Schrodinger Inc.

SDGR

Held by 2 specialist biotech funds

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Fund Holdings

Perceptive Advisors Deerfield Management

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Catalysts

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Position Details

Perceptive AdvisorsNEWFeb 17, 2026

Shares: 202,400Value: $3.6M

# SIGNAL NOTE: Perceptive Advisors initiates SDGR Renowned clinical-stage investor Joseph Edelman's entry into Schrodinger signals confidence in the computational drug discovery platform's pipeline advancement. Schrodinger's lead program (selatogene vosacostat, an ADAR inhibitor for autosomal dominant polycystic kidney disease) is progressing toward clinical readouts; the company also has multiple oncology programs in preclinical/IND-enabling stages that could de-risk the platform thesis.

Deerfield ManagementNEWFeb 17, 2026

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Insider Signals

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Also Held by These Funds

DXCM2 funds BCRX2 funds NBIX2 funds XENE2 funds ISRG2 funds KYMR2 funds BLTE2 funds BBNX

Research Links

Yahoo Finance →SEC EDGAR →ClinicalTrials.gov →

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# Signal Note: Deerfield Initiates SDGR Position Deerfield's new $608K stake in Schrodinger signals confidence in the computational drug discovery platform as it scales beyond early-stage partnerships. SDGR's lead programs include a Phase 1 oncology asset and multiple programs in earlier stages across oncology and other indications; the position likely reflects conviction in platform validation economics rather than near-term clinical catalysts. Deerfield's healthcare multi-strategy approach typically targets companies with differentiated IP or commercial inflection points, suggesting they see near-term inflection potential in SDGR's pipeline advancement or partnership monetization.