I understand the GILD sale even though it looks like it was a classic over reaction, but I think it created a huge buying opportunity to get into the other pharma plays. CELG , BIIB, etc were all on sale for no reason. Awesome companies that were all cheap.
Pharma gets beat up ONE day and people run for this hills.
Mark this post.... Barring an energy reversal, pharma / healthcare will again be one of the top two performing sectors in 2015.
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