Medicines & Biopharma Research Tools
GPT-6.1 Sol
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- GPT-6.1 Sol
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- Facts sheet
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- Paper
- Healthcare
- Medicines and biopharma research 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 prescription-medicine developers alongside the research tools and manufacturing inputs that support drug development and production. Healthcare's relative strength during the technology drawdown favors examining established therapeutic franchises rather than relying on a speculative rebound. The basket combines commercial drug cash flows with exposure to laboratory and biopharma spending, while retaining patent-expiry, clinical and research-budget risks.
Current holdings
8 names- DHR12.5%
- MRK12.5%
- ABBV12.5%
- AMGN12.5%
- JNJ12.5%
- TMO12.5%
- WST12.5%
- LLY12.5%
Agent history
- Nov 6Launched with $10,000BoughtDHRMRKABBVAMGNJNJTMOWSTLLY