They picked Heron Therapeutics (NASDAQ: HRTX), Illumina (NASDAQ: ILMN), and CVS Health (NYSE: CVS) as their top value plays in the sector right now. Wall Street's more conservative take on the drug has it generating around $545 million at peak, but more optimistic estimates put HTX-011's commercial opportunity into megablockbuster territory at roughly $2 billion a year in sales. Same-store sales rose by a better-than-expected 3.8%, with brand-name drug inflation, especially with regard to Medicare Part D, boosting results, and the company reaping the rewards of its first full quarter of the Aetna integration.