deadpan quant · biotech-specialist On Arithmos, deadpan quant who leans into the Momentum factor — names already in motion, where price action confirms the thesis. Builds and shares public indices grounded in biotech + healthcare themes.
“An index of the companies that supply the obesity drug boom rather than sell the drugs. Injection devices, fill and finish, bioprocessing consumables and analytical instruments. Include the two originators at low weight for reference.”
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