智通财经APP获悉，英矽智能(03696)涨近5%，盘中高见42.66港元创上市新高。截至发稿，涨4.94%， 报42.5港元，成交额7646.48万港元。 在微软的支持及Microsoft Foundry的技术加持下，英矽智能近日对DORA进行了重要功能升级。升级后 的DORA可与多种Foundry模型无缝集成，包括顶级的O3 Deep Research模型，从而显著提升科研内容创 作效率与输出质量。 除DORA社区版外，英矽智能还为有更高阶、专业化需求的用户提供更为全面的DORA SaaS版本。与开 源版本相比，DORA SaaS可访问英矽智能靶点发现引擎 PandaOmics中预先分析的"蛋白–疾病关联"报 告，从而获得更深入的领域专属洞察；同时，其接入英矽智能数据仓库，支持即时文内引文。 消息面上，1月8日，英矽智能宣布，公司推出DORA社区版(DORA Community Edition)——一款面向科 学研究与内容创作的免费且可自主部署版本的综合性AI引擎。DORA社区版由英矽智能发起、并在微软 支持下推出，旨在让更多人能够使用最前沿的科研工具，推动全球科研协作，提升科学研究的透明度， 加速生物技 ...

由生成式人工智能驱动的临床阶段生物医药科技公司英矽智能(Insilico Medicine)(03696)今日宣布，推出 DORA 社区版(DORA Community Edition)——一款面 向科学研究与内容创作的免费且可自主部署版本的综合性AI引擎。DORA 社区版由英矽智能发起、并在微软支持下推出，旨在让更多人能够使用最前沿的 科研工具，推动全球科研协作，提升科学研究的透明度，加速生物技术及学术界的创新进程。 在当今科学飞速发展的时代，从文献综述到专利申请和商务报告，撰写各类科研文档往往繁琐又耗时。DORA 诞生于 2024 年 7 月，大模型应用快速发展的 时期，由英矽智能开发，是一款先进的"多智能体 AI(Agentic AI)"工具，旨在简化学术论文及其他科研相关文稿的撰写流程。它依托协同工作的多智能体 AI、组合设计的提示词、预置内容生成工作流以及英矽智能的专有数据库，帮助研究人员高效生成多种专业级文档，并提供准确的参考文献。 在微软的支持及 Microsoft Foundry 的技术加持下，英矽智能近日对 DORA 进行了重要功能升级。升级后的 DORA 可与多种 Foundry 模型无缝 ...

Core Insights - Insilico Medicine has launched DORA Community Edition, a free and self-deployable AI engine aimed at enhancing scientific research and content creation, supported by Microsoft [1][3] - DORA is designed to simplify the writing process of academic papers and other research documents, utilizing multi-agent AI and proprietary databases to improve efficiency and output quality [3][4] Group 1: DORA Community Edition - DORA Community Edition will be released under the Apache 2.0 open-source license, allowing for commercial use and further development [3] - The tool aims to foster global scientific collaboration and increase transparency in research, ultimately accelerating innovation in biotechnology and academia [1][3] Group 2: Technological Advancements - The upgraded DORA integrates seamlessly with various Foundry models, including the O3 Deep Research model, significantly enhancing research content creation efficiency [3] - Insilico Medicine's CEO emphasizes the importance of collaboration in scientific discovery, aiming to build a vibrant ecosystem through open-source DORA [3] Group 3: SaaS Version - In addition to the Community Edition, Insilico Medicine offers a more comprehensive DORA SaaS version for users with advanced needs, providing access to pre-analyzed reports and a richer template library [3] - DORA SaaS connects to Insilico Medicine's data warehouse, enabling instant in-text citations and deeper domain-specific insights [3] Group 4: Historical Context and Achievements - Insilico Medicine introduced the concept of using generative AI for innovative molecule design in 2016, laying the groundwork for its Pharma.AI platform [4] - The company has significantly improved early drug development efficiency, reducing the average time from project initiation to candidate nomination to 12-18 months, compared to the traditional 4.5 years [4]

Company Overview - InSilico Medicine, a biotechnology company, focuses on integrating artificial intelligence and automation technologies to accelerate drug discovery and drive innovation in the life sciences sector [1][3]. Recent Developments - On January 5, InSilico Medicine announced a multi-year research collaboration with Servier, a global independent pharmaceutical company, to utilize its AI platform Pharma.AI in the oncology field, aiming to identify and develop new therapeutic drugs [1]. - The agreement allows InSilico Medicine to receive up to $32 million in upfront and milestone payments while leading the discovery and development of potential drug candidates [1]. Strategic Partnerships - InSilico Medicine has established multiple collaborations with pharmaceutical companies, including Fosun Pharma, Sanofi, Eli Lilly, and Menarini, to integrate AI capabilities into drug development [3]. - The company plans to adopt a diversified business model, including drug development collaborations, pipeline licensing, and software licensing, which provides stable revenue and alleviates cash flow pressure from high R&D investments [3]. Industry Insights - The industry consensus acknowledges that AI algorithms can shorten the drug development cycle, although the specific integration paths remain unclear. The collaboration between InSilico Medicine and Servier may offer a viable approach [1][2]. - Several domestic biotech companies leveraging AI technology have begun to produce distinctive products, with potential for continued influence in overseas markets [4]. Future Outlook - InSilico Medicine's CEO emphasizes that AI is evolving from a tool to a foundational infrastructure for pharmaceutical companies, requiring long-term technical accumulation and solid clinical validation [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: 2025年12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1月7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 | | | | 本月底結存 | | | 1,270,000,000 | USD | | 0.0000005 USD | | 635 | 本月底法定/註冊股本總額： USD 635 FF301 II. 已發行股份 ...

Core Viewpoint - InnoCare Pharma (03696) has seen its stock price rise over 5%, reaching a new high of HKD 40.5, following the announcement of a multi-year R&D collaboration with Servier worth USD 888 million [1] Group 1: Company Developments - InnoCare Pharma announced a partnership with Servier to utilize its AI platform Pharma.AI, focusing on challenging targets in the oncology field to identify and develop new therapeutic drugs [1] - The agreement allows InnoCare to receive up to USD 32 million in upfront payments and milestone payments for recent R&D achievements [1] - InnoCare will lead the discovery and development of potential drug candidates using its AI technology, while Servier will co-fund the R&D and lead subsequent clinical validation and commercialization [1] Group 2: Industry Insights - According to recent research from Xiangcai Securities, AI technology has found suitable applications in various stages of the pharmaceutical process, demonstrating significant potential [1] - The report highlights that in the increasingly competitive landscape of innovative drug development, the underlying innovations brought by AI technology in drug R&D showcase immense value [1]

消息面上，英矽智能近日宣布与施维雅(Servier)达成多年期研发合作，总金额达8.88亿美元，双方将携 手利用英矽智能自主研发的人工智能平台Pharma.AI，聚焦于抗肿瘤领域具有挑战性的靶点，识别并开 发全新的治疗药物。根据协议，英矽智能将有资格获得最高3200万美元的首付款及近期研发里程碑付 款，并将主导利用其人工智能技术平台，发现并开发符合既定标准的潜在候选药物；施维雅将共同承担 研发成本，并主导后续临床验证及商业化进程。 湘财证券近期研报指出，从制药的流程看，AI技术已经在多个环节找到了适合自己的应用场景，并发 挥出巨大潜力。该行认为，面对创新药研发领域日趋激烈的同质化竞争，AI技术在药物研发过程中带 来的诸多底层创新无疑也展现出了巨大的价值。 英矽智能(03696)再涨超5%，高见40.5港元创上市新高。截至发稿，涨5.56%，报40.26港元，成交额 5211.21万港元。 ...

对此，有业内人士预判：全球制药行业正在加速拥抱AI，预计未来3—5年将出现更多类似英矽智能与 施维雅的合作模式。 其实，AI的价值不仅在于发现新分子，更在于优化整个研发流程——从靶点识别到临床试验设计。随 着数据积累和模型迭代，AI有望将新药研发周期缩短30%—50%，并降低研发成本。对于中国AI药企来 说，能否在国际化合作中掌握主动权，将决定其在全球市场的地位。 谈及此次与施维雅合作的战略考量，英矽智能联合首席执行官兼首席科学官任峰对21世纪经济报道记者 表示，全球生物医药行业发展数十年至今，机制明确、难度较低的领域探索空间越发狭窄，低垂果实已 经被摘完，引发反思的"内卷现象"的本质也在于此。在这样的背景下，埋头产出me-too和me-better药物 前景有限，反而会加剧同质化竞争，这正是双方选择AI驱动源头创新的根本立足点。 "未来我们还将持续拓展全球伙伴合作，让AI技术真正成为药物研发的底层'基座'，加速创新疗法开 发。"任峰说。 战略互补 对于医药产业而言，此次交易受到关注的一大原因在于，英矽智能与施维雅聚焦于"具有挑战性的靶 点"。 一方面，对施维雅而言，这是一次以可控成本获取前沿探索能力的"外包 ...

Core Viewpoint - The AI pharmaceutical company Insilico Medicine has entered a multi-year research collaboration with Servier, a global independent pharmaceutical company, with a total value of $888 million, focusing on drug discovery in oncology using Insilico's Pharma.AI platform [1] Group 1: Collaboration Details - Insilico Medicine will receive up to $32 million in upfront and milestone payments, leading the discovery and development of potential drug candidates, while Servier will co-fund the research and lead clinical validation and commercialization [1] - The collaboration comes amid a mixed market reaction, with Insilico's stock initially declining over 6% before stabilizing, closing at HKD 37.38, a decrease of 0.53% on January 5, and then rising 2.03% on January 6 [1] Group 2: Company Background and Market Position - Insilico Medicine was founded in the U.S. in 2014 and successfully listed on the Hong Kong Stock Exchange in late 2025, becoming the first AI biopharmaceutical company to do so under the main board listing rules [2] - The company raised HKD 2.277 billion in its IPO, the highest for a biopharmaceutical IPO in Hong Kong in 2025 [2] - Insilico's AI-driven drug discovery process significantly reduces the time from project initiation to identifying clinical candidates from an average of 4.5 years to 12-18 months, requiring only 60-200 compounds compared to thousands in traditional methods [2] Group 3: Revenue and Business Model - Insilico's business model includes drug discovery and pipeline development, software solutions, and other non-pharmaceutical discoveries, with drug discovery being the primary revenue source, generating $28.648 million, $47.818 million, and $79.733 million from 2022 to 2024 [2] - The company has several commercial licensing agreements and research service revenues, with potential income from partnerships with global pharmaceutical companies reaching $2 billion [3] Group 4: Industry Trends and Future Outlook - The AI pharmaceutical sector is experiencing a surge in business development collaborations, with significant financial commitments and diverse partnership models emerging in 2025 [5] - Notable collaborations include strategic research partnerships and pipeline agreements with major pharmaceutical companies, indicating a growing trend in the industry [5]

上市不到一周，AI制药企业英矽智能便公告与法国药企施维雅达成多年期研发合作，交易价值高达8.8 亿美元，公司将获得最高3200万美元的首付款及近期研发里程碑付款。值得一提的是，英矽智能备受资 本追捧，背后汇集礼来、腾讯、启明创投、红杉中国等一众明星资本。但是，公司目前尚未有产品实现 商业化，仍处在亏损状态。 上市仅6天，英矽智能首笔BD交易落地。 来源：环球老虎财经app 1月5日，英矽智能发布公告称，公司与法国药企施维雅达成多年期研发合作，该合作价值高达8.8亿美 元，双方将依托英矽智能自主研发的人工智能平台Pharma.AI，聚焦于抗肿瘤领域具有挑战性的靶点， 识别并开发新药。 据悉，英矽智能今年12月30日刚登陆港股，目前，英矽智能已基于Pharma.AI开发了20余项临床/IND阶 段资产，涉及肿瘤、免疫、纤维化、代谢等领域。英矽智能此前已经与礼来、赛诺菲、复星等多家国外 大型药企达成基于Pharma.AI平台的药物发现类合作。 在研发实力的加持下，英矽智能备受资本青睐。IPO公开发售获超1400倍认购，募资近23亿港元。基石 投资者阵容极为豪华，涵盖礼来、腾讯、淡马锡、施罗德、瑞银等知名投资机构。上 ...