Mad Hedge Biotech and Healthcare Letter October 16, 2025 Fiat Lux Featured Trade: (THE LAZINESS PREMIUM) (GSK), (AZN), (ABBV), (PFE), (GILD)
Tag Archives: (GSK)
I spent last Tuesday afternoon on a call with a fund manager who runs $3 billion and couldn’t explain to me why his team was avoiding GSK (GSK). Something about HIV competition and patent cliffs and the usual hand-waving you get from analysts who haven’t actually dug into the numbers. I let him finish his […]
Mad Hedge Biotech and Healthcare Letter July 15, 2025 Fiat Lux Featured Trade: (THE BRITISH ARE COMING (BACK)) (GSK), (PFE), (GILD), (SGIOY), (SNY), (HLN)
In a market where biotech usually gets lumped into either “future cure” or “eternal underdog,” GSK (GSK) is carving out a third category: cash-flowing, specialty-driven, and still misunderstood. It’s not the hottest name in oncology. It’s not a dividend aristocrat either. But if you’re looking for where the next rerating in big pharma might come […]
Mad Hedge Biotech and Healthcare Letter May 6, 2025 Fiat Lux Featured Trade: (AN OLD, BORING DOG WITH NEW TRICKS) (GSK)
GSK (GSK) isn’t the name that makes your inbox light up or your broker call in a frenzy. No breaking news banner, no meme-stock frenzy. Just a 15% YTD climb while the rest of the healthcare sector stayed in bed. It’s the kind of move that doesn’t come with fanfare — but it does make […]