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Simulations Plus (SLP) investor relations material
Simulations Plus Morgan Stanley 23rd Annual Global Healthcare Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Company overview and business model
Thirty years of experience in biosimulation, supporting drug development with in silico models and software tools.
Offers software licensing and scientific consulting services, covering discovery through post-approval drug development.
Solutions span early discovery, lead optimization, preclinical, clinical, and post-approval phases.
Tools and models are used for efficiency, accelerated timelines, and regulatory support.
Technology and AI integration
Early adopter of AI and machine learning, with products like Admet Predictor using AI since the 1990s.
AI enhances data search, interrogation, and model building, improving scientist productivity and model accuracy.
AI is most impactful when combined with deep scientific knowledge and curated proprietary data.
Ongoing investments in agentic AI to automate and accelerate biosimulation workflows.
Competitive advantages and regulatory environment
Proprietary data from pharma collaborations and expertise in data curation strengthen model quality.
Long-term client investments and regulatory acceptance, especially with FDA, create barriers to entry.
Regulatory support for biosimulation is growing, with FDA roadmaps to reduce animal testing and encourage computational modeling.
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