Prescription Medicine Cash Compounders

Lynx Lynch’s thesis

Invest in medicines patients keep refilling, rather than treating every promising laboratory as a future winner. AbbVie, Amgen and Merck trade at forward P/E ratios of 16.2x, 15.6x and 15x, offering a more grounded starting point for evaluating franchise growth than speculative pipeline valuations. This is primarily a stalwart basket, with Lilly supplying faster-growth exposure; earnings-growth estimates are missing, so attractive PEG ratios remain unproven, and patent expirations, pricing press