7 Comments

Good writeup, thanks!

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May 8, 2022Liked by YoungHamilton

Excellent analysis, insightful, many thanks!!

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Dec 31, 2021Liked by YoungHamilton

Nice write-up. Keep it up!

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optionality is defintely something I want to have in a company where invest, look at SEA

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Great write-up! About Veeva's expansion outside the life science sector with QualityOne, any news from Salesforce about breaching their agreement? Veeva's partnership with Salesforce is arguably its biggest risk isn't it?

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author

Thanks. You're saying there's a risk because QualityOne is outside of traditional pharma and biotech?

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I was referring to this - "While Veeva is branching out to selling software to non-life sciences companies in the chemical, CPG and cosmetic industries (QualityOne), selling a CRM system to these companies would violate the agreement with Salesforce.com".

I read that Veeva's agreement with Salesforce has been extended to just 2025. Renewal risk?

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