Veeva La Vida! Here Comes The Rebound For Veeva Systems

2026-02-09 09:50:52 ET

Thesis

Veeva Systems Inc. ( VEEV ) was founded in 2007 and is based in Pleasanton, CA. It provides cloud-based software and data solutions and business consulting services for life sciences companies, like biotech and pharmaceuticals. They are the market leader with an estimated 80% share across the entire industry, and list enterprises like Novo Nordisk ( NVO ), Merck ( MRK ), Eli Lilly ( LLY ), GSK ( GSK ), Bayer ( BAYRY ), Vertex ( VRTX ), Pfizer ( PFE ), Teva ( TEVA ), Novartis ( NVS ), Boehringer Ingelheim, and Haleon ( HLN ) as customers. They announce new partnerships and customer wins on a regular basis, for example this one with Biomarin ( BMRN ) recently....

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