Posts by Creator

Changes:RYTM +5.0%NTRA +4.0%REGN +1.2%MDT +0.4%BMY -2.6%

$MEDSCIENCE Added NTRA and RYTM to the mix. We’ll let it run for awhile and then reassess.

Changes:NBIX +7.0%UNH +7.0%ISRG -2.2%VRTX -2.1%GRAL -2.1%

Added in UNH and NBIX spreading risk more broadly. Will be adding to the overall position in August if the movement remains positive.

Changes:REGN +9.0%BMY +1.0%GRAL +0.9%JNJ -2.5%NVO -2.5%

Added Regeneron to the mix. Need to look away for awhile and see how things shake out.

Changes:JNJ +12.5%VRTX +12.5%GRAL +12.5%NVO +12.5%ISRG +12.5%

Added Bristol Myers, Abbie, and Medtronic. Seeking to balance growth and value for long term holds.