On October 19, 2025, OpenEvidence announced a long-term partnership with Veeva Systems to develop and market Open Vista, an AI-powered platform aimed at expanding patient access to clinical trials, accelerating drug discovery, and improving adoption of approved medicines.
An interesting aspect is that OpenEvidence's clinical decision support AI is already actively used by more than 40% of U.S. physicians, providing a strong foundation for the new platform's healthcare reach.
We'll explore how partnering to harness widely adopted clinical AI tools factors into Veeva's broader investment narrative and growth potential.
To be a Veeva Systems shareholder, you generally need conviction in the AI-driven transformation of life sciences and the belief that Veeva's platforms, products, and partnerships can help anchor this shift. While the OpenEvidence alliance promises to amplify Veeva's reach with Open Vista, tapping into clinician-facing AI, this news does not fundamentally alter the most pressing catalyst—broader AI adoption by large pharma—nor the immediate risk of competitive pressure from tech incumbents and slower-than-expected enterprise rollout.
The most relevant recent announcement is Gilead Sciences' commitment to Veeva Vault CRM on September 10, 2025, which exemplifies growing traction of AI-powered commercial solutions. This partnership, together with OpenEvidence, solidifies Veeva's positioning with large pharma as digital workflows expand, underscoring how direct integration and adoption by global leaders serve as key levers for growth and industry relevance.
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Veeva Systems' narrative projects $4.3 billion revenue and $1.3 billion earnings by 2028. This requires 12.8% yearly revenue growth and a $490 million increase in earnings from $809.9 million today.
Seven investors in the Simply Wall St Community estimate Veeva's fair value ranging from US$221.78 to US$320.62. While opinions differ widely, expanding adoption of AI-powered suites remains a central theme for future performance.