Company library · Healthcare
Healthcare: the moats, the numbers, the verdicts.
26 companies covered. Every report re-run after the latest earnings.
The bet you're really making is that AbbVie's two newer immunology drugs, Skyrizi and Rinvoq, keep growing fast enough to offset the decline of Humira, the former blockbuster that
The bet you're really making is that more people keep wearing Abbott's little glucose sensor, the FreeStyle Libre, on their arm, and that its new mail-in colon-cancer test keeps se
The bet you're really making is that Abivax's one drug, an oral pill called obefazimod, becomes a standard treatment for ulcerative colitis, a disease where the lining of the large
Axsome Therapeutics, Inc. AXSM
The bet you're really making is that Auvelity, Axsome's fast-acting depression pill combining dextromethorphan and bupropion, keeps winning patients from older SSRIs, and that a mi
Bristol-Myers Squibb Company BMY
The bet you're really making is that Bristol-Myers Squibb's newer medicines grow big enough to fill the hole coming when its two largest sellers, the blood thinner Eliquis and the
Boston Scientific Corporation BSX
The bet you're really making is that Boston Scientific keeps selling more heart devices every year, above all the Farapulse catheter doctors use to fix the irregular heartbeat call
The bet you're really making is that brain surgeons keep choosing ClearPoint's system to steer needles and electrodes into exact spots in the brain while the patient lies inside an
Halozyme Therapeutics, Inc. HALO
On December 9, 2025 Halozyme granted chief executive Helen Torley a one-time performance share award with a target grant-date fair value of $10,000,012 that pays nothing unless the
The bet you're really making is that Hims & Hers keeps signing up people who want treatment for the things they would rather not raise at a pharmacy counter, hair, sex, skin, and n
The bet you're really making is that vets keep installing IDEXX's diagnostic machines, then buying the tests that run on them for years after. Underneath, you're betting American p
The bet you're really making is that the world keeps reading more DNA every year, and that the labs doing it keep buying Illumina's machines and the chemistry kits those machines b
The bet you're really making is that drug companies keep paying IQVIA to run their clinical trials and keep buying its data on what doctors prescribe. Underneath that, you're betti
The bet you're really making is that people keep taking Lilly's weight-loss and diabetes shots, Mounjaro and Zepbound, and that far more people start. You're betting Lilly holds mo
Mettler-Toledo International Inc. MTD
The bet you're really making is that the world's labs and factories keep needing to measure things precisely, and keep buying Mettler-Toledo's balances, scales and analytical instr
The bet you're really making is that Nektar's one drug that matters, rezpegaldesleukin (rezpeg), actually clears up moderate-to-severe eczema in two big Phase 3 trials the way it d
The bet you're really making is that the hundreds of millions of people who could take a weight-loss drug keep choosing Novo's Wegovy and Ozempic, even as Eli Lilly fights for the
The bet you're really making is that Pfizer can replace the medicines about to lose their patents fast enough to keep its earnings from shrinking. You're betting the new obesity an
Rigel Pharmaceuticals, Inc. RIGL
The bet you're really making is that Rigel keeps selling more of its three specialist pills, TAVALISSE, REZLIDHIA and GAVRETO, to the same blood and cancer doctors, and keeps the c
Royalty Pharma pays Pablo Legorreta a $1,500,000 salary, no bonus, and 20% of the profit on the royalties the company buys, an entitlement its own proxy values at $454.0 million as
SELLAS Life Sciences Group, Inc. SLS
The bet you're really making is that one of SELLAS's two cancer drugs actually works in a blood cancer called AML, and that a trial reads out well enough to win FDA approval. You'r
Tarsus Pharmaceuticals, Inc. TARS
The bet you're really making is that Tarsus keeps selling more Xdemvy, the eye drops that kill the mites living at the base of people's eyelashes, and that most of the roughly 25 m
Universal Health Services, Inc. UHS
The bet you're really making is that Universal Health keeps its beds full, the acute-care hospitals and the psychiatric and addiction-treatment centers, and keeps getting paid for
UnitedHealth Group Incorporated UNH
The bet you're really making is that UnitedHealth stops paying out more in medical bills than it planned, so its profit climbs back toward where it stood two years ago. You're bett
Viking Therapeutics, Inc. VKTX
The bet you're really making is that Viking's obesity drug VK2735, delivered as both a weekly injection and a daily pill, works roughly as well as the blockbuster drugs from Eli Li
West Pharmaceutical Services, Inc. WST
The bet you're really making is that the rubber stoppers and seals West puts on injectable-drug vials and syringes stay locked in, because once a drug is approved with West's exact
The bet you're really making is that people keep spending on their dogs and cats no matter what the economy does, and keep buying Zoetis's medicines to stop the itching, kill the f