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Schrödinger raises 2026 guidance as Q3 revenue climbs 19% to $64.5m

🇺🇸 Schrodinger, Inc. (SDGR) · Wed 04 Nov 2026

The computational drug discovery company reported a $37.7m quarterly net loss and noted FDA Priority Review for Takeda's zasocitinib NDA in plaque psoriasis.

Schrödinger, Inc. reported results for the quarter ended 30 September 2026 on 4 November, with total revenue of $64.5m. The company's headline said this was a 19% rise, and it linked the quarter's revenue in part to a milestone from Structure Therapeutics.

The net loss for the period was $37.7m. The summary available does not include a prior-year comparison for the loss, nor a breakdown of revenue between software and drug discovery.

Schrödinger also raised its full-year 2026 guidance for annual contract value (ACV) and for drug discovery revenue. The updated ranges were not available in the material reviewed, so they are not reported here.

Separately, the company noted that the US Food and Drug Administration has accepted Takeda's new drug application (NDA) for zasocitinib in plaque psoriasis under Priority Review. Priority Review is an FDA designation that aims for a shorter review timeline than standard review, typically six months from filing acceptance rather than ten. The source summary gives no action date for the application.

What it means for your team

  • Regulatory teams tracking plaque psoriasis can note that Takeda's zasocitinib NDA has been accepted by the FDA with Priority Review; no decision date was given in the material reviewed.
  • Market-access teams should treat the filing acceptance as a milestone, not an approval, and await the FDA's action before planning on launch timing.
  • Partnering and milestone-driven revenue, such as the Structure Therapeutics payment, can make quarterly results for discovery-focused companies uneven.

Company's press release (SEC filing): Schrodinger, Inc. ↗

Article written by VigiEye from the official source (Schrodinger, Inc.). Claims are the company's own. AI-assisted; check the source before acting.

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