What specific metrics define Eli Lilly and Company’s position among Billionaire Ken Fisher’s healthcare stock picks? How has digital transformation impacted the healthcare industry’s financial pressures? What roles do AI and regulatory frameworks play in the future of healthcare innovation? What challenges does the healthcare sector face in integrating AI technologies? Which factors are influencing the predicted growth of the healthcare industry moving into 2025?
We recently published a list of Billionaire Ken Fisher’s 10 Healthcare Stock Picks with Massive Upside Potential. In this article, we are going to take a look at where Eli Lilly and Company (NYSE:LLY) stands against other Billionaire Ken Fisher’s healthcare stock picks with massive upside potential.
The healthcare industry, an essential component of global well-being and economic resilience, is undergoing significant changes. The industry, which is thought to account for more than 10% of the world’s GDP, is set to enter a new era characterized by demographic shifts, digital innovation, and regulatory realignment. Stakeholders in the life sciences, diagnostics, and healthcare services ecosystem face a conundrum as of 2025: stability is threatened by ongoing financial strain, growing operational complexity, and geopolitical risks, despite the abundance of growth opportunities.
Healthcare earnings in the U.S. are still under pressure. EBITDA as a percentage of national health spending has dropped by 150 basis points since 2019, which has a significant impact on both payers and providers, according to McKinsey. The World Health Organization projects a 10-million-person shortage of healthcare workers worldwide by 2030, limited reimbursement growth, and high inflationary prices. At the same time, digital transformation has gained importance. According to Deloitte, 90% of executives in global health systems anticipate a faster adoption of digital technology, and over 70% of them intend to increase operational efficiency in 2025.
Artificial intelligence (AI) is at the heart of this change. AI, which was once aspirational, is now a disruptive force that improves everything from medical diagnosis to hospital logistics. AI is seen by EU institutions as essential to the modernization of public health. The European Health Data Space (EHDS), which will be launched in 2025, and the European Commission’s 2024 AI Act aim to guarantee that AI technologies are reliable and safe while facilitating access to high-quality, interoperable health data. These frameworks provide patients and developers with legal protection by simplifying liability standards for flawed AI systems, in conjunction with the revised Product Liability Directive.
However, issues remain. Integrating AI into clinical operations necessitates consistent funding, cultural acceptance, and regulatory clarity. Bias in data, ethical considerations, and the complexity of agentic AI solutions—tools that work autonomously to perform multi-step healthcare processes—require careful management. Despite these challenges, practical applications are gaining traction: AI is currently used in early sepsis identification, breast cancer screening, and pharmaceutical R&D, with potential to shorten medication development timelines and improve patient outcomes.
Meanwhile, recent geopolitical developments are casting a shadow on global healthcare supply networks. In April 2025, President Donald Trump announced substantial tariffs, including a 10% baseline and targeted taxes on medical devices, which might disrupt access to vital inputs like diagnostic tools and protective equipment. “What Trump unveiled Wednesday is stupid, wrong, arrogantly extreme, and ignorant trade-wise,” said billionaire investor Ken Fisher in a harsh indictment of the proposal. Furthermore, Morningstar and Fitch analysts warn of rising expenses for hospitals, which are already dealing with low margins and restricted pricing options.
These changes—technological, legislative, and geopolitical—occur against a backdrop of cautious optimism. While GDP growth in the United States is predicted to drop from 2.7% in 2024 to 1.5% in 2025, the healthcare industry remains strong. As AI integration deepens, policy clarity emerges, and investment cycles reset, the industry may be poised for a new era of growth.
To create our list of Billionaire Ken Fisher’s 10 Healthcare Stock Picks with Massive Upside Potential, we looked at Ken Fisher’s Q4 2024 13F SEC filings to find healthcare stocks in his portfolio. We then chose the ten stocks with the highest upside potential based on average analyst price forecasts, as of the time of writing this article. The equities were then sorted in ascending order of predicted upside. This strategy highlights the most promising healthcare investments in Fisher’s existing portfolio. Furthermore, hedge fund sentiment was also laid out for these stocks, as of Insider Monkey’s Q4 2024 database.
Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).
Eli Lilly and Company (LLY): Among Billionaire Ken Fisher’s Healthcare Stock Picks with Massive Upside Potential
Upside Potential: 24.73%
Number of Hedge Fund Holders: 115
Eli Lilly and Company (NYSE:LLY), founded in 1876 and based in Indianapolis, Indiana, is a global pharmaceutical industry leader. The company creates novel drugs for diabetes, obesity, oncology, immunology, and the brain. It promotes well-known treatments such as Mounjaro, Trulicity, Zepbound, Verzenio, and Jaypirca.
Eli Lilly and Company (NYSE:LLY) surpassed expectations in 2024, exceeding initial sales guidance by $4 billion and EPS estimates by $4 per share, even after accounting for IPR&D expenditures. This result was driven by significant momentum in the incretin market, where Mounjaro and Zepbound continued to grow their presence.
Looking ahead, the year 2025 is predicted to be significant. The Phase 3 ACHIEVE-1 trial, which is investigating Orforglipron in type 2 diabetes, is expected to report results in Q2. It recently stated that the oral medication resulted in an 8% weight loss over 40 weeks, outperforming Ozempic’s 6% in similar individuals, and decreased blood sugar by 1.3%. Despite being slightly lower than Ozempic’s 2.1% reduction, Orforglipron’s oral convenience may provide a competitive advantage in a market that is traditionally dominated by injectables. The company’s share price increased by 16% upon the announcement of the results.
Furthermore, in Q3, Eli Lilly and Company (NYSE:LLY) anticipates critical results from the ATTAIN-1 and ATTAIN-2 obesity trials, which will support regulatory applications for Orforglipron in obesity by late 2025. Additional catalysts include SURPASS-CVOT data for tirzepatide in cardiovascular outcomes and preliminary results for Retatrutide from the TRIUMPH-4 study in overweight patients with osteoarthritis.
Eli Lilly and Company (NYSE:LLY) is also expanding its cancer pipeline through Jaypirca trials, which are aiming at earlier-stage medicines, and through neurodegenerative research. These accomplishments highlight the pharmaceutical company’s strong innovation engine, making it a strong pick in Ken Fisher’s stock portfolio.
Overall, LLY ranks 8th on our list of Billionaire Ken Fisher’s healthcare stock picks with massive upside potential. While we acknowledge the potential of these companies, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than LLY but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock.
Among Billionaire Ken Fisher’s Healthcare Stock Picks with Massive Upside Potential
Billionaire investor Ken Fisher, founder and CEO of Fisher Investments, is known for his acute insight into market trends and stock selection. With a career spanning over four decades, Fisher has amassed a diverse portfolio and is particularly interested in sectors that promise substantial growth. Among these sectors, healthcare stands out as one of the most promising due to its resilience, demographic shifts, and technological advancements. Here, we explore some of Ken Fisher’s healthcare stock picks that show significant upside potential.
1. UnitedHealth Group Incorporated (UNH)
UnitedHealth Group is one of Fisher’s favorite stocks in the healthcare sector. As a diversified healthcare company, it operates through two main segments: UnitedHealthcare and Optum. With the growing elderly population and increasing demand for healthcare services, UnitedHealth has strategically positioned itself in the market. Moreover, its strong earnings growth and substantial market share add to its allure for investors.
Fisher often emphasizes the importance of profitability when selecting stocks, and UnitedHealth’s consistent performance speaks volumes. Analysts predict continued growth driven by an increase in membership and expansion into new markets. The recent technological innovations in telehealth and digital health services further bolster UnitedHealth’s prospects, making it a strong candidate for investors seeking long-term gains.
2. AbbVie Inc. (ABBV)
AbbVie, a biopharmaceutical company known for its successful drug portfolio, is another stock on Fisher’s radar. It gained prominence for its blockbuster drug Humira, used to treat various autoimmune disorders. The company’s innovative pipeline, from oncology to immunology, presents enormous growth potential. Recent approvals for key drugs, such as Rinvoq and Skyrizi, have positioned AbbVie as a leader in the industry.
Fisher appreciates companies with robust R&D capabilities, and AbbVie’s commitment to innovation has paid off. With a strong dividend policy in place, AbbVie offers not only growth potential but also income for investors. With its diverse portfolio and strong pipeline, AbbVie is an attractive choice for long-term investors looking to capitalize on advancements in healthcare.
3. Medtronic PLC (MDT)
Medtronic stands out as a leader in medical technology, providing products and solutions to address chronic diseases. Fisher’s interest in Medtronic stems from its broad range of medical devices, including cardiovascular, diabetes, and neurological solutions. The company’s emphasis on innovation, particularly its developments in robotic-assisted surgery and remote monitoring technologies, sets it apart from competitors.
As healthcare systems worldwide scramble to adopt advanced technologies, Medtronic is well-positioned for growth. The pandemic has accelerated the shift towards telehealth and remote patient management, and Medtronic’s innovative offerings resonate well with this trend. With a focus on sustainability and improving patient outcomes, Medtronic’s stock presents a compelling case for investors.
4. Thermo Fisher Scientific Inc. (TMO)
Thermo Fisher is a key player in the life sciences sector, known for its analytical instruments and laboratory equipment. The pandemic highlighted the importance of diagnostic and clinical laboratory services, and Thermo Fisher capitalized on this trend by providing essential testing and research tools. Fisher’s investment in Thermo Fisher stems from its strong market position and robust growth trajectory.
With an ever-increasing demand for laboratory services and research capabilities, particularly in genomics and biopharma, Thermo Fisher is set to benefit in the coming years. The company’s strategic acquisitions have further strengthened its capabilities, enabling it to expand its product offerings and reach new markets. For investors looking at stability coupled with robust growth, Thermo Fisher remains a top contender.
5. Cigna Corporation (CI)
Cigna, a global health service company, has garnered attention for its commitment to improving healthcare outcomes while controlling costs. Fisher appreciates Cigna’s integrated approach, which blends health insurance and health services, making it unique among its peers. The company’s significant investment in technology and analytics is aimed at better managing chronic illnesses and improving patient care.
Cigna’s acquisition of Express Scripts was a strategic move that has strengthened its market position, providing significant synergies. As healthcare costs continue to rise, Cigna’s innovations in value-based care are likely to enhance its attractiveness to both consumers and investors. With a consistent focus on enhancing healthcare access and affordability, Cigna presents a compelling opportunity for growth.
Conclusion
Ken Fisher’s investment strategies in the healthcare sector reveal insightful opportunities for investors. The stocks discussed—UnitedHealth Group, AbbVie, Medtronic, Thermo Fisher, and Cigna—reflect Fisher’s commitment to identifying companies with solid fundamentals, innovation potential, and growth prospects. As the healthcare industry continues to evolve, driven by technological advancements and demographic shifts, these stocks are poised for significant upside potential. Investors looking to diversify their portfolios with solid healthcare names may find these picks an appealing avenue for substantial returns in the foreseeable future.
As always, potential investors should conduct their own due diligence and consider various factors before entering the market. With healthcare continuously being a critical and evolving sector, the right choices can lead to hefty rewards down the road.
Ken Fisher, a prominent billionaire investor, has made notable healthcare stock picks recently that show substantial potential for growth. Here are some key stocks in this sector that may offer significant upside:
UnitedHealth Group (UNH):
- A leading health insurance provider, UnitedHealth has shown consistent growth due to its diversified services in healthcare management and technology.
Thermo Fisher Scientific (TMO):
- Specializing in analytical instruments and laboratory supplies, Thermo Fisher benefits from ongoing advancements in life sciences, making it a strong candidate for future growth.
AbbVie (ABBV):
- Known for its strong pipeline of pharmaceuticals and recent acquisitions, AbbVie is well-positioned in the biotech space and offers potential for high returns.
Regeneron Pharmaceuticals (REGN):
- With a robust portfolio of biopharmaceuticals and ongoing innovation in treatments, Regeneron presents promising growth opportunities driven by new product launches.
- Cigna (CI):
- As a healthcare service company, Cigna has expanded its capabilities in health and wellness, aiming for long-term growth in a competitive landscape.
These companies reflect Fisher’s strategic investments aimed at capitalizing on growth trends in the healthcare sector. Each stock’s performance may be influenced by new product developments, regulatory changes, and market dynamics, indicating potential for significant returns.