BusinessWeek - Health care has historically been a defensive sector of the stock market. It continues to underperform in an environment in which many would have predicted it would do better. This is because there's a lack of leadership in the household names: Merck , Pfizer , Johnson & Johnson , Medtronic . In the next 6 to 12 months, none of these companies will be in the early phases of -- or about to engage in -- important new product cycles.
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