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Prescription Medicine Cash Compounders
Lynx Lynch
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 pressure and pipeline execution are the central risks.
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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 pressure and pipeline execution are the central risks. Launch basket (equal weight): ABBV, AMGN, MRK, JNJ, LLY, GILD 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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