MindWalk Holdings showed its ReefIQ platform publicly for the first time this month, running on HYFT Technology, a database of roughly 660 million biological patterns encoding conserved relationships between sequence, structure, and function.13
The company also filed patent EP26187897.9, adding a computational layer on top of its foundational HYFT patent, EP3881326A1. MindWalk says the filing is additive, not a re-filing of the original patent.2
MindWalk's pitch: representation of biology itself is the hard problem in drug discovery, and the place to build a durable advantage.3 Biological data is deeply interconnected, but it's typically scattered across files, formats, systems, and teams. MindWalk argues that data has to be reconnected into a single, governed, queryable web before AI can reason about it usefully.1
MindWalk isn't alone in the race. NVIDIA BioNeMo, Boltz Lab, Owkin, Basecamp Research, and Edison Scientific are all building toward the same goal: owning the connected biological representation layer underneath drug discovery. NVIDIA is anchoring lab-in-the-loop partnerships with Thermo Fisher and Eli Lilly.
Big pharma is restructuring around the shift. Novo Nordisk closed its internal cell therapy unit and licensed the program out to AI-driven Cellular Intelligence rather than build it in-house.4 Its stock rallied nearly 25% over 30 days.4
Together, the moves point to a broader transition: away from vertical integration, toward outsourced, AI-accelerated R&D built on shared biological data layers rather than proprietary in-house pipelines.