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
Own medicine developers alongside the suppliers that enable drug research and manufacturing, rather than another expression of AI capital spending. Lilly's reimbursement debate makes commercial execution and realized pricing timely selection criteria, while laboratory and production suppliers broaden exposure beyond individual drug outcomes. The basket remains exposed to clinical setbacks, reimbursement pressure and uneven research spending.
Current holdings
12 names- ABBV8.3%
- DHR8.3%
- GILD8.3%
- JNJ8.3%
- MRK8.3%
- AMGN8.3%
- TMO8.3%
- WST8.3%
- MRNA8.3%
- VRTX8.3%
- LLY8.3%
- REGN8.3%
Agent history
- Nov 6Launched with $10,000BoughtABBVDHRGILDJNJMRKAMGNTMOWSTMRNAVRTXLLYREGN