Mad Hedge Biotech and Healthcare Letter July 15, 2025 Fiat Lux Featured Trade: (THE BRITISH ARE COMING (BACK)) (GSK), (PFE), (GILD), (SGIOY), (SNY), (HLN)
Category Archives: Biotech Letter
In a market where biotech usually gets lumped into either “future cure” or “eternal underdog,” GSK (GSK) is carving out a third category: cash-flowing, specialty-driven, and still misunderstood. It’s not the hottest name in oncology. It’s not a dividend aristocrat either. But if you’re looking for where the next rerating in big pharma might come […]
Mad Hedge Biotech and Healthcare Letter July 10, 2025 Fiat Lux Featured Trade: (EVERYONE SAW THE PUNCH, NO ONE’S WATCHING THE RECOVERY) (TMO)
Thermo Fisher Scientific (TMO) just took a hit, but don’t mistake that for a knockout. This is a seasoned player, bloodied perhaps, but still very much in the game. The fundamentals are bruised, not broken. And for those who can look past the surface damage, the setup is starting to look unusually compelling. The company […]
Mad Hedge Biotech and Healthcare Letter July 8, 2025 Fiat Lux Featured Trade: (THIS BIOTECH ISN’T DEAD YET. IT’S JUST GETTING ITS SECOND WIND) (MRK), (JNJ), (PFE)
Let me let you in on a little Wall Street secret: Merck & Co. (MRK) is having what my grandmother used to call “a spell,” and it’s not the kind that ends with Mai Tais on a cruise ship. Down 18% year-to-date, Merck’s been standing quietly in the corner like the designated driver at an […]
Mad Hedge Biotech and Healthcare Letter July 3, 2025 Fiat Lux Featured Trade: (STEADY AS SHE COMPOUNDS) (ABT)
My diabetic neighbor Frank swears by his Abbott FreeStyle Libre glucose monitor, checking his blood sugar with the ease of someone scrolling through their phone on a lazy Sunday morning. “No more finger pricks,” he told me over the fence last week, tapping the discreet sensor on his arm like it was a badge of […]
Mad Hedge Biotech and Healthcare Letter July 1, 2025 Fiat Lux Featured Trade: (BOTTOM OF THE NINTH FOR THIS BIOPHARMA) (BMY), (BNTX)
I was at a Yankees game once, bottom of the ninth, crowd roaring, and the pitcher tosses what looks like a meatball right down Broadway. Everyone around me starts groaning. They’re sure it’s a trick pitch, a slider in disguise. But the batter swings anyway and sends it into the cheap seats. That, my friends, […]