Clarivate Plc Stock Price, News & Analysis

Clarivate (NYSE:CLVT) has released a new Companies to Watch report focused on radioligand therapy (RLT) innovators in precision oncology. The report highlights six emerging companies: Affibody, Alpha-9 Oncology, Ariceum Therapeutics, Convergent Therapeutics, Perspective Therapeutics, and PRECIRIX, who are advancing next-generation radiopharmaceuticals. RLTs combine nuclear medicine with targeted biotechnology to deliver radioactive isotopes directly to tumor cells while minimizing damage to healthy tissue. The report examines scientific breakthroughs, strategic investments, M&A activity, and market trends, noting significant acquisitions like Bristol Myers Squibb's $4.1B purchase of RayzeBio and AstraZeneca's $2.4B acquisition of Fusion Pharmaceuticals. The global radiopharmaceutical market is projected to exceed $13B in the next decade, with successful therapies like Novartis' PLUVICTO and LUTATHERA leading adoption.

Clarivate (NYSE:CLVT) has become the first sponsor of the American Library Association's (ALA) Public Supporter Program, marking a significant expansion of their long-standing partnership. The program, launched in February 2025, aims to engage the public in supporting libraries and library professionals through advocacy, news sharing, and community involvement. The two-year sponsorship running until 2027 will support key ALA initiatives including library funding advocacy, grant opportunities for small and rural libraries, protection of reading rights, and broadband funding. Bar Veinstein, President Academia & Government at Clarivate, emphasized the company's commitment to supporting libraries as essential educational institutions. ALA President Cindy Hohl acknowledged Clarivate's deepening commitment to strengthening library services across the United States.

Clarivate (NYSE:CLVT) has established a multi-year partnership with the Canadian Research Knowledge Network (CRKN), extending through 2029. The collaboration provides 55 Canadian universities expanded access to the Web of Science platform, including its Core Collection, API, Derwent Innovations Index, and Policy Citation Index. This partnership aims to enhance research collaborations and improve access to comprehensive research tools across Canadian institutions. The Web of Science platform offers access to various research materials, including journal content, conference papers, books, dissertations, datasets, patents, and policy documents. The agreement particularly emphasizes supporting Canadian research initiatives, which have been noted to exceed international averages in innovation and patents.

Clarivate (NYSE: CLVT) has successfully completed a refinancing of its debt structure by securing a new $500 million term loan B facility maturing in 2031. The new loan carries an interest rate margin of 325 basis points per annum referenced to term SOFR and will not require amortization. The proceeds were used to redeem $500 million of the company's 4.50% senior secured notes due 2026, leaving $200 million of these notes still outstanding. The refinancing effectively extends the maturity of the majority of Clarivate's 2026 debt obligations. CFO Jonathan Collins highlighted that improved credit market conditions enabled this transaction, emphasizing the company's strong cash flow position and continued flexibility in capital allocation.

Clarivate (NYSE:CLVT) has renewed and expanded its partnership with CAPES, Brazil's key education agency, in a landmark five-year agreement. The collaboration extends access to critical research tools and data across over 400 Brazilian institutions, marking a 57% increase in institutional coverage. The partnership provides access to essential platforms including Web of Science, Journal Citation Reports, Cortellis Drug Discovery Intelligence, and Derwent Innovation Index. This expansion particularly benefits institutions in remote regions, supporting CAPES' mission to reduce regional disparities in academic research. The agreement builds on a relationship that began in 2001, empowering researchers, scholars, and healthcare professionals with comprehensive data access. Brazil's research output shows strong international collaboration, with 40% of output being internationally collaborative and demonstrating above-average impact in medicine and significant focus on Life Sciences and Sustainable Development Goals.

Clarivate (NYSE:CLVT) has launched RiskMark, an AI-powered solution for trademark conflict assessment. The tool combines CompuMark trademark data and Darts-ip litigation data, leveraging 172.5 million trademark records across 188 jurisdictions and over 5 million global court and administrative records.

RiskMark utilizes both generative and predictive AI to evaluate similarity risk, providing near-instant analysis of visual, phonetic, connotation, and goods/services relatedness. The solution also assists in drafting opposition responses with AI-generated arguments based on legal principles.

Clarivate (NYSE:CLVT) has released its Trademark filing trends 2025 report, analyzing trademark registers across 10 major global markets. The report reveals that Mainland China leads global trademark filings with 6.76 million applications in 2024, followed by the U.S. (566,938) and India (537,000). Seven major brands - Procter & Gamble, Nestlé, Apple, L'Oréal, Novartis, LG Electronics and Unilever - consistently ranked among the top 20 largest portfolio owners across most registers.

Key findings show that France, Mainland China, and Japan experienced declining trademark filing activity for three consecutive years, reaching their lowest levels since 2017. Meanwhile, Australia saw a recovery in trademark filing volume, driven by a 24% increase in foreign-based brand owner applications in 2024. India demonstrated strong growth with an average yearly increase of 10% over the past decade.

Clarivate (NYSE:CLVT) has announced the integration of Pathway Maps into its OFF-X translational safety intelligence solution. This enhancement aims to streamline safety evaluations in drug development, addressing the critical issue where over 30% of drug development failures are attributed to safety concerns.

The new Pathway Maps feature provides visual tools that combine disease-specific signaling pathways and molecular processes with curated safety data, enabling researchers to quickly identify potential safety liabilities. This integration helps research teams make faster, more informed decisions during the drug development process, from early discovery to post-marketing surveillance.

The enhanced OFF-X platform, when combined with Cortellis Drug Discovery Intelligence, offers researchers a comprehensive approach to evaluate both efficacy and safety in drug development, helping reduce costly late-stage failures and accelerate time to market.

Clarivate reported mixed Q1 2025 financial results with total revenues of $593.7 million, down 4.4% from Q1 2024, while organic revenues showed a modest 0.3% increase. The company posted a net loss of $103.9 million ($0.15 per share), compared to a $75.0 million loss in Q1 2024.

Key highlights include:

• Organic recurring revenue growth of 0.6%
• Adjusted EBITDA of $233.2 million
• Free cash flow of $110.3 million
• $50 million in share repurchases

The company reaffirmed its 2025 outlook, projecting revenues between $2.28-2.40 billion and organic ACV growth of 1.0-2.0%. Despite macro volatility, management reported successful execution of their Value Creation Plan, with improved renewal rates and higher product usage in key areas.