Bernstein's Lance Wilkes on the rotation into the healthcare sector

So, is it too late to get into the trade after this recent run. Joining me now is Lance Wilks, uh, Bernstein senior research analyst. Lance, is there more to this or is this just a belleaguered sector having a bit of a bounce.>> Well, I think it's certainly benefiting from a rotation right now, but I think this is really early innings. You've had about three years of underperformance in this space. You take a name like United, margins are about half of uh kind of normal levels and multiples are down 20 to 3 ...