"Healthcare investing has felt like walking through quicksand this year. One moment, the sector looks ready to spring forward on breakthrough drugs and aging demographics, the next, it is yanked back by clinical trial disappointments or tariff fears. and have underperformed severely after significant gains in recent years due to those reasons, and Jim Cramer is now betting on an underdog to do well."
" has spent the past few years rebuilding after a series of profit declines tied to soaring medical costs inside its Aetna insurance arm. Cramer argues the repair work is finally paying off, pointing to a July earnings beat , a raised outlook, and the quiet retreat of Walgreens and Rite Aid. CVS finds itself "the last man standing" in many markets, able to grab market share almost by default."
Healthcare investing has been volatile, swinging between optimism over breakthrough drugs and aging demographics and setbacks from clinical trial disappointments or tariff fears. CVS has spent the past few years rebuilding after profit declines tied to soaring medical costs within its Aetna insurance arm. Recent results include a July earnings beat and a raised outlook, alongside a quieter competitive landscape as Walgreens plans store closures and Rite Aid shrinks amid bankruptcy. CVS stock is up about 67.3% year-to-date but remains over 33% below its 2015 peak. The company now occupies dominant positions in many markets and can capture share by default.
Read at 24/7 Wall St.
Unable to calculate read time
Collection
[
|
...
]