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april@madhedgefundtrader.com

Forget The Casino, Invest In The House

Biotech Letter

I've always had a soft spot for healthcare innovation. But let me tell you, picking winners in this sector is trickier than trying to nail jello to a wall. You've got regulatory hurdles, fierce competition, and funding risks that'd make a Vegas bookie sweat.

That's why I'm a big fan of buying the arms dealers in this war on disease. I'm talking about the suppliers. These companies are calmly sitting pretty, ready to cash in on the general need for innovation without getting their hands too dirty.

Enter Thermo Fisher Scientific (TMO), the Waltham, MA-based behemoth that's supplying everyone from big pharma to your local hospital. They're slinging lab equipment faster than a short-order cook at a greasy spoon, and business is booming.

Just look at the numbers. Over the past decade, TMO's delivered a 400% total return. That's not just beating the S&P 500 – it's leaving it in the dust by 170 points.

And recently, Thermo Fisher just got the green light from those sticklers at the UK antitrust office to close a $3.1 billion deal for Olink, a Swedish outfit that's cooking up some serious magic in protein analysis.

We're talking about technology that can analyze hundreds of proteins faster than you can say "proteomics."

Speaking of proteomics, for those of you who slept through biology class, it's the study of proteins in biological systems. These little buggers are the muscle behind everything your body does.

While DNA is the blueprint, proteins are the construction crew that brings that blueprint to life. Figuring out how these microscopic workers operate is the golden ticket to a treasure trove of new drugs and therapies.

It's a growing field, with the global market expected to explode from $32.8 billion in 2023 to a whopping $161.9 billion by 2035. That translates to a compound annual growth rate of 14.2%.

As expected, Thermo Fisher isn't the only player in this game. You've got heavyweights like Bio-Rad Laboratories (BIO), Danaher Corporation (DHR), and Agilent Technologies (A) all jockeying for the top position.

But thanks to this recent Olink acquisition, Thermo Fisher's looking to pull ahead like a thoroughbred at the Kentucky Derby.

For better context, let's break down what this means for TMO's bottom line. Their mass spectrometry business, already a cash cow, could see a 5% bump in market share.

We're talking about an extra $475 million in revenue by 2028, with profit margins that'd make a hedge fund manager blush.

And that's just the tip of the iceberg. Their protein assays and kits business could see a 10% boost in market share, translating to another $450 million in revenue.

Despite these, Thermo Fisher isn't resting on its laurels. They're also partnering up with the likes of Bayer (BAYRY) to develop next-generation sequencing tools.

Next, let's talk dividends. I know, I know, a 0.3% yield isn't going to have you popping champagne. That's barely enough for a value meal at McDonald's. But don't let that fool you.

This company's been growing its dividend faster than a beanstalk on Miracle-Gro, with a five-year CAGR of 15.5%. It's not TMO's fault their stock price keeps outrunning their dividend.

Looking ahead, Thermo Fisher is projected to reach a 12% EPS growth in 2025 and 11% in 2026. It's like watching a rocket take off in slow motion.

Before you jump aboard though, I'll be honest with you.

At a P/E ratio of 26.6x, TMO isn't exactly on the bargain rack. It's priced like a fine wine, not a box of Franzia. But hey, quality costs money, and this is a company that's been delivering returns of 16.7% per year since 2004.

So, what's the takeaway here? Well, it’s clear that Thermo Fisher Scientific is a powerhouse in the healthcare and biotech sectors.

But, it's not going to give you the cheap thrills of a biotech startup that might cure cancer or go belly-up next week.

Instead, it's the steady Eddie that's going to keep chugging along, supplying the tools that make those moonshots possible.

If you're looking for income, well, this ain't your horse. But if you want growth with a side of stability, Thermo Fisher might just be the ticket. It's got more potential than a kid with a 4.0 GPA and a mean fastball.

 

https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png 0 0 april@madhedgefundtrader.com https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png april@madhedgefundtrader.com2024-07-11 12:00:092024-07-11 12:22:59Forget The Casino, Invest In The House
april@madhedgefundtrader.com

July 9, 2024

Biotech Letter

Mad Hedge Biotech and Healthcare Letter
July 9, 2024
Fiat Lux

 

Featured Trade:

(PLAQUE TO THE FUTURE)

(LLY), (TSLA), (V), (WMT)

https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png 0 0 april@madhedgefundtrader.com https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png april@madhedgefundtrader.com2024-07-09 12:02:202024-07-09 13:11:53July 9, 2024
april@madhedgefundtrader.com

Plaque To The Future

Biotech Letter

It's time we talk about a company that's been hotter than a two-dollar pistol at a Texas gunfight. I'm talking about Eli Lilly (LLY), the pharmaceutical juggernaut that's been turning heads faster than a Wall Street trader spotting a million-dollar bill on the sidewalk.

The last time we chatted about Lilly, we were salivating over their obesity wonder drug, Zepbound. Well, hold onto your hats, because that little pill has catapulted Lilly into the big leagues.

We're talking about an $816 billion market cap. That's not just big - it's “move over Tesla (TSLA), Visa (V), and Walmart (WMT)” big.

Let me throw some numbers at you for better context. Zepbound, which only got the FDA nod in November 2023, already raked in a cool $517 million in Q1.

But that's chump change compared to what's coming - we're looking at projected sales north of $16 billion per year by 2029. That's billion with a “B,” as in “Boy, I wish I'd bought more Lilly stock.”

Still, Lilly isn't content with just one golden goose. Oh no, they've gone and done it again, this time in the Alzheimer's arena.

The FDA gave their new drug, Kisunla, the green light earlier this month, and this one isn’t some. This stuff is like a cognitive Roto-Rooter, clearing out those amyloid plaques that turn your brain into Swiss cheese. We're looking at a potential 35% slowdown in cognitive decline.

Now, as we all know, Lilly isn't the only player in this game.

Biogen's (BIIB) been stumbling around with Leqembi like a drunk at a bar mitzvah, and Lilly's been taking notes. It's called the second-mover advantage, and Lilly's playing it like a pro.

Here's where it gets even more interesting. Lilly's pricing Kisunla at a wallet-busting $32,000 a year. That's not just aggressive, that's “charging-a-bull-with-a-red-cape” aggressive, especially when Biogen's asking a mere $26,500 for Leqembi. That's chutzpah, my friends, but it's the kind of gamble that could pay off big time.

Speaking of paying, let's talk numbers. Lilly's Q1 earnings were impressive, with revenue up 26% year-over-year to $8.77 billion. Net income? A cool $2.24 billion. And they're so confident, they've jacked up their full-year guidance by $2 billion.

That’s not where the good news ends, though. After all, Lilly has proven time and again that it’s not just a one-trick pony. If anything, this biotech and healthcare giant has a stable of thoroughbreds bringing in the big bucks.

There’s Mounjaro for diabetes, which is their star player, raking in $1.81 billion in Q1 alone. And let's not forget about Verzenio for breast cancer, Jardiance for diabetes and heart failure, and Taltz for psoriasis. It's like they've got a drug for everything but mediocrity.

Now, I know what you're thinking. "But John, what about the dividends?" Well, Lilly's just boosted them by 15% for 2024. Sure, the yield looks as thin as a supermodel's waistline at 0.6%, but that's only because the stock price has been on a rocket ride to the moon.

We're talking about a 717% increase in five years. That's not a bull run – that's a full-on bull stampede.

So, what's the best way to play this? Well, if you're looking for a short-term bet, I'd be as nervous as a long-tailed cat in a room full of rocking chairs. This stock's priced for perfection, and Wall Street can be fickle.

But for the medium to long haul? Lilly's looking sweeter than grandma's apple pie. They've got the products, they've got the pipeline, and they've got more momentum than a freight train going downhill.

In the world of biotech and pharma, Lilly's not just playing the game - they're changing it. And in my humble opinion, that makes them a Buy with a capital B.

 

https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png 0 0 april@madhedgefundtrader.com https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png april@madhedgefundtrader.com2024-07-09 12:00:202024-07-09 13:11:35Plaque To The Future
april@madhedgefundtrader.com

July 2, 2024

Biotech Letter

Mad Hedge Biotech and Healthcare Letter
July 2, 2024
Fiat Lux

 

Featured Trade:

(TWO-STEPPING TO A CANCER CURE)

(GILD), (AZN), (RHHBY), (PFE), (MRK)

https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png 0 0 april@madhedgefundtrader.com https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png april@madhedgefundtrader.com2024-07-02 12:05:502024-07-02 12:05:50July 2, 2024
april@madhedgefundtrader.com

Two-Stepping To A Cancer Cure

Biotech Letter

I was at a biotech conference in San Francisco, nursing a cup of black coffee and trying not to fall asleep during yet another startup pitch.

Suddenly, I overhear a conversation that makes me perk up faster than if someone had mentioned a 50% off sale on vintage aircraft parts.

"Did you hear about TwoStep Therapeutics?" someone whispered. "They've got Bertozzi, Cochran, and Levy on board."

Now, I've been following the biotech scene longer than I've been flying planes, and those names made my ears perk up faster than an air traffic controller during a thunderstorm. I nearly choked on my coffee trying to catch every word.

As it turns out, TwoStep Therapeutics isn't just another flash-in-the-pan biotech startup. These folks are diving headfirst into the shark-infested waters of immunotherapy and antibody-drug conjugates (ADCs).

And let me tell you, they're not packing pool noodles – they're armed to the teeth with intellectual firepower.

Now, I've seen more biotech startups than there are hedge funds in Connecticut, but this one's got my attention. Why? They're not here to do the same old cancer-fighting waltz.

Instead, they're attempting to solve a Rubik's Cube of cancer treatment – and they might just have the brainpower to do it.

Let's talk about that brainpower for a moment. TwoStep's advisory board reads like a "Who's Who" of biotech brilliance.

We're talking Nobel laureate Carolyn Bertozzi, Stanford's Jennifer Cochran, and Ronald Levy – the wizard behind rituximab. It's as if they raided the faculty lounge at Stanford and offered stock options instead of tenure.

That means TwoStep's not just another me-too biotech. They're cooking up a platform of peptide conjugates that can bind to five different tumor-associated integrins.

In layman's terms? They're building a cancer-fighting multi-tool that makes current treatments look like plastic sporks.

CEO Caitlyn Miller isn't just another lab coat with a PowerPoint presentation either. She's got skin in the game – or rather, genes.

Her stepfather battled oral cancer for 14 years before passing away. I don’t need to tell you, but that's the kind of motivation you just can't buy.

Now, before you start salivating over potential returns faster than Pavlov's dogs at dinnertime, remember: This is early-stage biotech.

We're talking more risk than a game of Russian roulette with five bullets. But for those of you with iron stomachs and a penchant for moonshots, TwoStep might be worth a spot on your watchlist.

Their $6.5 million seed round is chump change in biotech land, but it's not about the size of the boat, it's the motion of the ocean. And with backers like NFX and Alexandria Venture Investments, they've got some serious propulsion.

TwoStep isn't going after the low-hanging fruit either. They're not interested in well-trodden paths like bladder or breast cancer.

No sir, they're setting their sights on tough customers like head and neck and colon cancer. It's a gutsy move, but in biotech, sometimes you've got to swing for the fences.

It's worth noting, though, that TwoStep isn't alone in this high-stakes game.

Big pharma's been falling over themselves to get a piece of this action. Gilead Sciences (GILD) shelled out big bucks for Immunomedics to get their hands on Trodelvy.

AstraZeneca (AZN) has been playing in this sandbox for a while with Enhertu. Even the Swiss giant Roche (RHHBY) is in on the game, not to mention Pfizer (PFE) and Merck (MRK).

So, there you have it. TwoStep Therapeutics: the new enfant terrible of the biotech world, armed with more brainpower than a MENSA convention and ambitions that could make Elon Musk blush.

Will they revolutionize cancer treatment or become another cautionary tale in biotech textbooks?

The jury's still out, but one thing's for sure – watching this unfold will be more entertaining than a CNBC stock ticker on stimulus check day.

 

 

 

 

 

https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png 0 0 april@madhedgefundtrader.com https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png april@madhedgefundtrader.com2024-07-02 12:00:492024-07-02 12:06:37Two-Stepping To A Cancer Cure
april@madhedgefundtrader.com

June 27, 2024

Biotech Letter

Mad Hedge Biotech and Healthcare Letter
June 27, 2024
Fiat Lux

 

Featured Trade:

(THE BIOTECH LEATHERNECK THAT WON’T STAND DOWN)

(VRTX), (CRSP), (ABBV)

https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png 0 0 april@madhedgefundtrader.com https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png april@madhedgefundtrader.com2024-06-27 12:02:132024-06-27 13:08:39June 27, 2024
april@madhedgefundtrader.com

The Biotech Leatherneck That Won't Stand Down

Biotech Letter

Back in my Marine days, I remember being dropped in the middle of nowhere during a grueling field exercise. No map, no compass, just our wits and training to guide us back to base.

The odds were stacked against us, but we adapted, improvised, and overcame. Fast forward to roughly half a century, and I'm seeing the same spirit in an unlikely place - the biotechnology sector.

Vertex Pharmaceuticals (VRTX) has been executing maneuvers that would make any seasoned Marine proud. They move with the precision of a well-oiled M16 and the adaptability of a Force Recon team.

Their strategic acquisitions? As coordinated as an amphibious landing. That pipeline of theirs? Locked and loaded like a Marine fire team.

As I dive into Vertex's recent maneuvers, I can't help but see parallels to the strategies we used to employ. They're not just developing drugs – they're waging a full-scale assault on diseases that have long evaded defeat.

It's this Marine-like tenacity that's kept this $122 billion biotech on my radar, and why I think they've still got plenty of fight left in them.

Remember when I last wrote about Vertex in February? The stock was already hotter than a mess tent coffee pot then. Since that newsletter, it's climbed another 10%, leaving the S&P 500 in its dust like a young boot on a forced march.

And if you've been holding onto Vertex for the past decade? Well, pour yourself a whiskey and celebrate. You're sitting on a 545% return. That's not a typo, my friends. It has truly beaten the S&P 500 by over 300 points.

Now, I know what you're thinking. "John," you say, "hasn't this non-dividend payer run out of ammo after adding $20 billion to its market cap?" Well, let me tell you why I think Vertex still has enough firepower to make even a seasoned Gunny sit up and take notice.

So, here's the skinny on Vertex – they've got a knack for developing groundbreaking drugs that would make even our old field medics green with envy. They lock 'em down with patents tighter than a drill sergeant's schedule, and dominate niche markets like we used to dominate obstacle courses.

In Q1 2024, Vertex hauled in $2.69 billion in revenue, up 14% from last year. That's not just chump change – that's serious cabbage, even by Wall Street standards.

But here's where it gets interesting, and I mean more interesting than finding an unopened can of beer in your rucksack after a long hump.

Vertex isn't just sitting pretty. Their late-stage pipeline is packed tighter than a C-130 on deployment day, full of potential blockbusters that could change lives – and fatten our wallets.

Take Vanzacaftor, for instance. This cystic fibrosis drug is showing more promise than a boot camp graduate on family day. If it lives up to the hype, we could be looking at a new gold standard in CF treatment.

And then there's Suzetrigine. Now, this one's got me more excited than a three-day pass in Vegas. It's a non-opioid painkiller, and with the opioid crisis still raging harder than a Category 5 hurricane, a safe, effective alternative could be a game-changer.

Early data looks promising, and Vertex is pushing to finish its rolling submission by Q2 2024. As for its potential market? Well, that's bigger than the chow line on Thanksgiving.

We're talking about 80 million patients prescribed pain meds in the U.S. every year, covering one billion calendar days of treatment.

If Suzetrigine can grab even a slice of that pie, we're looking at another potential blockbuster that could make AbbVie’s (ABBV) top-selling Humira look like small potatoes.

But Vertex isn't content with just dominating CF and pain management. They're also pushing into new territories.

In April, they dropped $4.9 billion to snap up Alpine Immune Sciences, grabbing the rights to Povetacicept. This mid-stage drug targets IgA Nephropathy, which affects about 130,000 people in the U.S. That's a smart flanking maneuver if I ever saw one.

On top of all these, though, I think the biotech’s real showstopper might be Casgevy, Vertex's gene therapy for sickle cell disease and beta-thalassemia.

Developed with CRISPR Therapeutics (CRSP), this cutting-edge treatment uses CRISPR gene-editing technology.

It's like having a sniper rifle when everyone else is still using muskets. Vertex sees this as a potential multi-billion dollar opportunity, and I'm inclined to agree. It could be bigger than the Pentagon's budget – well, almost.

Look, I get it. Vertex doesn't pay a dividend, which might turn off some of you income-focused folks faster than a week-old MRE. But for those willing to bet on growth, this biotech juggernaut still has plenty of fight left in it.

With a killer pipeline spanning CF, pain management, kidney health, and even type 1 diabetes, Vertex is primed to keep growing like kudzu in August.

Their solid portfolio and promising drug candidates make it a compelling investment, and those revenue and EPS projections? They're music to my ears – sweeter than Taps at the end of a long day.

Here's my take: With a fair stock price target of $566, Vertex still has significant upside potential. I think it’s a biotech powerhouse that deserves a spot on your watchlist – right next to your old service medals.

 

https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png 0 0 april@madhedgefundtrader.com https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png april@madhedgefundtrader.com2024-06-27 12:00:362024-06-27 13:07:19The Biotech Leatherneck That Won't Stand Down
april@madhedgefundtrader.com

June 25, 2024

Biotech Letter

Mad Hedge Biotech and Healthcare Letter
June 25, 2024
Fiat Lux

 

Featured Trade:

(MORE THAN MEETS THE (WALL STREET) EYE)

(MRK), (PFE)

https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png 0 0 april@madhedgefundtrader.com https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png april@madhedgefundtrader.com2024-06-25 12:02:122024-06-25 12:29:46June 25, 2024
april@madhedgefundtrader.com

More Than Meets The (Wall Street) Eye

Biotech Letter

Dawn breaks, and as usual, I'm buried nose-deep in my morning ritual. You will find me, fervently hopping from one news site to another, much like a kangaroo in the wild.

This means my mornings are a mixed bag of global news digest — from German dailies to French periodicals (thank goodness for translation tools, right?), all part of an old habit from my days as a reporter.

So, why am I blabbing about this?

Well, it's because of a recent headline that grabbed my attention: "This drug can "melt away" bowel cancer," screamed BILD, Germany's numero uno newspaper.

Now THAT made me sit up straight. And the medicine they were gushing about? Keytruda from our very own healthcare titan, Merck & Co. (MRK).

Don't get me wrong. Merck’s been on my radar long before this, but I didn’t really give it much thought until the last quarter of 2023. Why? Well, with an annual return shy of 7% since January 2004, it wasn’t exactly screaming “look at me.”

But as life would have it, the story changed around 4Q23. All of a sudden, I found myself in the Merck rabbit hole, and boy, the wonders I found there.

Merck has been making waves in major programs like oncology, helping not just my portfolio, but countless patients with serious health conditions.

Just this month, at the American Society of Clinical Oncology (ASCO) meet—think of it as the Oscars for oncology nerds—Merck really strutted its stuff. Since 2021, their oncology portfolio has ballooned from 40 to 53 approved indications, and approvals in early-stage cancers have jumped from 2 to 10. Impressive, right?

And here’s the most impressive update of all: Keytruda alone has snagged 9 new early-stage US approvals.

Then, there’s also the PD-1/PD-L1 heavyweight, which is the lone therapy proving an overall survival benefit across lung, renal, breast, and cervical cancers.

To fortify its case, Merck has over 30 Phase III trials with 30,000 patients targeting earlier treatment. Crucial studies demonstrating survival rates for early intervention - a win for patients and healthcare systems alike.

Now, I've skipped some nitty-gritty details about these drugs, mainly to avoid turning this into a science class. The focus here is the bigger picture: how well Merck is positioned for growth.

Merck's already helping 2.6 million people worldwide. But what's driving this? Their 53 approved indications across 23 tumor types and two tumor-agnostic indications. Not just in the U.S., but also in the EU and Japan. And guess what? They're just getting started.

The company’s oncology pipeline is predicted to generate a whopping $20 billion in sales by mid-2030. Current products not included.

On top of that, they are aiming for $63.1 billion in total revenue this year alone.

Oh, and if you thought Merck was just about cancer, think again. They’ve just thrown a gauntlet at Pfizer (PFE) with their new FDA-approved pneumococcal vaccine, Capvaxive.

For context, Pfizer has been leading the pneumococcal vaccines market like a seasoned quarterback with its Prevnar shots, raking in a cool $6.4 billion just last year.

Just last week, though, Merck got the green light from the FDA for Capvaxive, designed specifically with adults aged 18 and up in mind. It zeroes in on those nasty strains most responsible for causing pneumococcal disease in adults aged 50 and older. Between you and me, that makes it one-up on Pfizer’s Prevnar 20.

Now, I hear you asking, "John, is FDA approval the finish line?" Not by a long shot. This is just the intermission. Next up, we've got the CDC’s advisory committee recommendations, which could turn this game on its head.

At this point, most adults look to Pfizer for their shots. But, if the CDC switches their recommendation in favor of Capvaxive, they'll be the ones leading the charge in the pneumococcal vaccine market.

So, what does that mean for stockholders?

Excluding Capvaxive’s potential earnings, Merck has actually been on a roll, making more dough in the first quarter of this year than a baker's first shift.

In the first quarter alone, their vaccine portfolio, headed by GARDASIL, saw a 17% increase in sales. Even currency headwinds didn't stop Merck from outdoing itself.

After 13 consecutive annual hikes, Merck dishes out dividends like candy at a parade. You're looking at a yield of 2.4% - a sweet deal if I ever saw one.

And I have to say, Merck's been putting on quite a show, outperforming the Healthcare ETF over the last decade with 225% returns.

But here's the best part - the show isn't over. With expected EPS growth of 14% and 8% in 2025 and 2026 respectively, this stock is undoubtedly on a tear. With an A+ credit rating and a below 1x leverage ratio in 2024, Merck is proving to be a standout in the healthcare arena.

Now, I’m not one to tell you where to put your money, but if Merck keeps up this pace, their path of robust EPS growth and a powerhouse portfolio could make them a standout in your portfolio too.

So, maybe give that old stock a new look. Who knows? It could be just what the doctor ordered.

 

https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png 0 0 april@madhedgefundtrader.com https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png april@madhedgefundtrader.com2024-06-25 12:00:112024-06-25 12:29:25More Than Meets The (Wall Street) Eye
april@madhedgefundtrader.com

June 20, 2024

Biotech Letter

Mad Hedge Biotech and Healthcare Letter
June 20, 2024
Fiat Lux

 

Featured Trade:

(VAX TO THE FUTURE)

(AMGN), (RHHBY), (BNTX), (MRNA), (GNCA), (IOVA)

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