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VivoSim Releases Antibody Drug Conjugate (ADC) Data Showing Power to Detect ADC Toxicity and Guide Design of Safer ADCs

(Moderate)
(Positive)
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VivoSim (Nasdaq: VIVS) reported that its NAMkind™ liver and intestine models have been validated for predicting antibody drug conjugate (ADC) toxicity, showing close correlation with clinical safety outcomes for approved ADCs on March 24, 2026.

Tests distinguished payload vs antibody vs linker toxicity (examples: gemtuzumab ozogamicin, enfortumab vedotin, trastuzumab emtansine, trastuzumab deruxtecan). NAMkind™ services are available in the US, Europe, Korea, and China, and VivoSim is scaling capacity to meet global demand.

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Positive

  • NAMkind models validated for ADC liver and intestine toxicity prediction
  • Correlation to clinical outcomes demonstrated with approved ADCs
  • Differentiates payload, antibody, and linker toxicity signatures
  • Global service availability across US, Europe, Korea, and China

Negative

  • No numeric performance metrics (sensitivity/specificity) were disclosed in the announcement
  • Scaling needs noted—company says it is continuing to scale capacity without quantified timelines

News Market Reaction – VIVS

-2.41% 3.2x vol
8 alerts
-2.41% Session close to close
+6.8% Peak Tracked
-18.1% Trough Tracked
$4.67M Market Cap
3.2x Rel. Volume

In the Mar 24 session, VIVS declined 2.41%, reflecting a moderate negative market reaction. Argus tracked a peak move of +6.8% during that session. Argus tracked a trough of -18.1% from its starting point during tracking. Our momentum scanner triggered 8 alerts that day, indicating moderate trading interest and price volatility. Trading volume was very high at 3.2x the daily average, suggesting heavy selling pressure.

Data tracked by StockTitan Argus on the day of publication.

Market Context

This announcement validates VivoSim’s NAMkind™ liver and intestine models for predicting ADC toxicit...
Analysis

This announcement validates VivoSim’s NAMkind™ liver and intestine models for predicting ADC toxicity, directly extending the ADC data previewed on Feb 11, 2026. Historically, commercial and platform-expansion news has sometimes driven large moves, but recent leadership updates saw mixed reactions. 10-Q filings note modest revenue of about $26,000, net losses near $2.7 million for the quarter, cash of roughly $4.3 million, and going-concern language, making funding progress and service adoption key metrics to monitor.

Key Figures

Quarterly revenue: $26,000 Quarterly net loss: $2.7 million Nine‑month net loss: $8.1 million +5 more
8 metrics
Quarterly revenue $26,000 Quarter ended Dec 31, 2025 (royalty income)
Quarterly net loss $2.7 million Quarter ended Dec 31, 2025
Nine‑month net loss $8.1 million First nine months of fiscal 2026
Cash and cash equivalents $4.3 million Balance at Dec 31, 2025
Prior cash balance $11.3 million Balance at Mar 31, 2025
Negative operating cash flow $8.6 million Nine months ended Dec 31, 2025
ATM equity proceeds $1.8 million Raised via at-the-market program
Short interest 30.89% Reported short percent of float

Historical Context

4 past events · Latest: Mar 03 (Positive)
Pattern 4 events
Date Event Sentiment 24h Move Catalyst
Mar 03 Sales leadership hire Positive -12.7% Appointed Vice President of Global Sales to drive commercial expansion.
Feb 11 ADC data preview Positive +0.0% Announced upcoming presentation of ADC validation data at SOT meeting.
Jan 29 APAC distributor deal Positive +71.8% Named new distributors in Korea and China for NAMKind toxicology services.
Jan 06 New CSO appointment Positive +4.6% Appointed Amar Sethi as Chief Scientific Officer to lead scientific strategy.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Pattern Detected

Recent VivoSim news has mostly seen price moves align with positive corporate developments, though the March 3 sales leadership hire drew a negative reaction despite constructive strategic framing.

Recent Company History

Over the last several months, VivoSim has focused on strengthening its NAMkind™ platform and commercial reach. On Jan 6, 2026, it appointed a new Chief Scientific Officer, followed by expanded Asia-Pacific distribution on Jan 29, which saw a 71.76% move. The company later previewed ADC data on Feb 11 and added a Vice President of Global Sales on Mar 3, though that hire coincided with a 12.73% decline. Today’s ADC validation update builds directly on the February data preview and broader commercial expansion efforts.

Key Terms

antibody drug conjugates, cytotoxic payloads, linker cleavage, target engagement, +4 more
8 terms
antibody drug conjugates medical
"models have been validated for predicting toxicity and side effect profiles of antibody drug conjugates (ADCs)."
Antibody drug conjugates are targeted medicines that combine an antibody, which seeks out specific markers on diseased cells, with a powerful drug that is released only when the antibody binds its target. Think of it as a guided missile that delivers a toxic payload directly to its target, reducing damage to healthy cells; investors watch them because successful ADCs can offer high-value, niche treatments and drive strong revenue and patent-based protection for developers.
cytotoxic payloads medical
"their common use in oncology to deliver cytotoxic payloads, and a lack of current"
Cytotoxic payloads are cell-killing chemicals attached to a delivery carrier, such as an antibody, to target and destroy diseased cells while sparing healthy tissue—think of a guided missile carrying a small explosive to a specific target. For investors, these payloads matter because their potency, safety profile and how well they’re delivered drive a therapy’s effectiveness, regulatory approval chances, development costs and commercial potential.
linker cleavage medical
"Issues of linker cleavage and target engagement can be studied, as differential"
Linker cleavage is the process by which a chemical connector that holds a drug payload to a targeting molecule (such as an antibody) is cut, allowing the active drug to be released. Think of the linker as a safety clip on a tool: it must stay attached while circulating but be removed at the right place to work; its reliability affects a treatment’s effectiveness, side effects, dosing and regulatory risk, so investors watch it closely.
target engagement medical
"Issues of linker cleavage and target engagement can be studied, as differential"
Target engagement measures how effectively a medicine interacts with the specific biological molecule or pathway it is designed to affect—think of it as how well a key fits and turns a particular lock inside the body. Investors watch target engagement because clear, measurable interaction at safe doses increases the likelihood the drug will produce the intended effect, helps set dosing and trial decisions, and reduces the risk that development will fail later.
epithelium medical
"ability to detect differential effects such as antibody activity on epithelium, payload impact on epithelium, and overall"
A layer of cells that forms the body's outer and inner surfaces—like the skin on the outside or the lining of the gut and lungs—serving as a protective and selective barrier. Investors care because this tissue often determines how diseases start, how drugs are absorbed or delivered, and whether a treatment causes irritation or safety problems, so changes to epithelium can affect clinical outcomes, regulatory review, and market potential.
permeability medical
"Permeability endpoints are sensitive to the exact chemical compound, be it ADC,"
Permeability measures how easily a substance—typically a drug, molecule or fluid—passes through a barrier such as a cell membrane, the blood–brain barrier, skin or an industrial material; think of it like how quickly water soaks through a sponge versus being blocked by plastic. For investors, permeability matters because it shapes a drug’s absorption, ability to reach its target, safety profile and manufacturing needs, which in turn affect clinical success, development costs, regulatory approval and market potential.
new approach methodologies medical
"a provider of next-generation New Approach Methodologies (NAMs) for preclinical safety, today announced"
New approach methodologies are modern ways to evaluate the safety and effects of chemicals, drugs, and products using lab-grown cells, computer models, and fast automated tests instead of traditional animal studies. They matter to investors because these methods can speed up development, lower testing costs, reduce regulatory risk, and create business opportunities for companies that provide or use them—think of replacing slow road tests with a faster, cheaper simulator.
toxicology medical
"NAMKind™ liver and small intestine toxicology services are now available in the US, Europe, and via"
Toxicology is the science that studies how chemicals, drugs or other substances can harm people, animals or the environment and determines what exposure levels are safe. For investors, toxicology results act like a safety checklist: they influence whether a product can get regulatory approval, be sold without restrictions, or face recalls and legal risks—factors that can materially affect a company’s prospects and stock value.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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ADCs are a major new market; Company demonstrates ability to discern antibody toxicity from payload toxicity and show differential linker chemistry toxicity

SAN DIEGO, March 24, 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 at the Society of Toxicology (“SOT”) meeting in San Diego, CA, that its NAMkind™ liver and NAMkind™ Intestine models have been validated for predicting toxicity and side effect profiles of antibody drug conjugates (ADCs).

When considering the hundreds of ADCs in development across the globe, the potential for off-target toxicity due to their common use in oncology to deliver cytotoxic payloads, and a lack of current available scientific solutions to separate anticancer activity from unwanted cytotoxicity, the Company believes that the use of NAMkind™ models becomes a powerful tool to use in conjunction with existing methods to select and improve the best ADC candidates for drug development.

Testing of approved ADC therapies in NAMkind™ models shows close correlation with clinical results

VivoSim NAMkind™ liver model was shown to clearly see the toxicity of liver toxic ADCs such as gemtuzumab ozogomicin and clearly showed drugs with low liver toxicity such as enfortumab vedotin as lacking liver toxicity. Issues of linker cleavage and target engagement can be studied, as differential toxicity between drugs like trastuzumab emtansine and trastuzumab deruxtecan were demonstrated with strong comparability to clinical outcomes.

NAMkind™ intestine models were also validated with ADCs and have the ability to detect differential effects such as antibody activity on epithelium, payload impact on epithelium, and overall ADC impact on epithelium. Permeability endpoints are sensitive to the exact chemical compound, be it ADC, antibody alone, or payload.

“These ADC toxicity results show a close correlation to clinical safety outcomes,” said Amar Sethi, Chief Scientific Officer at VivoSim. “We consider these models validated for ADC use and think that our partners may be able to screen out toxicities during lead candidate optimization or earlier stages, which may result in greater success in the clinic at eliminating cancers using drugs with limited side effect profiles,” he continued.

“With clearly demonstrated success in detecting differential toxicity in ADCs, our NAMkind models are now well-established at the cutting edge of the field,” said Keith Murphy, VivoSim’s Executive Chairman. “We continue to trailblaze into new modalities and empower our partners in new ways.”

NAMKind™ liver and small intestine toxicology services are now available in the US, Europe, and via local distributor engagement across Korea and China, with VivoSim continuing to scale capacity to support expanding global demand and urgent, real-world development needs.

About VivoSim Labs

VivoSim Labs, Inc. (“VivoSim” and the “Company”), is a pharmaceutical and biotechnology services company that is 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 NAMKind™, including the use of NAMkind™ models in conjunction with existing methods to select and improve the best ADC candidates for drug development and the Company’s models being well-established at the cutting edge of the field; VivoSim’s partners’ ability to screen out toxicities during lead candidate optimization or earlier stages, which may result in greater success in the clinic at eliminating cancers using drugs with limited side effect profiles; VivoSim’s ability to trailblaze into new modalities and empower their partners in new ways; 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 June 5, 2025, as such risk factors are updated in its most recently filed Quarterly Report on Form 10-Q filed with the SEC on February 11, 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. 

Contact(s):
Investor Relations
info@vivosim.ai
VivoSim Labs, Inc.


FAQ

What did VivoSim (VIVS) announce about ADC toxicity detection on March 24, 2026?

VivoSim announced validation of NAMkind™ liver and intestine models to predict ADC toxicity with clinical comparability. According to the company, tests on approved ADCs showed the models discerned liver and intestinal effects and matched observed clinical safety outcomes for several therapies.

How do VivoSim NAMkind models distinguish antibody, payload, and linker toxicity for ADCs (VIVS)?

The models can separate toxicity drivers—antibody, payload, or linker—based on distinct biological endpoints. According to the company, liver and intestine assays detected differential effects across ADCs like trastuzumab emtansine and trastuzumab deruxtecan, indicating mechanism-specific readouts.

Which approved ADCs did VivoSim cite as demonstration cases for NAMkind™ predictivity (VIVS)?

VivoSim cited gemtuzumab ozogamicin, enfortumab vedotin, trastuzumab emtansine, and trastuzumab deruxtecan as examples. According to the company, those tests showed expected liver or low-liver-toxicity profiles and differential linker-related toxicity consistent with clinical data.

Are VivoSim NAMkind™ ADC toxicology services available globally and where can developers access them (VIVS)?

Yes. VivoSim said NAMkind™ liver and small intestine services are available in the US and Europe, and via distributors in Korea and China. According to the company, it is also scaling capacity to support expanding global demand.

What limitations did VivoSim disclose about its ADC toxicity announcement (VIVS)?

The announcement did not provide quantitative sensitivity or specificity metrics for model performance. According to the company, validation and comparability to clinical outcomes were demonstrated, but numeric performance figures were not disclosed in the release.