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Raise the Line
Who Was Medicine Designed For?: Dr. Joel Bervell, Internal Medicine Resident and “The Medical Mythbuster”

Raise the Line

Play Episode Listen Later Aug 27, 2026 30:42


"I'd already finished my cardiovascular unit. I'd finished my pulmonary unit. I had never heard about this in any of my classes." That was Dr. Joel Bervell's reaction to discovering that a device used every day in hospitals -- the pulse oximeter -- reads less accurately on darker skin tones. He posted a 30-second video about this consequential discrepancy that, to his utter surprise, gained over 500,000 views by the next morning. That video launched Dr. Bervell into orbit as a social media presence and created his identity as The Medical Mythbuster. In just a few years, he's built a following of two million people, earned a Peabody Award and was named to the inaugural Time 100 Creators list, all while finishing his residency.  On this episode of Raise the Line, host Lindsey Smith welcomes Dr. Bervell to explore the roots of this kind of bias and the real world impact of drawing attention to it. “The most impactful biases in medicine exist because no one stops to ask who was included in the original data and who was left out,” Dr. Bervell explains. Stay tuned to also learn about: His YouTube animated series The Doctor is In which helps kids understand how their bodies work, as well as providing medical role models; How to build trust with marginalized communities; His forthcoming book, The Default Body which examines who medicine was actually designed for. Mentioned in this episode:Dr. Bervell on InstagramTikTok ChannelFacebook"The Doctor Is In" Show If you like this podcast, please share it on your social channels. You can also subscribe to the series and check out all of our episodes at www.osmosis.org/podcast

Raise the Line
Building A Nursing Workforce That Reflects The Patients It Serves: Dr. Ernest Grant, Vice Dean for Diversity, Equity, Inclusion, and Belonging at Duke University School of Nursing

Raise the Line

Play Episode Listen Later Aug 20, 2026 32:06


Despite gains in recent years, Black, Hispanic, and Asian communities are still under-represented in the U.S. nursing workforce. We're going to explore that gap and how to close it on this episode of Raise the Line from Elsevier with Dr. Ernest Grant, Vice Dean for Diversity, Equity, Inclusion and Belonging at the Duke University School of Nursing. "You get a patient who is more compliant when they see someone who looks like them, who is from their culture and who can advocate on their behalf," he tells host Lindsey Smith.  Dr. Grant bases that and other insights on a rich professional background that includes 50 years in nursing, being a leading advocate for his profession and breaking down barriers himself as a male nurse of color and the first man elected president of the American Nurses Association.  In this thoughtful conversation, Dr. Grant reflects on what it took to earn credibility in leadership roles, how he's navigating the political climate on DEI initiatives, and the causes and solutions to the persistent shortage in nursing faculty, among other pressing issues. Tune in for a uniquely-informed look at what it will take to build a stronger, more representative nursing profession. Mentioned in this episode: Duke University School of Nursing American Nurses Association If you like this podcast, please share it on your social channels. You can also subscribe to the series and check out all of our episodes at www.osmosis.org/podcast

Ultimate Guide to Partnering™
308 – 7 Partner Secrets Microsoft’s New Channel Sales Leader Just Exposed at UP LIVE

Ultimate Guide to Partnering™

Play Episode Listen Later Aug 16, 2026 29:56


Don’t miss this massive channel shift! Subscribe to our Newsletter:https://theultimatepartner.com/ebook-subscribe/ Check Out UPX:https://theultimatepartner.com/experience/ In this episode of the Ultimate Partner Podcast, host Vince Menzione sits down with Alexandra Zagury, Corporate Vice President of Channels at Microsoft, to explore ecosystem shifts, partner-led growth, and AI transformation. https://youtu.be/9jrSGX5bM90 Key Takeaways Microsoft’s telemetry and propensity data offer unprecedented insights that many partners are currently failing to unlock. Partners must evolve past basic licensing models and build comprehensive managed service stacks across the entire customer lifecycle. Establishing an AI Center of Excellence on the Microsoft platform is critical for capturing future market share and technical intensity. The modern tech ecosystem demands a shift from product-led growth to true partner-led growth driven by multi-partner collaboration. Renewal engines targeting 110% to 125% retention require an always-on motion starting well in advance of contract expiration. Investing in sales readiness and precision velocity training ensures that end sellers can effectively articulate the value of the Microsoft platform. If you're ready to lead through change, elevate your business, and achieve extraordinary outcomes through the power of partnership—this is your community. At Ultimate Partner® we want leaders like you to join us in the Ultimate Partner Experience – where transformation begins. Key Tags Microsoft, telemetry, Hyperscalers, channel, small medium enterprise, telcos, hosters, SSPs, Cisco, CSP, agentic GTM, propensity data, SPX, PUPP, cloud descent, MSPs, managed XDR, Agent 365, skilling, co-sell, renewals, flywheel, AI Center of Excellence, enterprise Transcript Alexandra Zagury Audio Podcast [00:00:00] Alexandra Zagury: One of the things that I think is the best kept secret at Microsoft is the telemetry that we offer our partners. [00:00:08] Vince Menzione: You can feel it happening. The ecosystem is shifting beneath us, the way Hyperscalers are partnering, how AI is remaking the channel and what it means to win in 2026. Welcome to the Ultimate Partner Podcast. [00:00:22] Vince Menzione: I’m Vince Menzi, own your host, and each week I sit down with leaders at the intersection of technology. Partnerships and outcomes. The voices shaping how ecosystems actually work. We talk about what’s real, what’s changing, and what it takes to lead in this era where the partner channel isn’t just part of the strategy. [00:00:41] Vince Menzione: It is the strategy because being in the room changes everything. Let’s [00:00:46] Guest: start. [00:00:50] Vince Menzione: I am thrilled because I get to have a leader that is somewhat new in role and is the corporate vice president of channels for Microsoft. And so Alex is here to, is joining us for the first time at Ultimate Partner. I’m thrilled to have you. Thank, thank you so much. Thank you so much. Welcome, welcome. [00:01:14] Vince Menzione: Thank you. Thank you. You and I are gonna be in the center seat in the middle. Okay. Yeah. Yeah. We wanna. So I am thrilled. Um, you’re relatively new in your role at Microsoft. [00:01:24] Alexandra Zagury: Seven months. [00:01:25] Vince Menzione: Seven months, [00:01:26] Alexandra Zagury: yes. [00:01:26] Vince Menzione: Wow. That’s a, that’s a crazy. So take us through, ’cause for those who don’t know you, but a little bit of an introduction, your title, your role, CVP, and uh, your remit. [00:01:37] Vince Menzione: Let’s talk about that and what your organization is focused in, in your mission. Yeah. [00:01:41] Alexandra Zagury: So hi everybody. Really exciting to be here. Thanks for the invitation, Vince. I always love to be with partners and with the channel. So my, I came to Microsoft to lead a new role, which we call Global Channel Sales, and it was part of the strategy of Microsoft to really bet on the growth in small, medium enterprise. [00:02:04] Alexandra Zagury: With the channel partner led growth. So my remit is really to lead our managed partners, but also to lead the strategy when it comes to the channel. Very specifically looking at the telcos, the distributors, the hosters. The sis and, uh, the SSPs of course. And, and so my role can be summarized in one word growth, and that’s what we do every single day is map our ambition to your ambition and figure out how we actually conquer this age of ai. [00:02:40] Vince Menzione: It’s a pretty big role. It’s a pretty, you know, I forgot about hosts ’cause we don’t, we don’t talk about them as much these days in the cloud. [00:02:48] Alexandra Zagury: Still a lot [00:02:48] Vince Menzione: of opportunity. You’ve got, and you’ve got all the telcos as well, which are pretty significant organizations, right? Lumen Field, just around the corner. [00:02:56] Vince Menzione: Mm-hmm. Right up the. Right up, I said across the river, but it’s across the pond in Seattle. And, uh, what does that look like from an organization perspective in terms of dollars? Are you allowed to disclose numbers? [00:03:08] Alexandra Zagury: No, we [00:03:08] Vince Menzione: don’t talk numbers. Okay. And, but you have a long career in this type of environment, in this role. [00:03:15] Vince Menzione: 10 years at Cisco, right? [00:03:17] Alexandra Zagury: Mm-hmm. [00:03:17] Vince Menzione: Tell us a little bit more about your background, [00:03:18] Alexandra Zagury: please. Yeah, sure. Um, well I started out as a, a sales leader. Uh, actually I started out in banking, if you wanna go all the way back. Um, but I fell in love with the channel actually, when I was at Yahoo, believe it or not. Wow. [00:03:32] Alexandra Zagury: Because it was the first interact sales model that I had the privilege to operate in, and I really understood. Stood the power of going through a channel. And then I was at Blackberry where I, I, I also, um, well had various sales leadership roles, but our model was all through, was all through the channel. [00:03:51] Alexandra Zagury: Yes. Um, some startups and then help [00:03:54] Vince Menzione: in those days too, right? [00:03:55] Alexandra Zagury: Yeah. It was all sps and I learned from Jim Balze the channel fundamentals. So, um, and then ended up, of course, at Cisco the last. Nearly 11 years, which I think is also one of the greatest channel companies. Yes. And really has thrived in a partner, partner led growth, and in a partner led model. [00:04:12] Alexandra Zagury: And so when, when Microsoft called, I mean, this was just the opportunity of a lifetime. To lead the channel during an era where we’re all getting disrupted, we’re all having to blueprint new systems, new ways of working, where go to market is getting identified, and we’re all having to figure out how to become customer zero ourselves, but then also how to go to market. [00:04:36] Alexandra Zagury: With, with agents. And so this was the, the most exciting time that I could think of to join the Microsoft ecosystem and really take us to the next level. [00:04:44] Vince Menzione: Well, your background is perfect for this. I, I, Rodney Clark is a friend, has been a guest on the podcast and in, in the studio, and I think of Cisco is the quintessential channel company. [00:04:56] Vince Menzione: Like when I think about how channel got created and how it worked well, it was always Cisco that did it. So give us like your perspective now, like seven plus months and like how does this feel like you’ve You’ve got a big remit and, uh, various, uh, routes to market. We’ll call them, uh, channels to market. [00:05:14] Vince Menzione: So take us through a little bit of that, like Yeah, sure. [00:05:16] Alexandra Zagury: Describe [00:05:16] Vince Menzione: the transition, what it’s been like [00:05:18] Alexandra Zagury: for you. So one of the things we’re focused on is supporting the channel through the transformation, and we look at it in a couple of lenses. The first lens is really helping the channel become customer zero. [00:05:29] Alexandra Zagury: We really believe that the partners that invest in. Actually identifying their own processes and their own go go to market are the channels, are are the partners that it can actually win because if you are using it, you’re gonna be able to sell it. The second layer is all about technical intensity, and I’m very passionate about this because I see it from two lenses. [00:05:51] Alexandra Zagury: One is. I would like each and every of our partners to lead in building an AI Center of Excellence based on the Microsoft platform. It is a unique opportunity. I can give you lots of numbers, right? We’ve all heard about the trillions of agents that are gonna be here by 2030. We’ve all heard about the tam. [00:06:12] Alexandra Zagury: I mean, our TAM is going from 777. Million to over a billion, uh, to over a trillion. I, it’s, the numbers are just enormous, insane, right? Over half a billion of customers in our base that are using, that are, that are based already on the Microsoft platform. So all the goodness of our IU IQ platform can be unlocked with all the services that the partners can build. [00:06:36] Alexandra Zagury: So investing in that technical skilling and building those practices are gonna be, is gonna be essential. The third part. The third pillar is all about ag agentic, GTM. So once you’re actually using, uh, the Microsoft platform, you’re gonna have to reimagine all your business’s pro processes, your sales processes, and the more that you are integrated into how we do, how we do things. [00:07:00] Alexandra Zagury: One of the things that I think is the best kept secret at Microsoft is the telemetry that we offer our partners. Yeah. I mean, it’s unbelievable. I’ve never seen the quality of propensity data. And now I’m gonna give you the ABCs, which is please, A SPX, which is where we get all our copilot data, PUPP, which is our proposal upsell, uh, planner, right, cloud descent, where you can actually get your next action directly to your sellers. [00:07:27] Alexandra Zagury: There is just so much goodness that we give, which is part of our, our investment in partners. Which takes me to the fourth pillar, and that is all about value alignment and one of the things that I’m very focused and I bring with me from, from Cisco and the work that I did with MSPs is really thinking through what is that value exchange between us and the partner. [00:07:49] Alexandra Zagury: I believe that I’m in the business of earning your trust. Earning your preference. And, and, and we do that by really mapping that value alignment. So not just, one of the things that the whole industry has copied from Microsoft is really looking at our incentives across the customer lifecycle. Yes. So really mapping the value alignment across the customer lifecycle, not just at the point of the deal. [00:08:13] Alexandra Zagury: ’cause that was the whole purpose of CSP. That’s right. The investments we make in tele telemetry, the investments we make in our go-to-market assets and having those bi-directional feedback loops so that we can be continuously improving. So those are sort of the things that I’m thinking about every day. [00:08:29] Alexandra Zagury: There’s a couple of others as we lead and support you in this transformation. ’cause I think of my job as to supporting and driving growth with you so that we have that joint ambition. But also supporting the transformation that both of us are on this journey. [00:08:44] Vince Menzione: And Microsoft was the first with Jay McBain was with us yesterday, and we talked, we’ve talked about this before, but you were the first company to take and look, get rid of the old metal systems, right? [00:08:55] Vince Menzione: The bronze, silver, gold, mm-hmm. And move to basically a point system for partners so that they can come at it from a kind of a global perspective on how they drive success. What was, um, what did you learn about this partner community, your first months that you didn’t expect? [00:09:12] Alexandra Zagury: Can I say something controversial? [00:09:14] Vince Menzione: Absolutely. Okay. [00:09:14] Alexandra Zagury: I love, [00:09:14] Vince Menzione: we love controversial, [00:09:15] Alexandra Zagury: so I think one of the things that I was surprised was that I didn’t see all the partners really unlocking the value of CSP. Yeah. What do I mean by that? When Microsoft moved to the Point System, and I was on the other side, really, I was so jealous of CSP when I was running managed services. [00:09:34] Alexandra Zagury: Here’s an offer that is for partners, for Partner that gives you that initial. Guarantee in terms of the margin that helps you throughout the customer life cycle with all the incentives and, and programs that we have. And I didn’t see, I mean there are some partners, but I was surprised not seeing more partners really building their value stack and their services across the lifecycle. [00:09:59] Alexandra Zagury: And I think there’s such a great opportunity now to do that. That was one of the most surprising things I thought. Oh my gosh, there must be so many, so many services stack, so many people really unlocking, unlocking that, that value. That was a, that was a little bit surprising. [00:10:14] Vince Menzione: Why? Why do you suppose, why do you suppose that was happening? [00:10:17] Alexandra Zagury: I think some of the things that we were listening here, there’s some, sometimes complexity. There are things that we still have to. Get better on, and I’m one of the first ones to say that like our partner experience, we have, um, you know, a lot of focus right now on partner center and ensuring that we’re identifying it. [00:10:36] Alexandra Zagury: I don’t know if I can say it, but, you know, one of the things that we’re looking at is replicating internally. We have Agent J. That supports our sellers through the sales process. Nice. We’re looking at having something similar for our partners. Very cool. Getting some claps there. So, yeah, so, uh, I think, you know, that I, some, there are some lockers that we, we have to acknowledge a lot of them are operational and comes with being a 50-year-old company. [00:11:02] Vince Menzione: I, I’ll give you my perspective too. I wanna get your thoughts on this. ’cause I got to, I’ve gotten to know this MSP community, which is a, you mentioned managed services and that, um, I think that some of them, well, I think Microsoft is leaning in, in a much bigger way. Um, we had Jose on stage yesterday and just the, the energy around the room, there he is, he’s back here. [00:11:23] Vince Menzione: The energy in the room around the MSP community is palpable and it maybe it wasn’t there a few years ago. Maybe some people got off the bus, so to speak, like they weren’t really paying attention mm-hmm. To all the change and all the investments. That you men, you’re mentioning or being made to support this, would you, what would you say about that? [00:11:42] Alexandra Zagury: Yeah, I’d say that that that is correct, but I’d also say that what I learned, you know, leading MSP at Cisco was that. All the stars have to be aligned, right? And if one thing is not right, if you don’t have product market fit, if you, if you, if you don’t have a good way to, uh, consolidate your offer, if you don’t have that investment in practice development, like there’s a series of things that we need to get right. [00:12:07] Alexandra Zagury: And I think Jose and I spent a lot of time thinking through those things and we’re, we’re ready to, to welcome the community and specifically around security. I mean, that was the second thing that I was really surprised because I lost so many deals on the other side to Microsoft, and I was like, and then I come on this side and I’m like, there’s all this opportunity everywhere. [00:12:28] Alexandra Zagury: I look underneath this chair, this opportunity, and I’m like, why are people not going after it? There is the opportunity to build managed XDR solutions, the opportunity to reinvent the song. There’s, there’s just so much opportunity and I think people get so stuck in the. Just thinking of it from a licensing model and not thinking it from the, the full on end-to-end value that you can then unlock through the best licensing model on the planet. [00:12:55] Alexandra Zagury: And so, look, we’re here, we’re, we’re ready to talk to all of you and, and really figure this out ’cause we are gonna place really bet big bets next year on ensuring that we’re growing with the MSP community. [00:13:08] Vince Menzione: So what are you personally focused on in changing Microsoft to drive this. [00:13:13] Alexandra Zagury: Well, uh, I don’t know. [00:13:14] Alexandra Zagury: Changing is a, is a, is a big word. Well, I like evolution, change, [00:13:17] Vince Menzione: evolution, evolving. [00:13:18] Alexandra Zagury: You know, I [00:13:19] Vince Menzione: transition. [00:13:21] Alexandra Zagury: I think there is, there is a couple of things that I’ll say that one of the things that I, I’m really focused on right now, the first one is skilling. We’re at a time of such transformation. That investing in skilling, and if you look at our skilling model, it has four pillars. [00:13:37] Alexandra Zagury: The first pillar we’re best in class, in which is certification specializations, and making sure that our ecosystem is certified to go to market. The second one, which we call project ready. It’s sort of how we help you, uh, technically skill the folks that sit in your practices. And there’s more work to do there, and there’s more that you can learn about how we can actually help you. [00:13:59] Alexandra Zagury: And then the middle part I’m obsessed with right now, which is sales ready and tech sales ready. So it is ensuring, because AI is new for everybody. Yes. It’s a muscle, it is a proposition that you have to sell it’s value that you’re selling. I, I love what the gentleman from Lenovo was talking about. It’s, it’s that CSB always on motion. [00:14:21] Alexandra Zagury: Yes. And so really getting very crisp to the end seller at the, at the reseller. For example, at the end, seller at the partner about why Microsoft. Why now, how do I sell and how do I win? And giving them the assets, the competitive battle cards, the, the, the ability to end objection handling all these. Great, we have them. [00:14:45] Alexandra Zagury: I mean, the amount of content we have, but it’s about doing it at what I call precision velocity. [00:14:51] Vince Menzione: Precision [00:14:51] Alexandra Zagury: velocity, right? Which is this concept of how do we get very precise at a persona level. So that we get the velocity of impact. And so I’m, I’m very obsessed with that right now. And there’s two other things I’m very obsessed with, right? [00:15:04] Alexandra Zagury: The other one is this practice building, ensuring that we are together building these AI centers of excellence, um, especially for all our managed partners. This is something that I’ve put on, uh, every single PDM in our org is gonna, is gonna be talking about that. And then the third one is one that I find super interesting, which I think all of us. [00:15:25] Alexandra Zagury: Have a lot of work to do, which is partner to partner. [00:15:29] Vince Menzione: Yes. [00:15:29] Alexandra Zagury: If we look at a customer outcome, thank you. A customer outcome is built of many partners, right? There’s so many different touch points. I think some folks talk about seven partners in, in a customer outcome, and so how do we actually. Use agents, use agent solutions to suddenly unlock this opportunity because most of the time you’ll see an SSP with an si, maybe an ISV in the middle of a transaction to deliver on that customer outcome. [00:16:04] Alexandra Zagury: Yes. So what can we Microsoft do? And I’d love ideas, right? I haven’t cracked this. I don’t think the industry has completely cracked this. It’s more of a, a science than, than, well, more of an art than it is a science today. So that’s the third thing that I, I, I’d love to really improve and, and get better at. [00:16:20] Vince Menzione: I wish you got to see my slide earlier. ’cause I had the seven seats. I had this, I had the seven partners surrounding the customer. Customer is able to make their decisions now because with their cloud commitments [00:16:31] Alexandra Zagury: mm-hmm. [00:16:32] Vince Menzione: They’re in the, they’re in the seat where it used to be. I would rely on the partner to tell me what to do. [00:16:38] Vince Menzione: I, I’m cobbling together the best solution for my organization. Based on the trusted partners, to your point, those seven seats, and that’s partner to partner action. And Jay McBain was here yesterday and he took us through a great example. It’s AstraZeneca, that Microsoft won AWS, thought they were gonna win the deal, and then there were Microsoft partners in involved. [00:17:00] Vince Menzione: And the, the decision was made in December, but the deal didn’t happen until July. And that whole process was because all these different partners showed up. And influence the decision and the solution areas for that customer. [00:17:12] Alexandra Zagury: Yeah, that’s the best example of PLG partner led growth in action, which I think, again, that is the other thing that I’m super excited about is that actually p proving in the AI era that it’s about PLG as partner led growth, not the other PLGI. [00:17:31] Vince Menzione: I love that. I love that. Instead of product led growth, it’s partner led growth. So I understand there’s three layers that you’re very interested in that you want, you were gonna take us through today. Okay. Do you know about this, [00:17:44] Alexandra Zagury: the layers [00:17:45] Vince Menzione: of we have, uh, copilot chat. Oh, yes. 365 and, and agents. [00:17:49] Alexandra Zagury: Yeah. [00:17:50] Vince Menzione: From a product perspective, I thought maybe, [00:17:51] Alexandra Zagury: yeah, sure. [00:17:52] Alexandra Zagury: This is, I mean. This is the, uh, advantage of choosing the market Microsoft platform. Yeah, so as you look, look at it, there’s, there’s definitely different options, but when you look at Microsoft, what’s really, really interesting is that we have all the, all the layers. There’s no AI without data, and we’ve got that data foundation. [00:18:15] Alexandra Zagury: We also have the intelligence data foundation, right? Then we’ve got the, the layer of actually building those AI agents, and then the last layer that we have is actually the experience or the application layer. So when you look at our platform is a completely integrated platform with the different choices. [00:18:35] Alexandra Zagury: We are not behold, beholden to one LLM or another LLM. You’re actually able to bring your data and, and bring the LLM that you want to deliver on the, on the outcomes that you need. And I think that is very, very unique about our proposition. Yeah, I [00:18:50] Vince Menzione: agree. [00:18:50] Alexandra Zagury: But the other thing that is unique, it’s the most exciting product out there. [00:18:55] Alexandra Zagury: Agent 3, 6 5, our own oh oh seven. It really is a differentiated proposition that every single partner can build services around. Starting with your advisory services, tell me customer, what is it that you are thinking of? Then you actually move on to thinking about security because again, just like there’s no AI without data, you have to start with that data foundation. [00:19:24] Alexandra Zagury: There’s no AI without security and no security without ai. And so really thinking through how, uh, agent 3, 6, 5, I love it. I get these claps once a, I love, love really thinking about how Agent 3, 6 5 really unlocks, not only. A security budget, but an observability budget because you can do both. You are talking to both, uh, folks at the customer, right? [00:19:47] Alexandra Zagury: You can actually start talking about how you’re gonna actually govern all of these agents, manage all of these agents, but also there’s the observability layer, which is gonna tell you what actually can you do? How can you actually deliver on the outcomes that we all want from ai, which is productivity. [00:20:05] Alexandra Zagury: Experience and efficiency and all the other things. So I think this is the biggest opportunity this channel has ever seen, and every single partner is gonna have to make a choice on what platform they’re gonna lead with, and we believe it should be ours because it is completely integrated across these three layers with our very own oh oh seven. [00:20:30] Vince Menzione: I wanna get your perspective, but it feels like many of these partners in the MSP community are stuck at that CSP level. We were having this conversation about getting through that, coaching ’em through it. What would your be your perspective on that? [00:20:44] Alexandra Zagury: Um, I’d say, uh, use this moment to unlock that opportunity. [00:20:50] Alexandra Zagury: First off, invest in your skills. Get your, get your team skilled and, uh, on Microsoft, build your center of excellence. Map out your strategy where actually you’re gonna monetize and use all the different assets that we have. And if you are being really, um, I mean, most of them are serviced through a distributor. [00:21:12] Alexandra Zagury: Make your distributor accountable for supporting you in packaging the offers and giving you the, uh, information that you need in terms of skilling. And then in terms of co-selling, again, distributor has a lot of tools that can help you understand how to unlock the co unlock, the co-selling opportunity with Microsoft. [00:21:35] Alexandra Zagury: I think that’s another really big competitive advantage that Microsoft has. When, uh, Microsoft changed what it started by, by, by changing its strategy. I think clarity is kindness. We were very, very clear that where we want, we wanted partners, of course, to play an enterprise with a services stack, but we were very clear that we were betting on a partner led growth in small, medium enterprise, right? [00:22:03] Alexandra Zagury: And so we’ve built our whole operating system. Around that. And so I think it’s really about finding the information that you know you want, planning your strategy, getting skilled and go to market with us. Our co-sell Advantage is very, very unique. It is one of the only companies that has the sales teams completely aligned because CSP is our hero motion. [00:22:29] Vince Menzione: So being with a customer through the journey on CSP, but also renewals are a big component of growth. Talk to us about that. [00:22:36] Alexandra Zagury: Yeah. Renewals are, uh, a machine and an engine that is just absolutely beautiful. It’s your [00:22:42] Vince Menzione: flywheel. [00:22:43] Alexandra Zagury: It is your flywheel. Um, and it is the gift that keeps on giving. We, of course, have a very focused, um, and in fact, one of the things that I’ve done since. [00:22:52] Alexandra Zagury: Uh, since we’ve started, it started a very focused motion in terms of looking at our renewals. We have very specific targets. We, we like to see a renewal at 110% at the moment of renewal. And then we like to see a motion, t plus three, T plus six. That gets us to that a hundred and and 25%. But what we’ve also found out is that this needs to be an always on motion. [00:23:18] Alexandra Zagury: So one of the things that we’re doing is using this concept of precision velocity becoming very rigorous. ’cause we have all the data. Yeah. In terms of what is that next action, and really looking at starting that renewal process, we see that the partners that are able to reach the targets are the ones that start at T minus. [00:23:36] Alexandra Zagury: Six, maybe T minus three, you’re cutting it, but T minus six. And really building that constant motion, getting out in front Yeah. With the customer is really important. And then of course, we now even have these amazing go back motions, uh, with, with our partners where we actually, after the renewal, we go and. [00:23:56] Alexandra Zagury: The renewal was not at the target. We just constantly keep on going. Uh, going back with the, with the partners and we’ve unlocked a, a bevy of data. We, our operating model, we call it the pods, where the PDM sits at the center and orchestrates it with all the different roles that we have. And so we now have a very systematized moment, uh, motion of how to do the renewals. [00:24:18] Vince Menzione: So for the partners in the room, what’s one investment that they should make and what should every partner in the room do differently? Going into, uh, July 1st. [00:24:27] Alexandra Zagury: Well, I think the first thing, remember, CSP is our hero motion, so really for, uh, real, really focused on that. But the one investment, can I say two? [00:24:38] Vince Menzione: Please, please. [00:24:38] Alexandra Zagury: Your time. The, the first one is skilling, right? This is the time. [00:24:43] Vince Menzione: Yeah. [00:24:43] Alexandra Zagury: Technical intensity is super, super important, and really making those investments in skilling not only from a practice perspective, your your, your technical practice, uh, teams, but also from a sales readiness perspective. [00:24:59] Alexandra Zagury: This is a new muscle. It’s we’re all learning how to truly sell outcomes, and so getting your sales teams ready. Is is really important. And then the second one very tied to that is building your AI Center of Excellence based on the Microsoft platform. Because as we go into FY 27, you will see that the partners that prefer and grow with us are the ones that will see the investment come to them. [00:25:28] Vince Menzione: So I want to use the term front. I I, I’ve been avoiding the term frontier firm, but I think it is super critical. Everything I’ve heard today, like you need to be customer zero. You need to get in train, advance on it and go build against it. [00:25:41] Alexandra Zagury: Absolutely. Well, if you had, let me a third, I would’ve said customer zero. [00:25:46] Vince Menzione: You have it? Alright. We have less than a minute. Would you be okay if we ask for like maybe one question? Yeah, absolutely. We’ll do like one, maybe two. So good to have you by the way. Thank you, Vince. So nice to have you here. [00:26:04] Vince Menzione: I think we did such a good job. Oh, here we go. Here’s, here’s fun. A mic is coming your way. [00:26:20] Vince Menzione: Thank you. Here we go. Okay. [00:26:22] Guest: So we’ve been very keen on, um, skilling our people, and I still find it very hard to get all of the information out of Partner Center to get a complete global view. Are you and your team thinking about maybe having an MCP server access and having a real portal working with that data? [00:26:41] Alexandra Zagury: You just touched on one of our areas of improvement. Absolutely. In fact, um, thank you for, stay tuned for holding us accountable to that. That is definitely one of the things that we’re working on is how to integrate skilling hub into partner center. Right. As most of you will know, there are it Qs, and so that’s one of the things that we are definitely prioritizing, but thank you for holding me accountable to that one. [00:27:09] Vince Menzione: Awesome. [00:27:13] Vince Menzione: We have one more back here, David. I see. We wanna see how fast they can move that microphone across the room. Relay system here. The relay team. There we go. [00:27:25] Guest: That was excellent, Alexander. Thank you. And welcome. [00:27:28] Alexandra Zagury: Thank you. [00:27:29] Guest: Can you point to a specific example? ’cause I think it’s so critical what you highlighted just the skill piece and the customer outcomes piece. [00:27:35] Guest: Right. Can you point to a specific example of a story that you really love that highlights, uh, customers lighting it up with ROI. [00:27:44] Alexandra Zagury: Yeah, I think, you know, we’re, we’re, we’re a platform, so I just saw a win wire. Like at Microsoft, we get these win wires all the time about how an SSB actually won a, a deal against one of these big AI only companies. [00:28:00] Alexandra Zagury: And it was really about selling the full platform, right? Yeah. Because if, if you, if you put a full platform against an LLM proposition, I mean, the full platform really stacks up because it’s completely integrated. It’s not behemoth to one, you’re not making a bet on one company. And it really highlighted our mantra around trust and intelligence. [00:28:24] Alexandra Zagury: The customer was able to see, they, they were an M 365 customer, so all their iq, all their intelligence was already there. They knew that they, there were guardrails against it. They had a problem with shadow ai and by actually standardizing on copilot and going on that journey from copilot paid to agents, they sue the, they saw the full, uh, value proposition. [00:28:49] Alexandra Zagury: And so we won that deal and it was one of the. First E seven deals that we won, so it was great. [00:28:55] Vince Menzione: Fantastic. Great. Congratulations. [00:28:57] Alexandra Zagury: Thank you [00:28:58] Vince Menzione: Alex. I am so honored and thrilled that you got, you chose us to be your I I would say the first big Yeah, absolutely. Presentation in front of the partner community. [00:29:07] Vince Menzione: I’m so excited to have you. [00:29:08] Alexandra Zagury: Thank you [00:29:09] Vince Menzione: guys, and hopefully many more times ahead with us. [00:29:10] Alexandra Zagury: Absolutely. Invite me at anytime. [00:29:12] Vince Menzione: Okay. Well, thank you [00:29:13] Alexandra Zagury: so much. [00:29:14] Vince Menzione: Thank you. So great [00:29:15] Alexandra Zagury: to have you. Thank [00:29:16] Vince Menzione: you so much. Thanks for listening to The Ultimate Partner Podcast. If today’s conversation resonated, share it with a partner leader in your network. [00:29:26] Vince Menzione: Subscribe where you listen, and head over to the ultimate partner.com. For show notes related content and the resources for this episode. And if you haven’t already, now’s the time to register for the Ultimate Partner Live Event in Reston, Virginia, October 26th through October 28th. Until next time, keep showing up in the rooms that matter because being in the room changes everything.

Raise the Line
The Unexpected Similarities of Elite Sports and Medicine: Samantha “Sammy” Kolowrat, Olympic Athlete and Anesthesiology Resident at Vanderbilt University

Raise the Line

Play Episode Listen Later Aug 13, 2026 21:21


What does it take to compete on the world's biggest stage and then pivot to one of the most demanding training paths in professional life? Today's guest, Samantha "Sammy" Kolowrat, has done both, and she has some fascinating insights into the commonalities of those two worlds on this episode of Raise the Line. “Something that really drew me to medicine is the team atmosphere that's there as you work towards a common goal, and there's this level of intensity that's very reminiscent of the experiences I had as a professional athlete.” Originally from Prague, Kolowrat represented Czechia at six IIHF Women's World Championships and the 2022 Beijing Olympics, and also captained the Division I women's hockey team at the University of Vermont while earning degrees in biology and pharmacology.  As she starts an anesthesiology residency at Vanderbilt University, she credits her athletic career with shaping how she handles pressure, feedback, and teamwork in medicine. "The more I improve, the more knowledge I acquire, the more skills I hone, the better care my patients get," she tells host Lindsey Smith, describing what drew her to a field that rewards the same relentless fine-tuning as elite sports. This engaging conversation also explores: How crippling performance anxiety as a Division I athlete ended up preparing Kolowrat for the operating room; Why she was drawn to anesthesiology's "well-oiled machine" atmosphere; The mentorship gap she's working to close for the next generation of athlete-physicians. Mentioned in this episode: Vanderbilt University Anesthesiology Residency Program If you like this podcast, please share it on your social channels. You can also subscribe to the series and check out all of our episodes at www.osmosis.org/podcast

FT News Briefing
Spain's migrant crisis exposes serious challenges for young Moroccans

FT News Briefing

Play Episode Listen Later Aug 11, 2026 12:07


Wall Street giants are partnering with Nvidia on a $500bn AI financing deal, the mega-merger between AstraZeneca and Bristol Myers Squibb has been put on ice, and queues at some EU airports have doubled because of border checks. Plus, the FT's Malaika Kanaaneh Tapper explains why Morocco's economy isn't helping its young workers. Mentioned in this podcast:Wall Street giants partner with Nvidia on $500bn AI financing dealHow AstraZeneca's pursuit of US rival Bristol Myers unravelledEU airport queues double due to border checks Hotel prices in Europe surge ahead of historic eclipseSpain's migrant amnesty a ‘very bad idea', says Swedish PMMorocco's two-speed economy leaves young workers behindWant to get in touch? Email us at podcasts@ft.comFT subscription finder: https://find-your-subscription.ft.com/?segmentId=288f5dc5-4a4b-0745-84da-8f07c7202cd4 Note: The FT does not use generative AI to voice its podcasts The FT News Briefing is produced by Victoria Craig, Sonja Hutson, Saffeya Ahmed, and Katya Kumkova. Our editor is Marc Filippino. Our show is mixed by Sam Giovinco and Alex Higgins. Additional help from Gavin Kallmann, Michael Lello, Peter Barber and David da Silva. Our executive producer is Topher Forhecz. Flo Phillips is the FT's global head of audio. The show's theme music is by Metaphor Music.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

The I Love CVille Show With Jerry Miller!
AstraZeneca Will Create 3600 New CVille Jobs; 501 Cherry Project To Start In Fall, Needs Grocery Ops

The I Love CVille Show With Jerry Miller!

Play Episode Listen Later Aug 11, 2026 67:00


The I Love CVille Show headlines: AstraZeneca Says It Will Create 3,600 New CVille Jobs 501 Cherry Project To Start In Fall, Needs Grocery Ops Salvation Army Needs $6.3M In 21 Days For Shelter If You Stay At Tent Town After 9/1, You Will Be Arrested AlbCo School Board Soliciting Options For Spillman Seat Local Radio Asks Why People Don't Trust Legacy News Rick Carlisle Interview On “The Jerry & Jerry Show” Do Need To Rent Office Space? Contact Jerry Miller Read Viewer & Listener Comments Live On-Air The I Love CVille Show airs live Monday – Friday from 12:30 pm – 1:30 pm on The I Love CVille Network. Watch and listen to The I Love CVille Show on Facebook, Instagram, Twitter, LinkedIn, iTunes, Apple Podcast, YouTube, Spotify, Fountain, Amazon Music, Audible, Rumble and iLoveCVille.com.

Alles auf Aktien
Wette auf Billig-Abnehmspritzen und Rhein-Risiko fürs Depot

Alles auf Aktien

Play Episode Listen Later Aug 11, 2026 23:30 Transcription Available


In der heutigen Folge sprechen die Finanzjournalisten Lea Oetjen und Philipp Vetter über den 500-Milliarden-Dollar-Plan von Nvidia, den GameStop-Rückzieher und die finanzielle Intel-Renaissance nach 55 Jahren. Außerdem geht es um Apollo Global Management, Blackstone, Goldman Sachs, KKR, Microsoft, Berkshire Hathaway, MarineMax, Varex Imaging, Teledyne Technologies, Apple, Jefferies, eBay, Boeing, Archer Aviation, Qiagen, Deutsche Bank, Deutsche Telekom, Stabilus, Covestro, Thyssenkrupp, BP, Lanxess, BASF, Natco Pharma, Novo Nordisk, Aspen Pharmacare, Sun Pharmaceutical, CSPC Pharmaceutical, AstraZeneca, Dr. Reddy's, FactSet. Am 2. Oktober findet unser „Alles auf Aktien“-Summit in Berlin statt. Mit dem Code „AAAFRIENDS“ sparst du 50 Prozent auf dein Ticket – aber nur unter folgendem Link. Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und – ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Pharma and BioTech Daily
Novo Nordisk & AWS Partner for AI Drug Discovery Breakthrough | Pharma and Biotech Daily

Pharma and BioTech Daily

Play Episode Listen Later Aug 11, 2026 5:13


Good morning from Pharma Daily: the podcast that brings you the most important developments in the pharmaceutical and biotech world. Today, we're diving into a landscape marked by remarkable scientific breakthroughs, strategic alliances, and regulatory milestones that are shaping the future of healthcare. Novo Nordisk is making waves with its new partnership with Amazon Web Services, utilizing artificial intelligence to accelerate drug discovery for chronic diseases. By integrating cloud computing and machine learning models, this collaboration highlights the increasing role of digital transformation in drug development. Novo Nordisk's commitment to innovation is further underscored by the launch of a new London Innovation Hub, enhancing research capabilities in the UK and demonstrating how technology can streamline the development of novel therapeutics. In clinical trial news, Silence Therapeutics has achieved a significant milestone with its investigational therapy Divesiran. This small interfering RNA therapeutic met primary endpoints in a Phase 2 trial for polycythemia vera, highlighting the potential of RNA-based therapies in treating complex blood disorders. Meanwhile, AbCellera's monoclonal antibody therapy ABCL635 has shown promising Phase 2 data for alleviating menopause-related hot flashes, surpassing existing treatments and underscoring the potential of targeted biologics in women's health. Regulatory achievements are further advancing personalized medicine. LabCorp received FDA approval for its PGDx elio tissue complete CDx companion diagnostic for BRAF-mutant advanced melanoma. This tool is pivotal for identifying patients who could benefit from targeted therapies, enhancing precision medicine approaches in cancer treatment. Similarly, AstraZeneca's Calquence and Enhertu have received notable endorsements, reinforcing the critical role of regulatory bodies in facilitating access to innovative treatments. The industry's business landscape is vibrant with strategic partnerships and acquisitions aimed at advancing therapeutic pipelines. Sobi's $580 million deal with Innate Pharma to advance lacutamab through Phase III lymphoma trials underscores how combining expertise can accelerate drug development and commercialization efforts. Financially, companies like Denali Therapeutics are surpassing revenue expectations with products like their enzyme replacement therapy Avlayah for Hunter syndrome, while fundraising activities are empowering biopharmaceutical companies to drive forward pain and oncology initiatives. Despite these advances, challenges persist. Sionna Therapeutics' recent clinical setback in cystic fibrosis reinforces Vertex Pharmaceuticals' dominance in CFTR modulator therapies. Additionally, Tenax Therapeutics encountered disappointment with TNX-103 failing to meet primary endpoints in a Phase 3 trial for pulmonary hypertension associated with heart failure. Manufacturing capabilities are also a focal point as Bristol Myers Squibb plans a substantial investment in Houston, reflecting an industry trend towards expanding infrastructure to meet demand and ensure supply chain resilience. However, compliance remains critical, as seen with Scholar Rock's decision to drop Novo Nordisk's Catalent facility following an FDA inspection. In contrast to setbacks, some companies are achieving breakthroughs. Jazz Pharmaceuticals' acquisition of Actio Biosciences aims to enhance their epilepsy treatment portfolio by integrating clinical-stage assets into its pipeline—a strategic move reflecting ongoing consolidation within the industry. The promise of genetic-targeted therapies is vividly illustrated by Biogen's ALS treatment Qalsody, marking a major scientific breakthrough as the first FDA-approved drug targeting a genetic cause of ALS. Patients have reported symptom stabilization and improvement—a significant advancement given ALS's progressive nature. Meanwhile, psychedelics are emerging as transformative agents in psychiatric medicine. As traditional medications often fall short, psychedelics offer hope for innovative mental health therapies supported by growing clinical and policy backing. However, navigating regulatory landscapes remains challenging. The FDA's recent actions illustrate ongoing struggles to balance innovation with oversight amidst leadership transitions. Real-world evidence is increasingly influencing regulatory decisions—reshaping how companies approach market access strategies by integrating patient experiences into evidence-based decision-making. In oncology, Replimune's melanoma drug has finally earned FDA approval after previous setbacks—a testament to persistence and the potential impact of innovative cancer therapies on patient outcomes. These developments underscore a dynamic pharmaceutical and biotech industry where breakthrough technologies like genetic-targeted therapies and psychedelics promise transformative impacts on patient care. Yet, they also highlight the complexities of bringing these innovations to market amidst stringent regulatory standards and competitive pressures. As we continue to track these stories, one thing is clear: the relentless pursuit of novel treatments remains at the forefront of advancing global healthcare.Support the show

BioSpace
Rumors of biggest pharma merger ever drop amid Q2 earnings, contentious FDA adcomms

BioSpace

Play Episode Listen Later Aug 11, 2026 23:14


The industry has been abuzz since the weekend when talks of a potential mega-merger between Bristol Myers Squibb and AstraZeneca were reported. Meanwhile, Pfizer, Merck and others release second quarter earnings, with some disclosing pipeline discontinuations and cost-cutting measures. Finally, all eyes turn to the FDA in the wake of heated advisory committee meetings for Capricor Therapeutics and Replimune.

Market Maker
Why Sainsbury's Sold Argos (It's Not What You Think)

Market Maker

Play Episode Listen Later Aug 10, 2026 51:39


Why would Sainsbury's sell one of Britain's best-known retailers for a fraction of what it originally paid?In this episode of the Market Maker Podcast, Anthony Cheung and Stephen Barnett break down the sale of Argos and explain why the headline tells only part of the story. Was this a disastrous investment, or a smart strategic decision? They explore how corporate strategy, private equity and changing consumer behaviour transformed one of the UK's most iconic high street brands.Along the way, they also discuss the latest developments at SpaceX, AstraZeneca, Shein and Snap, and what these stories reveal about today's markets and economy.If you're interested in business, investing or improving your commercial awareness, this episode explains the thinking behind one of the UK's biggest retail deals in a simple, engaging way.(00:00) This Week's Biggest Business Stories(03:00) Market Maker Meets Listeners in New York(05:06) SpaceX Earnings & AI Spending(10:09) AstraZeneca's $400BN Merger Talks(12:26) Shein's IPO Returns(15:17) Snap Earnings Surprise(20:13) Why Sainsbury's Sold Argos(21:50) Stephen's Argos Story(24:39) The £1.4BN Mistake?(30:54) Why Investors Loved the Deal(34:25) Who Bought Argos?(39:24) The Rise of Argos(42:00) Why Argos Stopped Growing(45:24) Can Argos Make a Comeback?(49:27) The Real Lesson for Investors

Pharma and BioTech Daily
Moderna mRNA Flu Vaccine Approved by FDA | Pharma and Biotech Daily

Pharma and BioTech Daily

Play Episode Listen Later Aug 7, 2026 4:17


Good morning from Pharma Daily: the podcast that brings you the most important developments in the pharmaceutical and biotech world. Today, we're delving into a series of pivotal advancements that underscore the dynamic nature of our industry. Starting with Moderna, which has recently secured FDA approval for its mRNA-based influenza vaccine, MFLUSIVA. This marks a monumental leap in leveraging mRNA technology beyond its initial role in COVID-19 vaccine development. The approval not only highlights the technology's adaptability and efficiency but also hints at a transformative future for seasonal vaccines, potentially allowing for rapid responses to influenza virus mutations. In tandem with this development, Takeda has achieved FDA approval for Orzeyful (Oveporexton), an innovative therapy targeting narcolepsy type 1. This represents a significant breakthrough as it targets the root cause of the disorder through orexin receptor modulation. The implication here is profound—offering new hope for patients who have long been underserved by existing treatments and potentially setting a new standard in managing sleep disorders. On the leadership front, Sarepta Therapeutics welcomes new CEO Michael Severino during a critical growth phase. Known for its focus on rare diseases, Sarepta faces the challenge of maintaining its competitive edge and meeting stakeholder expectations in a rapidly evolving market landscape. Meanwhile, AstraZeneca and CSPC Pharmaceutical are enhancing their manufacturing capabilities through a joint venture aimed at bolstering biologics production in China—a strategic move that positions them well within one of the fastest-growing markets for such treatments. This partnership is expected to accelerate the availability of biologic therapies across Asia. In another significant leadership change, Fujifilm Biotechnologies appoints Maja Pedersen as president, signaling a strategic shift towards strengthening its contract development and manufacturing organization operations. This move is reflective of broader industry trends emphasizing operational efficiency and strategic restructuring amid changing market demands. Elsewhere, Emergent BioSolutions has eliminated its top R&D role as part of sweeping restructuring efforts. This decision underscores ongoing challenges companies face in balancing innovation with operational efficiency amidst market pressures. In legal arenas, Galderma Laboratories emerged victorious over Sanofi regarding claims made about its blockbuster drug Dupixent. This victory highlights the importance of substantiating promotional claims in an increasingly competitive pharmaceutical marketing landscape. Turning to clinical trials, Biovie's recent study on Parkinson's disease has sparked debate due to its emphasis on composite endpoints rather than primary ones. While offering insights into specific patient subgroups, this approach raises questions about trial design and result interpretation—a critical factor for drug development success. Investment activities are also shaping industry trends significantly. Notably, Lifemine Therapeutics has secured substantial funding from high-profile investors like Bill Gates and Jeff Bezos. This investment reflects burgeoning interest in innovative biotech platforms capable of addressing complex diseases through unique mechanisms. Moreover, Icon's collaboration with Anthropics aims to integrate AI into clinical trials—an exciting development poised to streamline these processes significantly. By leveraging artificial intelligence capabilities, this partnership could accelerate drug development timelines and improve trial outcomes. Overall, these developments highlight transformative changes within the pharmaceutical and biotech sectors. Innovative therapeutics, strategic partnerships, leadership transitions, regulatory milestones, and technological advancements collectively drive significant progress in patient care and drug development. As we navigate these changes, it's crucial for industry stakeholders to capitalize on emerging opportunities while addressing associated challenges such as regulatory compliance, market competition, and operational efficiencies. Thank you for tuning into Pharma Daily—stay informed and stay ahead!Support the show

Investors Chronicle
The AI jobs crunch, medical stocks and AstraZeneca: Companies and Markets Show

Investors Chronicle

Play Episode Listen Later Aug 7, 2026 37:40


M&A activity remains rampant, and this week we start with a tie-up that would rank among the biggest deals of all time: AstraZeneca and US rival Bristol Myers Squibb. Julian Hofmann discusses the merits of the mooted $400bn deal, the drawbacks and why investors' response to the rumour has been bleak. We then turn to what could be the greatest disrupter humans have seen for decades: the rise of AI and what it means for the jobs market. As speculation runs rampant as to how many roles could be lost, Hugh Moorhead is in the studio to curb some of those concerns. Hugh explains what's actually going on, which companies might stand to benefit, which might not, and how investors should respond.Finally, Mark Robinson puts medical device maker Smith & Nephew under the microscope after its half-year figures suggest its long-awaited rebound hasn't quite arrived. But with an activist lurking on the shareholder register, could better times be on the way?Timestamps00:00 Introduction1:20 AstraZeneca15:43 AI's impact on the jobs market and what this means for investors30:23 Smith & NephewListen to more podcasts from Investors' Chronicle on Apple, Spotify and YouTubeInvestors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.

Raise the Line
Education As A Beacon Of Hope: Dr. Genesis Mwamba, Founder & Executive Director, Lead Me Back Foundation

Raise the Line

Play Episode Listen Later Aug 6, 2026 32:29


An 11-year-old boy in rural Zambia once told Dr. Genesis Mwamba that he was about to attend school wearing shoes for the first time in his life. That moment, Dr. Mwamba says, crystallized why he started the Lead Me Back Foundation to provide school supplies and other support to marginalized communities in his native country.   As you'll learn in this inspiring installment in our NextGen Journeys series, Dr. Mwamba started the foundation in 2021while still a medical student because he had experienced the power of education as an “equalizer” in his own life, taking him from humble roots to a career in medicine. He and his colleagues have grown the bootstrapped organization to a point where it now provides hundreds of thousands of people across the country with educational access, climate education and community health clinics. “I've always been drawn to opportunities and initiatives that bring help to humankind,” he tells Raise the Line host Dr. Parsa Mohri. This episode also explores: What building "with" a community rather than "for" it looks like in practice; The storytelling strategy that attracted donors and partners; How his mother's untimely death inspired his commitment to preventive medicine.   Mentioned in this episode: Lead Me Back Foundation If you like this podcast, please share it on your social channels. You can also subscribe to the series and check out all of our episodes at www.osmosis.org/podcast

The Itch: Allergies, Asthma & Immunology
#169 - What a School Nurse Wants Parents to Know About Asthma Peak Week

The Itch: Allergies, Asthma & Immunology

Play Episode Listen Later Aug 6, 2026 41:53


Every September, doctors see a jump in asthma attacks and ER visits. It's called Asthma Peak Week, and it usually hits the third week of September, right when families are settling into their school routines.  Kortney and Dr. Payel Gupta are joined again by Liz Elliott, a nurse administrator in school health services for Montgomery County, Maryland, and a returning guest from our food allergy episode. This time, Liz answers the questions parents ask most about asthma at school, from what actually happens during a flare to whether their child's inhaler needs to be with them or in the health room. What we cover in this episode about Asthma Peak Week from the school nurse perspective Can my child self-carry their inhaler? The rules on self-carry, and why kindergartners and teenagers are handled differently. Does the school have stock rescue inhalers (albuterol)? What stock albuterol is, and what happens if your child's own inhaler isn't there yet. What happens if my child has a flare at school? Learn the protocol that is in place if your child experiences an asthma attack, and what happens for kids who experience their first asthma flare. Signs of asthma parents might miss that their child's asthma is not under control. Nighttime awakenings and an "asthma cough" can all be early warning signs. Closing the gap between home and school. Why the plan your provider signs has to match what's sent to school, and what to bring on day one. More resources Allergy & Asthma Network: How to Avoid the September Asthma Peak Allergy & Asthma Network: Asthma Action Plan Allergy & Asthma Network: Managing Asthma at School Allergy & Asthma Network: School Resources Listen: Ep. 135: Food Allergies in School, A School Nurse's Perspective CDC Asthma School Resources NASN Asthma CPG and Toolkit __________ Made in partnership with The Allergy & Asthma Network. Thanks to AstraZeneca and Amgen for sponsoring today's episode.  This podcast is for informational purposes only and does not substitute for professional medical advice. Always consult with your healthcare provider for any medical concerns.

Diabetes Core Update
Special Edition: Hypertension Part I—Overview and Management

Diabetes Core Update

Play Episode Listen Later Aug 6, 2026 33:38


In the first episode of this special three-part series, Neil Skolnik speaks with Dr. Minesh Rajpal. Together, they provide an overview, discussing the assessment and management of high blood pressure. This special episode is sponsored with support from AstraZeneca. Presented by: Neil Skolnik, MD, Professor of Family and Community Medicine, Sidney Kimmel Medical College, Thomas Jefferson University; Associate Director, Family Medicine Residency Program, Abington Jefferson Health Minesh Rajpal, MD, Attending Nephrologist and Hypertension Specialist at the Southwest Kidney Institute References: 2025 AHA/ACC/AANP/AAPA/ABC/ACCP/ACPM/AGS/AMA/ASPC/NMA/PCNA/SGIM Guideline for the Prevention, Detection, Evaluation and Management of High Blood Pressure in Adults: A Report of the American College of Cardiology/American Heart Association Joint Committee. Hypertension 2025; 82(10) Blood pressure lowering for prevention of cardiovascular disease and death: a systematic review and meta-analysis. Lancet 2016;387:957

At Barron's
AstraZeneca's CFO on GLP-1 Drugs, AI, and More

At Barron's

Play Episode Listen Later Aug 6, 2026 23:09


Aradhana Sarin, chief financial officer of AstraZeneca, spoke to Barron's editor at large Andy Serwer. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Pharma and BioTech Daily
Eli Lilly's $23B Q2 Revenue Breaks Records | Pharma and Biotech Daily

Pharma and BioTech Daily

Play Episode Listen Later Aug 6, 2026 4:55


Good morning from Pharma Daily: the podcast that brings you the most important developments in the pharmaceutical and biotech world. Today, we delve into the intricate web of scientific advancements, regulatory updates, and strategic maneuvers shaping the industry. Let's begin with Eli Lilly's impressive financial performance, clocking a record-breaking $23 billion in revenue for Q2 2023. This achievement, driven by the success of Mounjaro and Zepbound in metabolic diseases, underscores the competitive landscape of therapies targeting chronic conditions. However, the slower launch of Foundayo highlights ongoing challenges. Meanwhile, competition in obesity treatments is intensifying as Novo Nordisk's Wegovy continues to dominate despite new entrants like Eli Lilly's Foundayo. This scenario reflects growing patient preference for oral medications over injectables. Gilead Sciences' HIV prevention franchise has exceeded $1 billion in quarterly sales, reflecting an increasing reliance on effective small molecule therapies for infectious diseases. Gilead also remains a focal point with its HIV pre-exposure prophylaxis franchise reaching sales milestones amid legal victories defending their tenofovir-based treatments. These legal precedents could influence future innovation policies across the industry. Artificial intelligence continues to make waves in drug discovery and clinical trials. Icon's partnership with Anthropic aims to integrate AI capabilities to accelerate drug development timelines. Similarly, Phylo and Chugai Pharmaceutical are collaborating to optimize drug discovery workflows using advanced AI platforms. These collaborations highlight a strategic move towards enhancing efficiency in drug development processes. In oncology, Amplia Therapeutics and Eli Lilly are evaluating a combination therapy for non-small cell lung cancer, while Evexta Bio and Roche are exploring a joint study for metastatic breast cancer. These partnerships underscore the industry's focus on combination therapies and precision medicine to improve cancer treatment outcomes. Additionally, AstraZeneca's partnership with CSPC Pharmaceutical to enhance biologics manufacturing in China signifies the importance of localized production capabilities. On the regulatory front, Arrowhead Pharmaceuticals' acquisition of an FDA rare pediatric disease priority review voucher for Plozasiran represents a commitment to addressing unmet needs in rare diseases. This voucher could expedite new drug applications, potentially bringing life-saving treatments to patients more quickly. Despite these advancements, challenges persist. Novo Nordisk's Cagrisema failed to achieve its primary endpoint in a Phase 3 trial for type 2 diabetes, highlighting the complexities of developing combination therapies for metabolic disorders. Similarly, Eli Lilly's discontinuation of its Phase 1/2 trial for GBA1 gene therapy reflects the hurdles faced in advancing gene therapies. Looking at industry dynamics, Amgen's decision to discontinue its early-stage obesity drug signifies a strategic shift towards focusing on more promising pipeline candidates like Maritide. This move aligns with broader trends prioritizing candidates with significant potential impact on patient care. Amgen's 'Repatha' is experiencing renewed interest due to positive cardiovascular risk reduction data, showcasing how robust clinical results can rejuvenate existing products. In regulatory news, Merck's 'Lipfendra' has been spotlighted by the FDA as part of its Complex New Product Validation pilot program. This positions Lipfendra as a potential game-changer in the PCSK9 inhibitor category. Lastly, financial maneuvers such as Attovia Therapeutics' $289 million IPO and Expedition Therapeutics' $115 million Series B funding highlight investor confidence in novel therapeutic areas like dermatological and respiratory treatments. The pharmaceutical landscape remains dynamic with Johnson & Johnson investing heavily in gene therapy ventures like Sail Biomedicines for CAR-T therapies. Meanwhile, regulatory challenges persist as seen with Capricor's cell therapy setback due to statistical complexities during FDA reviews. Despite setbacks faced by some companies, innovations continue to thrive. The launch of personalized genetic therapy centers signals a shift towards individualized medicine while research into safer CAR-T therapies progresses. In conclusion, these developments reflect an industry driven by innovation amidst regulatory challenges and strategic adjustments. As companies navigate this evolving landscape, their decisions will shape future healthcare innovations and patient care outcomes. Thank you for joining us on Pharma Daily; stay tuned for more insights from the world of pharmaceuticals and biotech.Support the show

Pharma and BioTech Daily
Otsuka's Voyxact Shines in Phase 3 Trial | Pharma and Biotech Daily

Pharma and BioTech Daily

Play Episode Listen Later Aug 5, 2026 4:47


Good morning from Pharma Daily: the podcast that brings you the most important developments in the pharmaceutical and biotech world. Today, we're diving into some of the latest scientific advancements, regulatory milestones, and strategic business maneuvers shaping the industry. One of the standout developments comes from Otsuka with their drug Voyxact, which has shown promising results in stabilizing kidney function decline in patients with immunoglobulin A nephropathy (IgAN). In a Phase 3 trial, patients exhibited kidney function comparable to that of healthy adults. IgAN is a challenging autoimmune condition often leading to end-stage renal disease. This advancement, leveraging a monoclonal antibody to target specific pathways, could mark a new era in managing this chronic kidney disease. In oncology, Jiangsu Alphamab Biopharmaceuticals has been making waves through strategic collaborations, securing deals worth $125 million upfront and potential milestone payments reaching over $2 billion. Their focus on developing antibody-drug conjugates (ADCs) using AI and machine learning underscores the promise of precision oncology. ADCs marry the targeting precision of antibodies with potent anti-cancer drugs, highlighting robust investment and confidence in these cutting-edge therapies. Merck & Co. continues to expand its financial outlook, driven by the success of its flagship drugs like Keytruda. This monoclonal antibody remains pivotal in cancer immunotherapy, while drugs like Winrevair and Lipfendra are broadening Merck's reach into cardiovascular health. This growth trajectory reflects a strategic push toward diversifying product lines and leveraging breakthrough therapies to maintain strong financial performance. Additionally, Merck's $10.8 billion acquisition of Prometheus Biosciences aims to expand their therapeutic portfolio with targeted biologics. Although mid-stage trials showed mixed results for their anti-TL1A antibody therapy, such acquisitions are pivotal in addressing unmet medical needs. On the regulatory side, Sanofi's MenQuadfi vaccine has achieved EU approval for use in infants as young as six weeks. This approval enhances preventive measures against invasive meningococcal disease in vulnerable populations, representing a significant public health advancement. In research methodologies, Sethera Therapeutics' collaboration with Receptor.AI is notable. By integrating AI-driven platforms for polymacrocyclic peptide discovery aimed at hard-to-drug targets, they're paving the way for overcoming traditional drug discovery challenges through computational tools. However, not all news is about progress. Jazz Pharmaceuticals faced a setback by withdrawing its label indication for Zepzelca after failing Phase 3 trials for small-cell lung cancer. This underscores the inherent risks in clinical development pathways. From a financial standpoint, BioNTech has adjusted its 2025 sales forecast downward due to waning global demand for COVID-19 vaccines—a reflection of the volatile vaccine markets post-pandemic peaks. Meanwhile, Pfizer's discontinuation of its Phase 2 GIPR antagonist for obesity illustrates strategic pivots within R&D pipelines as companies reassess priorities based on trial outcomes and market potential. Recent corporate strategies include Pfizer's ambitious cost-saving plan totaling $9.7 billion through 2029. Amid economic pressures and patent expirations looming on key products like Eliquis, Pfizer is optimizing operations to stay competitive. Speculation around a possible merger between Bristol Myers Squibb (BMS) and AstraZeneca has stirred interest. With both facing patent cliffs, this merger could rejuvenate portfolios—though the strategic benefits for AstraZeneca are still debated. On the technological front, advancements in cellular therapies promise to revolutionize medicine production at the cellular level, potentially enhancing patient outcomes through more personalized treatments. The regulatory landscape is also evolving. There's a growing call for streamlining Investigational New Drug applications under the FDA's Trialblazer initiative—crucial for accelerating clinical trials and bringing innovative therapies to market swiftly. Finally, initiatives such as Boston Scientific's restructuring efforts highlight challenges within the medical device sector as companies adapt to shifting market dynamics. Overall, these developments underscore an industry in motion where innovation and adaptation are key to navigating complex landscapes and advancing patient care globally. As we look ahead, these trends will likely continue shaping the future of pharmaceuticals and biotech in profound ways.Support the show

BioCentury This Week
Ep. 380 - AZ-BMS rumors, Replimune, psychedelics

BioCentury This Week

Play Episode Listen Later Aug 4, 2026 32:25 Transcription Available


Rumors flew this weekend about a mega-merger of AstraZeneca and Bristol Myers — but would such a deal make sense? On the latest BioCentury This Week podcast, BioCentury's analysts explain why they aren't buying it.The team also discusses what lessons can be learned from the regulatory roller-coaster ride of Replimune's RP1 vusolimogene oderparepvec and psychedelic therapies' inflection point in treating depression.View full story: https://www.biocentury.com/article/660376#BiotechMA #FDA #Psychedelics #Depression #OncolyticVirus00:00 - Introduction00:51 - AZ-BMS Rumors08:07 - Replimune20:46 - PsychedelicsTo submit a question to BioCentury's editors, email the BioCentury This Week team at podcasts@biocentury.com.Reach us by sending a text

Alles auf Aktien
Das große Dax-Paradoxon und die Formel für finanzielle Freiheit

Alles auf Aktien

Play Episode Listen Later Aug 4, 2026 21:35 Transcription Available


In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Lea Oetjen über die große Rekordjagd der Märkte, starke Zahlen von Snap und einen potenziellen Mega-Deal in der Pharma-Branche. Außerdem geht es um Boeing, CoreWeave, AstraZeneca, Bristol Myers Squibb, Strategy, Beiersdorf, Palantir Technologies, SpaceX, Rocket Lab, Porsche, BMW, BASF, Infineon, Vonovia, Scout24, Siemens, Allianz, SAP, Amundi Core Dax (WKN: ETF200), iShares Core Dax (WKN: 593393), SPDR S&P Global Dividend Aristocrats (WKN: A1T8GD), Vanguard FTSE All-World High Dividend Yield (WKN: A1T8FV), VanEck Morningstar Developed Markets Dividend Leaders (WKN: A2JAHJ), Fidelity Global Quality Income (WKN: A2DL7E), iShares MSCI World Quality Dividend Advanced (WKN: A2DRG5), Antecedo Independent Invest A (WKN: A428XD), Sauren Ruhestandsfonds (WKN: A41QLG) und Arero Weltfonds (WKN: DWS0R4). Am 2. Oktober findet unser "Alles auf Aktien"-Summit in Berlin statt. Mit dem Code „AAAFRIENDS“ sparst du 50 Prozent auf dein Ticket – aber nur unter folgendem Link. https://veranstaltung.businessinsider.de/event/financesummit26/summary?rp=c6dc55d6-6f4f-4fb4-b75f-3f3501d84859 Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und – ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Anzeige: Eight Sleep: Der Pod 5 reguliert die Temperatur im Bett automatisch, trackt Schlaf- und Gesundheitswerte ohne Wearable und kann so zu besserem Schlaf beitragen. Mit dem Code ALLESAUFAKTIEN erhaltet ihr auf https://www.eightsleep.com/allesaufaktien bis zu 350 Euro Rabatt. Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

OHNE AKTIEN WIRD SCHWER - Tägliche Börsen-News
Giga-Deals: AstraZeneca x Bristol & JPMorgan x FIFA. Beiersdorf-Krise. Spiderman-Rekorde. Aperol-Gefahr. DAX-Allzeithoch.

OHNE AKTIEN WIRD SCHWER - Tägliche Börsen-News

Play Episode Listen Later Aug 4, 2026 16:31


Ohne Aktien-Zugang ist's schwer? Starte jetzt bei unserem Partner Scalable Capital. Mit eigenem KI-Chatbot, der dir alle Fragen rund ums Investieren beantwortet. Alle weiteren Infos gibt's hier: scalable.capital/oaws.DAX über 26.000. Amazon über 3.000 (Milliarden). Alibaba kann KI. CXMT bedroht Micron & Co. Fanuc crasht trotz Wachstum. Visa kauft BioCatch. Beiersdorf in Krise. Spider-Man bricht Kino-Rekord. Telekom profitiert von Anti-T-Mobile-Deal. Aperol in Gefahr.AstraZeneca (WKN: 886455) denkt über eine Mega-Fusion mit Bristol-Myers Squibb (WKN: 850501) nach. 400 Mrd. $ Deal. Patent-Klippen-Maxxing oder strategischer Coup?JPMorgan (WKN: 850628) scheitert wieder am Fußball. Erst Super League, jetzt FIFA-Privatisierung. Trotzdem: 10 Mrd. $ an Sport-Deals seit 2021. Und der Angriff auf Europas Privatkundenmarkt läuft.Diesen Podcast vom 04.08.2026, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung. Learn more about your ad choices. Visit megaphone.fm/adchoices

Pharma and BioTech Daily
Supernus & Indivior $2.2B Merger Creates CNS Giant | Pharma and Biotech Daily

Pharma and BioTech Daily

Play Episode Listen Later Aug 4, 2026 5:30


Good morning from Pharma Daily: the podcast that brings you the most important developments in the pharmaceutical and biotech world. Today, we delve into recent transformative events that are shaping this dynamic industry, from strategic mergers to groundbreaking drug approvals. Starting with the merger between Supernus Pharmaceuticals and Indivior Pharmaceuticals, this all-stock deal valued at $2.2 billion is set to create a powerhouse focused on central nervous system (CNS) disorders. By combining their resources, the new entity is expected to enhance its capabilities in neurological disorders with a robust portfolio of approved drugs. This merger allows the companies to leverage economies of scale, optimize research and development, and expand their market presence, offering promising prospects for advancements in treating CNS-related conditions. In regulatory news, Novartis has secured FDA approval for an expanded indication of Pluvicto (lutetium vipivotide tetraxetan), a radioligand therapy originally approved for PSMA-positive metastatic castration-resistant prostate cancer. This therapy can now be used for metastatic hormone-sensitive prostate cancer, marking a significant step forward in prostate cancer treatment. By targeting prostate-specific membrane antigen (PSMA) with precision, Pluvicto offers the potential for improved patient outcomes and highlights the growing role of radioligand therapies in oncology. Globally, Pharmamar's Zepzelca (lurbinectedin) has been approved in Canada, Qatar, and South Korea as a first-line maintenance therapy for extensive-stage small cell lung cancer. This approval signifies a potential shift in how aggressive cancer types are treated, particularly when combined with PD-L1 inhibitors, opening new avenues for effective combination therapies. Industry partnerships continue to drive innovation, as seen with Fujifilm and Taiho Pharmaceutical's collaboration to develop next-generation antibody-drug conjugate (ADC) manufacturing technologies using the Aralinq platform. With ADCs becoming increasingly pivotal in targeted cancer therapies due to their precision in delivering cytotoxic drugs to tumor cells, advancements in manufacturing could significantly enhance production capabilities and therapeutic efficacy. Financial dynamics within the industry remain robust. AbbVie has raised its 2026 revenue forecast to $67.6 billion, citing strong performances from its immunology drugs Skyrizi and Rinvoq. These therapies have shown substantial success in treating autoimmune conditions, reflecting their impact on AbbVie's financial health and reinforcing confidence in their commercial viability. On the clinical trial front, Ratio Therapeutics has successfully closed a $70 million Series C funding round to support its radiotherapeutics pipeline and initiate the ATLAS trial. This infusion of funds underscores the continued interest and investment in radiopharmaceuticals with promising applications in oncology. The landscape of mergers and acquisitions remains active as AstraZeneca and Bristol Myers Squibb reportedly engage in early-stage merger discussions. Such a merger could create an oncology giant valued at approximately $400 billion, potentially reshaping competitive dynamics and accelerating innovation across therapeutic areas. Regulatory changes are also underway with HRSA advancing a revised 340B rebate model pilot program despite hospital opposition. The implications for healthcare providers are significant as this could affect operational efficiencies and financial strategies within participating entities. Overall, these developments reflect ongoing trends toward industry consolidation and strategic partnerships that foster innovation in drug manufacturing technologies. Regulatory approvals continue to advance precision medicine through targeted therapies, showcasing the sector's dynamic nature as it addresses unmet medical needs while navigating complex regulatory environments. Meanwhile, Sandoz's settlement of nearly $500 million for antitrust claims in the U.S. highlights ongoing scrutiny of industry competition practices. This settlement signals potential shifts in market dynamics as companies seek to resolve legal challenges while maintaining operational integrity. Cybersecurity has emerged as a critical concern following Amgen's reported breach compromising sensitive patient data. This incident amplifies the need for enhanced data protection measures to safeguard information integral to patient trust and competitive integrity. In leadership news, BioNTech has appointed Guido Oelkers as CEO amid its continued innovation in mRNA technology post-COVID-19. This strategic move underscores BioNTech's commitment to leadership capable of navigating advances in mRNA therapeutics. Lastly, Novo Nordisk faced setbacks with its investigational therapy ziltivekimab failing a phase 3 trial targeting inflammatory pathways for cardiovascular outcomes. Despite such challenges, these high-stakes trials highlight both risks and opportunities inherent in pharmaceutical innovation. As we reflect on these stories, it's clear that scientific advancements, regulatory developments, and strategic business moves continue to shape the trajectory of the pharmaceutical and biotech sectors. These efforts promise significant implications for future drug development and patient care as companies strive to harness breakthroughs while adapting to evolving industry landscapes.Support the show

Moving Markets: Daily News
Markets cheer lower oil prices, while AI investments remains in focus

Moving Markets: Daily News

Play Episode Listen Later Aug 4, 2026 12:43


Markets were supported by hopes of de-escalation in the Middle East, sending oil prices sharply lower and easing inflation concerns. Investors also digested a rare coordinated yen-buying intervention by Japan and the United States, while strong US manufacturing data pointed to continued resilience in the industrial sector. Equities advanced on both sides of the Atlantic, with the Dow Jones reaching a record close and the STOXX 600 remaining near all-time highs. Meanwhile, company news included reports of potential merger talks between AstraZeneca and Bristol Myers Squibb, Visa's acquisition of cybersecurity firm BioCatch, and Alibaba's latest AI model launch. Joining us today is Enrico Chinello from Next Generation Research, who discusses the scale of hyperscaler AI spending and whether the industry is starting to see a clear path towards monetising these investments.(00:00) - Introduction: Mike Rauber, Product & Investment Content (00:38) - Markets wrap-up: Lucija Caculovic, Product & Investment Content (06:39) - Q2 hyperscaler capex: Enrico Chinello, Next Generation Research (11:52) - Closing remarks: Mike Rauber, Product & Investment Content Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

WSJ Tech News Briefing
TNB Tech Minute: Visa Acquires Fraud Reduction Platform in AI Push

WSJ Tech News Briefing

Play Episode Listen Later Aug 3, 2026 1:59


Plus: AstraZeneca and Bristol Myers Squibb shares swing on reports of a potential tie up. And Nissan reports its first quarterly profit in two years. Imani Moise hosts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

FT News Briefing
Spain's migrant crisis reopens deep EU rifts

FT News Briefing

Play Episode Listen Later Aug 3, 2026 11:34


UK drugmaker AstraZeneca is in talks to combine with US rival Bristol Myers Squibb, and European governments will hold an online meeting to discuss Spain's migrant crisis. Plus, wildfires and heatwaves in Europe have already cost more than €3bn this year. Mentioned in this podcast:AstraZeneca holds talks with Bristol Myers Squibb over $400bn tie-upEU ministers to discuss Spain's migrant crisis after Sánchez hits out over criticismEurope's fire costs mount to beyond €3bn, FT analysis showsHungary braced for power cuts amid extreme droughtWant to get in touch? Email us at podcasts@ft.comNote: The FT does not use generative AI to voice its podcasts The FT News Briefing is produced by Victoria Craig, Sonja Hutson, Saffeya Ahmed, Katya Kumkova, and Fiona Symon. Our editor is Marc Filippino. Our show is mixed by Sam Giovinco and Alex Higgins. Additional help from Gavin Kallmann, Michael Lello, Peter Barber and David da Silva. Our intern is Cole van Miltenburg. Our executive producer is Topher Forhecz. Flo Phillips is the FT's global head of audio. The show's theme music is by Metaphor Music. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

WSJ Minute Briefing
The Dow Jumps to New Record

WSJ Minute Briefing

Play Episode Listen Later Aug 3, 2026 1:48


Plus: The Nasdaq gains on a rise in Magnificent Seven tech stocks. And drug companies AstraZeneca and Bristol Myers Squibb are in talks to merge. Alexis Moore hosts. Sign up for WSJ's free What's News newsletter. An artificial-intelligence tool assisted in the making of this episode by creating summaries that were based on Wall Street Journal reporting and reviewed and adapted by an editor. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Squawk on the Street
10AM Hour: Brookfield CEO on Data Centers, Yen Intervention, Potential Pharma Mega-Deal 8/3/26

Squawk on the Street

Play Episode Listen Later Aug 3, 2026 43:58


Brookfield CEO Bruce Flatt joins Squawk on the Street after the company announced plans to help develop a $100 billion AI data center campus in Kentucky, discussing the next phase of infrastructure investment powering artificial intelligence. Plus, markets react as the U.S. intervenes in the Japanese yen, and we break down a Financial Times report that AstraZeneca and Bristol Myers have discussed a potential mega-merger and what it could mean for the pharmaceutical industry. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Squawk on the Street
9am Hour: U.S.-Japan Yen Intervention, Stocks Rally As Oil Prices Slide, AstraZeneca-Bristol Myers M&A Buzz 8/3/26

Squawk on the Street

Play Episode Listen Later Aug 3, 2026 42:01


On the first trading day of August, David Faber and Jim Cramer explored several developments of importance to the markets; The U.S.-Japan joint intervention to prop up a yen trading at 40-year lows; Stocks jump as oil prices tumble on hopes for a diplomatic solution to the U.S.-Iran conflict; AstraZeneca reportedly in merger talks with Bristol Myers Squibb to create a nearly $400 billion pharmaceutical giant. Also in focus: Starbucks gets upgraded, SpaceX hits new lows ahead of its Tuesday earnings report, Alibaba's AI bounce, a look at whether July's biggest stock losers can rebound in August, the Dow aims for a five-month win streak, the 19th anniversary of Cramer's "They know nothing!!" Fed rant.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

FactSet U.S. Daily Market Preview
Financial Market Preview - Monday 3-Aug

FactSet U.S. Daily Market Preview

Play Episode Listen Later Aug 3, 2026 5:14


US equity futures are trading higher, with the S&P up around 0.6%. Bonds are firmer, with the US 10-year yield down 2 bps at 4.7% and the Bund down 5 bps at 3.2%. The dollar is mixed, firmer against the euro, sterling, and the Aussie, but under pressure versus the yen following FX intervention. In commodities, oil is notably weaker, with WTI crude down 6.5% below $80 a barrel, while gold is trading firmer and industrial metals are mostly lower. Bitcoin is also lower. Market sentiment is benefiting from news that President Trump called off planned strikes against Iran to allow room for negotiations over Strait of Hormuz. Trump said talks would begin Monday and posted parameters of deal have been agreed to. Iran echoed by noting an agreement on Strait of Hormuz close. Companied mentioned: AstraZeneca, BMS, Shell Plc, Blackstone

The Rundown
The US Bails Out the Yen, AstraZeneca Explores a Bristol Myers Mega-Merger

The Rundown

Play Episode Listen Later Aug 3, 2026 10:43


Market update for Monday August 3, 2026Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today's episode, Zaid covers:Why the U.S. government stepped in to support the Japanese yenAstraZeneca's in talk over $400 billion merger with Bristol Myers SquibbFerguson Enterprises joining the S&P 500 Roblox's had worst day even after earnings Fun Fact: Spider-Man: Brand New Day nearly broke the all-time box-office opening record

Squawk Box Europe Express
Oil nosedives on renewed Iran deal hopes

Squawk Box Europe Express

Play Episode Listen Later Aug 3, 2026 28:41


Oil prices slump after President Trump announces new Iran talks are imminent, citing pressure from Gulf allies to hold off on a massive round of airstrikes. European and U.S. futures are in the green ahead of the first trading session of August. In Japan, the yen stabilises after U.S. and Japanese authorities confirm joint market intervention. Reports emerge of a $400bn mega-merger between AstraZeneca and Bristol Myers-Squibb which would potentially be one of the largest deals in the pharma sector ever. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Beurswatch | BNR
Shell doet niet meer alsof: groene energie gaat de prullenbak in

Beurswatch | BNR

Play Episode Listen Later Aug 3, 2026 23:29


Verrassend is het niet, opvallend is het wel: weer wordt Shell een stukje minder groen. Het bedrijf neemt afscheid van alle Europese wind- en zonneparken op het vaste land. Ze verkopen de hele tak aan concurrent Total Energies. Wat dat betekent voor de Europese toekomst van Shell, bespreken we deze aflevering. Net als in hoeverre deze activiteiten bij Total Energies beter af zijn. Hebben we het ook over de Japanse yen. Na een dramatisch jaar won die munt vrijdag opeens aan waarde. Vandaag gaven de Amerikaanse en Japanse overheid het toe: de VS heeft een handje geholpen. Waarom het zover moest komen en wat dat jou als belegger uit moet maken, zoeken we ook voor je uit. Hoor je ook: Overnamegeruchten bij NXP Fusiegeruchten bij AstraZeneca Een verlies bij PostNL dat tóch wordt beloond Een nieuwe Chinees AI-model Te gast: Han Dieperink, CIO bij Auréus BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Je hoort hem ook in de BNR-podcast Moerdijk: dorp van de rekening. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie.See omnystudio.com/listener for privacy information.

Insigneo Talks
Resultados Sólidos, Fusión Récord y Rescate del Yen

Insigneo Talks

Play Episode Listen Later Aug 3, 2026 20:08


En el episodio de hoy Valentina Orduz y Juan Manuel de los Reyes analizaron una posible fusión entre AstraZeneca y Bristol Myers Squibb, un acuerdo cercano a los $400,000 millones de dólares que sería el mayor de la historia farmacéutica y una señal del regreso de las megafusiones al sector. Revisaron también la temporada de resultados del segundo trimestre, con más de la mitad del S&P 500 ya reportado y beneficios que superan expectativas con fuerza, en un mercado que empieza a ampliarse más allá de las grandes tecnológicas. Además, explicaron la primera intervención coordinada entre Japón y Estados Unidos en quince años para frenar la caída del yen, sus implicaciones para las tasas y el carry trade, y cerraron con la agenda de resultados corporativos y económica que marcará la semana.

Pharma and BioTech Daily
Replimune's Breakthrough in Cancer Therapy | Pharma and Biotech Daily

Pharma and BioTech Daily

Play Episode Listen Later Aug 3, 2026 6:06


Good morning from Pharma Daily: the podcast that brings you the most important developments in the pharmaceutical and biotech world. Recent weeks have been a whirlwind of activity in the pharmaceutical and biotech sectors, showcasing significant strides in scientific breakthroughs, regulatory advancements, and strategic industry maneuvers. Replimune's Vusolimogene Oderparepvec has emerged as a beacon of hope in the fight against advanced melanoma. This gene therapy, utilizing an oncolytic virus, has recently received a positive nod from an advisory committee for its Phase 1/2 trial. When combined with PD-1 checkpoint inhibitors, it holds promise for enhancing immune responses against tumors—a critical development in cancer treatment that may redefine therapeutic strategies. This advancement follows two prior FDA rejections, underscoring the multifaceted evaluation process drugs undergo before approval and demonstrating that perseverance can eventually lead to success. Meanwhile, AstraZeneca and Daiichi Sankyo have achieved a milestone with the European Union's approval of Datopotamab Deruxtecan for treating unresectable or metastatic triple-negative breast cancer (TNBC). As an antibody-drug conjugate targeting the Trop-2 protein, it offers new hope to TNBC patients who often have limited options. This approval underscores the potential of antibody-drug conjugates in oncology, supported by promising Phase 3 trial data. Regeneron Pharmaceuticals is enjoying notable revenue growth thanks to Dupixent, a monoclonal antibody addressing autoimmune and respiratory diseases. Such financial success underscores the expanding role of biologics in tackling chronic illnesses, reflecting a broader industry trend towards biologically-based treatments. In business news, Pharmanovia's licensing deal with Impact Therapeutics for Senaparib signifies strategic expansion in oncology therapeutics. Similarly, Kaigene's agreement with Taisho Pharmaceutical highlights ongoing interest in autoimmune therapies, illustrating how companies are leveraging partnerships to broaden their therapeutic horizons. Pfizer is on the brink of expanding its label for Ritlecitinib (Litfulo), a JAK3 inhibitor that showed positive results in Phase 3 trials for nonsegmental vitiligo. By targeting autoimmune pathways, this small molecule could offer new hope to vitiligo patients seeking effective treatments. Litfulo is advancing through regulatory stages following successful trials, poised to provide an oral alternative for non-segmental vitiligo—a potential game-changer that could improve patient compliance and expand treatment options beyond Incyte's Opzelura. However, not all news is positive. Novo Nordisk faced disappointment when its Ziltivekimab failed a Phase 3 trial for atherosclerotic cardiovascular disease with chronic kidney disease. Despite this setback, Novo Nordisk remains optimistic about ongoing trials Artemis and Hermes as potential lifelines for their CKD program. Success could diversify their portfolio and introduce novel therapeutic options for CKD patients. Additionally, financial hurdles surfaced as Daiichi Sankyo saw an 11% share drop due to an accounting error, and Alnylam Pharmaceuticals' market value took a hit following a lowered revenue forecast for its TTR drug. On a global scale, the Trump administration has allocated $600 million to GAVI for childhood immunizations worldwide. This funding reversal emphasizes ongoing efforts to ensure vaccine accessibility across the globe—an essential component of public health initiatives. The dynamic nature of these developments reflects both the potential and challenges within the pharmaceutical landscape. The promising avenues presented by gene therapy, antibody-drug conjugates, and JAK inhibitors are tempered by clinical setbacks and financial volatility, underscoring the rigorous demands faced by industry stakeholders. In other industry news, AbbVie's Skyrizi continues to thrive despite increasing competition in the psoriasis market. With sales reaching $5.55 billion in Q2 2026, Skyrizi demonstrates the sustained demand for innovative biologics that enhance treatment efficacy and safety profiles. Karyopharm Therapeutics remains committed to its XPO1 inhibitor Xpovio despite setbacks in other indications like endometrial cancer. Their focus on myelofibrosis illustrates a strategic pivot towards hematologic malignancies where unmet needs persist. Oral GLP-1 receptor agonists are gaining ground as Novo Nordisk's Wegovy pill and Eli Lilly's Foundayo vie for dominance in weight management solutions. These oral formulations promise increased accessibility over traditional injectables. Regulatory arenas continue to evolve with AbbVie's Rinvoq gaining European clearance for alopecia and vitiligo. Such approvals highlight regulatory bodies' critical role in expanding market access across diverse therapeutic areas. Strategic partnerships also abound as WellSpan Health collaborates with Hippocratic AI to integrate artificial intelligence into healthcare solutions—a growing trend aimed at enhancing clinical decision-making capabilities. Meanwhile, Apnimed's $192 million IPO success indicates strong investor confidence in novel therapeutics like its sleep apnea treatment—a reflection of biopharma's financing dynamics where targeted therapies draw significant interest. Overall, these updates paint a vivid picture of an industry characterized by relentless innovation through scientific research, strategic alliances, and regulatory progress—all aimed at improving patient outcomes amidst evolving market demands. The industry's focus on breakthrough technologies continues to shape global health initiatives by offering new opportunities for patient care across various conditions. As companies navigate this dynamic environment marked by both promise and challenge—their ability to innovate scientifically while engaging strategically with regulators will be crucial to bringing novel therapies effectively into clinical practice where they can make meaningful impacts on patients' lives worldwide.Support the show

Handelsblatt Today
Mega-Fusion zwischen Astra Zeneca und Bristol-Myers? / Warum die Fed und die Bank of Japan gemeinsam den Yen stützen

Handelsblatt Today

Play Episode Listen Later Aug 3, 2026 23:47


Die Pharmakonzerne Astra Zeneca und Bristol-Myers denken über eine Fusion nach. Und: Die US-Notenbank stützt den Yen. Welche Folgen hat das für Anleger?

Raise the Line
Modernizing PA Practice Laws to Match the Realities and Needs Of Healthcare Delivery: Dr. Jennifer Kolb, Chief Medical Officer of the American Academy of Physician Associates

Raise the Line

Play Episode Listen Later Jul 30, 2026 29:29


"We have an untapped army of 200,000 PAs that really could step up and drive some change in the healthcare system if we weren't restricted,” says Dr. Jennifer Kolb, capturing her motivation for pushing to update practice regulations for physician associates that date back more than 50 years.  As Chief Medical Officer and Senior Vice President of Clinical Affairs at the American Academy of Physician Associates, Dr. Kolb has been in the middle of the fight at the state and federal level to grant PAs more independence from physicians, full billing rights, and the increased ability to practice across state lines, among other changes.  In this pertinent conversation with Raise the Line host Lindsey Smith, Dr. Kolb explains how these updates could help close huge gaps in access to healthcare, better manage the fight against chronic diseases and improve patient outcomes.   Dr. Kolb also addresses:  Why the name shift from "assistant" to "associate" took her years to fully appreciate; How a 10-year gap in life expectancy across Chicago zip codes shapes her view of health equity; Why PA's shouldn't wait for permission to start making change in their communities. Mentioned in this episode:American Academy of Physician Associates   If you like this podcast, please share it on your social channels. You can also subscribe to the series and check out all of our episodes at www.osmosis.org/podcast

New Matter: Inside the Minds of SLAS Scientists
Thrive in Science | AI, Automation and Authentic Leadership with Melanie Leveridge

New Matter: Inside the Minds of SLAS Scientists

Play Episode Listen Later Jul 30, 2026 32:42 Transcription Available


Join hosts Ginger Cooper and Madeline Farley as they sit down with Melanie Leveridge, Vice President of Assays, Profiling & Cell Sciences at AstraZeneca and SLAS Board Member. Melanie shares how embracing innovation, leading through change and building strong relationships have shaped her career, while offering her perspective on the future of AI, automation and what it truly means to thrive in science.Upcoming Events:SLAS Meet-UpsLeiden, Netherlands (10 September 2026)Tübingen, Germany (20 October 2026)SLAS 2026 Sample Management Symposium (October 21-22, 2026 | South San Francisco, California)SLAS2027 International Conference & Exhibition (January 30 - February 3, 2027 | San Diego, California)View the full events calendar

Pharma and BioTech Daily
GlaxoSmithKline's $2.5B Restructuring Near AstraZeneca | Pharma and Biotech Daily

Pharma and BioTech Daily

Play Episode Listen Later Jul 29, 2026 5:02


Good morning from Pharma Daily: the podcast that brings you the most important developments in the pharmaceutical and biotech world. Today, we dive into the latest news shaping these dynamic sectors, exploring strategic corporate maneuvers, groundbreaking scientific advances, and pivotal regulatory changes. GlaxoSmithKline (GSK) is embarking on a comprehensive restructuring initiative aimed at achieving $2.5 billion in annual cost savings by 2029. This ambitious initiative underscores the company's commitment to strengthening its late-stage research and development capabilities. The strategy involves optimizing mature product lines, procurement processes, and supply chain efficiencies, reflecting broader industry trends where financial prudence is balanced with innovation. As part of this transformation, GSK plans to relocate its research headquarters near AstraZeneca's facilities, though specifics on employment impacts remain under wraps. This restructuring highlights the competitive nature of the pharmaceutical landscape and GSK's intent to maintain its edge through enhanced R&D initiatives. Meanwhile, Johnson & Johnson is nearing a resolution in its extensive talc litigation by proposing a $5.5 billion settlement to resolve approximately 76,000 lawsuits. These lawsuits allege that J&J's talc-based baby powder caused ovarian cancer. This potential settlement represents a significant step toward closing a protracted chapter of legal scrutiny for J&J, offering the company a chance to mitigate ongoing legal risks and refocus on core business operations. On the regulatory front, MannKind has secured FDA approval for its fast-acting edema autoinjector, reflecting an ongoing emphasis on addressing unmet medical needs with innovative delivery mechanisms. Conversely, Baxter has issued a recall for one lot of cefazolin in dextrose injection due to contamination concerns, underscoring the continuous challenges of ensuring product safety within complex manufacturing and supply chain environments. In terms of public health initiatives, Gilead Sciences is employing a novel approach to HIV prevention through its "Up to Date" campaign featuring comedians Nicole Byer and Devon Walker. This effort aims to destigmatize HIV discussions within the Black community by leveraging humor and relatability—a testament to evolving strategies in patient engagement and education. In drug development news, Atea Pharmaceuticals is making strides with its hepatitis C treatment candidate following positive Phase 3 trial results showing equivalence with Gilead's Epclusa. This positions Atea for further clinical evaluations and potential market entry with a simplified treatment regimen. Similarly, Hansoh Pharmaceutical's collaboration with GSK has yielded another Phase 3 success for their B7-H3-directed antibody-drug conjugate in China, highlighting the growing importance of targeted therapies in oncology. Emerging biotech hubs are reshaping the industry's landscape as cities beyond traditional centers like Boston and San Francisco gain prominence. This geographical diversification reflects global trends in biotech innovation and investment. In clinical advancements, Altimmune's GLP-1/glucagon receptor-targeting drug shows promise in reducing heavy drinking among individuals with alcohol use disorder (AUD). This finding opens new therapeutic avenues for AUD by leveraging mechanisms traditionally associated with weight loss medications. Concurrently, regulatory scrutiny remains high as Replimune faces setbacks with its melanoma data package deemed "not interpretable" by the FDA—an indication of the rigorous standards required for gaining regulatory approval. The geopolitical landscape also influences industry dynamics, particularly in China where intellectual property risks are heightened under new legislative acts. Companies must navigate these complexities strategically to protect innovations while capitalizing on market opportunities. Financially, Novo Holdings-backed Claris has secured $118 million in Series B funding to advance its corneal disease drug candidate—a substantial investment underscoring growing interest in ophthalmology therapeutics. Additionally, RA Capital has launched Oak Hill Bio onto Nasdaq via a special purpose acquisition company (SPAC), focusing on rare genetic diseases—a strategy showcasing continued momentum within biotech to leverage financial tools for niche therapeutic advancements. Overall, these developments reflect an industry characterized by rapid scientific progress and evolving regulatory landscapes. Companies are under pressure to optimize operations while ensuring robust clinical data to meet regulatory standards. As these sectors strive for innovation and patient care advancements amidst competitive global markets, balancing innovation with safety and efficacy remains paramount. As always, we'll continue to track these stories closely and bring you the latest insights right here on Pharma Daily.Support the show

Pharma and BioTech Daily
AstraZeneca's $80B Target Amid Setbacks? | Pharma and Biotech Daily

Pharma and BioTech Daily

Play Episode Listen Later Jul 28, 2026 4:31


Good morning from Pharma Daily: the podcast that brings you the most important developments in the pharmaceutical and biotech world. Today, we're diving into a wealth of significant advancements and strategic moves shaping the industry landscape. AstraZeneca is making waves with its steadfast commitment to reaching an $80 billion revenue target by 2030. This ambitious goal is underpinned by strong sales in oncology and rare disease treatments, despite some setbacks with underperforming drugs like Ultomiris. The company's confidence is further reflected in its robust internal pipeline of antibody-drug conjugates (ADCs), even after discontinuing two candidates that fell short in clinical trials. This move highlights an industry-wide focus on high-potential therapeutic areas, underscoring the critical role of sustained innovation in preserving market leadership. In leadership news, Sarepta Therapeutics has appointed Michael Severino as CEO, succeeding Doug Ingram. Severino's extensive experience from AbbVie and Tessera signals a strategic shift for Sarepta, especially as it hones its focus on therapies for Duchenne Muscular Dystrophy. Leadership transitions like this can significantly impact a company's strategic direction, potentially steering it toward new therapeutic breakthroughs. On the regulatory front, Otsuka's Simtriyo has received FDA approval, marking it as a first-in-class norepinephrine, dopamine, serotonin reuptake inhibitor (NDSRI) for ADHD. This approval is a major leap forward in central nervous system therapeutics, offering a non-stimulant option that could become a blockbuster drug in this underserved market. Such advancements highlight the persistent need for innovative treatments in CNS disorders. Similarly, Outlook Therapeutics has achieved FDA approval for Lytenava, a reformulated version of Roche's Avastin for wet age-related macular degeneration (AMD). This victory, following three prior rejections, exemplifies the challenges and opportunities inherent in drug reformulation and regulatory perseverance. Corporate acquisitions continue to shape industry dynamics. Argenx's acquisition of Forte Biosciences for $2.2 billion exemplifies strategic investments aimed at expanding therapeutic portfolios. Forte's promising Phase 2-stage vitiligo drug acquisition underscores the industry's shift towards biologics in managing complex autoimmune disorders. Amgen's recent layoff of approximately 40 employees aligns with broader trends of operational optimization amidst organizational restructuring. Such workforce adjustments often reflect shifts in business strategy or responses to evolving market conditions. In clinical development news, InnoCare Pharma has announced successful Phase 3 results for its oral TYK2 inhibitor Fadeucravacitinib in treating moderate-to-severe plaque psoriasis. This achievement underscores the potential of targeted therapies in addressing autoimmune conditions by modulating specific signaling pathways. The FDA's approval of Freenome's SimpleScreen CRC blood test marks a significant advancement in non-invasive diagnostic tools for colorectal cancer screening. Such innovations could dramatically impact early cancer detection and improve patient outcomes. Meanwhile, emerging insights into CAR-T therapy have identified genetic markers linked to toxicity risks in Yescarta patients. These findings can guide future CAR-T product development towards enhanced safety profiles, offering pathways for engineering safer therapies by identifying patients at higher risk for adverse effects. Finally, the partnership between Salesforce and Veterans Affairs aims to integrate AI into healthcare workflows, illustrating the increasing role of digital transformation in enhancing healthcare delivery and operational efficiency. These developments highlight the ongoing evolution towards more personalized and efficient healthcare solutions within the pharmaceutical and biotech sectors. As companies navigate complex regulatory landscapes, pursue innovative therapies, and adapt to dynamic market demands, their efforts are poised to advance patient care standards and drive future growth within these critical industries. The implications for patient care are profound, as new treatments offer hope for conditions that have long eluded effective intervention. Stay tuned with Pharma Daily as we continue to bring you the latest updates from this rapidly evolving field.Support the show

WSJ Tech News Briefing
TNB Tech Minute: Nvidia's $250 Billion Plan To Back Data Center Sends Shares Lower

WSJ Tech News Briefing

Play Episode Listen Later Jul 27, 2026 1:54


Plus: Apple approaches $5 trillion market cap. And AstraZeneca says it's on track to hit its revenue target for 2030. Imani Moise hosts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Ransquawk Rundown, Daily Podcast
EU Market Open: Oil and USD tumble as US pauses strikes on Iran; Equity futures, Fixed and FX peers benefit

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later Jul 27, 2026 1:58


US equity futures gapped higher following the pause in US strikes on Iran since Friday night; Risk sentiment underpinned by a decline in oil prices and yields.US CENTCOM commander Cooper advised the Pentagon and the White House that the next possible step is to return to a large-scale military operation.Iranian media reported that an oil tanker exploded in the Strait of Hormuz after hitting a naval mine when it deviated from a navigation route designated by Iran.Yemen's Houthis said they carried out operations against Aramco facilities in Saudi's Jizan and Yanbu.European equity futures indicate a positive cash market open with Euro Stoxx 50 futures up 0.8% after the cash market closed with gains of 1.1% on Friday.Looking ahead, highlights include German Ifo (Jul), US Durable Goods Orders (Jun), Atlanta Fed GDP (Q2). Supply from the US. Earnings from LVMH & AstraZeneca.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Pharma and BioTech Daily
Eli Lilly's Retatrutide: 22.6% Weight Loss in Phase 3! | Pharma and Biotech Daily

Pharma and BioTech Daily

Play Episode Listen Later Jul 24, 2026 4:34


Good morning from Pharma Daily: the podcast that brings you the most important developments in the pharmaceutical and biotech world. Today, we're diving into some of the most exciting scientific breakthroughs and regulatory developments that are shaping the future of healthcare. Eli Lilly's retatrutide, a promising small molecule GLP-1 receptor agonist, has achieved significant results in Phase 3 trials, leading to an impressive 22.6% weight loss in patients with obesity and cardiovascular disease. This breakthrough underscores the potential of GLP-1 receptor agonists in transforming treatment paradigms for metabolic disorders. The drug's ability to target metabolic pathways associated with obesity and type 2 diabetes could herald a new era in managing these conditions, offering hope for millions struggling with obesity—a major risk factor for cardiovascular diseases. In oncology, Johnson & Johnson has unveiled remarkable results with its combination therapy of Tecvayli (teclistamab) and Talvey (talquetamab), achieving an 89% reduction in disease progression risk for multiple myeloma patients during a Phase 3 trial. This bispecific antibody approach targets BCMA and GPRC5D, representing a significant advancement in treating this challenging hematological malignancy. Such efficacy could set a new standard for multiple myeloma treatment strategies, enhancing patient outcomes considerably. Meanwhile, GSK has made strides with FDA approval of Jideytro (zidesamtinib) for ROS1-positive metastatic non-small cell lung cancer. This small molecule kinase inhibitor targets the ROS1 mutation, providing a targeted therapeutic option that aligns with the progress in precision medicine—offering treatments based on patients' genetic profiles. On the regulatory front, the passage of FDA Modernization Act 3.0 by the House reflects a shift towards more ethical preclinical testing methods by updating outdated animal testing regulations. This legislative change could expedite drug development timelines and improve the translation of preclinical findings into clinical success—an encouraging step forward for the industry. In China, Takeda's Orzeyful (oveporexton) received approval as the first ox2r agonist for narcolepsy type 1 treatment. This approval marks advancements in addressing neurological conditions through novel mechanisms targeting orexin receptor pathways. Similarly, Haisco Pharmaceutical's Ciprocopan has been approved as an oral complement factor B inhibitor for paroxysmal nocturnal hemoglobinuria (PNH), offering a more convenient treatment option compared to existing therapies. AstraZeneca's Etcamah (camizestrant) gained EU approval following its success in Phase 3 trials for estrogen receptor-positive, HER2-negative advanced breast cancer. As an oral selective estrogen receptor degrader (SERD), it presents an innovative approach to targeting ESR1 mutations and could be combined with CDK4/6 inhibitors to enhance therapeutic efficacy further. On the strategic collaboration front, partnerships like those formed by Arcus Biosciences with Aveo Oncology and Summit Therapeutics exemplify efforts to advance drug discovery capabilities, particularly in kidney cancer treatments. These collaborative approaches reflect a broader trend in oncology therapeutics development. Financial investments are also fueling growth within the sector. Mentari Therapeutics secured $200 million to propel its migraine prevention biologics pipeline forward, highlighting confidence in biologic treatments for neurological disorders. Beone Medicines has committed $300 million to expand manufacturing capabilities, demonstrating ongoing investment in infrastructure to support future drug production demands. In summary, these developments illustrate significant scientific advancements and regulatory progress within the pharmaceutical and biotech industries. The implications are profound: improved patient care through innovative therapies, enhanced precision medicine approaches tailored to genetic mutations, and accelerated drug discovery processes facilitated by evolving regulatory frameworks. As these trends continue to evolve, they promise to reshape patient outcomes and redefine standards across various therapeutic areas. Thank you for tuning into Pharma Daily today. Stay informed as we continue to bring you updates on cutting-edge advances that are transforming healthcare worldwide.Support the show

Raise the Line
The Interplay of Behavioral Science and Communications Technology in Tobacco Cessation: Dr. Amanda Graham, Chief Health Officer at Truth Initiative

Raise the Line

Play Episode Listen Later Jul 23, 2026 26:44


Most adults who smoke want to quit, and about half try to do so in any given year, yet fewer than one in ten succeed. That persistent gap between intention and outcome is one of the central challenges in public health, and it's exactly the kind of problem that calls for new thinking about how to communicate with people to support behavior change.  Dr. Amanda Graham has been a leading force in doing just that in her role as chief health officer at Truth Initiative, the nation's largest non-profit public health organization dedicated to preventing addiction among young people and helping people of all ages to quit tobacco. On this episode of Raise the Line from Elsevier, Dr. Graham, who holds a PhD in clinical health psychology and has done 25 years of NIH-funded research focused on technology-based cessation interventions, helps us understand the interplay between behavioral science and digital communications in the field. "A well-timed message can really be powerful in interrupting what for many people is kind of an automatic behavior, especially via text, which data tell us is an extraordinarily powerful modality,” she explains to host Lindsey Smith.  Tune-in to understand where the field is heading, and to learn about: Why "push" technology may work better than apps and websites when it comes to breaking automatic behaviors; How the rise of e-cigarettes, nicotine pouches, and heated tobacco has scrambled decades of public health messaging; How highschool smoking rates plunged from over 30% to less than 2%. Mentioned in this episode: Truth Initiative Program with Mayo Clinic If you like this podcast, please share it on your social channels. You can also subscribe to the series and check out all of our episodes at www.osmosis.org/podcast

ESC TV Today – Your Cardiovascular News
Season 4 - Ep.14: Extended interview on risk factors and longevity in women and in men

ESC TV Today – Your Cardiovascular News

Play Episode Listen Later Jul 23, 2026 9:19


Host: Rasha Al-Lamee Guests: Christina Magnussen Want to watch that extended interview on risk factors and longevity in women and in men, go to: https://esc365.escardio.org/event/2559?resource=interview Want to watch that episode? Go to: https://esc365.escardio.org/event/2559   Disclaimer ESC TV Today is supported by Novartis and Novo Nordisk through an independent funding. The programme has not been influenced in any way by its funding partners. This programme is intended for health care professionals only and is to be used for educational purposes. The European Society of Cardiology (ESC) does not aim to promote medicinal products nor devices. Any views or opinions expressed are the presenters' own and do not reflect the views of the ESC. All declarations of interest are listed at the end of the episode. The ESC is not liable for any translated content of this video. The English language always prevails. ESC TV Today uses a range of tools and resources (including AI) to support content production. All content is reviewed and approved by the editorial team. Statements and opinions expressed by guest speakers are their own.   Declarations of interests Stephan Achenbach, Yasmina Bououdina and Nicolle Kraenkel have declared to have no potential conflicts of interest to report. Carlos Aguiar has declared to have potential conflicts of interest to report: personal fees for consultancy and/or speaker fees from Abbott, AbbVie, Alnylam, Amgen, AstraZeneca, Bayer, BiAL, Boehringer-Ingelheim, Daiichi-Sankyo, Ferrer, Gilead, GSK, Lilly, Novartis, Novo Nordisk, Pfizer, Sanofi, Servier, Takeda, Tecnimede, Viatris. Rasha Al-Lamee has declared to have potential conflicts of interest to report:speaker's fees for Menarini pharmaceuticals, Abbott, Philips, Medtronic, Servier, Shockwave, Elixir. Advisory board: Janssen Pharmaceuticals, Abbott, Philips, Shockwave, CathWorks, Elixir, Astrazeneca. Consulting Fees: Menarini pharmaceuticals, Abbott, Philips, Shockwave, Elixir, IsomAB, VahatiCor, SpectraWave, AstraZeneca, Cathworks, Janssen Pharmaceuticals. John-Paul Carpenter has declared to have potential conflicts of interest to report: stockholder MyCardium AI. Davide Capodanno has declared to have potential conflicts of interest to report: Abbott Vascular, Bristol Myers Squibb, Daiichi Sankyo, Edwards Lifesciences, Novo Nordisk, Sanofi Aventis, Terumo. David Duncker has declared to have potential conflicts of interest to report: lecture honoraria from Abbott, Astra Zeneca, Biotronik, Boehringer Ingelheim, Boston Scientifics, Bristol Meyers Squibb, CVRx, Daiichi Sankyo, Medtronic, Microport, Pfizer, Sanofi, Zoll. Konstantinos Koskinas has declared to have potential conflicts of interest to report: honoraria from MSD, Daiichi Sankyo, Sanofi. Christina Magnussen has declared to have potential conflicts of interest to report: speaker fees from Novartis, Novo Nordisk, Bayer, Boehringer Ingelheim and Edwards. Felix Mahfoud has declared to have potential conflicts of interest to report: research grants from Deutsche Forschungsgemeinschaft (SFB TRR219), Deutsche Gesellschaft für Kardiologie (DGK), Deutsche Herzstiftung, Ablative Solutions, ReCor Medical. Consulting fees, payment honoraria lectures, presentations, speaker, support travel costs: Ablative Solutions, Astra-Zeneca, Novartis, Inari, Recor Medical, Medtronic, Philips, Merck. Steffen Petersen has declared to have potential conflicts of interest to report: consultancy for Circle Cardiovascular Imaging Inc. Calgary, Alberta, Canada. Emma Svennberg has declared to have potential conflicts of interest to report: Abbott, Astra Zeneca, Bayer, Bristol-Myers, Squibb-Pfizer, Johnson & Johnson.

ESC TV Today – Your Cardiovascular News
Season 4 - Ep.14: Risk factors and longevity in women and in men - Smartphone interference with pacemakers, ICDs

ESC TV Today – Your Cardiovascular News

Play Episode Listen Later Jul 23, 2026 16:11


This episode covers: Cardiology This Week: A concise summary of recent studies Risk factors and longevity in women and in men  Mythbusters: Smartphone interference with pacemakers, ICDs Host: Rasha Al-Lamee Guests: JP Carpenter, Christina Magnussen Want to watch that episode? Go to: https://esc365.escardio.org/event/2559 Want to watch that extended interview on risk factors and longevity in women and in men, go to: https://esc365.escardio.org/event/2559?resource=interview   Disclaimer  ESC TV Today is supported by Novartis and Novo Nordisk through an independent funding. The programme has not been influenced in any way by its funding partners. This programme is intended for health care professionals only and is to be used for educational purposes. The European Society of Cardiology (ESC) does not aim to promote medicinal products nor devices. Any views or opinions expressed are the presenters' own and do not reflect the views of the ESC. All declarations of interest are listed at the end of the episode. The ESC is not liable for any translated content of this video. The English language always prevails. ESC TV Today uses a range of tools and resources (including AI) to support content production. All content is reviewed and approved by the editorial team. Statements and opinions expressed by guest speakers are their own.   Declarations of interests Stephan Achenbach, Yasmina Bououdina and Nicolle Kraenkel have declared to have no potential conflicts of interest to report. Carlos Aguiar has declared to have potential conflicts of interest to report: personal fees for consultancy and/or speaker fees from Abbott, AbbVie, Alnylam, Amgen, AstraZeneca, Bayer, BiAL, Boehringer-Ingelheim, Daiichi-Sankyo, Ferrer, Gilead, GSK, Lilly, Novartis, Novo Nordisk, Pfizer, Sanofi, Servier, Takeda, Tecnimede, Viatris. Rasha Al-Lamee has declared to have potential conflicts of interest to report:speaker's fees for Menarini pharmaceuticals, Abbott, Philips, Medtronic, Servier, Shockwave, Elixir. Advisory board: Janssen Pharmaceuticals, Abbott, Philips, Shockwave, CathWorks, Elixir, Astrazeneca. Consulting Fees: Menarini pharmaceuticals, Abbott, Philips, Shockwave, Elixir, IsomAB, VahatiCor, SpectraWave, AstraZeneca, Cathworks, Janssen Pharmaceuticals. John-Paul Carpenter has declared to have potential conflicts of interest to report: stockholder MyCardium AI. Davide Capodanno has declared to have potential conflicts of interest to report: Abbott Vascular, Bristol Myers Squibb, Daiichi Sankyo, Edwards Lifesciences, Novo Nordisk, Sanofi Aventis, Terumo. David Duncker has declared to have potential conflicts of interest to report: lecture honoraria from Abbott, Astra Zeneca, Biotronik, Boehringer Ingelheim, Boston Scientifics, Bristol Meyers Squibb, CVRx, Daiichi Sankyo, Medtronic, Microport, Pfizer, Sanofi, Zoll. Konstantinos Koskinas has declared to have potential conflicts of interest to report: honoraria from MSD, Daiichi Sankyo, Sanofi. Christina Magnussen has declared to have potential conflicts of interest to report: speaker fees from Novartiq, Novo Nordisk, Bayer, Boehringer Ingelheim and Edwards. Felix Mahfoud has declared to have potential conflicts of interest to report: research grants from Deutsche Forschungsgemeinschaft (SFB TRR219), Deutsche Gesellschaft für Kardiologie (DGK), Deutsche Herzstiftung, Ablative Solutions, ReCor Medical. Consulting fees, payment honoraria lectures, presentations, speaker, support travel costs: Ablative Solutions, Astra-Zeneca, Novartis, Inari, Recor Medical, Medtronic, Philips, Merck. Steffen Petersen has declared to have potential conflicts of interest to report: consultancy for Circle Cardiovascular Imaging Inc. Calgary, Alberta, Canada. Emma Svennberg has declared to have potential conflicts of interest to report: Abbott, Astra Zeneca, Bayer, Bristol-Myers, Squibb-Pfizer, Johnson & Johnson.

A Shot in the Arm Podcast with Ben Plumley
Redefining Global Health in the 21st Century, Chapter 3: Governing Global Health in a Multipolar World

A Shot in the Arm Podcast with Ben Plumley

Play Episode Listen Later Jul 21, 2026 64:59


In this episode of “Redefining Global Health in the 21st Century,” Ben speaks with authors Dr. mike Reed and Professor Eric Goosby about how COVID exposed the geopolitical ramifications of Global Health, using Serbia's vaccine deals with China, Russia, Pfizer, and AstraZeneca as a case study. They argue the era of a single global health superpower is fading and discuss a multipolar future shaped by “middle powers,” alongside the consequences of the US stepping back from traditional global health commitments, including leaving the WHO. The conversation critiques bureaucratic, duplicative governance and vaccine inequity, examines China's largely transactional health role and the limited donor potential of the BRICS nations, and warns that the US defunding of South Africa's HIV program harms HIV research more broadly. They call for stronger WHO implementation and decentralized rapid-response capacity, greater accountability, and less credit-seeking, while condemning tying lifesaving aid to transactional commercial arrangements, for example access to minerals and other commodities. 00:00 Serbia Vaccine Surprise 01:45 Multipolar Health Governance 05:04 US Retreat and Local Ownership 08:33 Why WHO Faces Critique 11:08 China Steps Into the Gap 17:04 BRICS Limits and Leverage 22:15 South Africa Research Stakes 24:54 WHO Reform and Decentralization 34:36 WHO Beyond Guidelines 36:29 Pandemic Governance Gaps 38:36 Climate Zoonoses Preparedness 39:45 Trust And Fragmentation 42:01 Rapid Response Blueprint 45:38 Inclusive Accountable Governance 49:36 Post Aid Future Financing 52:53 Hard Power Moral Costs 58:54 New Compact Conclusion 59:48 Humble Leadership Lessons 01:03:01 Thanks And Where To Listen Learn more about the book: https://bit.ly/redefining-global-health More from UCSF Institute for Global Health Sciences: https://globalhealthsciences.ucsf.edu Check out mike Reid's Substack: https://substack.com/@reimaginingglobalhealth Check out Ben's Substack: https://substack.com/@benplumley1 Join the Conversation! What would it take for global health to avoid decline? Share your thoughts in the comments! Subscribe & Stay Updated: Listen on Spotify, Apple Podcasts, or your favorite podcast platform. Watch on YouTube & subscribe for more in-depth global health — and look out for a dedicated sub channel for Redefining Global Health in the 21st Century under A Shot in the Arm's YouTube home. Redefining Global Health in the 21st Century: The Podcast (Playlist on Youtube) https://bit.ly/rgh-podcast A Shot in the Arm Podcast Youtube (Main Channel) https://youtube.com/@shotarmpodcast

Raise the Line
A Physician's Personal Reckoning with GLP-1s and the Future of Weight Management: Dr. Christle Guevarra, DO, Family and Sports Medicine Physician

Raise the Line

Play Episode Listen Later Jul 16, 2026 32:42


"I always remember feeling like I was part of the clean plate club," says Dr. Christle Guevarra, recalling a childhood spent quietly convinced that her weight was a matter of willpower. That belief followed her through a competitive powerlifting career and medical practice until she finally tried a GLP-1 medication herself and, as she describes it, the constant mental noise around food quieted down. Now a board-certified family and sports medicine physician, traveling team doctor for U.S. Figure Skating, and author of The Beginner's Guide to GLP-1s, Dr. Guevarra brings a rare combination of clinical authority and lived experience to the conversation around obesity medicine.  In this episode of Raise the Line from Elsevier, host Lindsey Smith talks with her about what's actually changed in how physicians understand the issue and what it means for patients. "The biggest thing is reframing how we approach weight loss. It's not just a willpower problem, it is a neurobiological problem." Tune in to learn about: Why she said no to a GLP-1 prescription for two years and what finally changed her mind; The real story behind concerns about muscle loss on these medications; What happens when the “food noise" goes silent and a new set of challenges takes its place.   Mentioned in this episode:  Dr. Christle's website If you like this podcast, please share it on your social channels. You can also subscribe to the series and check out all of our episodes at www.osmosis.org/podcast

WSJ Minute Briefing
U.S. Stocks Advance as Wartime Jitters Subside

WSJ Minute Briefing

Play Episode Listen Later Jul 9, 2026 2:52


Plus: A brutal downgrade note for Salesforce weighed on other software companies. And shares of Ionis Pharmaceuticals and AstraZeneca tumbled after a late-stage drug trial failed to meet its main target. Danny Lewis hosts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.