Research Feed
IQVIA 10-K: Real Margin Compression, Overdone Selloff
IQVIA's FY2025 10-K confirms margin compression is real and AI risk is formally acknowledged — but at 11.85x forward P/E with RSI 14.2, the market has overshot fundamental deterioration by a wide margin. Three findings matter: 1. R&D margin compression is happening now — R&D Solutions segment profit