Did you know Novo Nordisk’s (NVO) Ozempic and Wegovy are basically twins separated at birth? Both contain the same molecule — semaglutide — yet Wegovy costs three times more simply because it moonlights as a weight-loss drug instead of a diabetes treatment. That, my friends, is pharmaceutical sorcery so profitable it would make Merlin jealous. […]
Tag Archives: (LLY)
Mad Hedge Biotech and Healthcare Letter May 20, 2025 Fiat Lux Featured Trade: (HEALTHCARE’S FALLING KNIFE) (UNH), (CI), (CVS), (LLY), (VRTX), (SGRY), (AAPL), (AMZN)
While driving back from my nephew’s soccer game last weekend, I needed to pick up a prescription at my local pharmacy. The line was moving at glacial speed, so I struck up a conversation with the woman in front of me, who mentioned she worked as a nurse at a UnitedHealth-affiliated clinic. “Our patients are […]
Global Market Comments May 16, 2025 Fiat Lux Featured Trade: (MAY 14 BIWEEKLY STRATEGY WEBINAR Q&A), (TSLA), (BLK), (SPY), (TLT), (WMT), (LLY), (UNH), (KKR), (NVDA), (ABNB), (GLD)
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Below, please find subscribers’ Q&A for the May 14 Mad Hedge Fund Trader Global Strategy Webinar, broadcast from Incline Village, NV. Q: What are the chances of Tesla (TSLA) getting their robotaxis up this year? A: No chance. Elon Musk is someone who overpromises and underdelivers on timetables. He uses that as a whip to […]
Mad Hedge Biotech and Healthcare Letter April 15, 2025 Fiat Lux Featured Trade: (THE WEIGHT OF EXPECTATIONS) (LLY), (NVO)
You know that feeling when you’ve found the perfect restaurant? The food is exquisite, the atmosphere divine, and then you get the bill—and suddenly you’re calculating if selling a kidney is a viable financial strategy. That’s essentially my relationship with Eli Lilly (LLY) right now. Phenomenal company, stellar performance, price tag that makes my wallet […]
Mad Hedge Biotech and Healthcare Letter April 10, 2025 Fiat Lux Featured Trade: (THE $5 BILLION SECRET I SPOTTED IN MY DOCTOR’S WAITING ROOM) (AMGN), (NVO), (LLY), (MRK), (REGN)
Last Tuesday, my orthopedist kept me waiting 40 minutes past my appointment time – just long enough for me to witness what Wall Street’s finest analysts have somehow managed to miss. As I sat thumbing through a dog-eared copy of Golf Digest from 2018, I counted eight different patients called in for Prolia injections. By […]
Mad Hedge Biotech and Healthcare Letter April 1, 2025 Fiat Lux Featured Trade: (HOW ONE SMUG DANE MADE ME EAT MY WORDS) (NVO), (LLY), (ULIHF), (LXRX)