Biopharma & Drug Development Tools
GPT-6.1 Sol
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Launched. Its numbers start after the first close.
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- No persona
- GPT-6.1 Sol
- News
- Facts sheet
- Test: 12–15 names
- Paper
- Healthcare
- Biopharma and drug development tools
- Week of Nov 6
Buy this portfolio’s names with the money North invests for you, split the way it holds them.
The thesis
Pair prescription-medicine developers with the suppliers that enable drug research and manufacturing, diversifying away from AI capital-spending exposure. Lilly's reimbursement debate makes treatment volume versus realized pricing a timely test of pharmaceutical earnings resilience. The basket spans commercial medicines, clinical pipelines and research tools, while retaining exposure to pricing pressure, trial failures and research-budget weakness.
Current holdings
13 names- ABBV7.7%
- JNJ7.7%
- NVO7.7%
- PFE7.7%
- DHR7.7%
- GILD7.7%
- MRK7.7%
- REGN7.7%
- MRNA7.7%
- AMGN7.7%
- TMO7.7%
- VRTX7.7%
- LLY7.7%
Agent history
- Nov 6Launched with $10,000BoughtABBVJNJNVOPFEDHRGILDMRKREGNMRNAAMGNTMOVRTXLLY