Stock Picker’s Journey’s Substack shared a bullish thesis on Certara, Inc. with shares trading at $9.53 on August 6th. TD Cowen set a $51 target for Wayfair. Certara is a leader in biosimulation, trading below 1.7x book value and attracting notable investors like Select Equity and Wasatch Advisors.

Certara was taken public five years ago and has every major pharmaceutical company as a customer. With the FDA’s phaseout of animal testing, Certara stands to benefit. The company initiated its first-ever stock buyback, repurchasing $25 million last quarter. Certara presents an intriguing opportunity with strong industry tailwinds and high-caliber shareholders.

Unemployed Value Degen previously shared a bullish thesis on Schrödinger, Inc. in September 2024, focusing on the company’s AI-driven drug discovery model. Schrödinger’s stock price has depreciated by approximately 1.42% since coverage, but the thesis remains intact as the company progresses towards its dual-revenue model. Gregg Jahnke also sees potential in Certara’s biosimulation tailwinds.

Read more at Yahoo Finance: Certara, Inc. (CERT): A Bull Case Theory