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)
Tag Archives: (REGN)
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 27, 2026 Fiat Lux Featured Trade: (THE ASPIRIN STANDARD) (REGN), (BAYRY), (RHHBY), (SNY), (NVO), (LLY)
In 1899, Bayer (BAYRY) patented acetylsalicylic acid – what we now call aspirin. This “miracle drug” then became the cornerstone of one of the most powerful pharmaceutical empires the world had ever seen. Unfortunately for Bayer, by 1917, they had to give up the patent as part of World War I reparations. Poof. Gone. That’s […]
Mad Hedge Biotech and Healthcare Letter December 23, 2025 Fiat Lux Featured Trade: (CLIMBING THE CLIFF IN REVERSE) (REGN), (AMGN), (MRK), (BMY), (NVO), (LLY)
A few months ago, I found myself sipping flat champagne on a Gulfstream out of Aspen, locked in one of those altitude-fueled biotech postmortems. On my left: a hedge fund manager freshly out of his biotech positions after a bruising year. On my right: a dermatologist who moonlights as a GLP‑1 evangelist. Regeneron (REGN) came […]
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 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)
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 […]
- 1
- 2