Investors / stance tracking
What Jared Holz is saying
FollowFollowingUnfollowManaging Director and Healthcare Equity Strategist, Mizuho
8 dated public stances tracked since 2026-10-14, most recently 2026-10-22. Each line carries the date and the venue it came from; quotation marks mean verbatim. Methodology.
The stances below are c8alpha's editorial distillation of Jared Holz's public commentary — television, podcasts, and interviews — compiled by automated transcript analysis and dated to the episode they came from. They may lag the speaker's current view and may contain extraction errors. Text in quotation marks is verbatim from the episode; everything else is our paraphrase. Jared Holz is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
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8
tracked stances
8
themes
0
side flips
2026-10-22
last heard
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|---|---|---|---|
| ABBV | 1 | 1 bullish | 2026-10-14 | |
| JNJ | 1 | 1 bullish | 2026-10-14 | |
| LLY | 1 | 1 bullish | 2026-10-14 | |
| MEDICAL DEVICE STOCKS | 1 | 1 bullish | 2026-10-14 | |
| MRK | 1 | 1 bullish | 2026-10-22 | |
| MRNA | 1 | 1 neutral | 2026-10-22 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
Moderna's cancer-vaccine data were not bad, but expectations were too high and efficacy in other tumor types remains uncertain, making the stock too volatile to trade.
“Moderna is a do not trade type of stock because it's just so volatile”
CNBC uncut 2026-10-22 17:33 ET (5 min)
Merck offers a more compelling way to express optimism about the cancer vaccine's prospects because its shares are less volatile than Moderna's.
“Merck is actually somewhat compelling here”
CNBC uncut 2026-10-22 17:33 ET (5 min)
AbbVie's pipeline positions it better than most large-cap pharma peers when facing patent-cliff pressure, ranking it third behind Lilly and J&J on Holz's preferred-name list
“I would probably say AbbVie and maybe Biogen after that”
CNBC uncut 2026-10-14 16:11 ET (30 min)
Vertex's patent-cliff timing is more favorable than peers — the key question is whether LOE pressure arrives closer to 2027-28 or 2030, giving it optionality among large-cap pharma longs
“Vertex is on that list, too. I think most of the major players have some issue. It's just, it depends on whether that's a 2027, 2028 issue or closer to 2030”
CNBC uncut 2026-10-14 16:11 ET (30 min)
Eli Lilly has the strongest 5-year outlook in large-cap pharma due to its GLP-1 franchise accomplishments and a deep pipeline that gives it the most favorable patent-cliff profile among peers
“most around the street think that Eli Lilly is in the best shape over the next five years, just given what they've been able to accomplish and the pipeline”
CNBC uncut 2026-10-14 16:11 ET (30 min)
Despite near-term medical device headwinds, J&J's pharma segment stands as one of the best pipelines in large-cap pharma and is mispriced relative to the stock's broad selloff on device concerns
“that pharma business within J&J looks to be one of the best”
CNBC uncut 2026-10-14 16:11 ET (30 min)
Life science tools companies like Thermofisher and Danaher are expected to see growth accelerate in 2026, making them one of the more actionable thematic opportunities within healthcare right now
“life science tools, investors think growth is going to accelerate next year. That would be the thermos and the danahurs”
CNBC uncut 2026-10-14 16:11 ET (30 min)
2026-10-14
MEDICAL DEVICE STOCKS
bullish
CNBC (uncut) · uncut_tv
Medical device stocks are depressed and set up for mean reversion, with further upside in a scenario where Democrats win both chambers and healthcare utilization rises as a policy tailwind
“Medical device stocks have been down and out, but potentially some mean reversion there”
CNBC uncut 2026-10-14 16:11 ET (30 min)
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