p perrigo, the one that looks like pepto bismol is what makes that.the nifty 50 again, they are winning back shelf space. for a while i thought i bought pepto bismol. i like to chug pepto, i know you're not supposed to, but you don't need that little cap. just -- >> dow is down 5. retail and some banks not doing well but amd is the best gainer. >> it's back. and you know, i think that the company had that analyst meeting and didn't acquit themselves well. the chips are doing well. they are doing so much in gaming, gaming remains something incredibly strong. amd i've been saying it's an out and out buy. nvidia, i'm not backing down. i think that amd has got really powerful chip sets, they have a lot of new products and i think they're going to sell. >> home depot supply gets crushed. >> well i mean, when you miss, you miss. and they missed big. i was looking for 66, they come in at 63. i like the sale of the waterworks supply but they announced a buyback. you can't miss 500,000 customers. what does that say? says that well maybe this small, medium size

perrigo is being downgraded to underperform. the consumer unit is facing headwinds.is not all negative in health care today at all. a standout to the upside, and then some -- 46%. the company's experimental cancer drug is shown positive results. another on the list, it's cancer drug joint at 23% response rate. biobloomberg b-- bluebird gene therapy showing the best results for most patients. julia: thanks so much, julie. a big name in the world of hedge funds, john paulson, shot to fame betting on the collapse of the housing market. now he is struggling to persuade investors to stick with him following a string of missteps. our guest covers sec regulatory for bloomberg news. of $10 billion client money. how long before this becomes a private office? >> well, mr. paulson has said he does not want to become a private office. i think he will do his best to make sure that does not happen. he has opened a couple new funds over the past couple years, getting more money into those, and then it won't happen, but i guess it really depends a lot, also come on how his drug stoc

current systems, and it's also a lower cost way to expand their robotics programs, and the losers, perrigofailed hostile bid for myleene and the departure of its ceo. mallinckrodt down 10%. also express scripts down 6% as high drug prices weigh on pharmacy benefit managers. andrew back over to you. >> thank you for that. right now we want to bring in ana gupta, managing director and senior research analyst covering health care services for leering partners good morning >> good morning. >> what do you love? tell us what's working in your mind >> broadly speaking the health care sector is working as you know, with obamacare all of the subsectors had to give up a little bit managed care is huge, taxes, pharma tax, even the hospitals had to get some budget cuts on servicing the uninsured so you're seeing the sector responding to that and then, potentially, after that, corporate tax reform and the services -- >> how are you handicapping what's happening in washington and how that's going to impact these stocks >> well, i think the space has moved up broadly speaking. you know, all of the manage