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Marsico Seeing Opportunities With 2 Health-Care Names

Marsico Capital CEO Tom Marsico favors the growth prospects of these biotech companies that are producing novel drugs for unmet medical needs.

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Please note: Since original publication, the transcipt for this video has been revised at the interviewee's request to correct/clarify certain statements.

Karin Anderson: It would be also interesting to hear about your passion for health care these days, and particularly biotechs. You've mentioned how you think that these are poised to do quite well in a slow-growth environment, as well. Could we hear about some of those names?

Karin Anderson does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.