InSilico Medicine Cayman (3696) investor relations material

Company strategy

• Focuses on accelerating drug discovery and development using AI-driven platforms, aiming to reduce time and cost compared to traditional R&D processes, which typically exceed 10 years and $2B.

• Evaluates success through metrics such as target molecule novelty, transition probability, cost, and time to preclinical candidate (PCC), with an average time to PCC of 12-18 months and cost of $3-5M.

• Demonstrates strong business development momentum, with over 30 assets in the pipeline and more than 10 out-licensing or collaboration deals valued above $7.5B.

• Leverages a flywheel effect by continuously improving its AI platform capabilities and expanding its proprietary data, resulting in multiple PCC nominations and clinical trial progress.

AI platform

• Operates a comprehensive generative AI-powered drug discovery and development platform with end-to-end capabilities, including target identification, molecule generation, and clinical trial design.

• Integrates multiple proprietary modules such as PandaOmics, Generative Chemistry, Alchemistry, and automated lab environments to streamline the R&D process.

• Offers Science MMAI Gym, a domain-specific training environment that boosts the performance of foundation models for drug discovery, achieving up to 10x gains on key benchmarks.

• Provides flexible business models for AI platform access, including memberships, licensing, and pay-per-token structures for partners.

Sources of revenue

• Generates revenue through drug discovery and pipeline development, software solutions, and collaborations in both pharma and non-pharma sectors.

• Secured over $205M in realized revenue by 2025, with potential future revenue exceeding $7.3B from existing deals.

• Major partnerships include global pharmaceutical companies such as Lilly, Exelixis, Menarini, Sanofi, Fosun Pharma, and others, with significant upfront and milestone payments.

• Expands into non-pharma sectors, including crop protection, energy, and nutraceuticals, leveraging its AI platform for novel molecule discovery.