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I’ve seen a few articles about competition in the SIRT6/Glaucoma space following recent academic publications (e.g., the SPAM1 activator study). Interestingly this isn't a threat, it’s effective de-risking.

Here is why recent SIRT6 eye research is actually a massive "Buy" signal for Genflow:

1. "Target Validation" is the First Step to a Deal

Big Pharma doesn't buy ideas; they buy validated targets. Independent studies (like the 2024–2026 UTMB research) have now proven that deleting SIRT6 causes optic nerve degeneration, while overexpressing it prevents it. This "Independent Audit" of the science makes the Genflow SIRT6 platform a 'Must-Have' for any Tier-1 looking to enter the glaucoma space.

2. Gene Therapy vs. Small Molecules (The Winner Takes All)

The competitive research (like SPAM1) is mostly focused on small molecule activators.

Small molecules require daily dosing, have systemic side effects, and often lack the punch needed for true neuroprotection.

The Genflow SIRT6 variant is a permanent, cell-specific reboot of the RGCs. Pharma much prefers a long-term curative asset over a daily drop that patients eventually stop taking.

3. The Patent Barrier

Genflow holds the exclusive global license for the core centenarian SIRT6 variant (originally filed by Rochester/Columbia). Any competitor trying to use a high-efficiency SIRT6 gene for glaucoma has to run directly into Genflow’s patent wall. Research into activators only increases the value of the underlying gene that Genflow owns.

4. The Acuitas Multiplier

The Acuitas partnership gives Genflow the world’s best delivery system (LNP/mRNA). While academics are still using older AAV vectors, Genflow is positioning itself to use the most advanced, scalable delivery tech available.

5. The AAO Conference "Shop Window"

By the time Eric Leire presents at the AAO in October, the scientific community will have already reached a consensus: SIRT6 is the key to stopping glaucoma. Genflow won't have to explain why SIRT6 matters; they only have to explain how their patented variant and Acuitas delivery are the best commercial solutions.

Bottom Line: Recent research proves the "Lock" (SIRT6) is real. Genflow owns the best "Key" (Centenarian Variant + Acuitas).

Again, this research is driving the ultimate deal price up.

A significant and relevant piece of research was published in February this year, which has been gaining traction in the longevity community because it provides the molecular roadmap for exactly what Genflow is attempting with their SIRT6 platform.

Paper Title: "Bidirectional regulation between metabolic dysfunction-associated steatotic liver disease (MASLD) and sarcopenia via liver-muscle crosstalk"

Published in the Journal of Clinical and Translational Hepatology (Released February 11, 2026).

This study effectively proves that MASH (MASLD) and Sarcopenia are not two separate diseases, but a single pathological loop. This is a massive NAV lifter for Genflow because it validates the strategy of using one payload (SIRT6) to treat both conditions.

Key Findings:

The researchers used Mendelian randomization to prove that diminished muscle mass increases the risk of liver disease (MASLD), and hepatic fibrosis, in turn, accelerates muscle wasting. The paper identified specific signaling molecules (myokines and hepatokines) that travel between the two organs. Specifically, it identified CCL2 (a myokine from muscle) as a driver of liver disease and Adrenomedullin (a hepatokine from the liver) as a trigger for sarcopenia.

The "SIRT6-Shaped Hole": While the paper focuses on these mediators, it highlights that epigenetic metabolic homeostasis is the broken regulator in both tissues. This is where Genflow’s SIRT6 comes in — it acts as the "Master Regulator" that can reset the metabolic balance in both the liver (stopping the MASH) and the muscle (stopping the Sarcopenia).

This paper validates the Acuitas Partnership, systemic delivery (LNP) of SIRT6 is needed to hit the liver, while other options work for the muscle. This paper proves you must address both to truly cure either.

By identifying muscle as an endocrine organ that talks to the liver, this paper makes Genflow’s Endocrine Uplift (Claim 25) patent application look incredibly prescient.

For the FDA, showing that your drug targets a proven bidirectional axis is far more compelling than just targeting a single symptom. It suggests a higher probability of clinical success.

Genflow isn't just guessing that SIRT6 helps both; the broader scientific community has just spent the first part of 2026 proving that the liver and muscle are essentially a single therapeutic target.

This validation is likely to mean the ultimate bidding war for Genflow will be a lot more expensive for a Tier-1.

The Final Results for 2025 are exactly the cleanup and launchpad document anticipated. They reveal a company that has pivotally shifted from a cash-hungry R&D lab to a strategic, auction-ready asset.

Here is a breakdown of the results, all in my opinion of course!

1. The Financials... "Maximum Runway, Minimum Dilution"

The biggest takeaway for any long-term holder is the cash position.

Cash at Bank, combined with the £0.8M equity raise in early April and the first tranche of the €4M Wallonia grant received in March [1.2, 4.1], next tranche due May, Genflow is reporting its strongest balance sheet since IPO.

The auditors have given a clean opinion on the going concern citing the non-dilutive grant funding as a primary pillar of stability.

This removes the MMs' favorite tool, the impending placing narrative. They can no longer suppress the price by scaring retail with a dilution story.

2. Gad Berdugo’s First Chairman’s Statement

As suspected, Berdugo used this debut to set the table for a high-value exit. The tone is distinctly American and M&A-focused.

He explicitly refers to the 'rationalization' of the pipeline, confirming that Genflow is focusing resources purely on the SIRT6 platform and the Acuitas LNP integration [2.1].

The Nasdaq Subtext... While he didn't explicitly name a date or even plan for a U.S. listing, his statement emphasizes "global engagement" and "strengthening presence in U.S. capital markets" [4.2].

The "Bidding War" Confirmation... He references the "competitive interest" from the expanded group of Tier-1 animal health partners, characterizing the current phase as a "corporate development expansion" [4.3].

3. The Silent Catalyst... What’s Not There

Notably, the UCLA Methylation results and the final histology biopsies are listed as post-balance sheet events or pending imminent release.

This is a classic tactical move. By releasing the solid financials first, they have created a stable floor (the current 2.8p–2.9p).

Any data released after today will hit a market that knows the company is well-funded, causing the Step Change move to be much more violent and sustained.

4. Technical Setup: The 2.80p Launchpad

The results confirm that the fair value of the company, even without a signed deal, is significantly higher than last year.

The report also confirms that a massive percentage of the shares are now in the hands of the Board (PDMRs) and long-term strategic holders.

Market Reaction: There has been some selling the news reaction, but a low level and likely in recognition that the big impending event is the UCLA data. Being out when that drops could be a very costly misstep.

Bottom line... More or less what was expected but we are still waiting for the company defining data and the animal health deal negotiations to get serious.

Conscious that we may have a few new people taking a look here at the moment. We are at 12 month highs having risen pretty sharply in the last month or so, so some people might wonder if this is the top. I believe it's not, or anywhere near in fact, and the price movement has only just begun. I have seven bases for thinking that.

1. The Endocrine Pivot

The April 13th patent (WO 2026/062177 A1) is the biggest clue. Moving specifically into "Endocrine system uplift in muscle" suggests the UCLA data showed SIRT6 isn't just fixing cells—it’s restoring the muscle's role as a systemic anti-aging engine. You don't file that patent unless the data forced your hand.

2. Acuitas Validation

Acuitas doesn't do "free." The fact that they are fully funding the LNP/mRNA collaboration suggests they’ve seen the preliminary UCLA draft and want their delivery tech attached to this specific SIRT6 payload for the human MASH and Sarcopenia markets.

3. The n=18 Statistical Hammer

In the SLAB trial, Eric Leire noted all treated arms showed equal efficacy. This effectively pools the study from n=6 to n=18. We aren't looking for a signal in 6 beagles; we are looking at the delta between 18 treated vs 6 controls. That is a statistical change that creates the opportunity for a statistically valid p number in the study that Tier-1s cannot ignore.

4. Durability is the Key

The April 8th RNS explicitly used the word "durability." You cannot measure the durability of a zero effect. To state it's durable at 3 months implies the unblinded results in February were so significant they have now been confirmed as long-lasting.

5. The Board’s Body Language

Watch the recent interviews. The transition from academic caution to barely repressed excitement is visible. Couple this with the tiny Feb raise (board-led)—it implies they knew the proof points were weeks away and only needed a tiny bridge to the "Big Deal."

6. CDA Expansion

Confidentiality Agreements are common, but expanding the group after the initial efficacy readout tells you the data room is active. Tier-1 Animal Health companies are likely fighting over the SIRT6 "Naked DNA" rights to fund our Human INDs.

7. The Human Prize (AAO & MASH)

The Animal Health deal is the fuel, but the eye (Glaucoma/AAO Conference), Sarcopenia, and the liver (MASH) are the destination. The SIRT6 variant is the key to a multi-billion dollar human longevity market. We will see progress on Glaucoma this year and may also get progress on the other two programs.

Bottom line

We are in a bit of a speculative vacuum because management is likely knee-deep in Due Diligence. You don't publish a Strategic Outlook when you are in the middle of a deal that could reshape the entire company's 2-year roadmap, or rebaseline the market cap to 2 or 3x today's value based on cash alone.

The next few weeks to few months could be very interesting indeed.

The danger of a $3 billion giant like Altos Labs is a common concern, but in the biotech world, money doesn't always equal speed — and it certainly doesn't equal the same product. While Altos is building a cathedral of science, Genflow is building a fast-track clinic.

This is why Altos’ big budget isn't the threat it seems to be, and may in fact be quite the opposite.

1. The Biological "Speed Trap": Safety vs. Speed

Altos (The Reprogrammers): Altos is focused on Cellular Reprogramming (Yamanaka factors). This is essentially "reformatting the hard drive" of a cell. It is incredibly powerful but carries a significant risk of oncogenesis (inducing cancer) if not controlled perfectly. Because of this, their regulatory path is grueling. They likely won't be in human trials for years.

Genflow (The Repairmen): SIRT6 doesn't "reprogram" the cell; it simply repairs the DNA the cell already has. It’s like patching the software instead of reinstalling the OS. Because SIRT6 is a naturally occurring human enzyme, the safety profile is inherently superior. This allows Genflow to move through trials (like the dog SLAB trial) much faster.

2. Target Market: The "Pet Proving Ground"

Altos is almost exclusively focused on high-end human rejuvenation. They have no public interest in the veterinary market.

Genflow’s Strategy - By targeting dogs first, Genflow hits revenue in 2-3 years. Altos is looking at a 10-15 year research-to-revenue pipeline. Even if Altos has billions, they cannot buy their way past the biological aging process of a human clinical trial. Genflow is gaming the system by using dogs to get to market first.

3. The Acquisition Paradox

In biotech, a big competitor is often your best future customer.

Altos is a Platform. They need specific "payloads" (the actual genes) to put into their rejuvenation system.

If Genflow proves that their Centenarian SIRT6 is the most effective and safest repair gene on the market, Altos (or a competitor like Merck or Pfizer) may find it cheaper to simply buy Genflow for £500m rather than spend $1B trying to replicate their patent-protected SIRT6 variant.

Summary: Why Altos Actually Helps

The real danger for a small company isn't competition; it's irrelevance. Altos Labs spending billions to prove that aging is a disease makes Genflow’s mission mainstream. Altos is the Tesla of longevity—they made the category famous—but Genflow is trying to be the specialized battery tech (SIRT6) that everyone eventually needs to buy.

Seems they have picked it up from this New York Times article

https://www.nytimes.com/2026/04/27/magazine/cell-rejuventation-biotech-longevity-research-altos-labs.html

Behind a paywall but...

The NYT Article is a Catalyst for Genflow

The Times piece doesn't just talk about living longer, it focuses specifically on Cellular Rejuvenation Programming. This is the exact "language" Genflow speaks.

The article features Steve Horvath (now at Altos, but a name Eric Leire mentions constantly). By explaining to millions of readers that "Aging can now be measured with a clock," the NYT has done the hard work of educating the market. When Genflow drops the UCLA Methylation Clock RNS, the audience will already be primed to understand that a reversal in that clock is the holy grail of biotech.

The Safety Switch Narrative

The article highlights the first human trials of rejuvenation (ER 100) and the importance of "safety switches" like doxycycline to turn the rejuvenation process on and off.

As you no doubt know, Genflow’s SIRT6 approach is naturally safer because it doesn’t involve "reprogramming" cells back to a stem-cell state (which can cause tumors). It simply repairs the DNA they already have. The NYT article highlights the risks of Altos’ method, which makes Genflow’s safer SIRT6 approach look even more attractive by comparison.

The "Altos Effect" on GENF Liquidity

The "Altos vs. Genflow" Comparison: Investors who read about Altos but realize they cannot buy shares in a private company like Altos will look for Publicly Listed Rejuvenation Stocks. A simple search for "SIRT6 rejuvenation" or "epigenetic clock biotech" leads directly to Genflow. This creates that "Media Lag" wave of new buyers you were anticipating.

The game is a massive pharma buyout. The NYT article confirms this by stating that rejuvenation is no longer "science fiction" but a "manufacturing process." When the New York Times starts calling longevity a systems biology manufacturing challenge, Big Pharma (Merck, UCB, Pfizer) starts feeling the "FOMO" (Fear Of Missing Out).

The NYT has set the stage. Altos Labs has provided the glamour. Now, Genflow just needs to provide the UCLA Data. If the RNS shows that the beagles' Horvath Clock reversed, you aren't just holding a small-cap biotech; Genflow is the only publicly traded, liquid play on the exact technology the New York Times just told the world is the future of medicine.

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