Atlas Healthcare Fund, managed by VST Capital, invested in Eli Lilly at around $350 per share in 2020, well before its GLP-1 drug tirzepatide became a major success. The stock now trades above $1,200, reflecting a gain of over 246%. This early investment was based on deep clinical analysis rather than market trends, a strategy also applied to other healthcare stocks like Alnylam and TransMedics, which saw significant returns. Since its 2020 launch, the fund has delivered a cumulative return of over 1,720%, highlighting the value of clinical expertise in identifying breakthrough healthcare investments early.
The healthcare sector has led all S&P 500 sectors with a 13.10% gain over the past three months, despite lagging year-to-date. Major pharmaceutical companies Eli Lilly, Johnson & Johnson, and AbbVie offer a mix of growth and income, with strong recen...
Nxera Pharma announced a net profit of JPY 1,591 million (US$10.1 million) for Q2 2026, reversing a prior loss due to multiple milestone payments from partners like Neurocrine, AbbVie, and Lilly. The company progressed regulatory approvals and commer...
Eli Lilly and Novo Nordisk both beat Q2 estimates and raised their full-year outlooks, but investors favored Lilly, boosting its shares while punishing Novo. Lilly leads the obesity drug market with a 60.9% U.S. share, driven by strong sales of Mounj...
