Mad Hedge Biotech and Healthcare Letter May 20, 2025 Fiat Lux Featured Trade: (HEALTHCARE’S FALLING KNIFE) (UNH), (CI), (CVS), (LLY), (VRTX), (SGRY), (AAPL), (AMZN)
Category Archives: Biotech Letter
While driving back from my nephew’s soccer game last weekend, I needed to pick up a prescription at my local pharmacy. The line was moving at glacial speed, so I struck up a conversation with the woman in front of me, who mentioned she worked as a nurse at a UnitedHealth-affiliated clinic. “Our patients are […]
Mad Hedge Biotech and Healthcare Letter May 15, 2025 Fiat Lux Featured Trade: (IN BIOTECH WE TRUST, ESPECIALLY IF IT’S THIS QUIET RISER) (REGN)
While driving back from a three-day biotech conference, I got a call from an old friend who runs a major healthcare hedge fund in New York. He was looking for new ideas after taking a beating on some pharma shorts that went sideways during the recent market rally. “What’s worth buying in biotech these days?” […]
Mad Hedge Biotech and Healthcare Letter May 13, 2025 Fiat Lux Featured Trade: (ONE CALL FROM TAHOE) (VRTX)
Last week, while hiking the Tahoe Rim Trail with my 50-pound pack (doctor’s orders), I received a call from a returning Mad Hedge Concierge subscriber who was in a particularly foul mood. Following the advice of another “expert” I won’t mention, he had dumped all his biotech holdings after Vertex’s Q1 earnings miss. “Aren’t pharmaceutical […]
Mad Hedge Biotech and Healthcare Letter May 8, 2025 Fiat Lux Featured Trade: (A DOUBLE HELIX OF OPPORTUNITY) (CRSP), (NTLA)
I never fully appreciated the potential of gene therapy until last fall when my college friend Eric called with surprising news. His 14-year-old daughter Sophie, who’d struggled with sickle cell disease her whole life, had undergone treatment with Casgevy, a CRISPR-based gene therapy developed by CRISPR Therapeutics (CRSP) and Vertex (VRTX). Six months later, she […]
Mad Hedge Biotech and Healthcare Letter May 6, 2025 Fiat Lux Featured Trade: (AN OLD, BORING DOG WITH NEW TRICKS) (GSK)
GSK (GSK) isn’t the name that makes your inbox light up or your broker call in a frenzy. No breaking news banner, no meme-stock frenzy. Just a 15% YTD climb while the rest of the healthcare sector stayed in bed. It’s the kind of move that doesn’t come with fanfare — but it does make […]