The chatter in my office and on CNBC has been focused on one essential question: What sector is cheap? Not just cheap because the stocks have dramatically underperformed for several years, but attractive because these equities have the potential to outperform the S & P 500 over the next two to three years.
During the 1990s when I followed the group as an analyst and fund manager, the industry was wildly innovative, with new therapies for cholesterol, oncology, HIV, depression, and, of course, the Viagra boom. What happened? Many experts cite one explanation: All the "easy" or "low-hanging fruit" targets have been addressed, and the big untapped conditions, such as Alzheimer's, Parkinson's, ALS, and spinal cord injuries, are too complex.
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