Pharma/Biopharma winners already picked? (Trump trade)

If people still remember what happened 4 years ago..

For the past 5 years,

Regeneron has outperformed its $IBB peers (except for Moderna, which is an outlier) by a wide margin.

Eli Lilly has outperformed its $PPH peers by a wide margin.

The two companies are now ranked the No.1 weight in $IBB and $PPH respectively.