Latest news with #eTMF
Yahoo
3 days ago
- Business
- Yahoo
Veeva Systems Inc. (VEEV): A Bull Case Theory
We came across a bullish thesis on Veeva Systems Inc. (VEEV) on Compounding Your Wealth's Substack. In this article, we will summarize the bulls' thesis on VEEV. Veeva Systems Inc. (VEEV)'s share was trading at $279.70 as of 30th May. VEEV's trailing and forward P/E were 59.38 and 37.74 respectively according to Yahoo Finance. A close-up of a server array powering a cloud-services system. Veeva Systems delivered a strong Q1 FY2026 performance, with revenue reaching $759 million, up 16.7% year-over-year and surpassing estimates by 4.3%. Subscription services grew 18.9% to $634.8 million, while professional services rose 6.8%. Gross margin improved to 79.2%, but non-GAAP operating margin declined to 30.8% due to higher investments. EPS of $1.97 beat expectations by 13.2%. Billings increased 16.1%, and net new ARR more than doubled. Customer acquisition cost payback improved significantly, and share dilution was minimal. Veeva achieved its $3 billion annual revenue run rate ahead of schedule, driven by strong growth in Crossix and Vault CRM. Over 80 customers are now live on Vault CRM, with plans to reach 200 by FY2027. Four top 20 pharma firms have committed to the platform, highlighting its integration of sales, marketing, and medical functions. Clinical products continue to gain traction, with 19 of the top 20 pharma companies using eTMF and nine adopting EDC. Development Cloud is expected to grow 19% in FY2026, supported by cross-sell momentum. Data Cloud, especially Crossix and Compass, is expanding through deeper adoption and differentiated data sourcing. Veeva is also investing in a new Horizontal CRM initiative aimed at large enterprises, competing with incumbents like Salesforce. AI is central to Veeva's strategy, with embedded agents across CRM, safety, and regulatory functions promising significant industry efficiency gains by 2030. Customer sentiment remains positive, supported by a robust product roadmap. Veeva modestly raised its FY2026 guidance, reflecting strong execution and growing demand across verticals. Previously, we have covered Veeva Systems Inc. (VEEV) in March 2025 wherein we summarized a by Francesco Ferrari on Substack. The author highlighted Veeva Systems as a resilient, high-quality cloud software provider with strong recurring revenue and financials, making it a compelling investment. Since our last coverage, the stock is up 20.4% as of 30th May. Veeva Systems Inc. (VEEV) is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 55 hedge fund portfolios held VEEV at the end of the first quarter which was 60 in the previous quarter. While we acknowledge the potential of VEEV as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock. Disclosure: None. This article was originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
13-05-2025
- Business
- Yahoo
AO Foundation Selects Trial Interactive to Digitize Clinical Trial Operations
NEW YORK and DAVOS, Switzerland, May 13, 2025 (GLOBE NEWSWIRE) -- TransPerfect Life Sciences, a leading provider of content solutions and technologies to support global clinical trials and product development for the biopharmaceutical industry, today announced that the AO Foundation selected its award-winning Trial Interactive platform, including eISF, Study Collaborate, and eTMF, to support the foundation's upcoming clinical trials. Based in Davos, Switzerland, the AO Foundation is a not-for-profit organization that focuses on improving the treatment of musculoskeletal disorders and trauma. By integrating Trial Interactive's eClinical solutions, the AO Foundation is taking a significant step toward supporting its project managers and data scientists with a fully digital and inspection-ready infrastructure. "Our collaboration with the AO Foundation reflects a shared commitment to advancing healthcare through innovation," commented Michael Smyth, Division President of Trial Interactive. "By transitioning from legacy systems and paper-based processes to our robust and interoperable eClinical platform, the AO Foundation is well-positioned to achieve operational excellence and regulatory compliance." 'Trial Interactive's expertise is an excellent match to our engagement in clinical trials,' remarked Dr. Katrin Simioni, Deputy Head of Clinical Operations at the AO Foundation. 'Their platforms offer all features we need to improve our workflows, ensuring high-quality studies for our mission to improve patient treatment.' About the AO Foundation The AO Foundation is a medically guided, not-for-profit organization, a global network of surgeons, and the world's leading education, innovation, and research organization specializing in the surgical treatment of trauma and musculoskeletal disorders. Founded by a group of Swiss surgeons in 1958, the AO has established specialty areas for trauma, spine, craniomaxillofacial (CMF), veterinary (VET), and reconstructive surgery (Recon). The AO's clinical specialties continually redefine the state-of-the-art in their fields, maintaining activities in research, development, clinical investigation, innovation, and education. Today, the AO fosters one of the most extensive global networks of over half a million health-care professionals. Each year we offer over 850 educational events around the world, supported by around 8,000 faculty and attended by over 70,000 participants. To date, the AO has trained more than one million course participants. We have over 20,000 surgeon members working in the fields of trauma, spine, CMF, VET, and Recon. The AO has world-leading institutes in research and innovation, delivering value-added products and services to the AO's clinical specialties, its global network of surgeons and operating room personnel, and to its partners. They create new concepts for improved fracture care, deliver evidence-based decision-making, guarantee rigorous concept and product approval, and ensure the timely and comprehensive dissemination of knowledge and expertise. Innovation at the AO goes from bench to bedside, including basic research, product development, clinical validation, and more information, visit About Trial Interactive Trial Interactive is an industry leader in practical eClinical innovation that simplifies and automates clinical processes for sponsors, CROs, and sites around the world. The 21 CFR part 11-compliant, AI-powered platform delivers an author-to-archive collaboration experience with solutions for clinical document management, site selection, site activation, e-learning, compliance training, quality, and CTMS with seamless solution interoperability and indexing to the eTMF. Trial Interactive is consistently selected by clinical professionals for providing the most comprehensive yet intuitive experience with the most complete offering of technology and expert TMF services. Trial Interactive helps study teams streamline their operations by cutting unnecessary expenses, expediting timelines, reducing compliance risks, and improving operational excellence. For more information on Trial Interactive, please contact info@ or +1 212.400.8848, or visit About TransPerfect Life Sciences TransPerfect Life Sciences specializes in supporting the global development and commercialization of drugs, treatments, and devices designed to improve and save lives. Our comprehensive solutions include clinical trial management technology and services (TMF services, eTMF, CTMS, regulated content management, etc.), pharmacovigilance and safety solutions, translation and language services, and call center support. With offices in over 140 cities worldwide, TransPerfect Life Sciences is the ideal partner to simplify your path from lab to launch by driving quality, mitigating compliance risk, and enhancing patient engagement. For more information, please visit our website at Contact: Ryan Simper +1 212.689.5555mediainquiry@
