The health industry, an essential component of global well -being and economic resilience, is undergoing significant changes. The industry, which is believed to be more than 10% of the world GDP, is expected to enter a new era characterized by demographic changes, digital innovation and regulatory rearrangement. The parties interested in life sciences, diagnoses and health services are facing a congress from 2025: stability is threatened by continuous financial tension, increasing operational complexity and geopolitical risks, despite the abundance of growth opportunities.
Health income in the United States is still under pressure. Ebitda as a percentage of national health expenditure has dropped to 150 basic points since 2019, which has a significant impact on both payers and suppliers, according to Mckinsey. It World Health Organization Projects that will have a shortage of 10 million people of health workers worldwide until 2030, a limited reimbursement growth and high inflationary prices. At the same time, digital transformation has gained importance. According to Deloitte90% of global health executives provide for faster adoption of digital technology and more than 70% of them intend to increase operational efficiency by 2025.
Artificial intelligence (AI) is in the heart of this change. Alas, which was once aspirational, is now a disruptive force that improves everything, from medical diagnosis to hospital logistics. EU institutions consider AI to be essential for the modernization of public health. It European health data space (EHDS), which will be launched in 2025, and the AI Law of the European Commission 2024 aims to ensure that AI technologies are reliable and secure, while facilitating access to high quality interoperable health data. These frameworks provide patients and developers by legal protection by simplifying the standards of responsibility for defective Ia systems, together with the directing directive of the revised product.
However, there are problems. The integration of the AI in clinical operations requires constant funding, cultural acceptance and regulatory clarity. The bias in the data, the ethical considerations and the complexity of the Ai Agents – so that they work autonomously to carry out health processes in various steps – require careful management. Despite these challenges, practical applications are gaining traction: AI is currently used in identifying early sepsis, breast cancer screening and pharmaceutical R&D, with the potential of shortening medicine development deadlines and improving patient results.
Meanwhile, the recent geopolitical developments are making a shadow on global health supply networks. In April 2025, President Donald Trump announced substantial rates, including a 10% reference line and taxes aimed at medical devices, which could interrupt access to vital inputs such as diagnostic tools and protection equipment. “What Trump awakened on Wednesday is stupid, wrong, arrogantly extreme and ignorant,” said investor billionaire Ken Fisher in a hard accusation of the proposal. In addition, Morningstar and Fitch Analysts warn of the increase in hospitals, which are already treating low margins and restricted price options.
These changes, technological, legislative and geopolitical, occur in a context of prudent optimism. Although GDP growth in the United States is expected to drop from 2.7% by 2024 to 1.5% by 2025, the healthcare industry is still strong. As AI integration deepens, there is a clarity of politics and investment cycles are restored, the industry may be willing to a new growth age.
To create our list of the 10 Ken Fisher’s billionaire healthcare elections with a massive potential, we examined the 13 20 2024 -dry Ken Fisher’s 13f tiles to find health actions on their portfolio. Next, we chose the ten stocks with the most potential on the reverse depending on the average prices of analysts, from the moment of writing this article. The actions were then ordered in an upside down order. This strategy highlights the most promising health investments in Fisher’s existing portfolio. In addition, a coverage fund for these stocks was established, based on the database Insider Monkey Q4 2024.
Why are we interested in the stocks that cover the funds? The reason is simple: our research has shown that we can overcome the market by imitating the best stock options for the best coverage funds. The strategy of our quarterly bulletin selects 14 stocks of small layers and large layers each quarter and has returned 373.4% since May 2014, surpassing its reference point at 218 percentage points (Check out more details here)).
Eli Lilly and Company (Lly): Between the health actions of Ken Fisher’s billionaire, they are treated with a massive potential on the reverse
Potential in reverse: 24.73%
Number of coverage fund holders: 115
Eli Lilly and Company (Nyse: Lly), founded in 1876 and based in Indianapolis, Indiana, is a leader of the world pharmaceutical industry. The company creates new drugs for diabetes, obesity, oncology, immunology and brain. It promotes treatments known as Mounjaro, Trulicity, Zepbound, Verzenio and Jaypirca.
Eli Lilly and Company (NYSE: Lly) exceeded expectations by 2024, overcoming initial sales orientations at $ 4 billion and EPS estimates in $ 4 per action, even after counting the expenses of IPR and D. This result was driven by a significant momentum in the incretation market, where Mounjaro and Zepbound continued to grow their presence.
Forward, it is expected that in 2025 it will be significant. The essay of phase 3 ACEPT-1, which investigates the organization in type 2 diabetes, is expected to report the results in Q2. He recently stated that oral medication was a weight loss of 8% for 40 weeks, exceeding 6% of OzemPic in similar individuals and decreased blood sugar by 1.3%. Despite being slightly lower than the 2.1% Ozempic reduction, Oral Company of OrFfortglprgron can provide a competitive advantage in a market that is traditionally dominated by injectables. The company’s stock price increased by 16% after the announcement of the results.
In addition, in the Q3, Eli Lilly and Company (NYSE: Lly) provides for the critical results of Obesity ATTAIN-1 and ATAIN-2 obesity essays, which will support the regulatory applications of OrForglpron Patients with overweight with osteoarthritis.
Eli Lilly and Company (NYSE: Lly) is also expanding its cancer channeling through Jaypirca tests, whose objective medicines are intended and through neurodegenerative research. These accomplishments highlight the strong engine of innovation of the pharmaceutical company, which makes it a strong choice in Ken Fisher’s actions portfolio.
Usually lly occupies 8th place In our list of Ken Fisher’s billionaire healthcare actions, they are massive potential. Although we recognize the potential of these companies, our conviction lies in the belief that some AI actions have a greater promise to obtain higher yields and do it in a shorter period. There is an AI stock that increased since the beginning of 2025, while the popular AI actions lost around 25%. If you are looking for a stock of Ia more promising than Lly but sells less than five times, see our report on this Ia stock cheap.
