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Healthcare
Healthcare combines structural demand with very different risk profiles: recurring software and diagnostics, procedure growth, drug pipelines, and payer economics.
CompanyWhy it mattersSignal
LLY
Eli Lilly
Obesity and diabetes
Lilly sells popular diabetes and weight-loss medicines, giving it exposure to a large and growing treatment market.
Strong · 76.8
$1,178.70
+0.78%
DXCM
Dexcom
Metabolic monitoring
Dexcom makes glucose monitors that can help more people track and manage their health.
Strong · 78.1
$84.12
−0.34%
VEEV
Veeva Systems
Life-sciences software
Veeva makes the software drug companies use to run trials, meet regulations, and manage data.
Solid · 72.3
$296.05
+3.94%
ISRG
Intuitive Surgical
Robotic surgery
Intuitive's surgical robots can drive recurring instrument and service revenue as hospitals use the systems.
Solid · 66.2
$424.12
+2.10%
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