Ich mag sie ja sehr – meine US-Kollegen. Weil sie stets Tacheles reden. Elliott Gue hat sich mal wieder gemeldet. Diesmal schreibt er über den Healthcare-Bereich. Und das Erstaunliche diesmal – diese Aktien kennt man hierzulande sogar. Er nimmt genau zwei Aktien in den Fokus, Baxter und Gilead Sciences.

Im Folgenden nun der Original-Content von der moneyshow-Seite – eine Seite, die ich jedem User nur an Herz legen möchte, der nicht nur US-Mainstream lesen möchte.

Health care stocks have a well-deserved reputation for resiliency. The Standard & Poor’s 500 Health Care index handily outperformed a weak market in early 2009.

This outperformance ended when health care reform talk in Washington threatened to undermine the group’s profitability. Key health care indexes underperformed the S&P 500.

[But as] planned reforms were watered down to make them more palatable in the Senate, health care stocks regained their footing, [and] 2010 looks very bright for the sector.

On a price-to-book-value basis, the S&P 500 Health Care sector trades at a 25% premium to the S&P 500, well under its average 75% premium. In the five years after President Clinton’s health care reforms failed in Congress, health care stocks outperformed the S&P 500 by a two-to-one margin.

Baxter International (NYSE: BAX) operates in three major business segments: biosciences, medication delivery, and renal. The first is Baxter’s most important business, accounting for close to half of sales and 70% of total pre-tax income.

The company’s major products are injectable treatments that are manufactured from human blood plasma. Baxter’s first plasma-based treatment was developed for hemophilia, a blood disorder that prevents patients’ blood from clotting properly.

Another key plasma-based product is Gammaguard, a treatment for immune deficiencies. Gammaguard is a major near-term growth opportunity for Baxter as well. The drug is in Phase III trials as a treatment for Alzheimer’s disease, and results are due this spring. And Baxter is also in late-stage testing of a new delivery system that would allow the drug to be taken at home.

In total, Baxter has 14 projects in Phase III trials, up from two in 2006; the company’s research should yield a strong pipeline of new product launches during the next five years. Buy Baxter International under $65. (It closed just below $57 Tuesday—Editor.)

Biotechnology giant Gilead Sciences (NSDQ: GILD) focuses on treatments for HIV; its drugs Atripla and Truvada generate combined quarterly sales of close to $1.4 billion. Roughly 85% of HIV patients in the US take one of these two drugs.

Truvada combines two Gilead antiviral drugs—Viread and Emtriva—whereas Atripla is a mix of Truvada and a Bristol-Meyers Squibb (NYSE: BMY) drug called Sustiva. The three-in-one pill recently overtook Truvada as Gilead’s top seller.

There are a number of [possible] catalysts for Gilead this year. First, Gilead announced positive data from Phase II trial results for its new Quad pill, which combines Truvada with GS 9350, a boosting agent, and a new antiviral compound known as elvitegravir.

Quad is particularly important to Gilead because all the constituent drugs are in-house products; it won’t have to share royalties, as it has with Bristol for Atripla.

During its fourth-quarter conference call, management hiked revenue estimates for 2010, citing strengthening demand for its HIV treatments. Gilead Sciences rates a Buy under $55.

Alles klar? Dann die drei Aktien einfach mal auf die Watchlist nehmen….

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