EXAI
Exscientia Plc
stock NASDAQ

Ok so been digging into MindWalk Holdings (HYFT) a bit, this is the company that used to be ImmunoPrecise Antibodies before they rebranded. The whole switch pretty much confirms they’re going all in on this Bio-native AI thing…mixing AI models with lab work and multi-omics data to speed up drug discovery. kinda like Absci or Schrödinger but smaller and way cheaper right now
They got their LensAI and HYFT tech running together with their own labs which is pretty rare. apparently they’ve already pushed a bunch of biologic candidates forward and their success rate on the B-cell side looks strong. feels like they’re trying to turn this into more of a platform play with SaaS and partnerships instead of just contract research. Latest quarter was actually solid. around 7.6M revenue which is like 40 something percent growth year over year and their losses came down quite a bit.
They also boosted the balance sheet with a big asset sale so they’re not running on fumes or anything. company’s based in Austin now with around 80ish employees from what I saw stuff to watch going forward…just hired a new chief business officer so maybe that helps them get more deals. they’ve got a GLP-1 program in the works which obviously is a hot space. and if even one big pharma decides to adopt their platform that could change the whole valuation story fast.
there’s also talk about SaaS revenue kicking in more which would help margins a lot when you compare HYFT to companies like ABSI EXAI SDGR it really does look cheap relative to the tech stack they actually have.
feels like market hasn’t caught up to the rebrand and what they’re trying to build anyone else following HYFT and got thoughts on how legit their AI platform really is?

Ok so been digging into MindWalk Holdings (HYFT) a bit, this is the company that used to be ImmunoPrecise Antibodies before they rebranded. The whole switch pretty much confirms they’re going all in on this Bio-native AI thing…mixing AI models with lab work and multi-omics data to speed up drug discovery. kinda like Absci or Schrödinger but smaller and way cheaper right now
They got their LensAI and HYFT tech running together with their own labs which is pretty rare. apparently they’ve already pushed a bunch of biologic candidates forward and their success rate on the B-cell side looks strong. feels like they’re trying to turn this into more of a platform play with SaaS and partnerships instead of just contract research. Latest quarter was actually solid. around 7.6M revenue which is like 40 something percent growth year over year and their losses came down quite a bit.
They also boosted the balance sheet with a big asset sale so they’re not running on fumes or anything. company’s based in Austin now with around 80ish employees from what I saw stuff to watch going forward…just hired a new chief business officer so maybe that helps them get more deals. they’ve got a GLP-1 program in the works which obviously is a hot space. and if even one big pharma decides to adopt their platform that could change the whole valuation story fast.
there’s also talk about SaaS revenue kicking in more which would help margins a lot when you compare HYFT to companies like ABSI EXAI SDGR it really does look cheap relative to the tech stack they actually have.
feels like market hasn’t caught up to the rebrand and what they’re trying to build anyone else following HYFT and got thoughts on how legit their AI platform really is?