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Agentic 10-K

Schrodinger, Inc.SDGR

AI agent disclosures in SEC filings, deployment confirmed

As of 2026-08-05, Schrodinger, Inc. (SDGR) disclosed AI-agent language in 3 SEC filings since 2026-05-05, including 8 excerpts describing its own deployment of AI agents (source: Agentic 10-K, from SEC EDGAR).

Stage
Scaling
Market cap
$1.7BYahoo Finance, 2026-10-21
First seen
2026-05-05
Latest filing
2026-08-05

Matching filings by quarter

012Q1 '25Q2Q3Q4Q1 '261Q22Q3Q4*
Filings* Quarter in progress

What the filings cover

Functions named

Finance & accounting, Healthcare & clinical, IT & security ops, Legal & compliance, Operations & supply chain

Vendors and products named

Google Cloud, NVIDIA

Source

3 filings since 2025-01-01. All EDGAR filings (opens in a new tab)

Stage and function are keyword-rule labels, not the company’s words.

In its own words

Sentences copied from the filings, whitespace normalised.

“• Schrödinger launched the early access version of Bunsen, its new agentic AI co-scientist.”

8-KFiled 2026-08-05Confirmed deploymentSource on sec.gov (opens in a new tab)Filing index (opens in a new tab)

“In July 2026, we announced the launch of the early access version of Bunsen, our new agentic artificial intelligence, or AI, co-scientist that helps researchers understand scientific objectives, develop computational strategies, execute sophisticated molecular discovery workflows and interpret results.”

10-QFiled 2026-08-05Confirmed deploymentSource on sec.gov (opens in a new tab)Filing index (opens in a new tab)

“• Today Schrödinger announced plans for release of an early-access version of Bunsen, its new agentic AI co-scientist, this summer.”

8-KFiled 2026-05-05Confirmed deploymentSource on sec.gov (opens in a new tab)Filing index (opens in a new tab)

All matching filings

8-K filed 2026-08-05 Filing index (opens in a new tab)

8-K, EX-99.1Filed 2026-08-05

Schrodinger launched early access version of Bunsen, its agentic AI co-scientist for molecular discovery.

“Launched Early Access Version of Bunsen, A New Agentic AI Co-Scientist for Molecular Discovery”

8-K, EX-99.1Filed 2026-08-05

Schrodinger launched its agentic AI co-scientist Bunsen to integrate with physics-based simulations for drug discovery.

““We are very pleased with our second quarter results, delivering ACV of $29.6 million, which represents 27% growth. Our results reflect growing industry adoption of a predict-first approach to molecular discovery,” said Ramy Farid, Ph.D., chief executive officer of Schrödinger. “As biopharma navigates a rapidly evolving AI landscape and mounting pressure to optimize and accelerate the discovery of new medicines, the need to generate ground-truth data has never been greater. By integrating our highly accurate, physics-based simulations with AI, and launching our agentic co-scientist Bunsen, we are enabling teams to execute complex workflows on a large scale and building the definitive computational infrastructure for the future of drug discovery.””

8-K, EX-99.1Filed 2026-08-05

Schrodinger launched early access of Bunsen agentic AI co-scientist, with NVIDIA and Google Cloud providing infrastructure.

“• Schrödinger launched the early access version of Bunsen, its new agentic AI co-scientist. Unlike general-purpose agents, Bunsen is optimized to execute Schrödinger's validated, physics-based computational platform to plan and execute complex molecular discovery workflows and interpret results. Bunsen helps computational chemists run concurrent research sessions and accomplish more across multiple programs. Bunsen also makes advanced computational methods accessible to drug hunters who are not experienced computational chemists, further expanding the user base for the company’s computational platform. To accommodate the expected increase in throughput enabled by Bunsen and support early adoption, long-time collaborators NVIDIA and Google Cloud will provide a full stack AI platform, infrastructure, and access to the NVIDIA BioNeMo Agent Toolkit for early customers.”

8-K, EX-99.1Filed 2026-08-05

Schrodinger lists forward-looking statements on expectations for its agentic AI co-scientist Bunsen.

“This press release contains forward-looking statements within the meaning of The Private Securities Litigation Reform Act of 1995 including, but not limited to those statements regarding Schrödinger’s expectations about the speed and capacity of its computational platform, its financial outlook for the fiscal year ending December 31, 2026, and third quarter ending September 30, 2026, its plans to continue to invest in research and its strategic plans to accelerate the growth of its software licensing business and advance its collaborative and proprietary drug discovery programs, the long-term potential of its business, its ability to improve and advance the science underlying its platform, the initiation, timing, progress, and results of the drug discovery programs and product candidates of its collaborators, the clinical potential and favorable properties of its collaborators’ product candidates, expectations relating to the potential of, and the use of, Bunsen, its agentic AI co-scientist, including researchers’ ability to utilize a full stack AI platform provided by NVIDIA and Google Cloud with Bunsen to scale their use of the platform and the successful deployment of Bunsen within BMS’s research organization, the ability for the company to realize potential benefits from its collaborations, including the amount and timing of additional milestones, if any, as well as expectations related to the use of its cash, cash equivalents and marketable securities. Statements includi”

10-Q filed 2026-08-05 Filing index (opens in a new tab)

10-QFiled 2026-08-05

Schrodinger launched early access version of its agentic AI co-scientist Bunsen in July 2026.

“In July 2026, we announced the launch of the early access version of Bunsen, our new agentic artificial intelligence, or AI, co-scientist that helps researchers understand scientific objectives, develop computational strategies, execute sophisticated molecular discovery workflows and interpret results. By combining AI with physics-based simulation, we believe Bunsen allows researchers to apply their expertise at greater scale, enabling them to explore more scientific possibilities, prioritize the most promising opportunities with greater confidence and accelerate discovery decisions. We expect to release the full commercial version of Bunsen by the end of 2026.”

10-QFiled 2026-08-05

Schrodinger describes risks from developing and using its agentic AI co-scientist Bunsen.

“We incorporate artificial intelligence, or AI, and machine learning technologies into our platform and other business operations. The development and use of AI present risks and challenges that could adversely affect our business. The procurement of third-party AI tools and the development of our own, including Bunsen, our agentic AI co-scientist, have required and are expected to continue requiring significant investment, and if, for the reasons described below and other reasons, we are unable to realize the benefits of this investment, our business, financial condition, and results of operations could be adversely affected. Our competitors or other third parties may incorporate AI into their products more quickly or more successfully than us, or otherwise leverage AI in a manner that adversely impacts our business, which could impair our ability to compete effectively and adversely affect our results of operations. Additionally, if the content, analyses, or recommendations that AI applications assist in producing are or are alleged to be deficient, inaccurate, inappropriate, or biased, or if the use of AI results in, or is alleged to have resulted in, the infringement of the intellectual property of third parties or violations of other rights of third parties, we may be subject to legal claims or liability and our business, financial condition, and results of operations may be adversely affected. The use of AI applications may result in data leakage or unauthorized exposure”

8-K filed 2026-05-05 Filing index (opens in a new tab)

8-K, EX-99.1Filed 2026-05-05

Schrodinger is releasing Bunsen, an agentic AI co-scientist, this summer to expand utilization.

““Our first quarter results show strong growth in both ACV and drug discovery revenue. ACV growth of 12 percent was driven by usage scale-ups and new deployments; we are also pleased with our progress transitioning customers to hosted licensing. The biopharmaceutical funding environment is improving, and the depth of customer engagement reflects the critical importance of our computational platform that integrates ground truth simulation with leading edge AI. We have a strong commitment to technology leadership and are excited about the release this summer of Bunsen, an agentic AI co-scientist designed to autonomously execute complex molecular discovery workflows and expand utilization to a broader user base ,” said Ramy Farid, Ph.D., chief executive officer of Schrödinger. “We also continue to see the impact of our platform through the success of our co-founded companies. Lilly’s announced acquisition of Ajax Therapeutics, in which we have an approximately six percent equity stake, marks another multi-billion dollar acquisition of a Schrödinger co-discovered molecule. This milestone reinforces the strength of our platform, team and integrated business model.””

8-K, EX-99.1Filed 2026-05-05

Schrodinger plans early-access release of Bunsen agentic AI co-scientist this summer and uses it internally.

“• Today Schrödinger announced plans for release of an early-access version of Bunsen, its new agentic AI co-scientist, this summer. Bunsen autonomously executes complex molecular discovery workflows, expanding the user base and enhancing productivity across Schrödinger’s industry-leading computational platform. Bunsen allows for greater throughput and utilization of Schrödinger’s predict-first approaches, accelerating discovery timelines and improving project outcomes. Schrödinger’s materials science and therapeutics teams have been using Bunsen internally to enhance productivity across research projects.”

8-K, EX-99.1Filed 2026-05-05

Schrodinger expects release of Bunsen, its agentic AI co-scientist.

“This press release contains forward-looking statements within the meaning of The Private Securities Litigation Reform Act of 1995 including, but not limited to those statements regarding Schrödinger’s expectations about the speed and capacity of its computational platform, its financial outlook for the fiscal year ending December 31, 2026, and second quarter ending June 30, 2026, its plans to continue to invest in research and its strategic plans to accelerate the growth of its software licensing business and advance its collaborative and proprietary drug discovery programs, the long-term potential of its business, its ability to improve and advance the science underlying its platform, the initiation, timing, progress, and results of its proprietary drug discovery programs and product candidates and the drug discovery programs and product candidates of its collaborators, the clinical potential and favorable properties of SGR-1505 and SGR-3515, its MALT1 and Wee1/Myt1 inhibitors, its plans to explore strategic opportunities for the continued clinical development of SGR-1505 and SGR-3515, potential partnering and other business development activities for its programs, the clinical potential and favorable properties of its collaborators’ product candidates, expectations relating to the potential of, and the timing of release of, Bunsen, its agentic AI co-scientist, the ability for the company to realize potential benefits from its collaborative programs, including the amount and”