Mizuho's Jared Holz on how to play the underperforming health care sector

Shares of biotech company inmed continuing to rally after getting FDA approval for its first-in-class drug treating a form of chronic lung disease. I spoke to CEO Will Lewis last night on Fast Money about the drug's blockbuster potential. Here's what he had to say.When you unlock something like that, the opportunity is enormous. Think about PD1. Think about GLP1s and the opportunity they represent.This is the kind of mechanism that I think we've unlocked. All right. Could it be the next GLP1.Let's ask Jared ...