Daily Brief Health Care: Dexcom Inc, Keymed Biosciences, Unitedhealth Group and more

In today’s briefing:

DexCom Inc.: G7 Upside & Other Drivers
Keymed Biosciences (2162.HK) – We Have High Hopes for Keymed, but Valuation Is Expensive
UnitedHealth: Take Advantage Of Its Stock’s Recent Drawdown

DexCom Inc.: G7 Upside & Other Drivers

DexCom’s performance in the quarter was strong, with total revenue increasing by 20%.
By the end of 2022, the company had over 1.7 million clients worldwide after adding nearly 450,000 new Dexcom users.
The management delivered an all-around beat and claims to have increased consumer engagement and growth while expanding the scope and effectiveness of its business.

Keymed is one of the few enterprises we believe have the strength to develop FIC in the future. Keymed’s “pragmatic” in terms of commercialization,which set it apart from other biotech.
The current valuation is expensive based on our forecast. The expansion potential of future valuation depends on the progress of overseas R&D/commercialization. This is where Keymed really takes off.
One big reason we’ve been positive about Keymed is because of its founder, Chen Bo. The down-to-earth style of management makes us full of expectations for Keymed Biosciences (2162 HK).

UnitedHealth Group’s recent drawdown presents a lucrative investment opportunity to value-seeking investors.
The stock’s year-to-date slump is likely due to the financial markets’ recent risk-on appetite and the anticipation that insurance premiums could suffer from softer pricing in 2023.
Despite a recent financial market recovery and a comprehensive earnings beat, UnitedHealth Group Incorporated’s (NYSE:UNH) stock finds itself lingering among the year-to-date losers.

💡 Before it’s here, it’s on Smartkarma

The Smartkarma Preview Pass is your entry to the Independent Investment Research Network