Insilico Medicine, a generative artificial intelligence (AI)-driven clinical-stage biotech company, today issued a positive profit alert for the six months ended June 30, 2026. The company forecasts revenue between USD102.5 million and USD106.5 million, representing a year-on-year increase of approximately 272.7% to 287.3%. Net profit is expected to range from USD33.5 million to USD39.5 million, while adjusted non-IFRS net profit is projected to be between USD45.5 million and USD51.5 million. This financial performance is primarily driven by sustained revenue growth and systematic improvements in operational efficiency.

Global Collaborations Drive Business Growth

The increase in financial performance was fueled by advancements in global out-licensing, co-development, and research collaboration. During the First Half of 2026, Insilico announced multiple collaborations with partners including Servier, Hygtia Therapeutics, Qilu Pharmaceutical, CMS, Tenacia, Eli Lilly, and SK Biopharmaceuticals. The company also unlocked milestones within existing partnerships with Hisun Pharma, Menarini, TaiGen, and Hygtia Therapeutics. Additionally, Insilico expanded its strategic network through new alliances with Tigermed, Ancestor Cell, JOINN Laboratories, Ribo Life Science, and Etern, as well as engagements with Memorial Sloan Kettering Cancer Center, ASKA Pharma, and Saudi Aramco.

AI Platform Upgrades as Innovation Foundation

Insilico optimized its Biology42, Chemistry42, and Science42 platforms within Pharma.AI and introduced two agentic systems: PandaClaw and LabClaw. PandaClaw automates biological analysis workflows, while LabClaw functions as an autonomous laboratory orchestration system. In January 2026, the company launched Science MMAI Gym, a foundation model training framework integrating over 1,000 drug discovery benchmarks and approximately 120 billion tokens of pharmaceutical data. Collaborations were established with Liquid AI and Human Longevity to advance these AI capabilities, alongside continued partnerships with Microsoft Azure and Google Cloud.

Accelerated Pipeline Progress to Unlock Long-Term Value

Insilico achieved several clinical milestones, including the entry of Rentosertib (ISM001-055) into Phase III clinical trials for idiopathic pulmonary fibrosis. Other advancements include Garutadustat (ISM5411) completing first-subject dosing in a Phase IIa trial for inflammatory bowel disease, and ISM8969 receiving dual IND approvals and completing first-in-human dosing. The company nominated six preclinical candidate compounds (PCCs) in H1 2026, bringing its total pipeline to 31 PCCs, with 13 having achieved IND clearance and 10 programs in clinical development.

Financial Outlook for H1 2026

The following table outlines the expected financial performance for the First Half of 2026:

The financial information is based on preliminary assessments of unaudited consolidated management accounts and is subject to adjustment. The interim results announcement for the First Half of 2026 is expected to be published in August 2026.

Insilico Medicine has initiated a Phase III clinical trial for Rentosertib, a potentially first-in-class oral small-molecule inhibitor targeting TNIK for the treatment of idiopathic pulmonary fibrosis (IPF). The trial represents a significant milestone in AI-driven drug discovery, advancing a medicine whose target and chemical structure were identified using generative AI. The study aims to address the high unmet medical need in IPF, a progressive, age-related fibrotic lung disease with limited treatment options.

Rentosertib, formerly known as ISM001-055 / INS018_055, was discovered and designed through Insilico's Pharma.AI platform. The program integrates a novel fibrosis target prioritized by Biology42: PandaOmics and a small molecule generated via Chemistry42. The discovery-to-clinic path was documented in Nature Biotechnology, while Phase IIa results were published in Nature Medicine. The upcoming Phase III trial is a prospective, randomized, double-blind, placebo-controlled, parallel-group study expected to enroll 320 patients with IPF.

Phase IIa Results and Rationale

The GENESIS-IPF Phase IIa study demonstrated manageable safety and tolerability, with the 60 mg once-daily arm showing a mean forced vital capacity (FVC) improvement of +98.4 mL at 12 weeks, compared to -20.3 mL in the placebo group. These results provided the confidence to proceed with larger-scale testing. The Phase III trial will assess whether the safety profile and lung-function signal observed in Phase IIa can translate into clinically meaningful benefit.

Trial Design and Leadership

The Phase III trial will be led by Professor Zuojun Xu of Peking Union Medical College Hospital as the Leading Principal Investigator. Academician Nanshan Zhong and President Chang Chen of Shanghai Pulmonary Hospital will serve as Co-Leading Principal Investigators. The study is designed to systematically evaluate the efficacy and safety of once-daily Rentosertib administered over 52 weeks across 47 centers in China. The primary endpoint is the annual rate of decline in FVC, with a key secondary endpoint measuring time to first disease progression event.

Scientific and Pipeline Context

TNIK is a serine/threonine kinase implicated in fibrosis-driving and inflammation-related pathways. Insilico identified TNIK as a high-priority target using PandaOmics by integrating multi-omics data and aging-relevant target scoring. Rentosertib is the lead program in Insilico's pipeline, which includes 31 preclinical candidate nominations, 13 IND clearances, and 8 ongoing Phase I trials. The company's end-to-end AI platform, Pharma.AI, integrates Biology42, Chemistry42, and Medicine42 to accelerate drug discovery and development.