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IQVIA is a leading global provider of advanced analytics, technology solutions, and clinical research services to the life sciences industry, operating through three main segments . The company offers mission-critical information, technology solutions, and real-world insights, primarily serving biopharmaceutical clients with outsourced clinical research and trial services . IQVIA also provides healthcare provider and patient engagement services, contributing to its comprehensive suite of offerings .
- Research & Development Solutions (R&DS) - Provides outsourced clinical research and trial services primarily for biopharmaceutical clients, making it the largest contributor to IQVIA's total revenue.
- Technology & Analytics Solutions (TAS) - Offers mission-critical information, technology solutions, and real-world insights, significantly contributing to the company's revenue.
- Contract Sales & Medical Solutions (CSMS) - Delivers healthcare provider and patient engagement services, enhancing the company's comprehensive service offerings.
- Given that TAS revenue growth was approximately 3% in Q1 and 4% in Q2, what gives you confidence that TAS will achieve 6% to 7% growth in the second half, and what are the specific drivers behind this acceleration?
- Could you elaborate on the mix shift impacting margins in the second half, and specifically, what intra-segment factors are contributing to the slight lowering of EBITDA guidance?
- With large pharma reprioritizing their portfolios and increased cancellations of clinical trials, how is this affecting your R&DS bookings and backlog, and have cancellation trends improved recently?
- Considering the recent acceleration in EBP funding, how should we think about the potential shift in revenue mix between EBP and large pharma clients, and what implications does this have for your full-service versus FSP offerings?
- Given your strong cash flow performance and reduced leverage to 3.25x EBITDA, what are your priorities for capital allocation, particularly regarding M&A opportunities versus returning capital to shareholders?
Competitors mentioned in the company's latest 10K filing.
- Accenture
- Aetion
- Panalgo (a Norstella company)
- Cognizant Technology Solutions
- Fortrea
- Deloitte
- Pharmaceutical Product Development, Inc. (now part of Thermo Fisher Scientific Inc.)
- Relx
- IBM
- Infosys
- Cerner (an Oracle company)
- McKinsey
- NielsenIQ
- Optum Insight
- Parexel International Corporation
- Press Ganey
- RTI Health Solutions
- ICON plc
- Definitive Healthcare
- Cegedim
- Tempus
- Merative
- CompuGroup Medical
- Medidata
- Clarivate
- Veeva
- ZS Associates
- Syneos Health
- Amplity Health
- Eversana
- Inizio
- EPS Corporation
- Uniphar
- CMIC HOLDINGS Co., Ltd.