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 […]
Tag Archives: (MRK)
Mad Hedge Biotech and Healthcare Letter March 27, 2025 Fiat Lux Featured Trade: (NO SHERPA REQUIRED) (MRK), (BMY)
Perched high above the timberline on Colorado’s Mt. Elbert last weekend, I found myself short on oxygen and long on questions—namely, which pharmaceutical heavyweight deserves a spot in my portfolio: Merck (MRK) or Bristol-Myers Squibb (BMY)? At 14,438 feet, the air thins out fast, but the thinking gets clearer. Clarity tends to arrive when your […]
Mad Hedge Biotech and Healthcare Letter March 20, 2025 Fiat Lux Featured Trade: (EVEN A PIG COULD MAKE MONEY HERE) (OGN), (MRK), (RHHBY), (BAYRY), (PFE), (AZN)
I was camped out in Kyiv the other month when news of Organon’s (OGN) earnings hit my phone. While Russian drones buzzed overhead, I was studying pharmaceutical balance sheets—talk about surreal. Did I mention I’ve led a strange life? In mid-February, Organon pleasantly surprised me with Q4 2024 results. Hadlima, their biosimilar to Humira, rocketed […]
Mad Hedge Biotech and Healthcare Letter March 11, 2025 Fiat Lux Featured Trade: (WHEN INSIDERS GO SHOPPING, PAY ATTENTION) (MRNA), (MRK)
In 1815, Nathan Rothschild made his legendary fortune buying British securities when they were deeply discounted after Waterloo. “Buy when there’s blood in the streets,” he allegedly said. That kind of contrarian wisdom has made fortunes across centuries. Two centuries later, I find myself applying this timeless principle to Moderna (MRNA). The biotech darling has […]