Core Viewpoint - The healthcare sector has been the worst performing sector over the past year, but with valuations reset, it may present a rare entry point for investors [1][2] Eli Lilly - Eli Lilly has experienced a 35% decline from its record highs, but it remains a compelling opportunity for long-term investors due to its leadership in the GLP-1 market [3][4] - Despite surpassing Wall Street's earnings and revenue expectations, a new version of its weight-loss drug had disappointing clinical trial results, leading to a selloff [3][4] - Analysts project Eli Lilly's earnings to grow at 30.8% annually over the next three to five years, with the stock trading at 28.3x forward earnings, below its 10-year median of 38.2x, indicating it is undervalued [5][6] CorMedix - CorMedix is highlighted for its strong fundamentals and accelerating sales growth, focusing on Neutrolin, an FDA-approved catheter lock solution [9][10] - The stock trades at 9.5x forward earnings, with revenue projected to surge by 337% in 2025 and an additional 62% in 2026 [10][11] - CorMedix has a Zacks Rank 1 (Strong Buy), with analyst estimates rising by approximately 30% recently, validating its growth outlook [11][12] Johnson & Johnson - Johnson & Johnson is a well-established company with a diversified portfolio, providing a defensive profile and steady earnings [13][16] - The stock has broken out from a multi-year consolidation phase, signaling potential for a major bull run [16][17] - With a Zacks Rank 2 (Buy), the improving earnings outlook and technical breakout suggest a new phase of price appreciation for Johnson & Johnson [17][18] Investment Consideration - The healthcare sector is showing signs of recovery, with Eli Lilly, CorMedix, and Johnson & Johnson representing a balanced mix of innovation, growth, and defensive strength for investors [20]