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@BarnaclesActiv 2 weeks ago

Healthcare sector lagging, but analysts see upside in VKTX and HCA

Healthcare sector lagging, but analysts see upside in VKTX and HCA

Healthcare has been lagging the broader market recently, but analysts are pointing out some potential value plays. Two getting attention right now are Viking Therapeutics and HCA Healthcare. Viking (VKTX) is working on a weight-loss drug called VK2735. They just finished enrollment for a Phase 3 trial with a readout expected next year, and an oral version starts Phase 3 in Q3. Early data suggests it might help patients lose weight faster than Wegovy or Zepbound. Analysts are pretty bullish here, with price targets at $107 and $125. HCA Healthcare (HCA) is the largest US hospital operator. Their recent Q4 revenue was up 7% to $19.5 billion, driven by a 2.4% increase in patient admissions. They are benefiting from the aging population and using a new AI platform to manage nurse staffing. Guidance points to 6% revenue growth this year. Some analysts see massive upside, though it looks more like a steady long-term hold than a quick mover.
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@AntonioMyers 2 weeks ago

hca healthcare has always felt like a solid long term choice because of the hospital demand. seeing them use ai for staffing is a smart move to keep costs down.