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What smart money is saying about Simulations PlusUnited States flag

SLP · Healthcare · Medical - Healthcare Information Services · Market cap $284M

1 fund in our archive has pitched Simulations Plus — most recently Harding Loevner Global Small Companies Equity in December 2025.

Company profile

Simulations Plus, Inc. develops drug discovery and development software for modeling and simulation, and prediction of molecular properties utilizing artificial intelligence and machine learning based technology worldwide. It operates through four segments: Simulations Plus, Cognigen, DILIsym, and Lixoft. The company offers GastroPlus, which simulates the absorption and drug interaction of compounds administered to humans and animals; and DDDPlus and MembranePlus simulation products. It also provides products based on mechanistic and mathematical models, such as DILIsym, a quantitative systems pharmacology software; NAFLDsym; IPFsym; RENAsym; and MITOsym. In addition, the company provides Absorption, Distribution, Metabolism, Excretion, and Toxicity Predictor for chemistry-based computer program that takes molecular structures as inputs and predicts their properties; and MedChem Designer, as well as modeling and simulation products comprising MonolixSuite and PKPlus. Further, it provides population modeling and simulation contract research services; training and consulting services designed to accelerate pharmacometrics studies; and clinical-pharmacology-based consulting services in support of regulatory submissions. The company serves pharmaceutical, biotechnology, agrochemical, cosmetics, and food companies, as well as academic and regulatory agencies. Simulations Plus, Inc. was incorporated in 1996 and is headquartered in Lancaster, California.

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Summarize with Warren AI
2
Reported positions
1
Bought
1
Sold
3
Letters

Position history

Between Q3 2025 and Q4 2025, 2 fund letters reported a position in Simulations Plus — 1 opened or added to the position, 1 trimmed or exited.

Fund letters reporting a position in Simulations Plus, by quarter
QuarterLettersBoughtSoldTheses
Q4 20251101
Q3 20251010

Fund activity · 2 positions · 2 moves

  • “The portfolio’s newest Health Care holding is Simulations Plus, a US-based provider of advanced modeling and simulation software used in drug discovery and development.”
    Simulations Plus
  • ExitedConestoga
    September 2025
    “1. Simulations Plus, Inc. (SLP) SLP develops modeling and simulation software used in pharmaceutical drug discovery and development. The company has experienced slowing revenue growth as smaller biotech customers face funding pressures, reducing demand for its tools and services. Valuation remains elevated relative to peers despite moderating growth, raising concerns about risk/reward. Additionally, increased competition in drug-modeling software and uneven performance in consulting services could pressure margins. With near-term headwinds outweighing long-term potential, we decided to sell the stock.”
    Simulations Plus

Also mentioned · 1

These funds discuss Simulations Plus — as a competitor, benchmark or comparable — without disclosing a position in it.

Fund coverage · 1 thesis

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