More than likely portfolio allocations, locking in 40% gains from HZNP ytd and redeploying monies. Company is solid as a rock, low debt and outperforming products. Don't look for rationality in the stock market - just put your money where it makes sense based on the fundamentals and over time you will most likely be rewarded handsomely. As always do your own DD and make decisions based on your financial situation.