If you are looking for some exposure to the healthcare sector, then it could be worth looking at the two ASX 200 healthcare shares in this article.
They have been named as top buys by analysts at Bell Potter in 2025. Here's what the broker is saying about them:
Clarity Pharmaceuticals Ltd (ASX: CU6)
This pharmaceuticals company could be an ASX 200 healthcare share to buy this year according to the broker.
It is feeling very bullish about its prospects in 2025, particularly given the impending release of the final data from the SECuRE trial.
SECuRE is a Phase I/IIa theranostic trial for identification and treatment of participants with prostate-specific membrane antigen (PSMA)-expressing metastatic castrate-resistant prostate cancer.
Commenting on the company, the broker said:
Clarity Pharmaceuticals has continued to produce high quality interim data readouts from its numerous clinical trials during 2024. In 2025 we anticipate a flood of new data led by headline readouts from the pivotal study in prostate cancer imaging (CLARIFY) and perhaps more importantly, final data from SECuRE being the therapy trial also in prostate cancer.
Earlier data from imaging studies indicates 64Cu SAR-bisPSMA is able to detect cancerous lesions in lymph nodes at a far earlier stage than the standard of care. Similarly, PSA50 data from the SECuRE trial is highly anticipated and is expected to be highly supportive of further development of this drug candidate.
Bell Potter currently has a speculative buy rating and $10.00 price target on its shares.
Polynovo Ltd (ASX: PNV)
Another ASX 200 healthcare share that Bell Potter is tipping as a buy for 2025 is Polynovo.
It is a medical device company focused on advanced wound care that designs, develops, and manufactures dermal regeneration solutions (NovoSorb BTM, NovoSorb MTX) using its patented NovoSorb biodegradable polymer technology.
Bell Potter believes that 2025 will be the year that the company delivers its first full year of positive cash flow. It said:
PolyNovo is a leader in the market for dermal replacement wound care products in the United States. Novosorb has gained excellent traction in the US hospital sector over recent years which has seen dozens of surgeons commence using the product for complex wound repair.
FY25 revenues are likely to grow at >30% off a revenue base of $110m and the company is also expected to generate earnings and record its first full year of cash flow positive operations. In the clinic, PNV is expected to report headline data from the clinical trial in full thickness burns and this will likely lead to an upgrade in the registration from a 510K to a pre market approval (PMA) and improved pricing.
Bell Potter currently has a buy rating and $3.00 price target on its shares.
