Steve Rubis, Analyst with Stifel, Nicolaus & Co., says investors in health care IT should take a look at Medidata Solutions Inc (MDSO). He believes the company is well-positioned to have pricing power over the next five to 10 years.
“It is the idea of what we call the era of biopharma productization. What that means is in the current environment, drugs are focused on running a trial, driving statistical significance, and with hopefully a better outcome than other therapies. And that is what drives the pricing and adoption,” Rubis says. “So in the era of productization, vendors think of Medidata and then CROs, the companies who are able to focus on leveraging data and technology to help biopharma build a better or more complete product, meaning to drive adherence and to drive intelligence around the patient state — and then ultimately help biopharma protect pricing.”
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Rubis says that what Medidata is doing in terms of its patient cloud, and focusing on how to implement and leverage mHealth devices in clinical trials will be a game-changing solution for the company.
“Ultimately, what we think will happen is Medidata Solutions will become the business intelligence tool of record or the must-have solution within biopharma vertical product development,” Rubis says. “We think it is a story that is very exciting, and something that people should be paying attention to.”
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