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The Misfits: Simulations Plus (SLP)
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The Misfits: Simulations Plus (SLP)

Simulation Plus's success doesn't fit the profile of other Misfit stocks, but it could be a huge winner from a major FDA decision

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Misfit Alpha
Apr 13, 2025
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The Misfits: Simulations Plus (SLP)
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The Alchemist, Cornelis Bega, 1663, oil on canvas (National Gallery of Art)

One thing I will never be accused of with this newsletter is writing about newsworthy topics. A decent portion of the companies covered here probably want to stay out of the spotlight (if they are in the news, then something went spectacularly wrong).

Like the broken clock, even newsletters that do not attempt to be newsworthy will write about something in the headlines.

This is one of those weeks.

A company that’s been on my radar for several months is Simulations Plus (NASDAQ: SLP). It is one of the small, niche sausage-makers in the healthcare industry. No one would accuse it of being a “winning stock” over the past five years. Ever since going public, however it has delivered impressive results for its long-term shareholders (even if those returns were amplified by speculative buying).

chart

This company was on the back burner for a while because 1) it’s a complicated topic, and 2) the business was somewhat dependent on changes in how pharmaceutical companies develop and test new drugs.

Well, that change just got announced (we think) and it could have a profound impact on Simulations Plus.

Let’s dig in.


Shoutout to Koyfin for their data and charts. Koyfin has become an integral part of how I screen for, track, and analyze companies. Thanks to having a decade of data at my fingertips instead of manually going through stacks of quarterly and annual filings, the analysis process has become more thorough and much faster.

Up your analysis process by Signing up for Koyfin. Click on the link below and receive 10% off your annual subscription.

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Disclaimer: I have an affiliate partnership with Koyfin and receive compensation if you sign up via the link above. It helps me fund this endeavor. I would still recommend using it even if I didn’t have this partnership because it’s an awesome product, but I’d be stupid to turn down a revenue opportunity. You get a discount, Koyfin gets new business, and I get a commission. Win-win-win).

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