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)
Tag Archives: (MRNS)
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 […]