Investing.com - At the start of every quarter, Deutsche Bank presents its top investment ideas per sector to hold over the next twelve months. It’s the time for the healthcare sector to receive the spotlight.“Edwards represents one of the premier growth stories across large cap medtech over the next few years, with a steady flow of important pipeline catalysts over the next couple years to keep investors engaged,” analysts at Deutsche Bank said, in a note dated July 2.
Keytruda’s success also positions it for Inflation Reduction Act selection in FY2028, but it also ensures Medicare volume. Its clinical data also provides a moat that may widen with early-stage data and combinations. While this hasn’t gone completely unnoticed, exemplified by the 82% tear Tenet has gone on in the first six months of 2024 relative to just a 16% gain for the S&P 500, Deutsche Bank notes that the current multiple of 7.4x 2025 EBITDA is only 7% above Tenet’s 2-year and 7-year averages.