The company has made a significant strategic move in oncology by acquiring a preclinical cancer immunotherapy program targeting the novel TREX1 protein for over $400 million. This substantial investment is part of a broader push into oncology that has been paying off. The healthcare stock has been performing strongly, having outperformed the Dow Jones index over the past year. This performance, combined with the promising new asset and positive analyst sentiment, paints an optimistic picture for the company's future prospects.