英矽智能衝刺港交所主板AI創新藥首股,擁有全球進展最快的AI驅動研發項目
InSilico Medicine(簡稱“英矽智能”)今日更新招股書,衝刺港交所主板AI創新藥第一股;由摩根士丹利、中金公司和廣發融資擔任聯席保薦人;法國巴黎銀行同爲全球總協調人。據弗若斯特沙利文的資料,英矽智能是一家全球領先的AI驅動生物科技公司,其一項處於II期臨牀階段的資產是全球同領域公司中進展最快的項目。招股書顯示,英矽智能已通過自主開發的生成式人工智能平臺Pharma.AI產生了逾20項臨牀或IND階段資產,其中10項獲得臨牀試驗批件,3項已對外授權於國際製藥與醫療保健公司,交易總金額超過20億美元。此外,英矽智能也將Pharma.AI製藥平臺的應用範圍擴展至多個行業,包括先進材料、農業、營養產品及獸醫藥物領域。英矽智能自主研發的Pharma.AI平臺是全球領先的由生成式AI驅動的藥物發現及開發平臺,提供包括新靶點識別到小分子生成及臨牀結果預測的端到端服務。Pharma.AI由Biology42、Chemistry42、Medicine42和Science42組成,旨在涵蓋整個藥物發現及開發過程。截止2024年12月31日,英矽智能持有622項專利及專利申請,發佈同行評議論文超250篇。英矽智能的業務包括三大板塊:藥物發現及管線開發、軟件解決方案及與非製藥領域相關的其他發現。於業績記錄期,公司尚無自研管線到達商業化階段,收入主要來自於其他管線藥物開發業務,包括:對外授權候選藥物所產生的權益和藥物發現合作所獲得的收入。此外,收入還包括:軟件訂閱費用和運用Pharma.AI平臺進行非醫藥行業相關的發現與合作。財務方面,於2022年度、2023年度、2024年度,英矽智能的收入持續增長,分別爲約3010萬美元、5120萬美元、8580萬,複合增長率185%。其中,盈利能力逐步增強,毛利率分別爲63.4%、75.4%、90.4%。經調整虧損持續收窄,分別約爲7080萬、6740萬、2270萬。


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