Topic

VEEV

A collection of 5 issues

"File over App", Veeva at JPM Healthcare Conference

Back in 2023, Steph Ango, CEO of Obsidian, wrote an intriguing piece titled “File over app”. It’s a bit philosophical piece. Some excerpt from the piece: “File over app is a philosophy: if you want to create digital artifacts that last, they must be files you can control, in

Software in Crosshairs: Part 2

After publishing “Software in Crosshairs” last week, I received some interesting feedback. One email from someone who works in enterprise SaaS stood out as he took bit of an issue with how Foundation Capital outlined incumbent companies’ inability to capture the context graphs. I am publishing his email with his

Veeva's Opportunity in Clinical Software

In my Veeva update a couple of days go, I highlighted the below chart to make the point that Veeva clearly expects clinical segment to be their major growth opportunity in their journey to reach $6 Billion revenue run-rate by 2030. Given that context, I wanted to deepen my understanding

Veeva Update

Most software stocks are in bit of a tough spot in 2025. Even till late October this year, IGV (tech-software ETF) was slightly trailing both SPY and QQQ, but today its YTD is lagging SPY and QQQ by ~10 and ~14 percentage points respectively. Veeva has experienced a more dramatic

Veeva: Durable Vertical Cloud Platform

You can listen to this Deep Dive here Peter Gassner, founder and CEO of Veeva Systems, apparently had a deep aversion to following the herd from his early childhood. True to his instinct, while in first grade he let his parents know that he doesn’t want to learn how