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Certara, Inc. (CERT) Presents at Stephens Annual Investment Conference 2025 Transcript
Seeking Alphaยท 2025-11-18 21:48
Core Insights - The demand environment in Q3 showed a notable difference between Tier 1 large pharma customers and Tier 3 biotech companies, with the latter experiencing strong performance, particularly in biosim services, which saw double-digit growth [1][2] Group 1: Performance Analysis - Tier 3 biotech companies were highlighted as a strong performer in Q3, driven by a focus on those with favorable funding and skill sets to collaborate with Certara [1] - The strong performance in Tier 3 partially offset weaknesses observed in Tier 1 customers, indicating a shift in demand dynamics within the industry [2]