SDGR
Market read
No new filing conclusion is available. 0 of 39 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 13 directly disclosed connections are confirming.
Invalidation: The isolated read changes if SDGR's group or a disclosed connection begins moving with it.
Research brief
No new filing conclusion is available. 0 of 39 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 13 directly disclosed connections are confirming.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“Other Income Three Months Ended March 31, 2026 2025 Change (in thousands) Other income $ 2,663 $ 4,204 $ (1,541) The decrease in other income during the three months ended March 31, 2026 compared to the three months ended March 31, 2025 was attributable to un…”10-Q · May 5, 2026 ↗
“We expect to continue to incur additional expenses as a result of operating as a public company, including costs to comply with the rules and regulations applicable to companies listed on a U.S.”10-Q · May 5, 2026 ↗
“Trade tensions and conflicts between the United States and China have been escalated in recent years and, as such, we are exposed to the possibility of product supply disruption and increased costs and expenses in the event of changes to the laws, rules, regu…”10-K · Feb 25, 2026 ↗
“The increase in all other research and development expense of $1.1 million during the three months ended March 31, 2026 as compared to the three months ended March 31, 2025 was attributable to increases of approximately $1.0 million in personnel-related expen…”10-Q · May 5, 2026 ↗
Valuation discipline
Price/sales 5.4× · EV/sales 4.5×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:05 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for SDGR. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
Jodie has not yet found a suitable current-versus-prior filing comparison for SDGR. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
“The Company assessed the research collaboration and license agreement in accordance with Topic 606 and concluded that Novartis is a customer based on the agreement structure.”
“In November 2024, we entered into a research collaboration and license agreement with Novartis Pharma AG, or Novartis, pursuant to which we and Novartis agreed to collaborate on the discovery, research and preclinical development of small molecule compounds f…”
Depended on by
“AI-enabled small molecule design) that may seek to develop antibody design capabilities, such as Recursion Pharmaceuticals, Inc., Relay Therapeutics, Inc., Isomorphic Labs Limited, and Schrodinger, Inc., among others; and; • we may face competition from acade…”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 14 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
SDGR is currently a Follower in the organic co-movement group Cloud and AI Solutions. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for SDGR; it is not active in the latest market snapshot.
Context history
No durable theme membership has been observed for this name yet.