Mad Hedge Biotech and Healthcare Letter January 15, 2026 Fiat Lux Featured Trade: (PROGRESS LIKE CLOCKWORK) (GILD), (RHHBY), (JNJ), (ACLX)
Tag Archives: (ACLX)
Back in 2016, I told a hedge fund crowd in Tokyo that Gilead (GILD) was the biotech equivalent of a Seiko Spring Drive. Quietly brilliant, ruthlessly precise, engineered to perform for decades without needing applause. A few chuckled. Then Biktarvy happened. Now Yeztugo is here, and those same folks are calling me for dinner reservations […]