• Certara, Inc. has announced that Jon Resnick, a long-time IQVIA executive, will assume the roles of Chief Executive Officer and board member on January 1, 2026, succeeding Dr. William F. Feehery, whose employment and board service will end on December 31, 2025 and be treated as a termination without cause under his existing agreement.
• This leadership change places a healthcare data and real-world evidence specialist at the helm, potentially influencing how Certara aligns its biosimulation and model-informed drug development offerings with evolving regulatory and pharma customer needs.
• We’ll now examine how bringing in an IQVIA veteran as CEO may influence Certara’s biosimulation-led investment narrative and longer-term outlook.

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Certara Investment Narrative Recap

To own Certara, you need to believe biosimulation will keep gaining traction with regulators and pharma, and that Certara can turn that into durable, higher margin software and services revenue. The incoming CEO from IQVIA does not immediately change the most important near term catalyst, which is execution on the AI enabled MIDD and QSP platform rollout, but it could matter over time for how effectively Certara converts that opportunity and manages rising R&D and integration spending risk.

The recent appointment of Christopher Bouton as Chief Technology Officer, with a remit to drive Certara’s next generation, generative AI powered MIDD platform, is most relevant here, as it underscores the company’s commitment to AI enabled biosimulation just as an experienced healthcare data executive is set to take over as CEO. How well this tech roadmap translates into customer adoption and ROI will be central to whether the current product and acquisition investments pay off.

Yet investors also need to be aware that customer adoption of new AI driven biosimulation tools could prove slower and more uneven than...

Certara's narrative projects $519.5 million revenue and $7.4 million earnings by 2028. This requires 8.6% yearly revenue growth and a $0.6 million earnings decrease from $8.0 million today.

Uncover how Certara's forecasts yield a $13.21 fair value, a 53% upside to its current price.

Exploring Other Perspectives

Two Simply Wall St Community members see fair value for Certara between US$13.21 and US$18.55, compared with a current price near US$8.66. Against this backdrop, the key question is whether its AI enabled biosimulation platforms and new leadership can overcome pharma budget caution and adoption risk, so it is worth reviewing several different views before forming a conclusion.

Explore 2 other fair value estimates on Certara - why the stock might be worth over 2x more than the current price!

Build Your Own Certara Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Certara research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision.
• Our free Certara research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Certara's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.