We recently posted a list of billionaire Ken Fisher's 10 healthcare stock picks with a potential for a massive rise. In this article, we'll see where Viatris Inc. (NASDAQ: VTRS) will face other billionaire Ken Fisher's healthcare stock picks.
The healthcare industry, a key component of global well-being and economic resilience, is undergoing major changes. The industry, which is thought to account for more than 10% of the world's GDP, is set to enter a new era characterized by changing demographics, digital innovation and restructuring of regulations. Stakeholders in the ecosystem of life science, diagnostics, and healthcare services are facing challenges as of 2025. Despite the abundant growth opportunities, stability is threatened by continued financial tension, increased operational complexity and geopolitical risks.
US health revenues are still under pressure. According to McKinsey, EBITDA has dropped 150 basis points since 2019 in its share of national health spending, which has had a major impact on both payers and providers. The World Health Organization predicts that by 2030 there will be a shortage of 10 million health workers worldwide, limited reimbursement growth and 10 million shortages in high inflation prices. At the same time, digital conversion has become important. According to Deloitte, 90% of Global Health System executives expect adoption of digital technology to be adopted quickly, with over 70% of them planning to improve operational efficiency in 2025.
Artificial intelligence (AI) is at the heart of this change. Once ambitious, AI is now a disruptive force that improves everything from medical diagnosis to hospital logistics. AI is considered by EU agencies as essential to modernizing public health. The European Health Data Space (EHDS), launched in 2025, and the European Commission's AI Act 2024, aim to ensure that AI technology is reliable, secure and promotes access to high-quality, interoperable health data. These frameworks, along with the revised Product Liability Directive, provide legal protection for patients and developers by simplifying liability standards for defective AI systems.
However, the problem remains. Integrating AI into clinical operations requires consistent funding, cultural acceptance and regulatory clarity. The complexity of data, ethical considerations, and agent AI solutions (a tool that functions autonomously to carry out multi-step healthcare processes) requires careful management. Despite these challenges, practical applications have gained traction. AI is currently used in early sepsis identification, breast cancer screening, and drug R&D, which may shorten the timeline for medication development and improve patient outcomes.
Meanwhile, recent geopolitical developments have cast a shadow over the global healthcare supply network. In April 2025, President Donald Trump announced substantial tariffs, including a 10% baseline and target tax on medical devices that could interrupt access to critical inputs such as diagnostic tools and protective devices. “What Trump announced on Wednesday is stupid, wrong, rog-harmful, not ignorant trade,” billionaire investor Ken Fisher said in a tough indictment of the proposal. Additionally, analysts at Morningstar and Fitch are warning of rising costs for hospitals already dealing with low margins and limited pricing options.
These changes (technical, legislative, geopolitical) are on the backdrop of cautious optimism. Although US GDP growth is projected to fall from 2.7% in 2024 to 1.5% in 2025, the healthcare industry remains strong. Once AI integration deepens, policy clarity arises and investment cycles are reset, the industry may be ready for growth in a new era.
To create a list of billionaire Ken Fisher's 10 healthcare stock picks with a massive potential for a rise, we were able to look into Ken Fisher's fourth quarter 13F SEC filing to find healthcare stocks in his portfolio. Next, at the time of writing, I selected 10 stocks with the highest potential based on the average analyst price forecast. Stocks were then sorted in predicted ascending order. This strategy highlights the most promising healthcare investments in Fisher's existing portfolio. Additionally, hedge fund sentiments for these stocks have also been laid out, like the Insider Monkey Q4 2024 database.
Why are hedge funds interested in the stocks they accumulate? The reason is simple. Our research shows that mimic the top stock picks of the best hedge funds can outperform the market. The quarterly newsletter strategy has chosen 14 small and large caps per quarter, returning 373.4% since May 2014, surpassing the benchmark by 218 percentage points (see more here).
Viatris Inc. (VTRS): Billionaire Ken Fisher's Healthcare stock shares hold potential for a massive rise
A healthcare worker wearing a white coat, holding a microscope and reflecting the patient's diagnosis.
Possibility of upwards: 38.71%
Number of hedge fund holders: 48
Viatris Inc. (NASDAQ: VTRS) is a multi-faceted international healthcare institution headquartered in Canonsburg, Pennsylvania. We offer a wide selection of prescription brands, generics, complex generics and biosimilars in key therapeutic areas such as cardiovascular, central nervous system, infectious diseases, and oncology. The company has a robust global distribution network that includes retail and institutional pharmacies, e-commerce platforms and specialized channels, and has a portfolio of well-known products such as EpiPen, Lipitor, Celebrex, and Viagra.
Viatris Inc. (NASDAQ: VTRS) generated $14.7 billion in total revenue for the fiscal year ended December 31, 2024. This is an increase of 2% on an operational basis adjusted for sale. The adjusted EPS was $2.65 and the adjusted EBITDA was $4.7 billion. Free cash flow was $2.6 billion, as costs associated with the sale were excluded. Viatris has achieved its long-term leverage target of 2.9 times by abolishing its $3.7 billion in debt and repatriate approximately $825 million to shareholders.
The company expects a $500 million short-term sales hit in 2025 as a result of repair work at Indore Factory, including a $385 million EBITDA headwind. Strong momentum remains in emerging markets and in core markets such as China and Europe. New product sales are expected to be in the wake of more than 150 expected global product launches, including sophisticated injectables such as Viatris Inc. (NASDAQ: VTRS).
With six reads expected this year and 10 different phase 3 compounds, the R&D pipeline is still strong. Selatogrel, Cenerimod and Sotagliflozin (three key new assets) are making steady progress. Bolstered by a robust, expected free cash flow of $2 billion, the company expects capital gains of over $1 billion in 2025 through dividends and stock repurchases.
Viatris Inc. (NASDAQ: VTRS) continues to be a significant hold on Kenfisher's equity portfolio due to capital discipline, operational implementation and pipeline development, demonstrating long-term investors' confidence in its approach.
Overall, VTRS ranks fifth on billionaire Kenfisher's list of healthcare stock picks. We acknowledge the possibilities of these companies, but our belief lies in the belief that some AI stocks offer higher returns and hold a greater commitment to doing it within a shorter time frame. There have been AI stocks that have risen since the beginning of 2025, and the popular AI stocks have lost around 25%. If you're looking for AI stocks that are more promising than VTRs but are trading at less than five times their earnings, check out this report on the cheapest AI stocks.
Read next: According to the billionaire, buy 20 best AI stocks to buy now and the best best stocks to buy now.
Disclosure: None. This article was originally published on Insider Monkey.
