The platform is designed to accelerate R&D by predicting molecular properties, reducing the time and cost required to bring new products to market. Once integrated into large pharma's R&D workflow, the platform becomes a mission-critical tool with high switching costs.
Cyborg Score Rationale
2025 total revenue reached $255.9M (up 23.3%) with software revenue of $199.5M and software ACV of $198.5M. Strong growth trajectory and high-margin software business offset profitability challenges, with management targeting positive adjusted EBITDA by 2028.
Top Insights
Key 2025 milestones include strategic agreements with Lilly and Manas AI, a beta Predictive Toxicology solution, 20 peer-reviewed publications, and initial Phase 1 clinical data for SGR-1505.
Company is accelerating transition to licensing model with full-year 2025 revenue up 23.3% to $255.9M, driven by 10.6% software revenue increase; drug discovery revenue more than doubled to $56.4M.
2026 guidance projects software revenue $218-228M (10-15% growth) and drug discovery revenue $55-65M.
Company combines physics-based simulations with AI and machine learning to address data scarcity challenges in drug discovery.
Named Competitors
Certara — Computational pharmacology and drug development software platform
Veeva Systems — Cloud software for life sciences R&D and commercial operations
Tempus AI — AI platform for oncology and precision medicine research
Recent Developments
(Feb 2026) Company granted inducement equity awards to newly hired employees including 9,600 stock options and 18,250 RSUs.
(Feb 2026) Reported 2025 progress including strategic agreements with Lilly and Manas AI plus Phase 1 clinical data for SGR-1505.
(Feb 2026) Delivered Q4 2025 results with robust revenue growth and announced acceleration of transition to licensing model for more predictable revenue.
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