The Motley Fool·2025-11-13 09:40Core Insights - The healthcare sector is experiencing long-term growth due to an aging global population, leading to increased demand for healthcare services and treatments [1] Company Summaries Eli Lilly - Eli Lilly is positioned as a strong investment option due to its profitable financial growth, leading market position in weight loss and diabetes drugs, and a robust product pipeline [3][4] - The company’s key products, Mounjaro and Zepbound, are driving significant revenue growth, with peak annual sales for tirzepatide expected to exceed $60 billion by 2030 [3][5] - Eli Lilly reported a 54% increase in Q3 2025 revenue and a 475% surge in net income year-over-year, largely attributed to the demand for its incretin drugs [5] - Mounjaro generated $6.5 billion in revenue (up 109%) and Zepbound contributed $3.6 billion (up 185%), capturing approximately two-thirds of new U.S. incretin prescriptions [6] - The company has a history of consistent dividend payments since the late 1800s, appealing to income investors [7] Hims & Hers Health - Hims & Hers Health operates a subscription-based telehealth platform, generating over 90% of its revenue from recurring subscriptions for chronic health conditions [8][12] - The company has expanded its offerings into various specialties, including dermatology and mental health, and added compounded semaglutide to its weight loss program [9][10] - Hims & Hers reported a 90% revenue increase to $1.1 billion in the first half of 2025 compared to the same period in 2024, with net income nearly quadrupling to about $92 million [12] - The company is focusing on personalized GLP-1 formulations and has invested in in-house compounding capabilities to support its wellness offerings [10][11]