Clarivate and CAPES Expand Landmark Partnership to Power Research and Innovation Across Brazil

Clarivate has renewed its five-year agreement with Fundação Coordenação de Aperfeiçoamento de Pessoal de NÃvel Superior (CAPES) to provide over 400 institutions with access to academic and life sciences data via platforms like Web of Science and Cortellis Drug Discovery Intelligence; this aims to broaden research access, drive innovation, and support policy development in Brazil, where research shows strength in Sustainable Development Goals and Life Sciences.

Analysis

Clarivate Plc (CLVT) has secured a renewed five-year agreement with Fundação Coordenação de Aperfeiçoamento de Pessoal de Nível Superior (CAPES), a key Brazilian agency, to deliver academic and life sciences insights to over 400 institutions. This partnership aims to enhance national research excellence by providing broad access to platforms such as Web of Science, Journal Citation Reports, Derwent Innovation Index, and an expanded offering of Cortellis Drug Discovery Intelligence. The initiative is designed to empower researchers, policy advisors, biomedical scientists, and healthcare professionals, thereby supporting innovative research, new treatment development, improved patient care, and informed policy decisions. The agreement aligns with CAPES's mission to reduce regional disparities and foster inclusive academic excellence. Brazilian research demonstrates significant international collaboration, with approximately 40% of its output being internationally collaborative and showing above-average impact, particularly with partners like the U.S., U.K., Spain, Germany, and France. The nation's research output shows a strong focus on Sustainable Development Goals, notably Zero Hunger (SDG 2) and Life on Land (SDG 15), with impact scores around 0.7 to 0.8 times the world average. Furthermore, Brazilian research has a pronounced emphasis on Life Sciences, and its output in Medicine achieves an impact approximately 1.1 times the world average. The article also notes that around 40% of Brazilian research is published in open access journals, with Humanities and Languages output 2.4 times more likely to be open access than the G20 average. The overall sentiment surrounding this news is strongly positive (sentiment score 0.8), reflecting the strategic importance of the collaboration for Clarivate in expanding its footprint and supporting data-driven research. The article concludes by referencing an InvestingPro AI analysis suggesting CLVT might be an undervalued stock, citing previous AI-identified stocks that saw significant gains.

Key Decisions for Investors

• Investors should view this five-year agreement as a positive development for Clarivate, potentially strengthening its recurring revenue base and market penetration in the Brazilian academic and life sciences sectors.
• Given the article's mention of InvestingPro's AI analysis suggesting CLVT could be undervalued, further due diligence on the company's valuation metrics, growth prospects, and competitive positioning is warranted, especially in light of this strategic partnership.
• Consider the long-term growth implications stemming from increased adoption of Clarivate's platforms in a key emerging market focused on high-impact research areas such as Life Sciences and Sustainable Development Goals, which could enhance customer stickiness and upsell opportunities.