RSPH, an equal-weight healthcare ETF launched in 2006, has gained 17.92% year-to-date and 29.15% over the past year as of August 31, 2026. With $826.52 million in assets and a 0.40% expense ratio, it offers diversified exposure to 63 healthcare holdings. However, cheaper alternatives like VHT (0.09% expense ratio) and XLV (0.08% expense ratio) may be more suitable for cost-conscious investors seeking lower-risk options.

Veeva Systems (VEEV) reported Q2 fiscal 2027 adjusted EPS of $2.35, up 18.1% YoY and beating consensus by 5.9%, with revenues rising 17.6% to $928 million. The company raised its fiscal 2027 revenue guidance to $3.682-$3.687 billion and EPS to $9.21. Vault CRM momentum continued with over 180 customers live including five top 20 biopharmas, while the company advanced its AI strategy with Veeva Falcon.

The global eClinical Solutions market is projected to grow from USD 11.50 billion in 2025 to USD 42.55 billion by 2035, at a CAGR of 13.98%. Growth is driven by increased demand for efficient clinical trials, rising chronic disease prevalence, adoption of AI and cloud computing technologies, and decentralized trial models. Key players include Oracle, Veeva Systems, IQVIA, Medidata Solutions, and IBM Watson Health.

The global Pharmacovigilance Automation Market is expected to grow at a CAGR of 6.50% from 2025 to 2035, driven by increasing AI adoption, stringent drug safety regulations, and rising adverse event reporting volumes. North America leads with 38.60% market share, while Europe shows the fastest growth at 18.9% CAGR. Software solutions dominate with 72.40% market share, and pharmaceutical companies account for 58.60% of end-user demand.

Veeva Systems beat Q1 earnings expectations with EPS of $2.24 vs. $2.13 estimate and revenue of $882.95M vs. $853.65M estimate. Subscription revenue grew 15% year-over-year to $730.2M. The company raised FY2027 guidance for both EPS ($9.05 vs. $8.82 estimate) and revenue ($3.64-3.65B vs. $3.58B estimate). Despite these strong results, VEEV stock fell 6% to $168 in after-hours trading.

Accumulus Technologies launched Direct Connect for Veeva RIM, enabling real-time integration between regulatory information management systems and health authorities. The integration allows life sciences companies to manage regulatory interactions seamlessly within Veeva RIM while using Accumulus as a central global interface to regulators, reducing manual work and streamlining submission processes.

Accumulus Technologies has launched Accumulus Direct Connect for Veeva RIM, enabling real-time integration between regulatory information management systems and health authorities. The integration allows life sciences companies to streamline regulatory submissions and interactions within their existing Veeva RIM environment while using Accumulus as a single global connection point with regulators. Early adopter Amgen reports significant operational improvements including time savings and enhanced visibility.

The article recommends two growth stocks for long-term investors: Nvidia and Veeva Systems. Nvidia continues to lead the AI chip market with strong financial results and upcoming product releases expected to drive $1 trillion in orders through 2027. Veeva Systems, despite competitive pressures, maintains dominance in life sciences cloud solutions with high switching costs and strong financial growth, positioning both stocks as attractive investments for patient investors with a 5+ year horizon.

U.S. equities reached all-time highs on Friday as Apple's blowout Q2 earnings powered a broad technology rally. The S&P 500 advanced 0.7% to 7,262, while the Nasdaq 100 rose 1.1% to 27,743. Apple surged 5.1% on strong revenue and guidance, while software stocks like Atlassian, Twilio, and Reddit soared on earnings beats. Energy stocks declined as crude oil fell over 3%. Some mega-cap earnings disappointed, including Amgen and Roblox, which posted significant declines.

The clinical trial management system (CTMS) market is experiencing significant growth, expanding from $2.25 billion in 2025 to $2.54 billion in 2026 at a 13.1% CAGR, with projections reaching $4.2 billion by 2030. Growth is driven by increasing global clinical trials, adoption of cloud-based platforms, AI-powered analytics, and decentralized trial models. Key players are making strategic moves including platform launches and acquisitions to enhance technological capabilities.

The AI clinical trial protocol feasibility tool market is experiencing rapid expansion, growing from $0.83 billion in 2025 to $1.06 billion in 2026 with a 27.3% CAGR. The market is projected to reach $2.76 billion by 2030, driven by increasing protocol complexity, precision medicine focus, decentralized trial designs, and AI-enabled protocol optimization. Key players include IQVIA Holdings, SAS Institute, Veeva Systems, and Tempus AI, with North America leading and Asia-Pacific emerging as the fastest-growing region.

The clinical trial software market is expected to grow from $1.32 billion in 2025 to $2.53 billion by 2030, with a CAGR of 13.8%. Growth drivers include increased digitization, adoption of AI and cloud-based solutions, virtual and decentralized trials, and enhanced data security focus. Major players are innovating with unified trial solutions and strategic acquisitions to strengthen their market positions.