Soley Therapeutics just stepped out of the lab shadows with a $200M Series C, and this one lands with real weight. South San Francisco grit, UCSF DNA, and 15+ years of sitting with a question most of biotech was too impatient to respect. How do cells decide whether to survive, adapt, or quit. Yerem Yeghiazarians, MD and Kurosh Ameri, PhD did not chase shortcuts. They let biology talk, then built the microphones.

This company was not born from a deck or a demo day. It came from decades of stress biology, anoxia research, and Nobel-adjacent science that people love to cite and rarely operationalize. Soley Therapeutics treats human cells like the most advanced sensors on the planet, not dumb endpoints. Cells speak. Most platforms listen for noise. Soley listens for meaning, translating cellular language through imaging, automation, computer vision, and AI that actually earns the name.

Surveyor Capital led the round, with HRTG Partners and RWN Management joining in, while Doug Leone Family Fund, Breyer Capital, and GordonMD Global Investments doubled down. That is not tourist capital. Jim Breyer does not linger without conviction. Doug Leone does not show up for science projects. Craig Gordon, MD has seen enough pipelines to know when one bends the curve. This syndicate reads like a signal, not a headline.

The platform is already producing at a pace that makes spreadsheets nervous. 100K+ molecules screened weekly. Dozens of proprietary chemical series, all first in class. Two oral oncology programs advancing toward the clinic, including an acute myeloid leukemia asset tracking toward an IND in 2026 and a solid tumor program right behind it. Non-cytotoxic selectivity baked in. That matters to patients and to anyone tired of therapies that win assays and lose humans.

Then there is the infrastructure. Oracle and NVIDIA are not logo placement here. They are load bearing. Petabytes of biological data, Blackwell GPUs, serious compute for serious biology. SoleyMaps and SoleyGPT are trained on data no one else owns, which is the only flavor of AI that compounds instead of evaporates.

Leadership stays tight to the science. Yerem Yeghiazarians brings clinical gravity and translational scar tissue. Kurosh Ameri brings foundational work that helped define how cells sense oxygen and stress in the first place. Erik Wiberg knows how to build value without lighting capital on fire. Mehrdad Hamadani makes the machines hum. Paul Woodard, MD brings clinical discipline when imagination needs guardrails.

$200M does not buy certainty. It buys time, optionality, and pressure. Soley Therapeutics now carries all 3, and the cells are still talking. The smart money is listening.

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