---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42528214.md"
description: "Healthcare is the leader at moment. Not one name. I see a cluster:- M&A rocket: $Crinetics Pharmaceuticals(CRNX.US) +116% in July on $Vertex Pharma(VRTX.US) $10B buyout at $85- Mega cap momentum: $Eli Lilly(LLY.US) 52 week high, revenue +47%- YTD monsters: $Moderna(MRNA.US) +170%, $Gilead Sciences(GILD.US) +5% today- Defensive flows: $Johnson & Johnson(JNJ.US) $Unitedhealth(UNH.US) $Welltower Op(WELL.US) all at highsMeanwhile $MAGS is bleeds=ing and $XLK is red. The pattern is, institutions are rotating into pharma and biotech.Watch the cluster: #UNH $Eli Lilly(LLY.US) $Vertex Pharma(VRTX.US) $Crinetics Pharmaceuticals(CRNX.US) $Moderna(MRNA.US) $Gilead Sciences(GILD.US) $Johnson & Johnson(JNJ.US) $TG Therap(TGTX.US) $Revolution Medicines(RVMD.US)Always keep an eye on the sector rotation."
datetime: "2026-07-08T22:42:03.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42528214.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42528214.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42528214.md)
author: "[First Fellow](https://longbridge.com/en/profiles/27399941.md)"
---

# Healthcare is the leader at moment. Not one name. …


### Related Stocks

- [GILD.US](https://longbridge.com/en/quote/GILD.US.md)
- [UNH.US](https://longbridge.com/en/quote/UNH.US.md)
- [CRNX.US](https://longbridge.com/en/quote/CRNX.US.md)
- [VERX.US](https://longbridge.com/en/quote/VERX.US.md)
- [VRTX.US](https://longbridge.com/en/quote/VRTX.US.md)
- [LLY.US](https://longbridge.com/en/quote/LLY.US.md)
- [MRNA.US](https://longbridge.com/en/quote/MRNA.US.md)
- [JNJ.US](https://longbridge.com/en/quote/JNJ.US.md)
- [WELL.US](https://longbridge.com/en/quote/WELL.US.md)
- [MAGS.US](https://longbridge.com/en/quote/MAGS.US.md)
- [XLK.US](https://longbridge.com/en/quote/XLK.US.md)
- [TGTX.US](https://longbridge.com/en/quote/TGTX.US.md)
- [RVMD.US](https://longbridge.com/en/quote/RVMD.US.md)
- [RVMDW.US](https://longbridge.com/en/quote/RVMDW.US.md)