VivoSim Enters China with First Commercial Sales of NAMkind™ Toxicology Screening and Efficacy Testing Services
Rhea-AI Summary
VivoSim (Nasdaq: VIVS) announced its first commercial sales of NAMkind™ liver and gastrointestinal toxicology screening and efficacy testing services in mainland China, secured via distributor Tekon with a leading Shanghai oncology biotech and a large Chengdu pharmaceutical company. These initial paid programs cover GI toxicology screening and GI efficacy profiling for oncology and other candidates and represent a meaningful share of VivoSim’s contracted revenue to date.
According to VivoSim, the addressable China market for liver and GI in vitro models and toxicology services is about $2 billion, growing at 10% CAGR. The NAMkind™ Liver model showed 91% predictive accuracy, 90% sensitivity and 95% specificity across 92 compounds, outperforming typical animal-model sensitivity. NAMkind™ services are now offered in the U.S., Europe and, with this launch, mainland China.
Positive
- First commercial sales in China with two initial paid NAMkind™ GI programs
- China opportunity sized at ~$2 billion liver/GI in vitro and tox market, 10% CAGR
- NAMkind™ Liver accuracy 91% overall, 90% sensitivity, 95% specificity vs clinical dataset of 92 drugs
- Geographic expansion NAMkind™ toxicology and efficacy services now available in U.S., Europe and mainland China
Negative
- None.
Market reaction after China commercial sales: VIVS -10.87% in the Jul 21 session
In the Jul 21 session, VIVS declined 10.87%, reflecting a significant negative market reaction. Argus tracked a peak move of +51.6% during that session. Argus tracked a trough of -10.3% from its starting point during tracking. Our momentum scanner triggered 112 alerts that day, indicating very high trading interest and price volatility. Trading volume was exceptionally heavy at 9.7x the daily average, suggesting significant selling pressure.
Data tracked by StockTitan Argus on the day of publication.
Key Figures
Historical Context
| Date | Event | Sentiment | 24h Move | Catalyst |
|---|---|---|---|---|
| Jul 16 | Private placement | Negative | -28.1% | Private placement priced at market with shares and accompanying warrants. |
| Jul 15 | Milestone payment | Positive | +2.2% | Eli Lilly milestone payment accompanied by FY2027 revenue-growth guidance. |
| Jun 29 | Clinical data | Positive | +2.9% | NAMkind liver data showed predictive accuracy and sensitivity versus traditional methods. |
| Apr 28 | AI model data | Positive | -0.7% | AI model predicted gastrointestinal toxicity using human intestinal model results. |
| Apr 01 | Public offering | Negative | +13.3% | Best-efforts public offering priced with stock and accompanying warrants. |
24h Move is the share-price change in the day after each event; other market factors may also have contributed.
VIVS historically aligned with positive operating or clinical news twice, but diverged after AI-related and public-offering announcements.
Key Terms
new approach methodologies technical
nmpa regulatory
cagr financial
organoid medical
AI-generated analysis. How Rhea-AI works. Not financial advice.
Initial customer wins bring VivoSim’s human-relevant liver and GI testing to the world’s second-largest pharmaceutical market
SAN DIEGO, July 21, 2026 (GLOBE NEWSWIRE) -- VivoSim Labs, Inc. (Nasdaq: VIVS) (the “Company” or “VivoSim”), a provider of next-generation New Approach Methodologies (NAMs) for preclinical safety, today announced its first commercial sales in China, opening a significant new market for its NAMkind™ testing services. VivoSim delivers both toxicology and efficacy testing built on its 3D human tissue models of the liver and gastrointestinal (GI) tract. The two initial engagements, with a leading Shanghai-based oncology biotech and a large Chengdu-based pharmaceutical company, represent the Company’s first paid programs on the Chinese mainland and a milestone in VivoSim’s expansion across Asia-Pacific.
The two orders cover GI toxicology screening and NAMkind™ GI efficacy profiling for candidate molecules in oncology and other disease areas, and were secured through Tekon, VivoSim’s local distributor in China. Together, the engagements represent a meaningful share of the Company’s contracted revenue to date.
“China is now the world’s second-largest pharmaceutical market and among the fastest-moving sources of drug innovation globally, and these first two sales show there is real, paying demand for the human-relevant safety and efficacy data VivoSim is built to deliver,” said Tony Lialin, Chief Commercial Officer of VivoSim. “Landing our first paid programs on the mainland validates our channel strategy and gives us a beachhead to scale a market we believe can become a meaningful contributor to Company revenue.”
China’s drug regulator, the National Medical Products Administration (NMPA), approved a record 76 innovative drugs in 2025 — up from 48 in 2024 — and the country now accounts for a growing share of the world’s first-in-world drug launches, supported by regulatory reforms that have accelerated development timelines, including a 30-working-day fast-track review channel for eligible innovative-drug clinical trial applications. VivoSim’s internal analysis sizes the addressable China market for liver and gastrointestinal in vitro models and toxicology services at approximately
VivoSim’s NAMkind™ platform combines 3D human organoid models of the liver and intestine — built from primary human donor cells — with proprietary AI trained on an extensive, real-world dataset. On the same models, VivoSim offers two service lines: toxicology testing, which flags safety liabilities in the liver and GI tract, and efficacy testing, which measures whether a candidate produces its intended biological effect in human-relevant tissue. In toxicology benchmarking against a clinical dataset of 92 small-molecule compounds, the NAMkind™ Liver model achieved
“The science behind these wins is what makes them repeatable,” said Amar Sethi, MD, PhD, Chief Scientific Officer of VivoSim. “Our multi-endpoint profiling gives development teams in China the same translational signatures we deliver to partners in the U.S. and Europe — the ability to move from detecting liabilities to predicting risk, long before a single patient is dosed.”
The Company also anticipates accelerated global adoption of human tissue models following the U.S. Food and Drug Administration’s April 2025 plan to phase out the animal-testing requirement for monoclonal antibodies and other drugs — a requirement the agency said it will reduce, refine, or potentially replace using NAM approaches. The shift is increasingly mirrored by momentum toward human-relevant testing worldwide. NAMkind™ liver and GI toxicology and efficacy testing services are now available in the U.S., Europe, and — with these first APAC commercial sales — mainland China, as VivoSim continues to scale capacity to support expanding global demand.
About VivoSim Labs
VivoSim Labs, Inc. (“VivoSim” and the “Company”) is a pharmaceutical and biotechnology services company focused on providing testing of drugs and drug candidates in three-dimensional (“3D”) human tissue models of liver and intestine. The Company offers partners liver and intestinal toxicology insights using its new approach methodologies (“NAM”) models. The Company anticipates accelerated adoption of human tissue models following the U.S. Food and Drug Administration (“FDA”) announcement on April 10, 2025 to refine animal testing requirements in favor of these non-animal NAM methods. VivoSim Labs operates from San Diego, CA. Visit www.vivosim.ai.
Forward-Looking Statements
Any statements contained in this press release that do not describe historical facts constitute forward-looking statements as that term is defined in the Private Securities Litigation Reform Act of 1995. Any forward-looking statements contained herein are based on current expectations but are subject to a number of risks and uncertainties. Forward-looking statements include statements regarding China as a new or significant market for the Company’s NAMkind™ testing services; the demand for human-relevant safety and efficacy data; the validation of the Company’s channel strategy; the Company’s ability to scale the Chinese market; the Company’s belief that the Chinese market can become a meaningful contributor to the Company’s revenue; the Company’s internal analysis of the addressable China market for liver and gastrointestinal in vitro models and toxicology services and projected CAGR; the Company’s belief that its models will be adopted in China and that there is a durable tailwind for adoption of its models in the region; the Company’s services’ ability to help clients screen out toxicity liabilities and confirm efficacy before candidates reach expensive clinical trials; the Company’s belief that global adoption of human tissue models will accelerate; the Company’s ability to capture growing demand in the in vitro toxicology testing market; and the Company’s scaling capacity to support expanding global demand and development needs. Such forward-looking statements are not guarantees of performance and actual actions or events could differ materially from those contained in such statements. These risks and uncertainties and other factors are identified and described in more detail in the Company's filings with the SEC, including its Annual Report on Form 10-K filed with the SEC on July 14, 2026. You should not place undue reliance on these forward-looking statements, which speak only as of the date that they were made. These cautionary statements should be considered with any written or oral forward-looking statements that the Company may issue in the future. Except as required by applicable law, including the securities laws of the United States, the Company does not intend to update any of the forward-looking statements to conform these statements to reflect actual results, later events, or circumstances or to reflect the occurrence of unanticipated events.
Contacts
Investor Relations
info@vivosim.ai
VivoSim Labs, Inc.
