Vertex Pharma

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 highs

Meanwhile $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.