I’ve owned Bristol-Myers Squibb (BMY) through two CEO changes, one near-catastrophic acquisition, and more patent cliff panic attacks than I care to count. The dividend alone has paid for my annual fishing trip to Alaska three times over. So when the street spent the better part of two years treating BMY like a condemned man, […]
Tag Archives: (PFE)
Mad Hedge Biotech and Healthcare Letter February 24, 2026 Fiat Lux Featured Trade: (THE CLIFF HANGER) (BMY), (PFE)
Mad Hedge Biotech and Healthcare Letter February 10, 2026 Fiat Lux Featured Trade: ONE INFUSION TO RULE THEM ALL? (NTLA), (PFE), (REGN), (ALNY), (BBIO), (TAK), (CSLLY), (BCRX)
In 2020, for the first time in history, a doctor pushed a CRISPR-based drug into a vein, let it ride the bloodstream like an Uber through downtown physiology, and watched it edit a gene inside the liver in real time. That experiment – Intellia’s (NTLA) NTLA-2001, now dubbed nexiguran ziclumeran, or nex-z – delivered an […]
Mad Hedge Biotech and Healthcare Letter January 13, 2026 Fiat Lux Featured Trade: (NOT BAD FOR SCRAPS) (AZN), (PFE)
Everyone forgets that Pfizer (PFE) tried to buy AstraZeneca (AZN) for scraps back in 2014. The UK Parliament threw a fit, the deal died, and Wall Street moved on. Fast forward, AstraZeneca is worth double what Pfizer is. The press still treats it like a mid-tier pharma shop. Meanwhile, it’s running the table in oncology. […]
Mad Hedge Biotech and Healthcare Letter December 9, 2025 Fiat Lux Featured Trade: (A PITY PARTY NEVER PAID SO WELL) (PFE)
Pfizer (PFE) today is what the oil majors were at peak ESG outrage: unfashionable, misunderstood, and throwing off more cash than the market wants to admit. The stock is still wearing its COVID windfall like a scarlet letter. Investors can’t forgive management for mistiming the boom and fumbling the money, so they’re pricing Pfizer as […]
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)
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 […]