Healthcare & Life Sciences
Pharma, biotech, devices, tools and managed care.
Centene Corp (CNC)
The bull case — 'Bull — Margin Recovery / Re-Rate' (8% weight) — targets $116, +81% vs spot. It needs Gross Margin to surprise to the upside.
Align Technology Inc (ALGN)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $302, +79% vs spot. It needs the multiple to hold or expand.
Viatris Inc (VTRS)
The bull case — 'Bull — Blockbuster / Pipeline Re-Rate' (8% weight) — targets $36, +126% vs spot. It needs the multiple to hold or expand.
Cencora Inc. (COR)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $441, +56% vs spot. It needs Gross Margin to surprise to the upside.
ResMed Inc (RMD)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $357, +83% vs spot. It needs the multiple to hold or expand.
Incyte Corporation (INCY)
The bull case — 'Bull — Blockbuster / Pipeline Re-Rate' (8% weight) — targets $193, +70% vs spot. It needs the multiple to hold or expand.
Boston Scientific Corp (BSX)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $77, +81% vs spot. It needs the multiple to hold or expand.
Zoetis Inc (ZTS)
The bull case — 'Bull — Premium Re-Rate' (8% weight) — targets $135, +87% vs spot. It needs the multiple to hold or expand.
Regeneron Pharmaceuticals Inc (REGN)
The bull case — 'Bull — Blockbuster / Pipeline Re-Rate' (8% weight) — targets $1,106, +77% vs spot. It needs the multiple to hold or expand.
Medtronic PLC (MDT)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $148, +89% vs spot. It needs the multiple to hold or expand.
Cardinal Health Inc (CAH)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $373, +57% vs spot. It needs Gross Margin to surprise to the upside.
McKesson Corporation (MCK)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $1,176, +56% vs spot. It needs Gross Margin to surprise to the upside.
HCA Healthcare, Inc. (HCA)
The bull case — 'Bull — Re-Rate / Deleveraging' (8% weight) — targets $697, +79% vs spot. It needs Gross Margin to surprise to the upside.
Agilent Technologies Inc (A)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $236, +78% vs spot. It needs the multiple to hold or expand.
STERIS plc (STE)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $375, +78% vs spot. It needs the multiple to hold or expand.
DaVita HealthCare Partners Inc (DVA)
The bull case — 'Bull — Re-Rate / Deleveraging' (8% weight) — targets $389, +75% vs spot. It needs Gross Margin to surprise to the upside.
Cigna Corp (CI)
The bull case — 'Bull — Margin Recovery / Re-Rate' (8% weight) — targets $483, +75% vs spot. It needs Gross Margin to surprise to the upside.
Baxter International Inc (BAX)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $37, +73% vs spot. It needs Gross Margin to surprise to the upside.
GE HealthCare Technologies Inc. (GEHC)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $113, +76% vs spot. It needs Gross Margin to surprise to the upside.
Danaher Corporation (DHR)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $343, +80% vs spot. It needs the multiple to hold or expand.
Bristol-Myers Squibb Company (BMY)
The bull case — 'Bull — Blockbuster / Pipeline Re-Rate' (8% weight) — targets $101, +75% vs spot. It needs the multiple to hold or expand.
Abbott Laboratories (ABT)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $165, +82% vs spot. It needs the multiple to hold or expand.
Thermo Fisher Scientific Inc (TMO)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $908, +81% vs spot. It needs the multiple to hold or expand.
Gilead Sciences Inc (GILD)
The bull case — 'Bull — Blockbuster / Pipeline Re-Rate' (8% weight) — targets $216, +71% vs spot. It needs the multiple to hold or expand.
Elevance Health Inc (ELV)
The bull case — 'Bull — Margin Recovery / Re-Rate' (8% weight) — targets $669, +73% vs spot. It needs Gross Margin to surprise to the upside.
Zimmer Biomet Holdings Inc (ZBH)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $163, +89% vs spot. It needs the multiple to hold or expand.
IDEXX Laboratories Inc (IDXX)
The bull case — 'Bull — Premium Re-Rate' (8% weight) — targets $992, +89% vs spot. It needs the multiple to hold or expand.
Edwards Lifesciences Corp (EW)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $160, +77% vs spot. It needs the multiple to hold or expand.
DexCom Inc (DXCM)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $120, +79% vs spot. It needs the multiple to hold or expand.
The Cooper Companies, Inc (COO)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $124, +73% vs spot. It needs the multiple to hold or expand.
Bio-Techne Corp (TECH)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $126, +79% vs spot. It needs the multiple to hold or expand.
Insulet Corporation (PODD)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $272, +79% vs spot. It needs the multiple to hold or expand.
Intuitive Surgical Inc (ISRG)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $714, +80% vs spot. It needs the multiple to hold or expand.
Waters Corporation (WAT)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $678, +81% vs spot. It needs the multiple to hold or expand.
UnitedHealth Group Incorporated (UNH)
The bull case — 'Bull — Margin Recovery / Re-Rate' (8% weight) — targets $728, +75% vs spot. It needs Gross Margin to surprise to the upside.
Stryker Corporation (SYK)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $558, +77% vs spot. It needs the multiple to hold or expand.
Revvity Inc. (RVTY)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $201, +80% vs spot. It needs the multiple to hold or expand.
Mettler-Toledo International Inc (MTD)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $2,225, +74% vs spot. It needs the multiple to hold or expand.
IQVIA Holdings Inc (IQV)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $341, +77% vs spot. It needs Gross Margin to surprise to the upside.
Henry Schein Inc (HSIC)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $134, +60% vs spot. It needs Gross Margin to surprise to the upside.
Biogen Inc (BIIB)
The bull case — 'Bull — Blockbuster / Pipeline Re-Rate' (8% weight) — targets $346, +60% vs spot. It needs the multiple to hold or expand.
Amgen Inc (AMGN)
The bull case — 'Bull — Blockbuster / Pipeline Re-Rate' (8% weight) — targets $630, +74% vs spot. It needs the multiple to hold or expand.
Vertex Pharmaceuticals Inc (VRTX)
The bull case — 'Bull — Blockbuster / Pipeline Re-Rate' (8% weight) — targets $841, +69% vs spot. It needs the multiple to hold or expand.
Pfizer Inc (PFE)
The bull case — 'Bull — Blockbuster / Pipeline Re-Rate' (8% weight) — targets $41, +70% vs spot. It needs the multiple to hold or expand.
Johnson & Johnson (JNJ)
The bull case — 'Bull — Blockbuster / Pipeline Re-Rate' (8% weight) — targets $430, +69% vs spot. It needs the multiple to hold or expand.
AbbVie Inc (ABBV)
The bull case — 'Bull — Blockbuster / Pipeline Re-Rate' (8% weight) — targets $418, +66% vs spot. It needs the multiple to hold or expand.
West Pharmaceutical Services Inc (WST)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $609, +70% vs spot. It needs the multiple to hold or expand.
Becton Dickinson and Company (BDX)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $263, +74% vs spot. It needs the multiple to hold or expand.
Universal Health Services Inc (UHS)
The bull case — 'Bull — Re-Rate / Deleveraging' (8% weight) — targets $250, +68% vs spot. It needs Gross Margin to surprise to the upside.
Laboratory Corporation of America Holdings (LH)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $478, +71% vs spot. It needs Gross Margin to surprise to the upside.
Charles River Laboratories (CRL)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $374, +65% vs spot. It needs the multiple to hold or expand.
Merck & Company Inc (MRK)
The bull case — 'Bull — Blockbuster / Pipeline Re-Rate' (8% weight) — targets $224, +74% vs spot. It needs the multiple to hold or expand.
Eli Lilly and Company (LLY)
The bull case — 'Bull — Blockbuster / Pipeline Re-Rate' (8% weight) — targets $1,992, +66% vs spot. It needs the multiple to hold or expand.
CVS Health Corp (CVS)
The bull case — 'Bull — Margin Recovery / Re-Rate' (8% weight) — targets $183, +76% vs spot. It needs Gross Margin to surprise to the upside.
Quest Diagnostics Incorporated (DGX)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $361, +71% vs spot. It needs Gross Margin to surprise to the upside.
Humana Inc (HUM)
The bull case — 'Bull — Margin Recovery / Re-Rate' (8% weight) — targets $386, -3% vs spot. It needs Gross Margin to surprise to the upside.