Schrodinger

Schrodinger

SDGR
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SDGR · Stock Price

USD 13.28-10.63 (-44.46%)
Market Cap: $952.7M

Historical price data

Market Cap: $952.7MFounded: 1990Employees: ~900HQ: New York, United States

Overview

Schrödinger is a computational science pioneer with a dual-business model combining high-margin software licensing with internal drug discovery. Founded in 1990, the company has built a sophisticated, physics-based platform that is widely adopted by pharmaceutical and materials science organizations. Its strategy validates its technology through internal deployment in a therapeutic pipeline, aiming to create diversified revenue streams and capture value across the discovery value chain.

Oncology

Technology Platform

An integrated, physics-based computational platform for molecular modeling and design, combining advanced molecular dynamics (FEP+), machine learning, and enterprise informatics to accelerate drug and materials discovery.

Funding History

5
Total raised:$422M
IPO$232M
Series D$85M
Series C$50M
Series B$35M

Opportunities

The convergence of high-performance computing, AI, and biological data is expanding the market for computational discovery platforms.
Schrödinger's dual model allows it to capture software subscription revenue while pursuing high-upside economics from successful therapeutic assets, with the potential for multiple blockbuster partnerships.

Risk Factors

Clinical failure of internal pipeline candidates would challenge the platform's validation narrative.
The capital-intensive nature of drug development could pressure finances, and intense competition from AI-first computational biology firms threatens technological leadership.

Competitive Landscape

Faces competition from AI/ML-focused drug discovery software firms (e.g., Relay Therapeutics, Exscientia) and competes as a biotech against all companies pursuing similar oncology targets. Its key differentiation is a deep physics-based computational foundation integrated with a proprietary therapeutic pipeline.

Company Timeline

1990Founded

Founded in New York, United States

2005Series C

Series C: $50.0M

2010Series D

Series D: $85.0M

2020IPO

IPO — $232.0M