산업
Computational Drug Discovery
Computational Drug Discovery 산업의 모든 리포트 — 총 4건.
38/100
Schrödinger: A 6.0 Million USD Q2 Profit Over a 41.5 Million Operating Loss, and a 20% Rally Driven More by EV/ACV Re-Rating From 3.8 to 4.9 Times Than by ACV Growth
Schrödinger licenses physics-based molecular-modelling software such as FEP+ and LiveDesign to all 20 of the world's top 20 pharmaceutical companies, and runs the same engine over partnered and proprietary drug programs that pay milestones, royalties and equity. Q2 2026 net income of 6.0 million USD came almost entirely from a 10 million USD Ajax milestone and 45.9 million USD of equity fair-value gains, leaving a 41.5 million USD operating loss underneath, while the cleaner demand measure, annual contract value, grew 27% in the quarter against full-year guidance of 218 to 228 million USD. Rating Hold: at 19.02 USD the roughly 1.02 billion USD enterprise value is 4.9 times trailing ACV against about 3.8 times in June, so the software franchise is already fully priced and the ideal buy band sits at 13 to 15 USD.
38/100
Simulations Plus: A Credible Drug-Modeling Specialist, Now Priced as a Near-Cash Deal Stock
Simulations Plus builds scientifically trusted drug-development modeling software (GastroPlus, MonolixSuite, ADMET Predictor, DILIsym), but its revenue mix has drifted toward lower-margin services since the 2024 Pro-ficiency acquisition, which pulled FY2025 gross margin to 58% and triggered a $77.2m impairment. On 2026-06-26 the equity trades as a near-cash event security: Altaris' agreed $18.50-per-share takeout caps upside just above the $18.14 close, while a broken deal would reopen real downside. Rating Avoid: a thin-spread cash-deal security whose unresolved software-mix question still sits underneath the transaction.
47/100
Certara Deep Dive: A Biosimulation Software and Services Platform Embedded in Regulatory Workflows
Certara is a biosimulation software and regulatory-science services provider whose software is used by 20 global regulatory agencies and helps drug developers shorten R&D and approval pathways through modeling and simulation. Software revenue grew nearly 18% year over year in 2025, but the larger services business saw revenue fall 4% and bookings decline 14% in Q1 2026, while full-year core growth guidance is only 0%–4%. Research rating Watch: the software moat remains intact, but the services drag and restructuring execution still need quarterly proof.
43/100
Schrödinger (SDGR) Zen Horizon Research Report
Schrödinger is a physics-based computational drug discovery platform built around FEP+, a gold-standard method, with 19 of the world's top 20 pharma companies as software customers and additional upside from internal and partnered pipelines plus repeat equity monetizations. Its current market value is about $1.1 billion, with roughly $300 million of net cash, while the stock is down 86% from its 2021 peak. Research rating Hold: a real platform with a hard moat and cheap parts, but slower software growth and limited near-term catalysts keep the risk-reward balanced.