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Applied Therapeutics, Inc.: Business Overview, Financials & Competitive Analysis

Applied Therapeutics was acquired by Cycle Group Holdings on February 3, 2026, concluding its journey as a clinical-stage biopharmaceutical company. The company developed govorestat (AT-007), a CNS-penetrant Aldose Re...

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Applied Therapeutics, Inc. OverviewStrategic ProfileCompetitive LandscapeIndustry ContextKey facts
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3/ 10Challenged

Cyborg Score thesis

Distressed biotech acquisition reflecting clinical setbacks and cash burn that forced near-term strategic...

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Industry Clinical-stage Biopharmaceuticals / Rare Metabolic Diseases
1 named competitors
4 recent developments
11 analyst dimensions
Synthesized from analyst-debate stress-testing across 11 dimensions and hundreds of data points. Methodology →
Cyborg Score recalibrated: June 22, 2026
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Applied Therapeutics, Inc. Overview

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Applied Therapeutics was acquired by Cycle Group Holdings on February 3, 2026, concluding its journey as a clinical-stage biopharmaceutical company. The company developed govorestat (AT-007), a CNS-penetrant Aldose Reductase Inhibitor for rare metabolic diseases including Classic Galactosemia, CMT-SORD Deficiency, and PMM2-CDG.

Strategic Profile

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Before acquisition, Applied Therapeutics reduced workforce by approximately 46% and implemented cost-containment measures, reflecting challenges in its development pipeline. The company completed FDA Type C meetings for govorestat in CMT-SORD and received FDA written feedback on galactosemia data, evaluating next steps.

Competitive Landscape

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Govorestat competes in the rare metabolic disease treatment space, targeting CNS-penetrant aldose reductase inhibition for galactosemia and sorbitol dehydrogenase deficiency. The acquisition by Cycle Group reflects consolidation in the biotech sector where smaller clinical-stage companies face significant capital and regulatory hurdles.

Industry Context

Applied Therapeutics, Inc. operates in Clinical-stage Biopharmaceuticals / Rare Metabolic Diseases.

Key facts

Founded: 2016 · Headquarters: New York, United States

What the analysts stress-tested

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Recent developments

Material events tracked by the AskCyborg corpus.

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Named competitors

Pulled from the analyst-debate framework. Click any competitor to see their Cyborg Score.

Rare metabolic disease treatmentsParent company integrating govorestat into broader rare disease portfolio

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Industry context

Applied Therapeutics, Inc. operates in Clinical-stage Biopharmaceuticals / Rare Metabolic Diseases. See how the rest of the sector scores on the Cyborg framework.

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Frequently asked questions

What does Applied Therapeutics, Inc. do?+
Applied Therapeutics was acquired by Cycle Group Holdings on February 3, 2026, concluding its journey as a clinical-stage biopharmaceutical company. The company developed govorestat (AT-007), a CNS-penetrant Aldose Re...
What is Applied Therapeutics, Inc.'s Cyborg Score?+
Applied Therapeutics, Inc. has a Cyborg Score of 3/10 (Challenged). The score synthesizes business model, financials, leadership, competitive position, technology, marketing, and ESG dimensions across hundreds of data points.
Who are Applied Therapeutics, Inc.'s main competitors?+
Named competitors include Rare metabolic disease treatments. The full competitive landscape is in the AskCyborg report.
How can I get the full Applied Therapeutics, Inc. research report?+
Get the report plus analyst-debate audio at askcyborg.com -- no credit card required for preview access. Pro adds saved-company audio playlists and monitoring.
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The Cyborg Score is recalibrated weekly. Recent developments are tracked continuously and surfaced in every report.

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