Spent some time looking at early year leader PPH 0.00%↑ and its largest components -
LLY 0.00%↑ is the largest and has been on an absolute tear. I’ve added ABBV 0.00%↑ and NVS 0.00%↑ to my watchlist, as they’re coming out of multi-year bases. I’m not quite sure if or how I want to play the space; I’m inclined to see what a pullback does to some of these, notably the sector ETF PPH 0.00%↑ , which bottomed last October and has basically gone straight up. These are names that are worth watching for now.