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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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Last RebalanceJan 23, 2026

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Changes:KYTX +4.0%LLY +1.4%AZN +0.8%ABBV +0.7%DGX +0.5%

$SKIN2WIN Adding a small position in Kyverna Therapeutics. They are one of the big players studying CAR-T therapy for autoimmune diseases with a promising pipeline. CAR-T has the potential to cure specific B-cell mediated autoimmune diseases when other therapies have failed. I will als add Cabaletta Bio when it becomes available. Many investors view them as direct competitors but if the lessons we learned from CAR-T approvals in lymphoma are any guide, $CABA and $KYTX might ultimately pursue non-overlapping indications.

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