#healthcare
UnitedHealth (UNH) stock: is it a buy after the crash? Bull, base, bear to 2031
Deep research on UnitedHealth: bear/base/bull across 6 months, 1 year, 3 years, 5 years. Hold, Overvalued. MCR recovery is repricing not cost control; DOJ investigation over Optum.
Johnson & Johnson (JNJ) stock forecast: bear, base, bull to 2031
JNJ stock forecast: Hold at ~21x fwd P/E. Bear/base/bull across 6 months, 1 year, 3 years, and 5 years on Darzalex, talc overhang, and the Dividend King.
Eli Lilly stock (LLY): is it a buy at 30x as the GLP-1 leader, with orforglipron and the patent cliff ahead
LLY deep dive: Hold at ~30x fwd P/E. Bear/base/bull across 6 months, 1 year, 3 years, and 5 years on tirzepatide, Foundayo, retatrutide, and the 2036 patent cliff.