Medidata Solotion gets a Impact Investment Rating©: BUY.
Why? Because of it's core activity & ambition, and it's available, affordable & attractive as Growth Stock, positive analysts outlook & big backers.
Impact Investment Rating©
Is based on essential characteristics for inclusive impact investing:
IMPACT LEVELS:
3: ESG opportunity,
4: World Wide Health Threats
as an essential partner for fast development of therapeutic remedies &
5: Access to Basic Need: Health Care
Medidata Solutions is active in #SDG3: Health & Wellbeing & #SDG9: Innovation #SDG12 Sustainable Consumption & Production (efficiency).
PRODUCT CHARACTERISTICS:
Medidata Solutions stock is Available & Affordable: offered by Dutch price fighter broker DeGIRO & ABNAMRO traded at NASDAQ as MDSO for about 70US$, Borse Frankfurt 56e & the Swiss SE. ISIN: US58471A1051.
Medidata Solutions split it's stock in 2013 to keep it inclusive. (Always a positive move :), especially in the US because of the accredited investor, broker system cost barriers. Other reasons for stock splitting are liquidity & investor interest, all according to Investopedia).
Although Medidata Solutions does not pay dividend or has a Dividend re-Investment Plan, DRIP. But it is Attractive as Growth Stock with positive buy analysts outlook from 9 out of 11 analysts (CNNMoney) & Yahoo Finance: 2 strong buy, 6 buy 2 hold. Price target is 69US$ and the stock does 70US$. Growth estimates: 15-20%. 1 Volatility alert (Cmlviz, nov 2017).
11 Analysts reported on InvestorRelations page.
Medidata Solutions stock held by Institutional Investors & Asset Managers: Blackrock: 11,3% Fidelity 6,8% (↓ 13%),, Vanguard 6,6%, Sands Cap. 6%...
MDSO is held in 82 ETFs (etfdbase). Top holding in 2% in Ark IM ETF Innovation (563million US$ AuM) & 3% Genomics Revolution (90million US$ AuM) & Ark IM is a specialist in 'disruptive innovators'. Also > 2% in Guggenheim S&P 400 MidCap Pure Growth ETF (626million US$ AuM).
IMPACT
AR 2017 Sec filing: We offer: • faster trial results; • scalability; • improved data quality and minimization of risk; • enhanced investigator experience; • interoperability to support ecosystem; and • global connectivity across sponsor & investigator sites.
Mission: Make clinical trials run better.
Vision: Using the latest technology to help our life science clients bring their life-saving new treatments to the public.
Impact: improving Clinical Research design, conduct & analysis.
Principles: Integrity, Partnership, Inventiveness, Humility, Nimbleness, Tenacity, Inclusiveness, and Caring. (from vacancy for a global account manager)
IMPACT METRICS
Output: ''We have conducted +12000 clinical trials for 3,4 million patients, in over 130 countries''.
Company CSR page: Medidata Foundation, donations in kind, volunteerism, Environment Goal 2017: 90% offices Leed certified.
Investor Relations page: Code of Business Conduct & Code of Ethics.
External CSR Hub (117,734+ companies) score is below IT sector mean.
Total 45: Employee 52, Community 45, Environment 43, Governance 42.
Sector ESG Opportunities Clinical trials SaaS: Artificial Intelligence (AI), m(obile)Health, Internet of (Medical) Things (IoMT), Big Data, social media. Technology changes clinical trials.
Sector ESG Risks & Issues, patient selection & privacy, sponsored research & transparency.
Medidata Solutions lawsuits over patents & employees rights (by competitors), it was embezzled (computer fraud) but covered (2015).
Impact Scaling
Client base: +400 (850) clients. We serve 18 of the world's top 25 global pharmaceutical companies & product developers...
Innovation Awards: ''Scrip Award for Best Tech. Dev. for Medidata SCA (2017) “Best Tech. Dev. for Medidata Payment (2017) see Q reports. Medidata gave innovation awards 2017 to customers, suppliers as ''Architects of Hope''. Rather brilliant marketing + impact incentive.
Collaboration with client TESARO, Inc. won “Clinical Partnership of the Year” at 2nd Clinical and Research Excellence (CARE) Awards 2017. (SupplyChain)
Clinical trial SaaS aquisitions: 5 & VC investments: 4 in (Crunchbase)
IMPACT ASSET CLASSES
Mediata Solutions offers Impact Tech, a catalysts service to Basic Need sector Health: pharmaceuticals, product developers, academic researchers serving ill & old people & children in developed & emerging markets and even in developing countries since its software is used in 130 countries.
IMPACT INVESTMENT TYPE: DIRECT
Medidata Solutions Software as a Service for clinical trails is a vital service in the supply chain of development of medications & therapies.
Basic Need Health Products.
SUMMARY
Medidata Solutions offers Software as a Service SaaS for clinical trials for medicine/therapy development. Scale & Impact +400 clients: emerging biotechs, global pharma companies, cutting-edge device & diagnostic companies, innovative academic research sites, broad-mandate government agencies & others... Hundreds of life science organizations have used our platform, in over 9,000 (12000) trials in more than 130 countries. (so incl. Dev. Countries)
No dividend Growth Stock, with broad buy consensus and big backers
&
RECOMMENDATIONS
(Integrated) Reporting of CSR, ESG, Impact Key Performance Indicators. Development of sector specific impact standards & monitoring system
(in pharma product development chain) linking outcomes to the impact of medicines for patient populations.
Blogger = a micro impact investor
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Impact Investment Rating©
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