Core Viewpoint - The stock of Insilico Medicine (03696) surged over 12% to a high of HKD 59.85, representing an increase of nearly 150% from its IPO price of HKD 24.05, with a current trading price of HKD 58.65 and a trading volume of HKD 1.81 billion [1] Group 1 - Insilico Medicine has entered into a research collaboration with Servier worth USD 888 million, focusing on utilizing its AI platform Pharma.AI to identify and develop new therapeutic drugs targeting challenging oncology areas [1] - The company announced the completion of the first patient dosing in a Phase IIa clinical trial named BETHESDA for its innovative PHD inhibitor ISM5411, which was developed with the assistance of Pharma.AI [1] Group 2 - According to a report from Zheshang Securities, the core value of AI in drug development lies in significantly enhancing the efficiency of early-stage drug research, with Insilico Medicine's Pharma.AI reducing the time from target discovery to clinical candidate confirmation from 4.5 years to 12-18 months, thereby improving the return on investment in the early research phase [1] - The report highlights that several domestic AI drug development platforms have leading global service capabilities, and the ongoing rapid expansion of overseas business has been validated, with a focus on companies like Insilico Medicine [1]
港股异动 | 英矽智能(03696)尾盘飙升逾12% 较招股价已高1.5倍 近期与Servier达成重磅研发合作