Billionaire Ken Fisher’s 10 Healthcare Stock Picks with Massive Upside Potential

5. Viatris Inc. (NASDAQ:VTRS)

Upside Potential: 38.71%

Number of Hedge Fund Holders: 48

With operations in more than 165 countries, Viatris Inc. (NASDAQ:VTRS) is a multifaceted international healthcare organization with its headquarters located in Canonsburg, Pennsylvania. In important therapeutic areas like cardiovascular, central nervous system, infectious diseases, and oncology, it provides a broad selection of prescription brands, generics, complicated generics, and biosimilars. The company has a robust worldwide distribution network that includes retail and institutional pharmacies, e-commerce platforms, and specialized channels, and it has a portfolio of well-known products like EpiPen, Lipitor, Celebrex, and Viagra.

Viatris Inc. (NASDAQ:VTRS) generated $14.7 billion in total revenue for the fiscal year ended December 31, 2024, which is a 2% increase on an operational basis adjusted for divestitures. Adjusted EPS was $2.65, and adjusted EBITDA was $4.7 billion. With costs associated with divestitures excluded, free cash flow was $2.6 billion. Viatris achieved its long-term gross leverage goal of 2.9x by retiring $3.7 billion in debt and returning about $825 million to shareholders.

The company anticipates a $500 million short-term sales hit in 2025 as a result of remediation work at its Indore factory, which includes a $385 million EBITDA headwind. Strong momentum is still present in emerging markets as well as core markets like China and Europe. As a result of more than 150 anticipated worldwide product launches, including sophisticated injectables like Octreotide and Iron Sucrose, Viatris Inc. (NASDAQ:VTRS) anticipates $450–$550 million in new product sales.

With six readouts anticipated this year and ten distinct Phase 3 compounds, the R&D pipeline is still strong. Selatogrel, cenerimod, and sotagliflozin—three important novel assets—are making steady progress. Supported by a robust anticipated free cash flow of $2 billion, the company anticipates over $1 billion in capital returns in 2025 through dividends and share repurchases.

Viatris Inc. (NASDAQ:VTRS) continues to be a key holding in Ken Fisher’s stock portfolio due to its capital discipline, operational execution, and developing pipeline, indicating long-term investor confidence in its approach.