Asset Manager

Updated:

Schrödinger

Ramy Farid leads Schrödinger, a physics-based molecular simulation firm that licenses its platform to biopharma and runs an internal drug pipeline.

Schrödinger

Schrödinger operates at the intersection of computational chemistry and drug development, leveraging a physics-based software platform to simulate molecular behavior. Founded by Richard A. Friesner and William A. Goddard III, the company has commercialized decades of academic research into a toolset used across pharmaceutical, biotechnology, and materials science. The firm licenses this platform to enterprise customers and also applies it internally through a therapeutics division co-headed by Karen Akinsanya. The company’s strategy spans software-as-a-service, collaborative drug discovery partnerships, and a proprietary pipeline of wholly owned therapeutic programs. The software business serves major biopharma players globally, while the therapeutics arm advances programs in oncology and immunology, targeting high-value biological mechanisms validated by human genetics. Schrödinger’s commercial reach extends across North America, Europe, and Asia, with additional offices in Cambridge, Indianapolis, and Wayne supplementing its New York headquarters. Schrödinger invests a significant portion of revenue back into R&D — $130.1 million in 2022 — driving continuous improvement of its physics-based engine and expanding its drug pipeline. In June 2026, the firm will host a live webinar demonstrating Generative Glide, an AI-driven ultra-large virtual screening workflow for real-world drug discovery, underscoring its ongoing integration of machine learning alongside first-principles physics. The company has secured multiple collaborative agreements with large-cap pharmaceutical companies, providing an alternative capital source and validation of its platform. The structural differentiator lies in Schrödinger’s hybrid identity as both a technology vendor and an operating biotech. This arms-dealer-to-the-industry model generates recurring software revenue from competitors while simultaneously competing against them in drug development — a rare architecture that aligns platform improvement with pipeline advancement.

General information

Firm type

Asset Manager

Year founded

AUM

Undisclosed

Location

Region

North America

Country

United States

City

New York

Corporate office

New York, NY, United States

Additional offices

Cambridge, MA · Indianapolis, IN · Wayne, PA

Principals

Ramy Farid

President and CEO, Board Member

Karen Akinsanya

President, Head of Therapeutics R&D and Chief Strategy Officer, Partnerships

Geoffrey Craig

Chief Financial Officer

Richard A. Friesner

Co-founder, Board Member, and Scientific Advisory Chairman

William A. Goddard III

Co-founder, Board Member, and Scientific Advisory Chairman

Sector focus

Healthcare ServicesEnterprise SoftwareAI/MLIndustrial Tech

Frequently asked questions

Who runs investment decisions at Schrödinger?

As a publicly traded company, Schrödinger is not an asset allocator; capital allocation decisions are made by its executive leadership and board of directors. President and CEO Ramy Farid oversees corporate strategy, while CFO Geoffrey Craig manages financial operations. The board includes co-founders Richard A. Friesner and William A. Goddard III, who provide scientific and strategic guidance.

How does Schrödinger source proprietary deal flow?

Schrödinger sources drug discovery programs by selecting high-value biological targets with established human genetics or clinical validation. Its computational platform identifies and optimizes molecules internally, forming a pipeline of proprietary and collaborative therapeutic programs. The firm's partnership strategy, led by Karen Akinsanya, generates additional opportunities through co-development agreements with large pharmaceutical companies.

Is Schrödinger structured as a family office or does it operate more like a venture firm?

Schrödinger is neither a family office nor a venture firm. It is a publicly listed computational chemistry company that generates revenue from software licensing and collaborative drug discovery. Its internal therapeutics group operates like a biotech subsidiary, advancing assets toward clinical development within the parent company rather than through fund structures.

What investment stages does Schrödinger typically target?

Schrödinger does not invest in external companies. Its internal drug programs span early discovery through preclinical development, with a focus on target validation and lead optimization. The company partners with larger pharmaceutical firms to advance programs into clinical trials, sharing costs and potential commercial returns.

Which sectors does Schrödinger explicitly avoid?

Schrödinger focuses exclusively on therapeutics and materials science; it does not operate in consumer health, medical devices, or diagnostics. Within therapeutics, it selects targets only where its physics-based platform provides a meaningful design advantage and where human genetics or clinical validation support the biological hypothesis.

What is Schrödinger's known posture on co-investments alongside external GPs?

Schrödinger does not participate in co-investment funds or allocate capital to external managers. Its collaboration model resembles a joint venture structure where partners provide clinical development funding while Schrödinger contributes platform expertise and molecular assets. These partnerships are handled through the therapeutics division rather than a separate investment vehicle.

How does Schrödinger's software revenue interact with its drug development arm?

Software licensing fees from biopharmaceutical customers provide a revenue stream that partially funds the internal drug pipeline. This dual revenue model reduces the need for dilutive equity financing typical of standalone biotechs. Platform usage by customers also generates computational feedback that improves simulation accuracy, benefiting internal programs.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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