IQVIA: Increasingly Indispensable In Drug Development
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High Alpha Professor119 FollowersFollow5ShareSavePlay(18min)CommentsSummaryIQVIA Holdings is positioned as the indispensable data and technology backbone of the life sciences industry, far beyond a traditional CRO.Long-term revenue visibility is underpinned by a record $32.4B backlog, technology-driven margin expansion, and robust buyback-enhanced EPS growth.IQV’s unique, comprehensive data assets and AI-enabled services create a defensible moat, insulating it from both Big Tech and CRO competition.With 5% revenue growth, high single-digit EPS growth, and a 20–30% upside to a $285/share fair value, IQV offers durable, compounding returns. Love Employee/iStock via Getty Images Investment Thesis The scale of IQVIA Holdings (IQV) in healthcare information, real-world evidence collection, and AI-enabled trials and commercialization make it much more than a large CRO. Other CROs compete for share within the contract researchThis article was written byHigh Alpha Professor119 FollowersFollowDubai-based investor focused on building a resilient, income-generating portfolio with a long-term growth mindset. My approach is primarily long-only, blending dividend-paying equities, REITs, and other income strategies with selective growth opportunities. I believe in disciplined, fundamentals-driven investing, prioritizing capital preservation while compounding returns over time. Originally from India.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.Recommended For You