Lunai Bioworks outlines three revenue engines in shareholder letter

Lunai Bioworks Inc. (NASDAQ: LNAI) issued a letter to shareholders outlining three revenue-generating business segments: AI drug discovery, AI bio-defense, and immunotherapy.

The Sacramento-based company said it completed its AI platform over the past 12 months and is in negotiations with pharmaceutical and drug discovery companies for partnerships. Chief Executive Officer David Weinstein stated the company's Augusta platform uses artificial intelligence to analyze patient data and reverse-engineer diseases into biologically defined subgroups.

In the AI drug discovery segment, Lunai reported working with Supernus Pharmaceuticals (NASDAQ: SUPN) to identify patient subgroups for an epilepsy clinical trial. The company announced a new oncology collaboration with a clinical-stage partner to analyze data from a Phase 2 metastatic colorectal cancer trial.

The bio-defense segment includes three components: Sentinel for threat detection, Pathfinder for rapid threat assessment, and CounterAct for identifying countermeasures. The company said it is in negotiations with government programs and private-sector partners for this work.

For immunotherapy, Lunai reported its allogeneic dendritic cell therapy achieved complete regression of pancreatic tumors in preclinical mouse models, with results published in the journal Vaccines in November 2025. The company said it received a letter of intent to license the therapy.

Lunai also disclosed previous work with Northwell Health and Johnson & Johnson's Janssen division analyzing COVID-19 patient data to identify treatment-responsive subgroups.

The company's approach aims to reduce drug discovery timelines from over two years to under one year and increase success probability through biological validation in living systems before large-scale investment.

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