Start Time: 08:30 January 1, 0000 9:16 AM ET Schrödinger, Inc. (NASDAQ:SDGR) Q4 2020 Earnings Conference Call March 04, 2021, 08:30 AM ET Company Participants Ramy Farid - President and CEO Joel Lebowitz - EVP and CFO Karen Akinsanya - EVP, Chief Biomedical Scientist, Head of Discovery R&D Jaren Madden - SVP, IR and Corporate Communications Conference Call Participants Michael Yee - Jefferies Do Kim - BMO Capital Markets Michael Ryskin - Bank of America Merrill Lynch Operator Thank you for standing by, and ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2020 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD FROM TO Commission File Number 001-39206 Schrodinger, Inc. (Exact name of Registrant as specified in its Charter) Delaware 95-4284541 (State or other jurisdiction of in ...

Financial Data and Key Metrics Changes - Total revenue for Q3 2020 was $25.8 million, representing a 29% increase compared to Q3 2019 [11][34] - Software revenue reached $22.9 million, an increase of 42% year-over-year [11][35] - Gross profit was $15.3 million, up 43% from the same quarter last year [39] - Operating expenses were $30.7 million, a 40% increase compared to Q3 2019 [40] - Net income adjusted for non-controlling interests was $3.9 million, compared to a net loss of $11.5 million in Q3 2019 [42] Business Line Data and Key Metrics Changes - Drug discovery segment revenue was $2.9 million, down 24% compared to Q3 2019, primarily due to the timing of program milestones [37] - Deferred revenue balance at the end of the quarter was $21.7 million, a 13% increase from Q3 2019 [39] Market Data and Key Metrics Changes - The company experienced growth in both life sciences and material science sectors, with material science growing at a higher percentage than life sciences [36][62] - The company is expanding into new verticals, including polymers and energy storage, indicating a growing market presence [62] Company Strategy and Development Direction - The company aims to accelerate the growth of its software business and advance its drug discovery programs [4][10] - Plans to initiate IND-enabling studies for at least one program in the first half of 2021 [40][30] - The company is focused on maintaining its lead in drug discovery technology and is open to exploring M&A opportunities [64] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to execute its strategy despite potential temporary delays in drug discovery programs due to COVID-19 [44][45] - The company is well-positioned to deliver on its mission to transform drug discovery and materials design [46] Other Important Information - The company raised $347 million in gross proceeds from a follow-on public offering, increasing cash and equivalents to $599 million [10][43] - The company continues to hire talented scientists and software developers to support its growth [14] Q&A Session Summary Question: How has the company capitalized on deeper engagement with the platform? - Management noted that the technology has significantly improved, leading to increased validation and scaling up of software use by larger companies [49] Question: When will the company decide to move internal drugs into clinical studies? - Management indicated that they are building the necessary infrastructure and hiring to support clinical studies, with plans to initiate GLP-tox studies [50] Question: Are there metrics to support customer acceleration in usage? - Management confirmed that they are seeing significant contributions from increased adoption by large customers, leading to larger contract sizes and additional licenses [56] Question: What are the investment priorities going forward? - Management emphasized the importance of ramping up capabilities for IND-enabling studies and maintaining investment in both drug discovery and material science [64]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 Schrodinger, Inc. (Exact Name of Registrant as Specified in its Charter) | Delaware | 95-4284541 | | --- | --- | | (State or other jurisdiction of | (I.R.S. Employer | | incorporation or organization) | Identification No.) | | 120 West 45th Street, 17th Floor | | | New York, NY | 10036 | | (Address of principal executive offices) | (Zip Code) | | Registrant's telephone number, including area code: (212) 295-5800 | | | Securities registere ...

Schrödinger, Inc. (NASDAQ:SDGR) Q2 2020 Earnings Conference Call August 10, 2020 8:30 AM ET Company Participants Ramy Farid - President and CEO Karen Akinsanya - EVP, Chief Biomedical Scientist, Head of Discovery R&D Joel Lebowitz - EVP and CFO Conference Call Participants David Lebowitz - Morgan Stanley Do Kim - BMO Capital Markets Mike Ryskin - Bank of America Operator Good morning and welcome to the Schrödinger Second Quarter 2020 Earnings Conference Call. At this time, all participant lines are in a lis ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2020 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-39206 Schrodinger, Inc. (Exact Name of Registrant as Specified in its Charter) | Delaware | | | 95-4284541 | | | --- | --- | --- | ...

SCHRÖDINGER. Transforming Discovery of Therapeutics and Materials Cautionary Note and Disclaimer This presentation contains certain "forward-looking statements" within the meaning of the U.S. Private Securities Litigation Reform Act of 1995 that involve substantial risks and uncertainties. All statements, other than statements of historical fact, contained in this presentation, including, without limitation, statements regarding the potential advantages of our physics-based computational platform, our strat ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2020 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-39206 Schrodinger, Inc. (Exact Name of Registrant as Specified in its Charter) | Delaware | 95-4284541 | | --- | --- | | (State o ...

Schrödinger, Inc. (NASDAQ:SDGR) Q1 2020 Earnings Conference Call May 13, 2020 8:30 AM ET Company Participants Ramy Farid - President and CEO, Board Member Karen Akinsanya - Executive Vice President, Chief Biomedical Scientist, Head of Discovery R&D Joel Lebowitz - Executive Vice President, Chief Financial Officer Conference Call Participants Michael Yee - Jefferies Operator Good Morning, and welcome to the Schrödinger First Quarter 2020 Earnings Conference Call. At this time, all participants are in a list ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2019 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD FROM TO Commission File Number 001-39206 Schrödinger, Inc. (Exact name of Registrant as specified in its Charter) Delaware 95-4284541 (State or other jurisdiction of in ...