Healthcare Stocks Shine Amidst Market Turmoil: 15 Stocks with Up to 33% Upside Potential

Healthcare stocks are performing well despite market volatility, with many quoting higher than a year ago. This is due to increased demand and money flow, not just in the listed space but also in the private market. To diversify, consider owning a basket of healthcare stocks with an upside potential of up to 33%.

Healthcare stocks have demonstrated resilience and growth, outperforming market indices despite volatility. This resilience is driven by increased demand and investment in both listed and private markets. Investors seeking diversification and substantial long-term returns should consider a basket of healthcare stocks with an upside potential of up to 33%. Here are some strategic insights and recommendations.

Innovative Partnerships and Direct-to-Consumer Models

GoodRx's strategic partnership with Novo Nordisk to offer GLP-1 drugs Ozempic and Wegovy at $499 per month exemplifies a shift towards direct-to-consumer (DTC) models [1]. This move addresses the needs of the 19 million uninsured Americans and has driven a 22% year-over-year surge in GLP-1 inquiries on GoodRx's platform. The company's Pharma Manufacturer Solutions (PMS) segment grew 32% year-over-year in Q2 2025, generating $35 million in revenue. This demonstrates the potential for significant growth in the GLP-1 market, which is expected to reach $1.4 trillion by 2025.

Investment in Manufacturing and R&D

Johnson & Johnson's $2 billion investment in North Carolina to establish a new biopharmaceutical manufacturing facility underscores its commitment to U.S. manufacturing and innovation [2]. The company aims to create approximately 120 new jobs and enhance its manufacturing capabilities to better address domestic patient needs. This investment is part of a broader strategy to invest $55 billion over the next four years in U.S. manufacturing, research, and development.

Robotic-Assisted Surgery and Vaccine Innovations

For investors in their 30s seeking high-growth opportunities, Intuitive Surgical and Moderna are notable choices. Intuitive Surgical leads the robotic-assisted surgery market, benefiting from long-term trends and its da Vinci system [3]. Moderna, an innovative vaccine maker, saw success during the pandemic and has a deep pipeline of potential treatments. Both stocks offer significant long-term upside potential.

Diversifying Your Healthcare Portfolio

To diversify your healthcare portfolio, consider the following:

1. Robotic-Assisted Surgery: Invest in Intuitive Surgical (ISRG) to capitalize on the growing demand for minimally invasive surgeries.
2. Vaccine Innovations: Invest in Moderna (MRNA) to benefit from its pipeline of innovative vaccines and treatments.
3. Direct-to-Consumer Models: Consider GoodRx (GDRX) for its strategic partnerships and growth in the GLP-1 market.
4. Manufacturing and R&D: Invest in Johnson & Johnson (JNJ) for its commitment to U.S. manufacturing and innovation.

Conclusion

Healthcare stocks offer a promising opportunity for investors seeking diversification and long-term growth. By considering innovative partnerships, direct-to-consumer models, and investments in manufacturing and R&D, investors can build a robust portfolio with an upside potential of up to 33%. As the healthcare landscape continues to evolve, these strategies will likely provide significant returns.

References:
[1] https://www.ainvest.com/news/goodrx-glp-1-gambit-catalyst-healthcare-accessibility-biotech-synergy-2508/
[2] https://pulse2.com/johnson-johnson-2-billion-u-s-investment-for-north-carolina-facility/
[3] https://www.theglobeandmail.com/investing/markets/stocks/ISRG/pressreleases/34211415/if-youre-in-your-30s-consider-buying-these-2-healthcare-stocks/