Mad Hedge Biotech and Healthcare Letter January 22, 2026 Fiat Lux Featured Trade: (THE HIGH COST OF BEING FIRST) (NVO), (LLY)
Tag Archives: (GH)
Mad Hedge Biotech and Healthcare Letter January 20, 2026 Fiat Lux Featured Trade: (FRONT-RUNNING FROM THE REAR) (GH)
Mad Hedge Biotech and Healthcare Letter November 6, 2025 Fiat Lux Featured Trade: (BLOOD SIMPLE) (GH)
At a biotech conference in San Francisco a few years ago, I found myself seated next to a young, eager analyst from a mid-tier hedge fund. He asked me if I thought liquid biopsy was “a real thing” or just another Silicon Valley mirage. I told him to watch Guardant Health (GH). If they cracked […]
Mad Hedge Biotech and Healthcare Letter June 24, 2025 Fiat Lux Featured Trade: (PRESS 1 FOR ENGLISH, PRESS 2 FOR ROBOT SURGERY) (GH), (ILMN), (ISRG), (SYK), (VRTX), (EXAS), (NTRA), (PHG), (TEM)
Let me set the scene. You’re stuck in a doctor’s waiting room that still smells like the Clinton administration, flipping through a Time magazine featuring the rise of the iPhone 6 (because apparently time stopped in medical offices). Then a robot wheels by carrying a tray of someone else’s blood samples. Your doctor, meanwhile, is […]