I originally thought there wouldn't be any surprises with Merck, but they suddenly raised their long-term revenue expectations. If it weren't for today's drop, I might have believed it. Talking about 70 billion in revenue sounds like reading a novel. However, UBS is quite bullish on its oncology line. Is it me who doesn't understand, or what? But today's underperformer is SMMT, which dropped back in one go—13 points is no small matter. After soaring in previous years, now it's all about the new employee incentive operations? Everything feels counterintuitive. I thought Pfizer's acquisition of obesity assets could hold up, but look, it's still dropping. Options volatility led to a bunch of institutions increasing positions, and the rating is back to neutral again... Just when I thought about stabilizing, I hesitated again. This sector is a mess. Moderna is the same—it bounced after favorable meeting guidance, then continued to drop. It's like nothing was done. Who wouldn't get frustrated?