Mad Hedge Biotech and Healthcare Letter October 30, 2025 Fiat Lux Featured Trade: (BEHIND EVERY BREAKTHROUGH DRUG IS A MASSACHUSETTS PHONE NUMBER) (TMO), (PFE), (MRNA)
Tag Archives: (TMO)
My buddy who runs business development at a mid-cap biotech called me last week with an interesting complaint. He’s trying to scale up manufacturing for their promising Phase III candidate, and every vendor he talks to has the same response: “Great, we’ll get you on the Thermo Fisher (TMO) waiting list.” That conversation made me […]
Mad Hedge Biotech and Healthcare Letter September 16, 2025 Fiat Lux Featured Trade: (THE MAGIC WORD ISN’T PLEASE) (DHR), (TMO), (WST)
Three months ago, my neighbor ended up in the emergency room with chest pains. False alarm, thankfully, but what struck me was how quickly they ran a dozen different tests and had results back within hours. The attending physician mentioned their lab equipment had been recently upgraded to “some Danaher (DHR) system that’s basically magic.” […]
Mad Hedge Biotech and Healthcare Letter July 10, 2025 Fiat Lux Featured Trade: (EVERYONE SAW THE PUNCH, NO ONE’S WATCHING THE RECOVERY) (TMO)
Thermo Fisher Scientific (TMO) just took a hit, but don’t mistake that for a knockout. This is a seasoned player, bloodied perhaps, but still very much in the game. The fundamentals are bruised, not broken. And for those who can look past the surface damage, the setup is starting to look unusually compelling. The company […]