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How investors can navigate the healthcare sector

How investors can navigate the healthcare sector

CNBC Television
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    Contexto da transcrição original
    …E FOR SO LONG. YEAH. >> AND IT'S HAPPENING. >> AND I THINK IN THE LAST SEVERAL YEARS, INVESTORS AND PORTFOLIO MANAGERS HAVE WANTED, BECAUSE OF THE SIZE OF THE SECTOR, TO SEE HEALTH CARE STEP FORWARD AND TAKE SOME LEADERSHIP. IT HASN'T. BUT THERE ARE IDIOSYNCRATIC STORIES UNDERNEATH THE SURFACE THAT SHOULD HAVE YOU ALLOCATING IN THE DIRECTION OF HEALTH CARE, WHETHER IT'S BRISTOL-MYERS OR A. UNITED OR A UNITED OR MERCK. THEY'RE ALL WORKING WELL. THE GLP ONE STORY, ELI LILLY, THE BIOTECHS HAVE WORKED REALLY WELL. I THINK AT SOME POINT THERE IS GOING TO BE AI ORIENTED HEALTH CARE OPPORTUNITY, WHETHER IT'S DRUG DISCOVERY, WHETHER IT'S ROBOTICS DIAGNOSTICS WHATEVER THE CASE MAY BE. IF…

    THERE ARE IDIOSYNCRATIC STORIES UNDERNEATH THE SURFACE THAT SHOULD HAVE YOU ALLOCATING IN THE DIRECTION OF HEALTH CARE, WHETHER IT'S BRISTOL-MYERS OR A. UNITED OR A UNITED OR MERCK. THEY'RE ALL WORKING WELL.

    Contexto extraído por IA "SHOULD HAVE YOU ALLOCATING IN THE DIRECTION OF HEALTH CARE, WHETHER IT'S BRISTOL-MYERS OR A. UNITED OR A UNITED OR MERCK. THEY'RE ALL WORKING WELL."

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    Contexto da transcrição original
    …E FOR SO LONG. YEAH. >> AND IT'S HAPPENING. >> AND I THINK IN THE LAST SEVERAL YEARS, INVESTORS AND PORTFOLIO MANAGERS HAVE WANTED, BECAUSE OF THE SIZE OF THE SECTOR, TO SEE HEALTH CARE STEP FORWARD AND TAKE SOME LEADERSHIP. IT HASN'T. BUT THERE ARE IDIOSYNCRATIC STORIES UNDERNEATH THE SURFACE THAT SHOULD HAVE YOU ALLOCATING IN THE DIRECTION OF HEALTH CARE, WHETHER IT'S BRISTOL-MYERS OR A. UNITED OR A UNITED OR MERCK. THEY'RE ALL WORKING WELL. THE GLP ONE STORY, ELI LILLY, THE BIOTECHS HAVE WORKED REALLY WELL. I THINK AT SOME POINT THERE IS GOING TO BE AI ORIENTED HEALTH CARE OPPORTUNITY, WHETHER IT'S DRUG DISCOVERY, WHETHER IT'S ROBOTICS DIAGNOSTICS WHATEVER THE CASE MAY BE. IF…

    THERE ARE IDIOSYNCRATIC STORIES UNDERNEATH THE SURFACE THAT SHOULD HAVE YOU ALLOCATING IN THE DIRECTION OF HEALTH CARE, WHETHER IT'S BRISTOL-MYERS OR A. UNITED OR A UNITED OR MERCK. THEY'RE ALL WORKING WELL.

    Contexto extraído por IA "SHOULD HAVE YOU ALLOCATING IN THE DIRECTION OF HEALTH CARE, WHETHER IT'S BRISTOL-MYERS OR A. UNITED OR A UNITED OR MERCK. THEY'RE ALL WORKING WELL."

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    …SOME LEADERSHIP. IT HASN'T. BUT THERE ARE IDIOSYNCRATIC STORIES UNDERNEATH THE SURFACE THAT SHOULD HAVE YOU ALLOCATING IN THE DIRECTION OF HEALTH CARE, WHETHER IT'S BRISTOL-MYERS OR A. UNITED OR A UNITED OR MERCK. THEY'RE ALL WORKING WELL. THE GLP ONE STORY, ELI LILLY, THE BIOTECHS HAVE WORKED REALLY WELL. I THINK AT SOME POINT THERE IS GOING TO BE AI ORIENTED HEALTH CARE OPPORTUNITY, WHETHER IT'S DRUG DISCOVERY, WHETHER IT'S ROBOTICS DIAGNOSTICS WHATEVER THE CASE MAY BE. IF JUST IF YOU THINK ABOUT THE AMOUNT, THE SIGNIFICANT AMOUNT, THE TRI…

    THE GLP ONE STORY, ELI LILLY, THE BIOTECHS HAVE WORKED REALLY WELL.

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    Contexto da transcrição original
    …E FOR SO LONG. YEAH. >> AND IT'S HAPPENING. >> AND I THINK IN THE LAST SEVERAL YEARS, INVESTORS AND PORTFOLIO MANAGERS HAVE WANTED, BECAUSE OF THE SIZE OF THE SECTOR, TO SEE HEALTH CARE STEP FORWARD AND TAKE SOME LEADERSHIP. IT HASN'T. BUT THERE ARE IDIOSYNCRATIC STORIES UNDERNEATH THE SURFACE THAT SHOULD HAVE YOU ALLOCATING IN THE DIRECTION OF HEALTH CARE, WHETHER IT'S BRISTOL-MYERS OR A. UNITED OR A UNITED OR MERCK. THEY'RE ALL WORKING WELL. THE GLP ONE STORY, ELI LILLY, THE BIOTECHS HAVE WORKED REALLY WELL. I THINK AT SOME POINT THERE IS GOING TO BE AI ORIENTED HEALTH CARE OPPORTUNITY, WHETHER IT'S DRUG DISCOVERY, WHETHER IT'S ROBOTICS DIAGNOSTICS WHATEVER THE CASE MAY BE. IF…

    THERE ARE IDIOSYNCRATIC STORIES UNDERNEATH THE SURFACE THAT SHOULD HAVE YOU ALLOCATING IN THE DIRECTION OF HEALTH CARE, WHETHER IT'S BRISTOL-MYERS OR A. UNITED OR A UNITED OR MERCK. THEY'RE ALL WORKING WELL.

    Contexto extraído por IA "SHOULD HAVE YOU ALLOCATING IN THE DIRECTION OF HEALTH CARE, WHETHER IT'S BRISTOL-MYERS OR A. UNITED OR A UNITED OR MERCK. THEY'RE ALL WORKING WELL."

Transcrição Completa
>> WELCOME BACK. LET'S GET A CHECK ON HEALTH CARE. IT'S A TOP SECTOR OVER THE LAST THREE MONTHS UP 14.5%. BTIG IS JONATHAN KRINSKY SAYING IT'S CLOSE TO BREAKING A MULTIYEAR DOWNTREND? ALL THE CHART READERS KIND OF LOVE IT. IT'S BEEN EMERGING AND BASING AND AND PERFORMING IN A WAY THAT IS ANTI TECH. I GUESS IT'S USEFUL IN THAT SENSE. JASON PUT A STORYLINE AROUND SOME OF THIS MAYBE WITH BIOTECH IN PARTICULAR. OBVIOUSLY DEALS HAVE PICKED UP AND THE ACQUIRERS HAVE HAD THEIR STOCKS DO PRETTY WELL. SO I GUESS ENCOURAGING MORE ACTIVITY. >> ABSOLUTELY. SO I THINK THE MAJOR CATALYST OBVIOUSLY FOR FOR BIOTECH IS THE PATENT CLIFFS, RIGHT. I MEAN THAT'S THAT'S WHAT'S DRIVING ALL THE M&A THESE BIG PHARMA COMPANIES HAVE TO STOPGAP SOME OF THESE REVENUE STREAMS THAT HAVE BEEN LOST FROM LIKE A, YOU KNOW, WE ALWAYS, WE ALWAYS TALK ABOUT ABBVIE AND HUMIRA. HUMIRA WAS 30% OF THEIR REVENUE TWO YEARS AGO. THEY NEED TO REPLACE THAT REVENUE STREAM WITH THE, YOU KNOW, WITH THE BIOSIMILARS NOW, YOU KNOW, OFF, OFF THE OFF THE BALANCE SHEET. SO FOR ME, I THINK THAT'S WHAT'S BEEN THE MAJOR DRIVER. IBD IS UP 12%. SBI IS UP EVEN MORE. I KNOW, JOE, THAT'S ONE YOU OWN. BUT THAT'S BEEN THE STORY IN THE BIOTECH COMPLEX. >> HEALTH CARE IS BEING REMADE. SO THERE'S A COMPANY IN THE PRIVATE MARKETS, TIME CARE, WHICH HANDLES. SO ALL THE PAYERS IN VARYING LEVELS. HUMANA CVS UNITEDHEALTH OUTSOURCED THEIR CANCER JOURNEY, THEIR CANCER CARE FOR PATIENTS. THE COMPANY HAS GROWN 100% A YEAR, WILDLY PROFITABLE, AND THE INSURERS MAKE MONEY. SO IT'S BEING REMADE HEALTH CARE. SO THEY'RE ADDING TO THE BOTTOM LINE OF HUMANA, OF CVS, OF UNITEDHEALTH OF AETNA MEANINGFULLY. SO THAT'S THE WAY HEALTH CARE IS GOING, ALL DRIVEN BY VALUE BASED CARE, WHICH IS REQUIRED FOR MEDICARE AND MEDICAID BY 2030, WHERE THE PROVIDERS HAVE TO ASSUME THE RISK. SO I THINK YOU HAVE TO WATCH FOR COMPANIES LIKE TIME CARE AND OTHERS IN THE PRIVATE MARKETS WHEN THEY GO PUBLIC, BECAUSE THEY WILL BE HUGE WINNERS. >> I MEAN, IT'S BEEN THE PROMISE FOR SO LONG. YEAH. >> AND IT'S HAPPENING. >> AND I THINK IN THE LAST SEVERAL YEARS, INVESTORS AND PORTFOLIO MANAGERS HAVE WANTED, BECAUSE OF THE SIZE OF THE SECTOR, TO SEE HEALTH CARE STEP FORWARD AND TAKE SOME LEADERSHIP. IT HASN'T. BUT THERE ARE IDIOSYNCRATIC STORIES UNDERNEATH THE SURFACE THAT SHOULD HAVE YOU ALLOCATING IN THE DIRECTION OF HEALTH CARE, WHETHER IT'S BRISTOL-MYERS OR A. UNITED OR A UNITED OR MERCK. THEY'RE ALL WORKING WELL. THE GLP ONE STORY, ELI LILLY, THE BIOTECHS HAVE WORKED REALLY WELL. I THINK AT SOME POINT THERE IS GOING TO BE AI ORIENTED HEALTH CARE OPPORTUNITY, WHETHER IT'S DRUG DISCOVERY, WHETHER IT'S ROBOTICS DIAGNOSTICS WHATEVER THE CASE MAY BE. IF JUST IF YOU THINK ABOUT THE AMOUNT, THE SIGNIFICANT AMOUNT, THE TRILLIONS OF DOLLARS THAT ARE GOING TO BE SPENT OVER THE NEXT 5 TO 10 YEARS ALREADY. >> I MEAN, I SIT ON THE BOARD OF A COMPANY WHERE WE'RE INVESTED, DIGITAL DIAGNOSTICS, WHICH HAD THE FIRST AI SOFTWARE THAT DIAGNOSES DIABETIC RETINOPATHY. THE LEADING CAUSE OF BLINDNESS, AFFECTS 450,000,440 MILLION GLOBALLY, WITH OVER 90% ACCURACY VERSUS CONVENTIONAL EXAMS, WHICH ARE 33%. SO IT'S BEEN HAPPENING. YOU'RE JUST NOT HEARING ABOUT IT AS MUCH BECAUSE THESE ARE LARGE COMPANIES AND THE INROADS ARE REALLY PICKING UP STEAM. >> I THINK IT SUPPORTS THE PREMISE OF BE THERE, BE ALLOCATED TO HEALTH CARE. BUT I DON'T KNOW COLLECTIVELY IF THE INVESTMENT COMMUNITY HAS ACCEPTED IT AND SAID, OKAY, WE'RE MOVING TO IT. ONE NAME THAT'S INTERESTING. >> IN THE PRIVATE MARKETS, THEY CERTAINLY. >> ARE IN THE PRIVATE MARKETS. AND YOU SEE THAT YOU HAVE THAT VISIBILITY MUCH BETTER THAN I

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