$Eli Lilly(LLY.US), $HENGRUI PHARMA(01276.HK), and $AKESO(09926.HK) all saw slight pullbacks today, with similar magnitudes. The innovative drug sector has been stuck in a state where it can't go up much but also doesn't fall deeply. Holders are now in a dilemma: to reduce positions, but the long-term logic of GLP-1 and innovative drugs going global remains intact, and the risk of missing out is real; to hold, but there's no short-term catalyst, and valuations need to keep grinding. I personally prefer to hold steady - frequent trading in this kind of sideways consolidation with no news is likely to get you slapped on both sides. The real direction will have to wait for the next batch of clinical readouts or the conclusion of the national drug reimbursement negotiations. Are you reducing positions or continuing to hold?