ReviR Therapeutics (溪砾科技)
Shenzhen / Silicon Valley AI biotech targeting RNA and translation with small molecules. Lead RTX-117 is in Phase I for Charcot-Marie-Tooth disease.
1. Core Product / Service
ReviR's Chinese entity, 溪砾科技(深圳)有限公司, was registered on 21 May 2021 in Shenzhen's Nanshan district. It is wholly owned by a Hong Kong holding company [3]. English releases give the headquarters as Brisbane, California [1], and the team is split between Silicon Valley and Shenzhen [2].
The VoyageR AI platform models RNA structure and finds small molecules that regulate RNA splicing and translation. Its first focus area was splicing modulation (SpliceR) [1][2].
Lead asset: RTX-117. A highly selective small-molecule activator of eIF2B that dampens the overactive integrated stress response (ISR) to restore normal protein translation [4].
- Charcot-Marie-Tooth disease (CMT): cleared for trials in both China and the US, with FDA orphan drug designation [4].
- Vanishing White Matter disease (VWM): NMPA cleared an additional trial in early 2026 [4].
- FDA rare pediatric disease designation: granted in August 2026. RTX-117 is in Phase I, which the company expects to finish by year-end [5].
Wet-lab model. The 2024 release says ReviR itself contributes RNA structural analysis, small-molecule screening and target-engagement evaluation [1]. RTX-117 was co-developed with xtalpi using XtalPi's AI-plus-robotics platform [4], so chemistry and automated experimentation rely at least partly on a partner. Lab size in Shenzhen or California is not disclosed, and no job postings were found.
2. Target Users & Pain Points
- Patients with rare neurological diseases. CMT and VWM have no approved disease-modifying therapies. Rare-disease designations give regulatory and commercial incentives.
- Patient foundations. The Charcot-Marie-Tooth Research Foundation invested in the Series A [1], and CureCMT made a strategic investment in April 2026 [3]. Disease foundations are acting as co-funders.
3. Competitive Landscape
| Player | Positioning | Vs. ReviR |
|---|---|---|
| xunjing-bio | 2023 Beijing RNA-targeting small-molecule startup | Same modality thesis; earlier and smaller |
| xtalpi | AI + robotics discovery platform | Partner and investor; shares RTX-117 economics |
| mindrank | Same-cohort AI small-molecule company | Late-stage metabolic asset vs ReviR's rare-disease CNS focus |
| aureka-bio | China/US AI antibody startup | Similar cross-border structure question |
4. Unique Observations
- It sits below this cohort's funding bar but is clinical. About US$54M disclosed through 2024 [1] is well under the capital of helixon-therapeutics or syneron-bio. Yet it has a first-in-class asset with China and US clearances.
- The economics are shared with its platform partner. XtalPi receives milestone payments ("tens of millions of HKD" after clinical approvals), global sales royalties and a share of out-licensing income on RTX-117 [4]. The "AI-native own pipeline" is partly a co-owned asset.
- Is it a Chinese company? It has a Shenzhen operating entity, a California headquarters in English releases and mostly Chinese venture investors. As with aureka-bio, classification depends on definition.
- The mechanism has moved from the original thesis. RTX-117 acts on eIF2B and the ISR, not directly on an RNA structure. The platform's "RNA-targeting" label is broader than its lead molecule.
5. Financials / Funding
| Round | Date | Amount | Investors |
|---|---|---|---|
| Angel | May 2021 | not disclosed | 5Y Capital, CDH VGC [2] |
| Pre-A | Jan 2022 | "tens of millions of USD" (one database: US$20M) | Led by Sky9, Shunwei, Tiantu; existing investors over-subscribed [2][3] |
| Series A | Jul 2024 | US$30M | Led by Lapam Capital; CDH, 5Y, Yael followed; XtalPi and CMTRF joined [1] |
| Strategic | Apr 2026 | not disclosed | CureCMT [3] |
- Total raised: US$54M through the Series A [1], plus the undisclosed 2026 strategic round.
- Revenue: none disclosed.
6. People & Relationships
- Co-founder & CEO: 岳鹏 (Peng Yue) [1].
- Co-founder & Chairman: 李阳 (Yang Li) [2].
- Partner / investor: xtalpi.
- Investors: 5Y Capital, CDH, Sky9 Capital, Shunwei, Lapam Capital, CMTRF, CureCMT.
- Peers: mindrank, stonewise, metis-techbio, helixon-therapeutics, syneron-bio.
Sources
- BioSpace / PR Newswire (Series A) — https://www.biospace.com/revir-therapeutics-raises-30-million-series-a-financing-to-advance-its-proprietary-oral-genetic-medicines-for-multiple-cns-disorders
- Sky9 Capital (Pre-A) — https://www.sky9capital.com/2025/?p=12168
- 36Kr company profile — https://pitchhub.36kr.com/project/1678553175356420
- XtalPi (RTX-117 approvals) — https://en.xtalpi.com/?p=1591
- Thailand Business News / PR (FDA RPDD) — https://www.thailand-business-news.com/pr-news/revir-therapeutics-receives-fda-rare-pediatric-disease-designation-for-rtx-117-in-charcot-marie-tooth-disease