What do you think about $VEEV?

Fundamentals are good, but they're so small. How do you feel about investing into smaller companies like this? It's priced to assume like 2x+ more growth in topline and net income, but healthcare is in a very tough space and it's surely only a matter of time before it hits $VEEV's growth rates the way it's already hit other healthcare players, like REITs etc. I basically wonder if larger established companies like IQVIA can just one day duplicate the product, and have a better distribution in place. Good enough convex bet to warrant starting a position now? Size appropriately to allow for one more addition if/when it craters again?