Simulations Plus, Inc. · NASDAQ:SLP
Simulations Plus — Investor Day (2026)
76 slides from Simulations Plus's investor day presentation, 2026
Slide 1: Investor Day 2026: The Next Era of Model-informed Drug Development
N A S DA Q: S L P Investor Day 2026: The Next Era of Model-informed Drug Development IN T EGR A T ED . A I -EN A BL ED . CL OUD -R EA DY.
Slide 2: Safe Harbor Statement
SAFE HARBOR STATEMENT Except for historical information, the matters discussed in this presentation are forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, that involve risks and uncertainties. Words like “believe,” “will”, “can”, “expect,” “anticip
Slide 3: Agenda
Agenda Introduction 04 Industry Environment & Priorities 10 Product & Technology Roadmap 19 Scientific Services Roadmap 66 Closing Remarks 72 Q&A 76 2026 INVESTOR DAY | SIMULATIONS PLUS 03
Slide 4: Vision, Mission, Values
INTRODUCTION | VISION, MISSION, VALUES Vision: To improve quality of life through innovative solutions. Mission: To create value for our customers by accelerating the discovery, development, and commercialization of pharmaceuticals and other products through innovative science-based software and con
Slide 5: Company Highlights
IN T R OD UCT ION Company Highlights 1 2 3 4 Category Science & Trusted Science & Leadership Technology Partnerships Technology Industry leader in Strength in science Trusted partner of Long track record of expanding suite of and technology with biopharma industry growth and profitability biosimulat
Slide 6: 30 years of growth
IN T R OD UCT ION Acquired Pro-ficiency 30 years of growth Expansion into ClinOps & Medical Communications $4B TAM expansion with solutions across entire biopharma value chain Acquired Lixoft Acquired Cognigen GastroPlus 1.0 Expanded PKPD Founded released Expansion into PKPD offering with software s
Slide 7: Complementary Solutions
IN DUS TR Y EN VIR ON MEN T & PR IOR ITIES Complementary Solutions Discovery Development Clinical Ops. Commercialization Orchestration Grounded Intelligence Composition GastroPlus® MonolixSuite ADMET Predictor® DILIsym® Thales Scientific Engines 2026 INVESTOR DAY | SIMULATIONS PLUS 07
Slide 8: TAM/Industry Growth
IN DUS TR Y EN VIR ON MEN T & PR IOR ITIES TAM/Industry Growth TOTAL S+ TAM TOTAL S+ TAM $12.5B $27.2B TODAY TAM 2030 Today CAGR Biosimulation $3.9B 17% Clinical Trial Training $1.5B 19% Medical Comm. $7.1B 6% Clinical Trial Technology & Services: $25.8B TODAY | $60.8B 2030 SOURCE: Grand View Resear
Slide 9: Executive Team
IN DUS TR Y EN VIR ON MEN T & PR IOR ITIES Executive Team Shawn O’Connor Will Frederick Josh Fohey John DiBella CHIEF EXECUT IVE OFFICER CHIEF FIN A N CIA L OFFICER CHIEF OPER A TION S OFFICER CHIEF R EVEN UE OFFICER Jonathan Chauvin Erik Guffrey Viera Lukacova Jill Fiedler-Kelly CO -CHIEF PR OD UCT
Slide 10: Industry Environment & Priorities
R OA DMA P Industry Environment & Priorities John DiBella CHIEF REVENUE OFFICER 10
Slide 11: Industry at an inflection point
IN DUS TR Y EN VIR ON MEN T & PR IOR ITIES Industry at an inflection point Integrated, model informed Inflection point Empirical, siloed, slow 2026 INVESTOR DAY | SIMULATIONS PLUS 11
Slide 12: Evolution of modeling in drug development
IN DUS TR Y EN VIR ON MEN T & PR IOR ITIES Evolution of modeling in drug development Model Model Model Model Supported Based Informed Informed Modeling has shifted from supplemental → central to pipeline decision-making 2026 INVESTOR DAY | SIMULATIONS PLUS 12
Slide 13: Pressures accelerating the shift
IN DUS TR Y EN VIR ON MEN T & PR IOR ITIES Pressures accelerating the shift Economic NAMs & MIDD Technological Scientific 2026 INVESTOR DAY | SIMULATIONS PLUS 13
Slide 14: Regulatory momentum driving adoption
IN D US T R Y EN VIR ON MEN T & PR IOR IT IES Regulatory momentum driving adoption Earlier More decisions Explainable AI 2026 INVESTOR DAY | SIMULATIONS PLUS 14
Slide 15: Customers are redesigning how they work
IN DUS TR Y EN VIR ON MEN T & PR IOR ITIES Customers are redesigning how they work Discovery Development Clinical Ops. Commercialization Orchestration Grounded Intelligence Composition GastroPlus® MonolixSuite ADMET Predictor® DILIsym® Thales Scientific Engines 2026 INVESTOR DAY | SIMULATIONS PLUS 1
Slide 16: S+ role: From tool providers to ecosystem partner
IN DUS TR Y EN VIR ON MEN T & PR IOR ITIES S+ role: From tool providers to ecosystem partner AI, DATA, ENABLEMENT SOFTWARE Model Model Model & SERVICES Informed Supported Based SCIENCE 2026 INVESTOR DAY | SIMULATIONS PLUS 16
Slide 17: Connecting the ecosystem to customer growth
IN DUS TR Y EN VIR ON MEN T & PR IOR ITIES Connecting the ecosystem to customer growth AI, DATA, ENABLEMENT SOFTWARE & SERVICES SCIENCE 2026 INVESTOR DAY | SIMULATIONS PLUS 17
Slide 18: Takeaways
IN DUS TR Y EN VIR ON MEN T & PR IOR ITIES Takeaways Integration is Adoption is Partnership inevitable accelerating matters 2026 INVESTOR DAY | SIMULATIONS PLUS 18
Slide 19: Product & Technology
R OA DMA P Product & Technology 19
Slide 20: Three decades of validated science
PR ODUCT & TECHN OL OGY Three decades of validated science Jonathan Chauvin CO-CHIEF PRODUCT & TECHNOLOGY OFFICER 2026 INVESTOR DAY | SIMULATIONS PLUS 20
Slide 21: Engines trusted when decisions matter
PR ODUCT & TECHN OL OGY Engines trusted when decisions matter GastroPlus® MonolixSuite ADMET Predictor® DILIsym® Thales 2026 INVESTOR DAY | SIMULATIONS PLUS 21
Slide 22: Now spanning discovery to commercialization
PR ODUCT & TECHN OL OGY Now spanning discovery to commercialization Discovery Development Clinical Ops Commercialization 2026 INVESTOR DAY | SIMULATIONS PLUS 22
Slide 23: Engines that remain authoritative
PR ODUCT & TECHN OL OGY Engines that remain authoritative Deterministic Reproducible Validated 2026 INVESTOR DAY | SIMULATIONS PLUS 23
Slide 24: "What can I trust?"
PRODUCT & TECHNOLOGY “What can I trust?" 2026 INVESTOR DAY | SIMULATIONS PLUS 24
Slide 25: Without validated science, nothing scales.
PRODUCT & TECHNOLOGY Without validated science, nothing scales. 2026 INVESTOR DAY | SIMULATIONS PLUS 25
Slide 26: Engines entering a new era
PR ODUCT & TECHN OL OGY Engines entering a new era We live here Composability Scale Intelligence 2026 INVESTOR DAY | SIMULATIONS PLUS 26
Slide 27: AI-orchestrated ecosystem
PR OD UCT & TECH N OL OGY AI-orchestrated ecosystem 2026 INVESTOR DAY | SIMULATIONS PLUS 27
Slide 28: Customers aren't asking for more tools
PR ODUCT & TECHN OL OGY Customers aren't asking for more tools 2026 INVESTOR DAY | SIMULATIONS PLUS 28
Slide 29: More than isolated results
PR OD UCT & T ECHN OL OGY More than isolated results Integrated workflows Reproducibility Automation Modeling to operational decisions Modeling to Trustworthy AI operational decisions 2026 INVESTOR DAY | SIMULATIONS PLUS 29
Slide 30: AI + cloud + validated science
PR ODUCT & TECHN OL OGY AI + cloud + validated science 2026 INVESTOR DAY | SIMULATIONS PLUS 30
Slide 31: From federation of tools to unified ecosystem
PR ODUCT & TECHN OL OGY From federation of tools to unified ecosystem 2026 INVESTOR DAY | SIMULATIONS PLUS 31
Slide 32: Why this is differentiated
PR ODUCT & TECHN OL OGY Why this is differentiated AI-first vs. weak validation Cloud-first vs. fragmented modeling Engine-first vs. no unifying workflow layer 32
Slide 33: Architecture Overview
PR ODUCT & TECHN OL OGY Architecture Overview Erik Guffrey CO-CHIEF PRODUCT & TECHNOLOGY OFFICER 2026 INVESTOR DAY | SIMULATIONS PLUS 33
Slide 34: Engines remain authoritative
PR OD UCT & T ECHN OL OGY Engines remain authoritative 2026 INVESTOR DAY | SIMULATIONS PLUS 34
Slide 35: One structural language across products
PR OD UCT & T ECHN OL OGY One structural language across products Together, they turn individual tools into a coherent system. 2026 INVESTOR DAY | SIMULATIONS PLUS 35
Slide 36: Deterministic. Regulatory-aligned. Evolving.
PR OD UCT & T ECHN OL OGY Deterministic. Regulatory-aligned. Evolving. Scientific engines 2026 INVESTOR DAY | SIMULATIONS PLUS 36
Slide 37: Interoperable. Orchestratable. Shared patterns.
PR OD UCT & T ECHN OL OGY Interoperable. Orchestratable. Shared patterns. Composition Scientific engines 2026 INVESTOR DAY | SIMULATIONS PLUS 37
Slide 38: AI grounded in validated science
PR OD UCT & T ECHN OL OGY AI grounded in validated science Grounded intelligence Composition Scientific engines 2026 INVESTOR DAY | SIMULATIONS PLUS 38
Slide 39: End-to-end workflow automation
PR OD UCT & T ECHN OL OGY End-to-end workflow automation Orchestration Grounded intelligence Composition Scientific engines 2026 INVESTOR DAY | SIMULATIONS PLUS 39
Slide 40: S+ Cloud: Scale, collaboration, governance
PR ODUCT & TECHN OL OGY S+ Cloud: Scale, collaboration, governance – same architecture 2026 INVESTOR DAY | SIMULATIONS PLUS 40
Slide 41: Open patterns; interoperable workflows
PR ODUCT & TECHN OL OGY Open patterns; interoperable workflows 2026 INVESTOR DAY | SIMULATIONS PLUS 41
Slide 42: Opportunities unlocked
PR OD UCT & TECH N OL OGY Opportunities unlocked 2026 INVESTOR DAY | SIMULATIONS PLUS 42
Slide 43: What took weeks now takes hours
PR ODUCT & TECHN OL OGY What took weeks now takes hours 2026 INVESTOR DAY | SIMULATIONS PLUS 43
Slide 44: Traceability and reproducibility
PRODU CT & TECH NOL OGY Traceability and reproducibility 2026 INVESTOR DAY | SIMULATIONS PLUS 44
Slide 45: Collaboration with computation in the loop
PRODU CT & TECH NOL OGY Collaboration with computation in the loop 2026 INVESTOR DAY | SIMULATIONS PLUS 45
Slide 46: Architecture compounds value
PR ODUCT & TECHN OL OGY Architecture compounds value 2026 INVESTOR DAY | SIMULATIONS PLUS 46
Slide 47: Explainable. Constrained. Anchored.
PR ODUCT & TECHN OL OGY Explainable. Constrained. Anchored. 2026 INVESTOR DAY | SIMULATIONS PLUS 47
Slide 48: One chain from discovery to commercialization
PR ODUCT & TECHN OL OGY One chain from discovery to commercialization 2026 INVESTOR DAY | SIMULATIONS PLUS 48
Slide 49: Roadmap
PR OD UCT & TECH N OL OGY Roadmap 2026 INVESTOR DAY | SIMULATIONS PLUS 49
Slide 50: Foundation, Unification, Ecosystem
PR OD UCT & T ECHN OL OGY Foundation Unification Ecosystem 12 MO 12-36 MO 36+ MO 2026 INVESTOR DAY | SIMULATIONS PLUS 50
Slide 51: Near-term: Completing the backbone
More engines exposed S+ Cloud identity & workspaces PR OD UCT & T ECHN OL OGY Near-term: AI copilots embedded Early cross product workflows emerging Completing the backbone Declarative pipelines standard 12 MO 2026 INVESTOR DAY | SIMULATIONS PLUS 51
Slide 52: Mid-term: Modeling + operations in one language
PR OD UCT & T ECHN OL OGY Cross-engine templates mature AI expands across modeling + readiness Mid-term: Modeling + Scientific + operation workflows converge Multi-product workflows become standard operations in one language 12-36 MO 2026 INVESTOR DAY | SIMULATIONS PLUS 52
Slide 53: Long-term ecosystem
PR OD UCT & T ECHN OL OGY Discovery Development Clinical Ops Long-term ecosystem AI across disciplines + cloud-scale compute Continuous lifecycle feedback loop 36+ MO 2026 INVESTOR DAY | SIMULATIONS PLUS 53
Slide 54: Business impact
PR OD UCT & TECH N OL OGY Business impact Jonathan Chauvin CO-CHIEF PRODUCT & TECHNOLOGY OFFICER 2026 INVESTOR DAY | SIMULATIONS PLUS 54
Slide 55: Accelerating science strengthens our business
PR ODUCT & TECHN OL OGY Accelerating science strengthens our business 2026 INVESTOR DAY | SIMULATIONS PLUS 55
Slide 56: From tools to platform relationships
PRODUCT & TECHN OLOG Y From tools to platform relationships New revenue opportunities Workflow –based products / Cloud collaboration features portfolio workflow packages Cross-product bundles Tokenized usage models Premium AI copilots ClinOps + commercialization modules 2026 INVESTOR DAY | SIMULATIO
Slide 57: Value compounds when connected
PRODUCT & TECHN OLOG Y Value compounds when connected Customer lifetime value Higher adoption Deeper integration into within each account customer workflows Broader enterprise Longer, more resilient expansion customer relationships 2026 INVESTOR DAY | SIMULATIONS PLUS 57
Slide 58: Pricing follows value
PR OD UCT & T ECHN OL OGY Pricing follows value Pricing and packaging evolution Cloud add-ons Composition as a surface Optional premium AI Engines remain as-is 2026 INVESTOR DAY | SIMULATIONS PLUS 58
Slide 59: R&D, Products, Services
PRODUCT & TECHN OLOG Y R&D Products Services 2026 INVESTOR DAY | SIMULATIONS PLUS 59
Slide 60: Why we win
PR OD UCT & T ECHN OL OGY Why we win 1 Scientific core 2 Architecture 3 Orchestration 4 Trustworthy AI 5 Scalable ecosystem 2026 INVESTOR DAY | SIMULATIONS PLUS 60
Slide 61: Validated engines, training & logic
PR OD UCT & T ECHN OL OGY Validated engines, training & logic Scientific core 2026 INVESTOR DAY | SIMULATIONS PLUS 61
Slide 62: Engines authoritative; AI grounded
PR OD UCT & T ECHN OL OGY Engines authoritative; AI grounded Interoperable workflows Grounded AI Optional cloud scale Integrated operational systems Architecture advantage 2026 INVESTOR DAY | SIMULATIONS PLUS 62
Slide 63: Declarative patterns; reusable pipelines
PR OD UCT & T ECHN OL OGY Declarative patterns; reusable pipelines Solving the workflow problem 2026 INVESTOR DAY | SIMULATIONS PLUS 63
Slide 64: Explainable. Constrained. Anchored.
PR OD UCT & T ECHN OL OGY Explainable. Constrained. Anchored. Inside validated scientific frames. Trustworthy AI 2026 INVESTOR DAY | SIMULATIONS PLUS 64
Slide 65: Sales across teams & lifecycle
PR OD UCT & T ECHN OL OGY Sales across teams & lifecycle Ecosystem scale 2026 INVESTOR DAY | SIMULATIONS PLUS 65
Slide 66: Scientific Services
RO ADMAP Scientific Services Jill Fiedler-Kelly PRESIDENT OF SERVICES SOLUTIONS 66
Slide 67: De-risking client development programs
S CIEN TIFIC S ER VICES De-risking client development programs Modeling and simulation services reduce uncertainty. 2026 INVESTOR DAY | SIMULATIONS PLUS 67
Slide 68: Our core consulting solutions
S CIEN T IFIC S ER VICES Our core consulting solutions PBPK & PBBM QSP & QST Clinical Pharmacology & Pharmacometrics Mechanistic insight that Mechanistic disease modeling Decision-quality PK/PD & exposure- reduces cost and clinical for efficacy & safety prediction response to support dose selection
Slide 69: Integrated cross-solution support offerings
S CIEN TIFIC S ER VICES Integrated cross-solution support offerings Case study 1 QSP + CPP Case study 2 FIH & Phase 2 Optimization PopPK + PBPK + QSP Faster formulation 2026 INVESTOR DAY | SIMULATIONS PLUS 69
Slide 70: Alignment with FDA's NAM roadmap
S CIEN TIFIC S ER VICES Alignment with FDA's NAM roadmap Services and software solutions support a reduction in animal testing. 2026 INVESTOR DAY | SIMULATIONS PLUS 70
Slide 71: Outcomes we support
CL OS IN G R EMA R K S Outcomes we support Competitive Relevance Durability advantage Reducing cost, time, and uncertainty 2026 INVESTOR DAY | SIMULATIONS PLUS 71
Slide 72: Shaping the next era
CL O S IN G R EMA R K S Shaping the next era We are an industry leader rooted in science, with the technology and vision to shape the next era of drug development. 30-year track record of growth and profitability Trusted by the biopharma industry and global regulatory bodies 2026 INVESTOR DAY | SIMU
Slide 73: MIDD is now core R&D infrastructure
CL O S IN G R EMA R K S MIDD is now core R&D infrastructure 30-year track record of growth and profitability Trusted by the biopharma industry and global regulatory bodies Integrated science Unified ecosystem 2026 INVESTOR DAY | SIMULATIONS PLUS 73
Slide 74: Powering the next decade of MIDD
CLO S ING REMARKS Powering the next decade of MIDD Shawn O’Connor CHIEF EXECUTIVE OFFICER 74
Slide 75: Science + Cloud + AI + Services = One coherent platform
CL OS IN G R EMA R K S Science + Cloud + AI + Services = One coherent platform 2026 INVESTOR DAY | SIMULATIONS PLUS 75
Slide 76: Q&A
Q&A 76