← Schrodinger overview

Schrodinger vs Abcellera Biologics: why the prices moved differently

Weekly · monthly · quarterly news summaries, side by side in time

Schrodinger Inc (SDGR)

Q3 2026
▲4

Schrödinger's AI co-scientist Bunsen drives record ACV growth and BMS deal

  • Bunsen AI co-scientist launch Schrödinger launched Bunsen, an AI co-scientist that combines physics-based simulation with AI to speed up molecular discovery. This new product opens a fresh revenue stream and makes its platform stickier, pushing the stock up as investors bet on future sales.

    Bunsen is the core new product driving both the BMS deal and the Q2 ACV surge.

  • Bristol Myers Squibb adopts Bunsen at scale Bristol Myers Squibb signed a strategic deal to deploy Bunsen across its research teams. A major pharma customer expanding use validates the technology and adds recurring software revenue, lifting the stock as it shows real commercial traction.

    The BMS deal is a concrete new customer win that directly boosts revenue potential.

  • Q2 ACV jumps 27%, guidance raised Schrödinger reported 27% year-over-year growth in annual contract value to $29.6 million, turned a net profit, and raised drug discovery revenue guidance. Strong demand and better profitability signal the business is accelerating, pushing the stock higher.

    Q2 results show the strongest growth yet and a swing to profit, key for investor confidence.

  • AI drug discovery investment boom Industry reports show AI drug discovery investment topped $2 billion and cuts timelines by 70%. Schrödinger is named a key player, so rising sector interest draws more attention and potential customers to its platform, supporting the stock price.

    The sector tailwind amplifies Schrödinger's growth story and attracts investor interest.

July 2026
▲4

Schrödinger's AI co-scientist Bunsen drives record ACV growth and BMS deal

  • Bunsen AI co-scientist launch Schrödinger launched Bunsen, an AI co-scientist that combines physics-based simulation with AI to speed up molecular discovery. This new product opens a fresh revenue stream and makes its platform stickier, pushing the stock up as investors bet on future sales.

    Bunsen is the core new product driving both the BMS deal and the Q2 ACV surge.

  • Bristol Myers Squibb adopts Bunsen at scale Bristol Myers Squibb signed a strategic deal to deploy Bunsen across its research teams. A major pharma customer expanding use validates the technology and adds recurring software revenue, lifting the stock as it shows real commercial traction.

    The BMS deal is a concrete new customer win that directly boosts revenue potential.

  • Q2 ACV jumps 27%, guidance raised Schrödinger reported 27% year-over-year growth in annual contract value to $29.6 million, turned a net profit, and raised drug discovery revenue guidance. Strong demand and better profitability signal the business is accelerating, pushing the stock higher.

    Q2 results show the strongest growth yet and a swing to profit, key for investor confidence.

  • AI drug discovery investment boom Industry reports show AI drug discovery investment topped $2 billion and cuts timelines by 70%. Schrödinger is named a key player, so rising sector interest draws more attention and potential customers to its platform, supporting the stock price.

    The sector tailwind amplifies Schrödinger's growth story and attracts investor interest.

Latest
▲4

Schrödinger's AI co-scientist Bunsen drives record ACV growth and BMS deal

  • Bunsen AI co-scientist launch Schrödinger launched Bunsen, an AI co-scientist that combines physics-based simulation with AI to speed up molecular discovery. This new product opens a fresh revenue stream and makes its platform stickier, pushing the stock up as investors bet on future sales.

    Bunsen is the core new product driving both the BMS deal and the Q2 ACV surge.

  • Bristol Myers Squibb adopts Bunsen at scale Bristol Myers Squibb signed a strategic deal to deploy Bunsen across its research teams. A major pharma customer expanding use validates the technology and adds recurring software revenue, lifting the stock as it shows real commercial traction.

    The BMS deal is a concrete new customer win that directly boosts revenue potential.

  • Q2 ACV jumps 27%, guidance raised Schrödinger reported 27% year-over-year growth in annual contract value to $29.6 million, turned a net profit, and raised drug discovery revenue guidance. Strong demand and better profitability signal the business is accelerating, pushing the stock higher.

    Q2 results show the strongest growth yet and a swing to profit, key for investor confidence.

  • AI drug discovery investment boom Industry reports show AI drug discovery investment topped $2 billion and cuts timelines by 70%. Schrödinger is named a key player, so rising sector interest draws more attention and potential customers to its platform, supporting the stock price.

    The sector tailwind amplifies Schrödinger's growth story and attracts investor interest.

Abcellera Biologics Inc (ABCL)

Q3 2026
▲2▼1

AbCellera's hot-flash drug success and Jazz deal offset weak Q2

  • Jazz partnership brings $56M upfront and up to $792M per program AbCellera signed a deal with Jazz Pharmaceuticals for two antibody programs for solid tumors, receiving $56 million upfront and potentially $792 million per program in milestones plus royalties. This validates its technology and adds non-dilutive cash, supporting the stock.

    This is a new partnership that directly boosts AbCellera's cash and validates its platform, driving positive sentiment.

  • Q2 loss widens to $55M as revenue falls to $4M AbCellera reported a wider net loss of $55 million and revenue dropped to $4 million from $17 million a year ago. The company also missed its internal goal of moving another program into IND-enabling activities, raising concerns about execution.

    This is a new financial report showing deteriorating results, which weighs on the stock price.

  • ABCL635 Phase 2 success sends stock up over 30% AbCellera's hot-flash drug ABCL635 met primary endpoints in a Phase 2 trial, reducing symptoms by 83% versus 33% for placebo with no serious side effects. The stock surged over 30%, as the drug could be a non-hormonal blockbuster.

    This is a major clinical win that directly caused a large stock jump and improves the company's pipeline prospects.

July 2026
▲2▼1

AbCellera's hot-flash drug success and Jazz deal offset weak Q2

  • Jazz partnership brings $56M upfront and up to $792M per program AbCellera signed a deal with Jazz Pharmaceuticals for two antibody programs for solid tumors, receiving $56 million upfront and potentially $792 million per program in milestones plus royalties. This validates its technology and adds non-dilutive cash, supporting the stock.

    This is a new partnership that directly boosts AbCellera's cash and validates its platform, driving positive sentiment.

  • Q2 loss widens to $55M as revenue falls to $4M AbCellera reported a wider net loss of $55 million and revenue dropped to $4 million from $17 million a year ago. The company also missed its internal goal of moving another program into IND-enabling activities, raising concerns about execution.

    This is a new financial report showing deteriorating results, which weighs on the stock price.

  • ABCL635 Phase 2 success sends stock up over 30% AbCellera's hot-flash drug ABCL635 met primary endpoints in a Phase 2 trial, reducing symptoms by 83% versus 33% for placebo with no serious side effects. The stock surged over 30%, as the drug could be a non-hormonal blockbuster.

    This is a major clinical win that directly caused a large stock jump and improves the company's pipeline prospects.

Latest
▲2▼1

AbCellera's hot-flash drug success and Jazz deal offset weak Q2

  • Jazz partnership brings $56M upfront and up to $792M per program AbCellera signed a deal with Jazz Pharmaceuticals for two antibody programs for solid tumors, receiving $56 million upfront and potentially $792 million per program in milestones plus royalties. This validates its technology and adds non-dilutive cash, supporting the stock.

    This is a new partnership that directly boosts AbCellera's cash and validates its platform, driving positive sentiment.

  • Q2 loss widens to $55M as revenue falls to $4M AbCellera reported a wider net loss of $55 million and revenue dropped to $4 million from $17 million a year ago. The company also missed its internal goal of moving another program into IND-enabling activities, raising concerns about execution.

    This is a new financial report showing deteriorating results, which weighs on the stock price.

  • ABCL635 Phase 2 success sends stock up over 30% AbCellera's hot-flash drug ABCL635 met primary endpoints in a Phase 2 trial, reducing symptoms by 83% versus 33% for placebo with no serious side effects. The stock surged over 30%, as the drug could be a non-hormonal blockbuster.

    This is a major clinical win that directly caused a large stock jump and improves the company's pipeline prospects.

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