Last week, while hiking the Tahoe Rim Trail with my 50-pound pack (doctor’s orders), I received a call from a returning Mad Hedge Concierge subscriber who was in a particularly foul mood. Following the advice of another “expert” I won’t mention, he had dumped all his biotech holdings after Vertex’s Q1 earnings miss. “Aren’t pharmaceutical […]
Tag Archives: (VRTX)
Mad Hedge Biotech and Healthcare Letter May 1, 2025 Fiat Lux Featured Trade: (TELEHEALTH’S NEW WEIGHT CLASS) (HIMS), (NVO)
Mad Hedge Biotech and Healthcare Letter April 29, 2025 Fiat Lux Featured Trade: (BIOTECH’S AWKWARD MIDDLE CHILD) (GILD), (VRTX), (AMGN), (BMY)
Well, folks, I’ve been trading biotech stocks since before most of today’s analysts had their first internships. After countless dinners with pharma execs and more investor conferences than I care to remember, there’s one thing I’ve learned about this sector – these stocks are a lot like the experimental drugs themselves: sometimes miraculous, sometimes disappointing, […]
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