IMS Health, Inc. (NYSE:RX.DL)
CAPS Rating:
The Company provides critical business intelligence, including information, analytics and consulting services to the pharmaceutical and healthcare industries worldwide.
The Company provides critical business intelligence, including information, analytics and consulting services to the pharmaceutical and healthcare industries worldwide.
Recs
Currently undervalued. Wide moat: information on drug sales from wide variety of sources. Pharma companies have temporarily cut back on IMS's services, but longer term will have to come back to them.