Mad Hedge Biotech and Healthcare Letter September 30, 2025 Fiat Lux Featured Trade: (WHY ISN’T ANYONE WATCHING THIS BIOTECH DO EVERYTHING RIGHT?) (REGN), (SNY), (AMGN), (RHHBY), (MRK), (BMY), (NVO), (FUJIY)
Tag Archives: (NVO)
Here’s a test of whether your analyst does actual homework or just regurgitates press releases: ask them about Regeneron’s (REGN) development balance with Sanofi (SNY). I can almost guarantee the blank stares that usually follow. That obscure line item buried in the 10-Q filing dropped $253 million last quarter to $1.2 billion, which means Regeneron’s […]
Mad Hedge Biotech and Healthcare Letter September 25, 2025 Fiat Lux Featured Trade: (WHY THIS BIOTECH OWNS THE AGING POPULATION TRADE) (AMGN), (NVO), (LLY)
Walking through the oncology ward at Cedars-Sinai last week, I noticed something interesting. The pharmacy techs were wheeling around more Amgen (AMGN) products than I’d seen in months. Repatha for cholesterol management, EVENITY for osteoporosis, and their expanding biosimilars portfolio. It got me thinking about why Wall Street keeps sleeping on this biotech behemoth. It’s […]
Mad Hedge Biotech and Healthcare Letter September 4, 2025 Fiat Lux Featured Trade: (SHEAR GENIUS) (INCY), (NVS), (SNY), (MRK)
Mad Hedge Biotech and Healthcare Letter September 2, 2025 Fiat Lux Featured Trade: (THE 3% DIFFERENCE THAT DOESN’T MATTER) (LLY), (NVO)
My dentist called last week to reschedule my cleaning. “Supply chain issues with the numbing gel,” he said apologetically. Funny how even the medical profession struggles with simple logistics these days. This got me thinking about how the simplest innovations often create the biggest disruptions, and how I’ve been around long enough to recognize them […]
Mad Hedge Biotech and Healthcare Letter August 19, 2025 Fiat Lux Featured Trade: (THE GRUMPY HUSBAND’S GUIDE TO GETTING RICH) (NVO), (LLY), (MDGL)
I was having lunch with a buddy in Palo Alto last week when he mentioned that his wife’s doctor just prescribed her Ozempic. “Cost me eight hundred bucks for a month’s supply,” he grumbled, stabbing his salad. That’s when it hit me. We’re living through one of those rare moments when an entire industry gets […]
Mad Hedge Biotech and Healthcare Letter August 5, 2025 Fiat Lux Featured Trade: (BLINK AND YOU MISS IT) (LLY), (NVO), (ZLDPF), (RHHBY), (AMGN)