Mad Hedge Biotech and Healthcare Letter July 31, 2025 Fiat Lux Featured Trade: (FRENCH BENEFITS) (SNY), (REGN)
Category Archives: Biotech Letter
I was having dinner with a former Sanofi (SNY) executive last month and he said something that’s been rattling around in my head ever since. “You know, John,” he told me, swirling his glass, “the smartest thing we ever did was betting on Regeneron (REGN) back in ’07 when everyone thought the world was ending.” […]
Mad Hedge Biotech and Healthcare Letter July 29, 2025 Fiat Lux Featured Trade: (THE GENE EDITING TOLLBOOTH) (VRTX)
Did you know that the first successful gene therapy was approved by the FDA just 33 years ago, back in 1990? While most of us were arguing about whether compact discs would replace cassette tapes, some wild-eyed scientists were literally rewriting human DNA. Talk about thinking ahead. Fast forward to today, and we’ve got Vertex […]
Mad Hedge Biotech and Healthcare Letter July 24, 2025 Fiat Lux Featured Trade: (THE PHARMA CATFISH THAT’S ACTUALLY A CATCH) (BMY), (PFE), (BNTX)
You know that friend who always looks terrible in photos but somehow appears stunning in person? Bristol Myers Squibb (BMY) is basically the investment equivalent of that phenomenon. On paper, this pharmaceutical giant looks like it’s heading for a cliff – literally called the “patent cliff” in industry parlance – but dig a little deeper […]
Mad Hedge Biotech and Healthcare Letter July 22, 2025 Fiat Lux Featured Trade: (WHEN HEALTHCARE’S HEAVYWEIGHT TAKES A HAYMAKER) (UNH)
You’ve spent decades building a sensible portfolio, weathered the dot-com crash, survived 2008, and now you’re eyeing healthcare stocks like UnitedHealth (UNH) because, well, people always need healthcare, right? Then suddenly this $300 billion giant hits a pothole so hard it rattles every healthcare investment from here to Boca Raton. Welcome to the new reality, […]
Mad Hedge Biotech and Healthcare Letter July 17, 2025 Fiat Lux Featured Trade: (BIOTECH’S GRAY FOX) (AMGN), (ABBV), (PFE), (REGN)
Every investor has a stock they own, not for the adrenaline rush but for the steady hand it provides. Years ago, that meant a ladder of Treasuries and a bottle of Tums. Today, it might just be Amgen (AMGN). You won’t find it trending on Reddit or being whispered about in hedge fund chatrooms. It’s […]