18:I[66739,["/_next/static/chunks/0u0nyy7wb9me2.js?dpl=dpl_5SfAmRvKPXp4VH7afG4rpBREvHpc","/_next/static/chunks/05hx6kuf6-oy4.js?dpl=dpl_5SfAmRvKPXp4VH7afG4rpBREvHpc","/_next/static/chunks/0-9in~8lgucx_.js?dpl=dpl_5SfAmRvKPXp4VH7afG4rpBREvHpc","/_next/static/chunks/166.u_60qj09..js?dpl=dpl_5SfAmRvKPXp4VH7afG4rpBREvHpc","/_next/static/chunks/0g9_wl34k-6l4.js?dpl=dpl_5SfAmRvKPXp4VH7afG4rpBREvHpc","/_next/static/chunks/06dn~uer6.43l.js?dpl=dpl_5SfAmRvKPXp4VH7afG4rpBREvHpc"],"default"] 1a:I[38632,["/_next/static/chunks/0qqtp3r0h7kah.js?dpl=dpl_5SfAmRvKPXp4VH7afG4rpBREvHpc","/_next/static/chunks/0iukvycbd42rl.js?dpl=dpl_5SfAmRvKPXp4VH7afG4rpBREvHpc"],"IconMark"] 19:T512,

Sel Hardy and Shams Afzal bring the health care sector into focus. Shams sees no shortage of headwinds, including tariffs and the government’s attempts to lower drug prices. He still sees upside on Eli Lilly (LLY), though. Sel is looking long-term and tracking obesity and oncology, which she expects to continue to grow. She thinks Novo Nordisk (NVO) is well-positioned going forward.

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Opportunities in a Healthcare Sector Full of Headwinds: LLY, NVO

Schwab Network

Opportunities in a Healthcare Sector Full of Headwinds: LLY, NVO