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 For updates from KdT, please subscribe to our Substack. Show Notes: Takeda Acquires Nimbus’ Tyk2 Autoimmune Program Discovering Nimbus Selective TYK2 Inhibition: A Story of Vision and Perseverance