5 Health Care Stocks in Gurus' Portfolios

Loxo Oncology tops the list

Author's Avatar
Sep 06, 2018
Article's Main Image

According to the GuruFocus All-In-One Screener, the following health care stocks are popular among guru investors.

Seven gurus are invested in Loxo Oncology Inc. (LOXO, Financial). The company develops medicines for patients with genetically defined cancers. It has a market cap of $5.12 billion.

The stock is trading with a price-book ratio of 12.91. The current price of $167 is 20.48% below its 52-week high and 132.54% above its 52-week low. Over the last 10 years, it has returned a gain of 1,184%.

The company’s largest shareholder among the gurus is Frank Sands (Trades, Portfolio) with 6.59% of outstanding shares, followed by Columbia Wanger (Trades, Portfolio) with 1.5% and Steven Cohen (Trades, Portfolio) with 1.04%.

Six gurus have positions in Sage Therapeutics Inc. (SAGE, Financial). The company, which develops medicines for the nervous system and brain disorders, has a market cap of $7.6 billion.

The stock is trading with a price-book ratio of 7.07. The current price of $163 is 17.31% below its 52-week high and 172.03% above its 52-week low. Over the past decade, it has returned a gain of 441%.

Ron Baron (Trades, Portfolio) is the largest guru shareholder of the company with 0.58% of outstanding shares, followed by Jim Simons (Trades, Portfolio) with 0.36% and Cohen with 0.3%.

Five gurus are invested in Acadia Pharmaceuticals Inc. (ACAD, Financial). The biotechnology company has a market cap of $1.79 billion. Its revenue of $1.38 billion has declined 14.90% over the past decade.

The stock is trading with a price-book ratio of 6.70. The current price of $14.2 is 65.90% below its 52-week high and 10.02% above its 52-week low. Over the past decade, it has returned a gain of 420%.

The company’s largest shareholder among the gurus is Cohen with 2.48% of outstanding shares, followed by Simons with 0.18% and Paul Tudor Jones (Trades, Portfolio) with 0.07%.

Eighteen gurus have positions in Shire PLC (SHPG, Financial). The specialty drugmaker has a market cap of $52.24 billion. Its revenue $15.52 billion has climbed 16.30% per annum over the last 10 years.

The stock is trading with a price-book ratio of 1.48. The current price of $170.91 is 3.75% below its 52-week high and 38.09% above its 52-week low. Over the last 10 years, it has returned a 239% gain.

With 1.63% of outstanding shares, Larry Robbins (Trades, Portfolio) is the company's largest guru shareholder, followed by John Paulson (Trades, Portfolio) with 0.92% and Chris Davis (Trades, Portfolio) with 0.61%.

Six gurus are invested in Acorda Therapeutics Inc. (ACOR, Financial). The biopharmaceutical company develops novel therapies for neurological disorders. It has a market cap of $1.32 billion. Its revenue of $588.93 million has grown 27.40% over a 10-year period.

The stock is trading with a price-book ratio of 2.14. The current price of $27.8 is 22.42% below its 52-week high and 70.39% above its 52-week low. Over the last 10 years, it has returned a loss of 6%.

The company’s largest guru shareholder is Simons with 1.43% of outstanding shares, followed by John Hussman (Trades, Portfolio) with 0.16%, Joel Greenblatt (Trades, Portfolio) with 0.09% and Diamond Hill Capital (Trades, Portfolio) with 0.03%.

Disclosure: I do not own any stocks mentioned in this article.