Goldman Says These 25 Healthcare Stocks Are Immune To The Election

Most healthcare stocks have had a rough election season this year after Hillary Clinton made prescription drug prices a centerpiece of her campaign. In fact, the Health Care SPDR (ETF) (NYSE:XLV) is down 3.2 percent thus far in 2016.

Healthcare investors are bracing for some significant volatility in the weeks leading up to and after the election. However, Goldman Sachs analyst Asad Haider recently compiled a list of healthcare stocks that could see minimal impact from the election.

While large swaths of the Healthcare sector are exposed to the election theme, we attempt to isolate the companies within our coverage groups that our analysts see as least exposed to shifts in political dynamics, Haider explained.

Related Link: 5 Election-Proof Stocks To Consider

Heres Goldmans full lists of 25 stocks:

    1. Alexion Pharmaceuticals, Inc. (NASDAQ:ALXN).
    2. Align Technology, Inc. (NASDAQ:ALGN).
    3. Allscripts Healthcare Solutions Inc (NASDAQ:MDRX).
    4. Amsurg Corp (NASDAQ:AMSG).
    5. athenahealth, Inc (NASDAQ:ATHN).
    6. Bayer AG (ADR) (OTC:BAYRY).
    7. BioMarin Pharmaceutical Inc. (NASDAQ:BMRN).
    8. Cerner Corporation (NASDAQ:CERN).
    9. DENTSPLY SIRONA Inc (NASDAQ:XRAY).
    10. GlaxoSmithKline plc (ADR) (NYSE:GSK).
    11. Illumina, Inc. (NASDAQ:ILMN).
    12. Impax Laboratories Inc (NASDAQ:IPXL).
    13. Johnson & Johnson (NYSE:JNJ).
    14. Merck KGaA(ADR) (OTC:MKGAY).
    15. Momenta Pharmaceuticals, Inc. (NASDAQ:MNTA).
    16. Mylan NV (NASDAQ:MYL).
    17. Owens & Minor, Inc. (NYSE:OMI).
    18. Surgery Partners Inc (NASDAQ:SGRY).
    19. Surgical Care Affiliates Inc (NASDAQ:SCAI).
    20. Teva Pharmaceutical Industries Ltd (ADR) (NYSE:TEVA).
    21. Thermo Fisher Scientific Inc. (NYSE:TMO).
    22. Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX).
    23. Walgreens Boots Alliance Inc (NASDAQ:WBA).
    24. WellCare Health Plans, Inc. (NYSE:WCG).
    25. Zoetis Inc (NYSE:ZTS).

    In addition, Goldmans expectations for how certain healthcare subsectors will react to the elections outcome are included in the chart below.

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    Latest Ratings for ALGN

    Date Firm Action From To
    Oct 2016 Baird Downgrades Overweight Neutral
    Jul 2016 Stifel Nicolaus Maintains Buy
    May 2016 Credit Suisse Initiates Coverage on Outperform

    View More Analyst Ratings for ALGN View the Latest Analyst Ratings

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