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Biotech

Schrödinger, Inc.

SDGRNASDAQpure-play
Market cap$1.1B
Conviction3/ 5
HQNew York, New York, USA

For informational purposes only. Not financial advice, not a recommendation to buy or sell any security. Standing Order is a directory and research project, not an advisory service.

Price · 180d

$15.20

-10.8%

Thesis

Schrödinger combines physics-based molecular simulation with machine learning, monetizing through software licenses and a proprietary drug pipeline. The dual model pairs recurring software revenue with optionality on internal and partnered programs.

Catalysts

  • Software revenue growth and customer expansion
  • Proprietary pipeline clinical progress
  • Collaboration milestones with large pharma

Not financial advice — research and opinion only. Disclosures