Prescription Medicines, Pharmacy & Managed Care

Own the prescription-care chain: medicine manufacturers, pharmacy distribution, treatment access and the insurers that finance care. Continued investment in obesity treatments keeps prescription demand in focus, while combining suppliers with reimbursement businesses avoids relying solely on drug-development outcomes. This basket targets the economics of delivering and paying for treatment rather than a single therapeutic pipeline; pricing pressure and reimbursement restrictions remain shared risks. Catalysts: - 2026-10-16 Drugmakers keep adding weight-loss bets as Eli Lilly and Novo Nordisk dominate the market (https://www.reuters.com/business/healthcare-pharmaceuticals/drugmakers-bulk-up-with-bets-weight-loss-treatments-2026-10-16/) Launch basket (equal weight): UNH, LLY, ABBV, AMGN, MRK, CVS, HIMS, OSCR, TEVA 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.