Mad Hedge Biotech and Healthcare Letter October 14, 2025 Fiat Lux Featured Trade: (THE BIOTECH GRAVEYARD HAS A SURVIVOR) (BIIB), (VTRS), (AMRX), (SDZNY), (ESAIY), (LLY)
Tag Archives: (AMRX)
I spent last weekend with an old friend from my Goldman days, and watching him care for his mother, who’s deep into Alzheimer’s, reminded me why I’ve been tracking Biogen (BIIB) so closely. The disease is brutal, and for the longest time, the investment thesis around Alzheimer’s therapeutics felt more like charity than capitalism. But […]