InSilico Medicine Cayman TopCo (HKG:3696)
60.10
+4.70 (8.48%)
Sep 30, 2026, 4:08 PM HKT
InSilico Medicine Cayman TopCo Earnings Call Transcripts
Fiscal Year 2026
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Revenue grew 287% year-over-year to $106.3M, with first-ever profitability and a net profit of $35.5M. Major out-licensing and AI deals drove results, while the pipeline advanced with multiple clinical milestones and novel candidates. Cash reserves remain strong at $585M.
Fiscal Year 2025
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AI-driven drug discovery advanced with 28 developmental candidates, major deals including a $2.75B Eli Lilly partnership, and expanded AI platform capabilities. Revenue declined due to timing, but software segment grew and cash position remains strong. Multiple clinical and business milestones expected in 2026.