Baron Health Care Fund Q4 2025 Contributors And Detractors

Baron Capital480 FollowersFollow5ShareSavePlay(7min)CommentsSummaryEli Lilly and Company's shares rose during the quarter as Zepbound’s obesity launch continued to gain strong traction.Cidara Therapeutics' shares rose further following Merck’s acquisition of the company in a $9.2 billion all-cash deal announced in November 2025, representing a premium of more than 100% over the prior closing price.Doximity's stock detracted from performance as the company issued disappointing guidance for the next two quarters. Eskemar/iStock via Getty Images The following segment was excerpted from the Baron Health Care Fund Q4 2025 Shareholder Letter. Top Contributors & Detractors Top contributors to performance for the quarter Contribution to Return (%) Eli Lilly and Company ( This article was written byBaron Capital480 FollowersFollowBaron is an asset management firm focused on delivering growth equity investment solutions. Founded in 1982, Baron has become known for its long-term, fundamental, active approach to growth investing. Baron was founded as an equity research firm, and research has remained at the core of its business. Note: This account is not managed or monitored by Baron Capital, and any messages sent via Seeking Alpha will not receive a response. For inquiries or communication, please use Baron Capital's official channels.