Buy, Sell, or Hold? Insiders Pile Into These 3 Healthcare Stocks

Insiders are buying healthcare companies in 2025, with a notable increase in Q3.

The stocks on this list provide a value, often a deep value, relative to prior action; the question is whether they are a good buy for investors.

This article looks at Eli Lilly (NYSE: LLY), Teleflex (NYSE: TFX), and Calcimedica (NASDAQ: CALC) to see who’s buying, how much, and what investors might expect from their stock prices as the year progresses. 

Eli Lilly Faces Competition for Its GLP-1 Sales

The primary hurdles for Eli Lilly in 2025 are an outlook for slowing sales linked to increased competition for GLP-1 revenue. The flipside is that the share price is down significantly from its early-year highs, and the insiders have been buying.

InsiderTrades tracks five purchases by five insiders, including the CEO, an EVP, and three directors, which shows a high degree of confidence in the value.

The high degree of confidence is underscored by the insider trading history, which reveals no insider buying within the preceding two years, only periodic selling in alignment with trading plans, tax needs, and other recipients of share-based compensation. 

The institutions are the primary cause of the share price decline for this healthcare stock. They own more than 80% of the stock and present a strong headwind with the group selling on balance in the first half of Q3. Assuming that continues, the stock price will struggle to move significantly higher and maintain its gains, but there is an offsetting factor: the analysts.

The analysts’ trends reveal increased coverage, a firm rating, and a steady consensus forecasting a 35% upside in mid-August. Other reasons to consider this stock as a Buy include its established, blue-chip business, pipeline of new treatments, and balance sheet health.

Teleflex Set to Begin Recovery, Accelerates Outlook With Acquisition

Teleflex is a medical products company whose stock price has suffered from industry headwinds, including post-COVID normalization and divestitures. However, the story in 2025 is that the company is on track to sustain growth and has amplified the outlook with a recent acquisition. The insiders highlight the stock opportunity, with five buying in August.

The buyers include four directors and the CEO, marking the first buying activity in years. Institutions, which own about 95% of the company, also reverted to buying in the first half of Q3 and may provide a tailwind for price action in future quarters. 

The bad news is that analysts’ sentiment has played a role in TFX’s price decline, including deteriorating sentiment and a negative price target trend that are still in place as of mid-August.

The good news is that the market has outrun the trend, falling well below the low-end of the analysts’ range, suggesting a deep value and high potential to rebound.

The upcoming Q3 report could be a catalyst for a rebound: the company raised its guidance for the quarter to above the consensus and may outpace due to core strengths and new synergies. 

CalciMedica: Beware of Dilution

CalciMedica is a clinical-stage biopharma advancing its pipeline, including existing programs and new ones. The price action in 2025 is influenced by positive trial results and insider buying, including numerous purchases by the CEO, directors, and other execs.

The good news is that they provide solid support, collectively owning more than 40% of the stock, but there are risks. The number one is the institutions, which, as a group, own nearly all of the remaining shares. They are selling on balance in Q3 and may continue to do so until there is some clarity in the revenue outlook. 

Another risk is the balance sheet. The company’s Q2 report included confidence in the ability to continue funding current operations, but there is a limit. The company forecasts running out of capital by the middle of 2026, which will likely result in dilutive actions, including share sales and debt offerings.

The Q2 reports reveal that share counts were up by 35%, long-term debt was ballooning, and shareholder equity was cut by more than 50%. 

Companies in This Article:

Experience

Thomas Hughes has been a contributing writer for InsiderTrades.com since 2019.

• Professional Background: Thomas Hughes is the Managing Partner of Passive Market Intelligence LLC, a market research platform he launched in 2023 with the mission: “We watch the market so you don’t have to.” He has worked as a blogger, stock market commentator, and independent analyst since 2010 and has been actively involved in trading and investing since 2005.
• Credentials: He holds an Associate of Arts in Culinary Technology—training that honed his discipline, attention to detail, and ability to anticipate outcomes, all of which carry over into his work as a market analyst.
• Finance Experience: Thomas has been writing about finance and investing since 2011, when he discovered it could be more than a personal passion—it could be a profession. He’s been a contributing writer for InsiderTrades.com since 2019.
• Writing Focus: He specializes in the S&P 500, small-cap stocks, dividend and high-yield strategies, consumer staples, retail, technology, oil, and cryptocurrencies. His analysis blends chart-based technical setups with key fundamental insights, helping readers identify actionable trends.
• Investment Approach: Thomas takes a hybrid approach that combines technical analysis with deep fundamental research. He often writes about macroeconomic shifts, earnings trends, and sentiment-based trading signals.
• Inspiration: Thomas first became interested in stocks after attending a seminar on how to buy and sell your own shares. That event opened his eyes to the market’s potential and sparked a lifelong interest in investing.
• Fun Fact: Thomas took up model railroading by accident a few years ago—and now he can’t stop running the rails.
• Areas of Expertise: Technical and fundamental analysis, S&P 500, retail and consumer sectors, dividends, market trends

Education

Associate of Arts in Culinary Technology