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immagine del profilo
BamBamInvest
@BamBamInvest
2Mes·

Valuation Healthcare sector - Goldman Sachs

immagine del profilo
BamBamInvest
@BamBamInvest
2Mes·

Weak US healthcare sector

$UNH (+1,57%)
$OSCR (+10,3%)
$XDWH (+0,93%)
$ELV (+3,72%)
$LLY (+2,04%)
$XLV (+0,94%)


The US healthcare sector is experiencing its biggest crash in the last 20 years.


If the strong weighting no. 1 $LLY (+2,04%) (over 12%), one would have to go back even further/longer. (probably before the existence of the ETF).


I have positioned myself strongly here as I believe this is a great opportunity.


I also believe that a lot of capital will flow into the sector in the coming months. ✌️


Do you have a similar view? ✌️

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6 Commenti
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Tenbagger2024@Tenbagger2024
2Mes
I still have one US pharma share on my buy list.
But I'm wondering whether I should get in before August.
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BamBamInvest@BamBamInvest
2Mes
@Tenbagger2024 I don't think anyone can answer that 😁. I think the healthcare sector for diversification is certainly not a mistake at the moment.
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Michey777@Michey777
2Mes
@Tenbagger2024 would expect a rotation from August. Tariffs on everything will be higher than expected, pharma will remain exempt as Trump cannot afford this. The requirement to produce in the USA in 1-2 years is still a long way off (current requirement) and many are already producing there (not counting preliminary products).
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All-in-or-nothing@All-in-or-nothing
2Mes
@BamBamInvest However, there will probably be significant gaps in developments between pharma, biotech, medtech and health insurers/healthcare.

For my taste, the assessments of the sector have been far too crude here recently and little substantiated information has been provided other than arguments of size and relevance for individual market players (cf. also LVMH hype a few months ago, where the key argument was always: hey, come on, it's LVMH, what could possibly go wrong🫣).
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Michey777@Michey777
2Mes
If you define yourself as a long-term investor, you can definitely bag favorable entry prices here! The revaluation will come, especially when momentum is lower. So far I have bought $TMO $MRK $AZN. I think we will see more inflows here again from August.
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immagine del profilo
BamBamInvest@BamBamInvest
2Mes
@Michey777 I see it the same way 👌
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