Top Picks "US Healthcare: Our Current Highest-Conviction Calls" Yee

研报英文原文证据摘录

Top Picks "US Healthcare: Our Current Highest-Conviction Calls" Yee

Global Research

28 May 2026ab

Top Picks Equities

AmericasUS Healthcare: Our Current Highest-Conviction

Calls Michael Yee

Analyst

michael.yee@ubs.com

+1-305-536 9101

Which Healthcare stocks to own AJ Rice

The US Healthcare sector is stabilizing, with improving fundamentals as prior policy Analyst

overhangs ease, supporting a more resilient outlook. Within this context, each UBS aj.rice@ubs.com

+1-212-713 4299

Healthcare analyst has detailed their most compelling Buy-rated investment idea in each

of their respective sectors. We've highlighted eight stocks where our team has a Kevin Caliendo

differentiated view, and where we have interesting or proprietary data sources, from Analyst

UBS Evidence Lab, HOLT, or elsewhere. kevin.caliendo@ubs.com

+1-212-713 3630

Ashwani VermaThe key investor debates across healthcare today center on the durability of defensive

outperformance, the path to margin recovery, and the impact of evolving regulatory and

ash.verma@ubs.com

pricing dynamics. At the same time, strong pipeline innovation, ongoing clinical +1-212-713 4059

catalysts, and an active M&A backdrop support a constructive outlook, even as rates and

David Daicapital rotation continue to drive near-term volatility. We discuss these points of debate

in detail on page 4. david.dai@ubs.com

Biotechnology - Large Cap: Vertex Pharmaceuticals Inc (VRTX) is our top pick +1-212-713 6241

in large cap biotech driven by durable cash flows and multiple near-term catalysts.

Its core CF franchise is locked in through at least 2037, with minimal competitive

risk and we do not see SION as a credible threat given the high efficacy bar VRTX

already sets. Over the next 12–18 months, we see three key catalysts in its pipeline: