Discover more from The World In A Grain of Sand by KdT Ventures

KdT is the standard in early-stage science-driven venture capital. We help founders and their companies re-architect the world at a molecular level.

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

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

Loading video

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