Schrodinger, Inc.

Schrödinger, Inc. (NASDAQ: SDGR) operates as a leading provider of physics-based computational software solutions for drug discovery and materials science applications. The company's website is www.schrodinger.com.

Founded in 1990, Schrödinger has developed a differentiated computational platform that predicts critical molecular properties with high accuracy by integrating rigorous physics-based methods with machine learning capabilities. This approach enables biopharmaceutical companies, academic institutions, and government laboratories to discover and design novel molecules more rapidly and cost-effectively compared to traditional experimental methods.

The company operates through two primary business segments: software and drug discovery. The software business generates revenue through licensing computational solutions to biopharmaceutical and industrial customers. In 2025, all top 20 pharmaceutical companies by revenue licensed Schrödinger's solutions, which accounted for 37 percent of software revenue. The company's software platform serves more than 1,750 academic institutions globally and includes solutions for target identification, hit discovery, lead optimization, and enterprise informatics. The software segment generated $199.5 million in revenue in 2025, representing approximately 78 percent of total revenue.

The drug discovery segment comprises both collaborative programs with biopharmaceutical partners and proprietary drug discovery initiatives. As of December 31, 2025, the company maintained 20 active collaborative drug discovery programs spanning therapeutic areas including oncology, fibrosis, inflammatory bowel disease, and metabolic disease. Notable collaborations include a research agreement with Novartis Pharma AG announced in November 2024, with potential milestone payments up to $2.272 billion. The company's proprietary pipeline includes SGR-1505, a MALT1 inhibitor in Phase 1 clinical trials, and SGR-3515, a Wee1/Myt1 inhibitor also in Phase 1 development. Drug discovery revenue totaled $56.4 million in 2025, representing approximately 22 percent of total revenue.

For the year ended December 31, 2025, Schrödinger generated total revenue of $255.9 million. The company maintains a global team spanning the United States, European Union, United Kingdom, Japan, India, and South Korea, with sales distribution in additional markets including China. The company's materials science applications extend its platform to aerospace, energy, semiconductors, electronic displays, and chemicals industries.