Large-cap biopharma is a "key sector to own" right now, according to Credit Suisse — a view we share that is reflected in the composition of our new 10 core-holdings list . At the Club's "Monthly Meeting" on Thursday, we designated Eli Lilly and Johnson & Johnson as core holdings — a classification reserved for companies that are top operators in their industry with strong track records of creating shareholder value, among other characteristics.
A box of the drug trulicity, made by Eli Lilly Pharmaceutical, sits on a counter at a pharmacy in Provo, Utah, January 9, 2020.Large-cap biopharma is a "key sector to own" right now, according to Credit Suisse — a view we share that is reflected in the composition of our
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