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3 Top Health Care Plays: Barbara Ryan

Strong fundamentals and dominant market positions make three biotech/pharma names stand out, analyst Barbara Ryan said Monday on CNBC.

"Gratefully, for pharma and biotech, innovation is back," she said on "Fast Money."

Ryan's picks were:

Pfizer: Divestitures of certain segments of its business would mean cash for stock buybacks, she said, adding that a high dividend yield and an increase in its payout were also positive.

Gilead: Ryan called this pharmaceutical name "the lead horse" in a race to find a cure for Hepatitis C, "potentially a $10 billion opportunity."

Biogen Idec: The company "clearly has strong position in multiple sclerosis" medication and would be looking to strengthen that position with new products, she said.

Ryan, founder of Barbara Ryan Advisors, acknowledged that mergers and acquisitions have whittled down the number of players in the space.

"There is a scarcity of innovation," she said.

Two top names that investors are looking at on the M&A front, Ryan added, were BioMarin Pharmaceuticals and Onyx Pharmaceuticals.

OptionMonster's Jon Najarian liked the latter pick.

"I think that one is going to have some good results," he said. "So I anticipate a positive return there."

Trader disclosure: On Jan. 7, 2013, the following stocks and commodities mentioned or intended to be mentioned on CNBC's "Fast Money" were owned by the "Fast Money" traders: Joe Terranova is long VRTS; Joe Terranova is long TJX; Joe Terranova is long AAPL; Joe Terranova is long GS; Joe Terranova is long MS; Joe Terranova is long GLW; Joe Terranova is long DELL; Joe Terranova is long VZ; Joe Terranova is long XOM; Josh Brown is long AAPL; Josh Brown is long C; Josh Brown is long JPM; Josh Brown is long WFC; Josh Brown is long GLD; Josh Brown is long GDX; Josh Brown is long XLU; Josh Brown is long TLT; Josh Brown is long XLF; Josh Brown is long WMT; Josh Brown is long TGT; Stephanie Link is long AAPL; Stephanie Link is long GS; Stephanie Link is long WFC; Stephanie Link is long SBUX; Stephanie Link is long GE; Ron Sloan is long K; Ron Sloan is long PGR; Ron Sloan is long MSFT; Ron Sloan is long GE; Ron Sloan is long SYMC.

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