Mad Hedge Biotech and Healthcare Letter March 27, 2025 Fiat Lux Featured Trade: (NO SHERPA REQUIRED) (MRK), (BMY)
Category Archives: Biotech Letter
Perched high above the timberline on Colorado’s Mt. Elbert last weekend, I found myself short on oxygen and long on questions—namely, which pharmaceutical heavyweight deserves a spot in my portfolio: Merck (MRK) or Bristol-Myers Squibb (BMY)? At 14,438 feet, the air thins out fast, but the thinking gets clearer. Clarity tends to arrive when your […]
Mad Hedge Biotech and Healthcare Letter March 20, 2025 Fiat Lux Featured Trade: (WHEN SILENCE IS GOLDEN) (ALNY), (PFE)
I was halfway through my morning coffee when my trader buddy in New York called me at some ungodly pre-market hour. He’s one of those Wall Street guys who never sleeps and hasn’t taken a real vacation since the Reagan administration. “So what’s your take on Alnylam?” he barked, not bothering with pleasantries. “Stock’s been […]
Mad Hedge Biotech and Healthcare Letter March 20, 2025 Fiat Lux Featured Trade: (EVEN A PIG COULD MAKE MONEY HERE) (OGN), (MRK), (RHHBY), (BAYRY), (PFE), (AZN)
I was camped out in Kyiv the other month when news of Organon’s (OGN) earnings hit my phone. While Russian drones buzzed overhead, I was studying pharmaceutical balance sheets—talk about surreal. Did I mention I’ve led a strange life? In mid-February, Organon pleasantly surprised me with Q4 2024 results. Hadlima, their biosimilar to Humira, rocketed […]
Mad Hedge Biotech and Healthcare Letter March 18, 2025 Fiat Lux Featured Trade: (WHEN THE MARKET GIVES BACK WHAT IT ONCE TOOK AWAY) (ABT), (ISRG), (SYK), (BSX)
If Wall Street had a confessional booth, I’d be first in line. “Forgive me, market gods, for I underestimated how quickly sentiment could shift.” When I last wrote about Abbott Laboratories (ABT), the market was treating this medical device powerhouse like last week’s leftovers—despite growth that would make most CEOs weep with joy. Fast forward […]
Mad Hedge Biotech and Healthcare Letter March 13, 2025 Fiat Lux Featured Trade: (THE 10,000 DAILY CONSULTATIONS YOU’LL NEVER SEE) (HIMS), (TDOC), (GDRX), (NVO), (LLY)
Did you know that 100 years ago, the average American lifespan was just 54 years? Today, we’re approaching 80. But what’s truly remarkable isn’t just that we’re living longer—it’s that a 36-year-old former Tinder executive named Andrew Dudum is revolutionizing how we access healthcare. His company, Hims & Hers (HIMS), has exploded from a niche […]