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Sep 8, 2024
In this final segment with Ted Trafford and Liam Eves, we:
- define what "book to bill" means and its importance to CROs
- review recent book to bill performance across the larger CROs
- discuss some trends I'm concerned about
- speculate a bit on site valuations and what's keeping big deals from being announced
- discuss how I picked a bad quarter to stop including DCT news in the quarterly recap
- contrast Walgreens vs Kroger and how to tell if a mega-corp is really committing to scale a clinical research business
𝑁𝑜𝑡𝑒: 𝑎 𝐵𝐴𝑅𝐷𝐴 𝑒𝑚𝑝𝑙𝑜𝑦𝑒𝑒 𝑚𝑒𝑠𝑠𝑎𝑔𝑒𝑑 𝑚𝑒 𝑡ℎ𝑒 𝑜𝑡ℎ𝑒𝑟 𝑑𝑎𝑦 𝑎𝑛𝑑 𝑠𝑎𝑖𝑑 "𝑡ℎ𝑒 𝑒𝑛𝑡𝑖𝑟𝑒 𝐷-𝐶𝑂𝐻𝑅𝑒 𝑝𝑟𝑜𝑔𝑟𝑎𝑚 𝑖𝑠 $100 𝑚𝑖𝑙𝑙𝑖𝑜𝑛 𝑎𝑠 𝑛𝑜𝑡𝑒𝑑 𝑖𝑛 𝑡ℎ𝑒 𝑊𝑎𝑙𝑔𝑟𝑒𝑒𝑛𝑠 𝑝𝑟𝑒𝑠𝑠 𝑟𝑒𝑙𝑒𝑎𝑠𝑒...𝑟𝑎𝑡ℎ𝑒𝑟 𝑡ℎ𝑎𝑛 𝑊𝑎𝑙𝑔𝑟𝑒𝑒𝑛𝑠 𝑠𝑜𝑙𝑒𝑙𝑦 𝑔𝑒𝑡𝑡𝑖𝑛𝑔 $100 𝑚𝑖𝑙𝑙𝑖𝑜𝑛"
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