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    Costine David

    Managing Director and senior equity analyst at Citizens JMP Securities, LLC

    Constantine Davides is a Managing Director and senior equity analyst at Citizens JMP Securities, LLC, specializing in healthcare services and alternative investments. He covers a broad range of healthcare and life sciences companies, leveraging over 20 years of industry experience to deliver equity research with a 31.63% success rate and an average analyst rating of 1.11 stars, alongside notable price targets and aggressive upside calls. Davides began his career after earning an MBA from Carnegie Mellon University, and has previously held key roles at Blackrock, Alphaone Capital Partners, Kingswood, and Westwicke before joining Citizens JMP Securities in June 2023. He is a CFA charterholder and serves as an influential mentor within the financial sector, recognized for his expertise in financial modeling, asset management, strategic investment analysis, and active engagement in sector innovation.

    Costine David's questions to Simulations Plus (SLP) leadership

    Costine David's questions to Simulations Plus (SLP) leadership • Q4 2024

    Question

    Costine David, on behalf of an unnamed analyst, asked about the company's pricing strategy for the upcoming year and how it compares to the previous year. He also inquired whether the company expects to see more operating leverage on its sales and R&D expenses in fiscal 2025 after several years of elevated growth.

    Answer

    Executive Shawn O'Connor stated that the price increase approach for fiscal 2025 is relatively comparable to last year's, which was less aggressive than in fiscal 2022. He affirmed that the company expects to gain more leverage from past investments in sales, marketing, and R&D, noting these investments have already driven strong execution. O'Connor emphasized a focus on returning the business to its historical profitability target of 35%+ adjusted EBITDA.

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