Mad Hedge Biotech and Healthcare Letter May 1, 2025 Fiat Lux Featured Trade: (TELEHEALTH’S NEW WEIGHT CLASS) (HIMS), (NVO)
Category Archives: Biotech Letter
Clinging to Mount Everest at 20,000 feet, fingers numb and oxygen tank hissing like an annoyed cobra, I had an epiphany that would later serve me well on Wall Street: the most promising paths aren’t always the obvious ones — they’re the routes that quietly keep you alive while everyone else is busy with their […]
Mad Hedge Biotech and Healthcare Letter April 29, 2025 Fiat Lux Featured Trade: (BIOTECH’S AWKWARD MIDDLE CHILD) (GILD), (VRTX), (AMGN), (BMY)
Well, folks, I’ve been trading biotech stocks since before most of today’s analysts had their first internships. After countless dinners with pharma execs and more investor conferences than I care to remember, there’s one thing I’ve learned about this sector – these stocks are a lot like the experimental drugs themselves: sometimes miraculous, sometimes disappointing, […]
Mad Hedge Biotech and Healthcare Letter April 24, 2025 Fiat Lux Featured Trade: (DIVIDEND HUNTING IN BEAR COUNTRY) (BMY)
One stock in the pharmaceutical sector has been calling to me lately like a siren song amid market turbulence. I’m talking about Bristol-Myers Squibb Co. (BMY), which has taken a beating in the March-April selloff but is dangling a forward estimated 5% dividend yield while generating a whopping 14% annual free cash flow — tops […]
Mad Hedge Biotech and Healthcare Letter April 22, 2025 Fiat Lux Featured Trade: (NO MORE TEARS) (JNJ)
Remember when your mom told you to eat your vegetables? “They’re boring but good for you,” she’d insist while you eyed that chocolate cake across the room. Well, in today’s market, Johnson & Johnson (JNJ) is that plate of nutritious broccoli – not the sexiest option on the table, but exactly what your financial diet […]
Mad Hedge Biotech and Healthcare Letter April 17, 2025 Fiat Lux Featured Trade: (THIS BIG PHARMA’S GRAND DIVORCE SHOWS PROMISE) (NVS), (SDZNY), (MRK), (RHHBY)
While most corporate breakups end with shareholders reaching for antacids, Novartis (NVS) investors are popping champagne instead. The Swiss pharmaceutical giant’s 2023 divorce from its generics business Sandoz (SDZNY) has transformed the company from a pharmaceutical conglomerate into a focused innovation machine – and the numbers would make even the most jaded among us whistle […]