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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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