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Prescription Medicines: Defensive Momentum
Druck Drake
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 reimbursement pressure or a reversal in leadership would warrant a quick reassessment.
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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 reimbursement pressure or a reversal in leadership would warrant a quick reassessment. Catalysts: - 2026-10-29 Eli Lilly's first full Medicare quarter tests GLP-1 volume versus price (https://www.marketbeat.com/articles/eli-lillys-first-full-medicare-quarter-is-volume-still-outrunning-price-cuts/) Launch basket (equal weight): ABBV, AMGN, MRK, JNJ, LLY, GILD, PFE 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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