AI BIOTECH ENVEDA DOUBLES VALUATION TO $2B Enveda has raised new funding led by Catalio Capital alongside Iconiq, doubling its valuation to $2 Billion. The company uses AI to discover drugs from plants and microbes and has produced 17 candidates since 2019, including pills targeting post-GLP-1 weight maintenance, atopic dermatitis and inflammatory bowel disease.

A biotech partnership is using AI to hunt for a drug that protects muscle from the very treatments meant to help people lose weight. #longevity# #geroscience# #biotech# #AI# #muscle# @yuvabiosciences

5 BIOTECH STOCKS I’M WATCHING Biotech is all about clinical catalysts, cash runway, regulatory progress and execution. These 5 have very different stories, but all have developments worth tracking: $ABCL at $12.63 Platform + pipeline. ABCL635 delivered positive Phase 2 data, while new T-cell engager collaborations with Jazz and Vertex added significant upfront cash and milestone optionality. The next question is whether AbCellera can turn platform validation into multiple valuable clinical assets. $RXRX at $3.83 AI-driven drug discovery. The thesis remains centered on using large-scale biology + AI to accelerate drug development. Multiple clinical programs and pharma partnerships provide catalysts, but cash burn and the ability to translate the platform into successful medicines remain key risks. $PRME at $3.12 Prime Editing + clinical validation. PM577a is moving into a global Phase 1/2 program for Wilson disease, while PM359 and PM647 provide additional clinical catalysts. The big question is whether Prime Editing can demonstrate meaningful human efficacy at scale. $ALT at $3.25 Pemvidutide is now moving into Phase 3 for MASH following positive Phase 2b data. ALT also reported positive Phase 2 AUD data and completed enrollment in its ALD study. The company ended Q2 with $519M in cash, giving it substantial runway for development. $HELP at $12.37 Formerly Cybin, HELP is developing novel serotonergic agonists for mental-health conditions. HLP003 is in Phase 3 for adjunctive MDD and has FDA Breakthrough Therapy Designation, while HLP004 is in Phase 2 for generalized anxiety disorder. Phase 3 execution and upcoming clinical data are the major catalysts. I’m watching across all 5 Clinical data → Regulatory progress → Cash runway → Dilution → Commercial potential These are high-risk biotech names, and a promising platform doesn’t automatically translate into an approved or commercially successful drug. $ABCL $RXRX $PRME $ALT $HELP Biotech could become a very interesting part of the portfolio over the next few years — but position sizing and patience matter. NFA. DYOR.

Longevity biotech is now a market. The Longevity Biotech Report 2026 tracks 3,036 assets across 781 companies and projects a $617BN annual market by 2045. Read it here: Sponsored by MuseCell Innovations: #LongevityBiotech#