Can IQVIA (IQV) Leverage New Partnerships to Reinforce Its Global Clinical Trial Leadership?

• On August 11, 2025, Kexing Biopharm announced it has entered a comprehensive partnership with IQVIA to accelerate clinical development, regulatory approval, and commercialization of innovative drugs in Europe and other regulated markets.
• This collaboration highlights IQVIA’s role as a global partner for life sciences firms looking to navigate complex clinical and regulatory requirements to reach international markets faster.
• We'll explore how this agreement showcases IQVIA's global clinical trial expertise and shapes its investment narrative moving forward.

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IQVIA Holdings Investment Narrative Recap

For many IQVIA shareholders, the core investment thesis centers around the company’s ability to maintain leadership as a global partner for life sciences innovation, driving growth through clinical trial expertise, data solutions, and operational scale. The Kexing Biopharm partnership underscores IQVIA’s appeal to international biopharma clients; however, it does not materially change the most important near-term catalyst, accelerating adoption of AI-driven analytics, nor does it directly reduce the ongoing risks from pricing pressure and intense CRO competition.

Among recent announcements, IQVIA’s June 2025 collaboration with NVIDIA to launch healthcare-grade AI agents aligns closely with growth catalysts around operational efficiency and differentiation. These kinds of partnerships highlight where investors are watching for margin improvements, even as competitive and pricing conditions across the CRO sector remain top of mind.

By contrast, persistent margin risks due to intensified pricing pressure in contract research services are an issue that investors shouldn’t overlook ...

Read the full narrative on IQVIA Holdings (it's free!)

IQVIA Holdings' narrative projects $18.4 billion in revenue and $1.8 billion in earnings by 2028. This requires 5.5% yearly revenue growth and a $0.6 billion earnings increase from the current $1.2 billion.

Uncover how IQVIA Holdings' forecasts yield a $213.05 fair value, a 12% upside to its current price.

Exploring Other Perspectives

Simply Wall St Community participants estimate IQVIA’s fair value between US$213 and US$309, with four independent views shaping this wide spectrum. Amid these opinions, ongoing price competition in contract research remains a concern for future earnings strength, so considering several perspectives can shed more light on where the business might head.

Explore 4 other fair value estimates on IQVIA Holdings - why the stock might be worth as much as 63% more than the current price!

Build Your Own IQVIA Holdings Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your IQVIA Holdings research is our analysis highlighting 2 key rewards and 1 important warning sign that could impact your investment decision.
• Our free IQVIA Holdings research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate IQVIA Holdings' overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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