May. 29 at 7:34 PM
$BFRG Posted Apr 5, 2026
Timestamps
00:00 The core problem in drug discovery
00:38 Why BFRG shocked the market
01:47 The top 5 pharma agreement and MDD focus
03:05 What causal AI and graph analytics actually mean
05:42 Why this deal matters for a tiny company
06:11 What the 2025 10-K reveals
06:51 Q1 2026 commercial progress and partnerships
07:50 Patient stratification in phase 3 trials
08:56 Cash burn, cash reserves, and runway pressure
09:36 Nasdaq deficiency notices and delisting risk
10:29 Reverse stock split risk explained
11:45 No Wall Street analyst coverage
12:55 BFPRP and the data bottleneck opportunity
14:11 Bullfrog’s drug rescue model and internal pipeline
15:24 BF114, Cell Reports, and liver disease opportunity
16:21 What AI can and cannot do in biotech
16:55 Strong technology vs. weak financial position
17:31 The upside case if the pharma option is exercised
17:53 The survival challenge through August 2026
18:29 Final takeaway and viewer question
https://www.youtube.com/watch?v=MQHjBj-d8Ls
