US Market News
5日前
The Quantum Sector Hits an Inflection Point: Federal Money, Real Milestones, and a Security Race Running in ParallelJuly 6, 2026 8:45 AM
PR Newswire (US) A wave of government funding, hardware progress, and looming encryption deadlines has turned quantum from a lab curiosity into one of the most closely watched corners of the market in 2026, spanning computing hardware and the cybersecurity built to survive it.VANCOUVER, BC, July 6, 2026 /PRNewswire/ -- USA News Group News Commentary, For years, quantum computing lived mostly in research papers and conference keynotes. In 2026 it has become something harder to ignore: a sector with federal capital behind it, a string of technical milestones on the board, and a parallel race to rebuild the world's encryption before quantum machines can break it. The result is one of the most polarizing themes in the market, real scientific progress on one side, valuations that assume a commercial payoff still years away on the other. Below is a look at where the sector stands and a handful of the public companies operating across its very different lanes, from computing hardware to post-quantum security, including QSE - Quantum Secure Encryption Corp. (CSE: QSE) (OTCQB: QSEGF) (FSE: VN8). Key TakeawaysWashington has moved from rhetoric to capital, with the U.S. Department of Commerce announcing roughly $2 billion in quantum funding under the CHIPS and Science Act in May 2026, followed by a pair of executive orders on June 22, 2026 setting hard agency timelines for quantum hardware and cryptographic defense.The pure-play computing names, including IonQ, Rigetti, and D-Wave, pursue fundamentally different architectures, while big-cap programs at IBM and Alphabet carry the frontier with far deeper balance sheets.A separate but related lane, post-quantum security, is racing against fixed regulatory deadlines as organizations prepare to migrate encryption before quantum machines can break it.Names operating across these lanes include QSE - Quantum Secure Encryption Corp. (CSE: QSE), IonQ (NYSE: IONQ), Rigetti Computing (Nasdaq: RGTI), D-Wave Quantum (NYSE: QBTS), and IBM (NYSE: IBM), each distinct, each at a different scale, and none a proxy for any other.Washington Puts Money Behind the ThemeThe clearest signal that quantum has moved from speculation toward strategic priority came from the federal government. In May 2026, the U.S. Department of Commerce announced approximately $2 billion in funding for the quantum industry under the CHIPS and Science Act, with several companies set to receive direct funds in exchange for equity stakes. The announcement sent quantum stocks sharply higher across the board, even for companies not named as direct recipients.The following month, on June 22, 2026, a pair of executive orders turned that broad funding narrative into a structured federal timeline. One directive targets national quantum computing and sensing capabilities, coordinating multiple agencies to deliver a science-enabling quantum computer to a Department of Energy facility later this decade. A second focuses on cryptographic defense, directing federal agencies to begin migrating high-value systems to post-quantum cryptography. For a sector where nearly every pure-play company still burns cash, the alignment of federal policy behind its success has put a floor under valuations that pure speculation never could.The Computing Race: Different Bets on the Same FutureOne fact matters more than any single stock: no one yet knows which quantum architecture will scale best. That uncertainty is the defining feature of the sector, and it is why the public companies pursuing quantum computing look so different from one another.IonQ (NYSE: IONQ) is the largest pure-play by revenue and the name many institutions reach for first. It builds trapped-ion systems prized for high fidelity and long qubit coherence, and it has pushed into quantum networking as a hedge on where near-term revenue may come from. Its business rests on hardware plus partnerships with major cloud platforms and government programs.Rigetti Computing (Nasdaq: RGTI) takes the superconducting path, building modular chips optimized for scalability and selling access to its systems through the cloud. The company has pursued a government-contract-first strategy and signed a letter of intent with the Department of Commerce for a proposed award of up to $100 million over three years under the CHIPS Act build-out.D-Wave Quantum (NYSE: QBTS) occupies a distinct position, having built its business on quantum annealing, a specialized technique well suited to optimization problems rather than universal gate-based computing. It has more recently added a gate-model platform, giving it two fundamentally different approaches under one roof.IBM (NYSE: IBM) and Alphabet (Nasdaq: GOOGL) anchor the big-cap end of the field, where quantum is upside rather than survival. IBM has published one of the most detailed roadmaps in the industry, targeting a demonstration of quantum advantage by the end of 2026 and a large-scale, fault-tolerant system it calls Starling by 2029. Alphabet's Google Quantum AI drew wide attention with error-correction progress on its Willow chip. Both carry the balance sheets to keep pushing regardless of near-term commercial results.The Other Half of the Story: Securing the Quantum EraRunning alongside the computing race is a second, less flashy contest with a firmer deadline: replacing the encryption that protects nearly all sensitive data today before quantum machines grow powerful enough to break it. The concern is not hypothetical. Security researchers describe a "harvest now, decrypt later" dynamic, in which encrypted data is captured today on the expectation it can be unlocked once the technology matures.The regulatory calendar has sharpened that concern. In August 2024, the National Institute of Standards and Technology finalized its first three post-quantum cryptography standards, and the U.S. National Security Agency's CNSA 2.0 framework sets a phased timeline for national security systems to adopt quantum-safe algorithms over the balance of the decade. Those deadlines have turned what was long a strategy-document abstraction into an operational project for enterprises and governments alike.That is the lane QSE - Quantum Secure Encryption Corp. (CSE: QSE) (OTCQB: QSEGF) (FSE: VN8) operates in. The Canadian company describes itself as a post-quantum cybersecurity firm focused on quantum-resilient data protection, identity security, secure storage, and cryptographic migration readiness. In March 2026 it launched QPA v2, an enterprise platform designed to help organizations assess where their encryption is exposed, inventory cryptographic dependencies, and plan a migration to quantum-safe standards. Other names positioned across the post-quantum security stack include established security vendors and specialists such as Arqit Quantum (Nasdaq: ARQQ), alongside larger platform players. As with the computing names, these companies operate at very different scales and pursue different models.The Case for CautionFor all the momentum, the quantum sector remains among the most speculative corners of the market. The industry still operates in what researchers call the NISQ era, noisy intermediate-scale quantum, where today's leading systems top out in the low hundreds to low thousands of physical qubits and require aggressive error correction. There is still no commercial killer application running at scale on quantum hardware, and useful chemistry, cryptography, and optimization workloads at scale remain a late-decade story by most estimates.The financial profile reflects that. Pure-play quantum companies trade at extreme valuations relative to minimal revenue, regularly raise equity to fund research, and expose shareholders to dilution and steep volatility. Architectures can go obsolete if a rival reaches fault-tolerance first. Government funding has put a floor under the sector, but policy is a tailwind, not a guarantee, and execution against technical roadmaps remains the ultimate test. For most risk-aware investors, the takeaway from the analysts covering the space is consistent: treat quantum as a small, diversified, long-horizon position rather than a sure thing.The Bottom LineQuantum in 2026 is a sector finally backed by real money and real milestones, and still years from proving its commercial thesis. The computing names are placing different architectural bets on the same uncertain future, the big-cap programs are funding the frontier, and a parallel security race is running against fixed deadlines that do not depend on any single company succeeding. For investors watching the theme, the sector rewards breadth and patience over conviction in any one name, and the next checkpoints, hardware milestones, funded roadmaps hitting their dates, and enterprise adoption of post-quantum tools, are the markers worth watching from here.SIGNAL OVER NOISESignal over noise. Quantum-computing and cybersecurity headlines move fast, and the crowd often moves first. Eagle Eye is a real-time investor signal-intelligence platform that surfaces sentiment shifts, news flow, and trending tickers as they happen, so you see the move forming instead of reading about it later. See it at eagle-eye.dev.CONTACTUSA News Group
info@usanewsgroup.comSOURCES[1] U.S. Department of Commerce quantum funding under the CHIPS and Science Act, announced May 2026; contemporaneous market coverage, 2026.
[2] Executive orders on national quantum capabilities and cryptographic defense, signed June 22, 2026; contemporaneous coverage, 2026.
[3] IBM Quantum roadmap and corporate disclosures, 2025-2026.
[4] QSE - Quantum Secure Encryption Corp. (CSE: QSE), corporate disclosures and news releases, 2026, including the QPA v2 launch dated March 31, 2026.
[5] IonQ, Inc. (NYSE: IONQ); Rigetti Computing, Inc. (Nasdaq: RGTI); D-Wave Quantum Inc. (NYSE: QBTS); Arqit Quantum Inc. (Nasdaq: ARQQ), corporate disclosures and market data, 2026.DISCLAIMERNothing in this publication should be considered as personalized financial advice. We are not licensed under securities laws to address your particular financial situation. No communication by our employees to you should be deemed as personalized financial advice. Please consult a licensed financial advisor before making any investment decision. This is a paid advertisement and is neither an offer nor recommendation to buy or sell any security. We hold no investment licenses and are thus neither licensed nor qualified to provide investment advice. The content in this report or email is not provided to any individual with a view toward their individual circumstances. This article is being distributed for Market IQ Media Group Limited, a company incorporated under the laws of Ireland ("MIQL"), which wholly owns and operates USA News Group. MIQL has previously been paid a fee for QSE - Quantum Secure Encryption Corp. advertising and digital media, which fee has since expired. There may be 3rd parties who may have shares of QSE - Quantum Secure Encryption Corp., and may liquidate their shares which could have a negative effect on the price of the stock. This compensation constituted a conflict of interest as to our ability to remain objective in our communication regarding the profiled company. Because of this conflict, individuals are strongly encouraged to not use this publication as the basis for any investment decision. MIQL and its owner/operators own shares of QSE - Quantum Secure Encryption Corp. acquired through private placement and in the open market, and reserve the right to buy and sell shares of QSE - Quantum Secure Encryption Corp. at any time without any further notice commencing immediately and ongoing. This article is a general overview of the quantum technology sector and is intended for informational and industry-context purposes only. None of the companies named in this article, including QSE - Quantum Secure Encryption Corp., has reviewed, approved, endorsed, commissioned, or is responsible for the content of this article, and nothing herein should be construed as a statement by, or on behalf of, any company mentioned. While all information is believed to be reliable, it is not guaranteed by us to be accurate. Individuals should assume that all information contained in our newsletter is not trustworthy unless verified by their own independent research. Always consult a licensed investment professional before making any investment decision. Be extremely careful, investing in securities carries a high degree of risk; you may likely lose some or all of the investment. All references to companies named in this article are based on those companies' public disclosures, are provided for industry context only, and do not imply any partnership, endorsement, affiliation, or comparable performance.FORWARD-LOOKING STATEMENTS: This publication contains forward-looking statements, including statements regarding the growth of the quantum computing and post-quantum security sectors; government funding and policy timelines; the technology roadmaps, milestones, and commercial prospects of the companies referenced; and the pace of enterprise and government adoption of quantum-safe cryptography. Forward-looking statements are based on current expectations and assumptions and are subject to known and unknown risks and uncertainties, many beyond any company's control, including the technical difficulty of scaling quantum hardware and achieving fault tolerance; the risk that a given architecture is superseded; the substantial capital requirements and dilution risk facing early-stage companies; uncertain timing and terms of government funding; competition from larger and better-capitalized companies; and the pace at which regulatory deadlines translate into commercial demand. Actual results could differ materially from those projected. References to other companies are based on those companies' public disclosures, are provided for industry context only, and do not imply any partnership, endorsement, affiliation, or comparable performance. Except as required by law, none of the companies referenced undertakes any obligation to update any forward-looking statement. View original content to download multimedia:https://www.prnewswire.com/news-releases/the-quantum-sector-hits-an-inflection-point-federal-money-real-milestones-and-a-security-race-running-in-parallel-302818222.html Original: The Quantum Sector Hits an Inflection Point: Federal Money, Real Milestones, and a Security Race Running in Parallel
US Market News
5日前
As AI Models Become Commodities, a Bio-Native AI Company Just Moved to Patent the Data Layer Beneath the ModelsJuly 6, 2026 8:55 AM
PR Newswire (Canada) Issued on behalf of MindWalk Holdings Corp.MindWalk Holdings Corp. (NASDAQ: HYFT) filed a European patent application directed to the high-dimensional biological data architecture beneath its HYFT® Technology, ReefIQ™, and LensAI™, the model-agnostic context layer designed to let AI models and agentic workflows retrieve, compare, and reason over connected, traceable biology in drug discovery.AUSTIN, Texas, July 6, 2026 /CNW/ -- USA News Group News Commentary — A growing consensus in artificial intelligence holds that the models themselves are becoming interchangeable, and that durable advantage is migrating away from the model and toward the proprietary, structured data a model reasons over. On that thesis, MindWalk Holdings Corp. (NASDAQ: HYFT), a Bio-Native AI company, has filed a European patent application directed to the high-dimensional data structures at the core of its HYFT® Technology, moving to protect the enriched biological data layer that its commercial platforms are designed to run on. Key TakeawaysMindWalk Holdings Corp. (NASDAQ: HYFT) filed European patent application No. EP26187897.9, directed to high-dimensional data structures for biological subsequences and property inference, intended to protect the enriched biological representation architecture beneath its HYFT® Technology, ReefIQ™ biological context layer, and LensAI™ reasoning workflows.The filing rests on a thesis gaining traction across life-sciences AI: as frontier models trend toward commodity, durable advantage migrates to the data layer, the structured, domain-specific representation that lets any model or agent retrieve, compare, and reason over biology with traceable context.The application is described as additive to MindWalk's foundational HYFT patent (WO 2020/161344), protecting a distinct computational layer built on the original foundation rather than a re-filing of it, and anchoring a market where spending on AI in drug discovery is projected to grow from roughly US$5 billion in 2026 to more than US$8 billion by 2030, atop more than US$250 billion in annual pharmaceutical R&D.MindWalk is advancing amid broader activity in AI-enabled life sciences, a landscape that includes public names investors track such as Absci (NASDAQ: ABSI), Certara (NASDAQ: CERT), AstraZeneca (NASDAQ: AZN), and NVIDIA (NASDAQ: NVDA), each distinct, and none a proxy for MindWalk.Patenting the Layer Beneath the ModelThe premise behind the filing is that in artificial intelligence, the models are becoming easier to substitute. As frontier systems from competing labs converge on similar capabilities, MindWalk argues the place where lasting advantage accrues is shifting away from the model and toward the proprietary, structured data the model is given to reason over. On June 2026, the Austin-based Bio-Native AI company announced it filed European patent application No. EP26187897.9, directed to high-dimensional data structures for biological subsequences and property inference. The application is intended to protect the enriched biological representation architecture that underpins its HYFT® Technology, its ReefIQ™ biological context layer, and its LensAI™ reasoning workflows."Every AI model eventually becomes easier to substitute; the durable question is what biological context the model runs on," said Jennifer Bath, Ph.D., Chief Executive Officer and President of MindWalk. "In life sciences, the differentiator is not a generic chatbot layer, but the structured representation that lets models and agentic workflows retrieve connected evidence, preserve provenance, and reuse knowledge across programs. This filing is intended to protect aspects of the architecture at the core of HYFT® Technology, where MindWalk believes lasting value in biological AI can compound."The company frames the timing against a clear architectural lesson emerging in agentic AI for life sciences: frontier models alone are not enough. It points to recent public work on scientific agents, including NVIDIA's BioNeMo Agent Toolkit and AstraZeneca's ChatInvent system, as evidence of the need for domain-specific context, structured tool interfaces, provenance, memory, and validation when AI agents are deployed in real scientific workflows.An Additive Layer, Not a Re-FilingThe new application builds on MindWalk's foundational HYFT patent (WO 2020/161344), which established how the company identifies characteristic biological patterns that recur across life and uses them as a searchable language to compare sequences without alignment. According to MindWalk, EP26187897.9 protects a distinct and additive layer, organizing the biological meaning around those patterns into a form that can be reused across the company's infrastructure, customer programs, and AI workflows. The company describes it as the computational layer built on the original foundation, not a re-filing of it.The contrast the company draws with a model-only approach is central to its argument. Large language models are powerful, MindWalk notes, but their learned knowledge is largely embedded in model parameters and can be difficult to inspect, update, or govern in a biological discovery setting. Its architecture is designed to add a separate, biology-aware representation layer that keeps meaningful biological patterns connected to sequence-level, structural, physicochemical, functional, experimental, and literature-derived context in a form that can be retrieved, compared, updated, and reused across workflows, evolving as new biological knowledge is generated rather than requiring every insight to be absorbed into a new model-training cycle.The work targets a persistent obstacle in drug discovery: fragmented data. A single program may generate sequence information, structural context, physicochemical signals, assay results, literature evidence, and historical decisions across different systems and teams. When that context is scattered, MindWalk argues, scientists and AI systems lose information that should remain connected, and the company's architecture is designed instead to keep each meaningful biological pattern tied to the context that explains why it matters."Biology does not live in one file type," said Dirk Van Hyfte, M.D., Ph.D., Chief Technology Officer of MindWalk. "Sequence, structure, physicochemical behavior, function, evidence, and literature all need to stay connected for AI systems to be useful in discovery. Through this filing, we are seeking to protect the layer that keeps those biological connections organized, accessible, and usable as discovery work moves between AI models, software tools, and human scientific teams."From Architecture to Active ProgramsMindWalk says it has begun to demonstrate the approach in active programs, with results the company is careful to frame as preclinical. In dengue, the company has reported preclinical binding-level data in which a HYFT®-identified target informed immunogen design and generated antibodies that bound across antigens from all four dengue serotypes in two independent campaigns. In influenza, MindWalk has disclosed a HYFT®-defined functional constraint observed across broad influenza A and B datasets, including human, avian, swine-associated, Victoria, and Yamagata backgrounds. These programs remain preclinical, and the company states that additional studies are required to assess neutralization, safety, durability, clinical translation, regulatory path, and commercial potential.The approach reflects what MindWalk calls its functional and evolutionary-constraint thesis: that recurring biological patterns often persist because they are tied to function, structure, binding, immune recognition, or evolutionary fitness. By representing those patterns together with their surrounding context, the company aims to give AI systems a more organized and traceable basis for reasoning over biology.The Commercial Layer and Why It Matters to InvestorsReefIQ™ and LensAI™ are the commercial expression of this representation strategy. The company states that LensAI™ is in contracted, recurring arrangements with life-sciences customers today, and that the filing is intended to protect a layer those deployments can build on as data and program experience accumulate. In MindWalk's framing of the stack, HYFT® identifies biologically meaningful pattern anchors, ReefIQ™ organizes customer and program data around those anchors as governed biological context, and LensAI™ operates over that context to support target discovery, candidate diligence, hypothesis generation, and portfolio decision support.That data layer also anchors a large and growing market. By the company's cited third-party estimates, spending on AI in drug discovery is projected to grow from approximately US$5 billion in 2026 to more than US$8 billion by 2030, atop the more than US$250 billion the pharmaceutical industry invests in research and development each year. Those figures are third-party projections that may prove inaccurate, and the company presents them as context. For investors, MindWalk frames the filing as support for a strategy of building value beyond any single AI model, with the durable asset being the biology-aware representation layer itself, a model-agnostic infrastructure asset the company believes can become more valuable as more programs, evidence, and customer data are connected to it.The Public Companies Around AI-Enabled Drug DiscoveryMindWalk is a Bio-Native AI company pursuing an infrastructure strategy and is not directly comparable to the names below. These comparisons are for industry context only; each company pursues a different technology and business model, several are far larger or further along, and none is a proxy for MindWalk or implies any partnership or comparable performance.Absci (NASDAQ: ABSI) is a clinical-stage biopharmaceutical company that applies generative AI and synthetic biology to design antibody therapeutics, pairing AI models with high-throughput wet-lab validation. Absci illustrates the AI-native, model-plus-wet-lab end of drug discovery, a different approach to the shared goal of making AI useful in real biological workflows.Certara (NASDAQ: CERT) provides biosimulation and model-informed drug-development software used across pharmaceutical R&D. As an established software-and-services provider to drug developers, Certara offers a view of the software-infrastructure layer of the industry that platform-stage companies are working within.AstraZeneca (NASDAQ: AZN), a global biopharmaceutical company, has publicly detailed agentic-AI work in discovery, including the ChatInvent system referenced in connection with MindWalk's filing. AstraZeneca represents the large-pharma end of the spectrum, where major developers are building and deploying agentic AI inside real discovery workflows.NVIDIA (NASDAQ: NVDA) supplies much of the compute and software infrastructure behind modern AI, including life-sciences tools such as its BioNeMo Agent Toolkit referenced in connection with the filing. NVIDIA illustrates the compute-and-tooling foundation on which AI-enabled discovery, including the kind of agentic workflows MindWalk describes, is being built.The Bottom LineA patent application is a beginning, not a guarantee. European examination can narrow or reject claims, and the scope, issuance, enforceability, and competitive value of any patent that ultimately issues remain open questions the company itself flags, alongside the preclinical status of its dengue and influenza programs. But the strategic signal is coherent: in a world where AI models are trending toward commodity, MindWalk is betting that lasting value in life-sciences AI lives in the structured biological data underneath, and it is moving to protect its version of that layer at the architectural root. For investors tracking where durable advantage accrues as the AI buildout matures, MindWalk's filing is a concrete data point, with the patent's prosecution, customer adoption, and revenue trajectory the markers worth watching from here.SIGNAL OVER NOISESignal over noise. Biotech, artificial-intelligence, and drug-discovery headlines move fast, and the crowd often moves first. Eagle Eye is a real-time investor signal-intelligence platform that surfaces sentiment shifts, news flow, and trending tickers as they happen, so you see the move forming instead of reading about it later. See it at eagle-eye.dev.CONTACTUSA News Group
info@usanewsgroup.comSOURCES[1] MindWalk Holdings Corp., "MindWalk (NASDAQ: HYFT) Files Patent for High-Dimensional Biological Data Architecture Powering AI Drug Discovery" (Business Wire, AUSTIN, Texas, 2026; European patent application No. EP26187897.9; HYFT®, ReefIQ™, LensAI™; foundational HYFT patent WO 2020/161344).[2] Absci Corporation (NASDAQ: ABSI), corporate and clinical disclosures, 2026.[3] Certara, Inc. (NASDAQ: CERT), corporate disclosures, 2026.[4] AstraZeneca PLC (NASDAQ: AZN), corporate disclosures; ChatInvent agentic system described in He J, Lai H, Saigiridharan L, Ghiandoni GM, et al., "Democratising real-world drug discovery through agentic AI," Drug Discovery Today, 2026.[5] NVIDIA Corporation (NASDAQ: NVDA), corporate disclosures; BioNeMo Agent Toolkit, NVIDIA Developer Blog, 2026.[6] AI-in-drug-discovery market estimates (Fortune Business Insights; Astute Analytica) and pharmaceutical R&D spending (Fierce Biotech; Statista), cited for context.DISCLAIMERNothing in this publication should be considered as personalized financial advice. We are not licensed under securities laws to address your particular financial situation. No communication by our employees to you should be deemed as personalized financial advice. Please consult a licensed financial advisor before making any investment decision. This is a paid advertisement and is neither an offer nor recommendation to buy or sell any security. We hold no investment licenses and are thus neither licensed nor qualified to provide investment advice. The content in this report or email is not provided to any individual with a view toward their individual circumstances. This article is being distributed by USA News Group on behalf of Market IQ Media Group Limited, a company incorporated under the laws of Ireland ("MIQL"). MIQL has been paid a fee for MindWalk Holdings Corp. advertising and digital media from Creative Direct Marketing Group ("CDMG"). There may be 3rd parties who may have shares of MindWalk Holdings Corp., and may liquidate their shares which could have a negative effect on the price of the stock. This compensation constitutes a conflict of interest as to our ability to remain objective in our communication regarding the profiled company. Because of this conflict, individuals are strongly encouraged to not use this publication as the basis for any investment decision. MIQL and its owner/operators do not own any shares of MindWalk Holdings Corp., but reserve the right to buy and sell shares of MindWalk Holdings Corp. at any time without any further notice commencing immediately and ongoing. We also expect further compensation as an ongoing digital media effort to increase visibility for the company, no further notice will be given, but let this disclaimer serve as notice that all material, including this article, which is disseminated by MIQL has been reviewed and approved on behalf of MindWalk Holdings Corp. by CDMG. While all information is believed to be reliable, it is not guaranteed by us to be accurate. Individuals should assume that all information contained in our newsletter is not trustworthy unless verified by their own independent research. Always consult a licensed investment professional before making any investment decision. Be extremely careful, investing in securities carries a high degree of risk; you may likely lose some or all of the investment.FORWARD-LOOKING STATEMENTS: This publication contains forward-looking statements, including statements regarding European patent application No. EP26187897.9 and the prosecution, scope, issuance, enforceability, and competitive value of any patent that may issue; the possibility that claims may be narrowed, rejected, or successfully challenged; the role of the patented architecture in HYFT® Technology, ReefIQ™, the biological representation, and the LensAI™ platform; risks that preclinical results described, including the dengue binding-level data and the influenza functional-constraint findings, may not be reproduced and may not translate into neutralization, safety, efficacy, durability, or clinical or commercial success, and that these programs remain preclinical and subject to substantial further study; the size, growth, and addressability of the markets referenced, which are based on third-party estimates that may prove inaccurate; the pace and degree of customer and market adoption; the technical performance of AI-based discovery methods; competition; regulatory determinations; and capital-markets conditions. Additional information is available in MindWalk's Annual Report on Form 20-F and other filings on SEDAR+ (sedarplus.ca) and EDGAR (sec.gov/edgar). Except as required by law, MindWalk undertakes no obligation to update any forward-looking statement. References to other companies are based on those companies' public disclosures, are provided for industry context only, and do not imply any partnership, endorsement, affiliation, or comparable performance. HYFT® is a registered trademark, and LensAI™ and ReefIQ™ are trademarks, of MindWalk Holdings Corp. or its subsidiaries.Logo - https://mma.prnewswire.com/media/2838876/5656770/USA_News_Group_Logo.jpg View original content:https://www.prnewswire.com/news-releases/as-ai-models-become-commodities-a-bio-native-ai-company-just-moved-to-patent-the-data-layer-beneath-the-models-302818260.html Original: As AI Models Become Commodities, a Bio-Native AI Company Just Moved to Patent the Data Layer Beneath the Models
US Market News
4月前
Koselugo est homologué au Canada pour le traitement des neurofibromes plexiformes chez les adultes atteints de neurofibromatose de type 1March 9, 2026 8:05 AM
PR Newswire (Canada)
Homologation fondée sur les résultats de l'étude de phase III KOMET, qui a démontré un taux de réponse objective de 20 % pour la réduction de la taille de la tumeurMISSISSAUGA, ON, le 9 mars 2026 /CNW/ - Koselugo (sélumétinib), un inhibiteur par voie orale sélectif de MEK commercialisé par Alexion, la division des maladies rares d'AstraZeneca, a été homologué au Canada pour le traitement des adultes atteints de neurofibromatose de type 1 (NF1) présentant des neurofibromes plexiformes (NP) symptomatiques inopérables1.
L'homologation de Santé Canada repose sur les résultats positifs de l'étude KOMET, la plus importante et la seule étude internationale de phase III contrôlée par placebo dans cette population de patients. Les données ont été présentées lors du congrès annuel de 2025 de l'American Society of Clinical Oncology (ASCO), puis publiées dans The Lancet2.La NF1 est une maladie génétique évolutive rare dont le diagnostic est habituellement établi durant la petite enfance, mais qui évolue souvent à l'âge adulte et peut se répercuter sur tout système organique3,4. Jusqu'à 50 % des personnes atteintes de NF1 peuvent contracter un type de tumeurs bénignes appelées NP, qui peuvent toucher le cerveau, la moelle épinière et les nerfs4,5. Les NP peuvent apparaître plus tard dans la vie et éventuellement prendre une taille imposante, ce qui cause de la douleur, une défiguration et une faiblesse musculaire, entre autres symptômes incapacitants4,5.Selon Ryan Thomas, M.D., médecin de famille au Scarborough Academic Family Health Centre et clinicien adjoint à l'Elisabeth Raab Neurofibromatosis Clinic du Réseau universitaire de santé de Toronto : « Les adultes canadiens atteints de NF1 qui présentent des NP symptomatiques inopérables disposent désormais d'une option thérapeutique précieuse au-delà de l'enfance. L'homologation du sélumétinib comble une importante lacune au chapitre des soins et offre un nouvel espoir dans ce domaine ». Selon Sarah Lapointe, M.D., professeure agrégée au Département de neurosciences de l'Université de Montréal et neuro-oncologue au Centre hospitalier de l'Université de Montréal (CHUM) : « Les cliniciens qui traitent des adultes atteints de NF1 se sont longtemps butés aux limites des soins de soutien liés aux neurofibromes plexiformes, qui peuvent entraîner de la douleur sévère, une réduction de la mobilité et des répercussions fonctionnelles majeures. En tant que premier traitement général ayant la capacité éprouvée de ralentir la croissance des NP, le sélumétinib constitue une innovation transformatrice pour les patients. Cette homologation offre un espoir réel d'améliorer la maîtrise des symptômes et la qualité de vie des adultes canadiens qui avaient jusque-là très peu d'options thérapeutiques ».Selon Désirée Sher, directrice générale de la Tumour Foundation of BC : « L'homologation du sélumétinib chez les adultes par Santé Canada représente un grand pas en avant. Elle offre une option thérapeutique efficace aux personnes atteintes de neurofibromes plexiformes symptomatiques inopérables. Nous célébrons ce jalon et l'espoir qu'il apporte aux adultes de la communauté de NF1, qui attendent depuis nombre d'années une avancée significative dans la prise en charge de leur maladie ». Selon Gabrielle Labonté, directrice générale de l'Association de la neurofibromatose du Québec : « L'homologation du sélumétinib chez les adultes atteints de NF1 constitue une avancée majeure pour la communauté québécoise et répond à un important besoin non comblé chez les adultes touchés par la maladie. Déjà utilisé chez les enfants, ce traitement a une grande incidence dans la communauté depuis longtemps, et son homologation chez les adultes était très attendue. Ce jalon représente un grand progrès dans les soins et pourrait contribuer à améliorer la qualité de vie des adultes atteints de NF1 ».Enfin, selon Karen Heim, vice-présidente et directrice générale d'Alexion Canada : « Alexion est déterminé à mettre au point des médicaments novateurs pour les patients dont les besoins demeurent non comblés. Grâce à cette homologation, une option thérapeutique est désormais offerte au Canada aux enfants et aux adultes atteints de NF1 avec NP. Koselugo a récemment été inscrit à la liste commune des médicaments de la Stratégie nationale visant les médicaments pour le traitement des maladies rares, ce qui témoigne de son incidence sur les personnes atteintes de cette maladie rare ».Lors de l'analyse principale de l'étude, Koselugo a démontré un taux de réponse objective (TRO) statistiquement significatif de 20 % (n = 14/71, IC à 95 % : 11,2 à 30,9) par rapport à 5 % pour le placebo (n = 4/74, IC à 95 % : 1,5 à 13,3; p = 0,01) au cycle 16. Après 12 cycles, les patients recevant un placebo sont passés à Koselugo et ceux qui recevaient déjà Koselugo ont poursuivi ce traitement pendant 12 cycles supplémentaires2.Dans le cadre de l'étude de phase III KOMET, le profil d'innocuité de Koselugo correspondait au profil connu du médicament et à son utilisation établie chez les enfants2. Koselugo est homologué depuis peu aux États-Unis, au sein de l'Union européenne, au Japon et dans d'autres pays pour le traitement des adultes atteints de NF1 présentant des NP symptomatiques inopérables, d'après les données de l'étude de phase III KOMET, alors que d'autres examens réglementaires sont en cours.Pour des renseignements importants sur l'innocuité, veuillez consulter la monographie de produit de Koselugo.RemarquesNF1
La NF1 est une maladie génétique rare et évolutive causée par une mutation spontanée ou héréditaire du gène NF13,4. La NF1 est associée à divers symptômes comme des masses molles sur ou sous la peau (neurofibromes cutanés). Chez une proportion maximale de 50 % des patients, des tumeurs appelées neurofibromes plexiformes (NP) apparaissent sur les gaines nerveuses4,5. Ces NP peuvent entraîner des symptômes cliniques comme une défiguration, une dysfonction motrice, de la douleur, une dysfonction des voies respiratoires, un déficit visuel et une dysfonction vésicale ou intestinale4,5.Étude KOMET
L'étude KOMET est une étude internationale multicentrique de phase III, à répartition aléatoire, à double insu et contrôlée par placebo visant à évaluer l'efficacité et l'innocuité de Koselugo chez des adultes atteints de NF1 présentant des NP symptomatiques inopérables. Elle comptait 145 adultes de 13 pays de l'Amérique du Nord, de l'Amérique du Sud, de l'Europe, de l'Asie et d'Australie. Les caractéristiques initiales des participants, dont le genre et la distribution des NP, correspondaient à celles de la population mondiale de patients adultes atteints de NF1. Les patients recrutés ont été répartis au hasard pour recevoir Koselugo ou un placebo (1:1) pendant 12 cycles de 28 jours. À l'étape du recrutement, les participants devaient avoir reçu un diagnostic de NF1 et avoir au moins un NP symptomatique inopérable mesurable au moyen d'une analyse volumétrique par IRM, un score de douleur chronique associée aux NP consigné lors de la sélection, une fonction organique et médullaire adéquate, ainsi qu'une utilisation stable de médicaments contre la douleur chronique associée aux NP2,6.Le critère d'évaluation principal était le taux de réponse objective (TRO) confirmé au cycle 16, selon un examen central indépendant. Le TRO se définit comme le pourcentage de patients présentant une réponse complète confirmée (disparition des NP) ou une réponse partielle (au moins 20 % de réduction du volume tumoral). Parmi les critères d'évaluation secondaires figuraient l'amélioration de la douleur liée aux NP et de la qualité de vie liée à la santé (QdVLS) au cycle 122,6.Après 12 cycles, les patients recevant un placebo sont passés à Koselugo et ceux qui recevaient déjà Koselugo ont poursuivi ce traitement pendant 12 cycles supplémentaires. Les patients qui ont pu terminer 24 cycles de traitement avaient la possibilité de prendre part à une étude de prolongation pour continuer à recevoir Koselugo2,6.Koselugo
Koselugo (sélumétinib) est un inhibiteur des protéines kinases qui bloque l'activité de certaines enzymes (MEK1 et MEK2) intervenant dans la croissance des cellules. Dans la NF1, ces enzymes sont hyperactives et entraînent une croissance anarchique des cellules tumorales, créant ce qu'on appelle des neurofibromes plexiformes (NP). En bloquant ces enzymes, Koselugo ralentit la croissance des cellules tumorales et, par conséquent, celle des NP.Koselugo est homologué aux États-Unis, au sein de l'Union européenne, au Japon, en Chine et dans d'autres pays pour le traitement de certains enfants atteints de NF1 présentant des NP symptomatiques inopérables.Koselugo est homologué aux États-Unis, au sein de l'Union européenne, au Japon et dans d'autres pays pour le traitement des adultes atteints de NF1 présentant des NP symptomatiques inopérables; d'autres examens réglementaires sont en cours.Koselugo s'est vu attribuer le statut de médicament orphelin pour le traitement de la NF1 aux États-Unis, au sein de l'Union européenne, au Japon et dans d'autres pays.Alexion
Alexion, la division des maladies rares d'AstraZeneca, s'emploie à servir les patients et les familles touchés par une maladie rare ou un problème de santé aux conséquences dévastatrices en découvrant, en mettant au point et en commercialisant des médicaments qui changeront leurs vies. Depuis plus de 30 ans, Alexion fait figure de pionnier dans le domaine des maladies rares. L'entreprise a été la première à tirer parti de la complexité biologique du système du complément pour mettre au point des médicaments transformateurs, et continue aujourd'hui encore à diversifier sa réserve de produits en développement. Elle fait appel à tout un éventail de modalités novatrices en vue de combler d'importantes lacunes thérapeutiques dans divers domaines. Soucieuse de venir en aide à un plus grand nombre de personnes atteintes de maladies rares dans le monde, Alexion, membre du groupe AstraZeneca, s'attache à élargir continuellement son assise à l'échelle internationale. Son siège social se trouve à Boston, aux États-Unis.AstraZeneca
AstraZeneca (LSE/STO/NYSE : AZN) est une société biopharmaceutique internationale axée sur la science, qui se consacre à la découverte, à la mise au point et à la commercialisation de médicaments d'ordonnance dans les domaines de l'oncologie, des maladies rares et des produits biopharmaceutiques, y compris les maladies cardiovasculaires, rénales, métaboliques, respiratoires et immunologiques. AstraZeneca est basée à Cambridge, au Royaume-Uni. Ses médicaments innovants sont vendus dans plus de 125 pays et sont utilisés par des millions de patients dans le monde entier. Rendez-vous sur le site www.astrazeneca.ca/fr et suivez l'entreprise sur les réseaux sociaux : @AstraZeneca.RéférencesMonographie de Koselugo (sélumétinib) approuvée par Santé Canada; mars 2026.Chen, AP, et al. KOMET: a phase 3, multicentre, international, randomized, placebo-controlled study to assess the efficacy and safety of selumetinib in adults with neurofibromatosis type 1 and symptomatic, inoperable plexiform neurofibromas. The Lancet. 2025;405(10496):2217-2230.Tamura, R. Current understanding of neurofibromatosis type 1, 2, and schwannomatosis. Int. J. Mol. Sci. 2021;22(11):5850.Hirbe, AC, et al. Neurofibromatosis type 1: a multidisciplinary approach to care. Lancet Neurol. 2014;13:834-843.Bergqvist, C., et al. Neurofibromatosis 1 French national guidelines based on an extensive literature review since 1966. Orphanet J. Rare Dis. 2020;15(1):37.ClinicalTrials.gov. Efficacy and safety of selumetinib in adults with NF1 who have symptomatic, inoperable plexiform neurofibromas (KOMET). Numéro d'identification NCT : NCT04924608. Disponible ici. Consulté en mars 2026.
SOURCE AstraZeneca
Original: Koselugo est homologué au Canada pour le traitement des neurofibromes plexiformes chez les adultes atteints de neurofibromatose de type 1
US Market News
4月前
Koselugo approved in Canada for plexiform neurofibromas in adults with neurofibromatosis type 1March 9, 2026 8:05 AM
PR Newswire (Canada)
Approval based on KOMET Phase III trial results which showed 20% objective response rate in tumour size reductionMISSISSAUGA, ON, March 9, 2026 /CNW/ - Alexion, AstraZeneca Rare Disease's Koselugo (selumetinib), an oral, selective MEK inhibitor, has been approved in Canada for the treatment of adult patients with neurofibromatosis type 1 (NF1) who have symptomatic, inoperable plexiform neurofibromas (PN).1
The approval by Health Canada was based on positive results from KOMET, the largest and only placebo-controlled global Phase III trial in this patient population. Data were presented at the 2025 American Society of Clinical Oncology (ASCO) Annual Meeting and published in The Lancet.2NF1 is a rare, progressive, genetic condition usually diagnosed in early childhood, but often progressing into adulthood, that can impact every organ system.3,4 Up to 50% of people living with NF1 may develop a type of non-malignant tumour called PN that may affect the brain, spinal cord and nerves.4,5 PN may appear later in a person's life and can grow and become large, leading to pain, disfigurement and muscle weakness, among other debilitating symptoms.4,5Ryan Thomas, MD, Family Physician, Scarborough Academic Family Health Centre, and Clinical Associate at the Elisabeth Raab Neurofibromatosis Clinic, University Health Network, Toronto, said: "Adults in Canada living with NF1 who have symptomatic, inoperable PN now have a meaningful treatment option beyond childhood. The approval of selumetinib addresses a significant care gap and offers new hope in this space."Sarah Lapointe, MD, Associate Professor, Department of Neuroscience at Université de Montréal, and Neuro-Oncologist, Centre Hospitalier de l'Université de Montréal (CHUM), said: "Clinicians caring for adults with NF1 have long faced the limits of supportive care for plexiform neurofibromas, which can cause severe pain, reduced mobility and major functional impact. As the first systemic therapy with proven ability to slow PN growth, selumetinib represents a transformative innovation for patients. This approval offers real hope for improved symptom control and better quality of life for adults in Canada who have historically had very limited therapeutic options."Desirée Sher, Executive Director, Tumour Foundation of BC, said: "Health Canada's approval of selumetinib for adults represents an important step forward, offering an effective treatment option to individuals living with symptomatic, inoperable plexiform neurofibromas. We welcome this milestone and the hope it brings for adults in the NF1 community who have waited many years to see meaningful progress in the management of their condition."Gabrielle Labonté, General Manager, Association de la neurofibromatose du Québec, said: "The approval of selumetinib for adults living with NF1 represents a major advancement for the Quebec community and addresses a critical unmet need among adults affected by this condition. This treatment, already used in children, has long generated significant impact within the community, and its approval for adults has been eagerly anticipated. This milestone marks an important advance in care and has the potential to contribute to an enhanced quality of life for adults living with NF1."Karen Heim, Vice President and General Manager, Alexion Canada, said: "Alexion is committed to bringing innovative medicines to patients with unmet need. With this approval, both children and adults living with NF1 PN now have a treatment option available to them in Canada. Koselugo was recently listed on the common drug list under the National Strategy for Drugs for Rare Disease, which is a testament to its impact on those living with this rare disease."In the primary analysis of the trial, Koselugo showed a statistically significant objective response rate (ORR) of 20% (n=14/71, 95% CI: 11.2, 30.9) compared to 5% with placebo (n=4/74, 95% CI: 1.5, 13.3; p=0.01) by cycle 16. After 12 cycles, patients on placebo were switched to Koselugo and patients on Koselugo remained on treatment for an additional 12 cycles.2The safety profile of Koselugo in the KOMET Phase III trial was consistent with its known profile and established use in paediatric patients.2 Koselugo has been recently approved in the US, EU, Japan and other countries for the treatment of adult patients with NF1 who have symptomatic, inoperable PN based on data from the KOMET Phase III trial, and additional regulatory reviews are ongoing.For important safety information, please consult the Koselugo Product Monograph.NotesNF1
NF1 is a rare, progressive, genetic condition that is caused by a spontaneous or inherited mutation in the NF1 gene.3,4 NF1 is associated with a variety of symptoms, including soft lumps on and under the skin (cutaneous neurofibromas) and, in up to 50% of patients, tumours called plexiform neurofibromas (PN) may develop on the nerve sheaths.4,5 These PN can cause clinical issues such as disfigurement, motor dysfunction, pain, airway dysfunction, visual impairment and bladder or bowel dysfunction.4,5KOMET
KOMET is a global Phase III randomized, double-blind, placebo-controlled, multicentre trial designed to evaluate the efficacy and safety of Koselugo in adults with NF1 who have symptomatic, inoperable PN. The trial enrolled 145 adults from 13 countries across North America, South America, Europe, Asia and Australia, with participants' baseline characteristics, including gender and distribution of PN, reflective of the global adult NF1 patient population. Patients were enrolled and randomized to receive Koselugo or placebo (1:1) for 12 28-day cycles. Participants were required to have diagnosis of NF1, at least one symptomatic, inoperable PN measurable by volumetric MRI analysis, chronic PN pain score documented during screening, adequate organ and marrow function and stable chronic PN pain medication use at enrolment.2,6The primary endpoint is confirmed objective response rate (ORR) by cycle 16 as assessed by ICR. ORR is defined as the percentage of patients with confirmed complete response (disappearance of PNs) or partial response (at least 20% reduction in tumour volume). Secondary endpoints include improved PN-related pain and health-related quality of life (HRQoL) at cycle 12.2,6After 12 cycles, patients on placebo were switched to Koselugo and patients on Koselugo remained on treatment for an additional 12 cycles. Patients who had the opportunity to complete 24 cycles of treatment have the option to participate in a long-term extension period and continue to receive Koselugo.2,6Koselugo
Koselugo (selumetinib) is a kinase inhibitor that blocks specific enzymes (MEK1 and MEK2), which are involved in stimulating cells to grow. In NF1, these enzymes are overactive, causing tumour cells to grow in an unregulated way creating so-called plexiform neurofibromas (PN). By blocking these enzymes, Koselugo slows down the growth of tumour cells and, therefore, the PN growth.Koselugo is approved in the US, EU, Japan, China and other countries for the treatment of certain paediatric patients with NF1 who have symptomatic, inoperable PN.Koselugo is approved in the US, EU, Japan and other countries for the treatment of adult patients with NF1 who have symptomatic, inoperable PN, and additional regulatory reviews are ongoing.Koselugo has been granted Orphan Drug Designation in the US, EU, Japan and other countries for the treatment of NF1.Alexion
Alexion, AstraZeneca Rare Disease, is focused on serving patients and families affected by rare diseases and devastating conditions through the discovery, development and delivery of life-changing medicines. A pioneering leader in rare disease for more than three decades, Alexion was the first to translate the complex biology of the complement system into transformative medicines, and today it continues to build a diversified pipeline across disease areas with significant unmet need, using an array of innovative modalities. As part of AstraZeneca, Alexion is continually expanding its global geographic footprint to serve more rare disease patients around the world. It is headquartered in Boston, US.AstraZeneca
AstraZeneca (LSE/STO/NYSE: AZN) is a global, science-led biopharmaceutical company that focuses on the discovery, development, and commercialization of prescription medicines in Oncology, Rare Diseases, and BioPharmaceuticals, including Cardiovascular, Renal & Metabolism, and Respiratory & Immunology. Based in Cambridge, UK, AstraZeneca's innovative medicines are sold in more than 125 countries and used by millions of patients worldwide. Please visit astrazeneca.com and follow the Company on Social Media @AstraZeneca.ReferencesKoselugo (selumetinib) Health Canada approved product monograph; March 2026.Chen, AP, et al. KOMET: a phase 3, multicentre, international, randomized, placebo-controlled study to assess the efficacy and safety of selumetinib in adults with neurofibromatosis type 1 and symptomatic, inoperable plexiform neurofibromas. The Lancet. 2025;405(10496):2217-2230.Tamura R. Current understanding of neurofibromatosis type 1, 2, and schwannomatosis. Int J Mol Sci. 2021;22(11):5850.Hirbe AC, et al. Neurofibromatosis type 1: a multidisciplinary approach to care. Lancet Neurol. 2014;13:834-843.Bergqvist C, et al. Neurofibromatosis 1 French national guidelines based on an extensive literature review since 1966. Orphanet J Rare Dis. 2020;15(1):37.ClinicalTrials.gov. Efficacy and safety of selumetinib in adults with NF1 who have symptomatic, inoperable plexiform neurofibromas (KOMET). NCT Identifier: NCT04924608. Available here. Accessed March 2026.
SOURCE AstraZeneca
Original: Koselugo approved in Canada for plexiform neurofibromas in adults with neurofibromatosis type 1
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