“is Eli Lilly still your your number one pick in that space? Oh, yeah. Yeah. Yeah. What Eli Lilly is doing is it's using all this cash flow it's got from the rollout of the semaglutide, the weight loss drugs. It's buying companies. Like I bought a company two weeks ago called Colonia, which is another mechanism for treating cancer.”
No settled horizons yet — outcomes appear at 30/90/365 days.
Risk: max drawdown 4.2%
· volatility 41.1% ann.
· Sharpe-proxy 4.03