Core Viewpoint - The market presents several attractive stocks, with some significantly underperforming their growth potential this year, making them appealing at current levels [1] Company Analysis: Novo Nordisk - Novo Nordisk is facing competition in the GLP-1 market from Eli Lilly, with concerns about its ability to keep pace due to clinical setbacks [4] - Despite competition, the GLP-1 market is rapidly growing, and Novo Nordisk's revenue and earnings are expected to continue growing at a rate faster than the average for similar pharmaceutical companies [5] - Key products Wegovy and Ozempic are still showing solid growth, and recent label expansions, including approvals for treating metabolic dysfunction-associated steatohepatitis and major cardiovascular events, will support financial performance [6] - The company's pipeline in weight management is strong, featuring promising candidates in various clinical development phases, including an investigational triple agonist and a dual agonist of GLP-1 and amylin [7] - Novo Nordisk's shares are reasonably valued at 14.1 times forward earnings, compared to the healthcare sector's average of 17.5, positioning the company for a potential rebound as it reports clinical progress and maintains strong financial results [9] Company Analysis: Vertex Pharmaceuticals - Vertex Pharmaceuticals is preparing to launch several new medicines in the coming years, contributing to its growth potential [8] - Both Novo Nordisk and Vertex Pharmaceuticals are considered attractively valued relative to their growth prospects [8]
If I Could Only Buy 2 Stocks in the Last Quarter of 2025, I'd Pick These