Quest Diagnostics (DGX) offers infrastructure-scale defensiveness in clinical lab testing, but PAMA reimbursement headwinds and margin limits cap upside. A frank 2026 analysis.
STERIS plc 2026 outlook: infection prevention, AST contract sterilization, life sciences — bull/base/bear scenarios, risks, and what to watch.
McKesson (NYSE: MCK) is a Big Three pharmaceutical distributor with a dominant logistics moat, aggressive buybacks, and a growing oncology network. Here's the honest 2026 investment case — bull, bear, and base.
Becton Dickinson (NYSE: BDX) 2026 investment analysis — consumable-driven moat, Dividend Aristocrat track record, portfolio separation strategy, key risks, and how BD stacks up against Stryker, Medtronic, and peers.
A deep-dive into CVS Health (CVS) stock in 2026 — Aetna MLR pressure, Oak Street Health economics, Caremark PBM regulation risk, dividend sustainability, and 12-month price targets.