NewcelX Reports Peer-Reviewed Publication Supporting Mazindol IR/SR and Advances CVR Monetization Strategy
Rhea-AI Summary
NewcelX (Nasdaq: NCEL) announced a peer-reviewed publication on Mazindol IR/SR in Clinical Drug Investigation, strengthening the scientific case for Mazindol ER under its CVR framework. The paper is cited via DOI and is said to bolster licensing and acquisition negotiations to maximize CVR value realization.
Management reports advanced, structured discussions with multiple counterparties and highlights IP dating to 2006 and over 20 years of research supporting CNS indications including narcolepsy, ADHD, and substance use disorders.
Positive
- Peer-reviewed publication in Clinical Drug Investigation
- Management reports advanced discussions with multiple counterparties
- Intellectual property for Mazindol ER dating to 2006
- 20+ years of research supporting Mazindol ER
Negative
- None.
News Market Reaction
On the day this news was published, NCEL gained 1.09%, reflecting a mild positive market reaction. Argus tracked a trough of -25.8% from its starting point during tracking. Our momentum scanner triggered 2 alerts that day, indicating moderate trading interest and price volatility. This price movement added approximately $136K to the company's valuation, bringing the market cap to $13M at that time.
Data tracked by StockTitan Argus on the day of publication.
Key Figures
Market Reality Check
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Jan 29 | Corporate presentation update | Positive | -3.4% | Updated deck ahead of spring 2026 conferences highlighting strategic diabetes focus. |
| Jan 12 | Scientific study results | Positive | +13.7% | Positive collaborative study on biomaterial scaffolds for Type 1 Diabetes islet delivery. |
| Jan 05 | Advisory board addition | Positive | +6.7% | Appointment of diabetes-focused pharma leader to Scientific Advisory Board for IsletRx. |
| Dec 11 | IP expansion | Positive | -21.8% | China publication of DOXA patent application expanding CNS-related small-molecule IP. |
| Nov 17 | Advisory board addition | Positive | -0.3% | Appointment of ALS expert to Scientific Advisory Board to support neurology programs. |
Recent NewcelX news has often shown mixed follow-through, with positive announcements sometimes met by negative price reactions.
Over the last few months, NewcelX has highlighted strategic and scientific progress across diabetes and CNS programs. A corporate presentation on Jan 29, 2026 coincided with a -3.41% move, while positive Type 1 Diabetes scaffold data on Jan 12, 2026 saw shares rise 13.7%. Advisory Board additions on Jan 5, 2026 lifted the stock 6.7%, but IP expansion news on Dec 11, 2025 coincided with a -21.83% decline. Today’s publication and CVR-focused update fit this pattern of science-driven catalysts.
Market Pulse Summary
This announcement underscores external validation of Mazindol IR/SR via a peer-reviewed review and ties that validation directly to NewcelX’s CVR-linked monetization strategy. Management highlights more than 20 years of research and intellectual property dating back to 2006, positioning Mazindol ER as a differentiated CNS asset. Investors may track progress in licensing or acquisition discussions and how these efforts complement the company’s broader Type 1 Diabetes and CNS pipeline initiatives.
Key Terms
contingent value right (CVR) financial
central nervous system (CNS) medical
peer-reviewed technical
intellectual property regulatory
AI-generated analysis. Not financial advice.
Publication strengthens scientific positioning as Company progresses strategic discussions related to CVR-linked asset
The peer-reviewed publication represents a significant inflection point in the strategic positioning of Mazindol ER under NewcelX's Contingent Value Right (CVR) framework pursuant to which CVR holders have the right to additional payments based on the proceeds received by NewcelX in the event of the disposition of certain legacy assets.
The publication in a leading scientific journal provides independent third-party validation of the asset's clinical and mechanistic profile, materially strengthening its positioning in active licensing and acquisition discussions. Management believes this external validation meaningfully enhances buyer confidence, accelerates diligence processes, and supports value recognition in ongoing negotiations.
NewcelX confirmed that it is currently engaged in advanced discussions with multiple counterparties evaluating potential licensing and acquisition transactions for Mazindol ER. These discussions are being conducted within a structured competitive framework designed to optimize transaction terms and maximize CVR value realization.
The Company's objective remains clear: to execute a strategic transaction that crystallizes the intrinsic value of Mazindol ER and delivers measurable returns to CVR holders and shareholders.
This milestone publication reinforces the strong scientific foundation behind Mazindol ER and highlights more than 20 years of dedicated research supporting its development. With intellectual property dating back to 2006, Mazindol ER represents a differentiated, de-risked CNS asset targeting large and underserved markets, including narcolepsy, ADHD, and substance use disorders.
NewcelX believes that the peer-reviewed publication by an international group of experts significantly enhances the visibility, credibility, and long-term commercial potential of the program, further strengthening NewcelX's CNS pipeline and strategic positioning.
"This milestone publication marks the culmination of over two decades of research," said Dr. Eric Konofal, Head of NewcelX's DOXA Program. "It reflects the sustained scientific commitment to advancing Mazindol ER as a novel therapeutic option in CNS disorders."
"Our priority is to convert the scientific strength of Mazindol ER into strategic and financial outcomes," said Ronen Twito, Executive Chairman & CEO of NewcelX. "We believe that the peer-reviewed publication materially strengthens our negotiating position as we advance structured discussions with interested parties focused on unlocking the full commercial potential of this asset".
About NewcelX
NewcelX is an innovative biopharmaceutical company focused on developing transformative stem-cell-derived therapies for Type 1 Diabetes. Built on a validated human pluripotent stem cell (hPSC) platform, the company's lead program, IsletRx, is designed to restore functional insulin production through scalable, off-the-shelf cell replacement. NewcelX is advancing a comprehensive therapeutic approach for Type 1 Diabetes that integrates cell therapy, immune protection, and translational science to address critical unmet medical needs.
Social Media: LinkedIn, Facebook, X, Instagram
Website: www.newcelx.com
Forward-Looking Statements
This press release contains expressed or implied forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 and other applicable securities laws. For example, NewcelX is using forward-looking statements when it discusses how it is currently engaged in advanced discussions with multiple counterparties evaluating potential licensing and acquisition transactions for Mazindol ER, maximizing CVR value realization, executing a strategic transaction that crystallizes the intrinsic value of Mazindol ER and delivers measurable returns to CVR holders and shareholders, the visibility, credibility, and long-term commercial potential of the program, further strengthening NewcelX's CNS pipeline and strategic positioning, converting the scientific strength of Mazindol ER into strategic and financial outcomes and its belief that the peer-reviewed publication materially strengthens its negotiating position as it advances structured discussions with interested parties focused on unlocking the full commercial potential of Mazindol ER. These forward-looking statements and their implications are based on the current expectations of the management of NewcelX and are subject to a number of factors and uncertainties that could cause actual results to differ materially from those described in the forward-looking statements. The following factors, among others, could cause actual results to differ materially from those described in the forward-looking statements: changes in technology and market requirements; potential delays or obstacles in launching or completing clinical trials; products that may not be approved by regulatory agencies; technologies that may not be validated or accepted by the scientific community; the inability to retain or attract key employees; unforeseen scientific difficulties with products in development; higher-than-expected product costs; results in the laboratory that do not translate to clinical success; insufficient patent protection; possible adverse safety outcomes; legislative changes; delays in developing or introducing new technologies, products, or applications; and competitive pressures that could reduce market share or pricing. Except as otherwise required by law, NewcelX does not undertake any obligation to publicly release revisions to these forward-looking statements to reflect events or circumstances after the date hereof or to reflect the occurrence of unanticipated events. More detailed information about the risks and uncertainties affecting the Company is contained under the heading "Risk Factors" in its Annual Report on Form 20-F for the year ended December 31, 2024, filed with the
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Investor & Media Contacts
Sarah Bazak, Investors relations
InvestorRelations@newcelx.com
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SOURCE NewcelX Ltd.
FAQ
What did NewcelX announce about the Mazindol IR/SR publication on Feb 12, 2026 (NCEL)?
How does the Clinical Drug Investigation paper affect the CVR value for NCEL holders?
What transaction activity did NewcelX report for Mazindol ER (NCEL) on Feb 12, 2026?
What clinical indications does NewcelX highlight for Mazindol ER (NCEL)?
What intellectual property history does NewcelX cite for Mazindol ER (NCEL)?
Will the Mazindol ER publication speed up licensing or acquisition for NCEL?
