Dassault Systèmes "What might the acquisition of ArisGlobal bring?" (Neutral)

研报英文原文证据摘录

Dassault Systèmes "What might the acquisition of ArisGlobal bring?" (Neutral)

Global Research

17 July 2026ab

Dassault Systèmes Equities

FranceWhat might the acquisition of ArisGlobal bring?

Software

12-month rating Neutral

ArisGlobal acquisition speculated ahead of Q2 results next week

The FT today (link) reported DS is in talks to acquire ArisGlobal for c$2bn from Nordic 12m price target €19.50

Capital, which acquired majority control in 2019 of the US headquartered business for a

reported $700m when the business had $100m in sales across 200 life science, CRO and

Price (17 Jul 2026) €17.81

government health authority customers and 1,200 employees (link). ArisGlobal's

LifeSphere platform helps pharma companies handle drug safety and RIC: DAST.PA BBG: DSY FP

pharmacovigilance, clinical development, regulatory compliance and medical affairs

Trading data and key metrics

(scientific dialogue, education and evidence generation). Subsequent to the acquisition,

52-wk range €32.02-15.96

in May 2022 ArisGlobal acquired Boehringer Ingelheim's benefit-risk analysis system

(BRASS), "a software solution designed to support causal analysis of drug safety data" Market cap. €23.6b/US$27.0b

and renamed it LifeSphere Clarity. It then acquired Amplexor Life Sciences in April 2023 Shares o/s 1,328m (ORD)

to introduce "Quality Management functionalities into LifeSphere's product ecosystem, Free float 52%

rounding out LifeSphere's Regulatory portfolio". In May 2023 it acquired SPORIFY to Avg. daily volume ('000) 2,343

enhance its "regulatory solutions with robust data governance capabilities, matching, Avg. daily value (m) €44.2

maintaining, synchronizing and integrating SPOR data for life science customers". Common s/h equity (12/26E) €10.0b

P/BV (12/26E) 2.4x