23 Jul, 14:54LatestMedpace's earnings are re-accelerating with clean follow-through, and most importantly its net book-to-bill is back above 1. x.com MEDP
22 Jul, 20:36Medpace's net book-to-bill ratio is finally rebounding, to 1.13x, supporting the multi-year bull case for Medpace as a beneficiary of both a biotech recovery and AI in drug development. x.com MEDP
LeandroEquity Analyst at Best Anchor Stocks24 JulMEDPMedpace's feared FY2027 revenue cliff will likely be avoided because its pipeline is filling up despite two quarters of weak book-to-bill. Backlog is a poor leading indicator of revenue, partly because Medpace also keeps a pre-backlog of business awarded but not yet certain to reach revenue. x.com Ask Alva0
