Core Viewpoint - The stock of Insilico Medicine (03696) rose over 10% following the announcement of a milestone payment from Menarini Group related to their collaboration on the MEN2501 project, which is a KIF18A inhibitor designed for treating chromosomal instability solid tumors [1] Group 1: Company Developments - Insilico Medicine received a milestone payment of HKD 39 million from Menarini Group after the first patient was dosed in the Phase I clinical trial of MEN2501 [1] - This follows a previous milestone payment of over HKD 23.4 million received in July 2025 for development and regulatory achievements [1] Group 2: Industry Position - Morgan Stanley's report highlights Insilico Medicine as a leader in the AIDD (AI-Driven Drug Discovery) field, noting substantial progress in both technical validation and application [1] - The company's execution capability in chemical modeling supports its repeatable "1-to-N" innovation engine, with potential upside expected to be further realized as biological model validations become evident [1]
英矽智能午后涨超10% MEN2501再获里程碑付款 大摩看好公司在AIDD领先地位