Mad Hedge Biotech and Healthcare Letter January 27, 2026 Fiat Lux Featured Trade: (THE ASPIRIN STANDARD) (REGN), (BAYRY), (RHHBY), (SNY), (NVO), (LLY)
Tag Archives: (SNY)
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 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 […]
My barber Charlie has this uncanny ability to diagnose which of his clients are making money in the market just by watching how they tip. Last Thursday, while he was working his magic on what’s left of my hairline, he mentioned how his pharmaceutical rep clients have been tipping like oil sheiks lately. “Something big […]
Mad Hedge Biotech and Healthcare Letter July 31, 2025 Fiat Lux Featured Trade: (FRENCH BENEFITS) (SNY), (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 15, 2025 Fiat Lux Featured Trade: (THE BRITISH ARE COMING (BACK)) (GSK), (PFE), (GILD), (SGIOY), (SNY), (HLN)
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