IQVIA Holdings, Inc. 실적 발표

Well, Dave, it sounds like you've been listening in in our highly secretive strategy session. I wish. I wish. All I can say is that yes, we are working on those things and I can leave it at that. And again, you would expect us to do that simply because we have great relationships with our clients and we are expanding upwards and downwards the set of capabilities you saw us buy discovery assets. In fact, we completed the Acquisition of the Charles Weaver assets in the hold. I guess that was the first part of the question to you, Mike. You want to make it say what? And that's basically what normally our acquisitions, we have guided to a point and a half for the year. But now that we did, it's going to add what? About 75, 80 million? Yeah. Like this year's revenue?

Yeah, I think the team is looking at it and will finalize it in the third quarters. But if there is an adjustment to our backlog for inactive trials, it's in the ballpark of 5%, not this 15% metric that was out there by competitor. And I think that it's important to note that if we do make an adjustment, It will have zero impact on any historical financial results, guidance, the next 12-month revenue from backlog, which is recorded zero. So again, it's something that we're looking into, and if we do something, we will talk about it in our third quarter call.

Sure. Thank you. Okay, so as you know, the EBP segment is 100% outsourced by definition. And again, as I want to reiterate, we are the largest CRO provider to the EBP segment. I think it's very clear from the numbers now. So that clearly is all outsourced. Mid-size, pretty much similar, except for some of the larger ones that Large Pharma is really where you've had that debate, insourcing, outsourcing, etc. Look, I want to tell you that large pharma clients are already telling us that because of the increasing extensive use of AI, and by the way, use of AI by large pharma is not starting on July 28 with a press release. It's been going on for more than two or three years. So the use of AI in discovery will only increase demand for CRO services. And our clients are actually telling us and asking us to gear up capacity as additional molecules will enter development. Some of our large-former clients are predicting they will double their study portfolio. And so they're asking us literally to ask thousands of FCEs in anticipation of those studies. So the additional demand with CROs is simply because, again, the dynamics of outsourcing remain the same. Some of these new molecules are identified through use of AI are in adjacent therapies where the client may not have all the therapeutic expertise. The additional capacity required, you know, no one is interested in adding more headcounts for specific trials. It's always more cost effective to use a CRO. And then the global footprint helps. The domain expertise, the regulatory and internal knowledge for study design, the site relationships and the network, the broad therapeutic coverage, the expensive data to land on the best design and successfully recruit more specialist patient populations, all of that lends itself to more outsourcing. So the current outsourcing for large pharma You know, we continue to increase as we look at our conversations with our clients and we model it out.