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    Avantika Dhabaria • BofA Securities

    Avantika Dhabaria's questions to Certara Inc (CERT) leadership

    Avantika Dhabaria's questions to Certara Inc (CERT) leadership • Q3 2024

    Question

    Avantika Dhabaria, on for Michael Ryskin, asked about the reallocation of resources to the software business and whether the company is seeing a conversion of services customers into software customers.

    Answer

    Executive John Gallagher highlighted a strong year-to-date software net retention rate of 110%, driven by renewals, expansion, and new logos. He noted a strong correlation between software performance and biosimulation services bookings, which saw strength in Q3 across Tier 1 and Tier 3 customers. This performance, however, was offset by weakness in regulatory services, indicating a synergy between software and biosim services rather than a direct customer conversion.

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    Avantika Dhabaria's questions to Stevanato Group SpA (STVN) leadership

    Avantika Dhabaria's questions to Stevanato Group SpA (STVN) leadership • Q3 2024

    Question

    Avantika Dhabaria of Evercore ISI questioned if the Street's mid-to-high single-digit top-line growth model for 2025 is a reasonable starting point, given current headwinds and the company's long-term targets.

    Answer

    CFO Marco Dal Lago confirmed it is a "reasonable assumption." He noted that while the pace of vial destocking recovery is an uncertainty, the company sees favorable tailwinds in high-performance syringes and other product categories. He also anticipates improvements in the Engineering segment and better financial performance from the new Fishers and Latina plants as they scale.

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