Certara (CERT) Jefferies Global Healthcare Conference summary

Industry landscape and customer trends

• Pharma faces efficiency pressures due to regulatory and economic changes, driving interest in biosimulation and AI tools.

• Biosimulation helps predict clinical trial outcomes, reducing costly failures and improving decision-making.

• Demand for biosimulation remains strong, with growing adoption across drug development stages.

Product innovation and expansion

• Biosimulation applications span preclinical to late-stage clinical, supporting key decisions like dosing and trial design.

• Quantitative systems pharmacology (QSP) expands biosimulation's reach, enabling early modeling of drug behavior and side effects.

• Building expert teams and data capabilities is crucial for timely, customized modeling.

• Efforts focus on turning expertise into scalable software solutions and improving data flow.

Acquisition strategy and integration

• Acquisitions target three pillars: advanced software, data management, and expert talent.

• Pinnacle 21, acquired in 2021, strengthened data capabilities and software infrastructure.

• Recent deals added QSP expertise and metadata management, enhancing preclinical modeling and data standardization.

• Integration of acquisitions builds a comprehensive offering rather than pursuing volume.