What is Roundtable 100?

Roundtable 100 is the weekly power ranking of the top 100 investable tech growth assets spanning crypto tokens, AI companies, and next-gen public markets. Rankings are published every Friday after market close and guided by a blue-ribbon committee of industry experts.

What assets are included in the Roundtable 100?

The Roundtable 100 includes crypto tokens, public tech stocks with growth potential, and mining companies. It excludes legacy or slow-growth companies, private companies, and non-liquid investments.

How are Roundtable 100 rankings scored?

Assets are scored across five dimensions: Safety (1x), Liquidity (1x), Leadership (1x), Innovation (1x), and Growth (2x double-weighted). Growth is intentionally double-weighted to reflect the mandate of identifying future dominance rather than present size.

What is the Roundtable 100 investment thesis?

The Roundtable 100 focuses on long-term growth across public equities and cryptocurrencies with a 5+ year time horizon, investing in future-defining technologies and the critical systems that enable them — prioritizing assets that function as rails, bottlenecks, and structural constraints within emerging digital and industrial ecosystems.

What is Schrödinger? The drug-simulation platform at No. 2

Kevin Glaittli

Partner

Sep 1, 2026 2:09 PMPublished Sep 1, 2026 2:09 PM

Updated Sep 1, 2026 6:38 PM

Its physics-based software lets drugmakers test molecules on computers before touching a lab, and Bristol Myers Squibb just signed on for large-scale deployment.

Schrödinger (NASDAQ: SDGR) sells physics-based simulation software that predicts how molecules behave, letting pharmaceutical and materials companies evaluate compounds computationally before synthesizing them. It also runs its own drug-discovery programs on the same platform. The company debuts at No. 2 on the Roundtable 100 with a Power Ranking of 81, including 98s on Safety and Innovation.

Second-quarter results showed both engines working. Total revenue was $58.9 million: software contributed $32.5 million, with hosted revenue now 47% of the software total as customers shift to the cloud, and drug-discovery revenue rose to $23.0 million from $13.9 million a year earlier, driven by a $10 million milestone from Ajax Therapeutics.

Two recent developments explain the committee's Innovation score. Schrödinger launched Bunsen, an agentic AI co-scientist built on its simulation stack, and signed a strategic agreement with Bristol Myers Squibb for large-scale platform deployment. Management raised full-year drug-discovery revenue guidance to $65 million to $75 million and expects annual contract value growth of 10% to 15%.

Operating expenses fell 6% year over year, though software gross margin slipped to 71% from 76% as the hosted transition runs its course.

What is Schrödinger? The drug-simulation platform at No. 2

Its physics-based software lets drugmakers test molecules on computers before touching a lab, and Bristol Myers Squibb just signed on for large-scale deployment.

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