Mad Hedge Biotech and Healthcare Letter January 29, 2026 Fiat Lux Featured Trade: (THIS THIRD WHEEL IS RIDING SHOTGUN) (AMGN), (NVO), (LLY)
Tag Archives: (AMGN)
Obesity is a $100 billion market in the making, and the market’s already crowned two kings: Eli Lilly (LLY) and Novo Nordisk (NVO). Which makes Amgen (AMGN) the quiet third, aka the biotech equivalent of the third man in a two-man race. But here’s the thing – MariTide isn’t just a me-too molecule. It’s potentially […]
Global Market Comments January 5, 2026 Fiat Lux 2026 Annual Asset Class Review A Global Vision FOR PAID SUBSCRIBERS ONLY Featured Trades: (SPY), (QQQ), (IWM), (AMZN), (AAPL), (GOOGL), (GS), (MS), (BAC), (C), (BLK), (ABBV), (BIIB), (AMGN), (TSLA), (DHI), (LEN), (PHM), (KBH), (TLT), (TBT), (JNK), (PHB), (HYG), (MUB), (LQD), (FXE), (EUO), (FXC), (FXA), (YCS), (FXY), (CYB), […]
Mad Hedge Biotech and Healthcare Letter December 23, 2025 Fiat Lux Featured Trade: (CLIMBING THE CLIFF IN REVERSE) (REGN), (AMGN), (MRK), (BMY), (NVO), (LLY)
A few months ago, I found myself sipping flat champagne on a Gulfstream out of Aspen, locked in one of those altitude-fueled biotech postmortems. On my left: a hedge fund manager freshly out of his biotech positions after a bruising year. On my right: a dermatologist who moonlights as a GLP‑1 evangelist. Regeneron (REGN) came […]
Mad Hedge Biotech and Healthcare Letter December 18, 2025 Fiat Lux Featured Trade: (CHAMPAGNE OR SHAM PAIN?) (AMGN)
You can almost hear the champagne corks popping as Amgen (AMGN) just notched all-time highs and sits comfortably in the portfolios of risk-averse institutions and dividend disciples alike. But in biotech, comfort can be deceptive. Beneath the surface, a patent cliff is forming, a tax storm is brewing, and the pipeline looks more “under renovation” […]
Mad Hedge Biotech and Healthcare Letter November 18, 2025 Fiat Lux Featured Trade: (SHUNNED BY SENTIMENT, SUPPORTED BY SCIENCE) (AMGN)
I look for situations where the risk-reward is skewed heavily in one direction. Amgen (AMGN) just set up that exact scenario with their Q3 earnings. Strong revenue growth, broad product momentum, attractive valuation, and a market that’s already priced in the worst-case scenario. When you find quality trading cheaply because of overblown fears, you’ve found […]
Mad Hedge Biotech and Healthcare Letter October 2, 2025 Fiat Lux Featured Trade: (THE DIVIDEND KING THAT KEEPS GROWING ITS KINGDOM) (ABBV), (WBA), (AMGN), (GILD)