We are looking for recovery in 2Q & 2H22 in elective surgery cases in the U.S., says David Toung, Sr. Analyst, Health Care, Argus Research. He discusses the stocks of Stryker (SYK), Intuitive Surgical (ISRG), Johnson & Johnson (JNJ). Our favorites include biotech stocks that have advanced programs and strong cash on balance sheets, says Laura Chico, SVP, Equity Research, Biotechnology, Wedbush Securities. Wedbush top picks are Karuna Therapeutics (KRTX) and Chinook Therapeutics (KDNY). David also likes Thermo Fisher (TMO). Tune in for the details of why these stocks are their favorites.