Schrodinger, Inc. Stock Price, News & Analysis

Schrödinger (Nasdaq: SDGR) announced the discontinuation of its SGR-2921 clinical development program, a CDC7 inhibitor being evaluated in a Phase 1 dose-escalation study for acute myeloid leukemia (AML) and high-risk myelodysplastic syndromes.

The decision comes after two treatment-related deaths in AML patients during the Phase 1 study, despite early evidence of monotherapy activity. The company determined that pursuing development as a combination therapy would be challenging, despite preclinical data showing promising anti-leukemic responses in patient-derived AML models.

Schrödinger (Nasdaq: SDGR) reported Q2 2025 financial results with total revenue of $54.8 million, up 16% year-over-year. Software revenue increased 15% to $40.5 million, while drug discovery revenue reached $14.2 million.

The company presented encouraging Phase 1 data for its MALT1 inhibitor SGR-1505 in B-cell malignancies and received FDA Fast Track Designation for Waldenström macroglobulinemia treatment. Initial clinical data for two other programs, SGR-3515 and SGR-2921, is expected in Q4 2025.

Schrödinger maintained its 2025 software revenue growth guidance of 10-15% and implemented cost-reduction measures, including a 7% workforce reduction expected to save approximately $30 million annually.

Schrödinger (Nasdaq: SDGR) has scheduled its second quarter 2025 financial results announcement for Wednesday, August 6, 2025, after market close. The company will hold a conference call and webcast at 4:30 p.m. ET to discuss the results. Investors can access the live webcast through the "Investors" section of Schrödinger's website, where it will remain available for approximately 90 days.

Schrödinger (Nasdaq: SDGR) announced the granting of restricted stock units (RSUs) to three new employees as part of their employment compensation packages. The grants, totaling 3,488 shares of common stock, were issued on July 14, 2025, under the company's 2021 Inducement Equity Incentive Plan.

The RSUs feature a four-year vesting schedule, with 25% vesting after the first year of continuous service and the remaining 75% vesting in equal yearly installments over the following three years. These grants were approved by the compensation committee and comply with Nasdaq Listing Rule 5635(c)(4).

Schrödinger (NASDAQ:SDGR) and Ajax Therapeutics have expanded their exclusive research collaboration to include a new JAK target, building on their successful partnership established in 2019. The collaboration's lead candidate, AJ1-11095, a potential first-in-class Type II JAK2 inhibitor, is currently in Phase 1 clinical trials for myelofibrosis treatment.

The expanded partnership aims to develop novel JAK inhibitors for both oncology and inflammatory/autoimmune disorders. Under the amended agreement, Ajax will lead clinical development and commercialization, while Schrödinger will receive milestone payments, single-digit royalties on net sales, and maintains its equity stake in Ajax following their participation in Ajax's $95 million Series C financing in 2024.

Schrödinger (Nasdaq: SDGR) announced that its clinical stage MALT1 inhibitor, SGR-1505, has received Fast Track designation from the FDA for treating adult patients with Waldenström macroglobulinemia who have failed at least two lines of therapy, including a BTK inhibitor.

The drug is currently in Phase 1 clinical trials for relapsed/refractory B-cell malignancies, showing encouraging preliminary efficacy and a favorable safety profile. Initial data was presented at recent medical conferences, demonstrating positive results in multiple B-cell malignancy subtypes. The FDA previously granted orphan drug designation to SGR-1505 for Mantle Cell Lymphoma in August 2023.

Schrödinger (NASDAQ: SDGR) announced the granting of restricted stock units (RSUs) to five newly hired employees on June 13, 2025. The grants, totaling 10,290 shares of common stock, were made under the company's 2021 Inducement Equity Incentive Plan and approved by the board's compensation committee. The RSUs follow a four-year vesting schedule, with 25% vesting after 12 months of continuous service and the remaining 75% vesting in equal yearly installments over the following three years. These grants were provided as material inducement for employment in accordance with Nasdaq Listing Rule 5635(c)(4).

Schrödinger (NASDAQ: SDGR) announced promising initial Phase 1 clinical data for SGR-1505 in treating relapsed/refractory B-cell malignancies. The study involved 49 patients with various conditions including CLL/SLL, DLBCL, and Waldenström macroglobulinemia. SGR-1505 demonstrated a favorable safety profile with no dose-limiting toxicities, and showed clinical activity with a 22% overall response rate across all dose levels. Notable responses were observed in patients with indolent disease, including those previously treated with BTK and BCL-2 inhibitors. The drug achieved its pharmacodynamic target of ~90% IL-2 inhibition at doses ≥150 mg QD. Only 43% of patients experienced treatment-related adverse events, with rash and fatigue being most common at 12% each. The company plans to discuss the recommended Phase 2 dose with the FDA later this year.

Schrödinger (SDGR) has granted inducement equity awards to its newly appointed EVP, Chief Commercial Officer, Global Head of Software Sales & Marketing, Mannix Aklian, who joined on May 28, 2025. The compensation package includes a non-statutory stock option to purchase 84,375 shares at $21.44 per share and 14,063 restricted stock units (RSUs). The stock options have a ten-year term with 25% vesting after one year and the remainder vesting monthly over three years. The RSUs vest over four years, with 25% vesting after the first year and the remaining vesting annually over three years.

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