Veeva: Clinical Trial Platform Monopoly With Huge Untapped Opportunities

JHVEPhoto Since I presented my ‘Strong Buy’ thesis for Veeva Systems (NYSE:VEEV) in June 2023, their stock price has surged by 21%. I discussed their data analytics and AI capabilities in the healthcare industry. They guide 15.5% revenue growth and 27% adjusted operating income growth for FY25. Veeva clinical platform connects clinical operations and data management, supporting healthcare customers in navigating trial collaborations. I think it is an untapped market and could generate long-term growth f ...