Question · Q4 2025
Taltz asked about the assumptions regarding a biotech rebound baked into Schrödinger's 2028 adjusted EBITDA break-even goal. He also inquired about the company's capital allocation strategy, specifically if buybacks are being considered.
Answer
Richie Jain, CFO, stated that while the stock price does not reflect intrinsic value, the company prefers to invest cash in growth rather than buybacks, given the long growth pathway ahead. He confirmed that the three-year outlook assumes a recovery in the biotech sector to normalized levels and growth within that segment.
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