Mad Hedge Biotech and Healthcare Letter January 27, 2026 Fiat Lux Featured Trade: (THE ASPIRIN STANDARD) (REGN), (BAYRY), (RHHBY), (SNY), (NVO), (LLY)
Tag Archives: (RHHBY)
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 January 15, 2026 Fiat Lux Featured Trade: (PROGRESS LIKE CLOCKWORK) (GILD), (RHHBY), (JNJ), (ACLX)
Back in 2016, I told a hedge fund crowd in Tokyo that Gilead (GILD) was the biotech equivalent of a Seiko Spring Drive. Quietly brilliant, ruthlessly precise, engineered to perform for decades without needing applause. A few chuckled. Then Biktarvy happened. Now Yeztugo is here, and those same folks are calling me for dinner reservations […]
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 […]
Mad Hedge Biotech and Healthcare Letter August 5, 2025 Fiat Lux Featured Trade: (BLINK AND YOU MISS IT) (LLY), (NVO), (ZLDPF), (RHHBY), (AMGN)
Did you know that the average person blinks about 17,000 times a day? Well, if you blinked during the American Diabetes Association conference, you might have missed Eli Lilly (LLY) delivering some of the most impressive clinical data I’ve seen in years. While their competitors stumbled through disappointing presentations, Lilly quietly demonstrated why they’re positioning […]
Mad Hedge Biotech and Healthcare Letter April 17, 2025 Fiat Lux Featured Trade: (THIS BIG PHARMA’S GRAND DIVORCE SHOWS PROMISE) (NVS), (SDZNY), (MRK), (RHHBY)
While most corporate breakups end with shareholders reaching for antacids, Novartis (NVS) investors are popping champagne instead. The Swiss pharmaceutical giant’s 2023 divorce from its generics business Sandoz (SDZNY) has transformed the company from a pharmaceutical conglomerate into a focused innovation machine – and the numbers would make even the most jaded among us whistle […]
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