Certara
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Certara (CERT) investor relations material

Certara TD Cowen 46th Annual Health Care Conference summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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TD Cowen 46th Annual Health Care Conference summary3 Mar, 2026

Leadership transition and strategic direction

  • New CEO Jon Resnick, in role since January, is shifting from fact-finding to implementing solutions and driving operational excellence.

  • Focus is on leveraging a strong team, market-leading products, and fostering innovation to elevate the business.

  • Strategic priorities include enhancing management scale, operational rigor, and customer centricity, especially in MIDD and Biosimulation.

  • Emphasis on disciplined product management and aligning resources to high-growth areas.

  • Plans to improve communication around portfolio strengths and growth engines in coming months.

Platform and product innovation

  • Core growth drivers are the MIDD and Biosimulation segments, representing about two-thirds of the business.

  • Simcyp remains a central product, with recent major releases aligned to customer needs and industry trends.

  • AI integration is advancing, with Phoenix Cloud and Certara IQ (AI-enabled QSP) highlighted as key innovations.

  • QSP is the fastest-growing area, and AI investments are expected to impact ARR and sales from late 2024 into 2027.

  • Cloud migration for Phoenix and broader AI-enabled offerings are expected to drive Tier 1 customer adoption.

Regulatory services and market positioning

  • Ongoing strategic review of the Regulatory services business, balancing market pressure to divest with its profitability and resilience.

  • The business has shown resilience against AI-driven commoditization and continues to generate strong bookings.

  • Decision on the future of Regulatory services expected within weeks, with focus on maximizing economic value.

  • Deep relationships with over 20 global regulators provide a competitive advantage and facilitate client success.

  • Regulatory expansion in areas like NAMs, pediatrics, and organ impairment is creating new growth opportunities.

New CEO's key strategic priorities
Update on regulatory services business review
Pharma AI investments impact on partnerships
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Leerink Global Healthcare Conference 20269 Mar, 2026
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Frequently asked questions

Certara Inc. is a life sciences technology company that provides software and services to accelerate drug development and regulatory approval processes. The company specializes in biosimulation, a technology that uses virtual models to predict how drugs behave in the human body, helping pharmaceutical companies optimize clinical trials and drug development strategies. Certara’s offerings support decision-making throughout the drug development lifecycle, from discovery through post-market stages, across a range of therapeutic areas. The company is headquartered in Princeton, New Jersey, and its shares are listed on the NASDAQ.

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