Schrödinger (NasdaqGS:SDGR) Q4 2025 Earnings call February 25, 2026 04:30 PM ET Company ParticipantsConor MacKay - Equity Research AssociateJaren Madden - Chief Corporate Affairs Officer and Head of Investor RelationsKaren Akinsanya - President, Head of Therapeutics R&D, and Partnerships Chief Strategy OfficerRamy Farid - CEORichie Jain - CFONone - Company RepresentativeNone - Company RepresentativeNone - Company RepresentativeNone - Company RepresentativeConference Call ParticipantsBrendan Smith - Director ...

Schrödinger (NasdaqGS:SDGR) Q4 2025 Earnings call February 25, 2026 04:30 PM ET Company ParticipantsConor MacKay - Equity Research AssociateJaren Madden - Chief Corporate Affairs Officer and Head of Investor RelationsKaren Akinsanya - President, Head of Therapeutics R&D, and Partnerships Chief Strategy OfficerRamy Farid - CEORichie Jain - CFONone - Company RepresentativeNone - Company RepresentativeNone - Company RepresentativeNone - Company RepresentativeConference Call ParticipantsBrendan Smith - Director ...

Schrödinger (NasdaqGS:SDGR) Q4 2025 Earnings call February 25, 2026 04:30 PM ET Speaker7Thank you for standing by. Welcome to Schrödinger's conference call to review fourth quarter and full year 2025 financial results. My name is Rob. I'll be your operator for today's call. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question and answer session. If you would like to ask a question during this time, simply press star, then 1 on your telepho ...

4Q/Full-Year 2025 Financial Results February 2026 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, made by Schrödinger, Inc. ("we," "us," "our," "Schrödinger," or the "Company") contained in this presentation, including, without limitation, statements regarding the potential ad ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _______________________________________ FORM 10-K _______________________________________ (Mark One) x ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2025 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 _______________________________________ Schrod ...

Exhibit 99.1 Schrödinger Reports Fourth Quarter and Full-Year 2025 Financial Results 2025 Total Revenue of $256 Million Strong Balance Sheet Supports Path to Positive Adjusted EBITDA by Year-End 2028 2025 Software Revenue of $200 Million; 2025 Software ACV of $198 Million Accelerating Transition to Ratable, Hosted Software Revenue | Software KPI | 2025 | 2024 | % Growth | | --- | --- | --- | --- | | Total annual contract value (ACV) | $198.5M | $190.8M | 4.0% | | Top 20 Pharma ACV | $80.8M | $70.0M | 15.3% ...

Core Viewpoint - The health care sector has several oversold stocks that present potential buying opportunities for undervalued companies [1]. Group 1: Oversold Stocks - The Relative Strength Index (RSI) is a momentum indicator that helps traders assess stock performance, with an RSI below 30 indicating that a stock is typically considered oversold [1]. - A list of major oversold stocks in the health care sector includes companies with an RSI near or below 30 [2]. Group 2: Company Specifics - Schrodinger Inc (NASDAQ:SDGR) has an RSI value of 29.9, with its stock price falling approximately 28% over the past month, reaching a 52-week low of $11.15 [3]. - On February 18, Schrodinger reported inducement grants under Nasdaq Listing Rule 5635(c)(4) [3]. - Schrodinger's shares rose by 1.6% to close at $11.81 on Wednesday, with an Edge Stock Rating momentum score of 2.78 [3].

Group 1 - The health care sector has identified oversold stocks, presenting potential buying opportunities for undervalued companies [1] - The Relative Strength Index (RSI) is a momentum indicator used to assess stock performance, with a value below 30 indicating that a stock is typically considered oversold [1] - A list of major oversold stocks in the health care sector includes companies with an RSI near or below 30 [2] Group 2 - Schrodinger Inc (NASDAQ:SDGR) has an RSI value of 29.9, indicating it is near the oversold threshold [3] - Schrodinger's stock has decreased approximately 28% over the past month, reaching a 52-week low of $11.15 [3] - On February 18, Schrodinger reported inducement grants under Nasdaq Listing Rule 5635(c)(4), and its shares rose 1.6% to close at $11.81 [3]

Core Viewpoint - Schrödinger, Inc. is set to report its fourth quarter and full-year 2025 financial results on February 25, 2026, after market close [1] Financial Reporting - The financial results will be followed by a conference call and webcast at 4:30 p.m. ET [1] - The live webcast will be accessible in the "Investors" section of Schrödinger's website and will be archived for approximately 90 days post-event [1] Company Overview - Schrödinger is focused on transforming molecular discovery through its computational platform [1]

Summary of Key Points from the Conference Call on AI-Driven Drug Discovery (AIDD) Industry Overview - **Industry Focus**: Biotechnology, specifically AI-driven drug discovery (AIDD) in the Asia Pacific region [1] - **Current State**: AIDD is transitioning from pilot projects to commercial reality, with significant growth in partnerships and platform deals [2] Core Insights - **Chemistry Models**: These models are mature and have proven to enhance execution efficiency in drug discovery, leading to faster iteration cycles and improved hit-to-lead conversion rates [10][12] - **Biology Models**: While chemistry models are monetizable, biology models, which influence drug development decisions, are still in the validation phase. Their success hinges on demonstrating human relevance through clinical data [3][11] - **2026 as a Pivotal Year**: A series of clinical and translational readouts expected in 2026 will test the validity of biology models, potentially shifting AIDD from execution support to authoritative decision-making [4][16] Investment Opportunities - **CLARITY Framework**: This framework distinguishes between chemistry-execution platforms, which have proven value, and biology-exposed platforms, which may see a revaluation based on upcoming validation results [5][21] - **Recommended Strategy**: The strategy involves pairing investments in established chemistry platforms with selective exposure to emerging biology-validation platforms [6] Key Developments and Case Studies - **Insilico Medicine**: Positive Phase 2a data for its TNIK inhibitor indicates early validation of AI-driven biology models [23][65] - **Recursion Pharmaceuticals**: REC-4881 shows promise in clinical validation, with additional data expected in 2026 [67] - **Absci**: ABS-201, an AI-designed antibody, is in first-in-human studies, with interim data anticipated in 2H26 [66] Market Dynamics - **China's Role**: China is emerging as a key player in AIDD, leveraging its clinical development infrastructure and rapid adoption of AI tools to enhance drug discovery processes [4][72][77] - **Global Trends**: The biopharmaceutical industry is facing pressures such as patent cliffs and declining R&D ROI, driving the need for innovative tools like AIDD [13][41] Risks and Challenges - **Adoption Barriers**: Organizational frictions, such as data silos and misaligned incentives, may hinder the widespread adoption of AIDD technologies [15][50] - **Validation Risks**: Biology models may fail to demonstrate consistent human relevance, which could impact their adoption and valuation [26][70] Conclusion - **Future Outlook**: The next 18-24 months are critical for AIDD, with multiple programs expected to generate early clinical signals that could validate the efficacy of AI in drug discovery [56][70] - **Investment Implications**: As biology models gain validation, there may be a shift in how AIDD companies capture value, moving towards co-development and downstream economic participation [69][71]