There is immense opportunity to capitalize on the many unsolved problems plaguing the health care system. Ex: A weight loss drug, a better way to provide care outside of insurance companies, etc.
Since people don't change their spending on health care significantly, the health care industry is less sensitive to economic downturns. The health care industry will continue its growth along with the aging US population. Furthermore, the health care industry is poised to perform well in the near term because of its relative resilience and lower valuations.