Mad Hedge Biotech and Healthcare Letter February 17, 2026 Fiat Lux Featured Trade: (A SURVIVOR OF THE GLP-1 MASSACRE) (VKTX), (NVO), (LLY)
Tag Archives: (LLY)
The GLP-1 stock massacre of 2025 was brutal, indiscriminate, and thoroughly predictable. Viking Therapeutics (VKTX) got caught in the crossfire, dropping from its peak alongside every other obesity drug hopeful when the market decided a price war was imminent. I watched the selling cascade through the sector like an avalanche, taking down pre-revenue biotechs and […]
Global Market Comments February 13, 2026 Fiat Lux Featured Trade: (FEBRUARY 11 BIWEEKLY STRATEGY WEBINAR Q&A), (MSFT), (SNOW), (JPM), (KO), (FXE), (FXA), (FXB), (FXC), (TSLA), (GLD), (SLV), (PANW), (PLTR), (LLY)
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Trader Global Strategy Webinar, broadcast from 65 degrees South in Antarctica. Q: I’m concerned about pressure on software standalones in the face of AI domination; are these stocks a buy, or when will we see the bottom? Are they going out of business? A: Some will and some won’t, such is the nature of technology […]
Global Market Comments February 9, 2026 Fiat Lux Featured Trade: (MARKET OUTLOOK FOR THE WEEK AHEAD, or ICEBERGS AHEAD) ($VIX), ($SPX), (AMZN), (KRE), (XLP), (XLI), (IAT), (TAN), (XLK), (HOOD), (MSTR), (COIN), (SLV), (LLY), (SMCI), (UUP), (MSFT), (MSTR)
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It was a nightmare week for traders. An onslaught of deteriorating jobs data prompted a tidal wave of short selling as traders gunned for bigger downside targets. The Volatility Index ($VIX) jumped to $22. The S&P 500 ($SPX) plunged a substantial 150 points, or 2.14%. Then on Friday, that all reversed on an improved consumer […]
Mad Hedge Biotech and Healthcare Letter February 3, 2026 Fiat Lux Featured Trade: (THE PRICE OF ADMISSION) (LLY), (NVO)
Mad Hedge Biotech and Healthcare Letter January 29, 2026 Fiat Lux Featured Trade: (THIS THIRD WHEEL IS RIDING SHOTGUN) (AMGN), (NVO), (LLY)
Obesity is a $100 billion market in the making, and the market’s already crowned two kings: Eli Lilly (LLY) and Novo Nordisk (NVO). Which makes Amgen (AMGN) the quiet third, aka the biotech equivalent of the third man in a two-man race. But here’s the thing – MariTide isn’t just a me-too molecule. It’s potentially […]
Mad Hedge Biotech and Healthcare Letter January 27, 2026 Fiat Lux Featured Trade: (THE ASPIRIN STANDARD) (REGN), (BAYRY), (RHHBY), (SNY), (NVO), (LLY)