Mad Hedge Biotech and Healthcare Letter October 14, 2025 Fiat Lux Featured Trade: (THE BIOTECH GRAVEYARD HAS A SURVIVOR) (BIIB), (VTRS), (AMRX), (SDZNY), (ESAIY), (LLY)
Tag Archives: (LLY)
I spent last weekend with an old friend from my Goldman days, and watching him care for his mother, who’s deep into Alzheimer’s, reminded me why I’ve been tracking Biogen (BIIB) so closely. The disease is brutal, and for the longest time, the investment thesis around Alzheimer’s therapeutics felt more like charity than capitalism. But […]
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)
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 October 7, 2025 Fiat Lux Featured Trade: (WHEN THE LONGSHIP EVERYONE ABANDONED SETS SAIL) (VKTX), (NVO), (LLY)
Let me tell you about the worst day I’ve had watching a biotech stock in years. August 19, 2025. Viking Therapeutics (VKTX) reported its oral VK2735 data, and the stock dropped 40% before I could finish my morning coffee. My phone exploded with panicked messages from people who’d clearly only read the headlines. “High discontinuation […]
Mad Hedge Biotech and Healthcare Letter September 25, 2025 Fiat Lux Featured Trade: (WHY THIS BIOTECH OWNS THE AGING POPULATION TRADE) (AMGN), (NVO), (LLY)
Walking through the oncology ward at Cedars-Sinai last week, I noticed something interesting. The pharmacy techs were wheeling around more Amgen (AMGN) products than I’d seen in months. Repatha for cholesterol management, EVENITY for osteoporosis, and their expanding biosimilars portfolio. It got me thinking about why Wall Street keeps sleeping on this biotech behemoth. It’s […]
Mad Hedge Biotech and Healthcare Letter September 4, 2025 Fiat Lux Featured Trade: (SHEAR GENIUS) (INCY), (NVS), (SNY), (MRK)
Mad Hedge Biotech and Healthcare Letter September 2, 2025 Fiat Lux Featured Trade: (THE 3% DIFFERENCE THAT DOESN’T MATTER) (LLY), (NVO)