Does anyone have experience in healthcare?

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April 13, 2020

by a searcher from University of Pennsylvania - The Wharton School in Greater Los Angeles, CA, USA


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Reply by an intermediary
from University of Pennsylvania in Durham, NC, USA
Credit Suisse published a CRO Industry Primer in June 2016 that might help you even though it's a few years old. It's easy to find with a Google search. Capstone Headwaters has published some good reports on the pharmaceutical outsourcing industry. I'd also take a look at https://www.outsourcing-pharma.com/ and https://www.pharmoutsourcing.com/.
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Reply by a searcher
from University of Western Ontario in Toronto, ON, Canada
This is an industry of interest of mine, as well, but it is difficult to find investment research. One thing I have found is that some of the leading large public cos. in the space appear to be: Iqvia Holdings (NYSE:IQV), PRA Health Sciences (NASDAQ:PRAH), Syneos Health (NASDAQ:SYNH), and ICON PLC (NASDAQ:ICLR). The equity research analyst reports and MD&A's are relatively helpful in understanding the space and its competitive landscape.
If you find more helpful resources, I would love to hear about them.
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