Schrodinger vs Absci: why the prices moved differently

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

Schrodinger Inc (SDGR)

Q3 202621 Jun – 6 Aug 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 202621 Jun – 6 Aug 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.

Latest21 Jun – 6 Aug 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.

Absci Corp (ABSI)

Q3 202624 Jun – 12 Aug 2026

▲3

Absci's AI-Designed Antibody ABS-201 Shows Promise, Eli Lilly Backs with $40M

Positive Phase 1 Data for ABS-201 Absci reported positive interim Phase 1 data for ABS-201, its AI-designed antibody for hair loss. The drug was well tolerated with no serious side effects and a long half-life, meaning fewer injections. This raises hopes for future success, pushing the stock up.
This is the core clinical catalyst that drove the stock higher and is new this period.
Eli Lilly's $40 Million Investment Eli Lilly invested $40 million in Absci and will support development of ABS-201. This extends Absci's cash runway into 2028 and signals confidence from a major drugmaker, boosting investor sentiment and the stock price.
This is a new capital event that strengthens Absci's financial position and validates its technology.
Completed $100 Million Stock Offering Absci raised $100 million by selling shares to investors including Eli Lilly. This provides funds to advance ABS-201 and reduces worries about running out of cash, supporting the stock price.
This is a new financing event that removes a financial overhang and funds the pipeline.
Valuation and Financial Risks Despite positive news, Absci's net loss widened to $33.2 million in Q2. The stock trades at a high price-to-book ratio of 9.3x, much higher than the industry average. This could make the stock vulnerable to pullbacks if future data disappoints.
This provides a balanced view of the risks that could limit upside or cause volatility.

July 202624 Jun – 12 Aug 2026

▲3

Absci's AI-Designed Antibody ABS-201 Shows Promise, Eli Lilly Backs with $40M

Positive Phase 1 Data for ABS-201 Absci reported positive interim Phase 1 data for ABS-201, its AI-designed antibody for hair loss. The drug was well tolerated with no serious side effects and a long half-life, meaning fewer injections. This raises hopes for future success, pushing the stock up.
This is the core clinical catalyst that drove the stock higher and is new this period.
Eli Lilly's $40 Million Investment Eli Lilly invested $40 million in Absci and will support development of ABS-201. This extends Absci's cash runway into 2028 and signals confidence from a major drugmaker, boosting investor sentiment and the stock price.
This is a new capital event that strengthens Absci's financial position and validates its technology.
Completed $100 Million Stock Offering Absci raised $100 million by selling shares to investors including Eli Lilly. This provides funds to advance ABS-201 and reduces worries about running out of cash, supporting the stock price.
This is a new financing event that removes a financial overhang and funds the pipeline.
Valuation and Financial Risks Despite positive news, Absci's net loss widened to $33.2 million in Q2. The stock trades at a high price-to-book ratio of 9.3x, much higher than the industry average. This could make the stock vulnerable to pullbacks if future data disappoints.
This provides a balanced view of the risks that could limit upside or cause volatility.

Latest24 Jun – 12 Aug 2026

▲3

Absci's AI-Designed Antibody ABS-201 Shows Promise, Eli Lilly Backs with $40M

Positive Phase 1 Data for ABS-201 Absci reported positive interim Phase 1 data for ABS-201, its AI-designed antibody for hair loss. The drug was well tolerated with no serious side effects and a long half-life, meaning fewer injections. This raises hopes for future success, pushing the stock up.
This is the core clinical catalyst that drove the stock higher and is new this period.
Eli Lilly's $40 Million Investment Eli Lilly invested $40 million in Absci and will support development of ABS-201. This extends Absci's cash runway into 2028 and signals confidence from a major drugmaker, boosting investor sentiment and the stock price.
This is a new capital event that strengthens Absci's financial position and validates its technology.
Completed $100 Million Stock Offering Absci raised $100 million by selling shares to investors including Eli Lilly. This provides funds to advance ABS-201 and reduces worries about running out of cash, supporting the stock price.
This is a new financing event that removes a financial overhang and funds the pipeline.
Valuation and Financial Risks Despite positive news, Absci's net loss widened to $33.2 million in Q2. The stock trades at a high price-to-book ratio of 9.3x, much higher than the industry average. This could make the stock vulnerable to pullbacks if future data disappoints.
This provides a balanced view of the risks that could limit upside or cause volatility.