香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性 或完整性亦不發表任何聲明，並明確表示概不就因本公告全部或任何部分內容而產生或因依賴 該等內容而引致的任何損失承擔任何責任。 INSILICO MEDICINE InSilico Medicine Cayman TopCo 英矽智能 （於開曼群島註冊成立的有限公司） （股份代號：3696) 自願公告 英矽智能獲美納里尼 3,900 萬港元里程碑付款， 合作項目 MEN2501 完成首例患者給藥 本公告由英矽智能（「本公司」，連同其附屬公司統稱「本集團」或「英矽智能」）自 願作出，以告知本公司股東及潛在投資者有關本集團的最新業務更新。 本公司董事會（「董事會」）欣然宣佈，英矽智能對外授權給美納里尼集團（「美納 里尼」）的MEN2501項目已在I期臨床試驗中完成首例患者給藥，根據雙方合作協 議，英矽智能獲得由美納里尼支付的約3,900萬港元的最新里程碑付款。 關於MEN2501(ISM9682) 1 前瞻性陳述 概不保證本公告所載關於本集團業務發展之任何前瞻性聲明，或任何事宜將可達 成、將真實發生或將實現或屬完整或準確。本公告所披露 ...

Core Viewpoint - The company, Betta Pharmaceuticals, is advancing two innovative drug candidates aimed at treating specific types of cancer, with a commitment to timely information disclosure regarding significant developments [1]. Group 1: Drug Development - The self-developed BPI-520105 tablets are a new, highly selective pan-EGFR small molecule inhibitor targeting patients with solid tumors carrying epidermal growth factor receptor (EGFR) mutations [1]. - The BPI-572270 capsules are a novel, potent pan-RAS "non-degradable molecular glue" inhibitor intended for the treatment of patients with advanced malignant solid tumors [1]. - Both projects are progressing in accordance with clinical research plans [1].

Core Viewpoint - Kangchen Pharmaceutical (603590.SH) has received a Clinical Study Continuation Notification from the U.S. Food and Drug Administration (FDA), allowing the clinical trial application for KC1086 to proceed [1] Group 1: Company Developments - The company has developed KC1086, a small molecule inhibitor with a novel structure, targeting Lysine Acetyltransferase 6 (KAT6) [1] - KC1086 is intended for the treatment of advanced recurrent or metastatic solid tumors [1]

Aclaris Therapeutics Conference Call Summary Company Overview - Aclaris Therapeutics is a clinical stage biotech company with three assets in the clinic and another in development, supported by a robust R&D group focused on both new asset discovery and preclinical sciences [1][2] - The company has expertise in kinase inhibition, with a history stemming from Pfizer, and has expanded its portfolio through acquisitions, including a deal with BioShen [2][3] Key Assets and Pipeline - Aclaris is developing both small and large molecule platforms targeting important unmet medical needs [1][2] - The acquisition of BioShen's assets has allowed Aclaris to explore both dermatological and immunological indications, particularly in respiratory and gastrointestinal areas [3] Bosakitug (TSLP Antibody) - Bosakitug is a TSLP antibody in phase two trials, noted for its potency, being 70 times more potent than Tezopelumab [5][9] - It has a long residence time of 400 hours on TSLP compared to 3-20 hours for competitors, which enhances its therapeutic potential [7] - Phase 2A results showed a 94% EASI75 response and an 88% IGA01 response in atopic dermatitis, with sustained effects observed 12 weeks post-treatment [8][12] Phase 2B Study - Aclaris is confident in the phase 2B study due to the robust data from phase 2A, focusing on a well-defined patient population to minimize placebo effects [11][12] - The dosing regimen remains consistent with phase 2A, aiming for a competitive response rate compared to existing treatments [15] Future Directions - Aclaris plans to explore the potential of Bosakitug in both dermatological and respiratory indications, with a focus on dermatology for the current asset [19] - The company is also developing a bispecific antibody (052) targeting TSLP and IL-4R, which has shown promising preclinical results [20][21] ITK Platform and 2138 - 2138 is the lead compound in Aclaris's ITK franchise, demonstrating dual pharmacology by inhibiting ITK and JAK3, with a focus on atopic dermatitis and potential expansion into lichen planus [31][36] - The compound has shown significant potency and a favorable safety profile, with plans to move into clinical trials for lichen planus due to its mechanistic fit and unmet medical need [36][38] Financial Position and Future Outlook - Aclaris has a strong cash position that extends its runway into the second half of 2028, allowing for continued development of its pipeline without immediate capital raises [42] - The company anticipates multiple data readouts and milestones in 2026, which could significantly impact investor interest and market positioning [41][42] Conclusion - Aclaris Therapeutics is positioned for significant growth with a diverse pipeline targeting critical areas in dermatology and immunology, backed by a solid financial foundation and promising clinical data [41][42]

Aclaris Therapeutics Conference Call Summary Company Overview - Aclaris Therapeutics is a clinical stage biopharmaceutical company focused on developing large and small molecule therapeutics with a strong research operation based in St. Louis [2][4] Key Assets and Development Pipeline - Aclaris is currently working on four assets: 1. A TSLP monoclonal antibody for atopic dermatitis, with top-line data expected in 2026 [3] 2. A bispecific antibody (ATI-52) targeting TSLP and IL4R, with readouts expected by the end of 2025 [3][4] 3. An oral ITKJAK3 small molecule inhibitor (2138) for atopic dermatitis, moving into alopecia areata later this year [4] 4. A next-generation ITK program expected to enter IND in 2026 [4] Bispecific Antibody Development - ATI-52 targets both IL-4 and IL-13, aiming for a broader therapeutic response across respiratory and dermatological indications [5][6] - The bispecific is designed for high affinity and long residence time (up to 400 hours) against both targets [7][8] - Preclinical work shows independent saturation of binding sites, enhancing the potential for success [9][10] Clinical Trials and Data - The Phase 1 SAD and MAD trials for ATI-52 are expected to report safety, tolerability, and pharmacokinetics data by the end of the year [13][14] - The ongoing Phase 2a trial for ADI-45 showed a 94% response rate in EASI-75, with significant activity observed even after treatment cessation [21][22] - Aclaris is implementing rigorous patient selection criteria to manage placebo response rates in clinical trials [36][38] Competitive Landscape - Aclaris believes that its TSLP antibody (ADI-45) has a competitive edge over existing therapies due to its potency and long residence time [20][28] - The company is aware of the crowded TSLP space but is confident in the differentiation of its products based on clinical data [19][28] Financial Position and Future Plans - Aclaris has approximately $181 million in cash, expected to last until mid-2028, allowing for the completion of key trials [62] - The company is exploring non-dilutive financing options, including monetizing royalty streams from partnerships [63][64] Long-term Strategy - Aclaris is considering partnerships for its respiratory indications while maintaining a focus on atopic dermatitis as a key area for growth [51][52] - The next-generation ITK compounds are expected to enter clinical trials in 2026, with improved potency and selectivity [59][61] Conclusion - Aclaris Therapeutics is positioned to leverage its innovative pipeline and strong clinical data to capture market opportunities in the biopharmaceutical space, particularly in dermatological and respiratory indications [2][4][62]