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The Software Apocalypse Hit Veeva Systems — Here's Why We're Still Interested
Veeva Systems has been hammered by the AI-driven software selloff — but when you look past the stock chart, the fundamentals tell a completely different story. Zero debt, over $6 billion in cash, $1.4 billion in free cash flow, and a reverse DCF suggesting the market is pricing in only 5% growth. That seems like a very easy hurdle for Veeva to clear.
In this episode, Kasey breaks down why Veeva is far more than a boring CRM company. Built specifically for the biopharma and life sciences industry,
Veeva has embedded itself into every stage of the drug development process — from R&D and…
The skinny
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