Innate Pharma is added to the list, becoming the fourth healthcare stock in the list for 4Q

We see a lot of opportunities in the Large Cap Pharma universe in 4Q, including with cheap Sanofi and GSK if they are successful with their respective Investor Days. However, we will keep Roche for the quarter as ECTRIMS and the Pharma Day should translate into potential upgrades and good momentum.

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