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Skin In The Game

About Skin In The Game

Mixture of pharma stocks heavily involved in the dermatology space, picked by a dermatologist. We will also explore consumer staples and diagnostic laboratories leading the way in over-the-counter products or DTC testing. Dont expect daily, weekly or even monthly changes, real science that pays the bills is slow. Essentially we are trying to capitalize on everyone’s obsession with skin these days; a global trend that shows no sign of stopping.

About the Creator

Dual-boarded dermatologist and internist. Clinical Associate Professor. Pharma wonk.

I am an actively practicing dermatologist with extensive experience in complex medical dermatology. Staying on top of research allows me to deliver cutting-edge care and has the added benefit of keeping me engaged with the market. There’s a reason the skincare aisle is so big at your local drug store and the menu of prescription medications for dermatological issues continues to grow as well. Let me be your guide to capitalizing on it.

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Total Rebalances8
Last RebalanceMay 13, 2026

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Changes:KYMR +4.7%KYTX +2.6%LLY +0.4%ARQT -2.5%AZN -1.9%

$SKIN2WIN Shifting slightly into $KYTX as the CAR-T studies broadly advance. Hopefully continued upside as things approach regulatory submission. Also adding $KYMR after the readouts at the American Academy of Dermatology meeting. Definitely a market for an oral non-JAK medication in atopic dermatitis.

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