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Simulations Plus (SLP) investor relations material
Simulations Plus TD Cowen 46th Annual Health Care Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Platform differentiation and product strengths
Offers multiple biosimulation solutions spanning discovery to clinical trial support, emphasizing ease of use and scientific rigor.
ADMET Predictor excels in discovery, GastroPlus leads in PBPK modeling, and Monolix is the fastest-growing due to workflow integration.
User base is about 75% pharma and 25% biotech, with most revenue (80%) from clinical applications.
Financial outlook and revenue mix
FY 2026 guidance is for 0%-4% top-line growth, with stronger growth expected in the second half due to easier comparables.
Service business outperformed in Q1, with backlog at two-year highs; software revenue is expected to pick up in later quarters.
Revenue mix is expected to remain around 60-65% software and 35-40% services for FY 2026.
Long-term goal is to increase software share to 70%+ for more stable, recurring revenue.
Growth drivers and sales strategy
Large pharma remains the main growth driver, with biotech providing new logo opportunities as funding improves.
Cross-selling existing platforms is a major focus, supported by a shift to account-based sales structure.
Integration of platforms and multi-disciplinary biosimulation is increasingly valued by clients.
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