Certara, Inc. (NASDAQ:CERT) Q1 2023 Results Conference Call May 8, 2023 5:00 PM ET Company Participants David Deuchler - Investor Relations William Feehery - Chief Executive Officer John Gallagher - Chief Financial Officer Conference Call Participants David Windley - Jefferies Vikram Purohit - Morgan Stanley Jeff Garro - Stephens Inc. Luke Sergott - Barclays Max Smock - William Blair Wolf Chanoff - Bank of America Joy Zhang - SVB Securities Gaurav Goparaju - Berenberg Capital Markets Joe Vruwink - Baird Ope ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2023 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Table of Contents • any disruption in the operations of the third-party providers who host our software solutions or any limitations on their capacity or interference with our use; • our ability to r ...

Financial Data and Key Metrics Changes - Total revenue for Q4 2022 was $86.6 million, representing a year-over-year growth of 15% on a reported basis and 18% on a constant currency basis [12][73] - For the full year 2022, total revenue was $335.6 million, which represents a 17% growth on a reported basis and 20% growth on a constant currency basis [12][61] - Adjusted EBITDA margin was 36.8% in Q4 2022 and 35.8% for the full year 2022 [57] - Reported adjusted net income for Q4 2022 was $25.2 million compared to $9.8 million for Q4 2021 [57] - Bookings for the trailing 12 months ended December 31, 2022, were $408.9 million, up 20% year-over-year [12][61] Business Line Data and Key Metrics Changes - Software bookings were $39.5 million in Q4 2022, increasing 22% from the prior year period [8] - Services revenue was $57.5 million in Q4 2022, which increased 15% over the prior year period on a reported basis and 18% on a constant currency basis [8][62] - Biosimulation services revenue growth was strong at 20% for the year, while regulatory services were a drag on overall growth [8][62] Market Data and Key Metrics Changes - Approximately 50% of the company's business comes from the top 50 pharmaceutical companies, with both segments growing about 15% in revenue during Q4 [14] - China currently represents about 2% to 3% of total revenues, indicating significant growth potential [23] - The company has been slightly underweight in Europe but has made investments to bolster its footprint there, which has been paying off [23] Company Strategy and Development Direction - The company is focused on expanding its biosimulation technology and services, aiming to disrupt drug innovation [60] - The strategy includes small bolt-on acquisitions to acquire talent and significant acquisitions to expand its software products in biosimulation [48] - The company is optimistic about the recovery of its regulatory business and expects improved performance in 2023 [61] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's position for growth in 2023, citing strong demand for biosimulation and successful integration of Pinnacle 21 [9][61] - The company has a conservative outlook for 2023, with revenue guidance in the range of $370 million to $385 million, representing 10% to 15% growth compared to 2022 [64] - Management noted that the regulatory business is expected to grow in the low single digits compared to 2022, with a focus on improving performance [64] Other Important Information - The company appointed John Gallagher as the new CFO effective April 1, 2023, following Andrew Schemick's decision to pursue other career goals [60][64] - The company ended the year with $236.6 million in cash and cash equivalents and $297.5 million in outstanding borrowings on its term loan [57] Q&A Session Summary Question: Can you provide insights on the size, growth, and margin profile of M&A? - Management indicated that the outlook for the year does not embed any M&A contributions beyond completed deals, but it could be a source of upside [1] Question: What is the performance of the software side and sales environment? - The software side showed better-than-expected performance, with strong traction in the marketplace and execution [5] Question: How is the regulatory business performing? - The regulatory business was down 3% year-over-year, but there are signs of recovery and optimism for growth in 2023 [79] Question: What are the pricing expectations for this year? - Pricing expectations are consistent with historical trends, in the range of 3% to 5% [21] Question: How is the company addressing opportunities in China and other geographies? - The company sees China as an opportunity, currently representing 2% to 3% of revenues, and is making investments to grow its presence there [23] Question: What is the status of the partnership with Memorial Sloan Kettering? - The partnership is still a work in progress, with valuable data being utilized for biosimulation, but significant results are expected to take two to three years [40]

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Certara Inc. (NASDAQ:CERT) Q3 2022 Results Conference Call November 7, 2022 5:00 PM ET Company Participants David Deuchler - IR William Feehery - CEO Andrew Schemick - CFO Conference Call Participants Dave Windley - Jefferies Max Smock - William Blair Luke Sergott - Barclays Joe Vruwink - Baird Wolf Chanoff - Bank of America Lu Li - Credit Suisse Operator Good day, and thank you for standing by. Welcome to the Certara Third Quarter 2022 Earnings Conference Call. At this time, all participants are in a liste ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2022 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-39799 Certara, Inc. (Exact name of registrant as specified in its charter) Delaware 82-2180925 (State or ...

Financial Data and Key Metrics Changes - The company reported second quarter revenue of $82.8 million, growing 18% year-over-year on a reported basis and 21% on a constant currency basis [9][23] - Adjusted EBITDA for the second quarter of 2022 was $28 million, compared to $25.5 million for the second quarter of 2021, representing 9% growth [37] - Net loss for the second quarter of 2022 was $0.6 million compared to a net loss of $2.9 million in the second quarter of 2021 [36] Business Line Data and Key Metrics Changes - Software revenue was $28.7 million, growing 48% year-over-year on a constant currency basis, with a 92% aggregate renewal rate [11][25] - Technology-driven services revenue was $54 million, representing a 10% growth on a constant currency basis compared to the second quarter of last year [16][28] - Regulatory services growth was flat, and the company is no longer forecasting it to grow at historical rates for the remainder of the year [29][19] Market Data and Key Metrics Changes - Trailing 12 months bookings came in at $393.5 million, up approximately 25% year-over-year on a reported basis [24] - The company experienced a slowdown in regulatory services due to delays in projects and recent regulatory decisions affecting Chinese customers [18][19] - The biosimulation services revenue continues to show robust growth in the high teens on a constant currency basis [16][29] Company Strategy and Development Direction - The company is committed to expanding the role of biosimulation to meet the needs of researchers, with new product launches such as the Simcyp Discovery Simulator [12][21] - There is a focus on investing in the team to expand existing customer relationships and establish new ones, particularly in biosimulation [17][21] - The company is adjusting its revenue guidance for the full year to $325 million to $335 million, reflecting a reduction due to foreign exchange and regulatory services performance [19][40] Management's Comments on Operating Environment and Future Outlook - Management noted that the regulatory services business has experienced more volatility than planned, and they are taking a more conservative outlook for the remainder of the year [18][19] - The company remains optimistic about the growth in biosimulation and Pinnacle 21, with opportunities to expand offerings throughout the drug development cycle [21][39] - Management expressed confidence in the company's ability to capitalize on opportunities despite challenges in the regulatory services segment [21][78] Other Important Information - The company ended the quarter with $194.8 million of cash and cash equivalents and had $299 million of outstanding borrowings under its term loan [38] - Adjusted diluted earnings per share for the second quarter of 2022 was $0.09, compared to $0.07 for the second quarter of 2021 [37] Q&A Session Summary Question: Visibility on Regulatory Services - Management indicated that visibility varies by client, with about 60% visibility on project start dates [46][47] Question: Update on Biologics Simulator and Pinnacle 21 - The biologics simulator is growing, and Pinnacle 21 is tracking well with early sales from new product launches [50][52] Question: Headwinds from Chinese Customers - The headwind is specific to the regulatory business, but there are opportunities for biosimulation to address concerns about diversity in submissions [54] Question: Length of Sales Cycle - The sales cycle typically runs a couple of quarters, with strong bookings on the biosimulation side despite challenges in regulatory [62][65] Question: Adjusted EBITDA Margin - The adjusted EBITDA margin was impacted by lower revenues and investments in corporate functions, with expectations for a more even margin through the back half of the year [71][73]

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Accelerating Medicines May 2022 Disclaimer Disclaimer The following presentation has been prepared by Certara, Inc. ("we", "us", or "the Company") solely for informational purposes and should not be construed to be, directly or indirectly, in whole or in part, an offer to buy or sell and/or an invitation and/or a recommendation and/or a solicitation of an offer to buy or sell any security or instrument or to participate in any investment or trading strategy, nor shall any part of it form the basis of, or be ...

Certara, Inc. (NASDAQ:CERT) Q1 2022 Earnings Conference Call May 5, 2022 5:00 PM ET Company Participants David Deuchler – Investor Relations William Feehery – Chief Executive Officer Andrew Schemick – Chief Financial Officer Conference Call Participants Dave Windley – Jefferies Wolf Chanoff – Bank of America Vikram Purohit – Morgan Stanley Justin Lin – William Blair Jacob Putman – Barclays Vikram Kesavabhotla – Baird Operator Good day, and thank you for standing by. Welcome to the Certara First Quarter 2022 ...