Core Viewpoint - The stock of Insilico Medicine (03696) has seen a significant increase, reaching a new high of HKD 61.30, with a current price of HKD 60.10, reflecting a 5.44% rise and a trading volume of HKD 61.32 million [1][4]. Group 1: Company Developments - Insilico Medicine has entered into a long-term R&D collaboration with Schwabe to develop anti-tumor drugs using its AI platform, Pharma.AI [1][4]. - The company has extensive experience in AI-driven tumor drug development and has established a pipeline covering various cancer indications [1][4]. - Two specific inhibitors, TEAD inhibitor ISM6331 and MAT2A inhibitor ISM3412, have initiated global multi-center Phase I clinical trials, with four additional tumor projects licensed out [1][4]. Group 2: Market Position and Financials - According to Zhongyou Securities, Insilico Medicine has a prestigious base of cornerstone investors and is a leader in the AI drug discovery field [1][4]. - The Pharma.AI platform has incubated over 20 assets in clinical or IND application stages, with three assets licensed to international pharmaceutical companies, totaling a contract value of up to USD 2.1 billion, alongside one asset in Phase II development [1][4].

Core Viewpoint - The stock of Insilico Medicine (03696) has risen over 7%, reaching a new high of 61.3 HKD, driven by a long-term R&D collaboration with Sivea to develop anti-tumor drugs using the AI platform Pharma.AI [1] Group 1: Company Developments - Insilico Medicine has extensive experience in AI-driven tumor drug development and has established a pipeline covering various cancer indications [1] - The company has initiated global multi-center Phase I clinical trials for two drugs: the pan-TEAD inhibitor ISM6331 and the MAT2A inhibitor ISM3412, with four additional tumor projects licensed out [1] - Insilico's proprietary generative AI platform, Pharma.AI, has incubated over 20 assets in clinical or IND application stages, with three assets licensed to international pharmaceutical companies, totaling a contract value of up to 2.1 billion USD [1] Group 2: Market Performance - As of the latest report, Insilico Medicine's stock is trading at 58.15 HKD with a trading volume of 48.29 million HKD [1] - The company has a strong base of cornerstone investors and is positioned as a leader in the AI drug discovery field [1]

Core Viewpoint - Incyte Corporation (03696) has seen its stock price rise over 7%, reaching a new high of 61.3 HKD, driven by a long-term R&D collaboration with Sivea to develop anti-tumor drugs using the AI platform Pharma.AI [1] Group 1: Company Developments - Incyte has extensive experience in AI-driven tumor drug development and has established a pipeline covering various cancer indications [1] - The company has initiated global multi-center Phase I clinical trials for two drugs: TEAD inhibitor ISM6331 and MAT2A inhibitor ISM3412, with four additional tumor projects already licensed out [1] Group 2: Financial and Market Position - According to Zhongyou Securities, Incyte's strong investor base positions it as a leader in the AI drug discovery field [1] - The Pharma.AI platform has incubated over 20 assets in clinical or IND application stages, with three assets licensed to international pharmaceutical companies, totaling contract values up to 2.1 billion USD, alongside one asset in Phase II development [1]

英矽智能(03696)发布公告，于2026年1月21日根据悉数行使超额配股权而发行1420.35万股。 ...

FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 公司名稱： 英矽智能 呈交日期： 2026年1月21日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 | 是 | | | | 證券代號 (如上市) | 03696 | 說明 | | | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | | | 已發行股份（不包括庫存股份）變動 | | 庫存股份變動 | | | | | 事件 | | 已發行股份（不包括庫存股份）數 ...

消息面上，英矽智能近日发布公告称，与衡泰生物就ISM8969项目达成共同开发合作协议。基于这一独 家战略伙伴关系，双方将共同加速推进ISM8969的全球开发，这是一款口服且具备穿透血脑屏障性质的 新型NLRP3抑制剂，拟用于中枢神经系统疾病治疗。 根据协议条款，英矽智能将授予衡泰生物对ISM8969在全球范围内进行研究、开发、注册、生产和商业 化的50%权利。与此同时，英矽智能有权获得逾5亿港币的预付款及里程碑付款，包括一笔预计将在协 议生效日起30日内支付的7800万港币预付款。 （原标题：港股异动 | 英矽智能(03696)早盘涨近5% 公司携手衡泰生物共同开发新型NLRP3抑制剂） 智通财经APP获悉，英矽智能(03696)早盘涨近5%，截至发稿，涨3.68%，报55港元，成交额2152.11万 港元。 ...

Core Viewpoint - The announcement of a strategic partnership between InSilico Medicine (英矽智能) and HengTai Biopharma for the joint development of ISM8969, a novel NLRP3 inhibitor aimed at treating central nervous system diseases, has positively impacted the company's stock price, leading to a nearly 5% increase in early trading [1] Group 1: Partnership Details - InSilico Medicine has entered into a collaboration agreement with HengTai Biopharma to accelerate the global development of ISM8969 [1] - The agreement grants HengTai Biopharma 50% rights for research, development, registration, production, and commercialization of ISM8969 worldwide [1] Group 2: Financial Implications - InSilico Medicine is set to receive over HKD 500 million in upfront and milestone payments, including an expected upfront payment of HKD 78 million to be paid within 30 days of the agreement's effective date [1]

Core Viewpoint - Insilico Medicine has entered into a strategic partnership with Shenzhen Hengtai Biotechnology to jointly develop ISM8969, a novel oral NLRP3 inhibitor aimed at treating central nervous system diseases [1] Group 1: Partnership Details - The collaboration will accelerate the global development of ISM8969 [1] - Insilico Medicine grants Hengtai Biotechnology 50% rights for research, development, registration, production, and commercialization of ISM8969 worldwide [1] Group 2: Financial Terms - Insilico Medicine is set to receive over HKD 500 million in upfront and milestone payments [1] - An upfront payment of HKD 78 million is expected to be paid within 30 days of the agreement's effective date [1]

Core Viewpoint - The collaboration between InSilico Medicine and Shenzhen Hengtai Biotechnology aims to accelerate the global development of ISM8969, a novel NLRP3 inhibitor for central nervous system diseases [1] Group 1: Partnership Details - InSilico Medicine and Shenzhen Hengtai Biotechnology have announced a joint development agreement for the ISM8969 project [1] - Under the agreement, InSilico Medicine grants Hengtai Biotechnology 50% rights for research, development, registration, production, and commercialization of ISM8969 globally [1] Group 2: Financial Aspects - InSilico Medicine is set to receive over HKD 500 million in upfront and milestone payments, including an upfront payment of HKD 78 million expected within 30 days of the agreement's effective date [1] Group 3: Development Responsibilities - InSilico Medicine will lead the early clinical development of ISM8969, including the submission of new drug clinical trial applications and the initiation of Phase I clinical trials for Parkinson's disease indications [1]

Core Viewpoint - The collaboration between 英矽智能 (InSilico Medicine) and 深圳衡泰生物科技有限公司 (HengTai Bio) aims to accelerate the global development of ISM8969, a novel NLRP3 inhibitor for treating central nervous system diseases [1] Group 1: Partnership Details - 英矽智能 and 衡泰生物 have entered into a joint development agreement for the ISM8969 project [1] - The agreement grants 衡泰生物 50% rights for research, development, registration, production, and commercialization of ISM8969 globally [1] - 英矽智能 will lead the early clinical development, including the submission of new drug clinical trial applications and the initiation of Phase I clinical trials for Parkinson's disease [1] Group 2: Financial Aspects - 英矽智能 is set to receive over 500 million HKD in total prepayments and milestone payments, including an initial prepayment of 78 million HKD expected within 30 days of the agreement's effective date [1] - The stock price of 英矽智能 increased by nearly 5% during trading, closing at 54.05 HKD with a transaction volume of 20.253 million HKD [1]