
This wave in biopharma is really a battle of the titans. $Moderna(MRNA.US) suddenly surged +6%, $Xenon Pharma(XENE.US) went straight to the moon, almost +50%. This kind of market action makes someone like me, who stubbornly holds onto big blue chips like Pfizer, feel a bit sour 😰. Now holding $Eli Lilly(LLY.US) is somewhat comforting, at least I'm not on the wrong side. I'm really afraid of these policy/trial-driven sectors like tech and pharma; missing out would make me part of the "archaeology team". $Intuitive Surgical(ISRG.US), although uneventful, still has solid fundamentals. I just wanted to hold stocks passively, but my mindset is getting more and more sensitive due to these fluctuations 😂. Whether it's vaccines or weight-loss wonder drugs, I don't dare to fully believe in them. I can only grab a handful and leave the rest to fate.
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