It's still not clear what, if any, reform is going to come to U.S. health care, but Miller Tabak's Les Funtleyder is ready to play it.
"It's basically a sentiment call, because valuations are pretty attractive in the sector," he told CNBC. "There are some companies we like in the genetics space, which would benefit by increased NIH [National Institutes of Health] spending."
Although he has his game plan drawn up, he said he's reluctant to move into the market until mid-April.
The names on his list are Illumina, Luminex, and Genoptix.