Schrodinger Strengths, Domain Expertise, and Key Differentiators
Schrodinger is strategically positioned for sustained growth, underpinned by its robust technological foundation and leadership in chemical simulation software. The company's strength lies in its comprehensive, high-performance molecular modeling and drug discovery platforms, which are deeply integrated into pharmaceutical, biotech, and materials science R&D workflows. Schrödinger’s early and effective adoption of cloud computing further enhances its scalability and speed, enabling more efficient compound screening and accelerated time-to-market for therapeutics.
Schrodinger Recent Developments
Schrodinger's recent acquisition of XTAL BioStructures, Inc. marks a strategic enhancement of its structural biology capabilities, integral to its structure-based drug discovery initiatives. By integrating XTAL's expertise in biophysical methods, protein production, and X-ray crystallography, Schrodinger aims to streamline the generation of high-quality target structures, thereby augmenting its computational platform's efficacy in virtual screening and lead optimization processes.
Schrodinger Customers in ARTW Customer Database
Leveraging a rigorous data-centric research methodology, APPS RUN THE WORLD asks the simple question: Who’s buying Schrodinger applications and why? And we provide the answers – supported by decades of research – to our clients around the world. Our Customer database has over 100 data fields that detail company usage of Schrodinger and other enterprise apps by function, customer size, industry, location, implementation status, partner involvement, Line of Business Key Stakeholders and IT decision makers contact details. List of Verified Schrodinger customers.
Schrodinger Overview
1540 Broadway 24th Floor
New York, NY, 10036, United States
1 212-295-5800
https://www.schrodinger.com/
Ownership: - Nasdaq: SDGR
Number of Employees: 891
Functional Markets: ERP Services and Operations, PLM, PPM,
Key Verticals: Aerospace and Defense, Life Sciences, Manufacturing, Oil Gas Chemicals,
Schrodinger Key Enterprise and Cloud Applications
Schrodinger
Schrodinger Revenues, $M:
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* Enterprise Applications Revenues = License + Support & Maintenance + SaaS
** All revenue figures are estimates based on public records, Cloud and Non-Cloud business models in Apps Run The World's vendor database, and annual survey results including vendor feedback.
Schrodinger Revenue Breakdown By Type, $M:
Schrodinger Enterprise Applications Revenues By Functional Markets, $M:
Schrodinger Enterprise Applications Revenues By Verticals, $M:
Schrodinger Revenues By Region, $M
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Schrodinger Direct vs Indirect sales
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Schrodinger Customers - Breakdown by Geo, Size, Vertical and Product
List of Verified Schrodinger Customers
No. of Schrodinger Customers: 1785
No. of Schrodinger Enterprise Applications Customers: 1785
No. of Schrodinger Cloud Customers: x
No. of Schrodinger Cloud Subscribers: x
Schrodinger has 1785 commercial customers (including all top 20 pharma companies) and more than 1690 academic and government customers. In recent years, Materials Science Suite was selected by Boeing Company, Seoul National University and others.
Schrodinger Market Opportunities, M&A and Geo Expansions
Schrodinger, renowned for its physics-based software platform facilitating the discovery of novel molecules, announced the appointment of Jeffrey A. Chodakewitz, M.D., and Gary Ginsberg to its Board of Directors. Dr. Chodakewitz brings extensive biopharmaceutical experience from leadership roles at Vertex Pharmaceuticals and Merck & Co., while Mr. Ginsberg contributes global communications expertise honed at Time Warner and Softbank Group Corp. Their addition reflects Schrödinger's strategic focus on expanding its software business and advancing drug discovery collaborations worldwide.
In March 2020, Schrödinger expanded collaboration with AstraZeneca focused on refining a biologics modeling solution with the aim of speeding up the development of antibody and protein-based therapeutic candidates. The multi-year agreement extends an existing collaboration in which AstraZeneca is deploying Schrödinger’s computational platform to advance small molecule drug discovery efforts. The new collaboration is aimed at enhancing Schrödinger’s Free Energy Perturbation (FEP+) technology for the optimization of key properties of biologics, such as affinity and selectivity, with particular focus on binding affinity.
In May 2018, Schrödinger dedicated to revolutionizing drug discovery through advanced computational methods, trough collaboration with Canada’s national Centre for Drug Research and Development (CDRD),. This collaboration resulted with development of novel immuno-oncology monoclonal antibodies and other cancer biologics. CDRC provided a portfolio of targeted antibodies and Schrödinger have applied its advanced computation platform to prioritize these drug candidates and otherwise accelerate discovery. The initial project has involved an immune checkpoint target that is present on cancer stem cells.
Schrodinger Risks and Challenges
A potential risk to Schrodinger’s long-term growth trajectory stems from ongoing consolidation within the pharmaceutical industry. As major pharmaceutical companies merge or streamline operations, procurement cycles may lengthen and vendor rationalization could reduce demand for third-party simulation platforms. This consolidation trend may lead to heightened pricing pressure, fewer enterprise-scale clients, and a narrower customer base, all of which could constrain Schrodinger’s revenue growth and limit its ability to scale across broader segments of the life sciences market. Maintaining strategic differentiation and expanding into adjacent verticals will be critical to mitigating these industry headwinds.
Schrodinger Ecosystem, Partners, Resellers and SI
Schrodinger and Bayer partnered to develop a comprehensive de novo design solution with the objective to accelerate the discovery of innovative high-quality drugs. The technology is expected to be capable of enumerating, screening, and scoring billions of synthetically feasible, virtual compounds supporting the identification and optimization of potential new therapeutic candidates. Under the terms of the agreement, Schrödinger is expected to receive about €10 million. The de novo design software will integrate the power of Schrödinger’s molecular design technology, which relies on physics-based modeling augmented by machine learning, with Bayer’s proprietary in silico models predicting compound absorption, distribution, metabolism, excretion, toxicity (ADMET) and chemical synthesizability. The new software will be built on Schrödinger’s enterprise informatics solution, LiveDesign, and is intended to rapidly design large numbers of molecules and predict their properties.
Among Schrödinger, partners are Altoris, Amazon Web Services (AWS), ChemAxon, Cycle Computing, D.E. Shaw Research, eMolecules, Exxact, John McNeil & Co and others.
Research Methodology
Data used in research reports are derived from publicly available documents, continuous surveys of applications vendors, customers, resellers, Independent Software Vendors, systems integrators and other verifiable sources.
Vendor shares and market forecast results are based on a combination of existing databases as well as demand side and supply side research conducted throughout the year with validation from vendors, customers, channel partners and documentations such as earnings releases and 10Q and 10K filings, vertical industry studies, regional and country-level statistics from public and private institutions(i.e. colleges, universities, government agencies and trade associations).
For additional information on our methodologies, here's the link:
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