Simulations Plus, Inc. · NASDAQ:SLP
Simulations Plus — Investor Presentation (November 2023)
26 slides from Simulations Plus's investor presentation, November 2023
Slide 1: Investor Presentation Q3 FY23 Update
Investor Presentation NASDAQ : SLP Q3 FY23 Update
Slide 2: Safe Harbor Statement
Safe Harbor Statement With the exception of historical information, the matters discussed in this presentation are forward-looking statements that involve a number of risks and uncertainties. Words like “believe,” “expect” and “anticipate” mean that these are our best estimates as of this writing, b
Slide 3: Mission: Improve health through innovative solutions
Mission: Improve health through innovative solutions To create value for customers by accelerating development timelines and reducing the cost of drug development R&D through innovative science-based software and consulting solutions that optimize treatment options and improve patient lives. 3
Slide 4: SLP At a Glance
SLP At a Glance Leading Provider of Software and Consulting Services in the Biosimulation Market AI-powered technology solutions optimize the outcomes of drug discovery, development, research, and regulatory submissions processes. Our software-based technology both models and simulates how drugs and
Slide 5: Investment Highlights
Investment Highlights + + + Industry Leader Biosimulation Compelling in Large and Growing Technology Leader Customer Value Market Leveraging AI Proposition + + + Seasoned Strong Competitive Attractive Management Team Position and Barriers Financial Profile and Scientific to Entry Leadership 5
Slide 6: Biosimulation Overview
Biosimulation Overview Biosimulation is software-based technology that models and simulates how drugs and diseases behave in the human body Biosimulation combines core principles in biology, chemistry and pharmacology with proprietary mathematical algorithms to predict how biology and drugs inter
Slide 7: Drug Development Challenges | SLP Biosimulation Solution
Drug Development Challenges | SLP Biosimulation Solution Biosimulation increasingly gaining importance in drug development CHALLENGES SIMULATIONS PLUS SOLUTIONS + Simulations Plus offers AI-powered technology – Drug Development is expensive and time solutions to help optimize the outcomes of the in
Slide 8: Leader in Large and Growing Market
Leader in Large and Growing Market Spending for biosimulation products continues to increase given need to bring drugs to market faster + Biosimulation market valued at $2.4B in 2021 and is $200B GLOBAL PHARMA expected to expand at a 16.9% CAGR from 2022 - 2030 AND BIOTECH SPEND (3% CAGR)1 + Strat
Slide 9: Secular Trends Driving Sustained Long-Term Growth
Secular Trends Driving Sustained Long-Term Growth Drivers include: + Biosimulation taking greater percentage of drug development spend annually + Scarcity of blockbuster drug opportunities drive industry focus to smaller market targets requiring increased development efficiency + Increased scrutiny
Slide 10: Compelling Customer Value Proposition
Compelling Customer Value Proposition • GastroPlus® Wide range of software Solutions offerings span SOLUTIONS INCLUDE: • ADMET Predictor® solutions and consulting the drug development • Early drug discovery to preclinical • MonolixSuite™ (includes Monolix, services process • Clinical data analy
Slide 11: Drug Discovery & Development
Drug Discovery & Development The Drug Discovery and Development Industry can be broken down into several subindustries, including: 1. TARGET DISCOVERY AND VALIDATION 2. LEAD COMPOUND IDENTIFICATION AND OPTIMIZATION Each of these subindustries represents a different stage of the drug development pro
Slide 12: Offers End-to-End Solutions Across the Development Life Cycle
Offers End-to-End Solutions Across the Development Life Cycle Decrease development uncertainty, cost and time PHARMACOMETRICS CHEMINFORMATICS PBPK / PBBM/ QST/ QSP DRUG APPROVAL CONFIDENCE LEVEL OF DRUG APPROVAL “…combining models and data results in higher confidence in clinical performance at an e
Slide 13: Strong Competitive Position
Strong Competitive Position LEADING POSITION IN LARGE, GROWING, FRAGMENTED AND + UNDERPENETRATED MARKET + LARGE, GROWING AND DIVERSE CUSTOMER BASE + MOST COMPREHENSIVE AND WIDELY RECOGNIZED TOOLS IN THE INDUSTRY + 300+ CUSTOMERS ACCUMULATED PUBLIC AND PRIVATE DATA THAT INFORMS OUR ALGORITHMS + AND
Slide 14: Attractive Financial Profile
Attractive Financial Profile Delivering Double-Digit Revenue Growth / Industry Leading Margins + Double-digit revenue growth + Strong recurring revenue FY17 FY18 FY19 FY20 FY21 FY22 5 Yr CAGR supported by a 90%+ Software Fee REVENUE Renewal Rate $24.1 $29.7 $34.0 $41.6 $46.4 $53.9 17.4% $ in mill
Slide 15: Immunetrics Acquisition | June 2023
Immunetrics Acquisition | June 2023 Increases breadth and depth of QSP expertise and range of therapeutic applications Rationale Terms ▪ Immunetrics is a M&S company focused on accelerating drug ▪ Paid Immunetrics shareholders cash consideration of $15.5 development in oncology, immunology, and auto
Slide 16: Disciplined Capital Allocation Strategy
Disciplined Capital Allocation Strategy • Expanding business development and sales team to meet client demand and growing adoption of biosimulation software + ORGANIC GROWTH INITIATIVES • Expanding local coverage of EU markets • Supporting accelerated growth in distributor network • New customer gr
Slide 17: Seasoned Management Team and Scientific Leadership
Seasoned Management Team and Scientific Leadership Highly experienced management team with deep life science industry expertise, track record of growth and strong returns Shawn O’Connor Will Frederick Josh Fohey Chief Executive Officer Chief Financial Officer VP, Business Development Brett Howell,
Slide 18: Dedicated to ESG
Dedicated to ESG Strategic priorities that align with our mission and values and the four pillars of sustainability ENVIRONMENT SOCIAL HUMAN CAPITAL GOVERNANCE Committed to renewable energy Reduced exposure to humans Expand our HR team and Advanced growing acceptance of with our Lancaster Choice Ene
Slide 19: Conclusion
Conclusion CONTINUED LEADERSHIP POSITION IN BIOSIMULATION MARKET Delivering on our Enhancing our client facing commitment to scientific Challenges being addressed Focus on Capital Allocation capabilities leadership • Internal R&D investment • Growth and maturity of • Software renewal timing • ASR pr
Slide 20: Appendix
Appendix 20
Slide 21: Software Products Overview
Software Products Overview Biosimulation Technology Leader Leveraging AI and Machine Learning + SLP software licensed to major pharma (19 of 20 largest) GastroPlus - mechanistically based simulation software package that simulates intravenous, oral, oral cavity, ocular, + inhalation, dermal, subcut
Slide 22: PBPK Software Solutions and AI Data
PBPK Software Solutions and AI Data LEAD SELECTION PHARMACOLOGY SERVICES TREATMENT REGIMEN PBPK / PBBM Preclinical Regulatory SAFETY Consulting CLINICAL EFFICACY ADMET DMPK 22
Slide 23: QSP/QST Solutions
QSP/QST SolutionsMining LEAD SELECTION PHARMACOLOGY TREATMENT REGIMEN SERVICES QSP Consulting QST Consulting SAFETY CLINICAL EFFICACY ADMET DMPK 23
Slide 24: Pharmacometrics Solutions
Pharmacometrics Solutions LEAD SELECTION PHARMACOLOGY SERVICES TREATMENT REGIMEN Pharmacometrics Clinical Pharmacology SAFETY Clinical Regulatory Consulting CLINICAL EFFICACY ADMET DMPK 24
Slide 25: Services Overview
Services Overview + Provides customers with specialized knowledge and expertise Delivers complementary capabilities to software application solutions + • Drives greater demand for its software solutions • Provides stable, steady revenue streams Helps clients minimize or eliminate questions pose
Slide 26: Simulations Plus
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