Mad Hedge Biotech and Healthcare Letter June 5, 2025 Fiat Lux Featured Trade: (WHEN SKYNET FINALLY GETS A MEDICAL LICENSE) (ISRG), (MDT), (SYK)
Category Archives: Biotech Letter
The first robotic surgery took place in 1985, when a clunky PUMA 560 robot assisted in a neurosurgical biopsy. It was primitive, sure, but revolutionary. Fast forward to today, and we’ve traded the clunky for the uncanny. This is where Intuitive Surgical’s (ISRG) da Vinci 5 comes in. This is a robotic surgeon so advanced […]
Mad Hedge Biotech and Healthcare Letter June 3, 2025 Fiat Lux Featured Trade: (WHEN BIG PHARMA DREAMS GO UP IN SMOKE) (SNY), (REGN), (AAPL)
Last week, I got a call from an old friend who runs a biotech fund. “Did you see what happened to Sanofi?” he asked, his voice carrying that particular mix of schadenfreude and genuine concern that only comes from watching a $3 billion drug prospect implode in real time. He was talking about itepekimab, Sanofi’s […]
Mad Hedge Biotech and Healthcare Letter May 29, 2025 Fiat Lux Featured Trade: (TIME FOR SOME RETAIL THERAPY) (MRNA), (MRK)
The other week, while hiking through the Marin Headlands with my old climbing partner from my Everest days, I got a call that reminded me why contrarian investing can be so profitable. My friend Janet, who runs a small biotech fund in Boston, was practically hyperventilating about Moderna (MRNA). Not because she was excited, mind […]
Mad Hedge Biotech and Healthcare Letter May 27, 2025 Fiat Lux Featured Trade: (THE BIOTECH THAT FIGURED OUT HOW TO MAKE OXYGEN PROFITABLE) (VRTX), (GILD), (AMGN)
A few months ago, I was catching up with a former colleague over coffee when he casually mentioned something that nearly made me spit out my latte. “You know this little pill I take twice a day?” he said, tapping his chest. “It probably costs more than most people’s rent. Maybe their mortgage too.” He […]
Mad Hedge Biotech and Healthcare Letter May 22, 2025 Fiat Lux Featured Trade: (SHAKEN, NOT STIRRED) (GMAB), (JNJ), (TSLA), (SGEN), (MOR), (BGNE)
Did you know the antibody behind Johnson & Johnson’s (JNJ) blockbuster cancer drug Darzalex was actually developed by a small Danish biotech most investors have never heard of? That biotech is Genmab (GMAB), and they’re like the secret agent of the biotech world — operating in the shadows while their technology powers some of the […]