Simulations Plus, Inc. · NASDAQ:SLP

Simulations Plus — Investor Presentation (January 2022)

22 slides from Simulations Plus's investor presentation, Jan 19, 2022

  1. Slide 1: Investor Presentation January 2022

    1 | NASDAQ: SLP Investor Presentation NASDAQ: SLP January 2022 1

  2. Slide 2: Safe Harbor Statement

    2 | NASDAQ: SLP 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 . The actual results of the Company could differ significantly from those statements . Fact

  3. Slide 3: About Us

    3 | NASDAQ: SLP About Us Leading provider of modeling and simulation software and services used by major pharmaceutical, biotech, and regulatory agencies worldwide to make better model - informed data - driven decisions (MIDD). 1996 Founded >145 Employees >10 yrs Profit/rev growth >1300 Publications

  4. Slide 4: Investment Highlights

    4 | NASDAQ: SLP Investment Highlights Leader in software and services for the drug discovery, development, and regulatory approval process Low market penetration + share gain opportunity in large and growing market Double - digit revenue growth with strong operating leverage Accretive M&A Strategy

  5. Slide 5: Our Markets

    5 | NASDAQ: SLP Our Markets Key Drivers 1. Acceptance & increasing adoption of MIDD technology by industry & regulators 2. Pharma spend rates continue to grow with large allocation towards Biosimulation 3. Biosimulation growing at 4 - 5X total R&D spend SLP growing faster than Biosimulation TAM $176

  6. Slide 6: Drug Development Challenges

    6 | NASDAQ: SLP Drug Development Challenges Avg. cost of $2B and 10+ years to bring a drug to market 1 What candidates ? How does the drug move through the body ? How is it a dministered ? How is it supposed to work? What is the desired effect ? What are the risks? Lead Selection Pharmacology ADMET

  7. Slide 7: Our Value Proposition

    7 | NASDAQ: SLP Our Value Proposition We create value for our customers by accelerating & reducing the cost of R&D through innovative , science - based software & consulting solutions that optimize treatment options and improve patient lives. Outcomes Patient Efficacy Patient Safety Regulatory Appro

  8. Slide 8: How We Help – Software and Services

    8 | NASDAQ: SLP How We Help – Software and Services Software Most comprehensive & widely recognized tools for MIDD Ongoing development & reinvestment incorporates latest science & ensures seamless UX Services Operational efficiencies that lead to accurate/timely decision making & regulatory reportin

  9. Slide 9: Solutions Span Drug Development Process

    9 | NASDAQ: SLP Consulting Services & Regulatory Interactions QSP/QST Other Software Pharmacometrics Solutions Span Drug Development Process Guiding the path between M&S and pharma R&D Cheminformatics AI ML PBPK/PBBM

  10. Slide 10: PBPK/PBBM Solutions

    10 | NASDAQ: SLP Safety Clinical Efficacy ADMET DMPK Treatment Regimen Lead Selection Pharmacology Services PBPK/PBBM Preclinical Regulatory Consulting Software PBPK Software Solutions and AI Data Mining

  11. Slide 11: QSP/QST Solutions

    11 | NASDAQ: SLP QSP/QST Solutions Services QSP Consulting QST Consulting Software Safety Clinical Efficacy ADMET DMPK Treatment Regimen Lead Selection Pharmacology

  12. Slide 12: Pharmacometrics Solutions

    12 | NASDAQ: SLP Pharmacometrics Solutions Services Pharmacometrics Clinical Pharmacology Clinical Regulatory Consulting Software Safety Clinical Efficacy ADMET DMPK Treatment Regimen Lead Selection Pharmacology

  13. Slide 13: Product Gaps, Adjacencies & Extensions

    13 | NASDAQ: SLP Product Gaps, Adjacencies & Extensions Consolidate Fragmented Market Take Share Low Penetration Rates Growth Opportunities & Capital Allocation » Fill gaps in the current product offerings, expand TAM • R&D - enhance models & develop new tools • M&A - consolidate market, expand into

  14. Slide 14: Environmental, Social, and Governance (ESG)

    14 | NASDAQ: SLP Environmental, Social, and Governance (ESG) 1 4 Strategic priorities that form the foundation of our sustainability framework and highlights

  15. Slide 15: Financials

    15 | NASDAQ: SLP Financials 1 5

  16. Slide 16: Q1 FY22 Highlights

    16 | NASDAQ: SLP Q1 FY22 Highlights » Strong momentum to begin year » Continued Strong Software Performance » Service Business Recovery +16% Revenue Growth +25% Diluted EPS Growth +31% Backlog Growth » Bus. Dev. efforts paying off » Demonstrated Scientific leadership » New software releases » Servic

  17. Slide 17: Q1 Revenue

    17 | NASDAQ: SLP Q4 Revenue (in millions) +16% Total Revenue $4.6 $6.2 $7.4 $4.8 $4.5 $5.0 $9.4 $10.7 $12.4 1Q20 1Q21 1Q22 Software Services 58% 42% 1Q21 Mix Software Services 59% 41% 1Q22 Mix Software Services +19% Software Revenue +13% Services Revenue Q1 Revenue (in millions)

  18. Slide 18: Q1 FY22 Revenue Breakdown

    18 | NASDAQ: SLP 54% 21% 20% 5% Q1 FY22 Revenue Breakdown 8% 17% 29% 46% Other PBPK QSP/QST PKPD Software Mix Services Mix Other

  19. Slide 19: Services Performance Metrics

    19 | NASDAQ: SLP Services Performance Metrics $14 $12 $15 1Q20 1Q21 1Q22 Backlog (in millions) 56 58 67 27 12 22 42 41 64 15 33 125 126 186 1Q20 1Q21 1Q22 PKPD QSP/QST PBPK Other Backlog Q1 Services Performance Metrics Total Projects

  20. Slide 20: Summary

    20 | NASDAQ: SLP Summary Leader in software and services for the drug discovery, development, and regulatory approval process Low market penetration + share gain opportunity in large and growing market Double - digit revenue growth with strong operating leverage Accretive M&A Strategy

  21. Slide 21: References

    21 | NASDAQ: SLP References 1. Biopharmaceutical Research and Development: The Process Behind New Medicines. www.PhRMA.org, January 2012, Washington, US http://phrma docs.phrma.org/sites/default/files/pdf/rd_brochure_022307.pdf . 2. Brochure: “Biopharmaceutical Research & Development: The Process Be

  22. Slide 22: Thank you!

    22 | NASDAQ: SLP Thank you! Investor Relations Contacts: Brian Siegel Managing Director Hayden IR +1 - 346 - 396 - 8696 brian@haydenir.com Renee Bouche Simulations Plus +1 - 661 - 723 - 7723 renee@simulations - plus.com Learn More! www.simulations - plus.com

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