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    Schrodinger Inc (SDGR)

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    Schrödinger, Inc. is a company that focuses on transforming the discovery of therapeutics and materials through its proprietary computational platform. The company develops and licenses a physics-based computational platform that accelerates the discovery of high-quality, novel molecules for drug development and materials applications. Schrödinger sells software solutions for molecular discovery and design, and engages in drug discovery collaborations and proprietary drug discovery programs.

    1. Software Products and Services - Provides on-premise and hosted software, software maintenance, and professional services for molecular discovery and design, marketed to biopharmaceutical and industrial companies, academic institutions, and government laboratories globally.

    2. Drug Discovery - Engages in collaborations with leading biopharmaceutical companies to advance drug discovery programs, generating revenue through milestone payments, option fees, and potential future royalties. The company also develops a pipeline of proprietary drug discovery programs, including its lead program SGR-1505, a MALT1 inhibitor for treating relapsed or refractory B-cell lymphomas.

    1. "Given the significant decrease in drug discovery revenue this quarter compared to the same period last year , can you provide more clarity on the specific factors contributing to this decline and how you plan to address them going forward?"
    2. "With the lower gross margin in the software segment this quarter, partly due to the initial revenue recognized in the Gates predictive tox collaboration , how do you anticipate gross margins evolving in the coming quarters, especially considering the shift towards hosted contracts?"
    3. "Can you elaborate on the potential risks associated with the timing of the milestones that led to the reduction in drug discovery revenue guidance for the year , and how confident are you that these milestones will be achieved in the next fiscal year?"
    4. "Operating expenses have increased compared to last year, primarily due to higher R&D expenses , how do you plan to manage operating costs moving forward to achieve operating leverage, especially in light of the ongoing investments in your proprietary programs?"
    5. "As the proportion of hosted contracts continues to grow in your software business , how are you addressing potential customer concerns about data security and integration, and what impact might this shift have on your renewal rates and average contract values?"