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Changes:LLY +3.1%IRON +2.2%ARQT +2.2%ABBV +1.3%DGX +0.8%

$SKIN2WIN Gonna back out of $SNFY for now. I think their lead atopic derm candidate is too far out to generate meaningful returns. Reallocating to $KYTX and $LLY who I think have a time horizon for leading drug candidates more in line with the portfolio timeline. Did y’all like the pop on $IRON today?

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