Mad Hedge Biotech and Healthcare Letter October 9, 2025 Fiat Lux Featured Trade: (NO USE CRYING OVER SPILLED GLP-1S) (HIMS), (MRNS), (CRQTX), (TDOC), (NVO), (LLY), (PFE), (IDRSF)
Tag Archives: (HIMS)
I was having drinks last month with my venture capitalist friend Brad, who kept bragging about his “contrarian” bet on telehealth. After his third Negroni, he confessed he’d dumped his entire Hims & Hers (HIMS) position the day the FDA yanked semaglutide off the shortage list. “Lost 42% in a week,” he muttered. “Never touching […]
Mad Hedge Biotech and Healthcare Letter June 12, 2025 Fiat Lux Featured Trade: (HOW TO SELL ONE MOLECULE TWO WAYS AND MAKE BILLIONS) (NVO), (PFE), (HIMS), (LFMD), (CVS), (LLY)
Did you know Novo Nordisk’s (NVO) Ozempic and Wegovy are basically twins separated at birth? Both contain the same molecule — semaglutide — yet Wegovy costs three times more simply because it moonlights as a weight-loss drug instead of a diabetes treatment. That, my friends, is pharmaceutical sorcery so profitable it would make Merlin jealous. […]
Clinging to Mount Everest at 20,000 feet, fingers numb and oxygen tank hissing like an annoyed cobra, I had an epiphany that would later serve me well on Wall Street: the most promising paths aren’t always the obvious ones — they’re the routes that quietly keep you alive while everyone else is busy with their […]
Mad Hedge Biotech and Healthcare Letter March 13, 2025 Fiat Lux Featured Trade: (THE 10,000 DAILY CONSULTATIONS YOU’LL NEVER SEE) (HIMS), (TDOC), (GDRX), (NVO), (LLY)
Did you know that 100 years ago, the average American lifespan was just 54 years? Today, we’re approaching 80. But what’s truly remarkable isn’t just that we’re living longer—it’s that a 36-year-old former Tinder executive named Andrew Dudum is revolutionizing how we access healthcare. His company, Hims & Hers (HIMS), has exploded from a niche […]