I think the investment case for WELL comes down to the combination of quality, growth, and valuation. Many companies have one or two of those characteristics. WELL arguably has all three. Here are the reasons I think investors find WELL compelling: 1. It has reached significant scale WELL is no longer a small-cap startup. It is expected to generate roughly $1.6 billion in annual revenue, making it one of the larger healthcare technology companies on the TSX. 2. Healthcare is a secular growth industry Demand continues to rise because of: * Aging populations * Physician shortages * Longer wait times * Greater adoption of digital healthcare These trends are likely to persist regardless of the economic cycle. 3. Recurring revenue Much of WELL’s business comes from: * Electronic medical records (EMRs) * Clinics * Digital health services * Virtual care * SaaS and technology offerings Recurring revenue is generally viewed as more stable and predictable than one-time sales. 4. AI could be a major growth driver Healthcare is one of the industries where AI has the potential to deliver meaningful productivity gains. WELL is already incorporating AI into physician workflows, documentation, and clinical operations. If AI adoption accelerates, WELL could benefit without needing to build an entirely new business. 5. Strong cash generation Unlike many growth companies, WELL has demonstrated the ability to generate adjusted EBITDA and free cash flow, giving it flexibility to invest, reduce leverage, or make additional acquisitions. 6. Management has executed Over the past several years, management has: * Successfully completed numerous acquisitions. * Expanded margins. * Increased revenue substantially. * Built one of Canada’s largest outpatient healthcare networks. Execution has generally matched the strategy they laid out. 7. The valuation appears inexpensive This is where many bullish investors focus. Despite substantial revenue growth and improving profitability, WELL’s valuation remains modest compared with many healthcare technology peers. If the market eventually values WELL more like a healthcare technology platform than a traditional clinic operator, there could be room for multiple expansion. 8. Multiple ways to win The company doesn’t rely on a single catalyst. Potential drivers include: * Organic growth. * Further acquisitions. * Margin expansion. * AI adoption. * Debt reduction. * Higher valuation multiples. * Increased institutional ownership. * Potential strategic interest from larger healthcare or technology companies. Why many investors are frustrated Perhaps the biggest surprise is that the business has improved dramatically while the share price has remained relatively subdued for years. Revenue has grown manyfold, profitability has improved, and the company has become a much larger healthcare platform, yet the stock has not reflected that progress to the extent many shareholders expected. That doesn’t necessarily mean the market is wrong—it may be pricing in risks such as acquisition integration, leverage, reimbursement changes, or a preference for faster-growing software businesses. But it does explain why some investors view WELL as undervalued. If WELL continues to execute and the market begins to assign it valuation multiples closer to other profitable healthcare technology companies, it’s understandable why some investors see significant upside potential. The key question is not whether WELL has grown—it clearly has—but whether the market will eventually place a higher value on those earnings and cash flows.read more
Today’s 10:30 report has narrowed to a single healthcare name, with $ALGN remaining the sole qualifying stock. Two entries reflect separate opportunity levels, including an immediate setup and another marked for later.
I’m looking to add a healthcare stock to my portfolio and would love to hear what everyone is buying and why. Whether it’s pharmaceuticals, medical devices, biotech, health insurance, or healthcare ETFs, what do you think has the best long-term potential?
Little top-up as stock price is down -10% after hours on earnings. I personally liked the earnings: installed based: +12% procedures: +16% revenues: +19% gross margin: +140bpd share count: -2% EPS: +27% But this is one that was never cheap and multiples are slowly starting to make sense. It's now trading at ~37 gaap p/e runrate. I believe they'll continue to grow 15%+ for a long runway and shareholders will be rewarded over the long run. But multiple compression could happen in the meantime obviously read more
Quick July 7 and 8 news headlines for the psychadelic biotech $CMPS , a lot of analysts putting their opions out there the past couple of days, thought I'd share with everyone: HC Wainwright & Co. Reiterates Buy on Compass Pathways, Maintains $70 Price Target 1:34 PM ET 7/8/26 | Benzinga Compass Pathways' COMP360 Data Supports FDA Approval Potential, RBC Says 12:36 PM ET 7/8/26 | MT Newswires Evercore ISI Group Upgrades Compass Pathways to Outperform, Raises Price Target to $21 11:47 AM ET 7/8/26 | Benzinga Stifel Maintains Buy on Compass Pathways, Raises Price Target to $21 10:23 AM ET 7/8/26 | Benzinga Morgan Stanley Reiterates Overweight on Compass Pathways, Maintains $17 Price Target 3:57 PM ET 7/7/26 | Benzinga Oppenheimer Reiterates Outperform on Compass Pathways, Maintains $20 Price Target 2:07 PM ET 7/7/26 | Benzinga BTIG Maintains Buy on Compass Pathways, Raises Price Target to $25 1:43 PM ET 7/7/26 | Benzingaread more
Great interview talking about the biotech sector, this is a link to yesterdays free article on SeekinAlpha, good read if anyone is interested! Summary Current biotech euphoria is driven by fundamentals and M&A appetite, says Jonathan Faison, who runs ROTY Biotech Community. Focusing on high-conviction, late-stage and commercial biotech names with strong balance sheets, strategic value, and long-lived intellectual property. Recent $10B+ buyouts (e.g., Crinetics, Nuvalent, Apogee) reinforce the importance of targeting companies with clear commercial paths and acquisition appeal. Why he's bullish on Journey Medical (DERM) https://seekingalpha.com/article/4920663-biotech-euphoria-driven-by-fundamentalsread more
I already hold a couple of riskier smallcap biotechs, $CMPS and $ATAI , so I decided to move into this midcap commercial biotech I stumbled across for a bit more stability in my port, $EXEL . Already profitable and growing revenues, but also has multiple things in the pipeline. The cherry on top is zero debt on the balance sheets!
my favorite biotech lotto ticket. They make the only FDA approved bioengineered blood vessels that don't cause any adverse reactions from the body rejecting them. It's got a dilution problem, but such a small company has a ton of room for growth imo, but $HUMA is a bit of a gamble and extremely volotile.
Been holding and adding little bits definium therapeutics since covid. I’m just hoping more people see the value in it and add it to their long term portfolios. Currently up 600%. Huge leap after the recent research findings.
Anyone else looking at this one? This company is a software company that operates in the biopharma industry offering cloud based systems for companies all around the world. Instead of general business software they provide highly targeted regulatory tools that track data, ensure regulatory compliance through on the spot ai agents, track side effects during development, as well as help sell and market the drug after creation. VEEVA is used by drug developers, biotech firms and large scale pharmaceutical companies manage entire life cycles of a drug. The big question many have of software companies is will they get disrupted by AI? With VEEVA it is highly highly unlikely. The pharmaceutical industry has very strict guidelines and parameters and these company’s switching costs would be immense which provides very sticky revenue. Not to mention they are leaning heavily into AI armed with a fortress balance sheet integrating agentic ai as well as tons of ai features right into their systems. Their only actual competition is $CRM and $ORCL and these companies aren’t prioritizing their life sciences department as much as VEEVA which is a pure play. $VEEV Pulling up a revenue growth and customer retention and growth chart for this company is a beautiful thing. read more
One of the best long-term growth companies in the healthcare sector is Eli Lilly & Co. The company has been a leader in healthcare for well over a century. Lilly partnered with the University of Toronto to help bring insulin to the world through large-scale manufacturing. Today, only three major companies dominate the global insulin market. Since people with diabetes often require lifelong treatment, demand for these products is expected to remain strong for years to come, making Eli Lilly long-term investment to hold in the portfolio. Best way to invest in Lilly is the options below
This is the 6th pullback we've had this year and all of our hard earned investment money are being liquidated. The only stock that's been surviving are healthcare because we're injured 😭 $UNH $UNHW $LLY $LLII
Hi everyone I’m currently looking for bio stocks to invest in 2026 I currently have (and recommend): - Outlook Therapeutics (until July 29th) - Altimmune (currently) - Cardiff Oncology (currently) - Iovance BioTherapeutics (Buy at 2usd) - Context Therapeutics (currently) - Capricor (currently)read more
Starting a new position in $THQ to bring some defensive stability to my portfolio. It gives me excellent exposure to healthcare companies, which helps diversify things away from my usual tech plays
$OSCR revenue growth is still the main reason this company is so interesting to me. The stock can be volatile, and healthcare is never a simple industry, but the top-line growth is hard to ignore. Now the real question is execution. Can Oscar keep growing revenue while improving margins, controlling medical costs, and proving this can become a much more profitable business over time? That is what matters most from here. $OSCR is still one of the more interesting healthcare growth stories in the market. read more
Am I too bullish on $OSCR? I ran a 5-year valuation model, and here is what I got: Bear case: $36 Base case: $78 Bull case: $171 Probability-weighted target: $91 The reason my model is this bullish is pretty simple. Oscar is growing revenue fast, membership is scaling, MLR is improving, and the company is finally starting to show real operating leverage. My base case does not assume some crazy software multiple either. It assumes 15% annual revenue growth, modest dilution, and a 1.0x sales multiple. The bull case only works if Oscar keeps growing near 20% annually and the market starts viewing it more like a healthcare growth platform instead of just a traditional insurer. The bear case is still $36, which is why I think the risk/reward is so interesting. Yes, $OSCR is risky. Policy risk is real. Medical costs matter. Execution has to stay strong. But if they keep scaling the way I think they can, I believe this stock could look very cheap in hindsight. read more
