Core Insights - The 42nd Annual TD Cowen Healthcare Conference features a discussion with Certara's management team, including CEO Jon Resnick, who recently took on the role on January 1 of this year [1][2]. Group 1 - The conference serves as a platform for Certara to engage with investors and analysts, highlighting the importance of communication in the healthcare sector [1][2]. - Jon Resnick is expected to provide an overview of the company's performance and insights from the recent financial report released last week [3].

Summary of Certara FY Conference Call (March 03, 2026) Company Overview - **Company**: Certara (NasdaqGS:CERT) - **Industry**: Biotechnology and Pharmaceutical Services Key Points and Arguments Leadership Transition - John Gallagher, the new CFO, has been in the role for approximately 61-62 days and is focused on transitioning from fact-finding to actionable solutions for business growth [7][8][9] - The management team expresses optimism about the company's potential and the quality of its products and personnel [8][9] Growth Drivers - Certara has several market-leading products with growth potential, particularly in the MIDD (Model-Informed Drug Development) and Biosimulation sectors, which constitute about two-thirds of the business [12][13] - The company aims to enhance operational execution and customer-centricity, focusing on strategic clarity and disciplined product management [14][15] Regulatory Services Business - There is ongoing discussion about the future of the Regulatory services business, with mixed opinions on whether to sell or retain it. The business has shown resilience despite market pressures [17][19][22] - The CFO noted a 1.5 book-to-bill ratio in December, indicating strong performance despite external pressures [18][19] Financial Outlook - For FY 2026, Certara expects flat to 4% growth in top-line revenues, with low single-digit growth anticipated for both software and services [32][34][36] - The company reported a strong EBITDA margin of 32% for the previous year and aims to maintain similar margins despite increased investments in growth areas [46][48] AI Integration and Innovation - Certara is embedding AI capabilities into its existing products, such as Phoenix Cloud and Certara IQ, which are expected to drive growth in the near term [50][52] - The company anticipates that AI will enhance both technology and service offerings, with a focus on customer adoption and integration [54][55] Regulatory Relationships - Certara has established strong relationships with over 20 regulators globally, which aids in facilitating communication between biopharma customers and regulatory bodies [30][31] - The company is optimistic about the positive regulatory environment and its potential to drive business growth [30] Future Catalysts - Key growth catalysts include the transition of tier 1 customers to the cloud version of Phoenix and developments in QSP (Quantitative Systems Pharmacology) [61][62] - Certara is exploring new metrics to better communicate its growth and value beyond traditional service versus software bookings [63][64] Additional Important Insights - The management emphasizes the importance of innovation and operational changes to leverage external partnerships effectively [58] - The company is focused on understanding customer needs and enhancing its offerings to meet those demands [56][57] This summary encapsulates the critical insights from the Certara FY Conference Call, highlighting the company's strategic direction, financial outlook, and growth opportunities within the biotechnology and pharmaceutical services industry.

Biosimulation results highlight how model-informed approaches for drug development and regulatory decision-making save time and money.RADNOR, Pa., March 03, 2026 (GLOBE NEWSWIRE) -- Certara, Inc. (Nasdaq: CERT), a global leader in model-informed drug development, today announced its Simcyp® Simulator enabled physiologically-based pharmacokinetic (PBPK) modeling predictions accepted by the U.S. FDA in lieu of clinical studies to support the new drug application (NDA) for asciminib (Scemblix®). PBPK modeling ...

Core Viewpoint - Certara Inc. is a significant entity in the Medical - Biomedical and Genetics industry, focusing on software and services that expedite drug development. The company has received an "Outperform" rating from Leerink Partners, indicating a positive outlook for investors [1][5]. Financial Performance - The recent earnings report indicated a quarterly earnings per share (EPS) of $0.09, which was below the Zacks Consensus Estimate of $0.11, resulting in a negative surprise of 20.57%. This EPS also represents a decline from $0.15 in the same quarter last year [2][5]. - Certara reported quarterly revenue of $103.65 million for the period ending December 2025, slightly exceeding the Zacks Consensus Estimate by 0.41%. This revenue reflects an increase from $100.36 million reported in the same quarter of the previous year [3][5]. Stock Performance - Certara's stock is currently trading at $6.61, showing a minor increase of 0.23% or $0.015. The stock has fluctuated between a low of $6.04 and a high of $6.66 on the same day. Over the past year, the stock reached a high of $15.38 and a low of $6.04 [4]. - The company has a market capitalization of approximately $1.05 billion, with a trading volume of 2,780,555 shares [4].

Resnick argued Certara’s tools and scientific teams are positioned to benefit from those trends, citing the company’s 430 PhDs and MDs, more than 2,600 customers, and 23 agencies using its technologies. At the same time, he said the company has not converted its credibility into growth commensurate with the opportunity, and he pointed to a mix of factors that could explain the gap, including market acceptance, external headwinds, and internal execution issues.Resnick, who joined the company on Jan. 1, said ...

Certara (NasdaqGS:CERT) Q4 2025 Earnings call February 26, 2026 08:30 AM ET Company ParticipantsDavid Deuchler - Investor RelationsJeff Garro - Managing Director, Healthcare IT Equity ResearchJohn Gallagher - CFOJohn Park - Equity Research AssociateJon Resnick - CEOThomas Keller - Interim Chief Financial OfficerConference Call ParticipantsAnna Kruszenski - Equity Research AnalystBrendan Smith - Director, Life Science & Diagnostic Tools and Biotech AnalystChristine Raines - AnalystDavid Windley - Managing Di ...

Certara (NasdaqGS:CERT) Q4 2025 Earnings call February 26, 2026 08:30 AM ET Company ParticipantsDavid Deuchler - Investor RelationsJeff Garro - Managing Director, Healthcare IT Equity ResearchJohn Gallagher - SVP and CFOJohn Park - Equity Research AssociateJon Resnick - CEOThomas Keller - Independent Executive Coach and Strategic AdvisorConference Call ParticipantsAnna Kruszenski - Equity Research AnalystBrendan Smith - Director, Life Science & Diagnostic Tools and Biotech AnalystChristine Rains - Research ...

Certara (NasdaqGS:CERT) Q4 2025 Earnings call February 26, 2026 08:30 AM ET Speaker10Good day, and thank you for standing by. Welcome to Certara fourth quarter 2025 earnings conference call. At this time, all participants are in a listen-only mode. After the speaker's presentation, there will be a question-and-answer session. To ask a question during the session, you will need to press star 11 on your telephone. You will then hear an automated message advising your hand is raised. To withdraw your question, ...

Certara, Inc. (CERT) came out with quarterly earnings of $0.09 per share, missing the Zacks Consensus Estimate of $0.11 per share. This compares to earnings of $0.15 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -20.57%. A quarter ago, it was expected that this company would post earnings of $0.11 per share when it actually produced earnings of $0.14, delivering a surprise of +27.27%.Over the last four quarters, the company ...

February 26, 2026 Fourth Quarter & Full Year 2025 Financial Results Disclaimer Numerical figures in the presentation have been subject to rounding adjustments. Accordingly, numerical figures shown as totals in various tables may not be arithmetic aggregations of the figures that precede them. In addition, unless otherwise indicated, references to the "Company," "Certara," "we," "us," and "our" refer to Certara, Inc. and its consolidated subsidiaries. Trademarks and Service Marks The Certara design logo, "Ce ...