Sign in

    Francois Brisbois

    Research Analyst at Oppenheimer & Co. Inc.

    Francois Brisbois is Managing Director and Senior Analyst at Oppenheimer & Co. Inc., specializing in biotechnology research and covering an array of healthcare companies including Savara, Sensei Biotherapeutics, Abeona Therapeutics, Ovid Therapeutics, and Tarsus Pharmaceuticals. Over his career, he has issued more than 250 recommendations across 27 healthcare stocks, maintaining a strong focus on biotech with a 28.7% price target met ratio and a notable track record for early and high-upside calls such as DermTech’s rapid gain in 2021. Brisbois began his Wall Street career at Summer Street Research Partners, later holding senior analyst roles at Laidlaw Capital Markets and Craig-Hallum Capital before joining Oppenheimer, and holds a bachelor's degree in molecular biology from Colgate University and a Master of Science in pharmaceutical sciences from the University of Montreal. He is FINRA registered with Oppenheimer & Co. Inc., demonstrating industry qualification and regulatory compliance.

    Francois Brisbois's questions to Simulations Plus (SLP) leadership

    Francois Brisbois's questions to Simulations Plus (SLP) leadership • Q2 2025

    Question

    An analyst on behalf of Francois Brisbois at Oppenheimer & Co. Inc. asked for color on the 89% growth in the QSP business unit, specifically the customer profile for the atopic dermatitis model. He also inquired about the growth outlook for QSP and other potential indications the company is targeting.

    Answer

    Executive Shawn O'Connor explained that the strong QSP growth was driven by a large, high-ticket model license (upwards of $500k), which makes quarterly results lumpy. These licenses are typically sold to large pharma clients. He advised against projecting the 89% growth rate forward, suggesting instead to look at QSP growth on an annual basis. While he did not name specific new indications, he noted that QSP disease model licensing is a strong growth area, with smaller licenses providing more consistent quarterly revenue.

    Ask Fintool Equity Research AI