about partner discussions. Can you tell us more about that?

Dr Eric Leire: We totally understand that shareholders can be frustrated by the RNS we issued today. We do not take it lightly. This RNS is about the AGM, but it can be perceived as a potential capital raise. Typically, we know that stock price goes down on a capital raise announcement, then recovers when the strategic benefit becomes clear. We've seen that pattern repeatedly. So if we knew that the share price could go down, why did we make this RNS? The answer is simple. This is not an RNS about potential fundraising. This is about negotiating power. What we're doing is proactively strengthening our hand before entering clinical partnership discussions.

Proactive: You say it's about partnership discussions, but do you think the RNS could still be perceived as an announcement about a fundraising?

Dr Eric Leire: Yes. First, technically, this RNS is not about fundraising. There's no terms. It's about authorising the issuance of shares — 30% — but this is only an authorisation. We are not committing to using the full authorisation. Let's come back to the objective of the RNS. In biotech cash is not just money, it's negotiating power. We want to be sure that Big Pharma will not take advantage of us when negotiating deals. As a public company, our financial situation is visible to every potential partner. We do not want to be in a position where we have no other choice than accepting their terms. Our ability to say no to a non-optimal deal is the most valuable negotiating position. Negotiating deals will create more value than avoiding near-term dilution. If I bring it back to the fundamentals, our science has not changed. What we're doing is just making sure that we capture the full value of our science.

Proactive: It does introduce an element of uncertainty, and markets don't like that. How do you address that?

Dr Eric Leire: I understand that the market hates uncertainty, but uncertainty is temporary. Signing a bad deal will be permanent. I'm convinced that the ability to say no is worth every penny we could raise. We are optimising for the best long-term outcome. At this point, I cannot guarantee partnership terms or timing, but I can guarantee that we will not be forced into a suboptimal deal. When the partnership is announced, shareholders will understand why this mattered.

Genflow Biosciences: AGM and partnership strategy - ICYMI

First Published: 01:37 14 Feb 2026

Genflow Biosciences Ltd (LSE:GENF, OTCQB:GENFF, FRA:WQ5) CEO Dr Eric Leire talked with Proactive about the company’s latest RNS regarding its upcoming AGM and the strategic rationale behind authorising the potential issuance of shares ahead of clinical partnership discussions.

Leire addressed potential shareholder concerns, acknowledging that announcements involving share issuance can sometimes be interpreted as a fundraising signal. However, he clarified that the RNS is not about launching a capital raise, but about strengthening the company’s position in ongoing and future negotiations with major pharmaceutical partners.

He explained that in biotech, financial flexibility translates directly into leverage. “In biotech, cash is not just money, it's negotiating power,” Leire said. As a public company, Genflow Biosciences Ltd’s financial position is visible to potential partners, and Leire emphasised the importance of maintaining the ability to walk away from unfavourable terms.

He added that the company is not committing to using the full 30% share issuance authority and stressed that the underlying science remains unchanged. “Our science has not changed. What we're doing is just making sure that we capture the full value of our science,” he noted.

While acknowledging that markets dislike uncertainty, Leire stated that uncertainty is temporary, whereas signing a bad deal would have lasting consequences. He said the company is focused on optimising for the best long-term outcome and ensuring it is not forced into a suboptimal agreement.

Not so sure about the 2 x 1.5m trades pickedpeck, they're delayed from yesterday and look like sells to me, all in the mix regardless, but obviously someone offloading a few over the last week or so, although no concerns from me going forward, given the stunning Efficacy Data released. The elephant in the room is the Private placement(s), potentially up to 38% of current share issue, which will happen 1st week of March, and as confirmed by your good self, in the reply from IR, the new shares will be issued at market value!!!??? In which case is that the c2p market value on the release of the RNS, as I personally think it must be close to that figure, and so I'm expecting little upside from now on in, until confirmed, and then away we go, fully funded with a new investor(s) , followed by a tranche of the incoming €4m non-dilutive grant money, and the prospect of multiple material newsflow. The Dod Trial data can't be understated, absolutely stunning imho, and no doubt will be fully appreciated when the private placement funding is sorted. In the meantime, I'm waiting on a few quid to clear to by another big chunk to take me over 1%, before the fireworks ignite. Gl :-)

Maybe orderly orchestrated sells, to keep the sp down until 2nd March, when the price of the private placement (s) and identity of the new investor(s) will be determined and revealed. The new investor(s ) surely must have already agreed an entry price per share to make such a large investment, in which case I'm not expecting any significant news until confirmed along with a large tranche of cash in Genflow's coffers!!!??? Gla holders...Roll on March !!! ;-)

Genflow CEO on promising dog longevity data, next steps

Published: 11:20 12 Feb 2026 GMT

Written by: Stephen Gunnion

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Genflow Biosciences Ltd

LSE:GENF

OTCQB:GENFF

Genflow Biosciences Ltd (LSE:GENF, OTCQB:GENFF, FRA:WQ5) CEO Dr Eric Leire talked with Proactive's Stephen Gunnion about preliminary interim results from the company’s SLAB clinical trial in aged dogs.

Leire explained that the SLAB trial is a randomised, blinded clinical study involving 24 dogs. The analysis remains preliminary, with the trial ongoing, but Leire said the strength and consistency of the early signals were unexpected.

The interim results showed that every treatment group outperformed the control group across multiple endpoints, including survival, muscle mass, frailty and quality of life. Leire emphasised that although the sample size is small - six dogs per arm - the consistency of outcomes across endpoints is meaningful in a rigorous clinical setting. As he explained, “such a consistency across endpoint in a small sample is often a very encouraging early sign.”

Importantly, the study reported zero adverse events, reinforcing the therapy’s safety and tolerability profile at this stage. The trial will continue for a further 90 days following the dosing period to assess the durability of effect. Additional data still to come include methylation clock analysis, which measures biological age at the molecular level, and comprehensive muscle biopsy histology.

Leire said the interim data is already strengthening partnership discussions within the animal health sector, noting that randomised clinical data shifts conversations significantly. While remaining appropriately cautious, he added that “the risk reward at this stage is interesting” for investors.

Lol, Roll on March Rooster, yesterday's funding news has put a dampener on proceedings, and the market obviously needs to know the issue price of the Private Placement, which will be determined 2nd March, and wouldn't be surprised if the sp is being held down around to a price already agreed by the new investors , although a commercial deal could land at anytime. Today's news is absolutely stunning and no doubt will propel Genflow towards mid cap status, but we just need the Private placement done and dusted, and then a Major re-rate and more will follow. Gl :-)

Totally agree pickedpeck, yesterday's news has certainly put a dampener on proceedings, as the market will be waiting for details of the Private placement ( s ) in March, only a few weeks to wait, and yesterday's 40% drop allowed a raft of day traders and short term investors who will be happy to take any profits on today's news and stifle any significant rise in sp. Roll on March and a well deserved major re-rate and every chance of an early commercial deal with their Animal Health Partners, and as it worked like magic in mice, and appears to work likewise in Dogs, then its likely translation to humans will be attracting the attention of Major Pharma. Exciting times...Gla holders, hold on tight and enjoy the ride, Genflow are on a one way trajectory from small cap to mid!!! :-)

Fantastic and wonderful , and no doubt will focus the attention of every Major Pharma on Genflow's prospects and potential in Animal Health and translation to Human Health. Quite incredible results....in Eric we trust !!! Gla :-))))

Wonderful news!!! Gla holders:-)

Commercial and strategic implications

Genflow believes these preliminary results support the potential of its SIRT6 gene therapy as a first-in-class approach to addressing age-related decline in companion animals and reinforce the programme's relevance to prospective animal health partners. The Company is actively engaging with animal health companies regarding potential licensing, co-development, and commercialisation opportunities.

Dr Eric Leire, Chief Executive Officer of Genflow Biosciences said: ""These preliminary interim results represent a significant milestone for Genflow and significantly strengthen our position for animal health partnerships. The consistency of positive signals across multiple independent endpoints from survival and quality of life to measures of muscle preservation and frailty reduction, combined with an excellent safety profile, supports our SIRT6 platform as a credible, differentiated asset for the companion animal market.

Based on these encouraging preliminary findings, we are proceeding with the follow-up phase to assess durability of effects and to monitor for differences in age-related disease emergence - data that will inform future commercial discussions. We expect to provide a comprehensive update on all endpoints, including the critical methylation clock and muscle histology data, within two months."

Preliminary Interim Results From Dog Study

GENFLOW BIOSCIENCES PLC

Released 07:00:08 12 February 2026

RNS Number : 6468S

Genflow Biosciences PLC

12 February

Genflow Biosciences Plc

Positive Preliminary Interim Results from SLAB Clinical Trial of SIRT6 Gene Therapy in Aged Dogs

Genflow Biosciences Plc (LSE: GENF) (OTCQB: GENFF) ("Genflow" or the "Company"), a European-based biotechnology company focused on the development of gene therapies for age-related diseases, announces positive preliminary interim results from its SLAB (Sarcopenia and Longevity in Aged Beagles) clinical trial evaluating its proprietary SIRT6 centenarian gene therapy in aged dogs.

Trial overview

The randomised, blinded study, conducted by an independent contract research organisation, enrolled 24 beagle dogs aged over 10 years who were allocated to four groups: two naked DNA treatment cohorts at different dose levels, a single-dose AAV8 cohort, and a control group.

The interim analysis reflects outcomes observed during the dosing period. Additional endpoints remain under assessment.

Preliminary interim results

All treatment groups demonstrated superior survival compared to the control group during the dosing period. No adverse events were observed, and all treatment modalities exhibited a favourable safety and tolerability profile suitable for use in aged companion animals.

Across treatment cohorts, improvements were observed in several functional and observable endpoints, including quality of life, muscle mass preservation, frailty index reduction, and coat quality, relative to control animals, which exhibited expected age-related decline.

Ongoing analyses

Several key endpoints remain under evaluation, including biological age determination using methylation clock analysis and comprehensive muscle biopsy histology. These analyses are intended to provide further mechanistic and quantitative validation of the therapy's effects. The Company expects to provide a comprehensive update on all remaining endpoints within approximately two months.

An amazing day indeed pickedpeck, and a very exciting period ahead with so much potential company making newsflow in the pipeline.

The following pre-clinical deal by Madrigal highlights the exponential upside potential on Genflow's Mash program. Madrigal are on the march to monoplise the MASH/Liver space and are buying up other therapies that could be used in combination with their lead FDA drug , something Eric has already highlighted about Genflow’s MASH therapy potentially being used in combination with others. Gl.:-)

Madrigal Dives Further Into MASH With up to $4.4B siRNA Deal With Chinese Biotech

February 11, 2026 |

Madrigal Pharmaceuticals is leaning further into its liver disease portfolio, inking a preclinical partnership with Chinese biotech Suzhou Ribo Life Science for six investigational siRNA programs aimed at the liver.

Under the terms of the agreement, Madrigal is fronting $60 million and promising up to $4.4 billion in certain milestone payments across all programs. Ribo, which entered the alliance via its subsidiary Ribocure Pharmaceuticals, will also be eligible for royalties on net sales.

Madrigal plans to test combination regimens of these siRNA therapies with its metabolic associated steatohepatitis (MASH) drug Rezdiffra, which scored the first FDA approval in the indication in March 2024. The company expects to start IND-enabling activities for initial candidates from the Ribo deal in 2026.

Madrigal Dives Further Into MASH With up to $4.4B siRNA Deal With Chinese Biotech - BioSpace https://share.google/wE9gUL7np90bmq6R2

Great work again pickedpeck, thanks for sharing. Looks like we've got a very exciting period ahead from a fully funded Genflow with multiple potential company defining newsflow in the pipeline and look forward to finding out the identity of the new investor(s). Gl ;-)

Exactly pickedpeck, and the price of the news shares isn't going to be determined by a dodgy broker forward selling shares before a massive discounted issue, this a private placement to facilitate the arrival of a Major player or two, very likely aligned to a commercial deal that Eric has recently highlighted on the Dog Trial, Glaucoma and/or Mash, with the price of the new shares determined by the Directors bringing in a significant cash injection into Genflow's bank account to take the company to the next level. Gla holders, couldn't be more excited at what transpire in March.....Multiple material newsflow, Cash rich, and maybe a game-changing lucrative commercial deal and/or high profile investors. ;-)

......

If the authorities sought at the General Meeting in connection with the Potential Equity Raise are approved, the Directors shall have discretion to determine the terms of the Potential Equity Raise, including the number of New Shares and warrants to be issued (subject to the limits of the authorities) and the price at which the New Shares will be issued, as well as the identity of who the New Shares will be issued to.

Great posts pickedpeck, a brilliant summary of what likely lies ahead, almost every licensing deal with Major Pharma includes an equity stake to allow the Major to have a share and direct influence going forward. Looking forward to a cash rich Genflow along with a flow of company making game changing news, and ultimately a Nasdaq listing if a Major Pharma or two are in the frame. Gl :-)

Let's wait and see where we are by the end of Q1 2026, hopefully on an upward trajectory from small cap to mid cap..... Gla :-/

Cash is King, and this is no ordinary fund raise whereby new shares are forward sold and issued at huge discount. This looks like the next growth catalyst, the price of the new shares is yet to be determined, but allows Major investors both here and the US to take significant and meaningful stakes in the company at a time where Genflow are on a trajectory from small cap to mid cap, and the warrants provide incentives for existing and newly recruited employees to facilitate Genflow's expansion and perhaps even a Nasdaq listing. Multiple material newsflow in the pipeline and only a few weeks before we know the determined issue price, obviously the higher the price, the more cash Genflow will have in the bank. Gla holders...hold on tight for a potential Stellar year ahead!!! :-)