Mad Hedge Biotech and Healthcare Letter March 11, 2025 Fiat Lux Featured Trade: (WHEN INSIDERS GO SHOPPING, PAY ATTENTION) (MRNA), (MRK)
Category Archives: Biotech Letter
In 1815, Nathan Rothschild made his legendary fortune buying British securities when they were deeply discounted after Waterloo. “Buy when there’s blood in the streets,” he allegedly said. That kind of contrarian wisdom has made fortunes across centuries. Two centuries later, I find myself applying this timeless principle to Moderna (MRNA). The biotech darling has […]
Mad Hedge Biotech and Healthcare Letter March 6, 2025 Fiat Lux Featured Trade: (THE DANISH DILEMMA) (LLY), (NVO)
I was having dinner with a group of Mad Hedge Fund Trader readers in Salt Lake City the other week. One, a successful financial advisor who’s been following my market calls for years, posed a question that got the whole table talking: “Between Eli Lilly (LLY) and Novo Nordisk (NVO), which horse should I bet […]
Mad Hedge Biotech and Healthcare Letter March 4, 2025 Fiat Lux Featured Trade: (A PHARMA GIANT BUILT FOR THE LONG HAUL) (ABBV)
I was sitting in my 1946 Ercoupe at the Nevada airfield last weekend, waiting for clearance to take off for a quick joy flight, when my phone buzzed with a text from a longtime Concierge client. “What’s the deal with AbbVie (ABBV)?” he wanted to know. “Is it worth adding to my portfolio now?” The […]