AI 2.0: Healthcare‘s Next Prescription

研报英文原文证据摘录

AI 2.0: Healthcare‘s Next Prescription

lico built one of the

industry's earliest and most integrated end-to-end AIDD platforms, spanning target identification

through PCC nomination, with the potential to further extend into and support clinical development.

To date, the platform has delivered ~30 PCCs.

Scale, Data, and Validation Drive a Hard-to-Replicate Moat - We think Insilico has accumulated a

growing base of proprietary data, increasingly sophisticated AI models, and operational workflow

that together create a meaningful competitive moat. Meanwhile, Rentosertib (in China Ph3), a

TNIK inhibitor discovered through Insilico’s in-house Pharma.AI platform, is the most advanced AI-

enabled drug candidate globally with encouraging signals in a Ph2 trial vs. existing drugs in IPF.

From Molecule Origination to Asset Creation, with Lilly Endorsement - Insilico has evolved beyond

a technology provider into an end-to-end asset creation platform, generating proprietary pipeline

assets and advancing them toward clinical validation. The deepening collaboration with partners

such as LLY - progressing from software tools to discovery platforms and ultimately molecule

level programs - provides strong external validation of the capabilities of its integrated AI-driven

platform. As AI-driven productivity continues to scale PCC output, Insilico looks positioned to

expand its pool of proprietary assets, enhancing the likelihood of future out-licensing opportunities

and strengthening its LT monetization potential.

AI + biotech one-stop asset engine, backed by medical science and clinical execution expertise

- Insilico integrates AI discovery, experimental, clinical development and AI trained by derived data

into a closed-loop system, supported by in-house biotech capabilities.