Ezra's Notes Checked November 12, 2026
Investor Letters

By @ezracrangle

← All companies

Health Care

63 health care companies mentioned in the letters, sorted by how many letters talk about them.

Other sectors

Companies

  1. Johnson & Johnson49 letters
  2. Labcorp46 letters
  3. Novo Nordisk27 letters
  4. Waters23 letters
  5. UnitedHealth23 letters
  6. Edwards Lifesciences22 letters
  7. IDEXX Laboratories17 letters
  8. Becton Dickinson15 letters
  9. Medtronic15 letters
  10. Lifecore Biomedical15 letters
  11. Alcon14 letters
  12. ResMed10 letters
  13. Danaher10 letters
  14. Stryker10 letters
  15. Solventum9 letters
  16. Humana8 letters
  17. Pfizer8 letters
  18. GSK7 letters
  19. Sanofi7 letters
  20. Teva7 letters
  21. GoodRx6 letters
  22. Teladoc6 letters
  23. Bristol-Myers Squibb6 letters
  24. Enzo Biochem6 letters
  25. DiaSorin6 letters
  26. Henry Schein5 letters
  27. Mettler-Toledo5 letters
  28. Zoetis4 letters
  29. Liquidia4 letters
  30. Coloplast4 letters
  31. Tenet Healthcare4 letters
  32. EssilorLuxottica4 letters
  33. Halozyme4 letters
  34. Perrigo3 letters
  35. Fortrea3 letters
  36. Elevance Health3 letters
  37. Haw Par3 letters
  38. United Therapeutics3 letters
  39. Boston Scientific3 letters
  40. Novartis3 letters
  41. Eli Lilly3 letters
  42. Theravance Biopharma2 letters
  43. Cansortium2 letters
  44. Merck2 letters
  45. Vanda2 letters
  46. ATI Physical Therapy2 letters
  47. AstraZeneca2 letters
  48. Bausch & Lomb2 letters
  49. Gilead Sciences2 letters
  50. Quest Diagnostics2 letters
  51. Viatris1 letter
  52. AnaptysBio1 letter
  53. Veeva Systems1 letter
  54. LNA Santé1 letter
  55. TransMedics1 letter
  56. Avanos1 letter
  57. HCA1 letter
  58. Intuitive Surgical1 letter
  59. Strata Critical Medical1 letter
  60. Apollo Hospitals1 letter
  61. DiaMedica Therapeutics1 letter
  62. Indivior1 letter
  63. Tandem Diabetes1 letter

Sectors follow the 11 GICS sectors. I assigned them by hand, so tell me if one looks wrong.