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Schrodinger Inc.(SDGR)
30.41
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+4.77%
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Pan the man
·
04-22
如果说AI的上半场是ChatGPT，那么下半场，很可能就是——改写人类寿命曲线。 以哈佛大学David Sinclair教授为代表的研究路径，正在把“衰老”从不可逆过程，变成可编程系统问题。而你提到的OSK重编程、AI筛选分子，本质上已经形成一个清晰产业链： 上游：AI药物发现 → 中游：抗衰靶点 → 下游：基因/药物干预 问题是：哪些上市公司，真正站在这条链上？ 下面这几只美股是目前最值得跟踪的“抗衰+AI”核心标的。 ⸻ 一、赛道划分：你必须先看懂这三种公司 在推荐个股前，先给你一个“投资级框架”： 1）AI制药平台（最确定性） * 用AI降低研发成本 * 不直接押注“逆转衰老”，但吃到红利 👉 类比：卖铲子的人 ⸻ 2）抗衰机制公司（高弹性） * senolytics / NAD / mTOR * 已进入临床阶段 👉 类比：正在造火箭的人 ⸻ 3）重编程路线（最大想象力） * OSK / 表观遗传重置 * 目前几乎都未上市 👉 类比：试图曲率引擎的人 ⸻ 二、核心推荐标的 ⸻ 1）AI制药龙头：
$Recursion Pharmaceuticals, Inc.(RXRX)$
核心逻辑 * AI + 自动化实验室（wet lab + dry lab闭环） * 与大药企合作，形成数据飞轮 优势 * 数据规模巨大（数十亿细胞图像） * AI模型不断迭代 → 护城河增强 * 已有多个临床项目推进 为什么重要？ 👉 OSK这类复杂路径，未来一定需要AI筛选分子辅助 ⸻ 2）AI药物发现代表：
$Schrodinger Inc.(SDGR)$
核心逻辑 * 计算化学
如果说AI的上半场是ChatGPT，那么下半场，很可能就是——改写人类寿命曲线。 以哈佛大学David Sinclair教授为代表的研究路径，正在把“衰老...
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公司概况
公司名称
Schrodinger Inc.
所属市场
NASDAQ
成立日期
- -
员工人数
- -
办公地址
- -
公司网址
http://www.schrodinger.com;ir.schrodinger.com
邮政编码
- -
联系电话
- -
联系传真
- -
公司概况
Schrodinger, Inc.于1990年8月根据相关法律在加利福尼亚州注册成立。该公司开发了一个基于物理的计算平台，能够以较高的精度预测分子的关键性质，从而能够以较低的成本更快地发现用于药物开发和材料应用的高质量、新型分子。他们的软件被世界各地的生物制药、工业公司、学术机构和政府实验室使用。该公司是用于药物发现的计算软件解决方案的领先提供商。公司除了为客户提供各种软件解决方案，加速分子发现、设计和优化的各个阶段。还利用他们的平台和能力，通过一系列协作和全资药物发现计划，涵盖广泛的疾病目标和适应症。
09-17
关联方拟减持公告
Form 144 - Report of proposed sale of securities
Form 144 - Report of proposed sale of securities
08-06
员工持股计划
Form S-8 - Securities to be offered to employees in employee benefit plans
Form S-8 - Securities to be offered to employees in employee benefit plans
08-05
季度报告
Form 10-Q - Quarterly report [Sections 13 or 15(d)]
Form 10-Q - Quarterly report [Sections 13 or 15(d)]
08-05
重要事件披露
Form 8-K - Current report
Form 8-K - Current report
07-16
关联方拟减持公告
Form 144 - Report of proposed sale of securities
Form 144 - Report of proposed sale of securities
07-01
关联方拟减持公告
Form 144 - Report of proposed sale of securities
Form 144 - Report of proposed sale of securities
06-29
重要事件披露
Form 8-K - Current report
Form 8-K - Current report
06-23
重要事件披露
Form 8-K - Current report
Form 8-K - Current report
06-08
重要事件披露
Form 8-K - Current report
Form 8-K - Current report
05-20
重要事件披露
Form 8-K - Current report
Form 8-K - Current report
05-15
超过5%披露
Form SCHEDULE 13G/A - Statement of Beneficial Ownership by Certain Investors: [Amend]
Form SCHEDULE 13G/A - Statement of Beneficial Ownership by Certain Investors: [Amend]
05-05
季度报告
Form 10-Q - Quarterly report [Sections 13 or 15(d)]
Form 10-Q - Quarterly report [Sections 13 or 15(d)]
05-05
重要事件披露
Form 8-K - Current report
Form 8-K - Current report
05-01
关联方拟减持公告
Form 144 - Report of proposed sale of securities
Form 144 - Report of proposed sale of securities
04-30
超过5%披露
Form SCHEDULE 13G/A - Statement of Beneficial Ownership by Certain Investors: [Amend]
Form SCHEDULE 13G/A - Statement of Beneficial Ownership by Certain Investors: [Amend]
分时
5日
日
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月
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最高
31.03
今开
29.43
量比
0.51
最低
29.00
昨收
29.02
换手率
3.55%
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