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You might know“Magnificent Seven”, the tech titans in the US stock market, and these seven healthcare stocks definitely share the following characteristics. They’re the leaders in their niches, have raked in obscene returns over the past decade, and their futures look as bright as a billion-dollar smile!
1+2.Eli Lilly and Novo Nordisk
When it comes to $Eli Lilly(LLY)$ and $Novo-Nordisk A/S(NVO)$ , these two giants in the diabetes and obesity treatment market are all about “weight loss drugs.” And they’re both on track to becoming trillion-dollar stocks in the next decade.
Lilly’s Zepbound got approved last year, while Novo Nordisk’s Wegovy sales are skyrocketing, and they’ve even reported promising phase one results for another weight loss candidate. But Lilly’s pipeline is even more impressive, with multiple new approvals last year, a potential Alzheimer’s drug donanemab waiting for FDA approval, and positive phase one results for a deafness gene therapy.
In a word, these two pharma giants are poised to deliver amazing financials and stock performance.
3.Vertex Pharmaceuticals
$Vertex Pharmaceuticals(VRTX)$ mojo is cystic fibrosis(CF) drugs. This biotech star rules the roost in CF treatment, and they’ve got another new CF drug on the way. But they’re also branching out, with recent approvals for a gene editing therapy developed jointly with CRISPR Therapeutics, a new acute pain drug coming to market, and several key products in their pipeline.
4.Abbott Laboratories
Since spinning off from $Abbott Laboratories(ABT)$ in 2013, they’ve been killing it with Humira, the all-time best-selling drug. But now that this rheumatoid arthritis drug has lost patent protection and sales are sliding, management expects a turnaround by 2025. They predict that the combined sales of Skyrizi and Rinvoq will hit $27 billion by 2027. And oh, AbbVie’s also a dividend king!
5.Intuitive Surgical
Their mojo? Robot-assisted surgery (RAS) devices, aka the da Vinci surgical robot. By the end of 2023, there were 8,606 da Vinci systems installed globally. With the aging population and only 5% of surgeries being robotic, the growth in surgeries and surgical robots is just beginning. That means continued long-term growth for $Intuitive Surgical(ISRG)$ ’s revenue and profits.
6+7.UnitedHealth Group and HCA Healthcare
$UnitedHealth(UNH)$ is one of the biggest health insurance companies in the US, and through its subsidiary Optum, it provides pharmacy management solutions and data analytics services to other insurers.
HCA Healthcare is one of the largest hospital operators in the country. The pandemic blues are gone, and both these companies are poised to benefit from the aging population. In simple terms, they still have plenty of growth mojo left!
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