5 Gurus' Stocks in the Health Care Industry

Agios, Jazz Pharmaceuticals on the list

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Jul 12, 2018
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According to the GuruFocus All-In-One Screener, the following health care stocks are popular among gurus.

Three gurus are invested in Clovis Oncology Inc. (CLVA). The company acquires, develops and commercializes cancer treatments in main international markets. It has a market cap of $2.6 billion. Its revenue of $66.99 million has not changed over a 10-year period.

The stock is trading with a price-book ratio of 8.22. The current price of $49.48 is 50.25% below its 52-week high and 19.78% above its 52-week low. Over the past 10 years, it has returned a gain of 294%.

The company’s largest shareholder among the gurus is Steven Cohen (Trades, Portfolio) with 2.2% of outstanding shares followed by Columbia Wanger (Trades, Portfolio) with 0.98%, Jim Simons (Trades, Portfolio) with 0.49% and Pioneer Investments (Trades, Portfolio) with 0.38%.

Four gurus have positions in Jazz Pharmaceuticals PLC (JAZZ). The company improves patients' lives by identifying, developing and commercializing differentiated products that address unmet medical needs. It has a market cap of $10.89 billion and its revenue of $1.68 billion has grown by 26.70% annually over the past 10 years.

The stock is trading with a price-book ratio of 3.87. The current price of $180.57 is 1.86% below its 52-week high and 40.43% above its 52-week low. Over the past 10 years, it has returned a gain of 2,739%.

Simons is the largest shareholder of the company among the gurus with 1.59% of outstanding shares followed by Andreas Halvorsen (Trades, Portfolio) with 1.28% and Pioneer Investments (Trades, Portfolio) with 0.72%.

Three gurus are invested in Applied Genetic Technologies Corp. (AGTC). The clinical-stage biotechnology company has a market cap of $75.16 billion.

The stock is trading with a price-book ratio of 0.71. The current price of $4.15 is 27.83% below its 52-week high and 27.69% above its 52-week low. Over the past decade, it has returned a loss of 72%.

The company’s largest shareholder among the gurus is Simons with 2.73% of outstanding shares followed by Cohen with 0.99% and Paul Tudor Jones (Trades, Portfolio) with 0.08%.

Three gurus have positions in Halozyme Therapeutics Inc. (HALO). The company researches human enzymes that alter the extracellular matrix. It has a market cap of $2.48 million and its revenue of $317.92 has grown 39.80% per annum over the past 10 years.

The stock is trading with a price-earnings ratio of 34.40. The current price of $17.2 is 19.93% below its 52-week high and 50.74% above its 52-week low. Over the past 10 years, it has returned 131%.

First Eagle Investment (Trades, Portfolio) is the largest shareholder of the company among the gurus with 2.09% of outstanding shares followed by Simons with 0.62%, Ken Fisher (Trades, Portfolio) with 0.32% and Joel Greenblatt (Trades, Portfolio) with 0.08%.

Three gurus are invested in Agios Pharmaceuticals Inc. (AGIO). The company develops cancer and genetic disorders of metabolism. It has a market cap of $4.97 billion.

The stock is trading with a price-book ratio of 5.73. The current price of $86.2 is 13.64% below its 52-week high and 66.99% above its 52-week low. Over the past 10 years, it has returned 176%.

The company’s largest shareholder among the gurus is Vanguard Health Care Fund (Trades, Portfolio) with 7.56% of outstanding shares followed by Columbia Wanger (Trades, Portfolio) with 1.32% and Cohen with 0.7%.

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