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Eli Lilly and Company (LLY $762.18)
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Merck & Company Inc. (MRK $79.31)
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Veeva Systems Inc. Class A (VEEV $281.00)
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Lantheus Holdings Inc. (LNTH $71.56)
Q: Thank you for the detailed response earlier on VEEV's quarterly report. You noted that you feel it is still a "decent" long term hold. I am wondering if you have any other US healthcare names that you have much higher conviction of that you might recommend replacing VEEV with? I have lots of time and VEEV currently sits in RRSP.
Thanks!
Thanks!