Joining me now to discuss is Evan Seagerman. He's the head of healthcare research at Vimo Capital Markets. Evan, thank you so much for being here.It feels like over the course of the year when we've looked at sector specific recommendations. In the beginning, it was healthcare. Then that trade kind of went quiet for a while and perhaps maybe now it's seeing a resurgence.What do you think is behind it and can it continue. >> So, a few things. First of all, I think the recent deals you've seen with some pharm ...