Iqvia Partners with Boehringer Ingelheim for Data Transformation
Iqvia announced a strategic long-term collaboration with Boehringer Ingelheim. Boehringer Ingelheim has selected Iqvia's data-as-a-service technology offering as the accelerator to power its global commercial data harmonization and transformation. This collaboration will enable Boehringer Ingelheim to scale its commercial data products and analytics ambitions across therapeutic areas and regional teams.
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Exploring Opportunities: 3 Healthcare Stocks for Investors Seeking Growth Beyond Biotech
Health Care Stocks Performance: Health care stocks have rebounded in 2025, driven by improved valuations and earnings, despite lingering concerns about mid-single-digit growth in the sector.
Investment Trends: Investors are increasingly shifting focus from high-risk biotech to med tech and health care services, seeking recurring revenue models and scalable opportunities without the same drug development risks.
Company Highlights: Intuitive Surgical and Edwards Lifesciences are noted for their strong growth in the health care sector, with Intuitive Surgical benefiting from rising global procedure volumes and Edwards focusing on less invasive cardiac procedures.
IQVIA's Growth: IQVIA is gaining traction in data analytics and clinical trial management, becoming essential for pharmaceutical companies as drug pipelines grow more complex, while also benefiting from improved financial conditions and increased demand for its services.
CROs Decline as FDA Chief Makary Indicates Fewer Trials Needed for Drug Approvals
FDA Announcement Impact: FDA Commissioner Marty Makary stated that pharmaceutical companies will only need to submit results from one pivotal trial for most new drug approvals, which has negatively affected contract research organizations (CROs) like Charles River Laboratories, ICON, and IQVIA.
Market Reaction: Following the announcement, Medpace experienced the largest decline among CROs, dropping approximately 4%, while IQVIA and Fortrea saw a decrease of around 2%.
