Core Viewpoint - The article highlights significant developments in the healthcare sector, particularly focusing on recent strategic partnerships and acquisitions involving major companies in the industry, showcasing the growing recognition and investment in innovative medical technologies. Group 1: Major Acquisitions and Collaborations - AstraZeneca has agreed to acquire a 50% stake in the development and commercialization rights of C-CAR031 in China from Westaim Biotech for up to $630 million, marking one of the largest licensing deals in the GPC3 CAR-T field to date [2][3][4] - Insilico Medicine has entered into a strategic drug development collaboration with Qilu Pharmaceutical, with a total contract value exceeding HKD 931 million, focusing on small molecule inhibitors for cardiovascular and metabolic diseases [6][7] - JingTai Technology has signed a strategic cooperation agreement with Dongyang Sunshine Pharmaceutical, aiming to establish a joint venture to leverage AI and robotics in drug development, with an expected investment of several hundred million yuan [17][18] Group 2: Clinical and Technological Advancements - C-CAR031, a CAR-T cell therapy targeting GPC3, has shown promising clinical results with an objective response rate of 56.5% and a disease control rate of 91.3% [4] - Shukun Technology has received 20 international certifications, including 15 EU MDR CE certifications and 3 FDA certifications, becoming one of the Chinese medical AI companies with the most international recognitions [9][10] - Lepu Medical's ScienCrown® valve system has successfully completed its first overseas implantations in Chile, marking a significant step in the global expansion of Chinese heart valve solutions [13][14][15] Group 3: Investment Landscape - Sequoia China has invested in over 200 healthcare companies with distinct technological features and high growth potential, covering various sectors including innovative drugs, medical devices, and digital healthcare, with more than 45 companies having completed IPOs in major stock markets [20]

Core Insights - Insilico Medicine, a clinical-stage biopharmaceutical company driven by generative artificial intelligence, has announced a strategic drug development collaboration with Qilu Pharmaceutical Group and its subsidiary, Shanghai Qilu Pharmaceutical Research Center [1] - The partnership will leverage Insilico's proprietary Pharma.AI platform to develop small molecule inhibitors targeting specific pathways, focusing on the management of cardiovascular and metabolic diseases [1] - The total contract value exceeds HKD 931 million, which includes milestone payments for development and sales, as well as a share of future net sales [1] Company Summary - Insilico Medicine specializes in AI-driven drug discovery and development, particularly in the field of small molecule drugs for metabolic diseases [1] - Qilu Pharmaceutical Group will handle the subsequent development and commercialization of the drugs developed through this collaboration [1] Financial Summary - The collaboration agreement is valued at over HKD 931 million, indicating significant financial commitment and potential for revenue generation through milestone payments and sales sharing [1]

消息面上，1月27日，英矽智能发布公告，英矽智能已与齐鲁制药集团及其附属公司上海齐鲁制药研究 中心，达成药物研发战略合作并签署相关协议。透过该合作，双方将依托英矽智能自有Pharma.AI解决 方案，针对特定靶点开展小分子抑制剂合作开发，关注心血管与代谢类疾病领域管理。 智通财经APP获悉，英矽智能(03696)涨近5%，截至发稿，涨4.5%，报59.2港元，成交额3446.85万港 元。 根据该协议的条款，英矽智能将利用自主搭建的Pharma.AI平台，关注用于代谢疾病领域的新颖小分子 药物设计与优化，齐鲁制药将负责后续开发与商业化工作。该协议总额超9.31亿港元，包含开发和销售 里程碑付款，以及单位数的后续净销售额分成。 ...

每经AI快讯，1月27日，英矽智能在港交所公告，公司已与齐鲁制药集团及其附属公司上海齐鲁制药研 究中心，达成药物研发战略合作并签署相关协议。透过该合作，双方将依托英矽智能自有Pharma.AI解 决方案，针对特定靶点开展小分子抑制剂合作开发，关注心血管与代谢类疾病领域管理。该协议总额超 过9.31亿港元，包含开发和销售里程碑付款，以及单位数的后续净销售额分成。 ...

双方进一步深化生成式AI驱动的战略合作。 据IPO早知道消息，英矽智能（Insilico Medicine）于1月27日宣布与齐鲁制药集团，及其下属上海 齐鲁制药研究中心达成药物研发战略合作，将依托英矽智能自有Pharma.AI解决方案，针对特定靶点 开展小分子抑制剂合作开发，关注心血管与代谢类疾病领域管理。 根据协议约定，英矽智能将利用自主搭建的Pharma.AI平台，关注用于代谢疾病领域的新颖小分子药 物设计与优化，齐鲁制药集团将负责后续开发与商业化工作。合同总额超9.31亿港元，包含开发和 销售里程碑付款，以及单位数的后续净销售额分成。 齐鲁制药集团董 事副总裁，全球研发负 责人陶维康博士 表示，"作为中国领先的制药企业，齐鲁始 终非常重视AI的快速进展特别是在药物研发中的应用及其潜力，并积极进行布局。英矽智能是AI制药 领域的知名生物技术公司，拥有领先的AI技术和应用能力。此次合作标志着从初期的软件授权到紧密 合作研发的深化，我们期待这一创新药物开发项目将齐鲁长期积累的研发经验和能力与英矽智能领先 的AI平台及AI驱动的新药研发经验有机结合，解决未满足的临床需求，为全球患者带来福音。" 英矽智能创始人 ...

Core Viewpoint - The collaboration between Insilico Medicine and Qilu Pharmaceutical Group focuses on drug development in the cardiovascular and metabolic disease sectors, leveraging Insilico's Pharma.AI platform for small molecule inhibitor development [1] Group 1: Partnership Details - Insilico Medicine has signed a strategic cooperation agreement with Qilu Pharmaceutical Group and its subsidiary, Shanghai Qilu Pharmaceutical Research Center [1] - The agreement involves the development of novel small molecule drugs targeting metabolic diseases, with Insilico utilizing its Pharma.AI platform [1] Group 2: Financial Aspects - The total value of the agreement exceeds HKD 931 million, which includes milestone payments for development and sales, as well as a share of subsequent net sales [1]

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。 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 英矽智能與齊魯製藥達成超過9.31億港元的藥物研發合作 加速心血管與代謝類疾病創新療法開發 本公告由英矽智能（「本公司」，連同其附屬公司統稱「本集團」）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，英矽智能已與齊魯製藥集團及其附屬公司上 海齊魯製藥研究中心（「齊魯製藥」），達成藥物研發戰略合作（「該合作」）並簽署相 關協議（「該協議」）。 透過該合作，雙方將依託英矽智能自有Pharma.AI解決方案，針對特定靶點開展小 分子抑制劑合作開發，關注心血管與代謝類疾病領域管理。 根據該協議的條款，英矽智能將利用自主搭建的Pharma.AI平台，關注用於代謝疾 病領域的新穎小分子藥物設計與優化，齊魯製藥將負責後續開發與商業化工作。 該協議總額超9.31億港元，包含開發和銷售里程碑 ...