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DougD

Quote of the Day - January 15, 2020

Diary, Newsletter, Quote of the Day

"Where a calculator on the Eniac is equipped with 18,000 tubes and weighs 30 tons, computers in the future may have only 1,000 vacuum tubes, and weigh 1.5 tons," said Popular Mechanics magazine in 1949.

Ticker Tape

https://www.madhedgefundtrader.com/wp-content/uploads/2014/05/Ticker-Tape.jpg 225 401 DougD https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png DougD2020-01-15 10:00:302020-01-15 09:41:30Quote of the Day - January 15, 2020
DougD

January 15, 2020 - MDT Pro Tips A.M.

MDT Alert

While the Diary of a Mad Hedge Fund Trader focuses on investment over a one week to a six-month time frame, Mad Day Trader, provided by Bill Davis, will exploit money-making opportunities over a brief ten minute to three-day window. It is ideally suited for day traders, but can also be used by long-term investors to improve market timing for entry and exit points. Read more

https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png 0 0 DougD https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png DougD2020-01-15 09:32:502020-01-15 09:32:50January 15, 2020 - MDT Pro Tips A.M.
Mad Hedge Fund Trader

Trade Alert - (VXX) January 14, 2020 - BUY

Trade Alert

When John identifies a strategic exit point, he will send you an alert with specific trade information as to what security to sell, when to sell it, and at what price. Most often, it will be to TAKE PROFITS, but, on rare occasions, it will be to exercise a STOP LOSS at a predetermined price to adhere to strict risk management discipline. Read more

https://www.madhedgefundtrader.com/wp-content/uploads/2016/02/Alert-e1457452190575.jpg 135 150 Mad Hedge Fund Trader https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png Mad Hedge Fund Trader2020-01-14 15:08:432020-01-14 15:08:43Trade Alert - (VXX) January 14, 2020 - BUY
Mad Hedge Fund Trader

January 14, 2020

Diary, Newsletter, Summary

Global Market Comments
January 14, 2020
Fiat Lux

Featured Trade:

(FRIDAY JANUARY 27, 2020 FIJI STRATEGY LUNCHEON)
(SHOPPING FOR FIRE INSURANCE IN A HURRICANE),
(VIX), (VXX), (XIV),
(THE ABC’s OF THE VIX),
(VIX), (VXX), (SVXY)

https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png 0 0 Mad Hedge Fund Trader https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png Mad Hedge Fund Trader2020-01-14 11:08:552020-01-14 10:34:17January 14, 2020
Mad Hedge Fund Trader

SOLD OUT - Monday, January 27 Fiji Strategy Luncheon

Lunch

Come join me for lunch at the Mad Hedge Fund Trader’s Global Strategy Luncheon, which I will be conducting at Fiji in the South Pacific at 12:30 PM on Monday, January 27, 2020.

An excellent meal will be followed by a wide-ranging discussion and an extended question-and-answer period.

I’ll be giving you my up-to-date view on stocks, bonds, currencies, commodities, precious metals, energy, and real estate.

And to keep you in suspense, I’ll be throwing a few surprises out there too.

Tickets are available for $269.

The lunch will be held at a major resort hotel 12 miles south of Nadi, the location of the international airport.

Fiji was the home of cannibalism until the early 20th century. It is a former British colony that became independent in 1970. Since 1987, there have been two military coups. It returned to a democratic government only five years ago. It has been the site of many movies, including Castaway and Blue Lagoon. Today, it is a destination resort for Australians during their winter and our summer.

At a latitude of 17 degrees south of the equator, the weather is the same every day, 90 degrees Fahrenheit, 100% humidity, with constant rain. Malaria is endemic, so bring your Malaria pills (start taking them three days before departure). Typhoid shots will also be helpful. Needless to say, it is the low season.

If you have any questions about the Fiji luncheon, please email me at support@madhedgefundtrader.com. Just put “Fiji Luncheon question” in the subject line.

I look forward to meeting you and thank you for supporting my research. To purchase tickets for this luncheon, please click here.

https://www.madhedgefundtrader.com/wp-content/uploads/2019/12/fiji-e1577465965379.png 253 450 Mad Hedge Fund Trader https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png Mad Hedge Fund Trader2020-01-14 11:06:592020-01-27 11:45:03SOLD OUT - Monday, January 27 Fiji Strategy Luncheon
DougD

January 14, 2020

Biotech Letter

Mad Hedge Biotech & Healthcare Letter
January 14, 2020
Fiat Lux

Featured Trade:

(CALIFORNIA JUMPS INTO THE DRUG BUSINESS)
(MYL), (TEVA), (RHHBY)

https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png 0 0 DougD https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png DougD2020-01-14 11:02:412020-01-14 11:38:30January 14, 2020
DougD

California Jumps Into the Drug Business

Biotech Letter

The bio-pharmaceutical industry, including the biotechnology sector, is in for another shock. 

Taking a page off Elizabeth Warren’s book, California Governor Gavin Newson announced his plan to create the first-ever state-run prescription drug label in the country. 

This move would be an ideal way to leverage the size and power of the California population in terms of negotiating advantageous pricing with generic drug manufacturers. 

Wielding California’s massive purchasing power courtesy of the 40 million residents, almost 33% of which are enrolled in Medicaid or Medicare, Newsom believes that the government can get generic drugs for substantially lower prices from the manufacturers.  This idea is part of Newsom’s broader vision to lower the healthcare costs in California.

In effect, the Golden State is stepping in where the federal government has failed to act. Washington should have used their massive purchasing power as a cudgel to lower prices decades ago. We’ve seen a half-century of talk, but no action.

Research from the Kaiser Family Foundation shows that 6 out of 10 Americans take a prescription, with 79% of them complaining about the unreasonable costs of these drugs. 

As a result of these prohibitive prices, 3 in 10 Americans no longer take their prescribed medications adding hugely to the nation’s health care bill.  

Even governments find it challenging to keep up with the costs of healthcare, with California’s Medicaid program for the less fortunate, otherwise known as Medi-Cal, reached over $100 billion annually in state and federal spending alone.

Inevitably, the skyrocketing prices pushed people to look at generic medications as more reasonable alternatives to brand name medications. 

However, Newsom’s announcement wasn’t met with an overwhelmingly positive response from the generics sector either. 

In fact, the Association for Accessible Medicines, the advocacy organization for generic drug manufacturers, only sent out a polite message regarding Newson’s announcement. 

The group said that they "look forward to working with California to help expand access to safe, affordable and effective generic and biosimilar medicines, but let's make our decisions and policies based on the best data and science available." You couldn’t get any more anodyne.

Despite their lukewarm response to this plan, two major players in the generic pharmaceutical industry have already been identified as the front runners for this shift to generics movement: Mylan (MYL) and Teva Pharmaceutical Industries (TEVA).

To say that 2019 was an awful one for Mylan is an understatement. The generic drugmaker faced a slew of issues including declining sales in their North American market, endless legal battles, and even exclusivity loss for its top-selling impotence treatment Tadalafil (Cialis). 

However, Mylan moved to turn things around in July 2019 when it entered a merger agreement with Pfizer’s (PFE) generic unit Upjohn. The two companies will turn into one entity, called Viatris, and will be launched by mid-2020.

According to the terms of this deal, Viatris will be handling the off-patent but lucrative branded drugs of Pfizer such as cholesterol treatment Lipitor, pain medication Celebrex, and erectile dysfunction and the blue erectile dysfunction drug Viagra. 

This agreement aims to inject more money into Mylan’s research and development team for them to create more complex generics and biosimilars. 

At the same time, the new company will already have a “ready-made” tried and tested drug portfolio courtesy of Pfizer’s off-patent previous blockbusters. 

Apart from the Pfizer’s lineup, Mylan also has a number of key products to contribute to Viatris. 

One is a biosimilar of Roche’s (RHHBY) blockbuster breast cancer drug Herceptin (it added four years to the life of my first wife). The launches of promising products, like biosimilar versions of Teva’s multiple sclerosis injection Copaxone and GlaxoSmithKline’s (GSK) asthma medication Advair, are also positive indicators of growth. 

With these decisions, Mylan is expected to have a brighter 2020. 

Another generic drug maker that’s expected to make a comeback in 2020 is Teva. 

In 2019, everything that could possibly go wrong went wrong for this company. As a refresher, here’s what it had to endure: executive leadership turnover, bribery allegations, generic competition for its top-selling drug Copaxone, and of course, the opioid lawsuits from 44 states. 

Needless to say, Teva’s profit estimates tumbled and its dividend was shelved. Worst, its debt load has been a huge warning sign that repelled investors left and right.

However, Teva has managed to turn things around.

The opioid lawsuits are reaching a reasonable settlement and the company now has a stronger leadership team. More importantly, it has been successful in cutting down its expenditures. If things go smoothly, Teva is expected to save $3 billion in yearly expenses to improve its profit margins in 2020. 

On top of these, Teva has regained its footing in the generic drug market via the steady climb in terms of sales of its newer branded treatments, Ajovy and Austedo.

All in all, the stage is set for Teva to make its comeback and patient investors should expect to be richer in 2020.

Since both generic drug makers churned out less than stellar numbers in 2019, the stocks are likely undervalued at the moment. Hence, it’s important to take advantage of this and buy before these regain momentum and the prices skyrocket once again.  

 

 

 

https://www.madhedgefundtrader.com/wp-content/uploads/2020/01/bio3-01142020.jpg 237 582 DougD https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png DougD2020-01-14 11:00:352020-01-14 11:40:47California Jumps Into the Drug Business
DougD

January 14, 2020 - MDT Pro Tips A.M.

MDT Alert

While the Diary of a Mad Hedge Fund Trader focuses on investment over a one week to a six-month time frame, Mad Day Trader, provided by Bill Davis, will exploit money-making opportunities over a brief ten minute to three-day window. It is ideally suited for day traders, but can also be used by long-term investors to improve market timing for entry and exit points. Read more

https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png 0 0 DougD https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png DougD2020-01-14 09:27:392020-01-14 09:27:39January 14, 2020 - MDT Pro Tips A.M.
Mad Hedge Fund Trader

January 13, 2020 - MDT Pro Tips A.M.

MDT Alert

While the Diary of a Mad Hedge Fund Trader focuses on investment over a one week to a six-month time frame, Mad Day Trader, provided by Bill Davis, will exploit money-making opportunities over a brief ten minute to three-day window. It is ideally suited for day traders, but can also be used by long-term investors to improve market timing for entry and exit points. Read more

https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png 0 0 Mad Hedge Fund Trader https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png Mad Hedge Fund Trader2020-01-13 09:30:312020-01-13 09:30:31January 13, 2020 - MDT Pro Tips A.M.
Mad Hedge Fund Trader

January 13, 2020

Diary, Newsletter, Summary

Global Market Comments
January 13, 2019
Fiat Lux

Featured Trade:

(MARKET OUTLOOK FOR THE WEEK AHEAD, or THE TITANIUM MARKET)
(SPY), (TLT), (TSLA), (GLD), (USO), (NFLX), (DIS), (LEN), (BA)

https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png 0 0 Mad Hedge Fund Trader https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png Mad Hedge Fund Trader2020-01-13 09:04:032020-01-13 11:59:25January 13, 2020
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Legal Disclaimer

There is a very high degree of risk involved in trading. Past results are not indicative of future returns. MadHedgeFundTrader.com and all individuals affiliated with this site assume no responsibilities for your trading and investment results. The indicators, strategies, columns, articles and all other features are for educational purposes only and should not be construed as investment advice. Information for futures trading observations are obtained from sources believed to be reliable, but we do not warrant its completeness or accuracy, or warrant any results from the use of the information. Your use of the trading observations is entirely at your own risk and it is your sole responsibility to evaluate the accuracy, completeness and usefulness of the information. You must assess the risk of any trade with your broker and make your own independent decisions regarding any securities mentioned herein. Affiliates of MadHedgeFundTrader.com may have a position or effect transactions in the securities described herein (or options thereon) and/or otherwise employ trading strategies that may be consistent or inconsistent with the provided strategies.

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