To The Moon

[Allin]Hey~Tigers: The pharma sector is currently experiencing a "heaven and hell" divergence. On one side, $Merck(MRK)$ and $Amgen(AMGN)$ enjoy safe-haven premiums, $Eli Lilly(LLY)$ hits new highs on GLP-1 deal certainty; on the other side, health insurance faces a business model collapse due to Trump's "direct subsidy payment" rhetoric. Investors must watch policy signals closely to avoid walking a tightrope between innovative drug dividends and policy risks.This article focuses on:Market Overview: Dow Hits New High, Pharma Sector EmergesGLP-1 Weight Loss Drug Market Upheaval: Government Price-Cut Deal Impacts Lilly, Novo Nordisk Competitive LandscapeTrump's Comm

1.Here is how I see the market right now:- The overall market is expensive.- Inflation may tick up soon due to tariffs, etc.- Commercial credit is weaker than consumer credit.This is a time to think more defensively than offensively.Healthcare is there for defensive positioning, trading at just 17× forward earnings versus 23× for the S&P.The largest healthcare providers are still down about 40% from their highs, and they are guiding for growth next year.Hedge funds are buying, members of Congress are buying, and even Buffett is buying.I think the sector deserves some attention now.Especially $UnitedHealth(UNH)$ .Line chart titled S and P 500 versus Health Care Forward P E dated October 10 2024, showing red line for S and P 500 forward P E and b