自願公告 英矽智能與康哲藥業達成數千萬港元的中樞神經系統及自身免疫疾病領 域的多個藥物研發項目合作 本公告由英矽智能（「本公司」，連同其附屬公司統稱「本集團」）自願作出，以告知 本公司股東及潛在投資者有關本集團的最新業務更新。 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性 或完整性亦不發表任何聲明，並明確表示概不就因本公告全部或任何部分內容而產生或因依賴 該等內容而引致的任何損失承擔任何責任。 INSILICO MEDICINE InSilico Medicine Cayman TopCo 英矽智能 （於開曼群島註冊成立的有限公司） （股份代號：3696) 關於英矽智能 英矽智能是一家全球先鋒生物科技公司，致力於整合人工智能和自動化技術，加 速藥物發現並推動生命科學領域的創新，賦能人類擁有更長久、更健康的生活。 2025年12月30日，公司於香港聯合交易所主板掛牌上市，股票代碼：03696.HK。 利用自主研發的Pharma.AI平台和先進的自動化生物學實驗室，英矽智能正為纖維 化、腫瘤學、免疫學、疼痛、肥胖與代謝紊亂等尚未被滿足的疾病領域提供創新 藥物解決方案。此外，英 ...

每经AI快讯，英硅智能(03696.HK)午后涨超10%，截至发稿涨10.14%，报68.45港元，成交额1.82亿港 元。 ...

Core Viewpoint - The stock of Insilico Medicine (03696) rose over 10% following the announcement of a milestone payment from Menarini Group related to their collaboration on the MEN2501 project, which is a KIF18A inhibitor designed for treating chromosomal instability solid tumors [1] Group 1: Company Developments - Insilico Medicine received a milestone payment of HKD 39 million from Menarini Group after the first patient was dosed in the Phase I clinical trial of MEN2501 [1] - This follows a previous milestone payment of over HKD 23.4 million received in July 2025 for development and regulatory achievements [1] Group 2: Industry Position - Morgan Stanley's report highlights Insilico Medicine as a leader in the AIDD (AI-Driven Drug Discovery) field, noting substantial progress in both technical validation and application [1] - The company's execution capability in chemical modeling supports its repeatable "1-to-N" innovation engine, with potential upside expected to be further realized as biological model validations become evident [1]

Core Viewpoint - The stock of Insilico Medicine (03696) rose over 10% following the announcement of a milestone payment from Menarini Group after the completion of the first patient dosing in the Phase I clinical trial of MEN2501, a KIF18A inhibitor designed for treating chromosomal instability solid tumors [1] Group 1: Company Developments - Insilico Medicine received a milestone payment of HKD 39 million from Menarini Group after the first patient dosing in the MEN2501 project [1] - This follows a previous milestone payment of over HKD 23.4 million received in July 2025 for development and regulatory milestones [1] - MEN2501 is a highly differentiated KIF18A inhibitor designed using Insilico's generative AI engine [1] Group 2: Industry Insights - Morgan Stanley's report highlights Insilico Medicine as a leader in the AIDD (AI-Driven Drug Discovery) field, noting substantial progress in both technology validation and application [1] - The execution capability of its chemical models supports a repeatable "1-to-N" innovation creation engine [1] - As biological model human validation becomes more evident, the potential upside for the company is expected to be further released as the industry enters a broader adoption phase of AIDD [1]

Core Insights - The article discusses the potential of targeting NLRP3 as a strategic approach in drug development, particularly through the candidate drug ISM5059, which aims to address various inflammatory and metabolic diseases [1][2][5] Group 1: Drug Development Strategy - The "pipeline in a drug" strategy is highlighted as a compelling approach, allowing a single drug to cover multiple indications, exemplified by successful drugs like adalimumab and pembrolizumab [1] - ISM5059, a peripheral restrictive inhibitor targeting NLRP3, has been nominated by Insilico Medicine, showcasing a novel core structure designed through their Pharma.AI platform [1][3] Group 2: Clinical and Preclinical Efficacy - In preclinical studies, ISM5059 demonstrated excellent in vivo efficacy across various animal models, indicating its potential for further exploration in autoimmune, inflammatory, metabolic, cardiovascular, and ophthalmic diseases [1][3] - The drug showed a significant dose-dependent inhibition of IL1β, with a nearly 50% reduction at a low dose of 0.3 mg/kg in an intraperitoneal inflammation model [3] Group 3: Market Potential and Strategic Positioning - The global endocrine and metabolic market is approaching $200 billion, raising questions about whether the potential of NLRP3 can lead to the next blockbuster drug [2] - Insilico Medicine's strategy includes a dual approach with ISM5059 and another candidate, ISM8969, targeting both central nervous system diseases and peripheral inflammatory conditions, enhancing their market positioning [2][5] - Recent collaborations, including a partnership worth HKD 931 million with Qilu Pharmaceutical, emphasize the company's commitment to addressing cardiovascular and metabolic diseases [5]

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 | 截至月份: | 2026年1月31日 | | | | | 狀態: | 新提交 | | --- | --- | --- | --- | --- | --- | --- | --- | | 致：香港交易及結算所有限公司 | | | | | | | | | 公司名稱: | 英矽智能 | | | | | | | | 呈交日期: | 2026年2月5日 | | | | | | | | I. 法定/註冊股本變動 | | | | | | | | | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 (註1) | 是 | | | 證券代號 (如上市) | 03696 | 說明 | | | | | | | | | 法定/註冊股份數目 | | 面值 | | | 法定/註冊股本 | | 上月底結存 | 1,270,000,000 | USD | 0.0000005 | USD | 635 | | --- | --- | --- | --- | --- | --- | | 增加 / 減少 (-) | | | | USD ...

Group 1 - As of February 4, 100 stocks reached a 52-week high, with METROPOLIS CAP (08621), Asia Backup (08290), and Wenling Tooling (01379) leading the high rate at 74.55%, 63.89%, and 57.48% respectively [1] - METROPOLIS CAP closed at 0.048 with a peak of 0.096, while Asia Backup closed at 0.032 with a peak of 0.059, and Wenling Tooling closed at 3.400 with a peak of 6.000 [1] - Other notable stocks that reached new highs include Asia Internet Technology (00679) at 46.23% and Asia Pacific Financial Investment (08193) at 25.45% [1] Group 2 - The 52-week low rankings show that Gaodi Co. (01676) had the largest decline at -45.71%, followed by Xixiang Group (02473) at -23.42% and Jianfa Xingsheng (00731) at -21.51% [3] - Gaodi Co. closed at 0.243 with a low of 0.171, while Xixiang Group closed at 2.370 with a low of 2.060, and Jianfa Xingsheng closed at 0.137 with a low of 0.135 [3] - Other significant declines include Huaxia SOL-R (83460) at -14.34% and Huaxia SOL-U (09460) at -13.97% [3]

Core Viewpoint - The stock of Insilico Medicine (03696) has risen over 4%, reaching a new high of 72.4 HKD, driven by significant milestone payments from its collaboration with Menarini Group for the MEN2501 project [1] Group 1: Financial Performance - Insilico Medicine received a milestone payment of 39 million HKD from Menarini Group after the first patient was dosed in the Phase I clinical trial of MEN2501 [1] - The company has achieved a total of 3 business development (BD) collaborations since 2026, with upfront payments totaling 42 million USD, including recent research milestone payments [1] - The total amount from these collaborations has reached 1.074 billion USD, indicating strong commercial validation of the company's value [1] Group 2: Product Development - MEN2501 is a highly differentiated KIF18A inhibitor designed and optimized by Insilico's generative AI engine, aimed at treating chromosomal instability solid tumors [1] - The core pipeline ISM001-055 is the only fully AI-developed drug to have obtained Phase II clinical data globally, with potential to become a disruptive therapy [1] - The company is expected to achieve more BD collaborations in 2026, which could act as a direct catalyst for stock price appreciation [1]

Core Viewpoint - The stock of Insilico Medicine (03696) has risen over 4%, reaching a new high of 72.4 HKD, driven by significant milestone payments from its collaboration with Menarini Group for the MEN2501 project [1] Group 1: Financial Performance - Insilico Medicine received a milestone payment of 39 million HKD from Menarini Group after the first patient was dosed in the Phase I clinical trial of MEN2501 [1] - The company has achieved a total of 3 business development (BD) collaborations since 2026, with upfront payments totaling 42 million USD, including recent milestone payments [1] - The total value of these collaborations amounts to 1.074 billion USD, indicating strong commercial validation of the company's value [1] Group 2: Product Development - MEN2501 is a highly differentiated KIF18A inhibitor designed and optimized by Insilico's generative AI engine, aimed at treating chromosomal instability solid tumors [1] - The core pipeline ISM001-055 is the only fully AI-developed drug to have obtained Phase II clinical data globally, with potential to become a disruptive therapy [1] - The company is expected to achieve more BD collaborations in 2026, which could serve as a direct catalyst for stock price growth [1]

Major Events - InnoCare Pharma (09926) granted exclusive commercialization rights of Yixineng® to Jichuan Pharmaceutical [1] - Ying Si Intelligent (03696) received a milestone payment of HKD 39 million from Menarini, with the MEN2501 project completing its first patient dosing [1] - Xiansheng Pharmaceutical (02096) received a recent milestone payment related to the overseas licensing option agreement for SIM0500 with AbbVie [1] - Innovent Biologics (02577) completed significant design integration for related products on Google's AI hardware platform and signed a compliant supply agreement [1] - Federal Pharmaceutical (03933) obtained implied approval for clinical trials of UBT251 injection for OSA indications [1] - Kanghong Pharmaceutical (00867) received clinical trial approval for the innovative drug CMS-D017 capsule for complement-mediated kidney disease indications [1] - First Capital Holdings (00697) announced the successful IPO and listing of Shimon Holdings on the Shenzhen Stock Exchange [1] Operating Performance - Country Garden (02007) achieved a contract sales amount of approximately CNY 2.21 billion attributable to shareholders by January 2026 [1] - Nissin Foods (01475) reported an operating profit of JPY 5.672 billion from its China business segment for the first three quarters, representing a year-on-year increase of 99.8% [1] - Natural Beauty (00157) issued a profit warning, expecting an annual net profit of approximately HKD 8 million to HKD 10 million, marking a turnaround from losses [1]