Dave Larsen

Healthcare

Limited coverage. Only 5 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.

Companies

Questions

20%

Challenge RatePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.

Challenge Trend

Q3 '24Q3 '25

Focus Areas4 topics

Competitive Dynamics3Demand3Product Launch2Innovation & R&D1

Trends5 quarters

Questions per Quarter

Questions

Challenging

Companies Covered

Question History5 questions

VEEVVeeva Systems Inc.20% challenging5 quarters

2025 Q3

did these four already sign with Salesforce? Did they just sort of verbally tell you they're gonna go with Salesforce? How sort of final are those decisions

ChallengingCompetitive DynamicsView in transcript →

2025 Q2

How many total Vault CRM wins were there in the quarter

Product LaunchDemandView in transcript →

2025 Q1

does it also include, like, the specialty script data for medications that could be supplied in a hospital

Competitive DynamicsInnovation & R&DView in transcript →

2024 Q4

Did I see in prepared remarks that you won 20 Vault CRM clients in the quarter

Product LaunchDemandView in transcript →

2024 Q3

Can you maybe just talk about what the difference is there? Why are they seeing challenges but you are not

DemandCompetitive DynamicsView in transcript →

Dave Larsen (BTIG) — Tellvest