Sign in

    Kyle Crews • UBS

    Kyle Crews's questions to Certara Inc (CERT) leadership

    Kyle Crews's questions to Certara Inc (CERT) leadership • Q2 2025

    Question

    Kyle Crews of UBS Group questioned the organic decline in software bookings, asked for an early outlook on 2026 growth, and inquired how Certara plans to make regulators comfortable with AI's integration into model-informed drug development (MIDD).

    Answer

    CFO John Gallagher stated that the company does not rely on an improving end market and that R&D investments and product launches are intended to drive growth. CEO William Feehery addressed the AI question by emphasizing that the goal is not to create a 'black box' but to use AI to accelerate the creation of explainable models, improving speed and cost without sacrificing transparency.

    Ask Fintool Equity Research AI

    Kyle Crews's questions to Certara Inc (CERT) leadership • Q4 2024

    Question

    Kyle Crews sought clarification on the 2025 organic growth guidance for each business segment and asked about efforts to expand the Simcyp software's reach beyond its core consortium.

    Answer

    CFO John Gallagher broke down the 2025 organic growth guidance: 4-6% for the total company, 2-4% for services, and 6-8% for software. CEO William Feehery explained that Simcyp is delivered through multiple channels: the core consortium, direct software sales, and project-based services for smaller clients. He also noted that integrating Simcyp with QSP software is a key initiative to expand its user base.

    Ask Fintool Equity Research AI

    Kyle Crews's questions to Certara Inc (CERT) leadership • Q3 2024

    Question

    Kyle Crews asked about the drivers behind the unique demand for biosimulation and its divergence from the regulatory business, as well as the company's exposure to small versus large molecule drug development.

    Answer

    Executive William Feehery attributed strong biosimulation demand to three factors: sustained investment in product capabilities, increasing acceptance by regulatory agencies, and its cost-effectiveness compared to clinical trials. Regarding molecule types, he stated that Certara's business mirrors the pharmaceutical industry's R&D mix, and its tools are widely used for both small and large molecules, with usage for the latter growing in line with industry trends.

    Ask Fintool Equity Research AI

    Kyle Crews's questions to Medpace Holdings Inc (MEDP) leadership

    Kyle Crews's questions to Medpace Holdings Inc (MEDP) leadership • Q2 2025

    Question

    Kyle Crews from UBS Group asked about the potential impact of Sarepta's clinical trial hold on Medpace and requested broader commentary on the cell and gene therapy market.

    Answer

    CEO August Troendle stated definitively that the Sarepta situation has "no impact" on Medpace. He acknowledged the company has some exposure to the cell and gene therapy space but not a "great deal," and the specific issue with Sarepta is not expected to affect any of their ongoing programs.

    Ask Fintool Equity Research AI