Top Healthcare Stocks: Cogent Biosciences, Cigna Group, CVS Health, Merck & Co, United Therapeutics, and CG Oncology

UBS analysts have identified Cogent Biosciences, Cigna Group, CVS Health, Merck & Co, United Therapeutics, and CG Oncology as top healthcare stocks. They argue that these companies offer strong earnings durability and upcoming catalysts, with potential for significant upside. Cogent Biosciences is highlighted for its two late-stage assets with peak sales potential of over $3 billion, while Cigna Group is seen as undervalued despite improving visibility and limited government reimbursement risk. CVS Health is framed as a recovery story with double-digit earnings growth expected over the coming years, and Merck & Co is highlighted for its pipeline strength and upcoming catalysts. United Therapeutics and CG Oncology are also identified as underappreciated names with potential for asymmetric upside.