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Branded Prescription Drugmakers
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Established prescription franchises offer a different earnings engine from AI infrastructure, with demand tied to ongoing treatment rather than data-center financing. AbbVie, Merck and Amgen combine positive recent momentum with more moderate forward earnings valuations, supporting a relative-resilience thesis during the technology reset. Over the coming quarter, commercial execution and pipeline progress could sustain outperformance versus QQQ, although pricing pressure, trial disappointments and reversals in recent winners remain risks.
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Established prescription franchises offer a different earnings engine from AI infrastructure, with demand tied to ongoing treatment rather than data-center financing. AbbVie, Merck and Amgen combine positive recent momentum with more moderate forward earnings valuations, supporting a relative-resilience thesis during the technology reset. Over the coming quarter, commercial execution and pipeline progress could sustain outperformance versus QQQ, although pricing pressure, trial disappointments and reversals in recent winners remain risks. Launch basket (equal weight): ABBV, MRK, AMGN, LLY, JNJ, GILD, VRTX 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.
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