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Core Viewpoint - Rosen Law Firm is investigating potential securities claims on behalf of shareholders of Simulations Plus, Inc. due to allegations of materially misleading business information issued to the investing public [1]. Group 1: Legal Action and Investor Rights - Shareholders who purchased Simulations Plus securities may be entitled to compensation through a contingency fee arrangement, with no out-of-pocket fees or costs [2]. - A class action is being prepared by Rosen Law Firm to seek recovery of investor losses [2]. Group 2: Company Performance and Market Reaction - On July 15, 2025, Simulations Plus reported sales of $20.4 million for the third quarter of 2025, which was a 10% year-over-year increase but fell short of the consensus estimate of $20.9 million [3]. - The company had previously released preliminary sales figures in June that were lower than expectations, with estimates ranging from $19 million to $20 million compared to a consensus of $22.78 million [3]. - Following the earnings report, Simulations Plus stock experienced a significant decline of 25.75% on July 15, 2025 [3]. Group 3: Rosen Law Firm's Credentials - Rosen Law Firm has a strong track record in securities class actions, having achieved the largest securities class action settlement against a Chinese company [4]. - The firm was ranked No. 1 by ISS Securities Class Action Services for the number of securities class action settlements in 2017 and has consistently ranked in the top 4 since 2013, recovering hundreds of millions of dollars for investors [4]. - In 2019, the firm secured over $438 million for investors, and its founding partner was recognized as a Titan of Plaintiffs' Bar by Law360 in 2020 [4].

Core Viewpoint - Rosen Law Firm is investigating potential securities claims on behalf of shareholders of Simulations Plus, Inc. due to allegations of materially misleading business information issued by the company [1]. Group 1: Company Performance - Simulations Plus reported sales of $20.4 million for the third quarter of 2025, which is a 10% year-over-year increase but fell short of the consensus estimate of $20.9 million [3]. - The company had previously released preliminary third-quarter sales figures in June, which were already lower than expectations at $19 million to $20 million, compared to a consensus of $22.78 million [3]. - Following the earnings report, Simulations Plus stock experienced a significant decline of 25.75% on July 15, 2025 [3]. Group 2: Legal Action - Investors who purchased Simulations Plus securities may be entitled to compensation through a class action lawsuit being prepared by Rosen Law Firm, with no out-of-pocket fees or costs due to a contingency fee arrangement [2]. - Interested investors can join the prospective class action by submitting a form or contacting the law firm directly for more information [2]. Group 3: Rosen Law Firm's Credentials - Rosen Law Firm has a strong track record in securities class actions, having achieved the largest securities class action settlement against a Chinese company and being ranked No. 1 for the number of settlements in 2017 [4]. - The firm has recovered hundreds of millions of dollars for investors, including over $438 million in 2019 alone [4]. - Founding partner Laurence Rosen was recognized as a Titan of Plaintiffs' Bar by Law360 in 2020, and many attorneys at the firm have received accolades from Lawdragon and Super Lawyers [4].

PresentationShawn O'ConnorChief Executive Officer Good afternoon or evening as the case may be, and welcome to Simulation Plus' Investor Day. I'd like to thank each of you for joining us, our shareholders, analysts, partners and members of the broader life sciences community. Today is an opportunity to step back from the day-to-day and evaluate where we are, where the industry is headed and where we are positioning Simulations Plus for the future. Let me briefly outline the agenda for our session. We'll be ...

Core Viewpoint - Rosen Law Firm is investigating potential securities claims on behalf of shareholders of Simulations Plus, Inc. due to allegations of materially misleading business information issued to the public [1]. Group 1: Legal Action and Investor Rights - Shareholders who purchased Simulations Plus securities may be entitled to compensation through a class action without any out-of-pocket fees, facilitated by a contingency fee arrangement [2]. - The Rosen Law Firm is preparing a class action to seek recovery of investor losses related to Simulations Plus [2]. Group 2: Company Performance and Market Reaction - Simulations Plus reported sales of $20.4 million for the third quarter of 2025, which is a 10% year-over-year increase but below the consensus estimate of $20.9 million [3]. - The company had previously released preliminary sales figures of $19 million to $20 million, which were also lower than the consensus estimate of $22.78 million [3]. - Following the earnings report and the negative outlook, Simulations Plus' stock fell by 25.75% on July 15, 2025 [3]. Group 3: Rosen Law Firm's Credentials - The Rosen Law Firm has a strong track record in securities class actions, having achieved the largest securities class action settlement against a Chinese company and being ranked No. 1 for the number of settlements in 2017 [4]. - The firm has recovered hundreds of millions of dollars for investors, including over $438 million in 2019 alone [4]. - Founding partner Laurence Rosen was recognized as a Titan of Plaintiffs' Bar by Law360 in 2020, highlighting the firm's expertise and success in this area [4].

Summary of Simulations Plus Investor Day - January 21, 2026 Company Overview - **Company**: Simulations Plus (NasdaqGS:SLP) - **Industry**: Biopharmaceutical modeling and simulation - **Focus**: Drug development, commercialization, and scientific consulting Core Points and Arguments Industry Transformation - The biopharma industry is undergoing significant changes, including: - Adoption of AI - Shift towards cloud-native scientific computation - Move away from animal testing - Increased reliance on model-informed drug development [2][12][50] Company Vision and Mission - **Vision**: Improve quality of life through innovative solutions - **Mission**: Create value for clients by accelerating the discovery, development, and commercialization of pharmaceuticals through science-based software and consulting solutions [3][2] Unique Value Proposition - Simulations Plus differentiates itself through: - A combination of scientific excellence and technological innovation - A robust suite of software products including GastroPlus, MonolixSuite, ADMET Predictor, DILIsym, and Thileys [4][5] - The company is evolving from point solutions to an integrated cloud-enabled ecosystem [5] Market Opportunity - Total Addressable Market (TAM) is approximately $12.5 billion: - $4 billion in traditional biosimulation - $8.5 billion in clinical trial training and medical communications [6] Client Needs and Industry Pressures - Clients face pressures from: - Economic factors increasing the cost and complexity of drug development - Scientific complexity requiring advanced modeling techniques - Technological expectations for integrated digital infrastructure [10][11][12] Regulatory Environment - Regulatory agencies are pushing for broader use of model-informed drug development and non-animal methodologies, which aligns with Simulations Plus's offerings [12][56] Strategic Shift - The company is transitioning from a tool provider to an ecosystem partner, focusing on integrated workflows and AI-assisted solutions [14][28] Additional Important Insights Product Strategy and Roadmap - The company is building a unified AI-orchestrated ecosystem that connects various aspects of drug development [20][25] - The architecture includes: - Validated modeling engines - Composition layer for data standardization - Grounded intelligence layer with AI copilots - Orchestration layer for automating workflows [21][22][24] Services and Consulting - Simulations Plus's services complement its product offerings by providing scientific consulting that informs software enhancements and optimizes workflows [33][34] - The consulting teams help clients navigate complex drug development decisions, reducing uncertainty and costs [34][35] Case Studies - Case studies illustrate the effectiveness of Simulations Plus's approach in reducing development timelines and costs while improving clinical trial success rates [41][43] Future Growth and Revenue Opportunities - The acquisition of Pro-ficiency has doubled the TAM and is expected to contribute to future growth [54][55] - The company anticipates increased demand for simulation and modeling services driven by FDA's NAMs guidance [56][58] Pricing Evolution - The company is evolving its pricing strategy to reflect the added value of its integrated ecosystem, with new monetization opportunities expected as the ecosystem matures [29][30] Conclusion - Simulations Plus is well-positioned to lead in the evolving landscape of model-informed drug development, leveraging its scientific expertise, technological innovations, and strategic partnerships to create a cohesive platform that meets the industry's growing demands [53]

SAN DIEGO, Jan. 20, 2026 (GLOBE NEWSWIRE) -- Johnson Fistel, PLLP announces that it is investigating potential claims on behalf of investors of Simulations Plus, Inc. (NASDAQ: SLP) regarding possible violations of federal securities laws. Investors who purchased Simulations Plus securities may be eligible to recover losses stemming from alleged misrepresentations and omissions made by the company and its executives. What if I purchased Simulations Plus securities?If you incurred significant losses and want ...

Core Viewpoint - Rosen Law Firm is investigating potential securities claims on behalf of shareholders of Simulations Plus, Inc. due to allegations of materially misleading business information issued by the company [1]. Group 1: Company Performance - Simulations Plus reported sales of $20.4 million for the third quarter of 2025, which is a 10% year-over-year increase but fell short of the consensus estimate of $20.9 million [3]. - The company had previously released preliminary third-quarter sales figures in June, which were lower than expectations at $19 million to $20 million, compared to a consensus of $22.78 million [3]. - Following the release of the third-quarter earnings report, Simulations Plus stock experienced a decline of 25.75% on July 15, 2025 [3]. Group 2: Legal Action - Investors who purchased Simulations Plus securities may be entitled to compensation through a class action lawsuit being prepared by Rosen Law Firm, with no out-of-pocket fees or costs due to a contingency fee arrangement [2]. - Interested investors can join the prospective class action by submitting a form or contacting the law firm directly [2]. Group 3: Rosen Law Firm's Credentials - Rosen Law Firm has a strong track record in securities class actions, having achieved the largest securities class action settlement against a Chinese company at the time [4]. - The firm was ranked No. 1 by ISS Securities Class Action Services for the number of securities class action settlements in 2017 and has consistently ranked in the top 4 since 2013, recovering hundreds of millions of dollars for investors [4]. - In 2019, the firm secured over $438 million for investors, and its founding partner was recognized as a Titan of Plaintiffs' Bar by Law360 in 2020 [4].

Revenue Performance - Total revenues decreased by $0.5 million, or 3%, to $18.4 million for the three months ended November 30, 2025, compared to $18.9 million for the same period in 2024[126]. - Software-related revenue decreased by $1.8 million, or 17%, primarily due to a $1.4 million decline in revenue from Clinical Operations and a $0.4 million decline from Development[126]. - Service-related revenue increased by $1.3 million, or 16%, driven by organic growth of $0.8 million from Commercialization and $0.5 million from Development[126]. - The company generated revenue primarily from software licenses, consulting services, and customized software platforms for the pharmaceutical industry[151]. Profitability - Gross profit increased by $1.5 million, or 15%, to $10.9 million for the three months ended November 30, 2025, compared to $10.2 million for the same period in 2024[130]. - Net income increased by $470,000, or 228%, to $676,000 for the three months ended November 30, 2025, compared to $206,000 for the same period in 2024[125]. Expenses - Research and development costs increased by $1.3 million, or 51%, to $3.9 million for the three months ended November 30, 2025, reflecting higher investment in product and platform development[133]. - R&D spend as a percentage of revenue increased to 16% for the three months ended November 30, 2025, from 10% for the same period in 2024[134]. - Sales and marketing expenses increased by $0.3 million, or 12%, to $3.2 million for the three months ended November 30, 2025[135]. - General and administrative expenses decreased by $1.4 million, or 25%, to $4.0 million for the three months ended November 30, 2025[136]. - Stock-based compensation costs were $1.5 million for the three months ended November 30, 2025, compared to $1.7 million for the same period in 2024[168]. Cash Flow - Cash provided by operating activities improved by $5.5 million to $4.2 million for the three months ended November 30, 2025, compared to net cash used of $1.3 million for the same period in 2024[144]. - Net cash used in operating activities was $1.3 million for the three months ended November 30, 2024, primarily due to a $3.7 million increase in accounts receivable and a $4.1 million decrease in other liabilities[145]. - Net cash used in investing activities was $4.9 million for the three months ended November 30, 2025, including $5.5 million invested in short-term investments and $0.9 million in capitalized software development costs[146]. - Net cash used in investing activities was $3.1 million for the three months ended November 30, 2024, with $3.5 million invested in short-term investments and $0.6 million in capitalized software development costs[147]. Capital Expenditures - Capitalized computer software development costs were $0.9 million and $0.7 million for the three months ended November 30, 2025, and November 30, 2024, respectively[155]. - Amortization of software development costs amounted to $0.7 million for the three months ended November 30, 2025, compared to $0.8 million for the same period in 2024[156]. - The company incurred $0.2 million for investing in intangible assets and a net working capital settlement related to the Pro-ficiency acquisition[147]. Share Repurchase - As of November 30, 2025, $30 million remains available for additional share repurchases under the authorized repurchase program[149]. Impairment - No impairment losses were recorded during the three months ended November 30, 2025, and November 30, 2024[162].

Core Insights - Simulations Plus, Inc. (SLP) reported first-quarter fiscal 2026 adjusted earnings of 13 cents per share, missing the Zacks Consensus Estimate by 27.8% and down from 17 cents in the prior-year quarter [1][12] - Quarterly revenues decreased by 3% year over year to $18.4 million, with software revenue declining amid strong service momentum, although the top line exceeded the consensus mark by 2% [2][12] Revenue Breakdown - Software revenues, accounting for 48% of total revenues, fell 17% year over year to $8.9 million, primarily due to challenging market conditions and client consolidation [5][12] - Services revenues, which made up 52% of total revenues, increased by 16% to $9.5 million, driven by strong performance in the MedCom business [7][12] Client and Market Dynamics - SLP ended the quarter with 302 commercial clients, generating an average revenue of $97,000 per client and maintaining an 88% renewal rate [6] - Management expressed confidence in the remainder of fiscal 2026, citing strong bookings, annual software price increases, and improving funding conditions for biopharma clients [3][12] Financial Metrics - The gross margin for the quarter was 59%, up from 54% in the prior-year quarter, with software segment gross margin at 84% and services gross margin at 36% [8][9] - Adjusted EBITDA declined to $3.5 million from $4.5 million in the prior-year quarter, with an adjusted EBITDA margin of 19% compared to 24% previously [9][10] Guidance and Outlook - SLP reaffirmed its fiscal 2026 revenue guidance, expecting revenues between $79 million and $82 million, indicating a 0-4% increase from fiscal 2025 [14] - The company anticipates adjusted earnings per share to be between $1.03 and $1.10, with an adjusted EBITDA margin between 26% and 30% [14]