TimesSquare Capital Management, an equity investment management company, released its “U.S. Focus Growth Strategy” second-quarter 2025 investor letter. A copy of the letter can be downloaded here. In the second quarter, equities saw double-digit returns as global economic activity expanded. Growth indexes outperformed the value counterparts in the quarter. The global risk factors like Beta, Momentum, and Residual Volatility were highly rewarded, while Earnings Quality, Value, and Growth were detracted. Furt ...

About Gilead SciencesGilead Sciences, Inc. is a biopharmaceutical company that has pursued and achieved breakthroughs in medicine for more than three decades, with the goal of creating a healthier world for all people. The company is committed to advancing innovative medicines to prevent and treat life-threatening diseases, including HIV, viral hepatitis, COVID-19, cancer and inflammation. Gilead operates in more than 35 countries worldwide, with headquarters in Foster City, California. Accessibility Statem ...

公司评级与目标价 - 重申Veeva买入评级 目标股价322美元[1] 公司财务表现 - Veeva收入增长连续三个季度加速[1] 分析师背景 - 分析师运营家族办公室基金 投资策略聚焦可持续成长型公司[1] - 基金目标为通过投资成长驱动型企业实现股东权益最大化[1] - 分析师拥有五年旧金山供应链初创公司战略领导经验[1] - 分析师曾与风险投资公司及初创企业合作推动用户获取业务增长[1] - 分析师在疫情期间成功为客户实现投资回报最大化[1] - 分析师创办获奖财经通讯 内容涵盖投资组合策略与宏观经济[1]

I gave a buy rating to Veeva Systems (NYSE: VEEV ) previously, as I was confident about the long-term growth outlook and VEEV's ability to continue executing well. The recent results gave me more conviction. The acceleratingI'm a passionate investor with a strong foundation in fundamental analysis and a keen eye for identifying undervalued companies with long-term growth potential. My investment approach is a blend of value investing principles and a focus on long-term growth. I believe in buying quality co ...

Question-and-Answer SessionBrian, I thought we'd kick things off with you since you're a new face for the audience here. Give us a little bit about your background and kind of how the first year has gone as CFO?Brian Van WagenerChief Financial Officer Yes. Well, nice to see everybody, and thanks for having us, Tyler, and thanks, everybody, for joining. I am coming up on the end of my freshman year here. So a couple of bumbles and awkward movements along the way. I got stuffed in a couple of lockers, but we ...

Veeva Systems (VEEV) 2025 Conference September 04, 2025 02:10 PM ET Company ParticipantsBrian Van Wagener - CFOPaul Shawah - EVP & Chief Commercial OfficerConference Call ParticipantsTyler Radke - MD & Senior Equity Research Analyst - SoftwareTyler RadkeHi, Radke here. I go ahead with the software team at Citi, and we are excited to have Veeva for the the next presentation. We have Paul Shawwa, the chief commercial officer, and Brian Van Wagner, the relatively new newly appointed CFO. I think it's been abou ...

市场采用情况 - 超过450家公司采用Veeva RIM进行监管信息管理 包括前20大生物制药公司中的19家[1] - 超过85家机构使用Veeva Submissions Publishing进行持续发布[3] 产品能力与创新 - Veeva RIM提供端到端解决方案 加速上市时间并改善全球利益相关者协作[2] - 持续创新包括与Accumulus Technologies和DNAnexus建立合作伙伴关系[1] - 与Accumulus平台集成可实现与全球70多个监管机构的即时同步信息共享[4] - 与DNAnexus Trusted Regulatory Spaces集成提供最佳数据共享能力以加速监管产品审批[5] 技术平台特性 - Veeva RIM在统一的云平台上简化全球监管流程[5] - 该平台是Veeva Development Cloud的组成部分 支持跨临床、质量、监管和安全的产品开发[5] 客户效益 - 监管团队采用新产品创新持续提高效率并缩短周期时间[2] - 持续发布功能减少返工并消除瓶颈 加速提交时间表[3] - 无缝监管提交使共同客户能够更快地为患者提供治疗方法[4] 公司背景 - 为生命科学行业提供行业云解决方案 包括软件、数据和业务咨询[6] - 服务超过1,500家客户 从全球最大生物制药公司到新兴生物技术公司[6] - 作为公益公司 致力于平衡所有利益相关者的利益[6]

核心观点 - Veeva Systems宣布其监管信息管理平台Veeva RIM已被超过450家公司采用 包括前20大生物制药公司中的19家 并通过与Accumulus Technologies和DNAnexus的合作 提升多卫生机构平台集成能力 以推动效率与合规性 [1][4][5] 产品采用与客户覆盖 - 超过450家公司采用Veeva RIM平台 其中前20大生物制药公司覆盖率达95% (19家) [1] - 超过85家机构使用Veeva Submissions Publishing实现持续发布 减少返工并加速提交时间线 [3] 技术创新与合作伙伴关系 - 与Accumulus Technologies合作 将其平台与Veeva RIM连接 实现与全球超过70家监管机构的即时数据共享 [4] - 集成DNAnexus Trusted Regulatory Spaces (TRS) 提供一流数据共享能力 促进跨机构协作并加速产品审批 [5] 平台功能与行业价值 - Veeva RIM为监管生命周期提供端到端解决方案 加速产品上市时间 改善全球利益相关者协作 并实现无缝数据流 [2] - 平台基于统一云架构 涵盖临床、质量、监管和安全等领域 是Veeva Development Cloud的技术基础 [5] 公司背景与业务范围 - Veeva Systems为生命科学行业提供云软件、数据及商业咨询服务 客户超过1500家 涵盖大型生物制药公司及新兴生物技术企业 [6] - 作为公益企业(Public Benefit Corporation) 公司致力于平衡客户、员工、股东及行业利益相关者的利益 [6]

OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ____________________________________________________________________________________ FORM 10-Q ____________________________________________________________________________________ (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended July 31, 2025 (S ...

合作公告 - Veeva Systems与安进公司宣布合作推进临床试验创新 安进作为全球生物技术领导者将采用Veeva临床平台提升临床试验流程效率[1] - 合作旨在加速针对严重疾病患者的新药开发进程 体现安进对药物研发加速的承诺[1] 技术应用 - Veeva临床平台将作为标准化和互联流程的基础架构 加速救命药物向需求患者的交付[3] - 平台提供端到端临床试验运营支持 包含临床操作和数据应用的完整互联系统[4] - 具体涵盖CTMS、EDC、临床工作台(CDB)、RTSM、eCOA、eTMF、Site Connect和研究培训等组件[4] - 互联产品实现从研究启动到结束的流程优化 并自动化连接数据流[4] 合作实施 - Veeva业务咨询部门将协助安进完成系统实施和变更管理[3] - 通过先进技术解锁端到端试验运营新能力 强化快速大规模提供创新疗法的能力[2] 公司背景 - Veeva为生命科学行业提供行业云解决方案 包含软件、数据和业务咨询服务[5] - 公司服务超过1,500家客户 涵盖全球大型生物制药公司和新兴生物技术企业[5] - 作为公益企业 公司致力于平衡所有利益相关者包括客户、员工、股东和行业的利益[5]