Slide 1: Investor Presentation Q3 FY23 Update
Investor Presentation NASDAQ: SLP Q3 FY23 Update
Slide 2: 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, but that there can be n
Slide 3: Mission: Improve health through innovative solutions
Mission: Improve health through innova ve solu ons 3 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 op ons and improve pa ent lives.
Slide 4: Leading Provider of Software and Consulting Services in the Biosimulation Market
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 diseases behave
Slide 5: Investment Highlights
Investment Highlights Industry Leader in Large and Growing Market Biosimulation Technology Leader Leveraging AI Compelling Customer Value Proposition 5 Strong Competitive Position and Barriers to Entry Seasoned Management Team and Scientific Leadership Attractive Financial Profile +++ +++
Slide 6: Biosimulation Overview
Biosimula on Overview 6 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 interac
Slide 7: Drug Development Challenges | SLP Biosimulation Solution
Drug Development Challenges | SLP Biosimula on Solu on 7 Biosimulation increasingly gaining importance in drug development SIMULATIONS PLUS SOLUTIONS Simulations Plus offers AI-powered technology solutions to help optimize the outcomes of the drug discovery, development, research and regulatory appr
Slide 8: Leader in Large and Growing Market
Leader in Large and Growing Market 8 Spending for biosimula on products con nues to increase given need to bring drugs to market faster Biosimulation market valued at $2.4B in 2021 and is expected to expand at a 16.9% CAGR from 2022 - 2030 Strategy to grow addressable market within the Biosimulation
Slide 9: Secular Trends Driving Sustained Long-Term Growth
Secular Trends Driving Sustained Long-Term Growth 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 and rising cost of anim
Slide 10: Compelling Customer Value Proposition
Compelling Customer Value Proposi on 10 Wide range of software solutions and consulting services Solutions offerings span the drug development process Saves time and money in drug development costs, improves likelihood of success and post approval returns Proven model improves probability and speed
Slide 11: Drug Discovery & Development
Drug Discovery & Development 11 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 3. PRE-CLINICAL DEVELOPMENT 4. CLINICAL TRIALS 5. REGULATORY REVIEW & APPROVAL 6.
Slide 12: Offers End-to-End Solutions Across the Development Life Cycle
Offers End-to-End Solutions Across the Development Life Cycle 12 Decrease development uncertainty, cost and time CO N FI D EN CE LE VE L O F D RU G A PP RO VA L TIME DRUG APPROVAL Discovery Pre-clinical Clinical Drug Approval CHEMINFORMATICS PHARMACOMETRICS PBPK / PBBM/ QST/ QSP “…combining models a
Slide 13: Strong Competitive Position
Strong Compe ve Posi on 18 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 MODELS 13 +
Slide 14: Attractive Financial Profile
Attractive Financial Profile 14 Delivering Double-Digit Revenue Growth / Industry Leading Margins REVENUE $ in millions $24.1 $29.7 $34.0 $41.6 $46.4 $53.9 17.4% GROSS MARGIN % EBITDA MARGIN % FY17 FY18 FY19 FY20 FY21 FY22 5 Yr CAGR FY17 FY18 FY19 FY20 FY21 FY22 6 Yr Avg 73.9% 73.1% 73.4% 74.4% 77.2
Slide 15: Immunetrics Acquisition | June 2023
Immunetrics Acquisition | June 2023 15 Increases breadth and depth of QSP expertise and range of therapeutic applications Rationale Terms ▪ Immunetrics is a M&S company focused on accelerating drug development in oncology, immunology, and autoimmune diseases ▪ Increases offering areas among the fast
Slide 16: Disciplined Capital Allocation Strategy
Disciplined Capital Allocation Strategy 15 ORGANIC GROWTH INITIATIVES DISCIPLINED ACQUISITION STRATEGY WITH HISTORY OF ACCRETIVE ACQUISITIONS • Expanding business development and sales team to meet client demand and growing adop on of biosimula on so ware • Expanding local coverage of EU markets • S
Slide 17: Seasoned Management Team and Scientific Leadership
Seasoned Management Team and Scien fic Leadership 18 Shawn O’Connor Chief Executive Officer Will Frederick Chief Financial Officer Brett Howell, Ph.D. President, DILIsym Services Jill Fiedler-Kelly, M.S., F.I.S.oP. President, Cognigen John DiBella, M.S President, Simulations Plus Jonathan Chauvin, P
Slide 18: Dedicated to ESG
Dedicated to ESG 19 Strategic priorities that align with our mission and values and the four pillars of sustainability ENVIRONMENT SOCIAL HUMAN CAPITAL GOVERNANCE Reduced exposure to humans and animals by advancing in silico simulation analyses for chemical safety assessment programs Supported acade
Slide 19: Well Positioned to Achieve Our FY23 Goals
WELL POSITIONED TO ACHIEVE OUR FY23 GOALS Delivering on our commitment to scientific leadership Challenges being addressed 19 • Internal R&D investment • Expanding industry and regulatory partnerships • MIDD+ – 3rd annual SLP sponsored conference Enhancing our client facing capabilities Focus on Cap
Slide 20: Appendix
Appendix 20
Slide 21: SLP software licensed to major pharma
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, subcutaneous, and intramuscular absorption, biopharmaceutics, pharmacokinetics, and pharmacodynamics in h
Slide 22: PBPK Software Solutions and AI Data
PBPK Software Solutions and AI Data 22 LEAD SELECTION PHARMACOLOGY TREATMENT REGIMEN SAFETY CLINICAL EFFICACY ADMET DMPK SERVICES PBPK / PBBM Preclinical Regulatory Consulting
Slide 23: QSP/QST Solutions
QSP/QST Solu ons Mining 23 LEAD SELECTION PHARMACOLOGY TREATMENT REGIMEN SAFETY CLINICAL EFFICACY ADMET DMPK SERVICES QSP Consulting QST Consulting
Slide 24: Pharmacometrics Solutions
Pharmacometrics Solu ons 24 LEAD SELECTION PHARMACOLOGY TREATMENT REGIMEN SAFETY CLINICAL EFFICACY ADMET DMPK SERVICES Pharmacometrics Clinical Pharmacology Clinical Regulatory Consul ng
Slide 25: Services Overview
Services Overview 25 Provides customers with specialized knowledge and exper se Delivers complementary capabili es to so ware applica on solu ons • Drives greater demand for its so ware solu ons • Provides stable, steady revenue streams Helps clients minimize or eliminate questions posed by regulato
Slide 26: Simulations Plus
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