I talked to many health CEOs out West and see big things for drug stocks

We get so caught up in the buzz and the sizzle that we forget about the steak, especially in this era of GLP-1s, which have revolutionized the treatment of diabetes and obesity and are being studied for so many more diseases and conditions. That's my chief takeaway from meeting with 15 different CEOs, a dozen of whom were off the record, at the 44th annual JPMorgan Healthcare Conference, which is perhaps the most important and certainly the largest of any industry confab. The steak, in this case, is the act ...