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)).
Merck & Co., Inc. (MRK): Between the health actions of Ken Fisher’s billionaire, they are treated with a massive potential on the reverse
A foreground by the hand of a person holding a bottle of pharmaceuticals.
Potential in reverse: 48.91%
Number of coverage fund holders: 91
With Hallmark medicines in oncology, vaccines and infectious diseases, Merck & Co., Inc. (NYSE: MRK) is a leading health company around the world that works in both human and animal health. The company, known for its innovation -based channel, continues to make important R&D investments while negotiating the changing dynamics of the world market.
Merck & Co., Inc. (NYSE: MRK) generated $ 15.6 billion in total sales, which was 7% higher than the previous year (9% ex-flax). Keytruda sales increased by $ 21% to $ 7.8 billion due to the robust world demand for metastatic and initial phase. In addition, the company’s animal health division registered a strong growth of 13%. Gardasil’s sales, however, fell 18% as a result that shipments to China stopped due to high levels of inventory to Zhifei Distribution Partner. Merck, however, is still optimistic about Gardasil’s long -term perspectives worldwide.
It is expected that the company’s main business development will counteract Gardasil’s challenges in China, with revenue projections for 2025 ranging from 64.1 to $ 65.6 billion and EPS NO GAAP from $ 8.03. In addition to increasing its dividend, Merck & Co., Inc. (NYSE: MRK) increased its authorization for stock purchases to $ 12 billion, reinforcing shareholders’ returns. Above all, the pipeline contains more than 20 potential blockbusters, such as Winrevair for Pulmonary Hypertension, which has been approved in more than 35 countries and saw initial sales of $ 200 million.
After the promising findings of Phase III in patients with TGCT, Merck & Co., Inc. (NYSE: MRK) exercised its Pimicotinib Global Commercialization Rights, a CSF-1R inhibitor created by Abbisko Therapeutics, on March 31, 2025, expanding its oncological channeling. Merck long -term growth prospects are improved with this $ 85 million acquisition, which expands its extensive oncology bank.
Thus, Merck & Co., Inc. (NYSE: MRK) It continues to be a high convention pharmaceutical investment in Ken Fisher’s actions portfolio due to its innovation -led approach, diversified portfolio and dedication to capital discipline.
Usually mrk Ranks 2nd 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 an Ia stock that is more promising than MRK but selling less than five times, see our report on this Ia stock cheap.
