4min snip

The Long View cover image

Dave Sekera: A Market Outlook for 2025 and Beyond

The Long View

INSIGHT

Healthcare Sector Valuation

  • Eli Lilly's high valuation skews the overall healthcare sector valuation upwards.
  • Removing Eli Lilly reveals the healthcare sector may be undervalued by 7-8%.
  • Medical devices, like Medtronic and Zimmer, are particularly attractive within healthcare.
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