Motive Capital Corp II Price & Performance (MTVC-UN)

Schrödinger posted a strong first quarter, with gross profit rising to $31.1 million. Despite a net loss of $59.8 million, the company continues to invest heavily in R&D and software business growth. Management remains optimistic about accelerated drug discovery and predictive toxicology technology rollout this year.1

During its Q1 2025 call, Motive Industrial Inc. highlighted the acquisition of 13.8% of outstanding shares at a favorable price, amid ongoing market uncertainty. Leadership cited illiquidity and interest rate concerns, but remains positive on long-term asset value and potential returns from select property dispositions.2

KeepTruckin, now Motive, retains significant backing from top venture investors, with its latest funding round in 2022 valuing the company at $2.85 billion. However, private market trades remain limited and illiquid, suggesting that while investor interest is high, secondary market activity is constrained.3