U.S. Healthcare Sector Offers Value Opportunities Amidst Downturn: Analyst

Wednesday, Nov 26, 2025 3:03 pm ET1min read

The US healthcare sector has underperformed the broader market over the past decade, creating value opportunities. Managed-care and clinical research subsectors are trading below their long-term earnings potential due to policy shifts and rising healthcare costs. Centene and Molina are expected to benefit from pricing resets and competitors exiting unprofitable segments, while IQVIA and other CROs are expected to recover as biopharma R&D spending normalizes.

U.S. Healthcare Sector Offers Value Opportunities Amidst Downturn: Analyst

Comments



Add a public comment...
No comments

No comments yet