Mad Hedge Biotech and Healthcare Letter October 30, 2025 Fiat Lux Featured Trade: (BEHIND EVERY BREAKTHROUGH DRUG IS A MASSACHUSETTS PHONE NUMBER) (TMO), (PFE), (MRNA)
Tag Archives: (PFE)
My buddy who runs business development at a mid-cap biotech called me last week with an interesting complaint. He’s trying to scale up manufacturing for their promising Phase III candidate, and every vendor he talks to has the same response: “Great, we’ll get you on the Thermo Fisher (TMO) waiting list.” That conversation made me […]
Mad Hedge Biotech and Healthcare Letter October 16, 2025 Fiat Lux Featured Trade: (THE LAZINESS PREMIUM) (GSK), (AZN), (ABBV), (PFE), (GILD)
I spent last Tuesday afternoon on a call with a fund manager who runs $3 billion and couldn’t explain to me why his team was avoiding GSK (GSK). Something about HIV competition and patent cliffs and the usual hand-waving you get from analysts who haven’t actually dug into the numbers. I let him finish his […]
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 […]
Global Market Comments September 19, 2025 Fiat Lux Featured Trade: (SEPTEMBER 17 BIWEEKLY STRATEGY WEBINAR Q&A), (GS), (HOOD), (DAX), (SPY), (TLT), (GLD), (MSTR), (PFE), (FCX), (BITO)
Below, please find subscribers’ Q&A for the September 17 Mad Hedge Fund Trader Global Strategy Webinar, broadcast from Incline Village, NV. Q: Is it possible for the federal government to change quarterly earnings reports to semiannual, and what would that do to the stock market? A: This isn’t going to happen because it would suck […]
Mad Hedge Biotech and Healthcare Letter July 24, 2025 Fiat Lux Featured Trade: (THE PHARMA CATFISH THAT’S ACTUALLY A CATCH) (BMY), (PFE), (BNTX)
You know that friend who always looks terrible in photos but somehow appears stunning in person? Bristol Myers Squibb (BMY) is basically the investment equivalent of that phenomenon. On paper, this pharmaceutical giant looks like it’s heading for a cliff – literally called the “patent cliff” in industry parlance – but dig a little deeper […]