Tag Archives: (JNJ)

Biotech Letter

The Anti-Biotech Biotech

Posted on by april@madhedgefundtrader.com

I was grabbing coffee with my old Marine buddy Mike last week when he asked me about biotech stocks. “John,” he said, “every time I buy one of these pharmaceutical companies, it’s like stepping on an IED. What am I missing?” I laughed because Mike’s not wrong. The biotech sector has been a graveyard for […]

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Biotech Letter

My Drill Sergeant’s Guide To Dividend Discipline

Posted on by april@madhedgefundtrader.com

I’m looking at Johnson & Johnson’s (JNJ) latest quarterly numbers from my Lake Tahoe office, and I keep thinking about something my drill sergeant used to say in boot camp: “The best soldiers are the ones nobody notices until the shooting starts.” JNJ is that soldier right now. While everyone’s losing their minds over the […]

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Biotech Letter

This Biotech Isn’t Dead Yet. It’s Just Getting Its Second Wind

Posted on by april@madhedgefundtrader.com

Let me let you in on a little Wall Street secret: Merck & Co. (MRK) is having what my grandmother used to call “a spell,” and it’s not the kind that ends with Mai Tais on a cruise ship. Down 18% year-to-date, Merck’s been standing quietly in the corner like the designated driver at an […]

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Biotech Letter

The Art Of War, Immunology Edition

Posted on by april@madhedgefundtrader.com

Last month, as I pored over pharma earnings with a strong espresso and a stronger sense of deja vu, I was reminded why I swapped the lab coat for a Bloomberg terminal four decades ago. Markets may not speak Latin, but they sure know how to butcher nuance. And AbbVie (ABBV), dear readers, is a […]

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Biotech Letter

Shaken, Not Stirred

Posted on by april@madhedgefundtrader.com

Did you know the antibody behind Johnson & Johnson’s (JNJ) blockbuster cancer drug Darzalex was actually developed by a small Danish biotech most investors have never heard of? That biotech is Genmab (GMAB), and they’re like the secret agent of the biotech world — operating in the shadows while their technology powers some of the […]

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