Mad Hedge Biotech and Healthcare Letter November 25, 2025 Fiat Lux Featured Trade: (THE COMEBACK CAT WITH MORE THAN NINE LIVES) (PFE), (NVO), (BMY), (JNJ)
Tag Archives: (NVO)
The market has the memory of a goldfish and the gratitude of a cat. Pfizer (PFE) saved the world, then watched its stock get tossed out like last week’s leftovers. But the story isn’t over. Not when the company is quietly stitching together a pipeline, beating estimates the analysts didn’t think it could beat, and […]
Mad Hedge Biotech and Healthcare Letter November 4, 2025 Fiat Lux Featured Trade: (THE LONG VIEW) (REGN), (SNY), (NVO), (LLY)
Ah, Regeneron (REGN). Once the golden child of ophthalmology, now the grizzled veteran of biotech, hobbling through a few Eylea-induced aches and pains. But here’s the punchline: this old dog is learning some new tricks. And Wall Street is finally starting to notice. After a year in the earnings penalty box, Regeneron just delivered a […]
Mad Hedge Biotech and Healthcare Letter October 28, 2025 Fiat Lux Featured Trade: (PROOF THAT SOMETIMES THE OBVIOUS PLAY IS OBVIOUSLY RIGHT) (LLY), (NVO)
Did you know that pharmaceutical companies waste approximately 40% of their production capacity every single day? It’s been that way since the 1950s when most drug manufacturing processes were designed. A lot of people have no clue about this inefficiency, but it’s about to become the difference between winning and losing in the obesity drug […]
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)
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 […]
Mad Hedge Biotech and Healthcare Letter October 7, 2025 Fiat Lux Featured Trade: (WHEN THE LONGSHIP EVERYONE ABANDONED SETS SAIL) (VKTX), (NVO), (LLY)
Let me tell you about the worst day I’ve had watching a biotech stock in years. August 19, 2025. Viking Therapeutics (VKTX) reported its oral VK2735 data, and the stock dropped 40% before I could finish my morning coffee. My phone exploded with panicked messages from people who’d clearly only read the headlines. “High discontinuation […]