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Healthcare Stocks: Can UnitedHealth J&J Keep Winning?

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UnitedHealth Group (NYSE: UNH) and Johnson & Johnson (NYSE: JNJ) are two of the stock market's biggest companies and last quarter, each delivered better financial results than industry-watchers were expecting. In this episode of The Motley Fool's Industry Focus: Healthcare, hosy Shannon Jones and Motley Fool contributor Todd Campbell dig into the details to explain what was behind their better-than-expected results and what investors ought to be watching from here. In the show, they discuss:

What caused J&J's consumer goods business to grow;
Why oncology is so important to J&J's future;
The multibillion dollar drug that could dent J&J's sales in 2019;
How Medicare and Medicaid are boosting UnitedHealth's sales;
And, the tailwinds supporting UnitedHealth's insurance and analytics business.

Additionally, Jones and Campbell explain how Genfit, a small French biotech company, hopes to outmaneuver large competitors like Gilead Sciences (NASDAQ: GILD) in non-alcoholic steatohepatitis, a potential $35 billion market.
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