Investment Thesis
IQVIA offers contract research (CRO), real-world data, and healthcare technology solutions to biopharma. Integrated data and clinical capabilities drive recurring revenue and high switching costs.
- Technology & Analytics: Real-world evidence and data platforms accelerate trials.
- CRO Scale: End-to-end clinical services span Phase I-IV.
- Long-Term Contracts: Multi-year engagements provide revenue visibility.