英矽智能2026年中期报告

英矽智能InSilico Medicine Cayman TopCoInSilico Medicine Cayman TopCo (A company incorporated in the Cayman Islands with limited liability)( 於開曼群島註冊成立的有限公司 )Stock Code股份代號: 3696 INTERIM REPORT2026中期報告 2 10 12 13 38 55 56 57 59 60 61 ER+HER2-(ER+)2(HER2-) NLRP3 NOD QPCTL InSilico Medicine Cayman TopCo Alex ZhavoronkovDenitsa Milanova2026715Roman Kyrychynskyi Aleksandrs Zavoronkovs ESG Alex ZhavoronkovDenitsa MilanovaRoman Kyrychynskyi 20267152026715 Alex Zhavoronkov Denitsa MilanovaRoman Kyrychynskyi Roman KyrychynskyiDenitsa Milanova •8835 Denitsa Milanova2026715Roman Kyrychynskyi A10 insilico.com 190 Elgin AvenueGeorge TownGrand Cayman KY1-9008Cayman Islands 1 8W3310 8 Walkers Corporate Limited190 Elgin AvenueGeorge TownGrand Cayman KY1-9008Cayman Islands 1617 18127 3696 2014AIAIPharma.AI33PCC202111020267ISM001–055(Rentosertib)III(IPF)Rentosertib (i)(ii)(iii) AIPharma.AIPharma.AIPCC(1)12184.5Pharma.AI Pharma.AI Pharma.AIAIPharma.AIBiology42Chemistry42 Medicine42Science42Pharma.AI Pharma.AI 2026Pharma.AIAIBiology42Chemistry42Science42AI Biology42Biology42AIPandaOmics2026PandaOmics1001,400AIPandaClawAI TargetClawLongevityLobsterSignaturesModuleGenerativeBiologicsGenerativeBiologicsBatchMDFlow Chemistry42Nach01Nach01MMAIGymNach01MMAIADMET(PLI)1,4001005GenerativeChemistrySMILES(SMARTS).mmcifPDBAlchemistryMDFlowProfiling672026Chemistry42+(MCP)AICursorVS CodeClaudeCode(SAR)Chemistry 42 Science42DORAAI PSI Pharma.AISOTAScienceMMAI GymAIAIMMAIGym20264ScienceAIBenchDrugDiscovery BenchmarkInsilico Bench20267(DDD)(BaaS) MMAI GymLFM2-2.6B-MMAILiquid AI(LFM)26MMAI(SOTA)LFM2-24B-InsilicoMMAI-Chem-MT78SOTA Pharma.AIPandaOmicsChemistry42GenerativeBiologicsMCPSkills Longevity AI PreciousGPTPrecious1GPTPrecious2GPTPrecious3GPT(VAC)AI AIPharma.AIIND 1.2.3.RNA4.5.6.7.FDAISM001-055IPFISM63318.FDAISM6331PD-1CTLA-49.CDEISM001-055IPF10.(MRCT)11.FDAISM001-055/RentosertibIND AIPCCPCC33 •ISM0676(GIPR)PCCISM06762PCC14200•ISM0387MTAPRMT520264ISM0387•ISM6200NR3C1ADME/PKISM6200•ISM6166KRASON/OFFKRASKRASISM6166PK •ISM5059AINLRP320262PCCISM5059ISM5059 •ISM9528AIPandaOmics(TargetZ)20267PCCISM9528 •ISM9077AI(TargetY)20267PCCISM9077AMDISM9077 •ISM0900AILp(a)20268PCCISM0900Lp(a)muvalaplinPK/PDLp(a) •Nav1.8PCCNav1.8CAδNav1.8ADME2025 ISM001-055/RentosertibTNIKIPF 20255ISM001-055CDEIPF(Nature Medicine)IIaAIGENESIS-IPF(QD)60Rentosertib(FVC)+98.420.32025PFF20267IPFISM001-055III ISM001-055 ISM001-055AUC50ISM001-055 ISM001-055ISM001-05520264ISM001-055CDEIND ISM5411(Garutadustat)(IBD)PHD1/2 ISM5411(Garutadustat)(PHD)1212202111IBDISM5411HIFαISM541120241220251I202511IIa202512 ISM4808(CKD)PHD ISM4808HIF-αCKD(PHD)PHDHIF-α(EPO)CKDPK/ADME202512ISM480820263II(SAD)(MAD)ISM4808 ISM3412MAT2AMTAP ISM3412MAT2AMTAPISM3412SSAMSAMII5PRMT520244FDAINDISM341220256IIPK/PD ISM6331TEAD ISM6331TEAD1/2/3/4TEAD-YAP/TAZHippoISM6331TEAD1/2/3/420251ISM6331IIISM633120267FDA ISM9682KIF18A ISM9682KIF18AAIKIF18AISM9682Stemline Therapeutics Inc.INDI NLRP3 I S M 8 9 6 9N L R P 3A IChemistry42NLRP3ISM8969CNSISM896950%6620266IISADMADISM8969PKPD20267ISM8969CDEIND AI20252014Pharma.AIBiology42Chemistry42Medicine42Science42Science MMAI GymChemistry42+MCPAI(DDD)(BaaS)AIAI 2026732026630103.1202563023.9331.3%AI 20263Pharma.AI11527.5AIISM8969AINLRP350%66.0 (Servier)888.0BIO2026SKCNSAI182520267(Takeda)60600CNSCNS 2026PCCAIStemlineTherapeutics Inc.ISM9682AIKIF18AI20251220263ISM4808IAINLRP3ISM8969I 2.7Pharma.AIBiology42Chemistry42 Medicine42Science42Science MMAI GymMMAI Gym Science MMAI GymScience MMAI GymAIScience MMAIGymScienceMMAI GymHumanLongevityLiquidAIHumanLongevityAILiquidAILFM2-2.6B-MMAILFM26SOTAICML2026LFM2-2.6B-MMAI20267ScienceMMAI GymAI Pharma.AI (SaudiAramco)(MOF)CO2CO2MOFMOFCO2CO2AI 202563027.578.8287.2%2026630106.3 CRO20256304.45.9133.0%202663010.3 202563023.072.9316.9%202663096.0 202563083.8%202663090.3% 20256304.44.5101.3%20266308.9 20256302.63.7141.7%20266306.4(i)(ii)2026 Pharma.AICROCDMO 202563035.613.838.7%202663049.3(i)CRO(ii)(iii) IT 20256307.05.679.5%202663012.6(i)(ii) 20256301.220266301.2 20256300.10.120266300.22026630 20256300.32026630 20266300.620256300.2 202563019.2202663035.8 2025630412382026630279 202563019.2202663035.5 2026630547.120251231452.0 2026630532.020251231440.4 2025123127.0202663016.22025123121.320266304.5202520251231 2025123129.7202663023.6 202663079.0202563036.8 202663014.7202512312.11%2.15% 20251231393.335.72026630357.6109.02026630 2026 202512316.01.016.5%20266305.020252026630 202512312.127.11,283.8%202663029.2 2026630870.5%202512311,399.3% 20266302.4%202512310% 2026630 202663020266305% 2026630108.317.5%202663050.050.38.1%3.99%2026630JPMorganAsset Management (Europe)S.a.r.l47.047.37.6%JPMorgan Asset Management (Europe) S.a.r.l3.85%20266305% 20266305% (i)(ii)(iii) (i)(ii)(iii) 2026630 202663051.2202563015.4 202663033326038.2202563019.1 ( i )2019( i i )2019(iii)2021(iv)2022 (i)(ii) 2026630 2025123024.0594,690,500 202611614,203,50