{"schema_version":"secwatch.filing_event.v1","accession":"0001490978-23-000047","form_type":"8-K","ticker":"SDGR","cik":"0001490978","company_name":"Schrodinger, Inc.","filed_at":"2023-05-04T23:59:59+00:00","discovered_at":"2026-05-14T18:03:39.026983+00:00","generated_at":"2026-06-15T21:39:18.615266+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"confidence":"high","headline":"Schrödinger Q1 revenue $64.8M (+33%), net income $129.1M on $147M Nimbus gain","bullets":["Drug discovery revenue $32.6M (up 109% YoY) includes $25M BMS milestone for SOS1/KRAS program.","Software revenue $32.2M (down 3% YoY); gross margin 78%.","Cash from Nimbus TYK2 sale $147.3M; total cash and securities $532M at quarter-end.","Phase 1 dosing ongoing for SGR-1505 (MALT1) in B-cell malignancies and healthy volunteers.","Guidance reaffirmed: software revenue growth 13-17%, drug discovery $70-90M; operating expense growth to moderate."],"urls":{"canonical":"https://secwatch.observer/filing/0001490978-23-000047","json":"https://secwatch.observer/filing/0001490978-23-000047.json","markdown":"https://secwatch.observer/filing/0001490978-23-000047.md","text":"https://secwatch.observer/filing/0001490978-23-000047.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1490978/000149097823000047/0001490978-23-000047-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1490978/000149097823000047/sdgr-20230504.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-15T21:39:18.615266+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"958617099e40d83cd25df9fd1868522b89928e0c","claim":"Schrodinger, Inc. reported first quarter 2023 results: revenue $64.8 million, net income $129.1 million. Guidance reaffirmed.","evidence_excerpt":"by specific reference in such filing. --- EX-99.1 (EX-99.1) --- Schrödinger Reports Strong First Quarter 2023 Financial Results Delivered First Quarter Total Revenue of $64.8 Million, Driven by Strong Drug Discovery Revenue of $32.6 Million Reports First Subjects Enrolled in Both Ongoing Phase 1 Study of MALT1 Inhibitor SGR-1505 and Newly Initiated Phase 1","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1490978/000149097823000047/0001490978-23-000047-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"first quarter 2023"},{"label":"Revenue","value":"$64.8 million"},{"label":"Net income","value":"$129.1 million"},{"label":"Guidance","value":"reaffirmed"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}