CEO Jon Resnick noted headwinds from the biotech winter, but also addressed the company's lack of internal execution and focus as a reason for underperformance.

The company has the world's largest team of QSP experts. Now it has the world's only integrated software platform allowing customers of all sizes to accelerate drug discovery and development.

This month's digest recaps the J.P. Morgan Healthcare Conference and previews the upcoming earnings season for Q4 2025.

This month I explore the recent surge in M&A activity, where 2025 ranks from a historical perspective, and evaluate the acquisition potential of the coverage ecosystem.

The American biotech sector has been mired in a recession since 2022. Picks and shovels businesses like Certara have had to temper their growth plans, with no end in sight. Certara IQ could change that in 2026.

A look at what to expect when companies report third-quarter 2025 operating results beginning in late October and extending through November.

Management maintained full-year 2025 revenue guidance, but a step-change in bookings from the Chemaxon acquisition has grown in the last three quarters. Revenue must grow, bookings must fall, or both revenue and bookings must fall.

A look at what to expect when companies report second-quarter 2025 operating results beginning in late July and extending through August.

A look at what to expect when companies report first-quarter 2025 operating results beginning in late April and extending through May.

The biosimulation leader issued full-year 2025 revenue and earnings guidance that assumes continued caution among customers. Software acquisitions are expected.

The acquisition gives Certara the leading biosimulation platform for biologics, but is unlikely to stave off headwinds on the horizon in 2024.

Solt DB Invest initiates written coverage of Certara, which is the 13th company to receive coverage. Certara is a leader in biosimulation software and services for the global drug development industry.

Our founder reduced the size of his positions in Certara and 10x Genomics to nearly double his position in AVITA Medical