This week, we want to talk about the big U.S. healthcare and pharmaceutical stocks. We think that the sector will benefit from long-term healthcare trend of an ageing society.

So, we look at three healthcare stocks that seems undervalued now and could have potential catalysts for share prices to appreciate.

Before we proceed, we have some interesting content this week that might change how you think about your portfolio!

Starbucks Chipotle $SBUX ( ▼ 2.64% ) $CMG ( ▼ 3.34% ) : They say old habits die hard. Starbucks is exploring a takeover of Chipotle Mexican Grill. Brian Niccol, the CEO of Starbucks, used to be the CEO of Chipotle before he left to lead Starbucks [Read More]

CH Robinson $CHRW ( ▲ 0.69% ) $RXO ( ▲ 0.52% ) : C.H. Robinson will acquire RXO for US$5.8 billion to expand its North American truck-brokerage and strengthen last-mile delivery. Combined, both companies will have a US$5.8 billion market capitalisation and will give Robinson greater scale. [Read More]

McKesson $MCK ( ▲ 0.92% ) $OPCH ( ▲ 0.06% ) : McKesson and Clayton Dubillier are bringing infusion therapy provider, Option Care Health private in a deal worth about US$5.8 billion. McKesson is trying to expand its healthcare services footprint [Read More]

PepsiCo $PEP ( ▼ 1.85% ): PepsiCo is on the way back to the top. Its latest financial results topped analyst expectations. Revenue was up by 5.6% driven by its international markets. Its beverages recorded 1% growth in volume, while food also grew by 1%. [Read More]

TSMC: TSMC once again records large surge in sales. Revenue is up by 54.6%, driven by higher demand for advanced AI chips. [Read More]

Alibaba $BABA ( ▲ 5.36% ) : Analysts are going all-in on ALibaba’s AI cloud ambitions. They are projecting that it will report a 50% revenue surge for its cloud and artificial intelligence unit for the September quarter. [Read More]

Temasek: Temasek’s CIO has some dire warnings for markets in 2027. The AI trade might unwind and inflation might spike, leading to much higher bond yields in the market. The big question will be whether the hundreds of billions of investments will bear fruit for AI companies. [Read More]

Mi Material: Mi Material is looking to list on the Singapore Exchange. It sells semiconductor products and services, and have already attracted institutional investors such as Abrdn Asia, Amova, Areca Capital, Barings, Fullerton and Manulife Investment [Read More]

Deluge: Deluge, a fire detection and protection system contractor, has launched its IPO at SG$0.60 per share and is aiming to raise about SG$23.4 million. Proceeds will be used to invest in infrastructure, facilities and operational capabilities. [Read More]

Thakral: Thakral Corporation has sold Utsubo East Building, which is a commercial building in Osaka, Japan for SG$33.4 million. This is 16% above the purchase price in 2018. [Read More]

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Valuations of Anthropic!

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👆️ Catalyst: McKesson is trying to privatise Option Care Health, an infusion therapy provider. It is the largest independent infusion therapy player in the U.S., with a 308,000 pool of patients. This move could push McKesson’s revenue opportunities wider, and helped it scale up.

💪 Investment Case: Latest 1Q 2027 results were strong. Revenue was up by 8%, driven by its oncology & multispecialty segment (+33%) and prescription technology solutions (+9%). Recently, it undertook a massive US$2.25 billion share repurchase program to enhance shareholder value. Adjusted earnings are up by 20%.

Valuation-wise, the stock is deemed to be 44% undervalued now, trading at a price-to-earnings ratio of 23.6 times.

❓  Market Analysts: Average target price is at US$990 with an implied upside of +6.4%

👆️Catalyst: China’s Abogen Biosciences has signed a licensing and option agreement with Novartis to develop RNA-encoded therapeutics. Novartis could potentially tap into ABogen’s drugs production, and distribute on Abogen’s behalf in the international markets. It will also have an exclusive option to license a number of next-generation therapeutic developed on Abogen’s RNA platform.

💪 Investment Case: Steady performance from Novartis for 2Q 2026. Revenue is up by 3%, but profits are down by 19%. The company is about 64% undervalued.

❓ Market Analysts: Average target price of US$152 with an implied upside of +6.3%

👆️ Catalyst: Jiangsu Hengrui Pharmaceuticals is licensing its global rights for experimental obesity drug HRS-1596 to Novo Nordisk that could be worth up to US$2.6 billion. Novo Nordisk will have exclusive rights to develop, manufacture, and commercialize the drug globally, excluding mainland China, Hong Kong, Macau and Taiwan.

💪 Investment Case: Novo Nordisk has not been doing well on the obesity drug front as it falls behind Eli Lily. But it does have the means to defend its current market position. Adjusted revenue for 1Q 2026 was down by 4%, hile operating profit declined by 6%.

❓  Market Analysts: Average target price of US$52.40 with implied upside of +37.3%