Predictions
Intuitive Surgical Inc
Start price
Target price
Perf. (%)
€225.60
24.01.22
24.01.22
€210.00
24.01.23
24.01.23
9.44%
30.01.22
30.01.22
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
Higher EBIT margin than peer group
Fair valuation
UnitedHealth Group Inc.
Start price
Target price
Perf. (%)
€407.05
24.01.22
24.01.22
€418.00
24.01.23
24.01.23
10.66%
25.01.23
25.01.23
Could be worthwhile Investment >10% per year
Eli Lilly Corp.
Start price
Target price
Perf. (%)
€213.80
18.01.22
18.01.22
€350.00
18.01.23
18.01.23
47.33%
23.09.22
23.09.22
Top 10 in its market
Could be worthwhile Investment >10% per year
High dividend yield expected
Innovative
Biogen Inc.
Start price
Target price
Perf. (%)
€192.48
12.01.22
12.01.22
€240.00
12.01.23
12.01.23
-0.52%
16.02.22
16.02.22
Could be worthwhile Investment >10% per year
Known brand
Biogen Inc.
Start price
Target price
Perf. (%)
€194.22
12.01.22
12.01.22
€240.00
12.01.23
12.01.23
-0.90%
12.01.22
12.01.22
Could be worthwhile Investment >10% per year
Known brand
Illumina Inc.
Start price
Target price
Perf. (%)
€364.50
11.01.22
11.01.22
-
11.01.23
11.01.23
-8.29%
21.01.22
21.01.22
Probably not worthwhile Investment
Vertex Pharmaceuticals Inc.
Start price
Target price
Perf. (%)
€196.52
08.01.22
08.01.22
€915.00
14.01.27
14.01.27
112.73%
20:54
20:54
Could be very worthwhile Investment >20% year
Revenue growth > 30% per year expected
EBIT growth > 30% per year expected
ROE higher than 15% per year
Pfizer Inc.
Start price
Target price
Perf. (%)
€50.01
03.01.22
03.01.22
€78.00
03.01.23
03.01.23
-2.98%
04.01.23
04.01.23
Could be very worthwhile Investment >20% year
Revenue growth > 30% per year expected
EBIT growth > 30% per year expected
Undervalued
Johnson & Johnson
Start price
Target price
Perf. (%)
€149.96
28.12.21
28.12.21
-
28.12.22
28.12.22
10.44%
29.12.22
29.12.22
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
Good culture
Top 10 in its market
Biogen Inc.
Start price
Target price
Perf. (%)
€208.25
27.12.21
27.12.21
€215.00
27.12.22
27.12.22
23.82%
28.12.22
28.12.22
Could be worthwhile Investment >10% per year
Pfizer Inc.
Start price
Target price
Perf. (%)
€52.51
22.12.21
22.12.21
€55.00
22.12.22
22.12.22
-7.45%
23.12.22
23.12.22
Could be worthwhile Investment >10% per year
Johnson & Johnson
Start price
Target price
Perf. (%)
€147.94
22.12.21
22.12.21
-
22.12.25
22.12.25
1.31%
28.12.21
28.12.21
Future proof or reliable business model
Could be worthwhile Investment >10% per year
Fair valuation
Innovative
Intuitive Surgical Inc
Start price
Target price
Perf. (%)
€304.50
13.12.21
13.12.21
€330.00
13.12.22
13.12.22
-25.91%
24.01.22
24.01.22
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
Higher EBIT margin than peer group
Fair valuation
Pfizer Inc.
Start price
Target price
Perf. (%)
€48.36
06.12.21
06.12.21
€60.00
06.12.22
06.12.22
-0.12%
06.12.22
06.12.22
Could be worthwhile Investment >10% per year
Johnson & Johnson
Start price
Target price
Perf. (%)
€140.70
27.11.21
27.11.21
€160.00
27.11.22
27.11.22
21.35%
28.11.22
28.11.22
Could be worthwhile Investment >10% per year
Significant cyclical dependencies
Regeneron Pharmaceuticals Inc.
Start price
Target price
Perf. (%)
€533.60
09.11.21
09.11.21
€600.00
09.11.22
09.11.22
38.91%
10.11.22
10.11.22
Could be worthwhile Investment >10% per year
Pfizer Inc.
Start price
Target price
Perf. (%)
€41.11
09.11.21
09.11.21
€60.00
09.11.22
09.11.22
14.73%
19.01.22
19.01.22
Small challenges to pay loans and raise capital
Innovative
Very small cyclical dependencies
Some uniques
Regeneron Pharmaceuticals Inc.
Start price
Target price
Perf. (%)
€524.70
08.11.21
08.11.21
-
08.11.22
08.11.22
10.50%
21.07.22
21.07.22
Merck & Co. Inc.
Start price
Target price
Perf. (%)
€70.70
05.11.21
05.11.21
€60.00
31.12.23
31.12.23
28.01%
24.08.22
24.08.22
Could be worthwhile Investment >10% per year
Pfizer Inc.
Start price
Target price
Perf. (%)
€42.04
05.11.21
05.11.21
€70.00
31.12.24
31.12.24
11.00%
02.09.22
02.09.22
Could be worthwhile Investment >10% per year
Vertex Pharmaceuticals Inc.
Start price
Target price
Perf. (%)
€167.78
04.11.21
04.11.21
€300.00
04.11.22
04.11.22
63.28%
28.06.22
28.06.22
Could be very worthwhile Investment >20% year
Merck & Co. Inc.
Start price
Target price
Perf. (%)
€70.76
26.10.21
26.10.21
€65.00
26.10.22
26.10.22
38.64%
27.10.22
27.10.22
Could be worthwhile Investment >10% per year
Humana Inc.
Start price
Target price
Perf. (%)
€390.10
20.10.21
20.10.21
€460.00
31.12.23
31.12.23
25.56%
01.09.22
01.09.22
Could be very worthwhile Investment >20% year
UnitedHealth Group Inc.
Start price
Target price
Perf. (%)
€373.45
20.10.21
20.10.21
€450.00
31.12.23
31.12.23
28.49%
28.06.22
28.06.22
Could be very worthwhile Investment >20% year
Anthem Inc.
Start price
Target price
Perf. (%)
€363.90
20.10.21
20.10.21
€400.00
31.12.23
31.12.23
26.90%
28.06.22
28.06.22
Could be very worthwhile Investment >20% year