Simulations Plus lowers revenue guidance amid biopharma headwinds

Published 11/06/2025, 21:38
Simulations Plus lowers revenue guidance amid biopharma headwinds

RESEARCH TRIANGLE PARK, N.C. - Simulations Plus, Inc. (NASDAQ:SLP), a provider of biosimulation solutions to the biopharma industry, has reduced its fiscal 2025 revenue guidance, citing market uncertainties affecting pharmaceutical and biotech clients. According to InvestingPro data, the company, currently valued at $531 million, has demonstrated strong revenue growth of 21.5% over the last twelve months, though analysts have recently revised earnings expectations downward.

The company now expects to report third quarter fiscal 2025 revenue between $19 million and $20 million, with full-year revenue projected between $76 million and $80 million. The revised outlook comes as the company prepares to release its complete third quarter results on July 2. Despite current challenges, InvestingPro analysis shows the company maintains a strong financial position with a healthy current ratio of 4.37, indicating robust liquidity management.

According to CEO Shawn O’Connor, the company is facing "significant headwinds" due to market uncertainties related to funding, drug pricing, and potential tariffs, which have led to budget reductions, project cancellations, and delays among clients.

"While our software segment has remained relatively resilient, given its role as critical infrastructure in drug development programs, demand for services has proven more sensitive to market volatility and is coming in below our expectations," O’Connor said in a press release statement.

The company recently announced a strategic reorganization, transitioning from a business unit structure to a functionally driven operating model. This restructuring represents the final phase of a multi-year transformation aimed at streamlining operations and focusing resources on growth opportunities.

The preliminary financial results remain subject to finalization of quarter-end financial procedures, and actual results may differ from these estimates. The company will discuss detailed results and forward-looking information during its scheduled conference call on July 2.

Simulations Plus provides software and consulting services for drug discovery, development, research, and clinical trial operations to pharmaceutical and biotechnology companies worldwide.

In other recent news, Simulations Plus reported its second-quarter financial results for fiscal year 2025, revealing a revenue of $22.4 million, which is a 22.5% increase year-over-year and exceeded both BTIG’s and consensus estimates. Despite this revenue growth, the company’s adjusted EBITDA fell to $6.6 million, marking a 7.8% decline from the previous year, missing estimates from both BTIG and consensus. The company attributed the revenue beat to its Services division, which saw a 34% increase, though Software revenue slightly missed expectations. Simulations Plus maintained its full-year 2025 guidance, anticipating sequential improvements in revenue and EBITDA in the upcoming quarters.

Additionally, the company announced a series of leadership changes and a restructuring plan aimed at enhancing operational efficiency, which includes a workforce reduction. In a separate development, Simulations Plus launched DILIsym 11, a new version of its quantitative systems toxicology software, now featuring capabilities for predicting drug-induced liver injury in pediatric populations. This advancement is expected to improve safety assessments in children’s therapies.

Moreover, Simulations Plus appointed Grant Thornton as its new auditor after dismissing Rose, Snyder & Jacobs LLC, a decision made following a competitive process without any disagreements over accounting practices. Analyst firms have reacted to these developments with BTIG adjusting its price target for the company while maintaining a Buy rating, and Citizens JMP reaffirming a Market Perform rating, reflecting mixed views on the company’s financial performance and future prospects.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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