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Schrödinger (SDGR) Update / Briefing June 12, 2025 08:00 AM ET Speaker0 Thank you for standing by. Welcome to Schrodinger's webcast to review the initial Phase one data for SGR-fifteen oh five. My name is Rob, and I will be your operator for today's call. After the speakers' remarks, there will be a question and answer session. Please be advised that this call is being recorded at the company's request. Now I would like to introduce your host for today's conference, Ms. Jeron Madden, Chief Corporate Affairs ...

NEW YORK, June 7, 2025 /PRNewswire/ -- Pomerantz LLP is investigating claims on behalf of investors of Schrödinger, Inc. ("Schrödinger" or the "Company") (NASDAQ: SDGR). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. 7980.The investigation concerns whether Schrödinger and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.[Click here for information about joining the class action]On May 20, 2025, Sc ...

Summary of Schrödinger (SDGR) 2025 Conference Call Company Overview - **Company**: Schrödinger (SDGR) - **Industry**: Biotechnology, specifically focusing on drug discovery and development using computational methods and AI Key Points and Arguments 1. **Leadership Changes**: Richie Jane has recently been appointed as CFO, bringing experience from Morgan Stanley and focusing on business development and strategic finance [3][4] 2. **Software Business Growth**: The software segment generated $48.8 million in Q1, growing 46% year-on-year, contributing to total revenues of $59.6 million [17] 3. **Cash Position**: The company ended the quarter with $512 million in cash, including $150 million from a deal with Novartis [18] 4. **Revenue Guidance**: The company maintains a revenue growth guidance of 10% to 15% for the year, with drug discovery revenue expected to be between $45 million and $50 million [18] 5. **Clinical Pipeline**: Schrödinger has eight disclosed assets, with three in phase one oncology programs. The first asset, fifteen oh five, is a MALT1 inhibitor showing promising preliminary activity [16][21] 6. **Predictive Toxicology Initiative**: The company is enhancing its platform with predictive toxicology tools, aiming to reduce costs and improve success rates in drug development [18][52] 7. **Partnerships and Collaborations**: Schrödinger partners with pharmaceutical companies for joint development, receiving upfront payments, equity ownership, milestones, and royalties [15] 8. **Market Positioning**: The company aims to position MALT1 as a potential partner to existing therapies like BTK inhibitors, focusing on combination therapies [30][33] Additional Important Content 1. **Clinical Data Updates**: The phase one study of fifteen oh five has shown safety and tolerability, with evidence of tumor shrinkage in patients [21][23] 2. **Future Clinical Studies**: The company plans to approach the FDA for a recommended phase two dose and discuss combination approaches for MALT1 inhibitors [40] 3. **Adoption Challenges**: The company faces challenges in changing how pharmaceutical companies conduct drug discovery, which affects the adoption of its software [68] 4. **Financial Strategy**: The company is focused on maintaining a balance between investing in R&D and managing operating expenses, with a gross margin target of 74% to 75% for the software business [78] 5. **Business Development**: Schrödinger has engaged in business development deals to bring in cash and mitigate spending, indicating a strategy to leverage partnerships for funding [80] This summary encapsulates the key insights from the conference call, highlighting the company's strategic direction, financial performance, and clinical developments.

NEW YORK, June 02, 2025 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors of  Schrödinger, Inc. (“Schrödinger” or the “Company”) (NASDAQ: SDGR).  Such investors are advised to contact Danielle Peyton at newaction@pomlaw.com or 646-581-9980, ext. 7980. The investigation concerns whether Schrödinger and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices. [Click here for information about joining the class action] On May ...

Company Performance - Schrödinger (NASDAQ: SDGR) reported extremely strong results in Q1, indicating a thriving business despite a challenging demand environment [1] - The company's share price reflects its positive performance and potential benefits from regulatory tailwinds going forward [1] Investment Strategy - Narweena, an asset manager, focuses on identifying market dislocations due to poor understanding of long-term business prospects, aiming for excess risk-adjusted returns [1] - The investment approach emphasizes company and industry fundamentals to uncover unique insights, with a high risk appetite and long-term horizon [1] - Narweena targets smaller cap stocks and markets with less obvious competitive advantages, driven by the belief that an aging population and low growth will create new investment opportunities [1] Market Trends - Many industries may face stagnation or secular decline, which could paradoxically enhance business performance as competition decreases [1] - Conversely, some businesses may encounter rising costs and diseconomies of scale, impacting their performance negatively [1] - The economy is increasingly dominated by asset-light businesses, leading to a declining need for infrastructure investments over time [1] - A large pool of capital is pursuing a limited set of investment opportunities, resulting in rising asset prices and compressed risk premia [1]

Schrödinger (SDGR) 2025 Conference May 14, 2025 04:40 PM ET Speaker0 My name is Mike Riskin. I'm on the life science tools and diagnostics team here at Bank of America, and we're excited to be joined by the Schrodinger team. Thanks so much for coming. I think we're gonna kick things off with a quick presentation, and then we'll go into a fireside chat and q and Okay. Speaker1 Thanks, Mike. I'm Jeff Borges, the CFO of Schrodinger, and I will give you a quick overview of the company, and then we'll get into a ...

Schrodinger, Inc. (SDGR) came out with a quarterly loss of $0.82 per share versus the Zacks Consensus Estimate of a loss of $0.71. This compares to loss of $0.76 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -15.49%. A quarter ago, it was expected that this company would post a loss of $0.35 per share when it actually produced a loss of $0.55, delivering a surprise of -57.14%.Over the last four quarters, the company has surp ...

Schrödinger (SDGR) Q1 2025 Earnings Call May 07, 2025 04:30 PM ET Company Participants Jaren Madden - Senior Vice President of Investor Relations & Corporate AffairsRamy Farid - CEO, President & DirectorGeoff Porges - CFOKaren Akinsanya - President of Research & Development TherapeuticsMichael Yee - Managing DirectorMani Foroohar - Senior Managing DirectorMichael Ryskin - Managing DirectorScott Schoenhaus - Managing Director Conference Call Participants Brendan Smith - Director & Senior AnalystEvan Seigerma ...

Schrödinger (SDGR) Q1 2025 Earnings Call May 07, 2025 04:30 PM ET Speaker0 Thank you for standing by. Welcome to Schrodinger's Conference Call to Review First Quarter twenty twenty five Financial Results. My name is Calvin, and I will be your operator for today's call. Please be advised that this call is being recorded at the company's request. Now I would like to introduce your host for today's conference, Ms. Sharon Madden, Senior Vice President of Investor Relations and Corporate Affairs. Please go ahead ...