Mad Hedge Biotech and Healthcare Letter December 30, 2025 Fiat Lux Featured Trade: (BIOTECH’S WATERLOO: THE STOCKS THAT CONQUERED AND THE ONES THAT DIDN’T) (IDXX), (CAH), (HCA), (COR), (MCK), (GILD), (JNJ), (LLY), (ISRG), (WBA), (MRK), (BMY), (MRNA), (BIIB), (ILMN)
Tag Archives: (MRNA)
Napoleon once said, “In victory, you deserve champagne. In defeat, you need it.” Healthcare investors popped both in 2025. While the sector at large looked like a casualty of macro shrapnel, a few names marched through the battlefield with earnings like artillery fire – and stock prices to match. The top-line view was grim: the […]
Global Market Comments December 1, 2025 Fiat Lux Featured Trade: (THE MAD HEDGE DECEMBER 2-4 TRADERS & INVESTORS SUMMIT IS ON!) (MARKET OUTLOOK FOR THE WEEK AHEAD, or WELCOME TO THE RODEO) (SPX), (GS), (SHW), (DHI), (GLD), (PPLT), (SLV), (NVDA), (BRK/B), (ZM), (MS), (MRNA), (GOOGL), (META), (ORCL), (AMZN), (MSFT)
With stock market volatility hitting a seven-month high last week, you might have been riding the brahma bull at the Reno rodeo. It was a technical analyst’s dream come true. We saw the perfect double bottom at $6,500 in the S&P 500 (SPX). This was further confirmed by a perfect double bottom in Goldman Sachs […]
Mad Hedge Biotech and Healthcare Letter October 30, 2025 Fiat Lux Featured Trade: (BEHIND EVERY BREAKTHROUGH DRUG IS A MASSACHUSETTS PHONE NUMBER) (TMO), (PFE), (MRNA)
My buddy who runs business development at a mid-cap biotech called me last week with an interesting complaint. He’s trying to scale up manufacturing for their promising Phase III candidate, and every vendor he talks to has the same response: “Great, we’ll get you on the Thermo Fisher (TMO) waiting list.” That conversation made me […]
Mad Hedge Biotech and Healthcare Letter May 29, 2025 Fiat Lux Featured Trade: (TIME FOR SOME RETAIL THERAPY) (MRNA), (MRK)
The other week, while hiking through the Marin Headlands with my old climbing partner from my Everest days, I got a call that reminded me why contrarian investing can be so profitable. My friend Janet, who runs a small biotech fund in Boston, was practically hyperventilating about Moderna (MRNA). Not because she was excited, mind […]
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 […]