Deutsche Bank analyst Robyn Karnauskas expects shares of AbbVie (ABBV) and BioMarin (BMRN) to outperform in the near-term following recent weakness in the biotech sector. On AbbVie, Karnauskas thinks data readouts in 2015 could add $15-$25 per share over time. For BioMarin, the analyst thinks only three of the five pipeline readouts need to work in 2015. The company's takeout valuation could be up to $217 per share if data for BMN-111 for Achondroplasia, Drisapsrsen for Duchenne muscular dystrophy and BMN 270 for hemophilia are positive, Karnauskas believes. The analyst also recommends buying Celgene (CELG) and Alexion (ALXN) on any weakness for upside in the second half of 2015.