Mad Hedge Biotech and Healthcare Letter October 14, 2025 Fiat Lux Featured Trade: (THE BIOTECH GRAVEYARD HAS A SURVIVOR) (BIIB), (VTRS), (AMRX), (SDZNY), (ESAIY), (LLY)
Tag Archives: (SDZNY)
I spent last weekend with an old friend from my Goldman days, and watching him care for his mother, who’s deep into Alzheimer’s, reminded me why I’ve been tracking Biogen (BIIB) so closely. The disease is brutal, and for the longest time, the investment thesis around Alzheimer’s therapeutics felt more like charity than capitalism. But […]
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 […]