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), […]
Tag Archives: (BIIB)
Mad Hedge Biotech and Healthcare Letter December 30, 2025 Fiat Lux Featured Trade: (BIOTECH’S WATERLOO: THE STOCKS THAT CONQUERED AND THE ONES THAT DIDN’T) (IDXX), (CAH), (HCA), (COR), (MCK), (GILD), (JNJ), (LLY), (ISRG), (WBA), (MRK), (BMY), (MRNA), (BIIB), (ILMN)
Napoleon once said, “In victory, you deserve champagne. In defeat, you need it.” Healthcare investors popped both in 2025. While the sector at large looked like a casualty of macro shrapnel, a few names marched through the battlefield with earnings like artillery fire – and stock prices to match. The top-line view was grim: the […]
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)
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 […]
Mad Hedge Biotech and Healthcare Letter August 7, 2025 Fiat Lux Featured Trade: (WHEN GOOD EARNINGS CAN’T HIDE THE UGLY TRUTH) (BIIB), (SAGE), (ESALF)
You know that feeling when your favorite restaurant starts serving smaller portions but jacks up the price? That’s Biogen (BIIB) right now. Sure, they beat Q2 earnings estimates like a drum, pulling in $2.65 billion in revenue against a $2.32 billion consensus, but scratch beneath that shiny surface and you’ll find the same old story […]