The World in a Grain of Sand: Schrödinger

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 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

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Show Notes:

• Takeda Acquires Nimbus’ Tyk2 Autoimmune Program
• Discovering Nimbus
• Selective TYK2 Inhibition: A Story of Vision and Perseverance