MindWalk Holdings Corp SEC Filings

MindWalk Holdings Corp. filed a Form 6-K highlighting a new application of its proprietary HYFT® technology to detect “functional adjacency” in drug discovery. Functional adjacency means different molecules can deliver the same biological effect even when their sequences look unrelated, which can affect competition, intellectual property, and asset valuation.

Using HYFT in influenza, MindWalk reports finding a conserved biological “signature” that remains stable despite significant genetic changes, supporting its approach to designing broader vaccine targets. The company positions HYFT as part of a broader data and biological reasoning platform intended to help pharmaceutical and biotechnology organizations assess functional competitors, IP exposure, and portfolio risk, and to inform licensing, M&A diligence, and R&D prioritization.

MindWalk Holdings Corp. filed a report highlighting a new scientific discovery that supports its drug discovery platform. The company has identified and validated monoclonal antibodies and intrabodies that selectively target misfolded, pathogenic TDP-43, a protein linked to amyotrophic lateral sclerosis (ALS), frontotemporal dementia (FTD), and certain forms of Alzheimer’s disease. The work shows the platform can distinguish toxic protein conformations from healthy ones with structural precision and tie these findings to bio-native wet-lab validation. MindWalk notes that this discovery provides external, client-driven validation of its platform and reinforces its role as a discovery partner for complex neurodegenerative programs. The full study is available as a preprint on bioRxiv under the title “Rational Generation of Monoclonal Antibodies and Intrabodies Selective for Pathogenic TDP-43.”

MindWalk Holdings Corp. filed a report highlighting new progress in its universal influenza program. Using its patented HYFT Deep Data technology and LensAI platform, the company reports finding a stable functional constraint in influenza biology that appears to persist beneath changing viral genetic sequences. This HYFT-defined pattern was observed across human influenza A, including H3N2 and H3N2 subclade K, avian H5, H7, H9, swine-origin H1N1, and influenza B Victoria and Yamagata lineages.

MindWalk describes this constraint as an evolutionary requirement the virus must satisfy for infection, positioning it as a potential target for rational vaccine design. The company plans to advance the influenza program through additional pre-clinical validation and IND-enabling work in a dedicated portfolio, then pursue out-licensing or strategic development partnerships with global pharmaceutical companies, while also exploring strategic investments and other financing alternatives related to the program.

MindWalk Holdings Corp. filed a Form 6-K as a foreign private issuer, furnishing updated quarterly information for investors. The filing includes Management’s Discussion and Analysis and Condensed Interim Consolidated Financial Statements for the three and six months ended October 31, 2025 and 2024, giving more detail on the company’s recent operating and financial performance.

The filing also states that Exhibits 99.1 and 99.2 are incorporated by reference into MindWalk’s existing registration statements on Form S-8 and Form F-3, which relate to previously registered securities. In addition, CEO and CFO certifications pursuant to Canadian regulations are provided as Exhibits 99.3 and 99.4, and the report is signed on behalf of the company by Chief Executive Officer Jennifer Bath.

MindWalk Holdings Corp. (HYFT) entered a Sales Agreement enabling an at‑the‑market offering of up to $30 million in common shares. The company may offer and sell shares from time to time through JonesTrading Institutional Services LLC as sales agent, under its effective Form F‑3 shelf, as supplemented by a prospectus dated November 7, 2025.

Shares may be sold on The Nasdaq Capital Market or other existing trading markets using methods permitted by law and deemed an “at the market offering” under Rule 415(a)(4). The company is not obligated to sell any shares. JonesTrading’s compensation is 3.0% of the gross proceeds of any shares sold. The agreement may be terminated by either party as provided in the contract.

MindWalk Holdings Corp. (HYFT) launched an at-the-market offering of up to U.S.$30,000,000 in common shares through JonesTrading as sales agent. Sales may be made on Nasdaq under Rule 415(a)(4). JonesTrading will earn a 3.0% commission, and there is no escrow. The shares will not be sold in Canada. HYFT last closed at U.S.$1.76 on November 4, 2025.

MindWalk expects to use any net proceeds for research and development, capital expenditures (including laboratory expansion), working capital and general corporate purposes, and it may allocate a portion to repurchase securities or pursue complementary investments or acquisitions. Common shares outstanding were 46,157,312 as of July 31, 2025.

MindWalk Holdings Corp. furnished a Form 6-K that includes Exhibit 99.1, a Revised Statement of Executive Compensation dated November 6, 2025.

The company states that Exhibit 99.1 is incorporated by reference into its existing registration statements on Form S-8 and Form F-3. The report was signed by Chief Executive Officer Jennifer Bath.