Discover more from Hourglass Investing

An investment series deep diving into company-specific investment opportunities, from small-cap growth companies to boring compounders. Bi-weekly company research & weekly podcast episodes and newsletters.

Schrödinger - Big Pharma's Little Buddy

Episode XIII

Hourglass Network

Oct 18, 2023

Everyone needs a friend. And pharma companies love friends like Schrödinger - a software platform that delivers optimal drug candidates in half the time compared to traditional drug discovery processes.

Adding value to an integral part of the business for 20 of the largest pharmaceutical companies in the world, it may be surprising that Schrödinger taken a more than 55% hit since its July highs. What’s the reason behind this?

Listen in on the episode to find out more about Schrödinger’s business model, why some investors may find this stock too risky, and how a 2018 decision to segment and diversify the business could result in immense success - or complete failure.

Find the Schrödinger deep dive article here.