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Just caught wind of something pretty significant in the biotech space. Firefly Neuroscience announced they've hit a major milestone with their EEG/ERP foundation model of the human brain, and the market clearly noticed - stock jumped 80% today.
What's interesting is the scale of what they've accomplished in 2025. They went from basically zero to partnering with 99 commercial users who've completed over 10,800 brain scans. The numbers are pretty wild - 1,880% growth in partner sites and 3,227% increase in clinical assessments year-over-year. That's not incremental progress, that's exponential.
The real asset here is their database. They now have over 191,000 EEG/ERP brain scans, which they're claiming is the world's largest standardized repository. Combined with NVIDIA's L40S GPU acceleration powering their processing, they're building what could be the first large-scale AI model trained specifically on human brain data. The CEO mentioned they're focused on cognitive biomarker discovery - essentially training an AI to understand patterns in how the human brain functions at scale.
Their FDA-cleared tech is already being used for depression, dementia, anxiety, concussions, and ADHD diagnostics. But the real play is the foundation model. If they can launch that successfully, it becomes a platform that clinicians and researchers could build on - similar to how ChatGPT became a foundation for other applications.
Stock's been trading between $0.62 and $6.00 over the past year, currently sitting at $1.23 after today's surge. The acquisition of Evoke Neuroscience seems to have accelerated their data collection significantly. Worth keeping an eye on if you're interested in where AI and neuroscience are converging.