Broader equities have not performed particularly well in 2025. The S&P 500 is barely in the black year to date. However, considering it hovered near bear market territory a few weeks ago, things aren't so bad.Stocks might not be out of the woods, though. Economic issues could arise, sending markets down, as the Trump administration continues to implement its trade agenda.That said, regardless of what happens on that front, there are plenty of companies worth investing in. Here are two great examples: Netfli ...

Core Insights - More than 50 medtech companies, including 11 of the top 20 and seven of the top 10 clinical research organizations, have adopted Veeva Clinical Platform applications to enhance efficiency and speed in medical device and diagnostics studies [1][2] - Companies using Veeva have reported significant improvements, achieving 50% faster study build times with Veeva EDC and 80% reductions in duplicate trial documents with Veeva eTMF [2] Company Adoption and Impact - The shift towards Veeva MedTech is driven by increasing regulatory requirements and the need for modern connected applications, moving away from siloed legacy solutions [1] - Veeva's applications enable scalability while ensuring compliance with local, regional, and global regulations [2] Customer Testimonials - Alcon reported a 50% standardization in clinical data operations within one year due to collaboration with Veeva [3] - LifeNet Health emphasized the consistent and compliant data collection enabled by Veeva's solutions for various study types [3] - Smith+Nephew noted a reduction of over 90% in quality control time and significant decreases in document creation times after implementing Veeva eTMF [3] Company Overview - Veeva Systems is recognized as the global leader in cloud software for the life sciences industry, serving over 1,000 customers, including major biopharmaceutical companies and emerging biotechs [5]

Core Insights - The 2025 Veeva MedTech Postmarket Quality Benchmark Report indicates that 88% of surveyed medtech companies are advancing postmarket quality management within the next three years to enhance compliance and innovation [1][7] - A significant portion of medtech companies, 68%, still rely on manual processes, which can lead to delays in addressing product issues and backlogs in complaint handling [2][7] - The report highlights the need for proactive and risk-based quality management, with 38% of respondents identifying it as a primary driver for advancing quality [3] Industry Trends - There is a strong emphasis on technology as an enabler for quality management, with 75% of respondents believing that advanced technology can drive automation for faster timelines and efficiency [4] - Despite the potential benefits, generative AI and robotic process automation are scarcely adopted, with less than 3% of companies applying these technologies reliably [5] - Gaps in employee training are evident, as only 19% of respondents feel their training programs adequately support postmarket quality teams [6] Strategic Recommendations - Organizations are encouraged to align strategic goals with modern technology solutions to transition from reactive issue management to proactive risk prevention [7] - The report suggests that streamlining quality operations can lead to improved management and execution, particularly through proactive actions and scaling processes [3][4]

Core Viewpoint - Veeva Systems Inc. (NYSE: VEEV) is rated as a hold, with the stock price nearing the new intrinsic value of approximately $275 per share [1]. Group 1: Investment Strategy - The investment approach is focused on a fundamental standpoint, emphasizing a "buy & hold" strategy for the long term [1]. - The analyst highlights a long-term investment horizon, concentrating on price and margin of safety while considering risks often overlooked by short-term analysts [1]. Group 2: Performance Metrics - According to TipRanks, a success rate of 77% indicates that copying Mario Silva's trades and holding each position for one year would yield 76.92% of transactions generating a profit, with an average return of 12.20% per rating [1].

Veeva Systems Inc. (NYSE:VEEV) Annual William Blair Growth Stock Conference June 4, 2025 2:20 PM ET Company Participants Brian Van Wagener - Chief Financial Officer Conference Call Participants Dylan Tyler Becker - William Blair & Company L.L.C., Research Division Yes, absolutely. So Veeva was founded in 2007 by Peter Gassner, still our CEO, originally as a vertical CRM company. So we were built on the Salesforce platform, selling CRM. Initially, the life sciences. The thesis for the business at that time h ...

Veeva Systems (VEEV) FY Conference Summary Company Overview - Veeva Systems was founded in 2007 by Peter Gassner as a vertical CRM company focused on the life sciences industry, evolving into a vertically driven software business with over 50 products across eight different suites [4][5] - The company achieved a revenue run rate of $3 billion in the past fiscal quarter and aims to reach $6 billion by 2030, indicating a strong growth trajectory [5][6] Industry Context - The life sciences industry is currently facing macroeconomic uncertainties, but Veeva's subscription-based model has insulated it from some of these effects [9][10] - Customers in the life sciences sector are adapting to macro disruptions post-COVID, becoming more confident in navigating uncertainties [9][10] Business Segments - Veeva's business is divided into two main segments: commercial and R&D, with both segments contributing roughly equally to revenue [13][14] - The commercial side includes CRM, marketing analytics (Crossix), and data cloud products, while the R&D side focuses on clinical trials, regulatory management, and safety [13][14][27] Product Differentiation - The Crossix business, which focuses on marketing analytics, has been a significant contributor to recent growth, utilizing a technology platform that allows for precise targeting in healthcare marketing [17][18] - Veeva is migrating customers from Salesforce-based CRM to its own Vault CRM, with a goal to complete this transition by September 2030 [20][21] Market Position and Competition - Veeva faces competition from various companies in different areas, such as IQVIA in data and Medidata in clinical data, but it is unique in offering an integrated platform across multiple applications [32][33] - The total addressable market (TAM) for Veeva in life sciences is estimated at $20 billion, with significant room for growth as the company currently operates at a $3 billion run rate [37][38] Financial Performance and Growth Strategy - Veeva has maintained a strong profitability profile, with a non-GAAP operating margin of 46% in Q1, and guidance for 44% for the year [40][41] - The company is focused on disciplined capital allocation, primarily considering M&A opportunities to support new market entries [67][68] Future Outlook - Veeva aims to build an "industry cloud" for life sciences, integrating various applications to enhance operational efficiency [30][50] - The company is also exploring horizontal software opportunities, starting with CRM, which is seen as a potential growth engine beyond 2030 [52][54] Key Takeaways - Veeva's strong focus on the life sciences sector, combined with its subscription-based model and integrated product offerings, positions it well for future growth despite current market uncertainties [9][10][37] - The company's commitment to innovation, customer partnerships, and operational efficiency is expected to drive its long-term success [70][71]

Core Insights - Veeva Systems and Sarah Cannon Research Institute (SCRI) have formed a strategic collaboration to enhance the efficiency of oncology clinical trials across SCRI's 200+ research sites [1][2] - The adoption of Veeva Clinical Platform aims to unify SCRI's contract research organization (CRO) and site management organization (SMO) for improved data flow and trial processes [1][2] Company Overview - Sarah Cannon Research Institute is a leading oncology research organization with a focus on community-based clinical trials, having conducted over 850 first-in-human clinical trials and contributed to the majority of new cancer therapies approved by the FDA in the last decade [4] - Veeva Systems is recognized as the global leader in cloud software for the life sciences industry, serving over 1,000 customers, including major biopharmaceutical companies and emerging biotechs [5] Technology and Innovation - The Veeva Clinical Platform is a comprehensive solution that integrates various clinical operations and data applications, streamlining the clinical trial process from start to finish [3] - The collaboration is expected to standardize operations on a single platform, enabling SCRI to deliver faster and more cost-effective clinical trials [3]

Core Insights - Astellas has selected Veeva Vault CRM globally and Veeva China CRM for its operations in China, aiming to enhance commercial agility and execution [1][2] - The collaboration with Veeva is expected to provide Astellas with technology solutions and data that align with its mission to deliver transformative therapies for patients [2] - Vault CRM is designed to meet the unique and evolving business needs and compliance requirements of the life sciences industry, facilitating seamless collaboration among sales, marketing, and medical teams [2] Company Overview - Veeva Systems is recognized as the global leader in cloud software for the life sciences sector, serving over 1,000 customers, including major biopharmaceutical companies and emerging biotechs [3] - The company is committed to innovation, product excellence, and balancing the interests of all stakeholders, including customers, employees, and shareholders [3]

BURLINGAME, Calif., June 04, 2025 (GLOBE NEWSWIRE) -- Today, Accumulus Synergy (“Accumulus”) announced a strategic partnership with Veeva Systems (“Veeva”) focused on enabling connectivity to help the life sciences industry more effectively exchange regulated information with national regulatory authorities (NRAs) around the world. The partnership aims to empower customers with the tools needed to meet today’s regulatory interoperability demands while maintaining the flexibility to adapt to the evolving reg ...

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