Although ASX healthcare sector has generally remained resilient, investing in some stocks particularly, has brought very good returns to investors. The following stocks, because of their business models are at an advantageous position, while defying the tariff blues indicating long term growth potential.
EZZ Life Science Holdings Limited (ASX: EZZ)
is a life science company working on health improvement through supplements and skincare range. It operates across Australia, New Zealand, China, South East Asia and also United States. The company reported revenue of $66.87 million in FY25 which was a small increase from FY24 levels. More than 94% of sales came from the EZZ branded portfolio with $49.7m from online channels and $13.5m from wholesale side. NPAT was $6.73 million while Basic EPS came in at 14.57 cents. The balance sheet is solid with cash of $20.85 million that gives good room for future growth. It also launched more than 15 new products in the year making the total portfolio 68 SKUs and expanded into US market under EZZDAY brand, into South East Asia with ROFA Enterprises and also through tie ups with Australian pharmacies. Shareholders got two fully franked dividends of 2 cents per share in the first half of the financial year.
Cogstate Limited (ASX: CGS)
develops and sells digital brain health tests and also gives quality assurance for clinical trials mainly focused on central nervous system diseases. In FY2025 it made record revenue of about $53.1 million which is 22% more than FY2024. Around 95% of this came from clinical trial services. The company reported a NPAT of $10.1 million almost double from last year, with EBIT margins above 25% and holding a strong cash balance of $35.6 million. Cogstate Contracts had a net value of $41.3 million out of which Alzheimer’s disease made up 58% and rare diseases also had big contribution. Right now it is active in 110 clinical trials at different stages and also entered into areas like psychiatric, mood and sleep disorders. In FY2025 the company announced its first fully franked dividend of $0.02 per share and also continued its buy back program with more than 10 million shares repurchased in last 2 years.
Neuren Pharmaceuticals Limited (ASX: NEU)
is a biopharma company that mainly works on treatments for rare neuro developmental disorders. Neuren’s key product is called DAYBUE which is licensed worldwide to Acadia Pharmaceuticals and already approved in US and also in Canada for Rett syndrome. In first half of 2025, Neuren made NPAT of about $15 million which is 88% higher than what it was in the first half of 2024. DAYBUE sales reached US$180.7 million in the same period and the company earned $28.3 million royalties from it, pushing total revenue to around $39.7 million. Basic EPS came at 11.88 cents and the company kept a strong cash position of almost $300 million. During the six months ended 30 June 2025 it also finished on-market buy backs worth $39.6 million. Its pipeline is led by NNZ-2591 which has moved into Phase 3 trial for Phelan-McDermid syndrome and is also making progress in pithapkins, Angelman,Prader-Willi and SYNGAP disorder and Hypoxic Ischemic Encephalopathy.
(Source: Company Announcements)
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