Analyst Group

Analyst Group Comment on Circio’s EPO Patent Filing Extending the circVec IP Estate

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Positiv

Sammanfattning

Circio Holding ASA har lämnat in en ny patentansökan till Europeiska patentverket (EPO) som avser ett nytt genetiskt element som förbättrar effektiviteten för intracellulär circRNA-generering med cirka 4 gånger. Ansökan stärker bolagets immateriella rättigheter (IP) kring circVec-plattformen.

Analys

Patentansökan stärker Circios immateriella rättigheter (IP) och kan förbättra bolagets position inför kommande milstolpar. De närmaste värdedrivarna är det pågående in vivo CAR-T-programmet och data för ögon- och hjärtsjukdomar under Q4-2026, samt uppdateringar kring ett partnerprojekt. En bredare IP-bas kan stödja framtida licensieringsdiskussioner.

Insikter

  • • Patentansökan är en del av en bredare strategi för att stärka IP-portföljen kring circVec-plattformen.
  • • Framtida licensieringsdiskussioner kan gynnas av en utökad IP-bas.
  • • Kommande data för in vivo CAR-T och sjukdomsmodeller är viktiga katalysatorer.

Circio Holding ASA (”Circio” or ”the Company”) announced, on the 21st of May 2026, that it has filed a new patent application with the European Patent Office (EPO), to be expanded subsequently into a global Patent Cooperation Treaty (PCT) application. The invention covers a novel genetic element that improves the efficiency of intracellular circRNA generation by approx. 4-fold and is described by the Company as a critical general design feature for efficient circRNA-based gene expression from vectors. The filing adds to several PCT applications already in place covering multiple aspects of the circVec platform.

Circio Holding ASA (”Circio” or ”the Company”) announced, on the 21st of May 2026, that it has filed a new patent application with the European Patent Office (EPO), to be expanded subsequently into a global Patent Cooperation Treaty (PCT) application. The invention covers a novel genetic element that improves the efficiency of intracellular circRNA generation by approx. 4-fold and is described by the Company as a critical general design feature for efficient circRNA-based gene expression from vectors. The filing adds to several PCT applications already in place covering multiple aspects of the circVec platform.

In summary, Analyst Group views the EPO filing, if granted, as an incremental reinforcement of the multi-layered circVec IP estate and a further sign of continued platform optimization. Together, these elements would strengthen Circio’s positioning ahead of a catalyst-rich window. The near-term value drivers remain the progressing in vivo CAR-T programme and the Q4-26 cluster of eye and heart disease-model data, the partnered CNS project update, and in vivo CAR-T efficacy readouts, where positive outcomes, combined with a continuously broadened IP base, could support more substantive licensing discussions.

Read Analyst Group’s comment here

About Analyst Group: One of Sweden's leading equity research boutiques with focus on small and medium-sized listed companies.Read more about Analyst Group This is a press release from Analyst Group regarding the publication of a comment on Circio Holding. Readers may assume that Analyst Group has received compensation for making the comment. The Company has not been given an opportunity to influence the parts where Analyst Group has had opinions about the Company, future valuation or anything else that could be considered a subjective assessment.