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by a searcher
6yrs ago
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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by an intermediary
6yrs ago
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 redacted and redacted.