Core Insights - Insilico Medicine has entered a multi-year R&D collaboration with global pharmaceutical company Sihuiya, with a total agreement amount of up to $888 million [1] - The collaboration will leverage Insilico's AI platform Pharma.AI to develop challenging targets in the oncology field, with Insilico receiving up to $32 million in upfront and milestone payments [1] - Pharma.AI is a leading generative AI-driven drug discovery and development system that significantly enhances early-stage drug development efficiency, reducing the time from target discovery to preclinical candidate confirmation to 12-18 months compared to the traditional average of 4.5 years [1] Company Performance - Insilico has developed over 20 clinical/IND stage assets based on Pharma.AI, covering areas such as oncology, immunology, fibrosis, and metabolism [2] - The core self-developed product ISM001-055 for idiopathic pulmonary fibrosis has entered Phase II clinical trials, making it the fastest progressing AI drug globally [2] - Revenue from drug discovery and pipeline development is projected to be $28.648 million, $47.818 million, and $79.733 million from 2022 to 2024, accounting for over 90% of total revenue, while software sales remain below 10% [2] Financial Overview - Insilico's revenue from 2022 to the first half of 2025 is approximately $30.147 million, $51.180 million, $85.834 million, and $27.456 million, respectively [3] - Adjusted net losses during the same period were $70.804 million, $67.361 million, $22.665 million, and $15.409 million [3]
8.88亿美元！AI药企英矽智能“斩获”BD大单