BioCompounding

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[BioCompounding @BioCompounding]

@Pharmdca Wrote a deep dive and valuation piece on this a while back. Updated article going to drop soon. Previous article open to all free members. You can check it out here.

https://t.co/hnePXxYhog

[BioCompounding @BioCompounding]

@SleepWellTrung I wrote a deep dive and a valuation piece on this a while back as well. You can read it here. Going to publish an update soon!

https://t.co/hnePXxYhog

[BioCompounding @BioCompounding]

Pharma companies processed 5M data points/year in 2008. Today: 8 billion.

One Phase III trial alone generates 5.9M data points. That's a 600% surge.

This is why $VEEV exists — and why switching away from it is nearly impossible.

Read it all here!
https://t.co/DetNfcwae1

[BioCompounding @BioCompounding]

Just opened up my previous deep dive and valuation analysis for all free members for $ISRG. Write ups are from back in 2023.

Updated write ups to come by end of next week.

Check them out below
https://t.co/F7cUiEQVfF

[BioCompounding @BioCompounding]

$HCA starting to look attractive here!

What’s the thesis against it at this price?

[BioCompounding @BioCompounding]

Solid results from $VEEV.
Revenue guidance raised, Falcon will be launched end of year.

Shifting from seat based to seat + usage based.

Buybacks should control dilution going forward.

Continuing to hold my position!

[BioCompounding @BioCompounding]

https://t.co/hnePXxYhog

[BioCompounding @BioCompounding]

Just opened up my previous deep dive and valuation analysis for all free members for $ISRG. Write ups are from back in 2023.

Updated write ups to come by end of next week.

Check them out below
https://t.co/F7cUiEQVfF

[BioCompounding @BioCompounding]

Pharma companies processed 5M data points/year in 2008. Today: 8 billion.

One Phase III trial alone generates 5.9M data points. That's a 600% surge.

This is why $VEEV exists — and why switching away from it is nearly impossible.

Read it all here!
https://t.co/DetNfcwae1

[BioCompounding @BioCompounding]

@JKeynesAlpha Wrote a deep dive on it as well. Read it here: https://t.co/GzwnFLkepq

[BioCompounding @BioCompounding]

Read the full deep dive here:
https://t.co/GzwnFLkepq

[BioCompounding @BioCompounding]

The SaaSpocalypse is ending and $VEEV surged 10%

$VEEV has compounded free cash flow at 29% annually for 10 years

The market is pricing in ~3% FCF growth going forward.
That's mis-pricing, not a discount

Revenue doubles by 2030, the math doesn't add up.

Full deep dive below!

[BioCompounding @BioCompounding]

Read the full deep dive here: https://t.co/GzwnFLkepq

[BioCompounding @BioCompounding]

$VEEV stock implies the market expects ~3.4% FCF growth over the next 5 yrs.

Veeva has compounded FCF at 29% annually for the past decade and management is targeting $6B in revenue by 2030, double today.

The market is pricing near-stagnation for pharma tech's best compounders.

[BioCompounding @BioCompounding]

@OptionWell Thanks @OptionWell. Curious how do you manage positions that go against you?

Eg. if the stock price of a covered call drops below your purchase price what is the next step?
Similarly if the short put is deep in the money?

Thanks.

[BioCompounding @BioCompounding]

In 1941, a surgeon got frustrated with his hospital bed.

So he built a better one.

That surgeon was Homer Stryker.

The company he founded just crossed $25 billion in annual revenue.

But here's what most investors are missing about $SYK in 2026.
🧵

[BioCompounding @BioCompounding]

@OptionWell Thanks that’s clear. So how you do balance delta and yield when picking a strike?

[BioCompounding @BioCompounding]

You can now track my full healthcare portfolio on Savvy Trader!

https://t.co/y0LrWDhG5E

If you sign up there write to me and I will give you free access to our research platform as well.

[BioCompounding @BioCompounding]

Anyone have a view on $INCY? Any good material I can read?