UBS highlights top healthcare stocks with strong earnings and catalysts, including Cogent Biosciences and Cigna Group.

UBS analysts identified key healthcare stocks with strong earnings potential and upcoming catalysts. They favored Cogent Biosciences for its late-stage biotech assets with blockbuster potential, and Cigna Group for its valuation disconnect and expected earnings growth. CVS Health is seen as a recovery play with improving growth, while Merck offers value despite Keytruda's patent loss. United Therapeutics and CG Oncology were noted for their upside in specialty pharma and oncology. UBS's picks balance higher-risk biotech with stable, cash-generative companies, aiming for growth and re-rating opportunities.