MarketBeat
05 Nov 2026, 04:22 UTC · 1d ago
What Schrodinger (SDGR) Said on Its Q3 Earnings Call
Impact · against what's priced in
Schrodinger's raise in 2026 ACV and drug discovery revenue guidance provides a concrete positive catalyst for growth expectations. Takeda benefits modestly from the FDA's priority review of zasocitinib, which clears a regulatory hurdle for a co-invented drug.
- SDGR+0.50
No priced-in read yet
- In context
The company raised its 2026 drug discovery revenue forecast to $75M-$85M and ACV outlook to $222M-$232M, indicating accelerating software demand and successful milestone triggers from partners like Structure Therapeutics.
Read from the article alone
