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<Research> UBS Initiates Coverage on INSILICO (03696.HK) with Buy, TP HKD77
Recommend 6 Positive 7 Negative 3 |
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UBS published a report initiating coverage on INSILICO (03696.HK) with a Buy rating and a target price of HKD77, equivalent to a forecast 2026 price-to-sales ratio of 31.3x, in line with global peers. The broker noted that INSILICO is a global leader in AI-driven drug discovery (AIDD), leveraging its end-to-end proprietary Pharma.AI platform for drug discovery and pipeline development, a segment that accounted for 87% of total revenue in 2025. UBS said INSILICO integrates generative AI, deep learning and automation to shorten the timeline from target discovery to preclinical candidate (PCC) nomination from the traditional approximately 4.5 years to 12 to 18 months. The Pharma.AI platform has generated around 30 pipeline assets and signed more than 10 licensing or collaboration agreements, with total contract value exceeding USD7 billion as of May 2026. The report highlighted that core asset Rentosertib (ISM001-055) is the worlds first fully AI-discovered first-in-class (FIC) candidate. Phase 2a clinical results in China demonstrated favorable efficacy and safety, with a Phase 3 trial in China planned to commence in 3Q26. UBS forecast the companys revenue CAGR to reach 36% over 20252035 and is optimistic about the licensing potential from its expanding pipeline. (da/u) Auto-translated by AI This article was automatically translated by AI, the original language version should be considered the authoritative version. AASTOCKS.com Limited does not guarantee its accuracy or completeness and accepts no liability for any damages or losses arising from the use of this translation. More Details
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