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: (NVO)
Mad Hedge Biotech and Healthcare Letter April 1, 2025 Fiat Lux Featured Trade: (HOW ONE SMUG DANE MADE ME EAT MY WORDS) (NVO), (LLY), (ULIHF), (LXRX)
Back in 2008, I found myself in a private dining room at Copenhagen’s Noma restaurant – then barely known outside culinary circles – seated next to a senior Novo Nordisk (NVO) executive who couldn’t stop talking about their early-stage GLP-1 research. “This will change diabetes treatment forever,” he insisted between bites of moss and lichen. […]
Mad Hedge Biotech and Healthcare Letter March 13, 2025 Fiat Lux Featured Trade: (THE 10,000 DAILY CONSULTATIONS YOU’LL NEVER SEE) (HIMS), (TDOC), (GDRX), (NVO), (LLY)
Did you know that 100 years ago, the average American lifespan was just 54 years? Today, we’re approaching 80. But what’s truly remarkable isn’t just that we’re living longer—it’s that a 36-year-old former Tinder executive named Andrew Dudum is revolutionizing how we access healthcare. His company, Hims & Hers (HIMS), has exploded from a niche […]
Mad Hedge Biotech and Healthcare Letter March 6, 2025 Fiat Lux Featured Trade: (THE DANISH DILEMMA) (LLY), (NVO)
I was having dinner with a group of Mad Hedge Fund Trader readers in Salt Lake City the other week. One, a successful financial advisor who’s been following my market calls for years, posed a question that got the whole table talking: “Between Eli Lilly (LLY) and Novo Nordisk (NVO), which horse should I bet […]