- Illumina Inc. (ILMN)
- Abbott Laboratories (ABT)
- Johnson & Johnson (JNJ)
- Thermo Fisher Scientific Inc (TMO)
- Guardant Health Inc. (GH)
- Moderna Inc. (MRNA)
Q: When comparing the two companies would you say there’s a lot of overlap in their businesses? Is one diversified enough in healthcare owning both and if not, which would you prefer? Also, could you recommend a few HC stocks that would compliment either? Thanks!