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Schrödinger, Inc. (SDGR) Presents at TD Cowen 46th Annual Health Care Conference Transcript
Seeking Alpha· 2026-03-06 13:25
Question-and-Answer SessionBrendan SmithTD Cowen, Research Division So maybe I want to kind of keep this as interactive as possible here. I will be checking my phone for any questions that kind of come in at brendan.smith@tdsecurities.com. But maybe I do want to kind of kick us off with the conversation, Ramy, give you a minute, talk about more substantive update we got last week when it comes to kind of the shifting towards hosted services. ACV reporting relative to revenues. Ultimately, what that means an ...