TopGun^® Press

Brendan Wood International Investor Conviction Intel – Healthcare – March 2025

March 6th, 2025 by TopGun Press

New York, NY, (TopGun Press)

Below are some of the most “talked about” Healthcare Stocks on the BWI Shareholder Confidence Index based on our daily chats with global investors.

Gilead Sciences Inc, Roche, Boston Scientific Corp. and CVS Health Corp

What are the most relevant changes in their Shareholder Confidence metrics thus far in 1Q 2025 according to investors?

Gilead Sciences Inc

Increasing Confidence in: CEO, Short-Term Growth Potential, Momentum of Investor Confidence and Price Appreciation Potential

“Gilead has done really well, and the communication is quite clear cut.”

“Gilead has a really important launch coming up, and the data looked excellent for their long-acting HIV PrEP drug, lenacapavir. Their HIV business as a whole right now is rock solid. They have a really good base to build upon, plus they have other things that could come. They are in a good financial situation and are reasonably valued at this point.”

“Gilead put out a very doable, supportive and realistic forecast for what the HIV business can look like even with Biktarvy coming off the books in the mid-2030s. They could grow through that, and it’s a steady Eddy.”

Roche

Increasing Confidence in: Commitment to Own, CEO, Strategy and the Momentum of Investor Confidence

“Roche changed the CEO and made some changes to the strategy, which is positive.”

“Roche’s last results were above estimates, and the growth is improving.”

“I know that Roche has underperformed on earnings and lowered guidance for the last couple of years or so, but they did raise the guidance mid-2024. They are saying that the business is growing really well. People just don’t quite believe it yet.”

Boston Scientific Corp

Increasing Confidence in: Commitment to Own, Balance Sheet, Long Term Growth Potential and Price Appreciation Potential

“Time after time, Boston Scientific has done really good deals.”

“Boston Scientific is one of the fastest growing medtech companies.”

“Boston Scientific is having a pretty good run. I still like it a lot and still have confidence in the name. A lot of people want to buy Boston because it’s going up in a straight line.”

“Boston Scientific’s M&A track record is amazing.”

CVS Health Corp

Increasing Confidence in: Price Appreciation Potential, CEO and Strategy

“CVS’ valuation has really bottomed out. Everybody was pricing in all the bad news. We had some indications that they were finally turning the corner on some things, so the downward pressure seems to have lightened up a bit.”

“CVS is going to have to perform for a quarter or two before people can get more comfortable with the company again. If they can perform, it has a very interesting trajectory.”

“CVS’ board was recently under pressure from Glenview Capital.”

“CVS is bottoming out, so it’s getting more interesting.”

If you would like to subscribe to the BWI Shareholder Confidence Intel including full reports on individual companies with verbatim please see contacts below.

Brendan Wood International Investor Conviction Intel – Healthcare – January 2025

Brendan Wood International Investor Conviction Intel – Healthcare – September 2024

TopGun Investment Minds – Best of the Best – US Healthcare Sector 2024

About Brendan Wood International:

Brendan Wood International (BWI), formed in 1970, is a private advisory group which originates performance investigation programs in the capital markets. Relying on its real time intelligence, BWI advises public companies, institutional and activist investors, investment banks and broker dealers on strategy, performance and recruitment of TopGun talent. Big cap companies looking for comprehensive investor confidence data on their organizations are likely to discover that Brendan Wood partners consult with their investors non stop year round. There are 2000+ live consultations with investment professionals overseeing +/- $60 trillion invested in the +/- 1400 big cap companies on the BWI Index. Investors depend on BWI to quantify the demand side of the investment industry, including the name by name research sales and trading professionals who influence investor demand. The firm’s partners have formally presented at 1000+ C level strategy meetings and corporate off-sites in fifty cities. Brendan Wood founded the exclusive TopGun Club, a performance based institution.

Disclaimer:

We wish to emphasize that all reports, evaluations and assessments contained herein, represent Brendan Wood International’s subjective judgment and opinions, based on our years of experience and on information obtained by us in the course of our research. Much of the factual information contained in the reports has been obtained by us from third parties on whose responses we have relied in good faith, independent verification by Brendan Wood International being, under the circumstances, impossible. While we believe that you will find our reports to be an invaluable tool in formulating your own strategies and judgments, the foregoing should be borne in mind. This report is not meant as investment advice and should not be interpreted as advising on the value of a company’s securities, the advisability of investing in, purchasing or selling any company’s securities or any other conclusion relating to investment/divestiture of a company’s securities. Finally, this report is not intended as an offer or solicitation for the purchase or sale of any company’s securities.