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Schrödinger (SDGR) investor relations material
Schrödinger Jefferies London Healthcare Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Jefferies London Healthcare Conference 2025 summary19 Nov, 2025
Business model and platform differentiation
Operates a computational platform for molecular discovery, primarily in drug discovery, leveraging physics-based simulations to supplement experimental data for high-quality AI training sets.
Monetizes through software licensing, collaborations with pharma and material science partners, and proprietary drug discovery programs, with over 1,700 customers and 19 active collaborations.
Platform is widely adopted in the industry, with a focus on combining physics-based and AI-driven methods for molecule design.
Partnerships often arise from existing software users expanding their engagement, leading to increased platform adoption and spend.
Platform is therapeutic area agnostic, enabling diversification across multiple disease areas.
Financial performance and guidance
Reported $54 million in quarterly revenue, up 54% year over year, with $40.9 million from software (28% growth) and $13.5 million from drug discovery.
Maintains guidance of ~$250 million in total revenue, with a slight decrease in software offset by increased drug discovery revenue.
Software revenue growth is driven by expanded relationships with pharma customers, though biotech sector growth remains challenging.
Q4 is the largest quarter for bookings and renewals, providing better visibility into future software revenue.
Year-over-year software revenue growth is expected to continue.
Strategic priorities and operational changes
Transitioning to an R&D-focused model, aiming to complete dose escalation studies on two clinical programs and seek partners for further development.
Will not advance internal assets to IND stage, focusing on preclinical discovery and collaborations.
Streamlining operations to enhance profitability, with $30 million in expense reductions and an additional $40 million in savings from winding down clinical programs.
Ended the quarter with $401 million in cash, extending runway and improving operational profile.
Preclinical focus: How does it maximize long-term value
Biotech challenges: How to sustain software growth
MALT1/Wee1: What makes them attractive for partners
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Next Schrödinger earnings date
Q4 202526 Feb, 2026
Next Schrödinger earnings date
Q4 202526 Feb, 2026
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Frequently asked questions
Schrödinger, Inc. provides physics-based software platform that enables discovery of novel molecules for drug development and materials applications. The Company's solutions enable life science researchers to identify likeliest candidates from compound libraries and screen them against biological targets in the systems biology environment. Schrödinger Inc. was founded in 1990 and is based in New York.
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