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October 13, 2026 | Unsubscribe
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New Alert: MindWalk (NASDAQ: HYFT)
HYFT is our brand new NASDAQ high growth alert.
This is a hidden gem opportunity that not many have seen, and we are amongst the first to bring it to your attention.
The company has a chart setup positioning for a potential breakout, and it is still trading under 2.00.
Moreover, it has a history of very large moves in a short period of time.
Plus, the company sits in one of the hottest themes in the market today, AI-enabled drug discovery.
Four years into the generative AI cycle, the enterprise has learned that large language models are becoming interchangeable and that deploying them inside a real organization disappoints far more often than the demonstrations suggest.
Here are just some of the stats:
“MIT's 2025 State of AI in Business study put the share of enterprise generative AI pilots delivering no measurable return at 95 percent and located the cause not in model quality but in systems that do not retain context or integrate into workflows, and Gartner predicts that through 2026, 60 percent of AI projects unsupported by AI-ready data will be abandoned.”
Few environments carry a higher cost for a confident wrong answer than drug discovery.
HYFT is one of the companies addressing this problem.
HYFT is a NASDAQ listed “Bio-Native AI company”.
HYFT is “building the BioIntelligence infrastructure that life sciences AI and agentic AI require, integrating AI, data, and advanced wet lab capabilities into one connected discovery ecosystem”.
HYFT is “built on more than 40 years of biology heritage, founded in 1983.”
This is the part that separates HYFT from most early-stage AI platforms:
“20 yrs of curated biology: 660 million biological patterns, 25 billion relationships”
“19 of 20 top global pharmaceutical companies are MindWalk clients”
“20+ client molecules that reached the clinic; 10 in Phase 1–3 today, 4 first-in-class”
“21% revenue growth in Q1 FY27; gross margin 59%, up from 48%
“ReefIQ, our data platform, launched commercially in June 2026; enterprise negotiations underway with multiple large pharmaceutical companies.”
“US$30 million unsecured credit facility commitment (September 2026): funded to execute, without dilution.”
At its core HYFT® Technology, is “a proprietary, function-aware representation of biology”.
Its HYFT “pattern-objects span sequence and structural biology and, refined over 20 years of curation, form a continuously evolving biological representation of 660 million patterns and 25 billion relationships.”
“This enriched biological representation is the architecture behind ReefIQ™, the biological data substrate that provides context for life sciences, enriching data at ingestion and growing more valuable with each program run on it, and LensAI™, the reasoning and application layer for target discovery, candidate diligence, portfolio decision support, and the agentic AI workflows pharmaceutical companies are now deploying.”
By design, value compounds in this HYFT representation layer, not in any individual AI model that runs on top of it.
Here is the problem HYFT says the industry is running into:
“AI models are becoming commodities. Powerful open-source models exist and any drug discovery team can run them.”
“Pharma has more biological data than it can connect: sequences, structures, assay results and program history sit in separate systems.”
“A confident wrong answer from a model can end a program and waste years of investment.”
The company’s conclusion:
“The durable value sits in the layer that turns raw biological data into connected, trustworthy context for any model to reason over. That layer gets more valuable with every program run on it. Models turn over every 18 months; the context accumulates.”
In other words - “Models commoditize. The layer they run on compounds.”
HYFT has three layers, one compounding asset:
LensAI, Reasoning and applications: “Target discovery, candidate diligence and portfolio decision support. Deliberately model-neutral: clients bring their own model, an open one, or a third party’s, and reason over the same context. Sold as enterprise software.”
ReefIQ, The context layer, launched June 2026: “Connects a client’s biological data and workflows into governed, usable context, with provenance preserved. Grows more valuable with every program run on it. Sold as multi-year, recurring revenue.”
HYFT, The foundation, 20 years of curation: “A proprietary representation of biology: 660 million patterns and 25 billion relationships. You cannot write a check for twenty years of curation, and you cannot stand it up overnight.”
As the company explains:
“Compounding by design: Every program run on ReefIQ enriches the context available to the next one, including results that failed.”
“Model-neutral: LensAI runs any model a client chooses. We are the layer every model has to run through, rather than a bet on being the model that gets replaced.”
“Biology as the guardrail: Outputs are grounded in curated biology with provenance and human review. In drug discovery, a confident wrong answer kills a program; grounding is the fix.”
The shift that could change everything for investors - the company is moving away from one-time “projects to a platform with recurring, compounding revenue”.
As the company explains:
“~80% of our commercial funnel by value is now structured as platform relationships rather than discrete projects.”
“A ReefIQ deployment is therefore structured differently from the fee-for-service projects and seat-based subscriptions that have made up most of MindWalk's historical revenue.”
“Licensing is metered on the data a client holds in the platform and the compute it runs against that data, so revenue scales with discovery activity rather than headcount.”
“The context a client builds there cannot be exported to another vendor without starting over, which is why these relationships are multi-year by design.”
“A deployment typically begins with data management and widens into analytical tools and custom models running on the same context.”
The company has announced multiple accomplishments recently.
Last month, on September 14, the company announced:
“MindWalk Lands Binding Commitment for US$30 Million Unsecured Credit Facility to Fund Biologics Programs and Commercial Expansion”
“The facility is intended to support MindWalk's biologics programs, commercial expansion, working capital, and general corporate purposes.”
Here are some of the company’s comments from this press release:
"This facility funds our biologics programs and our commercial build without issuing a single share," said Jennifer Bath, PhD, President and Chief Executive Officer of MindWalk. "We chose debt over equity for a simple reason. We were not prepared to raise capital of this size in equity at the current share price, and we did not have to. Sanabil took no warrants, no conversion feature, and no security over any asset we own, so the full benefit of executing our plan stays with the shareholders who own it today."
In addition, the company also announced:
“MindWalk Reports 21% Revenue Growth and Gross Margin Expansion to 59% in Fiscal First Quarter 2027”
HYFT “reported financial results for its fiscal 2027 first quarter ended July 31, 2026. The quarter marked the commercial launch of ReefIQ™, MindWalk's data platform, and the start of its shift toward recurring, platform-based revenue.”
“Revenue increased 21.3% year over year to $3.8 million.”
“Gross profit increased 47.1% to $2.2 million; gross margin expanded to 58.6% from 48.3%.”
Business Highlights
“Commercially launched ReefIQ™, MindWalk's data platform, in June, and is in active negotiations with multiple large pharmaceutical companies on enterprise deployments.”
“Roughly 80% of the commercial funnel by value now sits in partnership-structured engagements rather than discrete projects, spanning data management, ReefIQ, and multi-target discovery.”
“Validated a production deployment on AMD Instinct GPUs with engineering partner AMD and Vultr, giving ReefIQ™ the compute capacity to onboard enterprise clients and run more programs at lower cost as recurring revenue scales.”
“Subsequent to quarter-end, obtained a binding commitment for a senior unsecured revolving credit facility of up to US$30 million at a fixed 7.00% rate, with no financial maintenance covenants, no warrants or conversion feature, and no pledge of assets, providing the balance sheet to scale ReefIQ™ enterprise onboarding without dilution.”
Here are some of the company’s comments from this press release:
"We delivered a strong quarter, with revenue up 21% and gross margin expanding to 59%, while launching ReefIQ™ into a market moving toward exactly what we built," said Jennifer Bath, PhD, President and Chief Executive Officer of MindWalk. "Our discovery business, which pairs wet-lab biologics with in silico capabilities for 19 of the top 20 pharmaceutical companies, is the foundation. On top of it, ReefIQ opens the door to enterprise partnerships of a scale well beyond our historical recurring agreements, and new partner engagements under discussion are increasingly structured as platform partnerships, where we share in the economics of the assets we help create. The larger loss this quarter reflects deliberate investment in ReefIQ's enterprise rollout."
"The US$30 million facility we announced today gives us the flexibility to fund that rollout as needed, without issuing a single share," continued Dr. Bath. "No warrants or conversion feature, and no pledge of our assets. Our commercial model is shifting to recurring, compounding revenue with ReefIQ at its center, and this gives us the balance sheet to make that shift on our own terms."
On September 21, the company announced:
“MindWalk Brings OpenFold3 into Production in Minutes with AMD Inference Microservices on Vultr Kubernetes Engine”
“Antibody-antigen inference ran approximately 5x faster than in MindWalk's prior environment. The deployment, run with engineering partners AMD and Vultr on AMD Instinct™ MI325X GPUs, demonstrates the model-agnostic architecture and elastic compute beneath ReefIQ™ as MindWalk onboards enterprise partners.”
Dr. Jennifer Bath, President and Chief Executive Officer of MindWalk commented:
"We chose an open-source model deliberately.""Predicting the shape of a protein is becoming something any team can buy. Knowing what that shape means for a disease, and for the programs a company has already run, is not. That is what ReefIQ holds. What this deployment changes is how quickly and how cheaply we can bring a new enterprise partner onto it. AMD and Vultr have turned the computing side into a standard path, so a partner's programs can be running in minutes instead of waiting on a custom build. That shortens the time from signing to first result, and it means our costs do not have to climb with every partner we add. We tested it on real antibody-antigen programs rather than a set chosen to look good, because that is the test our partners apply."
In October, the company announced:
“MindWalk Appoints Kim Remizowski to Board of Directors as Independent Director”
"MindWalk is building foundational infrastructure for life sciences AI and holding itself accountable for how that infrastructure is governed. That is a discipline I recognize from the institutional side of finance," said Mr. Remizowski. "I look forward to working with Dr. Bath, the Chair, and my fellow directors, and to bringing the rigor of regulated financial oversight to the Board's committees as the Company scales."
In addition, last week, the company announced:
“MindWalk (NASDAQ: HYFT): Enterprise AI Has Found Its Ontology Layer. Biology Needs One Grounded in Biological Function”
Here are some of the company’s comments from this press release:
"The enterprise has discovered that an agent without an ontology guesses, and a guessing agent is a liability. That is exactly right, and it is exactly half of pharma's problem," said Dr. Jennifer Bath, President and Chief Executive Officer of MindWalk. "An enterprise ontology tells an agent what a purchase order, a patient or a clinical site is. It cannot tell an agent what a protein does, which regions of an antibody will tolerate modification, or why a program that failed three years ago matters to the one running today. The competitive question is no longer which model or agent you run; every model becomes a commodity. The question is what the model or agent runs on, because that is where the value ends up. In the enterprise, that is an ontology of the business. In biology, it has to be a representation of biology itself, built from what evolution preserved. The client's own programs, including the ones that failed, have to keep compounding inside it. That is what we built, and we are not aware of anyone else delivering it as a governed layer any model or agent can reason over."
We believe HYFT could be positioned for significant upside.
Make sure to do your own due diligence.
Happy Trading!
SmallCapStocks Team
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