Quality healthcare stocks like Clinuvel are in this basket. CUV...

Quality healthcare stocks like Clinuvel are in this basket. CUV has as good a ROE as any of these and much better growth - and much more shorting which I see as a big benefit for CUV when they buy back those millions of shares as this stock is so tightly held. The takeover offer has already come for Ramsay, easy to see one come for Clinuvel which has an excellent pipeline which is not priced in at all. Large and growing cash pile and profits with an FDA, EMA, TGA approved drug would add to any business immediately.

Australian healthcare sector set to outperform as pandemic fades out – Citi

09 Mar 2022 09:48

• * Australian healthcare sector will benefit from the end of the COVID-19 pandemic, Citi Research says
• * Brokerage adds companies like Cochlear Ltd , CSL Ltd , Integral Diagnostics , Ramsay Health Care and
  ASX-listed shares of Resmed Inc will outperform in the coming year
• * Remains "positively disposed" to biotech giant CSL, retains "buy" rating and price target of A$335

All IMO DYOR