A Board to discuss Healthcare stock ideas -
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iShares US Medical Devices ETF (IHI) (0.42%) ----------------------------------------------------- 0.2%
Abbott Labs (ABT) - Diverse healthcare products (214 Bil) --------------------------------------- 1.6%
AbbVie (ABBV) - Research unit from Abbott Labs (120 Bil) --------------------------------------- 4.0%
Agilent (A) - Bio analytical solutions and services (46 Bil) ----------------------------------------- 0.6%
Amgen (AMGN) - Biopharma (141 Bil) ------------------------------------------------------------------ 3.1%
Danaher (DHR) - Diverse healthcare related, other (200 Bil) ------------------------------------- 0.4%
Elevance Health (ELV) - Health benefits company (115 Bil) -------------------------------------- 1.2%
Ensign Group (ENSG) - Skilled nursing + rehabilitative svcs (5 Bil) --------------------------- 0.2%
Icon PLC (ICLR) - CRO development svcs to biopharma ind (Ireland) (20 Bil) ---------------- 0%
IQVIA Holdings (IQV) -- CRO, analytics (Quintiles) (44 Bil) ---------------------------------------- 0%
Johnson & Johnson (JNJ) - Diverse healthcare related products (214 Bil) ------------------ 1.6%
Humana (HUM) - Health benefits company (62 Bil) -------------------------------------------------- 0.6%
Molina Heathcare (MOH) - Managed healthcare services, Medicare, Medicaid (18 Bil) 0%
ResMed (RMD) - Products for sleep apnea (36 Bil) -------------------------------------------------- 0.7%
Thermo Fisher Scientific (TMO)- Analytical instruments, equip, reagents(230 Bil) --------- 0.2%
UnitedHealth Group (UNH) - Health benefits company (440 Bil) -------------------------------- 1.3%
Zoetis (ZTS) Veterinary drugs and vaccines (92 Bil) ------------------------------------------------- 0.7%
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| Name | Symbol | % Assets |
|---|---|---|
| Johnson & Johnson | 8.47% | |
| UnitedHealth Group Inc | 5.80% | |
| Merck & Co Inc | 5.39% | |
| Pfizer Inc | 5.06% | |
| Abbott Laboratories | 3.56% | |
| Medtronic PLC | 3.52% | |
| Amgen Inc | 3.14% | |
| Thermo Fisher Scientific Inc | 2.92% | |
| AbbVie Inc | 2.84% | |
| Eli Lilly and Co | 2.40% |
| Name | Symbol | % Assets |
|---|---|---|
| Abbott Laboratories | 12.57% | |
| Thermo Fisher Scientific Inc | 12.41% | |
| Danaher Corp | 10.58% | |
| Medtronic PLC | 10.33% | |
| Intuitive Surgical Inc | 4.71% | |
| Edwards Lifesciences Corp | 4.47% | |
| Stryker Corp | 4.27% | |
| Becton, Dickinson and Co | 4.19% | |
| Boston Scientific Corp | 4.15% | |
| IDEXX Laboratories Inc | 3.71% |
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HEALTHCARE -
Abbott Labs (ABT) - Diverse healthcare products (66 Bil) ------------------------------------- 2.2%
Acadia Healthcare (ACHC) - Behavioral healthcare services (5 Bil) ------------------------ 0%
Cerner (CERN) - Health care information technology (25 Bil) --------------------------------- 0%
Chemed (CHE) - Hospice and palliative health care svs, Roto Rooter (1.7 Bil) ---------- 0.9%
Danaher (DHR) - Diverse healthcare related, other (80 Bil) ---------------------------------- 0.52%
DaVita (DVA) - Kidney dialysis services (18 Bil) --------------------------------------------------- 0%
Healthcare Services (HCSG) - Laundry + maint to h.care facil, dietary svcs (1.9 Bil) -- 2.3%
Johnson & Johnson (JNJ) - Diverse healthcare related products (285 Bil) --------------- 2.8%
Mednax (MD) - Neonatal and pediatric medicine, anesthesiology (8 Bil) ------------------- 0%
Reckitt Benckiser (RBGLY) - Healthcare, hygiene, home care products, UK (62 Bil) -- 2.3%
HEALTHCARE - LONG TERM CARE -
Addus Homecare (ADUS) - Services for elderly and disabled (248 mil) ------------------- 0%
Capital Senior Living (CSU) - Senior living communities (660 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%
HCP Inc (HCP) - Healthcare facilities REIT (18 Bil) ---------------------------------------------- 6.2%
LTC Properties (LTC) - Healthcare facilities REIT (1.7 Bil, 11) ------------------------------- 5.1%
Medical Properties Trust (MPW) - Hospital REIT (13 Bil) ------------------------------------ 5.4%
National Health Investors (NHI) - Healthcare facilities REIT (3 Bil) ------------------------ 6.1%
Omega Healthcare (OHI) - Healthcare facilities REIT (5 Bil) ---------------------------------- 3.7%
Universal Health Realty Income (UHT) - Healthcare facilities REIT (1 Bil, 43) --------- 3.6%
Ventas (VTR) - Healthcare facilities REIT (23 Bil) ------------------------------------------------ 3.3%
Welltower (WELL) - Heathcare related properties REIT (29 Bil, 37) ------------------------ 4.7%
HEALTHCARE - MEDICAL DEVICES / EQUIPMENT -
Abiomed (ABMD) - Medical devices for cardiology (4.1 Bil) ----------------------------------- 0%
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%
Cantel Medical (CMN) - Medical equipment (2 Bil) ---------------------------------------------- 0.2%
Cooper Companies (COO) - Contact lenses, medical devices for women's health (7.6 Bil)
CR Bard (BCR) - Medical, surgical, diagnostic products (11 Bil) ----------------------------- 0.6%
Cyberonics (CYBX) - Neuromodulation medical devices (1.8 Bil) --------------------------- 0%
Edwards Lifesciences (EW) - Medical devices, cardiac (37 Bil, 53) ------------------------- 0%
ICU Medical (ICUI) - Medical devices for infusion, oncology, critical care (1.8 Bil) ------- 0%
InMode Ltd (INMD) - Minimally invasive aesthetic medical products (3 Bil) (Israel) 0%
Inogen (INGN) - Portable oxygen concentrators (1.5 Bil) ---------------------------------------- 0%
LeMaitre Vascular (LMAT) - Medical devices for peripheral vascular disease (244 mil) 1.2%
Mazor Robotics (MZOR) - Surgical guidance systems (781 mil)
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%
Vascular Solutions (VASC) - Products for cardiology, catheter systems (609 mil) ------ 0%
Varian Medical (VAR) - Medical devices for cancer, other conditions (8 Bil) -------------- 0%
HEALTHCARE - DISTRIBUTION -
Cardinal Health (CAH) - Drug and medical product distribution (27 Bil) -------------------- 1.8%
Dentsply (XRAY) - Dental products (7 Bil) ---------------------------------------------------------- 0.6%
Henry Schein (HSIC) - Dental / medical products (10 Bil) -------------------------------------- 0%
McKesson (MCK) - Pharmaceutical distribution, medical supplies, IT services (53 Bil) 0.4%
Owens & Minor (OMI) - Distributor of medical and surgical supplies (2 Bil) --------------- 3.0%
HEALTHCARE - ANALYTICAL / RESEARCH -
Mettler-Toledo Intl (MTD) - Precision instruments for diverse applications (8.3 Bil) ----- 0%
Perkin Elmer (PKI) - Diverse analytical technologies, products, svcs (5 Bil) --------------- 0.6%
Sigma Aldrich (SIAL) - Chemicals, biochemicals, and equipment (17 Bil) ----------------- 0.7%
Waters Corp (WAT) - Analytical instruments (10 Bil) --------------------------------------------- 0%
HEALTHCARE - CROs -
Icon PLC (ICLR) - Biopharma development outsourcing services (4.7 Bil) (Ireland) ----- 0%
Parexel Intl (PRXL) - Biopharma development outsourcing services (3.9 Bil) ------------- 0%
Quintiles (Q) - Biopharma development outsourcing services (9 Bil) ------------------------ 0%
HEALTHCARE - DIAGNOSTICS -
Abaxis (ABAX) - Blood analysis systems (1 Bil) -------------------------------------------------- 0.90
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%
Genomic Health (GHDX) - Genomic based lab services for cancer (815 mil) ------------ 0%
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%
HEALTHCARE - DRUGS -
AbbVie (ABBV) - (96 Bil) - Research unit from Abbott Labs ( Bil) ---------------------------- 3.4%
Amgen (AMGN) - Biotechnology (129 Bil) --------------------------------------------------------- 1.9%
AstraZeneca (AZN) - Pharmaceuticals (89 Bil) --------------------------------------------------- 2.7%
Biomarin (BMRN) - Biotechnology (20 Bil) --------------------------------------------------------- 0%
Bristol Myers Squibb (BMY) - Parmaceuticals (104 Bil) --------------------------------------- 2.3%
GlaxoSmithKline (GSK) - Pharmaceuticals (115 Bil) ------------------------------------------- 5.9%
Novartis (NVS) - Pharmaceuticals (244 Bil) ------------------------------------------------------- 2.9%
Novo Nordisk (NVO) - Pharmaceuticals (129 Bil) ----------------------------------------------- 1.6%
Pfizer (PFE) - Pharmaceuticals (203 Bil) ----------------------------------------------------------- 3.4%
Taro Pharmaceuticals (TARO) - Pharmaceuticals, OTC, generic (Israel) (6 Bil) -------- 0%
Valeant (VRX) - Pharmaceuticals, OTC products, medical devices(Canada) (80 Bil) --- 0%
Zoetis (ZTS) - Veterinary drugs and vaccines (24 Bil) ------------------------------------------- 0.7%
HEALTHCARE - DRUG - MISC -
Cambrex (CBM) - Active pharmaceutical ingredients (1 Bil) ----------------------------------- 0%
West Pharmaceuticals (WST) - Drug packaging and delivery systems (4.1 Bil) ------- 0.81%
HEALTHCARE - DRUG DISTRIBUTION -
Amerisource Bergen (ABC) - Drug distribution (17 Bil) --------------------------------------- 1.25%
CVS Caremark (CVS) - Drugstores, retail products (91 Bil) ----------------------------------- 1.4%
HEALTHCARE - GENERIC DRUGS -
Dr. Reddy's Labs (RDY) - Generic drugs (9 Bil) -------------------------------------------------- 0.5%
Mylan Labs (MYL) - Generic drugs (25 Bil) -------------------------------------------------------- 0%
Teva (TEVA) - Pharmaceuticals, Israel (53 Bil) --------------------------------------------------- 2.2%
HEALTHCARE - ANTIBIOTICS -
Innovation Pharma (IPIX) - Broad spectrum antibiotic, antiviral, antifungal, anti-inflamatory (Brilacidin)(100 mil)
Cempra (CEMP) - Antibiotics (1.6 Bil) --------------------------------------------------------------- 0%
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MORE -
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HealthStream (HSTM) - Internet-based learning, talent mgt, and research solns
National Research (NRCIB) - Performance measurement services (258 mil)
Novadaq Technologies (NVDQ) - Fluorescence imaging products and devices, Canada
Perrigo (PRGO) - Generic / OTC drugs, consumer healthcare products (11 Bil)
PetMed Express (PETS) - Veterinary drugs and health products (264 mil)
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ACQUIRED -
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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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