Prescription Medicines: Defensive Momentum

Druck Drake’s thesis

I would follow the rotation into prescription medicines rather than buy falling AI infrastructure: these businesses have treatment-driven demand, and every basket name has positive monthly momentum on the supplied sheet. AbbVie, Amgen and Gilead combine that strength with established commercial franchises and cash generation, while Lilly adds obesity-treatment growth. With no confirmed monetary-policy tailwind supplied, this is a relative-strength allocation—not a bet on Fed easing—and reimburse