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    Morgan Gryga • Morgan Stanley

    Morgan Gryga's questions to Certara Inc (CERT) leadership

    Morgan Gryga's questions to Certara Inc (CERT) leadership • Q3 2024

    Question

    Morgan Gryga, on for Vikram Purohit, asked for more details on the specific improvements observed with Tier 1 customers between the second and third quarters.

    Answer

    Executive John Gallagher explained that after seeing pressure in Q2, Certara saw stability and some improvement with Tier 1 customers in Q3. He clarified that while software performance remained strong, the services business saw an acceleration in biosimulation services among Tier 1 clients, which was partially offset by a contraction in the regulatory services business for that same customer tier.

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    Morgan Gryga's questions to Halozyme Therapeutics Inc (HALO) leadership

    Morgan Gryga's questions to Halozyme Therapeutics Inc (HALO) leadership • Q3 2024

    Question

    Morgan Gryga of Morgan Stanley inquired about the early outlook for subcutaneous conversion rates for the recent OCREVUS and Tecentriq launches, asking about the potential ramp in coming quarters and the long-term steady state.

    Answer

    President and CEO Dr. Helen Torley explained that the strategy for OCREVUS is market growth, not immediate IV conversion, aiming to add a $2 billion sales opportunity. For Tecentriq, the focus is on converting specific patient populations to simplify regimens, with potential conversion rates comparable to the 60% seen with Herceptin in Europe.

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