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)
Tag Archives: (ISRG)
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 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 […]
Mad Hedge Biotech and Healthcare Letter June 5, 2025 Fiat Lux Featured Trade: (WHEN SKYNET FINALLY GETS A MEDICAL LICENSE) (ISRG), (MDT), (SYK)
The first robotic surgery took place in 1985, when a clunky PUMA 560 robot assisted in a neurosurgical biopsy. It was primitive, sure, but revolutionary. Fast forward to today, and we’ve traded the clunky for the uncanny. This is where Intuitive Surgical’s (ISRG) da Vinci 5 comes in. This is a robotic surgeon so advanced […]
Mad Hedge Biotech and Healthcare Letter March 18, 2025 Fiat Lux Featured Trade: (WHEN THE MARKET GIVES BACK WHAT IT ONCE TOOK AWAY) (ABT), (ISRG), (SYK), (BSX)
If Wall Street had a confessional booth, I’d be first in line. “Forgive me, market gods, for I underestimated how quickly sentiment could shift.” When I last wrote about Abbott Laboratories (ABT), the market was treating this medical device powerhouse like last week’s leftovers—despite growth that would make most CEOs weep with joy. Fast forward […]