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Healthcare Sector Ideas RSS Feed

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10
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523
Created
08/26/08
Type
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Moderator gfp927z
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A Board to discuss Healthcare stock ideas -


Healthcare -
*******************


AbbVie (ABBV) - Research unit from Abbott Labs (349 Bil) --------------------------------------- 3.2%    (Healthcare)
Amgen (AMGN) - Biopharma (177 Bil) ------------------------------------------------------------------ 2.7   (Healthcare)
AstraZeneca (AZN) - Pharmaceuticals (270 Bil) (UK) ---------------------------------------------- 1.7%    (Healthcare)

Cencora (COR) - Pharmaceuticals distribution (Amerisource Bergen) (44 Bil) --------------- 0.9%   (Healthcare)
Danaher (DHR) - Diverse healthcare related, other (172 Bil) -------------------------------------  0.4%   (Healthcare)
Elevance Health (ELV) - Health benefits company (formerly Anthem) (128 Bil) -------------- 1.2%   (Healthcare)

Eli Lilly (LLY) - Pharmaceuticals (857 Bil) -------------------------------------------------------------- 0.6%   (Healthcare)
Encompass Health (EHC) - Post acute heathcare services, hospitals (9 Bil) ---------------- 0.8%   (Healthcare)
Ensign Group (ENSG) - Skilled nursing + rehabilitative svcs (9 Bil) ---------------------------- 0.2%  (Healthcare)
Icon PLC (ICLR) - CRO development svcs to biopharma ind (Ireland) (23 Bil) --------------- 0%    (Healthcare)

Johnson & Johnson (JNJ) - Diverse healthcare products (389 Bil) (Berkshire) ----------- 2.9%    (Healthcare)
LeMaitre Vascular (LMAT) - Medical devices for peripheral vascular disease (2 Bil) ------- 0.7%  (Healthcare)
Medpace Holdings (MEDP) - CRO (10 Bil) ------------------------------------------------------------- 0%   (Healthcare)

Pfizer (PFE) - Pharmaceuticals (160 Bil) --------------------------------------------------------------- 5.9%    (Healthcare  
Quest Diagnostics (DGX) - Diagnostic testing services (17 Bil) -------------------------------- 2.0%    (Healthcare)

ResMed (RMD) - Products for sleep apnea (33 Bil) -------------------------------------------------- 1.0%  (Healthcare  
Steris (STE) - Infection prevention, heathcare products + svcs (Ireland) (23 Bil) ------------ 0.9%  (Healthcare)
Stryker (SYK) - Diverse medical, surgical devices, implants (132 Bil) --------------------------- 1.0%  (Healthcare)
UFP Technologies (UFPT) - Diverse packaging, component products (1.7 Bil) --------------- 0%   (Healthcare)
Zoetis (ZTS) Veterinary drugs and vaccines (83 Bil) ------------------------------------------------- 1.0%  (Healthcare)




__________________________________________________________________


Healthcare 
****************

CRO Services -

Icon PLC (ICLR) - CRO development svcs to biopharma ind (Ireland) (20 Bil) ---------------- 0%
IQVIA Holdings (IQV) -- CRO, analytics (Quintiles) (44 Bil) ---------------------------------------- 0%
Medpace Holdings (MEDP) - CRO (10 Bil) ------------------------------------------------------------- 0%

Diagnostics + Research -

Agilent (A) - Bio analytical solutions and services (46 Bil) ----------------------------------------- 0.6%
Danaher (DHR) - Diverse healthcare related, other (172 Bil) -------------------------------------  0.4%
Idexx Labs (IDXX) - Veterinary diagnostic products and services (46 Bil) ---------------------- 0%

Lab Corp of America (LH) - Diagnostic testing svcs, CRO services (Covance) (21 Bil) --- 1.2%
Quest Diagnostics (DGX) - Diagnostic testing services (17 Bil) --------------------------------- 2.0%   


Mettler-Toledo Intl (MTD) - Precision instruments for diverse applications (32 Bil) ---------- 0%
Thermo Fisher Scientific (TMO)- Analytical instruments, equip, reagents (230 Bil) -------- 0.2%

Distribution -

Cardinal Health (CAH) - Drug and medical product distribution (27 Bil) ------------------------ 1.8%
Cencora (COR) - Pharmaceuticals distribution (Amerisource Bergen) (44 Bil) ---------------- 0.9%

McKesson (MCK) - Pharma distribution, med supplies, IT svcs (69 Bil) (Berkshire) ------- 0.5%

Healthcare Facilities -

Chemed (CHE) - Hospice and palliative health care1 svs, Roto Rooter (9 Bil) ---------------- 0.3%
Encompass Health 
(EHC) - Post acute heathcare services, hospitals (9 Bil) ----------------- 0.8%

Ensign Group (ENSG) - Skilled nursing + rehabilitative svcs (9 Bil)  ---------------------------- 0.2%

Health Information Services -

GE Healthcare (GEHC) - Imaging, ultrasound, patient care solns (39 Bil) ---------------------- 0%
Simulations Plus (SLP) - Modeling + simulation software for drug development (863 mil)  0.6%

Healthcare Plans -

IShares US Healthcare Providers (IHF) (0.39%) ---------------------------------------------------- 0.7%

Elevance Health (ELV) - Health benefits company (formerly Anthem) (128 Bil) -------------- 1.2%
Humana (HUM) - Health benefits company (62 Bil) -------------------------------------------------- 0.6%
Molina Healthcare (MOH) - Managed healthcare services, Medicare, Medicaid (21 Bil) --- 0%
UnitedHealth Group (UNH) - Health benefits company (440 Bil) -------------------------------- 1.3%

Medical Devices -

iShares US Medical Devices ETF (IHI) (0.40%) ------------------------------------------------------ 0.5%

Abbott Labs (ABT) - Diverse healthcare products (209 Bil) --------------------------------------- 1.9%
DexCom (DXCM) - Continuous glucose monitoring systems (43 Bil) ----------------------------- 0%
LeMaitre Vascular 
(LMAT) - Medical devices for peripheral vascular disease (2 Bil) ------- 0.7%

Quipt Home Medical (QIPT) - In-home med equip, supplies, respiratory, etc (220 mil) ----- 0%
Steris (STE) - Infection prevention, heathcare products + svcs (Ireland) (23 Bil) ------------ 0.9%
Stryker (SYK) - Diverse medical, surgical devices, implants (132 Bil) --------------------------- 1.0%

UFP Technologies (UFPT) - Packaging, component products (814 mil) ------------------------ 0%

Medical Instruments + Supplies -

Cooper Companies (COO) - Contact lenses, medi devices for women's health (20 Bil) ---- 0%
Hologic (HOLX) - Diagnostics, breast health, Gyn surgical, skeletal health (20 Bil) ---------- 0%
ResMed (RMD) - Products for sleep apnea (33 Bil) -------------------------------------------------- 1.0%   
West Pharmaceuticals (WST) - Drug packaging and delivery systems (4.1 Bil) ------------ 0.8%

Pharma -

AbbVie (ABBV) - Research unit from Abbott Labs (349 Bil) --------------------------------------- 3.2%   
Amgen (AMGN) - Biopharma (177 Bil) ------------------------------------------------------------------ 2.7  

AstraZeneca (AZN) - Pharmaceuticals (270 Bil) (UK) ----------------------------------------------- 1.7%
Eli Lilly (LLY) - Pharmaceuticals (857 Bil) --------------------------------------------------------------- 0.6%
Johnson & Johnson (JNJ) - Diverse healthcare related products (389 Bil) (Berkshire) -- 2.9%   
Merck (MRK) - Pharmaceuticals (305 Bil) --------------------------------------------------------------- 2.6%   
Novartis (NVS) - Pharmaceuticals (209 Bil) ------------------------------------------------------------ 3.7%   
Novo Nordisk (NVO) - Pharmaceuticals (482 Bil) (Denmark) ------------------------------------- 1.0%
Pfizer 
(PFE) - Pharmaceuticals (160 Bil) ---------------------------------------------------------------- 5.9%      

Zoetis (ZTS) Veterinary drugs and vaccines (83 Bil) ------------------------------------------------- 1.0%


___________________________________________________________________


 

Vanguard Healthcare Index (VDC) (Exp - 0.10%, Assets - 10.4 Bil, Yield - 2.0%)

Name Symbol % Assets
Johnson & Johnson JNJ 8.47%
UnitedHealth Group Inc UNH 5.80%
Merck & Co Inc MRK 5.39%
Pfizer Inc PFE 5.06%
Abbott Laboratories ABT 3.56%
Medtronic PLC MDT 3.52%
Amgen Inc AMGN 3.14%
Thermo Fisher Scientific Inc TMO 2.92%
AbbVie Inc ABBV 2.84%
Eli Lilly and Co LLY 2.40%

__________________________________________________________________________


iShares US Medical Devices ETF (IHI) (0.42%) - 0.2%

 

Name Symbol % Assets
Abbott Laboratories ABT 12.57%
Thermo Fisher Scientific Inc TMO 12.41%
Danaher Corp DHR 10.58%
Medtronic PLC MDT 10.33%
Intuitive Surgical Inc ISRG 4.71%
Edwards Lifesciences Corp EW 4.47%
Stryker Corp SYK 4.27%
Becton, Dickinson and Co BDX 4.19%
Boston Scientific Corp BSX 4.15%
IDEXX Laboratories Inc IDXX 3.71%


____________________________________________________________________


HEALTHCARE - LONG TERM CARE -

Addus Homecare (ADUS) - Services for elderly and disabled (248 mil) -------------------  0%
Ensign Group (ENSG) - Skilled nursing and rehabilitative services (746 mil) ------------ 0.85%



HEALTHCARE - REITS -

Alexandria Real Estate Equities (ARE) - Life sciences lab space (26 Bil) -------------- 2.8%  
CareTrust (CTRE) - Healthcare facilities REIT (2 Bil, 31, 3.67%) --------------------------- 3.67%
LTC Properties (LTC) - Healthcare facilities REIT (1.7 Bil, 11) ------------------------------- 5.1%
National Health Investors (NHI) - Healthcare facilities REIT (3 Bil) ------------------------ 6.1%
Omega Healthcare (OHI) - Healthcare facilities REIT (5 Bil) ---------------------------------- 3.7%
Ventas (VTR) - Healthcare facilities REIT (23 Bil) ------------------------------------------------ 3.3%
Welltower (WELL) - Heathcare related properties REIT (29 Bil, 37) ------------------------ 4.7%  



HEALTHCARE - MEDICAL DEVICES / EQUIPMENT -

Align Technology (ALGN) - Invisalign orthodontics (8.6 Bil) ---------------------------------- 0%
Atrion (ATRI) - Medical equipment and supplies (725 mil) ------------------------------------ 0.8%
Becton Dickinson (BDX) - Medical devices, instruments, reagents (29 Bil) -------------- 1.7%
Cooper Companies (COO) - Contact lenses, medical devices for women's health (7.6 Bil)
Edwards Lifesciences (EW) - Medical devices, cardiac (37 Bil, 53) ------------------------- 0%
ICU Medical (ICUI) - Medical devices for infusion, oncology, critical care (1.8 Bil) -------  0%
LeMaitre Vascular (LMAT) - Medical devices for peripheral vascular disease (244 mil) 1.2%
ResMed (RMD) - Products for sleep apnea (10 Bil) ---------------------------------------------- 1.6%   
Teleflex (TFX) - Single-use medical devices (5.7 Bil) -------------------------------------------- 1.0%
Thermo Fisher Scientific (TMO)- Analytical instruments, equipment, reagents(50 Bil)0.49%



HEALTHCARE - ANALYTICAL / RESEARCH -

Mettler-Toledo Intl (MTD) - Precision instruments for diverse applications (8.3 Bil) -----  0% 
Waters Corp (WAT) - Analytical instruments (10 Bil) ---------------------------------------------  0%



HEALTHCARE - DIAGNOSTICS -

Agilent (A) - Bio analytical solutions and services (14 Bil) ------------------------------------- 0.9%
Bio-Rad Labs (BIO) - Biochemical analysis services for research, other (4.4 Bil) -------  0%
Bio-Techne (TECH) - Biotechnology products and diagnostics (4 Bil) ---------------------- 1.3%
Idexx Labs (IDXX) - Veterinary diagnostic products and services (6 Bil) -------------------  0%
Lab Corp of America (LH) - Diagnostic testing services (12 Bil) -----------------------------  0%
Neogen (NEOG) - Food safety testing (2 Bil) -------------------------------------------------------- 0%
NeoGenomics (NEO) - Cancer-focused testing laboratories (397 mil) ----------------------- 0%
Quest Diagnostics (DGX) - Diagnostic testing services (9.7 Bil) ---------------------------- 2.3% 



_________________________________________________________________________


ACQUIRED -
********************

Allergan (AGN) - Generic drugs, other (acquired by Abbvie 2019)
Express Scripts (ESRX) - Phamacy benefit management (acquired by Cigna 2018)
VCA Antech (WOOF) - Veterinary hospitals (Mars)




_________________________________________________________________________
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