CNBCのインスタグラム(cnbc) - 5月7日 02時56分
Noted hedge fund manager, Larry Robbins, of Glenview Capital Management, was bullish on health-care stocks at the 2019 @SohnConference. ⠀
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Robbins said he likes HMO health-care stocks like Cigna, Humana and UnitedHealth Group, but he doesn’t like pharmaceutical stocks due to the political risk. He highlighted that many Democratic presidential hopefuls — as well as President Donald Trump — are opposed to lofty drug prices.⠀
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"In pharmaceuticals ... the president can act unilaterally to reduce drug pricing," Robbins warned. "The same drug in the United States costs three times as much as other" developed countries. ⠀
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You can find all of Robbins's picks and shorts from #Sohn2019 at our link in bio.⠀
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*#markets #stocks #picks #shorts #business #wealth #investing #investment #money #stockmarket #wallstreet #cnbc
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