VEEV Veeva Systems Inc - Ordinary Shares - Class A

$VEEV This was slowly going back to the 220 - 230 range for a good entry point. Then some idiots go and buy with very little volume and put it back at 270. You are just spoiling the fun for everyone else. Haters...

$VEEV Veeva Systems (VEEV) • Conference commentary: At the Wells Fargo 21st Annual Healthcare Conference (Sept 9), Veeva outlined a strategy expanding from life‑sciences CRM into data, R&D software, and AI.[investing] • Institutional flows: Recent 13F filings show big moves: CalSTRS increased its stake by ~16,590% in Q2; Saudi Central Bank boosted its position by 78.5%.[marketbeat +1] • Sentiment/targets: Consensus rating is “Moderate Buy” with an average price target around $285.[marketbeat] What to watch: How management frames AI monetization in life sciences, CRM growth vs. new data/R&D modules, and any updates on commercial cloud adoption.

$VEEV Three things I know from 14 years in pharma: 1. "Global," typically means not exactly the US (more like there is US budget and then 'Global,' is everything else) 2. Ex US budgets are about 5 - 10% of US budgets (excluding EMA | PDMA) - it adds up, but "Global," usually means "Everything Else." 3. Veeva's 2021 censure in a US Federal Court isn't going to be forgotten for a few more years.

$VEEV I think the word, "Global," in all of these press releases is carrying a lot of weight. Guessing that means IQVIA took their US book and is handing Veeva the RoW business since IQVIA whipped them in court back in 2021 and Veev was caught lying to a fed judge.

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