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Simulations Plus (SLP) investor relations material
Simulations Plus Status update summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Overview of OBESITYsym model and its applications
OBESITYsym is a mechanistic QSP model designed to predict weight loss and nausea in obesity treatments, integrating calorie balance and pharmacologic effects across various drug modalities.
The model is built using proprietary software (Thales), enabling simulation and prediction for both injected and oral medications, including semaglutide, liraglutide, tirzepatide, Orforglipron, and retatrutide.
OBESITYsym can translate preclinical data to first-in-human predictions and is expandable to accommodate new mechanisms and targets.
The model accounts for genetic and phenotypic variability, simulating diverse patient populations and integrating both pathophysiology and pharmacology.
Recent advances include discrete populations for type 2 diabetes and MASH, supporting simulation of metabolic syndrome beyond obesity alone.
Model methodology and validation
The model uses a mechanistic approach, integrating energy intake, expenditure, and pharmacologic effects, with simulated populations reflecting inter-patient variability.
Calibration and validation are performed using clinical trial data, with robust agreement between simulated and observed outcomes for weight loss and nausea across multiple drugs and dosing regimens.
The model supports complex dosing protocols and can simulate various uptitration schedules to optimize treatment strategies.
Translational predictions leverage potency ratios from in vitro studies to inform in vivo outcomes, aiding early clinical development.
The iterative modeling-data collection process enables rapid adaptation to new clinical data and evolving treatment paradigms.
Application to novel treatments and mechanistic insights
OBESITYsym was used to dissect the contributions of food intake reduction and energy expenditure in retatrutide, a GLP-GIP-GCG triple agonist, quantifying the glucagon receptor's effect on energy expenditure.
The model accurately predicted weight loss outcomes in recent TRIUMPH phase III studies for retatrutide, validating its translational capability.
Nausea prediction is robust, though ongoing data collection will further refine the model's ability to capture adverse event profiles.
Mechanistic differences in weight loss between obese and type 2 diabetic populations are modeled, including factors like urinary glucose excretion.
The platform is adaptable to new drug classes and mechanisms, provided sufficient clinical data are available for calibration.
- Q2 2026 revenue up 8% to $24.3M, with higher margins and strong outlook despite EPS guidance cut.SLP
Q2 202610 Apr 2026 - Integrated AI ecosystem and cross-selling drive future growth, with major upside in FY 2027.SLP
TD Cowen 46th Annual Health Care Conference3 Mar 2026 - All proposals passed with strong support; no shareholder questions were raised.SLP
AGM 202612 Feb 2026 - Virtual meeting to vote on directors, auditor, equity plan, and say-on-pay frequency.SLP
Proxy Filing4 Feb 2026 - Pro-ficiency integration and client budget trends drive growth outlook amid ongoing cost constraints.SLP
Stephens 26th Annual Investment Conference | NASH20243 Feb 2026 - $100M acquisition doubles market, expands platform, and boosts 2025 EPS outlook.SLP
M&A Announcement3 Feb 2026 - Q3 revenue up 14% to $18.5M; Pro-ficiency deal and dividend halt shift focus to growth.SLP
Q3 20243 Feb 2026 - Acquisition of Pro-ficiency doubles TAM and accelerates growth in biosimulation and clinical ops.SLP
KeyBanc Capital Markets Technology Leadership Forum2 Feb 2026 - AI, cloud, and validated science converge in a unified platform to accelerate drug development.SLP
Investor Day 202623 Jan 2026
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