Constantino defies Cramer on pharma stocks: Buy

Mad Money host Jim Cramer has not gotten the last word on his recent advice to investors to sell their big pharma stocks. Seeking Alpha contributor Frank Constantino says if investors shift to defensive sectors, big pharma will rise again. So it's worth the wait. His top four picks: Eli Lilly, Bristol-Myers Squibb, Abbott Labs and Johnson & Johnson. Column