Thermo Fisher's multi-billion dollar acquisition of Clario, a clinical trial data company, signals a major industry shift towards digital solutions. This creates a compelling investment case for companies specializing in the software and data analytics that power modern drug development.
Published on October 29
The pharmaceutical industry is rapidly digitising, with major players like Thermo Fisher investing billions in data-driven solutions. Companies providing these essential technologies are positioned at the centre of this massive shift.
These companies are using artificial intelligence and advanced analytics to revolutionise how medicines are discovered and developed. This technology could dramatically reduce the time and cost of bringing new treatments to market.
Professional analysts have identified these firms as key beneficiaries of the pharmaceutical industry's digital transformation. Each company plays a crucial role in modernising clinical trials and drug development processes.
Thermo Fisher's £8.88 billion acquisition of Clario signals a pivotal shift towards digital solutions in drug development. This massive investment highlights how pharmaceutical giants are prioritising technology companies that can streamline clinical trials and accelerate research through data analytics and AI-powered tools.
This group focuses on companies at the intersection of healthcare and technology, providing essential software platforms, data analytics, and AI tools for drug discovery. These businesses benefit from the growing demand for efficient, data-integrated pharmaceutical research as the industry undergoes digital transformation.
Each company was handpicked by professional analysts for their role in modernising drug development. From computational platforms to clinical trial management systems, these firms provide the specialised technology that major pharmaceutical companies increasingly rely on to bring medicines to market faster.
Summary of total market capitalisation and component breakdown for the 'Pharma's Data-Driven Future' stock basket.
IQV: $37.08B
CRL: $9.25B
MEDP: $16.35B
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Part of Exinity Group 2015, serving over a million customers globally.
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Here are a few of the assets in this group. Create an account to unlock the full list.
IQVIA HOLDINGS INC
IQV
Current Price
$258.61
IQVIA Holdings is a global provider of clinical research services, commercial insights and healthcare intelligence to the life sciences and healthcare...
IQVIA Holdings is a global provider of clinical research services, commercial insights and healthcare intelligence to the life sciences and healthcare industries.
CHARLES RIVER LABORATORIES
CRL
Current Price
$299.56
Charles River Laboratories International provides essential products and services to help pharmaceutical and biotechnology companies accelerate their ...
Charles River Laboratories International provides essential products and services to help pharmaceutical and biotechnology companies accelerate their research and drug development efforts.
MEDPACE HOLDINGS INC
MEDP
Current Price
$609.13
Medpace Holdings is a scientifically driven, global, full-service clinical contract research organisation (CRO) providing phase I-IV clinical developm...
Medpace Holdings is a scientifically driven, global, full-service clinical contract research organisation (CRO) providing phase I-IV clinical development services.
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Use the growth calculator to see how much investing in these assets could return over one year, based on aggregated analyst sentiment provided by Refinitive Ltd.
If you invested across these assets:
In 12 months it might be worth:
+219.26%
On average, analysts expect assets in this group to grow 219.26% over the next year.
12 of 15 assets in this group are rated Buy by professional analysts.
