Market Overview

Goldman Says These 25 Healthcare Stocks Are Immune To The Election

Goldman Says These 25 Healthcare Stocks Are Immune To The Election

Most healthcare stocks have had a rough election season this year after Hillary Clinton made prescription drug prices a centerpiece of her campaign. In fact, the Health Care SPDR (ETF) (NYSE: XLV) is down 3.2 percent thus far in 2016.

Healthcare investors are bracing for some significant volatility in the weeks leading up to and after the election. However, Goldman Sachs analyst Asad Haider recently compiled a list of healthcare stocks that could see minimal impact from the election.

“While large swaths of the Healthcare sector are exposed to the election theme, we attempt to isolate the companies within our coverage groups that our analysts see as least exposed to shifts in political dynamics,” Haider explained.

Related Link: 5 Election-Proof Stocks To Consider

Here’s Goldman’s full lists of 25 stocks:

    1. Alexion Pharmaceuticals, Inc. (NASDAQ: ALXN).
    2. Align Technology, Inc. (NASDAQ: ALGN).
    3. Allscripts Healthcare Solutions Inc (NASDAQ: MDRX).
    4. Amsurg Corp (NASDAQ: AMSG).
    5. athenahealth, Inc (NASDAQ: ATHN).
    6. Bayer AG (ADR) (OTC: BAYRY).
    7. BioMarin Pharmaceutical Inc. (NASDAQ: BMRN).
    8. Cerner Corporation (NASDAQ: CERN).
    10. GlaxoSmithKline plc (ADR) (NYSE: GSK).
    11. Illumina, Inc. (NASDAQ: ILMN).
    12. Impax Laboratories Inc (NASDAQ: IPXL).
    13. Johnson & Johnson (NYSE: JNJ).
    14. Merck KGaA(ADR) (OTC: MKGAY).
    15. Momenta Pharmaceuticals, Inc. (NASDAQ: MNTA).
    16. Mylan NV (NASDAQ: MYL).
    17. Owens & Minor, Inc. (NYSE: OMI).
    18. Surgery Partners Inc (NASDAQ: SGRY).
    19. Surgical Care Affiliates Inc (NASDAQ: SCAI).
    20. Teva Pharmaceutical Industries Ltd (ADR) (NYSE: TEVA).
    21. Thermo Fisher Scientific Inc. (NYSE: TMO).
    22. Vertex Pharmaceuticals Incorporated (NASDAQ: VRTX).
    23. Walgreens Boots Alliance Inc (NASDAQ: WBA).
    24. WellCare Health Plans, Inc. (NYSE: WCG).
    25. Zoetis Inc (NYSE: ZTS).

In addition, Goldman’s expectations for how certain healthcare subsectors will react to the election’s outcome are included in the chart below.

Full ratings data available on Benzinga Pro.

Do you have ideas for articles/interviews you'd like to see more of on Benzinga? Please email with your best article ideas. One person will be randomly selected to win a $20 Amazon gift card!

Latest Ratings for ALGN

Jan 2021Evercore ISI GroupUpgradesIn-LineOutperform
Nov 2020Credit SuisseMaintainsOutperform
Nov 2020SVB LeerinkMaintainsOutperform

View More Analyst Ratings for ALGN
View the Latest Analyst Ratings


Related Articles (ALGN + ALXN)

View Comments and Join the Discussion!

Posted-In: Analyst Color Specialty ETFs Health Care Politics Top Stories Analyst Ratings Trading Ideas ETFs Best of Benzinga

Latest Ratings

View the Latest Analytics Ratings
Don't Miss Any Updates!
News Directly in Your Inbox
Subscribe to:
Benzinga Premarket Activity
Get pre-market outlook, mid-day update and after-market roundup emails in your inbox.
Market in 5 Minutes
Everything you need to know about the market - quick & easy.
Fintech Focus
A daily collection of all things fintech, interesting developments and market updates.
Thank You

Thank you for subscribing! If you have any questions feel free to call us at 1-877-440-ZING or email us at