Group 1 - The core viewpoint of the article highlights the significant rise in the stock price of Insilico Medicine (03696), which surged over 12% to a high of HKD 59.85, representing an increase of nearly 150% from its IPO price of HKD 24.05 [1] - Insilico Medicine has entered into a research collaboration with Schwabe, amounting to 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 has completed the first dosing of a subject in its Phase IIa clinical trial for its innovative PHD inhibitor ISM5411, which was developed with the assistance of Pharma.AI [1] Group 2 - Zheshang Securities (601878) reported that the core value of AI in drug development significantly enhances early research efficiency, citing that Insilico Medicine's Pharma.AI can reduce the time from target discovery to preclinical candidate confirmation from 4.5 years to 12-18 months, greatly improving the return on investment in the early research phase [1] - The report also notes that several domestic AI drug development platforms have globally leading service capabilities, with ongoing rapid expansion in overseas markets, highlighting a focus on companies like Insilico Medicine [1]
英矽智能尾盘飙升逾12% 较招股价已高1.5倍 近期与Servier达成重磅研发合作