Simulations Plus在生物技术支出削减中下调指导，分析师表示怀疑-动脉网

Simulations Plus Slashes Guidance Amid Biotech Spending Cuts, Analyst Expresses Doubt

benzinga 等信源发布 2025-06-12 14:15

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Simulations Plus Inc

Simulations Plus公司

SLP

stock tanked after the company lowered its

公司下调其目标后，股票大跌

fiscal 2025 sales outlook

财政年度2025销售展望

。

The company expects third-quarter sales of $19 million-$20 million, much below the consensus of $22.78 million.

公司预计第三季度销售额为1900万至2000万美元，远低于2278万美元的共识。

On Wednesday, the company cut its 2025 sales forecast to $76 million—$80 million versus a consensus of $90.26 million, down from prior guidance

周三，该公司将其 2025 年的销售预测下调至 7600 万至 8000 万美元，而此前的普遍预期为 9026 万美元，低于之前的指导。

of $90 million—$93 million

9000万至9300万美元

。

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What's Going On With Charles River, Certara, Simulations Plus Stocks On Friday?

周五查尔斯河、Certara、Simulations Plus 的股票发生了什么？

'Market uncertainties surrounding future funding, drug pricing and potential tariffs are creating significant headwinds for both our pharmaceutical and biotech clients, resulting in budget reductions, project cancellations, and delays that are more pronounced than what we have experienced over the past two years,' said .

“围绕未来资金、药品定价和潜在关税的市场不确定性，正给我们的制药和生物技术客户带来巨大的阻力，导致预算削减、项目取消和延误，比我们过去两年所经历的情况更为严重，”该人士表示。

Shawn O'Connor

肖恩·奥康纳

, CEO of Simulations Plus.

Simulations Plus首席执行官。

'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.'

“虽然我们的软件部门保持了相对的韧性，因为它在药物开发项目中扮演着关键基础设施的角色，但事实证明，服务需求对市场波动更加敏感，低于我们的预期。”

Earlier in June, the company restructured its operations to reduce its workforce and implemented focused cost reductions to enhance operational efficiency and

6月早些时候，该公司重组了业务，减少了员工数量，并实施了有针对性的成本削减措施，以提高运营效率和

reduce operating expenses

减少运营费用

。

The workforce reduction will decrease the overall headcount by approximately 23 employees, representing approximately 10% of full-time employees as of the Effective Date.

裁员将使总员工人数减少约23人，占生效日全职员工总数的约10%。

The company estimates that it will incur approximately $0.7 million in charges for the restructuring.

公司估计，重组将产生约 70 万美元的费用。

William Blair

威廉·布莱尔

writes, 'We are surprised Simulations Plus decided not to include yesterday's update in its restructuring announcement last week (which has already caused the stock to fall by almost 17%).

写道：“我们感到惊讶的是，Simulations Plus 决定不在上周的重组公告中包括昨天的更新（这已经导致该股票下跌了近 17%）。”

'While we had assumed a guidance cut was coming on the back of last week's release, the size of the downward revision was significantly greater than we had expected. We are admittedly left with more questions than answers at this point, particularly with respect to the impact on margins for the remainder of this year and the company's outlook for fiscal 2026,' analyst Max Smock wrote on Thursday..

“虽然我们曾假设上周的发布后会有指导性预测的下调，但向下修正的幅度远大于我们的预期。分析师马克斯·斯莫克周四写道，我们承认目前留给我们的问题多于答案，特别是对于今年剩余时间对利润率的影响以及公司对2026财年的展望。”

William Blair maintains the Outperform

威廉·布莱尔维持其优于大盘的评级

rating on Simulations Plus

对Simulations Plus的评级

。

Price Action:

价格行为：

SLP stock is down 23.2% at $20.30 at the last check on Thursday.

SLP股票在周四的最后一次检查中下跌了23.2%，至20.30美元。

加载中...

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