Evercore ISI's Umer Raffat on finding value in the beaten-down health care sector
CNBC Televisionยท2025-07-28 18:06
Welcome back to the exchange. Healthcare the best performing sector last week, but it is having its worst three-year run in more than a decade. This according to Missouo, up two and a half% compared to a 57% gain for the S&P 500.Managed care names like Sigma and Humana reporting this week as well as large cap pharma including Bristol Myers and Merc. Can strong earnings out of the names keep the positive momentum going. Joining us now, Umar Rafat, senior analyst at Evercore ISI.Um, great to have you with us. ...