Mad Hedge Biotech and Healthcare Letter July 31, 2025 Fiat Lux Featured Trade: (FRENCH BENEFITS) (SNY), (REGN)
Tag Archives: (REGN)
I was having dinner with a former Sanofi (SNY) executive last month and he said something that’s been rattling around in my head ever since. “You know, John,” he told me, swirling his glass, “the smartest thing we ever did was betting on Regeneron (REGN) back in ’07 when everyone thought the world was ending.” […]
Mad Hedge Biotech and Healthcare Letter July 17, 2025 Fiat Lux Featured Trade: (BIOTECH’S GRAY FOX) (AMGN), (ABBV), (PFE), (REGN)
Every investor has a stock they own, not for the adrenaline rush but for the steady hand it provides. Years ago, that meant a ladder of Treasuries and a bottle of Tums. Today, it might just be Amgen (AMGN). You won’t find it trending on Reddit or being whispered about in hedge fund chatrooms. It’s […]
Mad Hedge Biotech and Healthcare Letter June 26, 2025 Fiat Lux Featured Trade: (HERE COMES THE ANTI-OZEMPIC) (REGN), (NVO), (LLY)
Mad Hedge Biotech and Healthcare Letter June 3, 2025 Fiat Lux Featured Trade: (WHEN BIG PHARMA DREAMS GO UP IN SMOKE) (SNY), (REGN), (AAPL)
Mad Hedge Biotech and Healthcare Letter May 15, 2025 Fiat Lux Featured Trade: (IN BIOTECH WE TRUST, ESPECIALLY IF IT’S THIS QUIET RISER) (REGN)
While driving back from a three-day biotech conference, I got a call from an old friend who runs a major healthcare hedge fund in New York. He was looking for new ideas after taking a beating on some pharma shorts that went sideways during the recent market rally. “What’s worth buying in biotech these days?” […]
Mad Hedge Biotech and Healthcare Letter April 10, 2025 Fiat Lux Featured Trade: (THE $5 BILLION SECRET I SPOTTED IN MY DOCTOR’S WAITING ROOM) (AMGN), (NVO), (LLY), (MRK), (REGN)
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 […]
- 1
- 2