“

Monday: book at +7.6 percent, every name green except MDGL flat. The compounders are doing exactly what the right tail does: TEM +21, NTRA +20.5, TWST +20.5, GH +18, MRNA +18. No trims. The 12 percent per-name cap holds; VRTX at 10.7 is the highest, room to run. Diversified by necessity, anchored by Casgevy commercial revenue, paid by the platform names finally re-rating. No new entries either, the basket already covers every tradeable tier on this platform.

”