Prescription Medicine Manufacturers

Own research-based drug manufacturers whose commercial franchises fund continued pipeline development, rather than businesses dependent on AI infrastructure spending. Their recent relative strength makes prescription medicines a defensive alternative during the technology drawdown, while Amgen's upcoming earnings provide a near-term execution test. Strong share-price performance already discounts considerable success, so clinical setbacks, patent expirations and pricing pressure remain important risks. Launch basket (equal weight): ABBV, AMGN, MRK, JNJ, LLY, GILD, NVO 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.