{"id":231040,"date":"2025-10-21T23:15:13","date_gmt":"2025-10-21T23:15:13","guid":{"rendered":"https:\/\/www.newsbeep.com\/au\/231040\/"},"modified":"2025-10-21T23:15:13","modified_gmt":"2025-10-21T23:15:13","slug":"these-3-beaten-down-healthcare-stocks-could-have-farther-to-fall-2","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/au\/231040\/","title":{"rendered":"These 3 Beaten-Down Healthcare Stocks Could Have Farther to Fall"},"content":{"rendered":"<p>Don&#8217;t try to catch a falling surgical knife.<\/p>\n<p>&#8220;<a href=\"https:\/\/www.fool.com\/terms\/b\/buy-the-dip\/\" class=\"text-cyan-900 hover:text-cyan-800\" rel=\"nofollow noopener\" target=\"_blank\">Buying the dip<\/a>&#8221; can be a double-edged sword for investors. Sometimes they can seize the opportunity by purchasing an oversold stock, but other times, that stock is trending lower for a good reason (and just might stay there). The latter can happen even among stocks in so-called &#8220;defensive&#8221; sectors like healthcare.<\/p>\n<p>With the three healthcare stocks featured below, any &#8220;buying the dip&#8221; in them today could prove to be a regretful mistake in hindsight.<\/p>\n<p>1. Moderna<\/p>\n<p>Moderna (<a href=\"https:\/\/www.fool.com\/quote\/nasdaq\/mrna\/\" class=\"font-bold hover:underline\" rel=\"nofollow noopener\" target=\"_blank\">MRNA<\/a> +0.95%), a longtime biotech start-up, became a highly profitable drug company in 2021 and 2022, when Spikevax, its COVID-19 vaccine, was in high demand due to the pandemic. In both those years, additional revenue and earnings were in the billions.<\/p>\n<p><img alt=\"people wearing lab coats hold scientific instruments like beakers and test tubes while standing at a table\" loading=\"lazy\" width=\"580\" height=\"387\" decoding=\"async\" data-nimg=\"1\" class=\"h-auto max-w-full rounded object-contain\" style=\"color:transparent\"  src=\"https:\/\/www.newsbeep.com\/au\/wp-content\/uploads\/2025\/10\/research-scientists-drugs-pharma-biotech.jpg\"\/><\/p>\n<p class=\"caption\">Image source: Getty Images.<\/p>\n<p>Since then, however, COVID-19 vaccine demand dropped dramatically, and revenue has fallen significantly. Last quarter, Moderna&#8217;s total sales totaled just $142 million. Meanwhile, the company continues to invest heavily into the development of other mRNA-based medicines, but these costly efforts have yet to produce Moderna&#8217;s next <a href=\"https:\/\/www.fool.com\/terms\/b\/blockbuster-drug\/\" class=\"text-cyan-900 hover:text-cyan-800\" rel=\"nofollow noopener\" target=\"_blank\">blockbuster drug<\/a>.<\/p>\n<p>Givern these circumstances, it&#8217;s not surprising that share prices have fallen by around 35% year to date, and by around 95% from their all-time highs set in 2021. Unless Moderna unveils a positive surprise when the company next announces earnings on Nov. 6, shares could experience further downward price pressure.<\/p>\n<p><img alt=\"Moderna Stock Quote\" loading=\"lazy\" width=\"64\" height=\"64\" decoding=\"async\" data-nimg=\"1\" class=\"w-full flex-none object-contain\" style=\"color:transparent\"  src=\"https:\/\/www.newsbeep.com\/au\/wp-content\/uploads\/2025\/10\/1761088512_670_\"\/><\/p>\n<p>Today&#8217;s Change<\/p>\n<p>(0.95%) $0.26<\/p>\n<p>Current Price<\/p>\n<p>$27.50<\/p>\n<p>Key Data Points<\/p>\n<p>Market Cap<\/p>\n<p>$11B<\/p>\n<p>Day&#8217;s Range<\/p>\n<p>$26.65 &#8211; $27.58<\/p>\n<p>52wk Range<\/p>\n<p>$23.15 &#8211; $57.69<\/p>\n<p>Volume<\/p>\n<p>220K<\/p>\n<p>Avg Vol<\/p>\n<p>10M<\/p>\n<p>Gross Margin<\/p>\n<p>45.74%<\/p>\n<p>Dividend Yield<\/p>\n<p>N\/A<\/p>\n<p>2. Novo Nordisk<\/p>\n<p>Novo Nordisk (<a href=\"https:\/\/www.fool.com\/quote\/nyse\/nvo\/\" class=\"font-bold hover:underline\" rel=\"nofollow noopener\" target=\"_blank\">NVO<\/a> 1.78%) once had <a href=\"https:\/\/www.fool.com\/terms\/f\/first-mover\/\" class=\"text-cyan-900 hover:text-cyan-800\" rel=\"nofollow noopener\" target=\"_blank\">first-mover advantage<\/a> when it came to GLP-1 therapies, but competitors like Eli Lilly have since grabbed significant market share. As a result, forecasts call for this company, the manufacturer of Ozempic and Zepbound, to experience a slowdown in earnings growth this year, as well as in 2026.<\/p>\n<p>While earnings per share increased by 22% in 2024, <a href=\"https:\/\/www.fool.com\/terms\/s\/what-is-a-sell-side-analyst\/\" class=\"text-cyan-900 hover:text-cyan-800\" rel=\"nofollow noopener\" target=\"_blank\">sell-side analyst<\/a> estimates say that earnings will only increase 3.8% this year, and by 4.8% in 2026. Worse yet, recent remarks from President Donald Trump regarding GLP-1 prices could mean even greater disappointment with future earnings.<\/p>\n<p>Trading at a forward P\/E ratio of 14, Novo Nordisk might look like a &#8220;cheaper way&#8221; to play the GLP-1 trend, given that Eli Lilly trades for 27 times forward earnings. However, relative to growth, Novo Nordisk&#8217;s valuation isn&#8217;t justified, and it may be somewhat inflated, especially if governmental pressure to lower GLP-1 prices does indeed start to affect profitability and growth.<\/p>\n<p><img alt=\"Novo Nordisk Stock Quote\" loading=\"lazy\" width=\"64\" height=\"64\" decoding=\"async\" data-nimg=\"1\" class=\"w-full flex-none object-contain\" style=\"color:transparent\"  src=\"https:\/\/www.newsbeep.com\/au\/wp-content\/uploads\/2025\/10\/1761088513_837_\"\/><\/p>\n<p>Today&#8217;s Change<\/p>\n<p>(-1.78%) $-0.99<\/p>\n<p>Current Price<\/p>\n<p>$54.75<\/p>\n<p>Key Data Points<\/p>\n<p>Market Cap<\/p>\n<p>$188B<\/p>\n<p>Day&#8217;s Range<\/p>\n<p>$54.54 &#8211; $55.36<\/p>\n<p>52wk Range<\/p>\n<p>$45.05 &#8211; $116.65<\/p>\n<p>Volume<\/p>\n<p>329K<\/p>\n<p>Avg Vol<\/p>\n<p>18M<\/p>\n<p>Gross Margin<\/p>\n<p>83.94%<\/p>\n<p>Dividend Yield<\/p>\n<p>0.03%<\/p>\n<p>3. UnitedHealth Group<\/p>\n<p>UnitedHealth Group (<a href=\"https:\/\/www.fool.com\/quote\/nyse\/unh\/\" class=\"font-bold hover:underline\" rel=\"nofollow noopener\" target=\"_blank\">UNH<\/a> +0.24%), once a Wall Street darling, has experienced tragedy, controversy, and headwinds like rising costs over the past year. This has led to a 37% price decline for shares in America&#8217;s largest health insurance company.<\/p>\n<p>Back in August, news of legendary investor Warren Buffett&#8217;s Berkshire Hathaway making a $1.5 billion investment in UnitedHealth led to a partial price rebound for shares. However, this &#8220;Buffett boost&#8221; could ultimately prove to be short-lived. UnitedHealth next reports earnings later this month, on Oct. 28.<\/p>\n<p>Following other developments, such as the company&#8217;s reestablishment of full-year <a href=\"https:\/\/www.fool.com\/terms\/g\/guidance\/\" class=\"text-cyan-900 hover:text-cyan-800\" rel=\"nofollow noopener\" target=\"_blank\">guidance<\/a>, expectations now run high that the worst is over. Still, as margin pressures persist, and the company remains under investigation from the U.S. Department of Justice (DOJ) investigation, there&#8217;s still room for some unexpected bad news, which may result in a pullback for shares.<\/p>\n","protected":false},"excerpt":{"rendered":"Don&#8217;t try to catch a falling surgical knife. &#8220;Buying the dip&#8221; can be a double-edged sword for investors.&hellip;\n","protected":false},"author":2,"featured_media":231041,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[34],"tags":[64,63,137,500],"class_list":{"0":"post-231040","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-healthcare","8":"tag-au","9":"tag-australia","10":"tag-health","11":"tag-healthcare"},"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/posts\/231040","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/comments?post=231040"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/posts\/231040\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/media\/231041"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/media?parent=231040"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/categories?post=231040"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/tags?post=231040"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}