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Chronic Care: Medicines, Monitoring & Coverage
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Own the recurring-care chain for persistent illnesses: maintenance medicines, patient monitoring, pharmacy fulfillment and health coverage. This differs from a drug-pipeline basket by pairing treatment manufacturers with businesses that manage ongoing care. With market breadth weak, the appeal now is durable medical need rather than dependence on an infrastructure spending cycle; reimbursement pressure and drug competition remain important risks. Launch basket (equal weight): LLY, ABBV, AMGN, MRK, UNH, DXCM, ABT, CVS, NVO Rules: 1. No inverse, leveraged or volatility ETFs. 2. Only names tradable at the enrolled brokers (Moomoo): no OTC listings, no dead tickers, nothing on the refused list.


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