Accessibility StatementSkip Navigation Report shows completing manual data reconciliation, cleaning, and review takes each data manager more than 12 hours per week, per study BALTIMORE, Sept. 29, 2025 /PRNewswire/ --SCDM 2025 — Two-thirds of data managers and clinical research associates (CRAs) report that inefficiencies in manual data reconciliation, cleaning, and review will put clinical data quality at future risk. The Veeva Clinical Data Industry Research shows the main drivers adding time and effort i ...

Core Viewpoint - Veeva Systems Inc. Class A (VEEV.US) has been upgraded from AA to AAA in MSCI ESG ratings as of September 25, 2025 [1] Group 1 - The upgrade reflects an improvement in the company's environmental, social, and governance practices [1]

Core Points - Veeva Systems will host its 2025 Investor Day virtually on October 16, 2025, from 1:30 p.m. PT to approximately 3:30 p.m. PT [1] - The event will be broadcast live on the company's investor relations website, with an archived webcast available afterward [1] Company Overview - Veeva Systems provides industry cloud solutions for life sciences, including software, data, and business consulting [2] - The company serves over 1,500 customers, including major pharmaceutical companies and emerging biotechs [2] - As a Public Benefit Corporation, Veeva is dedicated to balancing the interests of all stakeholders, including customers, employees, and shareholders [2] Disclosure Practices - Veeva utilizes its investor relations website to disclose material non-public information and announce upcoming investor conferences [3] - Stakeholders are encouraged to monitor the investor relations website along with press releases and SEC filings for updates [3]

Core Insights - Bristol Myers Squibb (BMS) has committed to using Veeva Vault CRM to enhance customer engagement and decision-making in healthcare [1][2][3] Company Developments - Veeva Systems announced the partnership with BMS, highlighting the integration of AI into the customer journey to improve healthcare practitioner engagement [2][3] - The first Veeva AI agents for Vault CRM, including Pre-call Agent, Content Agent, Free Text Agent, and Voice Agent, are expected to be available in December 2025 [3] Industry Impact - The collaboration aims to transform how healthcare practitioners access information about innovative medicines, thereby supporting BMS's mission to deliver life-changing treatments to patients [2][3] - Veeva Systems serves over 1,500 customers in the life sciences sector, indicating a strong market presence and commitment to innovation [4]

Core Viewpoint - Dividend cuts can present investment opportunities, as the negative news is often already priced in, leading to potential undervaluation of assets [3][7]. Group 1: Market Reactions to Dividend Cuts - Wall Street analysts and individual investors often react negatively to dividend cuts, leading to knee-jerk selling of affected funds [2][3]. - BlackRock Health Sciences Term Trust (BMEZ) experienced a dividend cut, prompting some investors to sell, but this creates opportunities for contrarian investors [3][5]. Group 2: Closed-End Funds (CEFs) Dynamics - CEFs operate differently from ETFs or mutual funds, raising a fixed pool of capital at launch, which can lead to inefficiencies in trading [4]. - When investors sell CEF shares without considering underlying assets, discounts can widen, creating buying opportunities for savvy investors [4][7]. Group 3: BMEZ Fund Characteristics - BMEZ currently yields 9.2% and trades at an 11% discount to its net asset value (NAV), indicating a potential buying opportunity [7][12]. - The fund's portfolio includes biotech and medical device companies that may benefit from a favorable regulatory environment [6][8]. Group 4: Key Holdings and Performance - Alnylam (ALNY), a top holding in BMEZ, focuses on innovative RNA interference therapies and has seen significant stock gains under previous administration policies [8][9]. - Veeva Systems (VEEV), another key holding, has also performed well historically, benefiting from a favorable mergers and acquisitions environment [9][10]. - Dexcom (DXCM), the third largest holding, produces continuous glucose monitors and has experienced substantial stock growth [11]. Group 5: Future Outlook - The current administration's policies may support the healthcare sector, particularly for companies in BMEZ's portfolio, which could lead to further growth [12].

Group 1 - Alnylam Pharmaceuticals Inc is focused on developing therapies based on RNA interference technology, which has shown promise in treating rare genetic diseases [1] - DexCom Inc specializes in continuous glucose monitoring systems for diabetes management, indicating a growing demand for innovative health technology solutions [1] - Veeva Systems Inc Class A provides cloud-based software solutions for the global life sciences industry, highlighting the increasing reliance on digital transformation in healthcare [1] Group 2 - BlackRock Health Sciences Trust II is an investment vehicle that targets companies in the health sciences sector, reflecting investor interest in healthcare as a resilient investment area [1]

Core Insights - TimesSquare Capital Management's "U.S. Focus Growth Strategy" reported strong performance in Q2 2025, with equities achieving double-digit returns as global economic activity expanded [1] - Growth indexes outperformed value counterparts, with U.S. small and mid-cap growth indexes showing better returns from stocks with high valuations, negative earnings, or low returns on equity [1] - The strategy returned 11.79% (gross) and 11.56% (net), compared to an 18.20% return for the Russell Midcap Growth Index [1] Company Focus: Veeva Systems Inc. (NYSE:VEEV) - Veeva Systems Inc. reported a one-month return of -0.14% and a 52-week gain of 24.85%, with a market capitalization of $45.009 billion as of September 10, 2025 [2] - The strategy received a 24% boost from Veeva Systems, which surpassed revenue and earnings expectations, achieving total revenue of $789 million [3][4] - Veeva's commercial subscription revenue growth accelerated, driven by its Crossix platform, and new AI-embedded features were announced for its Vault suite [3] Hedge Fund Interest - Veeva Systems was held by 61 hedge fund portfolios at the end of Q2 2025, an increase from 55 in the previous quarter [4] - Despite strong results, the company is not among the 30 most popular stocks among hedge funds, with some analysts suggesting other AI stocks may offer greater upside potential [4]

Core Insights - Gilead Sciences has committed to using Veeva Vault CRM, enhancing their long-standing partnership with Veeva Systems [1][2][7] - Veeva Vault CRM is designed to improve commercial execution through advanced AI capabilities, including pre-call planning and voice control [2][3] Company Overview - Veeva Systems provides cloud-based software and services tailored for the life sciences industry, serving over 1,500 customers, including major biopharmaceutical companies [3] - Gilead Sciences is a biopharmaceutical company focused on innovative medicines for life-threatening diseases, operating in over 35 countries [4]

Core Viewpoint - Veeva (NYSE: VEEV) is experiencing accelerated revenue growth, leading to a reiterated "buy" rating with a price target of $322 per share [1]. Company Overview - Veeva is positioned in the market as a growth-driven company focusing on sustainable investment strategies [1]. Investment Strategy - The investment strategy emphasizes maximizing shareholder equity by targeting companies that meet growth-oriented goals [1]. Analyst Background - The analyst has extensive experience in high-growth supply-chain start-ups and has worked with venture capital firms, enhancing user acquisition and maximizing returns during the pandemic [1]. Financial Literacy - The analyst aims to democratize financial literacy, making complex macroeconomic concepts more accessible and empowering for investors [1].

Group 1 - The analyst has previously given a buy rating to Veeva Systems (NYSE: VEEV) based on confidence in its long-term growth outlook and execution capabilities [1] - Recent results have strengthened the analyst's conviction regarding Veeva Systems' performance [1] - The investment approach focuses on identifying undervalued companies with long-term growth potential, blending value investing principles with a long-term growth focus [1]