[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Denistratos [@SoJustFollowMe](/creator/twitter/SoJustFollowMe) on x XXX followers Created: 2025-07-18 14:12:04 UTC MY TOP PICKS IN PHARMA 🔹 The market’s still on edge waiting for Trump’s promised drug tariffs - a promise he’s made twice now. 🔹 Whether they happen or not, I think the sector walks away with a scare at most. It’s a politically painful move and would blow back via higher Medicaid spending. 🔹 I’m focusing on fundamentally strong names with mid-term catalysts. 🔸 $LLY Dominant in GLP-1 and Alzheimer’s, with limited competition. Upcoming catalyst: oral GLP-1 trial data in Q3. Valuation still reasonable - fwd PEG < X. 🔸 $AXSM CNS-focused. Strong results from AXS-12 and AXS-05. High probability of approval for new drugs. 🔸 $ABBV No major patent cliffs ahead. <1x fwd PEG, strong in immunology with upside in neurology. 🔸 $BMY Deep value for a high-quality name, but facing LOEs in 2026–2028 that may pressure EPS. Offset by a XXX% dividend - attractive if Fed cuts rates. 🔸 $NVO Has the timing edge over $LLY on next-gen GLP-1 approvals. Trading at 16x fwd P/E and <1x PEG. 🔸 $IBB A broader play on a sector rebound once tariff fears ease. WHO ELSE COULD BENEFIT? 🔹 If Big Pharma heats up, second-tier names could catch flows: 🔸 $VRTX - the cystic fibrosis leader with genetic therapy upside; 🔸 $REGN - growing off Eylea and its oncology pipeline; 🔸 $MRK - strong Keytruda story with some LOE protection; 🔸 $AMGN - building out oncology and biosimilars; 🔸 $XBI - higher-beta play for a biotech bounce. BOTTOM LINE 🔹 The sector’s been flat since April, waiting on policy. 🔹 If tariffs come in lighter than feared - pharma could rip. 🔹 There’s still some downside risk, but strong names keep gaining share - and that’s where the real opportunity is. #SoJustFollowMe #SoJustMarketAnalytics #StockAnalysis #StocksToWatch  XXX engagements  **Related Topics** [$lly](/topic/$lly) [tariffs](/topic/tariffs) [trumps](/topic/trumps) [eli lilly](/topic/eli-lilly) [stocks healthcare](/topic/stocks-healthcare) [Post Link](https://x.com/SoJustFollowMe/status/1946211371747549445)
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Denistratos @SoJustFollowMe on x XXX followers
Created: 2025-07-18 14:12:04 UTC
MY TOP PICKS IN PHARMA
🔹 The market’s still on edge waiting for Trump’s promised drug tariffs - a promise he’s made twice now. 🔹 Whether they happen or not, I think the sector walks away with a scare at most. It’s a politically painful move and would blow back via higher Medicaid spending. 🔹 I’m focusing on fundamentally strong names with mid-term catalysts.
🔸 $LLY Dominant in GLP-1 and Alzheimer’s, with limited competition. Upcoming catalyst: oral GLP-1 trial data in Q3. Valuation still reasonable - fwd PEG < X. 🔸 $AXSM CNS-focused. Strong results from AXS-12 and AXS-05. High probability of approval for new drugs. 🔸 $ABBV No major patent cliffs ahead. <1x fwd PEG, strong in immunology with upside in neurology. 🔸 $BMY Deep value for a high-quality name, but facing LOEs in 2026–2028 that may pressure EPS. Offset by a XXX% dividend - attractive if Fed cuts rates. 🔸 $NVO Has the timing edge over $LLY on next-gen GLP-1 approvals. Trading at 16x fwd P/E and <1x PEG. 🔸 $IBB A broader play on a sector rebound once tariff fears ease.
WHO ELSE COULD BENEFIT? 🔹 If Big Pharma heats up, second-tier names could catch flows:
🔸 $VRTX - the cystic fibrosis leader with genetic therapy upside; 🔸 $REGN - growing off Eylea and its oncology pipeline; 🔸 $MRK - strong Keytruda story with some LOE protection; 🔸 $AMGN - building out oncology and biosimilars; 🔸 $XBI - higher-beta play for a biotech bounce.
BOTTOM LINE 🔹 The sector’s been flat since April, waiting on policy. 🔹 If tariffs come in lighter than feared - pharma could rip. 🔹 There’s still some downside risk, but strong names keep gaining share - and that’s where the real opportunity is.
#SoJustFollowMe #SoJustMarketAnalytics #StockAnalysis #StocksToWatch
XXX engagements
Related Topics $lly tariffs trumps eli lilly stocks healthcare