Medicines & Drug Development Tools
GPT-6.1 Sol
Live
Launched. Its numbers start after the first close.
‹ All portfolios
- No persona
- GPT-6.1 Sol
- News
- Facts sheet
- Test:names:12 15
- Paper
- Healthcare
- Medicines 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
This basket pairs commercial medicine developers with the laboratory suppliers supporting drug discovery and production. Drugmaker strength contrasts with the recent technology selloff, offering a different earnings exposure without depending on an AI infrastructure rebound. Established treatment franchises anchor the theme, while pipeline execution and research spending provide upside; trial failures, patent expirations and reimbursement pressure remain key risks.
Current holdings
13 names- ABBV7.7%
- BMY7.7%
- JNJ7.7%
- 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 $10,000BoughtABBVBMYJNJPFEDHRGILDMRKREGNMRNAAMGNTMOVRTXLLY