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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 a large and growing market.
Strong · 76.8
$1,115.25
−0.69%
DXCM
Dexcom
Metabolic monitoring
Dexcom makes glucose monitors that can help more people track and manage their health.
Strong · 78.1
$83.05
−1.73%
VEEV
Veeva Systems
Life-sciences software
Veeva makes the software drug companies use to run trials, meet rules, and manage data.
Solid · 72.3
$262.31
+0.51%
ISRG
Intuitive Surgical
Robotic surgery
Intuitive’s surgical robots can drive repeat sales of instruments every time hospitals use them.
Solid · 66.2
$369.68
+2.56%
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