Insilico Medicine Cayman Topco · HKEX:3696
Insilico Medicine Cayman Topco — Investor Presentation (May 2026)
36 slides from Insilico Medicine Cayman Topco's investor presentation, May 2026
Slide 1: Corporate Presentation
Corporate Presentation May 2026
Slide 2: Disclaimer
Disclaimer THIS DOCUMENT OR THE INFORMATION CONTAINED HEREIN IS NOT INTENDED TO AND DOES NOT CONSTITUTE ANY OFFER OR INVITATION, SOLICITATION, COMMITMENT OR ADVERTISEMENT OF ANY OFFER FOR SUBSCRIPTION, PURHCASE OR SALE OF ANY SECURITIES, NOR SHALL ANY PART OF THIS DOCUMENT FORM THE BASIS OF OR BE RE
Slide 3: Company Strategy
o> a a SECTION 1 Company Strategy
Slide 4: Traditional drug R&D takes >10 years and >$2B
Traditional drug R&D takes >10 years and >$2B* Super Regulated Territory Disease Hypothesis and Target Discovery** Lead IND- Submission Sales and Real world Target-to-hit Hit-to-lead Enabling Phase I Phase II Phase III optimization to launch marketing evidence Usually takes from months Studies to de
Slide 5: Evaluating AIDD Companies
Evaluating AIDD Companies Metrics to evaluate an AIDD company: The Potential → The Proof Insilico Medicine Stats 12-18 months $3-5M Average time Average cost to PCC to PCC Early-stage Evaluation Mature-stage Evaluation TNIK, PHD1/2, QPCTL Compute Power 0 to PCC Time and more Raw Data Volume Cost per
Slide 6: Leveraging the Flywheel Effect to Position Our AI Platform at the Forefront
Leveraging the Flywheel Effect to Position Our AI Platform at the Forefront Generated 1000+ benchmarks during PCC development: PHARMA.AI Drug Discovery PCC essentials, medicinal chemistry, Software Platform synthetic chemistry, target identification, and Development Continuous improvement and expans
Slide 7: AI Platform
SECTION 2 AI Platform
Slide 8: World's Leading Generative AI-powered Drug Discovery and Development Platform
World’s Leading Generative AI-powered Drug Discovery and Development Platform with End-to-end Capabilities Biology42 Chemistry42 Medicine42 PandaOmics Generative Chemistry inClinico Discover and Prioritize Novel Targets Generate Novel Molecules Design and Predict Clinical Trials Generative Biologics
Slide 9: Insilico Generative AI for Drug Discovery Process: Code to Cure
Insilico Generative AI for Drug Discovery Process: Code to Cure Disease Lead IND-enabling Submission Hypothesis Target-to-Hit Hit-to-Lead PCC Phase Ⅰ Phase Ⅱ Phase Ⅲ Optimization Studies to Launch and Target ID Generative Biologics Generative Chemistry Precious3GPT Nach01 Precious3GPT Retrosynthesis
Slide 10: Life Star 2: AI-Driven Automated Laboratory
Life Star 2: AI-Driven Automated Laboratory Accelerates Drug Discovery and Development Target discovery Drug development and Algorithm and target verification translational medicine verification AI modules Automation module ✓ Sample self-registration ✓ Compound management platform ✓ Cell culture pla
Slide 11: Sources of Revenue
Po ‘ Ae? ete \S hy SS da , Fy <I =~ : : < i ° : “a EZ = “Se eo «PP a PJ SECTION 3 Sources of Revenue
Slide 12: Multi-Pronged Revenue Generating Business Model for Long-term Growth
Multi-Pronged Revenue Generating Business Model for Long-term Growth Drug Discovery and Software Other Discovery Related Pipeline Development Solutions to Non-pharma Sectors • Generated 30+ asset pipeline Utilize Pharma.AI to discover novel molecules for specific topics related to non-pharma industr
Slide 13: 30+ Asset Pipeline Discovered from Our Generative AI Platform
30+ Asset Pipeline Discovered from Our Generative AI Platform with an Asset Most Advanced Globally among Peer Companies Development Therapeutic Pipeline Strategy Stage of Development Target Target- IND- 1 Target Indication Identification to-hit Hit-to-lead Lead Optimization enabling Phase 1 Phase 2
Slide 14: Strong BD Momentum with Upfront and Milestones Continuously Realized
Strong BD Momentum with Upfront and Milestones Continuously Realized Illustrative >$7.5B Total contract value + Royalties Co-development Out-licensing / >$205M Revenue ~$7.3B Potential realized by 2025* revenue in the future Hygtia Therapeutics and more… ✓ XL309/ISM3091 (USP1) received $80m upfront
Slide 15: Global AI-Driven R&D Collaboration with Lilly
Insilico Medicine Achieved Global AI-Driven R&D Collaboration with Lilly Upfront Payment $115M Milestone Payments Up to $2.64B ✓ Exclusive worldwide license of potentially best-in-class, novel oral therapeutics in preclinical development for certain indications ✓ Collaborate on multiple R&D programs
Slide 16: Multiple Collaboration and Out-Licensing Agreements since 2021
Multiple Collaboration and Out-Licensing Agreements with Leading Pharmaceutical and Biotech Companies since 2021 2021 2022 2023 2023 2024 QPCTL Co-development Up to 2 + 4 USP1 KAT6 KIF18A & 4 Collaboration Targets Collaboration Targets Out-licensing Out-licensing Out-licensing Upfront of $13 million
Slide 17: Multiple Collaboration and Out-Licensing Agreements since 2021 (Con't)
Multiple Collaboration and Out-Licensing Agreements with Leading Pharmaceutical and Biotech Companies since 2021 (Con’t) 2026 2026 2026 Molecule Out-licensing & Research Research Collaboration Research Collaboration Collaboration Upfront payment $115 Up to tens of millions of Total deal value near m
Slide 18: Science MMAI Gym: Boosting Biological and Chemical Intelligence
Science MMAI Gym: Boosting Biological and Chemical Intelligence of Frontier Foundation Models Foundation Model Training Routine 6 Scientific Domains Chemistry, Biology, Clinical, Any Causal Baseline Foundation Science Benchmarks Performance Aging/Longevity, Materials Science, Models Agriculture 500M
Slide 19: MMAI Gym: Towards Chemical and Biological Superintelligence
MMAI Gym: Towards Chemical and Biological Superintelligence After MMAI Gym training, foundation models can achieve up to 10-fold performance gains on key drug discovery benchmarks, compared to their baseline performance where they fail on approximately 75–95% of tasks. Foundation models trained at t
Slide 20: Science MMAI Gym: Business Model
Science MMAI Gym: Business Model Science MMAI Gym: a domain-specific training environment designed to transform any causal or frontier foundation models into a high-performance engine for real-world drug discovery and development tasks "Membership" Commercialization in the MMAI GYM of models develop
Slide 21: Pipeline Details
SECTION 4 Pipeline Details
Slide 22: Case Study: ISM001_055 (TNIK Inhibitor) Most Clinically Advanced AIDD Candidate
Case Study: ISM001_055 (TNIK Inhibitor) is the Most Clinically Advanced AIDD Candidate Globally TGF-β Stimuli LRP Wnt Frizzled I II TNFR family CELL MEMBRANE ✓ Potent ATP competitive TNIK inhibitor ✓ Binds to TNIK with a high affinity, KD=4.32 nM RENTOSERTIB ✓ Inhibits TNIK and other fibrogenic kina
Slide 23: ISM001-055 Out-performs Other Investigational Agents in Cross Trial Data
ISM001-055 Out-performs Other Investigational Agents in Cross Trial Data Comparison Phase 2 12 Weeks Data Phase 3 52 Weeks Data Mean FVC change αvβ6 /αvβ1 Hedgehog PDE4 Pirfenidone Nintedanib Treprostinil from baseline (ml)(1) TNIK (phase 3 completed) (discontinued) inhibitor (approved) (approved) (
Slide 24: Phase III Trial GENESIS-IPF-3 Positioned to Confirm Rentosertib's Efficacy
Phase III Trial GENESIS-IPF-3 Positioned to Confirm Rentosertib’s Efficacy and Safety for IPF Patients 52 Weeks Key inclusion • Age ≥40 y n=192 Rentosertib 60 mg po QD • IPF diagnosis Primary endpoint R 3:2 Change from baseline in • FEV1/FVC >0.7 Forced Vital Capacity (FVC) n=128 Placebo po (mL) ove
Slide 25: Garutadustat: Potential First-in-Class Gut-Restricted HIF-PHD Inhibitor for IBD
Garutadustat: Potential First-in-Class Gut-Restricted HIF-PHD Inhibitor for IBD Gut-restricted prolyl hydroxylase (PHD) inhibitor garutadustat stabilizes HIF-1α protein and drives intestinal barrier protection Garutadustat ✓ Orally gut-restricted exposure • High colon/plasma ratio • High distributio
Slide 26: Garutadustat Phase IIa BETHESDA Study
Garutadustat Phase IIa BETHESDA Study: Barrier Enhancement Therapy for Healing Enteric Structural Defects & Anomalies • Garutadustat is a potential first-in-class gut-restricted HIF-PHD inhibitor for IBD • Completed Phase 1 trial in Australia (N=76) and China (N=48) • Phase IIa trial in China start
Slide 27: ISM6331: Potential Best-in-class Pan-TEAD Inhibitor
ISM6331: Potential Best-in-class Pan-TEAD Inhibitor Targeting the Hippo Pathway Mechanism and Market Gap The PK to Patient Value Chain Optimized PK Continuous QD Viable for Chronic NF2 loss / LATS1/2 mutations Profile Oral Dosing Therapy Favorable ~21h half-life Eliminates the need Dramatically impr
Slide 28: ISM6331 Enters a High-value De-risking Period with Near-term Catalysts
ISM6331 Enters a High-value De-risking Period with Confirmed Clinical Efficacy and Near-term Catalysts Early Clinical Validation Strategic Combination Backbone Confirmed Efficacy Signal Standard of Care Integration Confirmed PRs and high disease control rates Strong potential as a backbone alongside
Slide 29: ISM6166: An Orally Available Pan-KRAS (ON/OFF) Inhibitor
ISM6166: An Orally Available Pan-KRAS (ON/OFF) Inhibitor Target KRAS alterations KRAS Superior in vivo efficacy in both ON/OFF states Mutation Landscape MKN-1 (Gastric, KRAS WTamp) 1500 Vehicle p.o. BID ✓ High binding affinity for both GDP- and RMC-6236 10 mg/kg p.o. QD GTP-bound KRAS proteins JAB-2
Slide 30: Comprehensive Oncology Portfolio with Extensive Combination Opportunities
Insilico Medicine Comprehensive Oncology Portfolio with Extensive Combination Opportunities Metabolic stress with reduced MAT2A pro-survival program TEAD Inhibitor Inhibitor Increase TIL infiltration & activation Other potential Activating Block adaptive escape route combinations: Epigenetic reprogr
Slide 31: Highlight of Metabolic Disease Programs in Post-Incretin Era
Highlight of Metabolic Disease Programs in Post-Incretin Era Preserve muscle while reducing fat Potential Best-in-Class GIPR antagonist ✓ Dose-dependent synergy for achieving a breakthrough beyond the GLP-1RA weight loss plateau ✓ Improved lean mass-to-body weight ratio ✓ Reduced DDI risk ✓ Excellen
Slide 32: Best-in-class and Novel Non-addictive Analgesics
Best-in-class and Novel Non-addictive Analgesics Best-in-Class Nav1.8 inhibitor Novel target Z inhibitor blocks pain signal transmission by: ✓ Better drug-like properties including higher solubility ✓ Regulating receptors membrane trafficking in neurons ✓ Better safety profile and no CYP induction ✓
Slide 33: Targeted Protein Degradation Strategy in Inflammatory & Autoimmune diseases
Targeted Protein Degradation Strategy in Inflammatory & Autoimmune diseases STAT6 Protac- oral Dupilumab strategy Superior efficacy to KT474, the most Potential Best-In-Class VAV1 molecular glue Highly potent and selective STAT6 protac advanced IRAK4 protac molecule ✓ specific target degradation ✓ s
Slide 34: NLRP3 Inhibitor – One Drug Pipeline
STZ induced foot ulcer model NLRP3 Inhibitor – “One Drug Pipeline” MPTP induced PD model Significantly accelerates wound Density of TH+ fibers in Str Time on the rotarod test Significant dose-dependent healing and shows a synergistic effect after MPTP injection in mice after MPTP injection in mice e
Slide 35: Target Y – First-in-class Program as Next Generation One Drug Pipeline
Target Y – First-in-class Program as Next Generation “One Drug Pipeline” Significant dose- Ameliorated in dependent efficacy histopathology and in mice Parkinson’s vision acuity via oral disease models dosing in dry AMD model Parkinson Dry AMD Target Y Obesity In MASH mice model, Target Y MASH inhi
Slide 36: 2026 Key Milestones Across both the Platform and Therapeutic Pipeline
2026 Key Milestones Across both the Platform and Therapeutic Pipeline 2026 1H 2026 2H ✓ Rentosertib (Inhalable) IND approval for the treatment • ISM6331 (TEAD) preliminary safety, efficacy, of IPF in China and biomarker data from Ph1 trial Development • ISM8969 (NLRP3) FPI of Ph1 trial in Australia
Insilico Medicine Cayman Topco — Investor Presentation (May 2026) on 6ix