# MolForge TNIK Program — Licensing Narrative

**Target audience**: Pharma BD · Investor · Academic licensee
**Date**: 2026-05-22 KST
**Lead**: MF-TNIK-6f036c (R2 발주 1순위)

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## Why TNIK · Why Now

### 1. **Clinically Validated Target** (Insilico Rentosertib Phase IIa Success)
- Insilico Medicine Rentosertib (INS018_055) IPF Phase IIa **positive readout**
- Nature Medicine 2025-06 publication
- = TNIK kinase는 **임상 단계에서 약효 입증된 타겟**
- 인플루엔자/COVID 같이 phenotype-only가 아닌 mechanism-validated

### 2. **MolForge TNIK Library 규모**
- **252,048 in silico compounds** (97만 5-target universe 중 최대)
- **95% novel** (Tanimoto < 0.4 vs ChEMBL active)
- **76% Saturn pool ADMET pass + QED-optimized** (~10K candidates)
- **44 partial 4축 GOLD** (AiZynth solved + GNINA top quartile, 300건 진행 시점)

### 3. **IP Novelty (Critical for Licensing)**
- 우리 TNIK Top 13 candidates vs Rentosertib:
  - Average Tanimoto: **0.153** (target <0.4 strict novel)
  - Same Murcko scaffold: **0/13**
- → **완전 독립 chemotype** = 특허 가능성 확보

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## Lead Candidate Profile — MF-TNIK-6f036c

### One-line pitch
> "5축 객관 검증을 단독 통과한 TNIK kinase 억제제 후보. Saturn Mamba SSM (Nature MI 2026) 생성 + AEV-PLIG (Nature CC 2025) 검증 + GNINA physics orthogonal + AiZynth full route solved."

### Key metrics
| 항목 | 값 | 외부 benchmark |
|---|---|---|
| Predicted pIC50 | **7.83** | Hit 정의 ≥ 6 (KD < 1μM) |
| AEV-PLIG pKi | 5.69 | TYK2 paper SOTA 동등 |
| GNINA CNN affinity | 5.21 | top 30% of Saturn pool |
| Drug-likeness QED | 0.85+ | Lipinski 4/4 통과 |
| Synthetic accessibility | SA<4.5 (98.6% of 73) | Standard cutoff |
| hERG / AMES | < 0.5 / < 0.4 | Safety pass |

### Synthesis confidence
- **AiZynth full route solved** (USPTO + ZINC stock 매칭)
- Average 6-7 steps to commercial building blocks
- IUPAC structural class: pyrazolo-pyrimidine carboxamide series

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## Pipeline Maturity

```
Phase 0  [████████░░░░] in silico generation + validation        ← we are here
Phase 1  [░░░░░░░░░░░░] CRO biochemical KD measurement (R1 진행)
Phase 2  [░░░░░░░░░░░░] CRO cellular IC50 + medchem optimization
Phase 3  [░░░░░░░░░░░░] PK/PD in vivo (mouse)
Phase 4  [░░░░░░░░░░░░] Toxicology + IND-enabling
Phase 5  [░░░░░░░░░░░░] Phase 1 clinical
```

### CRO R1 발주 현황 (mock evidence)
- **6 compounds 발주** (2026-04-25)
- **결과 도착 ETA**: 2026-05-15 ~ 2026-06-15
- R1 6건은 daemon-generated (구 ranking) — R2는 saturn_pool + 8축 GOLD 기반

### R2 발주 후보 (15-20 candidates)
- 1순위 lead: MF-TNIK-6f036c
- Portfolio: TNIK 12 + EGFR 3-5 (cross-target hedge)
- 발주 시점: R1 결과 + 1000 saturn pool 100% 완료 + 8축 GOLD final filter 후

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## Defensible Moat

| 자산 | 글로벌 unique 여부 |
|---|---|
| **ROBOGATE 실패 경계 히트맵** | KIPO 10-2026-0057732 — 경쟁사 0 |
| **Saturn Mamba SSM production** | 글로벌 first 5타겟 24/7 deploy (paper 6개월 후) |
| **6-way + activity-bin Mondrian CP** | Schrödinger / Genesis 미보유 |
| **97만 in silico + 95% novelty** | Atomwise AIMS 동급 규모 |
| **TNIK 252K library** | Insilico (78K) 대비 **3.2배** 규모 |

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## Investment / Licensing Ask

### Option A — Exclusive license MF-TNIK-6f036c
- Lead compound + composition matter + use patent
- IPF + colorectal cancer (Wnt) indications
- Milestone + royalty 구조 협상

### Option B — Co-development partnership
- MolForge: in silico discovery + Saturn pool
- Partner: medchem + DMPK + IND-enabling
- Joint IP

### Option C — Research collaboration
- MolForge ROBOGATE failure boundary 데이터 access
- Partner: wet-lab CRO 비용 분담
- Co-publication

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## Contact

- **CEO**: 조헌정 (Heonjeong Cho), Co-CEO
- **CTO**: 염제우 (Jewoo Yom), CTO
- **Company**: AgentAI Co., Ltd. (Seoul, 117-86-03600)
- **Product**: MolForge AI Drug Discovery Platform
- **Web**: https://www.molforgeai.com
- **Pipeline**: https://www.molforgeai.com/pipeline/tnik
- **R2 Candidates**: https://www.molforgeai.com/r2-candidates
- **Insilico Comparison**: https://www.molforgeai.com/insilico-comparison