Slide 1: Investor Presentation September 2021
1 | NASDAQ: SLP Investor Presentation NASDAQ: SLP September 2021 1
Slide 2: Safe Harbor Statement
Safe Harbor Statement 2 | NASDAQ: SLP 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
Slide 3: About Us
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 >140 Employees >10 yrs P r ofi t / r e v gr owth >1300 Publications >70 Sci
Slide 4: Investment Highlights
Investment Highlights 4 | NASDAQ: SLP 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
Slide 5: Our Markets
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 $176B³ Annual Pharma
Slide 6: Drug Development Challenges
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 administered? How is it supposed to work? What is the desired effect? What are the risks? Lead Selection Phar ma c o l ogy A DMET DMPK T r e a t
Slide 7: Our Value Proposition
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 Approval 7 | NASDAQ:
Slide 8: How We Help – Software and Services
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 reporting Therapeutic, m
Slide 9: Consulting Services & Regulatory Interactions
Consulting Services & Regulatory Interactions QSP/QST Other Software Solutions Span Drug Development Process Guiding the path between M&S and pharma R&D Cheminformatics AI ML PBPK/ P B B M Pharmacometrics 9 | NASDAQ: SLP
Slide 10: PBPK/PBBM Solutions and AI Data Mining
Safety Clinical E ff i cacy AD M ET DMPK Tr e a tm en t Regimen Lead Selection Pharmacology Services PBPK/PBBM Preclinical Regulatory Consulting Software PBPK Software Solutions and AI Data Mining 10 | NASDAQ: SLP
Slide 11: QSP/QST Solutions
QSP/QST Solutions Services QSP Consulting QST Consulting Software S afe ty Clinical Effi c a cy A DMET DMPK Treatment Regimen Lead Selection Pharmacology 11 | NASDAQ: SLP
Slide 12: Pharmacometrics Solutions
Pharmacometrics Solutions Services Pharmacometrics Clinical Pharmacology Clinical Regulatory Consulting Software Sa fe ty Clinical Effi c a c y AD M ET DMPK Treatment Regimen Lead Se l e ct i o n Pharmacology 12 | NASDAQ: SLP
Slide 13: Product Gaps, Adjacencies & Extensions
Product Gaps, Adj a c en c i e s & Extensions Consolidate Fr a g me n ted Market T a ke S h a re Low Pe n e tr a ti o n 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, expa
Slide 14: Environmental, Social, and Governance (ESG)
Environmental, Social, and Governance (ESG) Strategic priorities that form the foundation of our sustainability framework and highlights 14 | NASDAQ: SLP
Slide 15: Financials
Financials BB, SimulationsPIus 15 | NASORG:StP {aeeoom te
Slide 16: Revenue ($m)
$17.0 $18.5 $21.6 $ 2 2 . 3 $27.1 $12.7 $15.5 $20.0 $14.3 $19.1 F Y18 F Y19 F Y20 F Y21 Y T D TTM Software Services 16 | NASDAQ: SLP Revenue ($ m ) $29.7 $34.0 $36.6 $41.6 $46.2
Slide 17: Global Customer Base
69% Americas 19% EM E A 11% A P A C 17 | NASDAQ: SLP Global Customer Base Revenue By Region – YTD FY21
Slide 18: YTD Revenue Breakdown Through 3Q21
YTD Revenue Breakdown Through 3Q21 17% 60% PKPD QSP/QST 29% 43% 16% PBPK 14% 7% Other 14% Software Mix Services Mix Ot h er 18 | NASDAQ: SLP
Slide 19: Services Performance Metrics
Services Performance Metrics $11.8 $12.4 3Q20 3Q21 Backlog (in millions) 50 64 45 17 18 18 41 54 33 35 3Q19 136 108 131 Projects During Qtr. Backlog Q S P / Q S T 3Q20 PBPK PK P D 3Q21 Other 19 | NASDAQ: SLP
Slide 20: Summary
Sum m ary 20 | NASDAQ: SLP 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
Slide 21: References
References 21 | NASDAQ: SLP 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 Beh
Slide 22: Thank you! Investor Relations Contacts
Thank you! Investor Relations Contacts: Brian Siegel Managing Director Hayden IR +1 - 346 - 396 - 8696 brian@haydenir.com Renee Bouche Simu l a ti on s P l us +1 - 661 - 723 - 7723 renee@simulations - plus.com Learn More! www.simulations - plus.com 22 | NASDAQ: SLP