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Alexa

Vice President and Equity Research Analyst at Bank of America

Alexa is a Vice President and Equity Research Analyst at Bank of America, specializing in the consumer retail sector with a focus on apparel, footwear, and luxury goods companies. She covers specific firms including Nike, Lululemon, VF Corporation, Tapestry, and PVH Corp, boasting a strong performance track record with a 62% success rate on TipRanks, an average return of 14.2%, and ranking in the top 10% of retail analysts. Alexa joined Bank of America in 2020 after previous roles at Barclays as an Associate Analyst from 2017 to 2020 and at Goldman Sachs as a research associate from 2014 to 2017, following her start in equity research post-MBA. She holds Series 7, 63, and 86/87 FINRA licenses, along with an MBA in Finance from NYU Stern School of Business.

Alexa's questions to Schrodinger (SDGR) leadership

Question · Q4 2025

Alexa asked about the increasing role of AI in R&D processes, specifically if Schrödinger has observed changes in conversations with pharma customers and if they are leveraging Schrödinger's solutions. She questioned if Schrödinger is an AI winner or if pharma is shifting focus to new solutions from companies like Anthropic or OpenAI. She also inquired about the impact of two largest customers being acquired, asking if usage would disappear or if it could lead to broader adoption within major pharma acquirers.

Answer

Ramy Farid, CEO, views agentic AI as a tailwind, increasing demand for Schrödinger's software due to its throughput-based licensing model and ability to address the know-how barrier for platform adoption. He mentioned working with Anthropic to integrate agentic AI. Richie Jain, CFO, considered the customer acquisitions a positive development, reflecting the impact of Schrödinger's predict-first approach, noting that throughput and relationships were largely retained with the acquiring companies.

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