My dentist called last week to reschedule my cleaning. “Supply chain issues with the numbing gel,” he said apologetically. Funny how even the medical profession struggles with simple logistics these days. This got me thinking about how the simplest innovations often create the biggest disruptions, and how I’ve been around long enough to recognize them […]
Tag Archives: (LLY)
Mad Hedge Biotech and Healthcare Letter August 21, 2025 Fiat Lux Featured Trade: (SLOW AND STEADY WINS) (MRK), (LLY)
Mad Hedge Biotech and Healthcare Letter August 19, 2025 Fiat Lux Featured Trade: (THE GRUMPY HUSBAND’S GUIDE TO GETTING RICH) (NVO), (LLY), (MDGL)
I was having lunch with a buddy in Palo Alto last week when he mentioned that his wife’s doctor just prescribed her Ozempic. “Cost me eight hundred bucks for a month’s supply,” he grumbled, stabbing his salad. That’s when it hit me. We’re living through one of those rare moments when an entire industry gets […]
Mad Hedge Biotech and Healthcare Letter August 5, 2025 Fiat Lux Featured Trade: (BLINK AND YOU MISS IT) (LLY), (NVO), (ZLDPF), (RHHBY), (AMGN)
Did you know that the average person blinks about 17,000 times a day? Well, if you blinked during the American Diabetes Association conference, you might have missed Eli Lilly (LLY) delivering some of the most impressive clinical data I’ve seen in years. While their competitors stumbled through disappointing presentations, Lilly quietly demonstrated why they’re positioning […]
Mad Hedge Biotech and Healthcare Letter June 26, 2025 Fiat Lux Featured Trade: (HERE COMES THE ANTI-OZEMPIC) (REGN), (NVO), (LLY)
Mad Hedge Biotech and Healthcare Letter June 17, 2025 Fiat Lux Featured Trade: (THE ART OF WAR, IMMUNOLOGY EDITION) (ABBV), (NVO), (LLY), (JNJ)
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 […]
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)