Hi Anzu Partners Community,

This is Jason Smith, Partner at Anzu Partners and lead investment manager of the Longview Innovation portfolio. For this edition of our newsletter, I wanted to introduce you to one of many exciting companies in the Longview Innovation portfolio, MOBILion Systems. MOBILion was founded by Longview Innovation out of a collaboration with Pacific Northwest National Lab in 2017 to realize the transformative potential of Systems for Lossless Ion Manipulation or SLIM. The technology, developed by Chief Scientist and Batelle Fellow Richard D. Smith, has the potential to revolutionize both the speed and resolution of biological sample analysis and is a key enabling technology for proteomic and multi-omic discovery.

We believe MOBILion Systems is pioneering a new era in how scientists understand the molecular world. At the core of its innovation is a proprietary separation technology, Structures for Lossless Ion Manipulation (SLIM), which enables levels of molecular separation and detection previously thought impossible. As of today, this breakthrough has already resulted in more than 100 peer-reviewed publications and is now powering products poised to reshape key markets from pharmaceutical development to environmental safety.

The company’s first commercial system, MOBIE®, is already in the hands of early adopters tackling some of the most pressing challenges in pharmaceutical, food, and environmental testing. At the recent American Society for Mass Spectrometry conference, more than 50 independent presentations showcased the impact MOBILion customers are having using the platform to solve real-world problems from drug characterization to PFAS detection. 

Building on this foundation, MOBILion is now advancing into one of the fastest growing and impactful areas of life science: proteomics. The company recently unveiled its next-generation operating mode, Parallel Accumulation Mobility Aligned Fragmentation (PAMAF), which eliminates long-standing trade-offs in speed, sensitivity, and data quality. This approach is the basis for its forthcoming BILLIE™ proteomics platform, designed to unlock unprecedented biological insight by detecting more proteins, more accurately, in less time.

Proteomics is widely regarded as the next frontier in precision medicine and drug discovery. By enabling faster, deeper, and more confident analysis of proteins, MOBILion’s technology has the potential to accelerate therapeutic development, improve disease understanding, and advance biomarker discovery. To guide this mission, the company has assembled a world-class Proteomics Advisory Board featuring leaders from the Broad Institute, Bristol Myers Squibb, Scripps Research, and other globally recognized institutions.

MOBILion’s vision is clear: to reveal what others leave unseen. Backed by an infinitely flexible technology, early commercial traction, and a next-generation product on the horizon, the company is poised to transform multiple markets with a broadly applicable solution built for lasting disruption. Read more about what current customers are accomplishing with MOBILion Technology here. We are excited about what’s next for MOBILion and for other Longview companies in the Anzu portfolio.

Sincerely,

Jason Smith, Partner, Anzu Partners & Managing Director, Longview Innovation  

PORTFOLIO COMPANY UPDATES

Niron Magnetics CEO Testified Before Congress; Niron Adds Two New Board of Directors

Niron Magnetics CEO Jonathan Rowntree testified before the U.S. House Select Committee in mid-November on the Chinese CCP, presenting the company’s breakthrough Iron Nitride magnet technology as a solution to reducing America’s critical dependence on rare earth materials. Rowntree’s testimony emphasized that Iron Nitride technology at scale can eliminate foreign rare earth dependencies that have plagued American manufacturers for decades.

Niron also announced the appointment of Jon Olson and Eric Stang to its Board of Directors. Their deep experience in technology, finance, and scaling high-growth public and private companies will help guide Niron Magnetics’ journey.

Jon Olson brings more than 30 years of strategic and financial leadership in the global technology and semiconductor industries. He currently serves on the boards of Advanced Micro Devices (NASDAQ: AMD), Rocket Lab (NASDAQ: RKLB), and Kulicke & Soffa (NASDAQ: KLIC), and previously held senior executive roles at Xilinx and Intel.

Eric Stang is a seasoned technology executive who has led multiple public and private companies through growth and transformation phases, driving innovation from concept to commercial success. He currently serves as Chairman and CEO of Ooma (NYSE: OOMA), a leader in smart communications and networking solutions, and previously served as CEO of Reliant Technologies and Lexar Media.

South 8 Technologies Partnered with LG Energy Solution and Signed LOI with Galvion

South 8 Technologies and LG Energy Solution announced a partnership to jointly develop space-rated lithium-ion batteries optimized for extreme low temperatures. The two companies’ cooperation is part of a larger aerospace initiative involving KULR Technology Group, Inc (NYSE American: KULR) and NASA to develop cold-temperature battery solutions for the next generation of deep space missions.

South 8 also signed a Letter of Intent (LOI) with Galvion, a global leader in the design and manufacture of intelligent power and data management solutions, innovative head systems and integrated soldier systems. The LOI represents a shared commitment between two innovative defense and energy organizations to push the boundaries of battery performance through focused research and product development.

The LOI establishes the framework for cooperative innovation, knowledge exchange, and field-focused testing to accelerate customers’ operational readiness in sub-zero temperatures. The initial scope of the work is guided by the urgent needs of defense customers in the US and Northern Europe who demand improved battery performance in climates with extreme temperatures.

ImmunoScape Announced Collaboration with Cue Biopharma and Expanded Advisory Network

ImmunoScape announced an exclusive in-licensing deal with Cue Biopharma Inc. (Nasdaq: CUE) to lead the development of a distinct new class of therapies to attack solid tumor cancers. The deal provides ImmunoScape with exclusive access to Cue Biopharma’s clinical-stage Immuno-STAT® molecules in oncology. Under the agreement, ImmunoScape will develop a novel Seed-and-Boost immunotherapy that combines Cue Biopharma’s clinically validated Immuno-STAT T-cell engagers, the CUE-100 series, with ImmunoScape’s proprietary TCRs.

ImmunoScape also appointed Usman "Oz" Azam, MD, and Adrian Bot, MD, Ph.D., to its Board of Directors. Dr. Azam, President and CEO of Cue Biopharma and former global head of Novartis' Cell and Gene Therapy business, brings the support of Boston-based Cue Biopharma and extensive expertise in cell therapy development, manufacturing and commercialization. Dr. Bot brings 27 years of experience in discovery, development and commercialization of immunotherapies including CAR and TCR-engineered T cell products.

The news was covered by Discover Pharma, The Cancer Letter, Drug Discovery World and more.

ExOne and voxeljet Launched Unified Global Aftermarket Support Network 

ExOne and voxeljet, both members of ExOne Global Holdings, announced the launch of a joint global Aftermarket Service and Support Network for their industrial 3D printing systems. The collaboration brings together two of the most experienced teams in binder jet 3D printing under one coordinated service framework, designed to deliver faster response times, higher uptime, and greater customer confidence.

Through this new alliance, customers of both ExOne and voxeljet systems will have access to on-demand technical support, as well as expanded access to certified service technicians and spare parts inventory across 8 countries (USA, Germany, Japan, China, India, South Korea, Singapore, and France). The expanded service network includes a steadily increasing spare parts inventory with the recent addition of over $1 million of spare parts at the joint service center outside of Detroit, Michigan.

 MedCrypt Achieved 100% FDA Submission Approval Rate and Launched Security Intelligence to Help Mature Medical Device Cybersecurity Program

Medcrypt announced the launch of Medcrypt Security Intelligence, the industry’s first expert-enhanced software solution for assessing, benchmarking, and advancing cybersecurity program maturity across the medical device lifecycle.

With more than 250 successful projects, 80+ satisfied clients, and a 100% FDA submission approval rate for cybersecurity elements, Medcrypt is the only company that addresses any cybersecurity findings or follow-up questions from the FDA at no additional cost – ensuring every supported submission achieves full approval.

ANZU PARTNERS UPDATES

Upcoming Events

Anzu representatives plan to attend the following events:

• CES 2026 – January 6-9, 2026 – Las Vegas
• J.P. Morgan Healthcare Conference 2026 – January 12-15, 2026 – San Francisco

Please reach out to info@anzupartners.com if you’re interested in meeting with us at any of these events.

ADDITIONAL PC MEDIA COVERAGE

• Niron Magnetics was featured in articles in the Washington Post* and Fortune focused on a U.S. and China rare earths deal. Niron’s technology was also the focus of a feature in EV Engineering & Infrastructure.  
• XGS Energy was included in a Los Angeles Business Journal* feature on geothermal power generation and data centers.
• South 8 Technologies was featured in The San Diego Business Journal* for its new partnerships.
• Xendee was featured in a Microgrid Knowledge piece about a microgrid project in Washington.
• TeraPore Technologies was featured in a Cornell Chronicle article.
• Medcrypt was featured in pieces in Healthcare Brew and Bank Info Security focused on medical device security.

*Requires subscription to read

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ABOUT ANZU PARTNERS

Anzu Partners is an investment firm that focuses on industrial and life science technology companies with the potential to transform their industries. Anzu works with entrepreneurs to develop and commercialize technological innovations by providing capital alongside deep experience in business development, market positioning, intellectual property, global connectivity, and operations. For more information, please visit https://anzupartners. com/.