The World In A Grain of Sand by KdT Ventures

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Podcast: Schrödinger

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Podcast: Schrödinger

A deep dive into the science and business of the OG AI-driven drug discovery company

Patrick Malone
and
Mack
Sep 6, 2023
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Podcast: Schrödinger

kdtvc.substack.com
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KdT Ventures presents The World in a Grain of Sand, where we break down an S1 from a recent biotech IPO and share insights on the science, business models, and financials. In this episode, Patrick Malone and Mack Healy discuss the biopharma R&D software juggernaut, Schrödinger. We dive into:

  • Schrödinger's biophysics-based drug discovery platform, and the distinction from machine learning approaches

  • A dissection of Schrödinger's software business, as well as co-development partnerships and internal therapeutic programs

  • The story of Schrödinger collaboration with Nimbus on a TYK2 program, resulting in a $4B+ acquisition by Takeda

  • and more

Links to the full episode and highlights from the discussion:

Apple Podcast

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If you enjoyed this episode, check out past episodes on Royalty Pharma, Recursion, Editas, AbCellera, and more.

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Podcast: Schrödinger

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