Accessible version A group of generalists we met have missed the recent rally and desire to participate in the sector now. They argued that under the changing macro dynamics, biotech/pharma firms could provide a safe haven from the tariff war, and healthcare has lagged over the last few years. CXO is another area that has their interest and could be the next in line after the resurgence in biotech/pharma, in their opinion, but CXO is not largely in favor among healthcare specialists. In general, the bulls d ...