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3 Healthcare Pathbreakers With Long-Term Tailwinds
Written by Nathan Reiff. Published 9/1/2025.
Key Points
- Healthcare companies that thrive long-term typically offer unique, defensible innovations that can withstand competitive pressure.
- Top analysts are bullish on select firms leading high-growth market segments and maintaining strong R&D pipelines.
- Standout players like argenx, ICON, and Edwards Lifesciences are well-positioned for continued momentum.
In the world of healthcare stocks, a breakthrough device, novel therapy, or successful drug can propel a company to industry leadership. Yet many firms chase these milestones without success. To sustain long-term growth, a company must offer a technology or product portfolio so compelling that it withstands competition, generics, and other market pressures.
Pinpointing these true pathbreakers is challenging. Analysts have identified three firms—based in the Netherlands, Ireland, and the United States—that appear positioned for extended success: argenx SE (NASDAQ: ARGX), ICON plc (NASDAQ: ICLR), and Edwards Lifesciences Corp. (NYSE: EW). We explore each company in detail below.
Dominant Position in Autoimmune Disease Treatment
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Biotech firm argenx is pioneering treatments for autoimmune diseases using antibody fragment therapy. Its lead candidate, efgartigimod (VYVGART), targets chronic conditions such as myasthenia gravis. To date, VYVGART is the first and only FDA-approved FcRn antagonist, blocking the neonatal Fc receptor to lower circulating antibody levels.
As argenx expands VYVGART into additional autoimmune indications, it is cementing its reputation as the go-to innovator for a fully unique, potent treatment. The company also has several other promising assets in development—including multiple Phase III trials—to ensure it isn't overly reliant on a single product.
With autoimmune disorders rising globally and many lacking effective therapies, argenx could dominate this fast-growing market. Product sales jumped 97% year-over-year (YOY) in the latest quarter, and analysts agree on the outlook: all 21 analysts covering ARGX shares maintain a Buy rating.
ICON: Revenue Resilience and a Track Record of Buybacks
ICON is a contract research organization (CRO) providing outsourced development and commercialization services to pharmaceutical and biotech companies. Following its $12 billion acquisition of PRA Health Sciences in 2021, ICON has become one of the world's largest CROs, with leading expertise in decentralized clinical trials.
Decentralized trials are in growing demand for their cost-efficiency and shorter timelines. Even with a slight YOY revenue dip in the second quarter, ICON beat analyst expectations, buoyed by higher pass-through service revenues.
Strong free cash flow has allowed ICON to repurchase $250 million of shares in the latest quarter and to authorize up to $1 billion more in buybacks. This commitment to shareholder returns, paired with ICON's resilient service model, has led 10 of 16 analysts to assign a Buy rating and a consensus price target over 25% above the current share price.
Edwards Lifesciences: TAVR Leader Investing Heavily in R&D
Edwards Lifesciences is a leading innovator in structural heart disease devices, best known for its transcatheter aortic valve replacement (TAVR) system—a minimally invasive alternative to open-heart surgery. The company holds a dominant global market share in TAVR, and surgeons increasingly prefer this approach over traditional procedures.
In the second quarter, Edwards delivered solid results, beating both top- and bottom-line expectations. Although EPS dipped by three cents YOY, analysts remain optimistic, forecasting more than 12% earnings growth over the next year.
Edwards's robust R&D investment—particularly in transcatheter mitral and tricuspid therapies—targets an addressable market potentially larger than TAVR. High margins and substantial reinvestment of sales into R&D position Edwards to stay at the cutting edge of cardiovascular innovation.
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