Alexion Pharmaceuticals (NASDAQ: ALXN) is one of the few drugmakers in the healthcare sector that enjoys a sustainable competitive advantage due to its focus on ultra-rare disease indications.Tackling research and getting therapy for rare diseases approved gives the company a competitive edge over others. This negligible/no competition has aided the company’s Soliris, a therapy administered every two weeks, generate extrapolated annual sales worth $4 billion.The drugmaker, with its continued innovation, then came up with Ultomiris. This next-generation therapy will be administered every eight weeks, giving it an even stronger hold than Soliris.Additionally, Alexion Pharmaceuticals is not afraid to expand its roots in the rare disease space by making acquisitions. A few weeks ago, the company announced that it would acquire Portola Pharmaceuticals in a deal worth $1.4 billion. This move brings Andexxa, a drug designed to stop fatal bleeding and administered to patients taking certain types of anticoagulants, under the purview of Alexion Pharmaceuticals.
Chipmaker Broadcom (NASDAQ: AVGO) is one of the tech stocks set to make it big in the market, thanks to the boom in 5G.Broadcom earns most of its revenue by selling semiconductor drives and chips that are going to be installed in next-generation smartphones that support 5G. As telecom companies are in the initial stages of rolling out these network upgrades, Broadcom is likely to experience growth for years to come as businesses and consumers upgrade their wireless technology.Moreover, the growing work-from-home trend means more enterprise data being stored in the cloud, which means a significant growth in data centers for Broadcom over the next 5-10 years.
Warren Buffett’s Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) owns approximately five dozen businesses and has invested in 46 other securities. The best part about owning Berkshire Hathaway stock is getting Warren Buffett as your portfolio manager. He certainly has a knack for identifying value, which is proven by the fact that Berkshire Hathaway’s per-share market value surpassed the S&P 500 by over 2,700,000% since 1964.Another plus point of owning Berkshire Hathaway stock is a strong relation to the global and U.S. economy. Buffett has concentrated his capital in quite a few highly cyclical sectors like financials, consumer staples, and information technology, which form the majority of Berkshire Hathaway’s invested assets.