- Eli Lilly and Company (LLY)
- Merck & Company Inc. (MRK)
- Veeva Systems Inc. Class A (VEEV)
- Lantheus Holdings Inc. (LNTH)
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!