Podcasts about Eli Lilly

American pharmacist, Union Army officer, businessman, philanthropist

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Latest podcast episodes about Eli Lilly

staYoung - Der Longevity-Podcast
Big Pharma: Longevity im Fokus – Nina Ruge im Gespräch mit dem Eli-Lilly-Chef

staYoung - Der Longevity-Podcast

Play Episode Listen Later Jan 2, 2026 54:17


In dieser Folge spreche ich mit Dr. Alexander Horn, Geschäftsführer Deutschland, Österreich und Schweiz von Eli Lilly and Company, über einen tiefgreifenden Wandel in der Pharmaindustrie. Lange galt sie als Inbegriff der Reparaturmedizin. Doch chronische Erkrankungen, steigende Kosten und begrenzte Ressourcen machen deutlich: Ohne Prävention ist unser Gesundheitssystem nicht zukunftsfähig. Dr. Horn erläutert, warum Lilly gezielt auf personalisierte Medizin mit präventivem Fokus setzt – von Onkologie und Alzheimer bis Adipositas und Herz-Kreislauf-Erkrankungen. Wir sprechen über Biomarker, frühe Diagnostik, regulatorische Hürden und die Frage, wie Medikamente helfen können, Alterskrankheiten hinauszuzögern oder ganz zu verhindern. Eine Folge über Paradigmenwechsel, Verantwortung und die Zukunft gesunder Langlebigkeit.  In dieser Folge sprechen wir u.a. über folgende Themen:  Warum stößt die klassische Reparaturmedizin an ihre Grenzen? Welche Rolle kann Prävention in der Pharmaindustrie spielen? Was bedeutet personalisierte Medizin mit präventivem Fokus? Wie helfen Biomarker bei der Früherkennung von Krankheiten? Warum ist Adipositas ein zentraler Risikofaktor für Alterskrankheiten? Welche Bedeutung hat viszerales Fett für chronische Erkrankungen? Wie kann frühe Therapie Folgeerkrankungen verhindern? Warum sind Präventionsstudien regulatorisch schwierig? Welche Chancen bieten GLP-1-basierte Therapien für Healthy Longevity? Wie verändert Prävention die Nutzenbewertung von Medikamenten? Welche Verantwortung tragen Pharmaunternehmen im Gesundheitssystem? Warum ist Prävention eine Investition und kein Kostenfaktor? Welche Reformen braucht das Gesundheitssystem für gesunde Langlebigkeit?  Weitere Informationen zu Dr. Alexander Horn und Eli Lilly findest du hier: https://www.lilly.com/de/ Du interessierst dich für Gesunde Langlebigkeit (Longevity) und möchtest ein Leben lang gesund und fit bleiben, dann folge mir auch auf den sozialen Kanälen bei Instagram, TikTok, Facebook oder YouTube. https://www.instagram.com/nina.ruge.official https://www.tiktok.com/@nina.ruge.official https://www.facebook.com/NinaRugeOffiziell https://www.youtube.com/channel/UCOe2d1hLARB60z2hg039l9g   Disclaimer: Ich bin keine Ärztin und meine Inhalte ersetzen keine medizinische Beratung. Bei gesundheitlichen Fragen wende dich bitte an deinen Arzt/deine Ärztin.  STY-242 

staYoung - Der Longevity-Podcast
Nächste Folge: Big Pharma: Longevity im Fokus – Nina Ruge im Gespräch mit dem Eli-Lilly-Chef

staYoung - Der Longevity-Podcast

Play Episode Listen Later Jan 1, 2026 2:45


In der morgigen Podcastfolge widmen wir uns dem spannenden Thema Prävention in der Pharmaindustrie. Zu Gast ist Dr. Alexander Horn, Geschäftsführer von Eli Lilly and Company für Deutschland, Österreich und die Schweiz. Gemeinsam diskutieren wir, warum klassische Reparaturmedizin an ihre Grenzen stößt und wie personalisierte, präventive Ansätze neue Perspektiven eröffnen. Es geht um Biomarker, frühe Therapieansätze bei Alzheimer und Herz-Kreislauf-Erkrankungen sowie um Adipositas als zentrale Stellschraube für Healthy Longevity. Diese Folge zeigt, warum Prävention kein Kostenfaktor, sondern eine Investition in gesunde Lebensjahre ist Du möchtest tiefer in das Thema einsteigen? Hier gehts zum Podcast-Interview mit Dr. Alexander Horn: https://link.stayoung.de/STY-242EB Du interessierst dich für Gesunde Langlebigkeit (Longevity) und möchtest ein Leben lang gesund und fit bleiben, dann folge mir auch auf den sozialen Kanälen bei Instagram, TikTok, Facebook oder YouTube. https://www.instagram.com/nina.ruge.official https://www.tiktok.com/@nina.ruge.official https://www.facebook.com/NinaRugeOffiziell https://www.youtube.com/channel/UCOe2d1hLARB60z2hg039l9g Disclaimer: Ich bin keine Ärztin und meine Inhalte ersetzen keine medizinische Beratung. Bei gesundheitlichen Fragen wende dich bitte an deinen Arzt/deine Ärztin. STY-242

DH Unplugged
DHUnplugged #784: Auld Lang Xiety

DH Unplugged

Play Episode Listen Later Dec 31, 2025 63:01


Looking at a weird GDP data point. Calling BS on Russia/Ukraine peace talks. Gold and Silver – WOW! Closing out the year – a good one too! PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - CTP Cup - All systems go! 9 participants! - Lots to be excited about and anxious too - Looking at a weird GDP data point - Calling BS on Russia/Ukraine peace talks Markets - Gold and Silver - WOW! - Closing out the year - a good one too! - Buyers are still hot to buy any dip - "Diet" pills coming Bitters Making Progress  - Chocolate -Dark Cherry -Infusions - https://highdesertbotanicals.com NYE Celebration - Cities across America ring in the new year by dropping unexpected objects: - Amelia Island, FL drops a giant shrimp. - Nashville drops a 400lb musical note with 28,140 LEDs. - Boise, ID, drops a glowing potato. - Key West, FL, drops an eight-foot ruby-red heel—complete with a drag queen inside! - In Spain, revelers gulp down 12 grapes—one for each midnight chime—to bring luck for each month - Denmark - Danes toss old dishes at friends' doors—large piles of broken crockery at dawn are seen as tokens of good luck. What a year! - So many themes in 12 months - AI, Tariffs, War and Trade War, Fat drugs, Deglobalization - Data centers, semiconductors, and supporting infrastructure like power and cooling systems. - Approx: DJIA +13.5%, SP500 +17%, NASDA +21%, BTCUSD -7.6%, Gold +64%, SLV +145%, $DXY -9.5%, EEM +30% - 2026 - Opportunities and Auld Lang Xiety (Tech still looks frothy in certain names) Top New Year's Resolutions - Exercise More - Eat Healthier - Save More Money/Get Out of Debt - Be Happy/Improve Mental Health - Lose Weight - Spend More Time with Family & Friends - Learn a New Skill/Hobby - Get Organized Active Management (Funds) - Same report annually - A small group of tech super stocks accounted for an outsize share of returns in 2025, extending a pattern in place for the better part of a decade. - Around $1 trillion was pulled from active equity mutual funds over the year, marking an 11th year of net outflows, while passive equity exchange-traded funds got more than $600 billion. - The concentration of gains in a few stocks made it harder for active managers to do well, with 73% of equity mutual funds trailing their benchmarks this year, the fourth most in data going back to 2007. - BUT, there are some areas that it makes sense for active management ---- Equity vs Fixed income and reasoning --- Efficient markets, boots on the ground Fat Pill - The FDA has approved the first-ever GLP-1 pill from Wegovy maker Novo Nordisk. - Novo Nordisk said the starting dose of 1.5 milligrams will be available in early January in pharmacies and via select telehealth providers with savings offers for $149 per month. - The approval gives Novo Nordisk a head start over chief rival Eli Lilly, which is racing to launch its own obesity pill. - Packaged food makers and fast-food restaurants may be forced to overhaul more of their products next year as newly approved, appetite-suppressing GLP-1 pills become available in January PowerBall - A ticket sold in Arkansas scored a $1.8 billion Powerball jackpot after Wednesday night's draw — one of the richest lottery prizes in U.S. history, landing just in time for Christmas. - The payout soared after last Monday's drawing produced no winners, with last-minute ticket sales pushing the jackpot to $1.817 billion. That makes it the second-largest U.S. lottery prize ever and the biggest Powerball of 2025, the lottery website said on Thursday. - The winning numbers — 4, 25, 31, 52, 59 and the Powerball 19 - Odds: one in 292.2 million. Silver - Amazing year! - Sunday night futures - >$83 then turned hard lower| - Down 7% on Monday - Range $83 - $71 (15%) for the day - Some rumors about a bank collapse due to wrong way position on Silver - forced liquidation and covering.... ----- Hard to believe that a bank was short that much silver - but..... SoKo Breach - South Korean online retail giant Coupang said it will offer 1.69 trillion South Korean won ($1.17 billion) in compensation to 34 million users affected by a massive data breach disclosed last month. - That is about 4% of Coupang's annual revenue - but a big chunk of their profit - $34 per user NVDA Deal - Nvidia has yet to issue a public announcement or disclosure regarding its $20 billion Groq deal that CNBC was first to cover on Wednesday. - Groq described the deal as a “non-exclusive licensing agreement,” a tool that's been used by tech giants of late in part to avoid regulatory scrutiny. - Analyst: “Antitrust would seem to be the primary risk here, though structuring the deal as a non-exclusive license may keep the fiction of competition alive,” Bernstein's Stacy Rasgon wrote in a report. - Groq will remain an independent company (?) GDP Consumption - Something is a bit off.... - With the marketplace costs increasing, this may be more than a one-off expenditure Q3 GDP Surge Russia/Ukraine - Less that an hour after the White House claimed great movement toward peace - Russian President Putin told President Trump that Russia will revise its negotiating position, raising questions over prospects for peace deal - Russian Foreign Minister Sergei Lavrov says Ukraine tried to attack Russian President Putin's residence - Does anyone even listen to the crap coming out of the White House anymore? - Did you hear Lutnick trying to explain the 600% reduction in costs for pharmaceuticals? Math wizards! - - For 2026, my wish is that they continue to work on the job at hand and just shut up Just for fun - Who is biggest drinker of spirits? - While there's no single official "heaviest drinker," legendary wrestler Andre the Giant is widely cited as having unmatched capacity, famously downing 119 beers in one sitting (or even up to 156 in other accounts) Oil - Crude oil futures down about 9.5% YTD - Much of the drop due to pick up in production (supply/demand) - Still a floor with as Russia, Nigeria, Venezuela etc - What will it take to move up? Best Auto Stock for 2025? - GM! Better than ford, Tesla and others (up 55%) - best year from coming out of bankruptcy in 2009 - Ford up 35% - Mary Barra, CEO selling into the strength - $73 M sold this year (Position down 73% from what she held last year) - - - Barra has contended for years that stock undervalued. With all of these say what does that say now? --- Would she ever say shares are overvalued? More fun stats - A peer?reviewed 2025 study estimates AI data centers (including indirect usage from electricity generation) consumed 312–765 billion liters of water annually. That's more than all bottled water consumed worldwide each year - Direct (on-site) water is used for cooling servers via systems like cooling towers or liquid loops. Indirect (off-site) water stems from electricity generation—particularly from thermal and nuclear plants, which require significant cooling resources - ??? Estimates suggest a single standard AI prompt (about 100 words) is linked to around 1.5 liters of water—accounting for the entire chain of consumption. (This is total usage from cooling powr consumption, electricity generation) - Global AI workloads consumed 50–60 terawatt-hours (TWh) in 2025—roughly the annual electricity use of a medium-sized country like Switzerland. - By 2030, AI-related electricity demand could reach 300–500 TWh annually, according to energy analysts—comparable to the entire electricity consumption of countries like France. Over to Iran - President Trump tells reporters that if Iran is building up its nuclear program, the U.S. will have to "knock them down" again --- Wait - I thought we destroyed all of their nuke aspirations??? - - - AND - Iran's currency hit a record low, triggering wave of protests, according to Bloomberg Fed News - Top Fed Chair Candidate Odds Narrow Again, With Hassett at 43% and Warsh at 35% - President Trump still angry at Powell 0threating to sue for incompetence Odd - Tesla Inc. published a series of sales estimates indicating the outlook for its vehicle deliveries may be lower than many investors were expecting. - The carmaker posted estimates showing analysts on average expect the company to deliver 422,850 cars in the fourth quarter, down 15% from a year earlier. - Tesla is on course for its second consecutive drop in annual vehicle sales, with the company compiling an average estimate for 1.6 million deliveries, down more than 8% from a year earlier. - These are estimates published by analysts - Tesla put on its own site - WHY? End of Year Stat - The U.S. national debt is climbing at a rapid pace and has shown no signs of slowing down despite the growing criticism of massive levels of government spending. - The national debt, which measures what the U.S. owes its creditors, rose to $38,386,384,190,622.68 as of Dec. 30, according to the latest numbers published by the Treasury Department. - That is an increase of about $5.8 billion daily - ~$18 per person in the US per day increase ($7,300) - or about the monthly price of leasing a small Mercedes - Each person in US owes approx $128,000 Love the Show? Then how about a Donation? THE CLOSEST TO THE PIN 2025 Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt! CTP CUP 2025 Participants: Jim Beaver Mike Kazmierczak Joe Metzger Ken Degel David Martin Dean Wormell Neil Larion Mary Lou Schwarzer Eric Harvey (2024 Winner) FED AND CRYPTO LIMERICKS See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

ACEP Frontline - Emergency Medicine
Anti-Amyloid Therapies and ARIA - Highlighting the Pearls of the POC Tool with Dr. Christina Shenvi

ACEP Frontline - Emergency Medicine

Play Episode Listen Later Dec 31, 2025 27:36


In this episode, we get an update on Anti-Amyloid therapies and ARIA, along with the new POC tool to help physicians navigate these therapeutics and how they may impact patients in the emergency department. We talk with Dr. Christina Shenvi who introduced us to ARIA earlier in the year and now we have more evidence and a POC tool. Supported by Eli Lilly, USA

Capital
Radar Empresarial: Eli Lilly y Novo Nordisk bajan el precio de sus medicamentos en China

Capital

Play Episode Listen Later Dec 30, 2025 4:04


En el Radar Empresarial de esta jornada ponemos el foco en el negocio de los medicamentos para perder peso en Asia, un mercado que ha despertado un fuerte interés entre las grandes farmacéuticas. Novo Nordisk y Eli Lilly han identificado a China como un territorio clave para su expansión y ya han comenzado a mover ficha. Ambas compañías han decidido reducir de forma significativa el precio de sus tratamientos adelgazantes en el país con vistas al próximo año. En el caso de la empresa danesa, el coste de Wegovy se ha recortado casi a la mitad, mientras que la multinacional estadounidense ha lanzado Mounjaro por 445 yuanes, muy por debajo de los más de 2.000 que costaba antes. Los cambios en los hábitos sociales han convertido a China en un mercado enorme, impulsado por el crecimiento de la clase media y una dieta cada vez más calórica. Este contexto ha provocado un aumento sostenido del sobrepeso y la obesidad. Las estimaciones apuntan a que en 2030 más del 65% de la población china podría sufrir alguno de estos problemas. Ante este escenario, también han surgido iniciativas locales para desarrollar fármacos propios, como Mazdutide, una inyección creada por Innovent Biologics junto a Eli Lilly China, con pérdidas de peso cercanas al 15% tras 48 semanas. El desafío sanitario no se limita a Asia y también es prioritario en Estados Unidos, donde la obesidad y la diabetes ocupan un lugar central en la agenda pública. China, de hecho, es el país con más personas con diabetes: en 2024 se contabilizaban 148 millones de adultos, según la International Diabetes Federation. Por ello, firmas globales y competidores locales compiten por el liderazgo, mientras Novo Nordisk y Eli Lilly refuerzan sus vínculos con las autoridades chinas e impulsan nuevas inversiones estratégicas. Este acercamiento busca asegurar presencia a largo plazo y apoyar los objetivos del plan China Saludable 2030 oficial nacional.

Capital
Capital Intereconomía 10:00 a 11:00 30/12/2025

Capital

Play Episode Listen Later Dec 30, 2025 56:59


En Capital Intereconomía, el Radar Empresarial ha puesto el foco en Eli Lilly y Novo Nordisk, que han anunciado una bajada de precios de sus medicamentos en China, una decisión con impacto en el sector farmacéutico y en sus márgenes globales. En la entrevista, José Antonio Esteban, CEO de IronIA Fintech, ha explicado en detalle cómo funcionan las carteras modelo, para qué tipo de inversor están pensadas y cómo ayudan a tomar decisiones de inversión de forma estructurada y diversificada. En el Foro de la Inversión, Beltrán Palazuelo, gestor de DTLV Europe, ha compartido sus ideas de inversión para 2026, señalando dónde ve valor en un entorno marcado por la incertidumbre macro y los cambios en política monetaria. El programa ha cerrado con el Consultorio de Fondos junto a Félix González, socio director general de Capitalia Familiar Eafi, centrado en ideas de inversión en renta fija para 2026.

Stock Market Today With IBD
Stocks Retreat With Fed Minutes, New Year Right Around Corner; Reddit, Vita Coco, Eli Lilly In Focus

Stock Market Today With IBD

Play Episode Listen Later Dec 29, 2025 24:41


Justin Nielsen and Alexis Garcia analyze Monday's market action and discuss key stocks to watch in Stock Market Today. Learn more about your ad choices. Visit megaphone.fm/adchoices

Die Krypto Show - Blockchain, Bitcoin und Kryptowährungen klar und einfach erklärt
#1024 Novo Nordisk pumpt 10% mit neuer Abnehmpille - jetzt einsteigen? (Daily Snippet)

Die Krypto Show - Blockchain, Bitcoin und Kryptowährungen klar und einfach erklärt

Play Episode Listen Later Dec 23, 2025 5:58


Daily Snippet vom 23.12.2025 Warum der 10 % Pump trügt: Während die Anleger den Kurs nach der US-Zulassung hochjubeln, ignorieren sie ein fundamentales Problem: Die „User Experience" der neuen Novo-Pille ist ein Albtraum. Im direkten Vergleich mit den kommenden Multi-Agonisten von Eli Lilly wirkt das Produkt veraltet, bevor es überhaupt richtig im Regal steht. —— Hier geht es zum Blog: https://www.julianhosp.com/de/blog/daily-snippet-23-12-2025 —— Folge mir für ehrliche Finanz-Einblicke!  Montag bis Freitag: Dein persönliches Finanz-Audio. Kompakt, klar und mit den wichtigsten Marktinfos für deinen Vorsprung: 

Alles auf Aktien
Neue Hoffnung für Novo Nordisk und die Coinbase-Revolution

Alles auf Aktien

Play Episode Listen Later Dec 23, 2025 24:50


In der heutigen Folge sprechen die Finanzjournalisten Nando Sommerfeldt und Holger Zschäpitz über einen Weltraum-Überflieger, den nächsten Orsted-Rückschlag und die 3 perfekten Erbstreit-Vermeidungsfragen. Außerdem geht es um Micron, Nvidia, Broadcom, AMD, Eli Lilly, Abivax, Huntington Ingalls Industries, Starfighters Space, iShares Quantum Computing ETF (WKN: A41HPW), ETF Van Eck Space Innovators (WKN: A3DP9J9), D-Wave Quantum, Rigetti 13%, Ionq 11%, Quantum Computing 13%, Interactive Brokers, ICE, Draftkings, Flutter Entertainment, Robinhood. Die aktuelle "Alles auf Aktien"-Umfrage findet Ihr unter: https://www.umfrageonline.com/c/mh9uebwm 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 und AAA-Newsletter.[ 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] (https://open.spotify.com/playlist/6zxjyJpTMunyYCY6F7vHK1?si=8f6cTnkEQnmSrlMU8Vo6uQ) findest Du die Samstagsfolgen Klassiker-Playlist auf Spotify! 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

The EMG GOLD Podcast
S11 E05: Pharma's year in review 2025

The EMG GOLD Podcast

Play Episode Listen Later Dec 23, 2025 16:50


This week, Isabel brings together three expert voices for an end-of-year round-up, reflecting on the moments that shaped healthcare and life sciences in 2025. Joined by Jonathan Sackier, Chairman, Medical Advisory Board, EMJ, Hanna Svanbäck, Executive Director for Neuroscience, Eli Lilly, and omnichannel expert Yacin Marzouki, the conversation looks back on a year defined by both disruption and progress. Across the episode, the contributors share their perspectives on the biggest setbacks and standout successes of the past 12 months, from regulatory uncertainty and access challenges to collaboration, innovation and scientific momentum. They also reflect on the lessons 2025 has taught them, and what those insights mean for patients, industry and the year ahead. Speaker bios Hanna Svanbäck Executive Director for Neuroscience, Eli Lilly With over 15 years at Eli Lilly, Hanna leads Neuroscience operations across the UK, Ireland and the Nordics, driving scientific innovation and patient-centred research. Jonathan Sackier Chairman, Medical Advisory Board, EMJ Jonathan is a surgeon by training and a founding partner of many start-ups in the medical technology space, as well as being the creator of the world's first operating room robot. Yacin Marzouki  Omnichannel expert Within the pharmaceutical sector, Yacin specialises in shaping seamless customer journeys, driving content activation and aligning global strategies with local execution.

Mercado Abierto
Repaso de la jornada en Wall Street

Mercado Abierto

Play Episode Listen Later Dec 23, 2025 10:28


Eli Lilly, Nvidia, Micron, Warner Bros Discovery, Netflix y Paramount son los protagonistas. Lo analizamos con Candela Casanueva, gestora de Renta 4 Gestora.

Mercado Abierto
Análisis de la sesión en Wall Street

Mercado Abierto

Play Episode Listen Later Dec 22, 2025 8:53


Ignacio Vacchiano, responsable de distribución en España de Leverage Shares, sigue de cerca los escenarios de Nvidia, Warner Bros, Apple, Tesla, UBER, LYFT y Eli Lilly.

Down to Business English: Business News to Improve your Business English

GLP-1 drugs have become one of the most important developments in the pharmaceutical industry. With products like Ozempic, Wegovy, and Mounjaro in high demand, competition between drug makers is growing quickly. In this episode of Down to Business English, Skip Montreux and Dez Morgan get Down to Business with GLP-1 inhibitors — the drugs behind today's weight-loss boom. They explain who the main players are, including Novo Nordisk and Eli Lilly, and compare their leading products. Their discussion also looks at a major recent development: Pfizer's acquisition of biopharma startup Metsera, and why this deal could significantly change the market. Skip and Dez's conversation gives listeners a clear and practical introduction to competition and strategy in the pharmaceutical industry — while helping you improve your Business English. In this episode, you will learn: What GLP-1 drugs are and what they are used for. The main differences between Ozempic, Wegovy, Mounjaro, and Zepbound. Why Eli Lilly is gaining market share, especially in North America. How Pfizer's acquisition could affect future weight-loss treatments. Do you like what you hear? Become a D2B Member today for to access to our -- NEW!!!-- interactive audio scripts, PDF Audio Script Library, Bonus Vocabulary episodes, and D2B Member-only episodes. Visit d2benglish.com/membership for more information. Follow Down to Business English on Apple podcasts, rate the show, and leave a comment. Contact Skip, Dez, and Samantha at downtobusinessenglish@gmail.com Follow Skip & Dez Skip Montreux on Linkedin Skip Montreux on Instagram Skip Montreux on Twitter Skip Montreux on Facebook Dez Morgan on Twitter RSS Feed

Ask Doctor Dawn
Weight Loss Drug Wars, Chromothripsis Cancer Discovery, Steroid Blood Clot Risks, Creatine for Elders, Mammogram Study Flaws, Red Meat Myths, and Dr. Oz's Report Card

Ask Doctor Dawn

Play Episode Listen Later Dec 20, 2025 48:45


Broadcast from KSQD, Santa Cruz on 12-18-2025: Dr. Dawn opens by examining how market competition is actually working in the weight loss drug sector. Novo Nordisk's Ozempic and Wegovy compete against Eli Lilly's Monjaro and ZepBound, with prices dropping nearly 50% as companies launch direct-to-consumer websites. The main barriers remain needles and refrigeration, driving development of oral versions. Novo's Wegovy pill awaits FDA approval for early 2026 launch at $150 monthly. Next-generation drugs show remarkable results: Eli's retatrutide causes 24% weight loss in 48 weeks, while Novo's Cagrisema combines semaglutide with amylin to reduce muscle loss. Pfizer paid $10 billion for Metsera's once-monthly drug despite significant side effects. A quick fiber tip suggests adding plain psyllium to morning coffee for cardiovascular and microbiome benefits. Start with half a teaspoon and work up to two teaspoons (10 grams) over several weeks to avoid gas. The prebiotic fiber improves glucose tolerance and may reduce cancer risk. UC San Diego scientists discovered why cancers mutate so rapidly despite being eukaryotic cells with protected chromosomes. The answer is chromothripsis, a catastrophic event where the enzyme N4BP2 literally explodes chromosomes into fragments. These reassemble incorrectly, generating dozens to hundreds of mutations simultaneously and creating circular DNA fragments carrying cancer-promoting genes. One in four cancers show evidence of this mechanism, with all osteosarcomas and many brain cancers displaying it. This explains why the most aggressive cancers resist treatment. Research from 2013 shows any glucocorticoid use significantly increases venous thromboembolism risk, with threefold increases during the first month of use. The risk applies to new and recurrent clots, affecting both oral and inhaled steroids, though IV poses highest risk and topical the lowest. Joint injections fall somewhere between inhaled and oral. Anyone with prior blood clots should avoid steroids except for life-threatening situations like severe asthma attacks requiring ventilation. A meta-analysis of 20 randomized controlled trials shows creatine supplementation helps older adults (48-84) maintain muscle mass when combined with weight training two to three times weekly. The supplement provides no benefit without exercise. Recommended dosing starts at 2 grams and works up to 5 grams daily. Vegans benefit most since they consume little meat or fish. Important caveat: creatine throws off standard kidney function tests (creatinine), so users should request cystatin C testing instead for accurate renal health assessment. A new JAMA study suggesting risk-based mammogram screening is fatally flawed. First, researchers offered chemopreventative drugs like tamoxifen only to the high-risk group, contaminating the study design. Second, the demographics skewed heavily toward white college-educated women, missing the reality that Black women face twice the risk of aggressive breast cancer with 40% higher mortality. Third, wild-type humans failed to follow instructions—low-risk women continued getting annual mammograms anyway while high-risk women skipped recommended extra screenings. The conclusion of "non-inferior" outcomes is meaningless given poor adherence. Stick with annual mammograms, and consider alternating with MRIs for high-risk women. The EAT-Lancet report condemns red meat based purely on observational data showing correlations with heart disease, cancer, and mortality. But people who eat lots of red meat differ dramatically from low consumers: they weigh more, smoke more, exercise less, and eat less fiber. Studies can't control for sleep quality, depression, or screen time. Notably, heavy meat eaters also die more in accidents, suggesting a risk-taking lifestyle phenotype. The inflammatory marker TMAO is higher in meat eaters, but starch is also pro-inflammatory. Eating red meat instead of instant ramen might improve health. A balanced diet with limited amounts beats epidemiology-based blanket statements. Dr. Dawn grades Dr. Oz's performance as CMS administrator. Starting at minus one for zero relevant experience, he earns plus two for promoting diet, exercise, and gut health on his show. He studied intensively after nomination, calling all four previous CMS directors repeatedly and surrounding himself with experienced staff (plus one). He finalized Medicare rules favoring prevention over surgery and earned bipartisan praise as "a real scientist, not radical" (plus one). He divested healthcare holdings but kept some blind trust interests (minus 0.5). He's developing a CMS app and partnering with Google on a digital health ecosystem (plus one), but supports ending ACA subsidies that will raise premiums for millions (minus one). He correctly promoted COVID vaccines and contradicted Trump's Tylenol-autism claims (plus one). Final score: 3.5 out of 5 possible points, the only positive score for any Trump health administrator.

BizNews Radio
BN Daybreak Friday 19 Dec: SA's top stocks for 2025; Tech stocks rebound; Trump boosts cannabis; Novo v Eli Lilly

BizNews Radio

Play Episode Listen Later Dec 19, 2025 19:49


Seize the day with the freshest news you can use to help you conquer another active business day - from the team at BizNews and our global partners. This episode features a rundown of the best (and worst) performing SA stocks for 2025; an overnight rebound in tech stocks on Wall Street; Donald Trump's downgrading of cannabis laws didn't go far enough for disappointed investors; the battle for weight drug supremacy between Novo Nordisk and Eli Lilly - and more. This is the final episode of BizNews Daybreak for 2025 - it returns on Monday, January 5.

The Green Insider Powered by eRENEWABLE
Securing Critical Infrastructure: Insights from Tom Sego

The Green Insider Powered by eRENEWABLE

Play Episode Listen Later Dec 18, 2025 15:20


Tom Sego, founder and CEO of BlastWave, discussed his background in chemical engineering and his journey through various industries, including roles at Caterpillar, Eli Lilly, Emerson Electric, Alta Vista, and Apple. He explained that BlastWave was founded to combine Apple’s ease of use with cybersecurity, focusing on protecting critical infrastructure as it becomes increasingly digitized. Tom emphasized that human error is a significant security risk, citing an example from the San Jacinto Water District. This Follower Friday podcast is sponsored by UTSI International. Tom's podcast includes: Critical infrastructure sectors (like oil and gas, transportation, and manufacturing) face higher cyber risks than traditional IT systems due to the severe consequences of attacks and the challenge of securing legacy devices. Integrating old and new technologies is achieved by using a translation mechanism that enables secure communication between legacy systems and modern infrastructure. Artificial intelligence (AI) has a dual impact: it can enhance attackers' ability to automate cyberattacks, but it also offers opportunities to improve security, such as by eliminating vulnerabilities like passwords. Technology solutions are essential for reducing the human burden in security, especially for defending against phishing and reconnaissance attacks. Eliminating attack vectors (e.g., usernames and passwords) can significantly reduce security risks, regardless of how effective or frequent attacks become. Focusing on the safety of critical infrastructure allows people to prioritize what matters most in life, such as family, relationships, and health. To be an Insider Please subscribe to The Green Insider powered by ERENEWABLE wherever you get your podcast from and remember to leave us a five-star rating. This podcast is sponsored by UTSI International. To learn more about our sponsor or ask about being a sponsor, contact ERENEWABLE and the Green Insider Podcast. The post Securing Critical Infrastructure: Insights from Tom Sego appeared first on eRENEWABLE.

WALL STREET COLADA
Wall Street se apoya en semiconductores mientras espera señales de la Fed.

WALL STREET COLADA

Play Episode Listen Later Dec 18, 2025 4:32


Summary del show: — Micron lidera el rebote tecnológico con una guía sólida. — El CPI retrasado de noviembre vuelve al centro del mercado. — Elliott entra en Lululemon y presiona cambios de liderazgo. — Eli Lilly avanza en obesidad con su píldora oral.

Stock Market Today With IBD
Stocks Rally On Hot Micron, Cool Inflation; Reddit, AppLovin, Eli Lilly In Focus

Stock Market Today With IBD

Play Episode Listen Later Dec 18, 2025 12:09


Alexis Garcia and Ed Carson walk through Thursday's market action and discuss key stocks to watch in Stock Market Today. Learn more about your ad choices. Visit megaphone.fm/adchoices

The MM+M Podcast
Meet the 'GLP-1 evangelist'

The MM+M Podcast

Play Episode Listen Later Dec 17, 2025 31:04


2026 is going to be an exciting year for the GLP-1 space – you know it and I know it.Long dominated by the likes of Eli Lilly and Novo Nordisk, several other drugmakers are expected to challenge for market share. More drugmakers are coming in for a slice of that increasingly lucrative pie.We can never get enough conversation around GLP-1s, which is why we're capping 2025 with one more interview about this powerful class of drugs.​Katie Chlada, managing director at M+C Saatchi North America, joins us as our final podcast guest of the year. A self-described “GLP-1 evangelist” and “nerd,” Katie spoke with managing editor Jack O'Brien about what the future holds for these drugs, the access and affordability obstacles facing patients and how medical marketers can better communicate about these medications.And for our Trends segment, we have an interview from our recent AI Deciphered conference with Ian Cohen, head of creative and content, global communications at Ford Motor Company. Check us out at: mmm-online.com Follow us: YouTube: @MMM-onlineTikTok: @MMMnewsInstagram: @MMMnewsonlineTwitter/X: @MMMnewsLinkedIn: MM+M To read more of the most timely, balanced and original reporting in medical marketing, subscribe here.Music: “Deep Reflection” by DP and Triple Scoop Music. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

BioSpace
Lilly's Triple Triumph, Prasad's COVID Error, J&J's Surprise Voucher, M&A Targets

BioSpace

Play Episode Listen Later Dec 17, 2025 20:04


Eli Lilly is wrapping up 2025 with record-breaking weight loss in a late-stage trial for its triple hormone receptor agonist retatrutide. Results from the Phase III TRIUMPH-4 trial exceeded analyst expectations, leading BMO Capital markets to cleverly dub it “a true TRIUMPH.” Also in the weight loss arena, Zealand Pharma inked a deal with China's OTR Therapeutics worth up to $2.5 billion to collaborate on next-gen drugs for obesity and other metabolic diseases, and Rhythm Pharmaceuticals awaits a Dec. 20 FDA verdict for Imcivree in hypothalamic obesity.   Turning to the FDA, reports broke late last week that the agency was considering slapping a black box label—its strictest warning—on COVID-19 vaccines. Commissioner Marty Makary denied those reports on Monday, stating on Bloomberg TV that the FDA has “no plans” to make such a move. This follows an internal memo from Vinay Prasad leaked over Thanksgiving in which the CBER director claimed that “at least” 10 children have died “because of” COVID-19 vaccines. An internal safety review published last week refuted this conclusion, instead concluding that between zero and seven deaths could be linked to the shots.   Pfizer CEO Albert Bourla, for one, is tired of the recent rhetoric from HHS on vaccines and hopes they are “an anomaly” that will be corrected soon. With strong words about the administration's sentiment on vaccines, Bourla prominsed Pfizer's continued investment in vaccines despite declining revenue. Pfizer this week lowered its 2026 guidance to $62.5 billion in revenue, missing analyst consensus.  The FDA has also granted several approvals in the past week, to Amgen, Milestone Pharmaceuticals and AstraZeneca and Daiichi Sankyo. USAntibiotics also snagged a greenlight, for Augmentin XR, the first approval to be given under the agency's new Commissioner's National Priority Voucher (CNPV) program. Also this week, Johnson & Johnson scored a CNPV ticket—without even having to apply—for its investigational combo of Tecvayli plus Darzalex for relapsed or refractory multiple myeloma after the FDA was impressed by Phase III data.   In ClinicaSpace this week, we highlighted 5 of 2025's Defining Clinical Wins and The 5 Most Painful Clinical Trial Failures of 2025. This past week provided a few more on each front. In the winner's circle, Immunome's desmoid tumor drug and and Kyverna's CAR T for stiff person syndrome both aced pivotal trials, while Sanofi's MS drug tolebrutinib and Gilead and Arcus' TIGIT therapy domvanalimab each failed Phase III tests.   And in BioPharm Executive, we highlight 6 Biotechs That Could Be Big Pharma's Next M&A Target, and more M&A predictions for 2026.  

Alabama's Morning News with JT
Congressman Robert Aderholt on Space Command and Eli Lilly relocating to Huntsville

Alabama's Morning News with JT

Play Episode Listen Later Dec 17, 2025 9:51 Transcription Available


InvestTalk
Global Divergence: Europe Stalls, US Chugs Along

InvestTalk

Play Episode Listen Later Dec 16, 2025 46:12


Recent data shows the UK economy shrinking and German industrial production stalling, while US PMI data remains robust. This divergence suggests the US remains the "cleanest dirty shirt" in the global economy.Today's Stocks & Topics: First Trust Water ETF (FIW), Market Wrap, Residential Real Estate in the Bay Area, “Global Divergence: Europe Stalls, US Chugs Along”, Contango Ore, Inc. (CTGO), Dolly Varden Silver Corporation (DVS), Options & Capital Gains, Transport Stocks, NFLX and WBD Merge, Costco Wholesale Corporation (COST), Eli Lilly and Company (LLY), Bank Stocks.Our Sponsors:* Check out ClickUp and use my code INVEST for a great deal: https://www.clickup.com* Check out Incogni: https://incogni.com/investtalk* Check out Invest529: https://www.invest529.com* Check out NordProtect: https://nordprotect.com/investalk* Check out Progressive: https://www.progressive.com* Check out Quince: https://quince.com/INVEST* Check out TruDiagnostic and use my code INVEST for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands

IoT For All Podcast
Moving Past the Pilot Phase in IoT and AI | HiveMQ's Barry Libert | Internet of Things Podcast

IoT For All Podcast

Play Episode Listen Later Dec 16, 2025 19:37


In this episode of the IoT For All Podcast, Barry Libert, Chairman and CEO of HiveMQ, joins Ryan Chacon to discuss moving past the pilot phase in industrial IoT and AI. The conversation covers viewing businesses as data streaming entities, the importance of understanding one's data collection processes, aligning different tiers of employees to achieve success, the shift from connectivity to AI data platforms, the role of agentic workflows, and the type of leadership required to navigate the evolving landscape of data and AI.Barry Libert is the Chairman and CEO of HiveMQ. He has spent 40+ years as a board member, CEO, and serial entrepreneur. He founded and exited several businesses, advised more than 350 CEOs, and served on more than 35 boards in his career. Most recently, Barry transformed Anaconda into a unicorn, adding $100M in new ARR in 18 months based on a proprietary open- source/open-core commercialization GTM playbook he co-designed and implemented.Barry is focused on AI platforms with network effects and data moats. He has co-authored 6 books, 20+ ebooks, and 500+ articles in the WSJ, NYT, HBR, MIT, and Forbes. He has appeared on CNN, CNBC, Fox, NPR, and delivered 500+ speeches to 250,000+ people globally. Barry began his career with McKinsey & Company, was a managing director of John Hancock's $2B Real Estate Equity arm, and was a partner at Arthur Andersen. Barry is a graduate of Tufts University (BA) and Columbia University (MBA).HiveMQ is the Industrial AI Platform helping enterprises move from connected devices to intelligent operations. Built on the MQTT standard and a distributed edge-to-cloud architecture, HiveMQ connects and governs industrial data in real time, enabling organizations to act with intelligence. With proven reliability, scalability, and interoperability, HiveMQ provides the foundation industrial companies need to operationalize AI, powering the next generation of intelligent industry. Global leaders including Audi, BMW, Eli Lilly, Liberty Global, Mercedes-Benz, and Siemens trust HiveMQ to run their most mission-critical operations.Discover more about IoT and AI at https://www.iotforall.comFind IoT solutions: https://marketplace.iotforall.comMore about HiveMQ: https://www.hivemq.comConnect with Barry: https://www.linkedin.com/in/barrylibert/Subscribe on YouTube: https://bit.ly/2NlcEwmJoin Our Newsletter: https://newsletter.iotforall.comFollow Us on Social: https://linktr.ee/iot4all

On The Pen: The Weekly Dose
Compounded Retatrutide? What the Judge Said

On The Pen: The Weekly Dose

Play Episode Listen Later Dec 16, 2025 29:09


Retatrutide is years away from FDA approval and yet the fight over access, price, control of this medication is already well underway. That's what this podcast is going to be about today. There's well over a hundred thousand people by my estimates who are already on some form of this medication today. And that should tell you enough about how disruptive this molecule is and will be. It is a game changer among game changer. We've been talking about it for three years here at On The Pen, well before any of your favorite gym bros were talking about Retatrutide. We were talking about Reta, who tried Retatrutide here at On The Pen. And that's because we identified this triple agonist as a game changer among game changers. So This is going to be a very Retatrutide heavy episode, and so I hope you'll join us and stick with us if this is a topic you enjoy, because I think this is really going to effectively lay the groundwork for what accessibility to this medication will look like. So let's get into it. Welcome to the On The Pen Podcast with your host, Dave Knapp. Welcome to the On The Pen, the weekly dose podcast. This is our weekly roundup in incretin memetic news. And frankly, there's no news that is bigger than Reta-Trutide news. Just find me any news that is bigger than the data that we got on Reta-Trutide. Now, we already did a video about the Triumph Phase II clinical trials that we got in osteoarthritis of the knee. You can go back and check out that video if you'd like more data. So we're not gonna super... rehash the data. We'll go over at a high level what the data showed us. We're not going to go over how the medicine works, because by now we all know that it's the triple agonist, right? If terzapatide was a dual agonist, GLP-GIP, Retatrutide is the triple agonist that adds to it a glucagon component, which is absolutely just shredding, shredding liver fat. It is absolutely revving up people's metabolism and showing a tremendous amount of weight loss. So let's get into what the weight loss looked like in this first trial, because there are longer obesity trials where, where the primary outcome is the weight loss this was again a specific trial in measuring pain reduction in folks with osteoarthritis of the knee but check out these numbers these are placebo adjusted meaning it's taking the two percent out that people lost on placebo but looking at these numbers Folks on one milligram over forty eight weeks lost seventeen percent. They bumped up to four milligrams. Those folks lost twenty two percent. So right there at the lowest dose, you're already reaching the efficacy of today's drugs that are on the market, like triseptide and semaglutide in their various forms. If you bumped up to eight milligrams, you saw twenty four percent placebo adjusted weight loss and at twelve milligrams, twenty six point four percent weight loss. Adding back in that two percent of the placebo that those on placebo loss, that's twenty eight point four percent weight loss in these forty eight weeks at the highest dose. When you adjust for some of the more real world outcomes, you kind of ding the numbers a little bit based upon people who quit the drug, et cetera. Those numbers look more like a twenty percent weight loss and twenty three point seven percent weight loss at the highest dose. But even then, you're still seeing a drug that is better than the current drugs that are on the market. around forty eight percent of patients on Retatrutide lost greater than twenty five percent. And then if you were at that twelve twelve milligram dose, that highest dose patients lost fifty nine percent of patients lost more than twenty five percent of their body weight. There was a subset that lost thirty percent of their body weight and some even over thirty five percent of their body weight on Retatrutide. So the lower doses compete with today's best drugs and the upper doses are entering into bariatric surgery level weight loss. And that's putting the whole obesity system on notice and probably a lot of surgeons nervous because typical body weight loss was something like the street sleeve gastrectomy. For example, it's about eighteen to twenty five percent body weight. The Roux-en-Y gastric bypass twenty five to thirty five percent weight loss or the duodenal switch thirty to forty percent weight loss. So the upper doses of Ritutrutide overlap with sleeve and bypass outcomes without any surgery. It's incredible. It is a game changer among game changer. It is the new benchmark in obesity medicine. And there's actually more data, like I said, landing in later twenty twenty six. The longer duration will historically, if history is a marker, equal more weight loss than we even see here at this forty eight weeks. We have an interview that will be airing later this week on our channel and on our podcast with our friend Mimi from Australia who just wrapped up her clinical trial on Retatrutide. They ended it like ten weeks early on her, which was a huge bummer to her. So we're going to hear from her because she had to end abruptly. We're going to hear her story, an incredible story. She's one of those folks that got up that thirty five percent body weight loss in the time that she was on Retatrutide. So, this is just showing you that these drugs are not simply an alternative to bariatric surgery. We are approaching a point in time where these are on par with bariatric surgery, and as people are on this Reta-Trutide trial, you see that these numbers aren't plateauing either. So we will see stronger weight loss numbers the longer that these folks are on this trial. And I think you'll see some of those numbers in that population of folks on the higher doses eclipse maybe even some of what we see with some of these bariatric surgeries. the real story that i think is taking shape here is not in how powerful Retatrutide is because we've literally been expecting or anticipating this kind of data for more than three years at on the pin we've been talking about this and i think that's sort of reflected in the fact that you didn't see this massive spike in eli lilly stock wall street was expecting this as well Um, so it was on par, I think with expectations, but the expectations are astronomical compared to previous options that were available to patients and all the innovation in the world. All of these drugs, we talked at last week about WV, E double Oh seven, the James Bond of weight loss that targets fat, not only targets fat loss, but it also targets the promotion of building of, of lean muscle mass. We're talking about an insane future in obesity medicine. But none of it means anything if people can't access it. And that's really where we are today in terms of ensuring that there's going to be an option for everyone. And that's sort of what I want to get into today, because Lilly wants Retatrutide to be classified as a biologic, so not a traditional small molecule drug like you've seen every other incretin and nutrient-stimulated hormone-treating obesity on the market to date. They're trying to get this classified as a biologic. Now, we talked about this before on the podcast. That matters in three major ways. It affects the exclusivity length of time that a pharmaceutical company has on a drug. That goes from, I believe, five years of market exclusivity to twelve. It affects compounding rules because biologics cannot be compounded. And then that gives the pharmaceutical companies a tremendous amount of pricing power in the marketplace, because essentially there's no competition and there's no competition for a long time. But this whole argument about getting this classified as a biologic is not about safety. It's about protection and we're going to get into it. So let's explain this here. This is why Retatrutide really is not a biologic arguably. So biologics are large proteins. There are hundreds of or even thousands of amino acids grown in living cells that are sensitive to tiny manufacturing changes. Retatrutide is a short chain peptide. It's chemically synthesized and it is below the traditional biological size thresholds when it comes to how those things are defined. We'll just leave it at that. So even though it acts like a biologic in the body, it's made like a drug. It's made like a small molecule drug. And if it's treated as a drug, they get, like I said, five years of market exclusivity. Now, really a lot of confusion around what this means, but essentially the first five years of the life of a drug, the patent can be challenged for a number of reasons. We've seen patent challenges right now are going on in the courts for both semaglutide and terzepatide. But these companies are guaranteed that five years of market exclusivity, no matter how those patent lawsuits shake out. That five years jumps to twelve years with the biologic. So ultimately, there's no biosimilars that are allowed during that twelve year window. Again, with terzapatidin and semaglutide, it's five years. They could lose their market exclusivity within five years of the release of the patent. twelve years with a biologic. So if they lose their patent challenges on Trezabitide, they still have some time left with market exclusivity for the drug. They likely will not lose those, but that jumps to twelve years. And I think the most important thing to understand about the reclassification of Reta-Trutide to a biologic would mean that, 503A and 503B pharmacies are effectively locked out of compounding this medication, 503Bs would have some latitude arguably, but they would face extreme barriers. Routine compounding becomes legally and technically restricted because biological status doesn't slow compounding down. It actually shuts the door or almost completely shuts the door. Biologics not only would allow Lilly to have longer market exclusivity, no compounding, but it would allow them to command a higher price in the marketplace because A, they get this designation and there's an assumption when they bring this to market that they're harder to manufacture, that they're harder to copy, that there are fewer negotiating alternatives for payers. They can command a higher price with the insurance companies, and the price pressure stays muted for much longer because, again, you don't have those pressures of compounding. You don't have the pressures externally from lawsuits that could end your market exclusivity in that first five years of the drug's existence. So there's just a lot of price pressure upwards on a biologic compared to a normal small molecule drug. And when there's no credible alternative or backup option, which to Retatrutide, there wouldn't be, it'd be the first drug that has bariatric surgery level results. The prices won't come down. They'll command a massive price and the prices won't come down. So let's talk about where this currently stands because ultimately the Eli Lilly went to the FDA. We've been covering this for well over a year, maybe close to two years now, a year and a half at least. Lily went to the FDA, they said, we want this classified as a biologic, here are the reasons why. The FDA initially said, no, we're not gonna do that. So Lily challenged that decision in court. So the point that we're at today is the court told the FDA to reconsider and better explain itself So the first no given to the FDA to Lilly didn't stick. The courts looked at it and they said, you need a better, you need to reconsider your decision and you need to explain your decision better to Lilly. So ultimately we're sitting now at the point where the court has made its decision that the FDA has to go back and now we await basically what the FDA has to say on this. But if this thing is classified as a biologic, that would be a massive massive loss for patients. Now, again, we're, we're focusing on the accessibility of this drug into the future. And, and I think that this is an important conversation to have. One of the interesting points that I have to bring into the conversation is the fact that I got to sit in on a, on a closed session question and answer with the media. I didn't get to answer or, excuse me, excuse me, ask a question at this time, but shortly after the most favored nations announcement, with eli lilly and the trump administration in the oval office that day there was a press briefing that i was invited to dave ricks was asked by max bayer reporter of endpoints who we've interviewed here on this very podcast and he was asked was Retatrutide included in the most favored nations discussions meaning will we get a cash pay version of Retatrutide uh that is you know circumventing the pbms uh will we get these cheaper prices will will it be be two hundred fifty dollars also and there was a hard no there was a hard no like no that was not included that was not part of these discussions even though what we heard from the trump administration was that those these companies that were jumping on to the most favored nations agreement were also agreeing to offer future drugs at most favored nations pricing now was lily saying that no they're not going to offer it at the it wasn't part of the negotiations in terms of the price points that they had discussed for triseptide maybe or did it mean altogether there won't be a cash pay option of this medication i don't know um that we would love to get clarity on But I highly doubt we're going to get any more information than necessary at this point in time. So, Reta-Trutide is being positioned to be a drug that, and well so, should be offered at a premium. This is a drug that is far exceeding the current drugs that are on the market. I think that we're gonna see even the indications of Reta-Trutide far beyond simple obesity, but it is going to be their crown jewel for the next decade, more than likely. Reta-Trutide is going to be a massive drug, and so they're attempting to build a moat around it. And these are things that we need to be aware of as a community so that we can hold our positions and conversations about these and basically, you know, be able to articulate to people in positions of power like this is an important thing to us. This is an important thing in the advocacy of obesity and sort of the next frontier of the fight of accessibility, which marches on. each and every day because of course the current drugs, while as great as they are and as much as access is expanding, there are still people with sicker or rather more advanced versions of metabolic disease that are gonna need these newer treatments and price is going to be a huge factor. So let's talk about the gray market right now because I think it's also nearly impossible to talk about this topic without including a discussion about the gray market because there are, as I mentioned at the outset, hundreds of thousands of people on this medication already. So research grade Retatrutide exists. It's in the gray markets of the Internet. It's where people are going and they're buying, you know, basically versions of these these peptides that are made in factories overseas. They're being imported into the United States, oftentimes illicitly in shipments that are marked as something else. The FDA has tried to crack down. There's no doctor involved in this. It's a very, that's why it's called the gray market, right? So it's not a prescription medicine, but the demand for this is massive. And all you have to do is really scroll your TikTok for about fifteen minutes. You're going to come across a insane amount of content on the topic of Retatrutide. An insane amount of, and oftentimes, you know, what I find most disturbing is oftentimes it looks like very young people. very young people taking Retatrutide. Crazy, it's crazy. But the demand is massive and there's a whole gray market for it proliferating over on TikTok and in the far reaches of the internet. And I would estimate that tens, if not hundreds of thousands of people are already or have already used it. And I think it's a testament to a to to the effectiveness of this drug. It's also a testament to the fact that there needs to be more guardrails, I think, around this stuff than there currently is, because gray markets appear and they thrive when legal access lags the reality of the demand for the medication. And you saw this earlier this week as we launched a petition to fight back against the Safe Drug Act of twenty twenty five, a drug, a drug act that is in theory designed to put guardrails around compounding. But in practice, I think is creating a new battlefield for Eli Lilly and Novo Nordisk to shut down compounding on the current classes of medications, which is why We as a community need to be loud about our opposition to it. If they were really concerned about the safety of compounds, they would do two very simple things. They would require reporting around the active pharmaceutical ingredient of a compound. Patients ought to be able to know where the actual source of their medication is coming from. And they should know that those places are FDA approved and inspected. And the second thing is they should require adverse event reporting. Those are required of 503Bs. They should be required of 503As as well. 503As are making a tremendous amount of money. They're making thousands and thousands of these scripts. So when there are adverse events, they should be required to report those to the FDA. Simple. None of that is in this bill. None of it. None of it. Instead, it seeks to put caps on the amount of compounds that can be made by a compound pharmacy without them having to report to the FDA. And then it seeks to codify the definition of essential copy. Again, all of these things that will become law and then argued in court and then a battlefield for Lilly to potentially win a legal battle and thwart compounding. It's creating a new battlefield for them. They're losing in the courts. They're losing with the current language that exists in the Food, Drug, and Cosmetic Act. So we create new language. We create new law. Just vague enough to pull some threads and hopefully win something in court. That's how I see it. You may see it differently. If you do, curious to hear from you. But if you want to fight back against this legislation, you can go to otplinks.com and fight back against that. piece of legislation, because I think that we need as a community to have our voices heard on this, especially those who have gotten healthier by way of compounded medications. So the rumor on the gray market, to get back and close the thought loop here, There's been no specific FDA cutoff announced, but what the rumors going around are that that the compounded versions of GLP ones, especially obesity medicine in the gray market, are all going to turn off like a sieve on January first. Now, I seem to feel like this is probably more of a marketing tactic by these companies to sell a whole bunch of peptides at the end of the year. I think that's probably creating some panic and probably panic buying on people's parts. And so these companies are benefiting greatly. Again, that's why there should be guardrails around this. There's no guardrails around this at all. I mean, at the end of the day, they can say whatever they want to say, so long as they cloak everything in research grade. And these rumors proliferate around and people spend thousands, tens of thousands of dollars. I've heard of people having twenty years worth of Retatrutide in their freezer. Why? For what purpose do you need that? So just a massive amount of money made in this gray market. And that's not to knock people who use it. I say this all the time, but I think it's worth qualifying the statement. It's not knocking people who use it. I get it. But at the same time, we're talking about an industry that is, there's no altruism here. They're in it for money just as much as Eli Lilly is, except they have actually done nothing in the way of advancing medicine. They've just taken intellectual property, copied it, and sold it to you with a label that says, don't put this in your body. So you know where I stand on the gray market. I've heard from many people who've been injured by gray market stuff. It's just what it is. It's a gray market. You're taking your health into your own hands. Please, whatever you're doing out there, as risky as it may be, please involve your doctor and let your doctor know what you're doing so you can be monitored for the things your doctor believes you should be monitored for if you're using this. But this all underscores, again, the need for accessibility to these medications, the need for us to be aware of the fact that a moat is already being built around the most advanced metabolic drug in the pipeline. And we just need to be aware so that when it comes time to fight, we're all ready and informed. And that's what this podcast is serving to do. Before we jump into the next topic, I do want to thank our sponsor, our headline sponsor of this podcast. is a company called Shed. Now, if you are looking for access to care for obesity, then look no further than our partners at Shed who believed in this podcast enough to help us do it full time. You can go to Trished.com and use code OTP25 to save twenty five percent at Trished.com, where you're going to get connected to a doctor who will when medically necessary prescribe medication to treat your obesity. You also get access to coaching. You'll get access to all sorts of medication, whether it's the branded or the compounded versions, depending on your specific situation. All of it is available at Trished.com. They use one of my favorite compound pharmacies in the game, Strive Pharmacy, which I've gotten the chance to dig into on my own. I really love what they do there. They're a It functionally operates a lot more like a 503B. Uh, and I think that they're doing great work over at a strive pharmacy. They partner with shed. So I just love this, this, and when we were looking for somebody to offer a compounded versions, I wanted to make sure that I trusted the pharmacy. People always ask me, Dave, who, who should I go to? I'm like the pharmacy matters more than anything because you want to trust the source of your medication. So try shed.com use code OTP25. Listen, you're going to want to learn about taking any new medication before you take it. Learn about the potential side effects. Learn about the trade offs. There's no free lunch, but all of the information that you're going to need, you can find it. Try shed.com and be familiarizing yourself with all of your options there. So thank you to Shed for being a wonderful partner here at On The Pen. Now let's talk about some data that dropped. We're talking about accessibility and all of the sort of advancements in the world mean very little if people can't access it. That's why I think this data that dropped this past week from our friends over at Rowe is incredible. Absolutely game changing data. So check out this data. Real world telehealth data looking at sixty eight weeks. This is looking at patients who were enrolled in their row body program and on a GLP one specifically some maglutide mean weight loss in this study looked at again patients in over sixty eight weeks. The mean weight loss was sixteen point six percent on average. Thirty three percent of patients lost more than twenty percent and the safety in this study and looking at this data match the clinical trials. So what we're seeing here is that care for obesity can be delivered through a telehealth platform at scale and match clinical trial results. So that scalability decides how many people get access. There are not enough doctors out there to serve the over hundred million people in the United States living with overweight or obesity. so when you hear these blowhard doctors online calling all telehealth platforms except their own a pill mill or as i like to say pin mill the data is actually showing something quite different in that this type of obesity care can be delivered at scale through telehealth platforms it can meet people where they're at and allow people to get care without the shame, without the stigma, without their doctor just pointing to the door and saying, if you want a GLP-I, get out of my office. I ain't going to get it here. How ridiculous. But these people can go to platforms like Rho or Shed or any number of telehealth platforms that are out there and not only get access to medicine, but get access to care. So of course, not all telehealth companies are created equal. Of course, not all compound pharmacies are created equal. You want to do your homework and all of that. But this is data that shows that This kind of care can be delivered at scale via a virtual platform and show similar results to a clinical trial. I think, and this is peer reviewed data, and I think that this is just absolutely great news because when we talk about the problem, we need scalable solutions. The old brick and mortar ain't going to work when you don't have enough doctors to serve enough patients. If we want to get life-changing treatments like ritatratide or terzapatide, semaglutide, whatever, into the hands of the people who need it the most, we need companies to innovate scalable tech platforms that can meet patients where they are, that can leverage current technologies to find people the care that they need. And in this case, it's access to a doctor. It's access to a platform. It's access to prescription medication when appropriately prescribed. And it can be done, and it is being done. So I think this is great news, and will play a huge part in the future. As we talk about Retatrutide, even though it's a year and a half away, maybe a little bit longer, it's already exposing – the issues around accessibility and pricing. Hopefully there will be compounded versions available if they're medically necessitated, if there are shortages. We hope that the battleground for that is not already set and won by Lilly before this drug even comes to market. But there are strategies being done to keep people boxed out But I can tell you that whatever happens with Retatrutide, the future of obesity medicine is in virtual care. And platforms are rising to the occasion. Retatrutide hasn't reached patients yet, but it's already forcing the system to show us, you know, are you ready? Are you ready to deliver bariatric surgery level results at scale to the people who need them? So I am so thankful that you joined me here on this podcast today. Again, we love to talk about we're at a Retatrutide. If you're interested, we've been going live every Monday, Wednesday and Friday at eleven a.m. Central Time here on our YouTube channel, on our tick tock, on our X platform. We're doing that because there's enough news to bring you just about every single day. And we've been doing it for the last couple of weeks. If you've enjoyed it, let me know in the comments of the video on YouTube. Send me an email at David on the pen dot com. Uh, so every single Monday, Wednesday, Friday, and then we do a weekly rundown of the obesity medicine news every Tuesday. That's what this is. The weekly dose podcast. You can catch this on all of the platforms that you listen to your podcasts on, and please make sure to leave us a five star rating and review before you log out of your podcast app. That helps so much. I don't think you guys understand how much that helps, uh, the work that we do here to just train the podcast algorithms that this one is worth listening to. I hope you enjoyed today's podcast. If you did, drop it a thumbs up, five-star review, subscribe on YouTube, do all the things. Thank you for being here, and thank you for being the best part of what we do. We will catch you on the next one. Thank you, my friends. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

BioCentury This Week
Ep. 340 - Obesity Data, Kymera & FDA Survey Results

BioCentury This Week

Play Episode Listen Later Dec 16, 2025 32:50 Transcription Available


Obesity readouts continue to be hot for biotech with new top-line data from both injectable and oral therapies pushing the boundaries on efficacy. On the latest BioCentury This Week podcast, BioCentury's analysts break down last week's readouts from Eli Lilly, Structure  and Wave Life Sciences, and discuss a deal in the space by Pfizer.Lilly reported the latest for its triple agonist contender retatrutide for best-in-class weight loss, while strong Phase IIb data put Structure back in the oral GLP-1 race. Meanwhile, Pfizer added an oral GLP-1R agonist via a deal). Structure and Wave parlayed their data into follow-on cash, as did Kymera after posting data for its STAT6 program KT-621 that hints at a new era for degraders in immunology.The analysts then detailed the results of BioCentury's industry sentiment survey on FDA, which found that politicization of the agency's leadership, volatility and uncertainty are casting a long shadow over investor and drug developer sentiment. Finally, they discuss the impact of the congressional stalemate over the U.S. Small Business Innovation Research (SBIR) program.View full story: https://www.biocentury.com/article/657880#ObesityDrugDevelopment #TargetedProteinDegradation #STAT6 #FDARegulation #SBIRFunding00:00 - Introduction01:45 - Obesity Data12:17 - Kymera's Breakthrough21:45 - FDA Survey Results29:41 - SBIR Funding StalemateTo submit a question to BioCentury's editors, email the BioCentury This Week team at podcasts@biocentury.com.Reach us by sending a text

TD Ameritrade Network
LLY Leading Weight Loss Trade, Hold Economic "Trickle Down Effect"

TD Ameritrade Network

Play Episode Listen Later Dec 16, 2025 7:44


Tom Hulick sees Eli Lilly (LLY) leading the GLP-1 race and evolving healthcare race, noting the company's retatrutide drug as an example. He explains how the company's developments play into a larger economic story and the "MAHA movement." Tom White offers an example options trade for Eli Lilly. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

The Thought Snob Podcast with Paula Swope
Retatrutide & Peptides: My Experience

The Thought Snob Podcast with Paula Swope

Play Episode Listen Later Dec 16, 2025 26:09


In this episode, Paula Swope shares her unfiltered, real-life experience with peptides—what actually happened when she started them, what helped, and what went sideways. This is not a “Peptides 101” episode. It's a candid walkthrough of her personal journey with Retatrutide, Sermorelin, and a Tesamorelin/Ipamorelin/BPC-157 blend, including the unexpected side effects, sleep disruptions, appetite changes, and the adjustments that ultimately made the protocol work for her. Paula breaks down how growth-hormone–stimulating peptides affected her body, why one blend left her feeling awful, how Sermorelin became a sleep game-changer, and what it's actually like to use Retatrutide—the experimental triple-agonist weight-loss drug from Eli Lilly that's making headlines after completing Phase 3 trials. She also discusses appetite suppression, slow and sustainable weight loss at midlife, muscle preservation, protein intake, constipation, and why sleep quality may be the most underrated factor in fat loss and emotional regulation. This episode is not medical advice. Paula is not a doctor and does not tell anyone what to take or how to dose. She shares her experience, emphasizes the importance of working with a licensed medical professional, and warns about the growing gray and black markets for unregulated peptides. If you're curious about peptides but want an honest, grounded perspective—without hype, fear-mongering, or social media nonsense—this episode offers clarity, nuance, and lived truth.

Ozempic Weightloss Unlocked
Ozempic Revolution: Transforming Weight Loss, Health, and Body Perception

Ozempic Weightloss Unlocked

Play Episode Listen Later Dec 16, 2025 4:30 Transcription Available


Welcome to Ozempic Weightloss Unlocked, the show that unpacks how these medicines are reshaping health, lifestyle, and the science of weight loss.Ozempic is the brand name for semaglutide, a glucagon like peptide one medicine originally approved for type two diabetes that also leads to significant weight reduction. Clinical trials like the STEP program, published in journals such as The New England Journal of Medicine and summarized by the journal Obesity, show average weight loss around fifteen percent of body weight over a little more than a year when combined with lifestyle changes.Real world reports collected by MedShadow describe how some people see dramatic improvements in blood sugar, blood pressure, and joint pain, while others struggle with nausea, constipation, heartburn, or even mood changes. One long term study cited by MedShadow found that people who stopped semaglutide regained about seventy percent of the weight they had lost, highlighting that this often works best as a long term treatment, not a quick fix.According to Rutgers University Camden, most studies so far run only one to two years and show ten to fifteen percent weight loss, but also high discontinuation rates due to side effects or access problems. That raises big questions about sustainability, cost, and what it means for body image to live in an era where powerful appetite changing drugs are widely used.There is also breaking science beyond injectable Ozempic. Advisory Board reports that Novo Nordisk has developed an oral semaglutide pill that produced about sixteen and a half percent weight loss over sixty four weeks, similar to the injection, and has been submitted for approval. Eli Lilly is developing another pill, orforglipron, which led to about twelve percent weight loss in trials without strict food timing rules, making it potentially easier to take.Then there isn't just double, but triple hormone targeting on the horizon. Advisory Board and ABC News describe retatrutide, sometimes called the triple G drug, which mimics three gut hormones. In early trials, people on the highest dose lost around twenty four to almost twenty nine percent of their body weight in about a year to sixteen months, and those with knee arthritis also reported large reductions in pain. These drugs are not yet approved, but multiple large phase three trials are underway.At the same time, researchers in Sweden, writing in the journal Cell and reported by outlets like Fox News and Prevention, are testing a completely different approach, an oral drug sometimes called ATR two five eight that acts more like exercise in a pill. Instead of mainly reducing appetite like Ozempic, it boosts muscle metabolism, improves blood sugar, increases fat burning, and seems to preserve muscle mass, at least in early animal and phase one human studies. If future trials confirm this, it could be combined with glucagon like peptide one drugs to protect muscle while enhancing weight loss.There may even be brain benefits. Science Daily recently covered an analysis suggesting that people with type two diabetes using glucagon like peptide one medicines such as Ozempic, Trulicity, or Victoza were less likely to develop epilepsy, hinting that these drugs might have protective effects in the brain. That research is still emerging, but it adds to ongoing studies on dementia, stroke, and other neurologic conditions.So where does all of this leave you as a listener trying to make sense of the Ozempic era? The evidence shows that semaglutide and related medicines can deliver double digit percentage weight loss, improve blood sugar, and reduce some obesity related risks. But they can cause side effects, are often expensive, and may need to be taken long term to keep the weight off. New pills and next generation drugs promise more convenience, more weight loss, and possibly fewer trade offs like muscle loss, yet they also raise fresh questions about safety, access, and how these medicines will change daily life, from what and how we eat to how we think about our bodies.On future episodes of Ozempic Weightloss Unlocked, we will dive deeper into personal stories, long term safety data, mental health, and practical tips for living well on these medicines, or deciding when they are not the right fit.Thank you for tuning in, and please remember to subscribe so you never miss an update on this fast moving world of Ozempic and weight loss science.This has been a quiet please production, for more check out quiet please dot ai. Some great Deals https://amzn.to/49SJ3QsFor more check out http://www.quietplease.aiThis content was created in partnership and with the help of Artificial Intelligence AI

Notícia no Seu Tempo
CONTEÚDO PATROCINADO: Riscos do Mercado Ilegal de Medicamentos para Emagrecer: Perigos das Versões Falsificadas e Manipuladas

Notícia no Seu Tempo

Play Episode Listen Later Dec 16, 2025 13:35


Com a popularização dos medicamentos para emagrecer, cresce também o mercado ilegal desses produtos. Durante o Estadão Summit Saúde, especialistas alertaram que versões falsificadas ou manipuladas em massa podem estar contaminadas e não passam por controle de qualidade. Neste episódio, o diretor médico sênior da Eli Lilly do Brasil, Luiz André Magno, reforça que o uso desses medicamentos representa um risco grave à saúde e é um problema de saúde pública.See omnystudio.com/listener for privacy information.

Dividend Talk
EPS 274 | Small & Mid Cap Investing with Heavy Moat Investments

Dividend Talk

Play Episode Listen Later Dec 13, 2025 72:15


In this episode of Dividend Talk, we're joined by Niklas from Heavy Moat Investments for a deep dive into European small- and mid-cap investing, moats, portfolio concentration, and how to think about quality businesses when valuations get stretched.We kick things off with a packed dividend roundup, covering recent dividend hikes from Broadcom, Mastercard, Abbott Labs, Eli Lilly, WD-40, Zoetis, and more, with a strong focus on why healthcare has been so active lately. We also discuss Pfizer keeping its dividend flat, and what that signals for big pharma investors.From there, we look at one of the biggest European investing stories of the week: Aegon moving its headquarters to the US. We break down what this means for European capital markets, valuation multiples, and whether companies leaving Europe is a symptom of deeper structural issues.The core of the episode is our conversation with Niklas, where we explore:What a “moat” really means — and why moats are not staticHow he evaluates small and mid-cap European companiesWhy insider ownership matters more than market capHis approach to portfolio concentration vs diversificationHow he uses hurdle rates, expected IRR, and quality scoringWhen and why he decides to sell a stockWe also discuss several real-world examples, including:InPost and the rise of parcel locker networks across EuropeEVS Broadcast, a Belgian hidden champion in live sports technologyMensch und Maschine, Autodesk reselling, proprietary software, and dividend sustainabilityEdenred, regulation risk, shareholder yield, and why pessimism may be overdoneEurofins Scientific as a long-term compounder with strong capital allocationTo wrap up, we answer listener questions on:Story vs fundamentalsThe biggest financial red flags to watch forAI in investing and portfolio analysisThe “right” number of stocks in a portfolioSmall-cap investing in Europe vs the USAs always, this episode is for entertainment purposes only and should not be considered financial advice.Useful links: Continue the conversation with our community at ⁠⁠⁠⁠Facebook ⁠⁠or ⁠⁠⁠⁠Discord⁠⁠⁠20 Deep Dives a Year &Library of 150 EU & US Dividend stocks at ⁠⁠⁠https://www.dividendtalk.euHeavy Moat Investments | Substack

OHNE AKTIEN WIRD SCHWER - Tägliche Börsen-News
“Haben wir eine KI-Blase?!” - Eli Lilly & Novo, Disney, Lululemon, Broadcom & Linde

OHNE AKTIEN WIRD SCHWER - Tägliche Börsen-News

Play Episode Listen Later Dec 12, 2025 13:57


Der Scalable Xtrackers MSCI All Country World UCITS ETF hat noch bis Juni 2026 eine Gesamtkostenquote von 0%. Mehr Infos dazu gibt's hier. Oracle schmiert ab. Disney x OpenAI. Münchener Rück und Daimler Truck überzeugen. Eli Lilly hat gute Studie. Novo Nordisk freut's. Coca-Cola hat neuen CEO. Planet Labs hat Hype. Apple hat IPO-Jubiläum. Broadcom & Lululemon haben geliefert. Linde (WKN: A3D7VW) ist das Apple der industriellen Welt. Das meinte mal Tom Gayner von Markel (WKN: 885036). Wieso läuft die Aktie dann nicht? Wir klären auf! Cisco hat diese Woche das Niveau der Dotcom-Blase geknackt. Und viele fragen sich: Sind wir in einer KI-Blase? Howard Marks hat dazu was Kluges geschrieben. Diesen Podcast vom 12.12.2025, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

Pharma and BioTech Daily
Breakthroughs and Challenges: Eli Lilly's Obesity Drug Triumphs

Pharma and BioTech Daily

Play Episode Listen Later Dec 12, 2025 6:44


Good morning from Pharma Daily: the podcast that brings you the most important developments in the pharmaceutical and biotech world. Today, we delve into a myriad of transformative advancements and strategic shifts within these industries, illustrating the profound impact of innovation and regulatory changes on healthcare.Eli Lilly's recent strides in obesity treatment highlight a significant scientific breakthrough with their novel drug, retatrutide. Currently in phase 3 trials, this triple agonist targets GLP-1, GIP, and glucagon receptors, achieving an extraordinary 28.7% weight loss in participants. Additionally, it demonstrated a 75.8% reduction in knee osteoarthritis pain. Yet, the journey to this milestone wasn't without challenges. The trials saw a higher discontinuation rate than earlier studies, reminding us of the delicate balance between efficacy and patient tolerability—a consistent theme in obesity pharmacotherapy as developers strive to maximize benefits while minimizing adverse effects.In a testament to the global nature of drug development, Zealand Pharma has embarked on a $2.5 billion collaboration with a burgeoning Chinese biotech firm. This partnership aims to advance oral cardiometabolic therapies, underscoring the crucial role of strategic alliances in accessing innovative scientific platforms and expanding market reach.Rezolute faced a significant setback with a disappointing phase 3 trial for its hypoglycemia treatment, resulting in an 87% drop in stock value. This starkly illustrates biotech's inherent volatility and the critical importance of robust clinical trial design to mitigate financial risks associated with unsuccessful outcomes.Meanwhile, Moderna is leveraging Nanexa's expertise in long-acting formulations to enhance injectable therapy delivery systems. This collaboration is indicative of a broader industry trend focused on optimizing drug delivery technologies to boost efficacy and patient compliance.Operational restructuring is also evident as Pfizer implements cost-cutting measures, including layoffs in Switzerland, as part of broader strategic initiatives to optimize operations amid rising R&D costs and pricing pressures. Simultaneously, Chris Boulton's transition from Amgen to Prolynx underscores the fluid movement of talent within the industry—a reflection of ongoing strategic realignments.Regulatory landscapes are shifting as well. The FDA's approval of the first non-drug at-home treatment for depression marks an expansion into alternative therapeutic modalities beyond traditional pharmaceuticals. This wearable device offers adults with major depressive disorder a novel treatment option, integrating technology into mental health care—a promising addition to holistic treatment strategies.In another significant regulatory update, Teva Pharmaceuticals agreed to delist numerous patents from the FDA's Orange Book following an FTC ruling. This move is anticipated to foster increased generic competition and potentially lower medication costs for conditions like asthma and diabetes—a critical shift towards greater market accessibility.The FDA has also finalized guidance on promotional materials for biologics and biosimilars, standardizing advertising practices to ensure accurate representation of these products' efficacy and safety profiles amidst an expanding biologics market.Moreover, the FDA has launched its Commissioner's National Priority Voucher Pilot Review Program to expedite critical drug approvals. The first beneficiary under this program was USAntibiotics with Augmentin XR, signaling a potential shift towards more rapid access to essential medications.On the international policy front, recent developments between the UK and US have led to reductions in medicine rebate rates within the UK. This adjustment could lead to increased spending on new medicines, indicating more favorable conditions for pharmaceutical Support the show

WSJ Minute Briefing
Disney to Invest $1 Billion in OpenAI and License Its Characters for AI Videos

WSJ Minute Briefing

Play Episode Listen Later Dec 11, 2025 2:52


Plus, Eli Lilly reports dramatic weight loss in a clinical trial of a next-generation obesity drug. And the U.S. trade deficit fell to a five-year low in September. Pierre Bienaimé hosts. Sign up for WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

The Big Podcast with Shaq
Shaq & Melo Talk Phil Jackson BEEF, GOAT Debate + If Shaq Could Play In Today's NBA

The Big Podcast with Shaq

Play Episode Listen Later Dec 11, 2025 68:50


Welcome back for season 3 of The Big Podcast. Today Shaq welcomes NBA legend Carmelo Anthony and together they talk players in the NBA today, why Steph and Luka are unstoppable & much more. Make sure you subscribe so you never miss an episode of The Big Podcast.Download DraftKings Pick6 and use code BIGPODShaq-A-Licious. New fun shapes + flavors are out now: XL Sweets meets XL Style. Shaq-A-Licious Sneakers.It's what they thought that counts. Shop jcp.com. Yes, JCPenney!Visit DontSleepOnOSA.com to Learn More.Look to Lunazul Tequila – 100% Agave Tequila…Where tradition outshines trends….available at a liquor store near you. https://lunazultequila.com/ZipRecruiter. The smartest way to hire. Go to this exclusive web address to try ZipRecruiter for FREE: http://ZipRecruiter.com/BIGSubscribe to The Big Podcast YouTube Channel to watch more episodes!Follow us on all platforms: https://linktr.ee/bigpodcastChapters:00:00 Intro02:15 Shaq & Melo's different approaches to analyst job09:30 Shaq on “Sacramento Queens”12:00 DraftKings segment14:05 DraftKings ad14:45 Eli Lilly ad15:20 Who's got a similar game to Melo's?18:30 Why Steph and Luka are so unstoppable21:25 Could Shaq play in today's NBA?22:35 The brilliance of the Triangle Offense25:45 Wemby vs Draymond27:25 Passing on knowledge to his son31:35 Shaq-a-licious ad32:05 Lunazul ad32:55 Transition to Business Man37:40 Melo opens up about Phil Jackson45:05 Hilarious Stevie Wonder stories47:20 JCPenney segment48:45 JCPenney ad49:37 ZipRecruiter ad51:05 Big Men Alliance reunion53:35 NBA Scorers Mt. Rushmore54:45 Why Melo doesn't like the GOAT debate59:00 Should Steph be on the list?01:00:20 China fanbase01:03:00 Why comedy's so important to Shaq01:07:05 EndingGambling Problem? Call 1-800-GAMBLER. Help is available for problem gambling. Call (888) 789-7777 or visit ccpg.org (CT).18+ (19+ AL/NE, 21+ AZ/MA/VA). Valid only where Pick6 operates, see dkng.co/pick6states. Void in NY, ONT, and where prohibited. Eligibility restrictions apply. 1 per new DraftKings customer. First $5+ paid Pick Set to receive max. $50 issued as non-withdrawable Pick6 Credits that expire in 14 days (336 hours). Ends 1/25/26 at 11:59 PM ET. Terms: pick6.draftkings.com/promos Sponsored by DraftKings#nba #lakers #shaq #bigpod #basketball #bigshaq #bigpodcast #comedy #humor #miketyson #boxing #jakepaul Hosted on Acast. See acast.com/privacy for more information.

OECD
COGITO Talks… From vanishing villages to vital visions: The future of rural Kazakhstan

OECD

Play Episode Listen Later Dec 11, 2025 21:13


Rural populations are shrinking. In 11 of the 29 OECD countries included in the OECD Reinforcing Rural Resilience report (https://www.oecd.org/en/publications/reinforcing-rural-resilience_7cd485e3-en.html), rural populations are declining, not only as percentage of national populations but also in absolute numbers. Rural regions close to cities are also exposed to this trend, particularly if their populations tend more easily to move to urban areas. Despite not being an OECD Member country, Kazakhstan is experiencing similar trends. During the Soviet Union, its urban population was 53% but today that percentage has increased to 63%. Now only 37% of its population is living in rural areas, with only 5% of its GDP coming from the agricultural sector. Discussing all things decentralisation, digitalisation and democracy in Kazakhstan, Shayne MacLachlan from the OECD has a conversation with Zhanerke Kochiigit. This conversation took place at the 2025 OECD Latin American Rural Development Conference, Rural-Urban Connections: Pathways to Sustainable Development (https://www.oecd.org/en/events/2025/11/oecd-latin-american-rural-development-conference.html) in Rio de Janeiro, Brazil. Have a listen. Zhanerke Kochiigit is a researcher in Nazarbayev University, located in Astana, Kazakhstan. She works in the Graduate School of Public Policy and is dedicated to studying rural development in northern regions of Kazakhstan, where there is very low population density. Her recent papers include: "Analysis of Migration Processes and Recommendations on Regulation of Internal Migration from Southern to Northern Regions of Kazakhstan" https://www.researchgate.net/publication/345845312_Analysis_of_Migration_Processes_and_Recommendations_on_Regulation_of_Internal_Migration_from_Southern_to_Northern_Regions_of_Kazakhstan?_tp=eyJjb250ZXh0Ijp7ImZpcnN0UGFnZSI6InByb2ZpbGUiLCJwYWdlIjoicHJvZmlsZSJ9fQ and " Actual aspects of population migration from labor surplus to the labor-deficit regions of Kazakhstan and state regulation of migration processes" https://www.researchgate.net/publication/328552379_Actual_aspects_of_population_migration_from_labor_surplus_to_the_labor-deficit_regions_of_Kazakhstan_and_state_regulation_of_migration_processes. She previously worked at Eli Lilly and Company as a Product Manager. https://www.linkedin.com/in/zhanerke-kochiigit-7ab130b9/?originalSubdomain=kz **** To learn more, visit OECD Latin American Rural Development Conference https://www.oecd.org/en/events/2025/11/oecd-latin-american-rural-development-conference.html and the OECD's work on Rural Development https://www.oecd.org/en/topics/policy-issues/rural-development.html. Find out more on these topics by reading Reinforcing Rural Resilience https://www.oecd.org/en/publications/reinforcing-rural-resilience_7cd485e3-en.html and Rural Innovation Pathways https://www.oecd.org/en/publications/rural-innovation-pathways_c86de0f4-en.html. To learn more about the OECD, our global reach, and how to join us, go to www.oecd.org/about/ To keep up with latest at the OECD, visit www.oecd.org/ Get the latest OECD content delivered directly to your inbox! Subscribe to our newsletters: www.oecd.org/newsletters

TD Ameritrade Network
Thursday's Final Takeaways: LLY Positive Drug Trial, Home Prices Turn Negative

TD Ameritrade Network

Play Episode Listen Later Dec 11, 2025 4:30


Marley Kayden and Sam Vadas discuss Eli Lilly's (LLY) positive weight loss drug trial and how home prices turned negative. They also note that jobless claims rose and the trade deficit narrowed. They then look ahead to Friday's Broadcom (AVGO) and Costco (COST) earnings reaction.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

CNBC Business News Update
Market Close: Record Highs For Dow And S&P 500, Eli Lilly Gains On Successful Weight Loss Drug Trial, Cruise Stocks Sail To Gains 12-11-2025

CNBC Business News Update

Play Episode Listen Later Dec 11, 2025 1:50


The latest in business, financial, and markets news and how it impacts your money, reported by CNBC's Peter Schacknow Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Dale Jackson Show
Former Congressman Mo Brooks on the $6 Billion Eli Lilly Deal - 12-11-25

The Dale Jackson Show

Play Episode Listen Later Dec 11, 2025 14:09


See omnystudio.com/listener for privacy information.

Stock Market Today With IBD
Market Shrugs Off AI Fears; Eli Lilly, Urban Outfitters, Gold Miner ETF In Focus

Stock Market Today With IBD

Play Episode Listen Later Dec 11, 2025 15:03


Alexis Garcia and Ed Carson walk through Thursday's market action and discuss key stocks to watch in Stock Market Today. Learn more about your ad choices. Visit megaphone.fm/adchoices

Pharma and BioTech Daily
Transformative Breakthroughs in Cancer and Gene Therapy

Pharma and BioTech Daily

Play Episode Listen Later Dec 11, 2025 7:01


Good morning from Pharma Daily: the podcast that brings you the most important developments in the pharmaceutical and biotech world. In the ever-dynamic landscape of these industries, recent advancements have underscored both the scientific ingenuity and strategic foresight shaping patient care today.Pfizer has unveiled promising clinical trial data for Tukysa, indicating its potential as a first-line maintenance therapy in HER2-positive breast cancer. This development suggests that Tukysa could delay disease progression, offering patients extended survival prospects and an improved quality of life. Additionally, Pfizer's recent licensing agreement with Yaopharma for YP05002—a small molecule GLP-1 agonist currently in Phase 1 trials aimed at obesity treatment—highlights their strategic push into the rapidly evolving obesity treatment market.Meanwhile, Fondazione Telethon, an Italian nonprofit organization, has achieved a significant milestone with FDA approval for Waskyra—the first gene therapy for Wiskott-Aldrich syndrome. This ex vivo gene therapy directly targets the genetic roots of this rare disease, shifting treatment from symptomatic management to addressing underlying causes. This approval is transformative not only for patients suffering from this condition but also for the broader field of gene therapies, heralding a new era in treating rare genetic disorders.On the strategic front, Eli Lilly's decision to establish a $6 billion active pharmaceutical ingredient manufacturing facility in Huntsville, Alabama, marks a pivotal investment in U.S. manufacturing capabilities. This site will be critical in producing APIs for small molecule and peptide medicines, a testament to Lilly's commitment to meeting growing therapeutic demands while bolstering domestic production resilience—a trend gaining momentum across the industry. In oncology, Eli Lilly's Jaypirca demonstrated an impressive reduction in disease progression during Phase 3 trials for chronic lymphocytic leukemia.Biocon's acquisition of Viatris' stake in their biosimilar subsidiary exemplifies the shifting dynamics within the biosimilars market. This move allows Biocon to consolidate its market position as biosimilars gain traction as cost-effective alternatives to branded biologics. Such strategic realignments are indicative of competitive maneuvering aimed at capturing greater market share and driving down healthcare costs.Roche has made strides with compelling results from its Phase 3 trial of giredestrant, an oral selective estrogen receptor degrader showing a 30% reduction in risk for invasive breast cancer recurrence or death. The significance of this development lies in offering an oral alternative to injectable treatments, potentially improving patient adherence and reshaping standard care protocols for hormone receptor-positive breast cancer. Furthermore, Roche has achieved another regulatory milestone with its monoclonal antibody Gazyvaro gaining EU approval for treating lupus nephritis following successful Phase 3 trials.Innovation continues unabated as Formation Bio forms a new subsidiary through a $605 million deal with Lynk Pharmaceuticals. By securing rights to a next-generation immunology asset, Formation Bio positions itself at the forefront of immunological research developments. Concurrently, BioNTech and Bristol Myers Squibb have reported positive results from Phase 2 trials of Pumitamig for triple-negative breast cancer—validating bispecific antibodies' efficacy within oncology.Collaborative efforts are also reshaping industry landscapes. Bora and Corealis have partnered to create an end-to-end contract development and manufacturing organization for oral solid dose drug development. This collaboration aims to streamline processes and provide scalable solutions through a single contracting source, reflecting a shift towards integrated service models that enhance efficiencySupport the show

Squawk Pod
5 Things to Know Before the Opening Bell 12/10/2025

Squawk Pod

Play Episode Listen Later Dec 10, 2025 1:37


The price of Warner Brothers Discovery could creep higher as both Paramount and Netflix ready to up their offers in a possible bidding war, computer memory maker and Nvidia supplier SK hynix is considering listing shares in the U.S., Disney is nominating former Apple executive Jeff Williams to join its board, Eli Lilly will spend $6 billion to build a manufacturing plant in Alabama, and European company Delivery Hero says its evaluating its strategic options after a stock slump. Squawk Box is hosted by Joe Kernen, Becky Quick and Andrew Ross Sorkin.  Follow Squawk Pod for the best moments, interviews and analysis from our TV show in an audio-first format. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

the Joshua Schall Audio Experience
GLP-1 Market Future: Why "Quality" (and Muscle Health) Matters!

the Joshua Schall Audio Experience

Play Episode Listen Later Dec 9, 2025 14:33


Are we approaching a paradigm shift…where the conversation elevates from “quantity” to “quality” of weight loss? And if true…what could that mean for “muscle health” CPG products, which have benefitted greatly from the current GLP-1 market dynamics? The first wave of GLP-1 receptor agonists, which I'm dubbing the “quantity” paradigm, has been nothing short of revolutionary…with Wegovy Ozempic and Zepbound Mounjaro demonstrating significant weight loss, often exceeding reported data from Novo Nordisk and Eli Lilly clinical trials respectively. This unprecedented efficacy fueled a massive surge in demand and Morgan Stanley projects annual GLP-1 sales will soon become the biggest drug class in history. However, the initial conversation was dominated by how much weight could be (and how quickly it was) lost. Therefore, as these medications became more widely used…critical concern emerged surrounding how a significant portion of the lost weight was not just fat but also valuable lean body mass. But this concern has catalyzed the move toward a next wave in the GLP-1 market, which I'm dubbing the “quality” paradigm…where the focus is on what kind of weight is being lost. Recognizing that health is about more than just a number on a scale, the shifted goal would now be (still) maximizing fat mass reduction but while simultaneously preserving, or even enhancing, lean mass. Also, the “quality” paradigm emphasizes an integrated approach to weight management…as patients seek outcomes that support an active, healthy lifestyle. Accordingly, many CPG companies (explicitly those positioned across the intersecting categories of food, beverage, and dietary supplements) have progressively adapted to support the specific nutritional needs of individuals prescribed GLP-1 medications. In fact, my introductory statement referred to how these GLP-1 market dynamics have been beneficial to certain CPG products (particularly ones aiding in “muscle health”). Also, just to clarify my definition of “muscle health” CPG products that are benefitting greatly from current GLP-1 market dynamics…I'm mainly talking about protein (the tried-and-true nutritional cornerstone of building muscle), but also creatine (a natural fuel source for muscles) and HMB (that helps protect muscle mass). Though, if we want to fully understand any potential “muscle health” CPG categorical impacts stemming from next-gen pharmaceutical innovation aimed at improving long-term metabolic health and functional outcomes. According to analysts at TD Cowen, combination treatments designed to help individuals preserve muscle while losing weight with popular GLP-1 drugs by Novo Nordisk and Eli Lilly could generate more than $30 billion in sales by 2035. And maybe the most closely watched mid-stage drug trials have revolved around bimagrumab, which is a muscle-preserving drug that was part of an almost $2 billion Eli Lilly acquisition from mid-2023. Regardless of possible regulatory challenges still remaining, my strong conviction centers around eating less (with the help of current GLP-1 medications) can only do so much to better your health…thus “weight loss while maintaining muscle mass” is far too important for long-term health outcomes. Accordingly, these will become the next holy grail of obesity treatment (as we move closer to the 2030s). And if that prediction is directionally correct (which I believe is highly probable), it means eating/drinking culture will be reshaped further, accelerating a pivot toward nutrient density and functional benefits!

WFYI News Now
Redistricting Bill Passes 2nd House Reading, ILEA Vote On IPS, Rokita/Morales Noncitizen Voter Lawsuit, IU, Eli Lilly Deal For Clinical Trials, Bezos Housing Grant, Big Ten Championship Game

WFYI News Now

Play Episode Listen Later Dec 5, 2025 5:37


A bill that would redraw Indiana's congressional map to benefit Republicans passed through its second reading Thursday after hours of argument. A state-mandated task force chaired by Mayor Joe Hogsett has advanced two proposals that could fundamentally change how Indianapolis schools are governed. Attorney General Todd Rokita and Secretary of State Diego Morales say a federal agency review found 21 noncitizens have cast ballots in Indiana elections, along with 165 noncitizens who registered to vote in the state. Indiana University and Eli Lilly are working together to expand clinical trials. Amazon founder Jeff Bezos and his wife, Lauren Sánchez Bezos, awarded a grant to an Indianapolis nonprofit fighting homelessness. Want to go deeper on the stories you hear on WFYI News Now? Visit wfyi.org/news and follow us on social media to get comprehensive analysis and local news daily. Subscribe to WFYI News Now wherever you get your podcasts. WFYI News Now is produced by Zach Bundy, with support from News Director Sarah Neal-Estes.

Market Maker
Investing Shift: Big Tech Down, Pharma Up, Dollar Risks Ahead

Market Maker

Play Episode Listen Later Dec 4, 2025 41:03


Big tech is stumbling while pharma stocks surge, what does that mean for markets heading into 2026? In this episode, Anthony and Piers unpack why Nvidia, Microsoft, and Amazon are dragging, while Eli Lilly and Merck lead a surprising rotation. They also explore shifting Fed rate cut expectations, conflicting US labor data, and what it all signals for the S&P 500's next move.We also break down Deutsche Bank's “triple whammy” dollar call, Trump's Fed chair pick, and why a yen carry trade unwind could shake crypto markets. Plus, UK PMI surprises and pound strength, are brighter days ahead for the UK economy? Tune in for easy-to-follow macro insights this week!(00:00) Topics & Listener Shoutouts(02:51) Big Tech Wobble, Pharma Surge(09:16) Fed Cut Expectations & Labour Data(18:27) Trump's Fed Pick & Market Reaction(24:23) Deutsche Bank US Dollar Call(30:07) Yen Carry Trade & Crypto Risk(36:01) UK Budget Bounce & PMI Surprise*****Last chance to join our in-person Finance Bootcamp in London 15-19 December 2025. As part of our podcast community, you can use the code BOOT500 at checkout for a £500 discount.

DH Unplugged
DHUnplugged #780: Code Red

DH Unplugged

Play Episode Listen Later Dec 3, 2025 66:52


Winner of the CTP Cup for IBIT Announcing the participants for the CTP Cup 2025 Calling a Code Red! Sam Altman’s declaration PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Interactive Brokers  Warm-Up - Winner of the CTP for IBIT - Announcing the participants for the CTP Cup 2025 - Calling a Code Red! Sam Altman's panic - Here come the Tariff lawsuits - - Smart Toilets are a thing (And learning the Bristol Scale) Markets - Horses can smell the barn.... Seasonal Trends - PR Teams - full throttle - (This is their Social Media) - Tax planning over the next couple of weeks may see some selling into year end Impressive Results - India's economy grew at a faster-than-expected pace of 8.2% in the quarter ended September against a forecast of 7.3% in a Reuters poll and 7.8% expansion in the previous quarter, data released last Friday showed. - The Indian government has cut consumer taxes on hundreds of items and implemented long-delayed labour reforms in the last three months as it tries to keep the domestic economy strong in the face of global uncertainties. - Strongest in 6 quarters - Economists said stockpiling for the festive season as well as expedited exports ahead of the 50% tariff deadline on August 27 might have contributed to the quarterly growth figures. - Manufacturing output rose 9.1% in the quarter ending in September from a year earlier against growth of 7.7% a quarter ago, while construction expanded 7.2% year-on-year from 7.6% a quarter ago. NVDA Spreading Out - Nvidia on Monday announced it has purchased $2 billion of Synopsys common stock as part of a strategic partnership to accelerate computing and artificial intelligence engineering solutions. - As part of the multiyear partnership, Nvidia will help Synopsys accelerate its portfolio of compute-intensive applications, advance agentic AI engineering, expand cloud access and develop joint go-to-market initiatives, according to a release. - Nvidia said it purchased Synopsys' stock at $414.79 per share (Now at $445) Amazon Ultra Fast Service - The parent company of Instacart fell nearly 4% after Amazon said it's testing “ultra-fast” delivery of groceries in Seattle and Philadelphia. - These deliveries take about 30 minutes or less, said Amazon. - Doordash and other delivery companies stocks also fell. Microstrategy - Strategy - Stock has been under pressure - Who knows what the company actully does anymore - Leverage Bitcoin play - issuing massive debt and convertibles to but Bitcoin - Stock down 39% this year and 52% 1 -year (Up 400% in the last 5 years) -Bitcoin dropped below $87k this week before staging a recovery bounce. Devil's Metal - Silver has outpaced gold in 2025, with a growth of about 71%, compared to gold's 54%. - Silver mine production has been decreasing for the past ten years, especially in Central and South America, due to mine closures, resource depletion and infrastructure challenges. - While industrial demand for silver is expected to decline slightly in 2025, the metal is increasingly used in electric vehicles, for AI components and in photovoltaics. - Some people are saying that people were having to transport silver by plane rather than on cargo ships to meet delivery demand INTERACTIVE BROKERS Check this out and find out more at: http://www.interactivebrokers.com/ Some Trump Updates: - Reiterates his view that Chair Powell should reduce rates. - Says he's negotiating with Democrats on healthcare. - Plans to give refunds out of collected tariffs. Crying Game - SoftBank Group founder Masayoshi Son on Monday downplayed the decision to offload the conglomerate's entire Nvidia stake, saying he “was crying” over parting with the shares. - Speaking at a forum in Tokyo Monday, Son addressed SoftBank's November disclosure that the firm had sold its holding in the American chip darling for $5.83 billion. - According to Son, SoftBank wouldn't have made the move if it didn't need to bankroll its next artificial intelligence investments, including a big bet on OpenAI and data center projects. Are Stocks Overvalued? CAPE RATIO Consumers... Consumer Confidence CODE RED -  Chief executive Sam Altman reportedly declared a “code red” on Monday, urging staff to improve its flagship product ChatGPT, an indicator that the startup's once-unassailable lead is eroding as competitors like Google and Anthropic close in. - In the memo, reported by the Wall Street Journal and The Information, Altman said the company will be delaying initiatives like ads, shopping and health agents, and a personal assistant, Pulse, to focus on improving ChatGPT. This includes core features like greater speed and reliability, better personalization, and the ability to answer more questions, he said. - Herein lies the problem with this entire tech market - what if ChatGPT fades to the sideline with $1.5Trillion promised over the next 5-7 years? - Remember, Google declared a Code Red after the arrival of ChatGPT. AI Takeover - Massachusetts Institute of Technology on Wednesday released a study that found that artificial intelligence can already replace 11.7% of the U.S. labor market, or as much as $1.2 trillion in wages across finance, health care and professional services. - The study was conducted using a labor simulation tool called the Iceberg Index, which was created by MIT and Oak Ridge National Laboratory. - The index simulates how 151 million U.S. workers interact across the country and how they are affected by AI and corresponding policy. Costco Sues - Costco filed a lawsuit asking for a full refund of tariffs the warehouse club giant has paid since President Donald Trump imposed “reciprocal” and “fentanyl” tariffs earlier this year. - Costco sued the Trump administration to get a full refund of new tariffs it paid so far this year, and to block those import duties from continuing to be collected from the retail warehouse club giant as a Supreme Court case plays out. - Costco is worried that it would lose the money even if the Tariffs were deemed illegal. Fat Cutting -  Eli Lilly said it is lowering the cash prices of single-dose vials of its blockbuster weight loss drug Zepbound on its direct-to-consumer platform, LillyDirect. - Starting Dec. 1, cash-paying patients with a valid prescription can pay $299 to $449 per month for Zepbound vials on LillyDirect, depending on the dose, down from a previous range of $349 to $499 per month. - The announcement comes just weeks after President Donald Trump inked deals with Eli Lilly and Novo Nordisk to make their GLP-1 drugs easier for Americans to access and afford. Smart Toilets - This year industry giants Toto Ltd. and Kohler Co. introduced smart toilets capable of analyzing what is in the bowl - Launched in August, the latest model in the Neorest line starts at roughly $3,200. - It uses an LED light and a sensor to read the shape, color, hardness and volume of stool as it drops, and sends data to a smartphone app in less than a minute. - Each toilet can support as many as six users — enough for most households — while some companies have bought multiple units for their employees. Toto aims to sell 7,300 units annually by 2028. - For now the stool-scanning Neorest is available only in Japan. - The app analyzes bowel movements against the Bristol scale, which is commonly used to diagnose constipation, inflammation or diarrhea, and offers simple recommendations such as eating more fiber and drinking more water, or even menu suggestions, like vegetable soup. Bristol Scale Feel Good - Entrepreneur Michael Dell and his wife, Susan, will deposit $250 in the individual investment accounts of 25 million American children in a $6.25 billion philanthropic pledge as part of the Trump administration's Invest America initiative. - $250 each child born after between 2015 and 2025 - The money will go to the accounts of children who live in ZIP codes where the median family's income is $150,000 or less, according to a spokesperson for the Dells. Love the Show? Then how about a Donation? Announcing the Winner for iShares Bitcoin Trust ETF (IBIT) Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt! CTP CUP 2025 Here is the list of players: Jim Beaver Mike Kazmierczak Joe Metzger Ken Degel David Martin Dean Wormell Neil Larion Mary Lou Schwarzer Eric Harvey (2024 Winner) FED AND CRYPTO LIMERICKS See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

The Heart of Healthcare with Halle Tecco

The first trillion-dollar healthcare company, a $298M longevity round, and a telehealth CEO headed for federal sentencing. Last month had range.Today on the show, Halle and Michael sort through the biggest December stories shaping the year ahead, from runaway longevity funding to a telehealth scandal headed for federal sentencing.We cover:

Business Wars
Ozempic Wars | The Next Injection | 2

Business Wars

Play Episode Listen Later Nov 26, 2025 36:48


Novo Nordisk can't keep up with demand for Ozempic and Wegovy, giving competitor Eli Lilly the edge in the GLP-1 market. And off-brand competitors continue to hammer the company's market position. Layoffs and board resignations signal that Novo Nordisk has entered a downward spiral. But with new leaders, acquisitions and deals, can they force a comeback?See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Pivot
X's Foreign Trolls, Google's AI Wins, and MTG's Resignation

Pivot

Play Episode Listen Later Nov 25, 2025 70:52


Kara and Scott discuss X's new “About This Account” feature, which appears to show a wave of MAGA accounts posting from Russia, India, Nigeria, and beyond. They also unpack Marco Rubio denying reports that he privately called the Ukraine peace plan a Russian “wish list.” Plus, Google scores a major win with Gemini 3, Eli Lilly hits $1 trillion in market cap, and Marjorie Taylor Greene announces her exit from Congress. Watch this episode on the ⁠⁠Pivot YouTube channel⁠⁠.Follow us on Instagram and Threads at ⁠⁠@pivotpodcastofficial⁠⁠.Follow us on Bluesky at ⁠⁠@pivotpod.bsky.social⁠⁠Follow us on TikTok at ⁠⁠@pivotpodcast⁠⁠.Send us your questions by calling us at 855-51-PIVOT, or email Pivot@voxmedia.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

Business Casual
Google's AI Leapfrogs its Rivals & Trump-Mamdani Tackle Affordability?

Business Casual

Play Episode Listen Later Nov 24, 2025 27:47


Episode 720: Neal and Toby talk about Google's string of recent wins that resulted in its market value surpassing Microsoft. Then, America's affordability crisis seemed to be the one thing in common between the Trump and Mamdani meeting. Then, Eli Lilly hits $1 trillion in market value, first for a health care company. Meanwhile, “Wicked: For Good” smashes its target at the box office. Finally, a preview of what's coming in the week ahead.  Learn more at usbank.com/splitcard  Get your MBD live show tickets here! https://www.tinyurl.com/MBD-HOLIDAY  Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app. Listen to Morning Brew Daily Here:⁠ ⁠⁠https://www.swap.fm/l/mbd-note⁠⁠⁠  Watch Morning Brew Daily Here:⁠ ⁠⁠https://www.youtube.com/@MorningBrewDailyShow⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

WSJ What’s News
How Eli Lilly Became the First Pharma Company to Reach a $1 Trillion Market Cap

WSJ What’s News

Play Episode Listen Later Nov 21, 2025 14:45


P.M. Edition for Nov. 21. It's mostly tech companies that have hit the milestone of a $1 trillion valuation. As WSJ Heard on the Street columnist David Wainer explains, Eli Lilly's entrance into this elite club is for a completely different reason: weight-loss drugs. Plus, New Mexico is one of the poorest states in the U.S., but it's planning to spend millions of dollars per year to be the first state to offer universal childcare. We hear from WSJ economics reporter Harriet Torry about how the plan will work, and what critics say. And now that the U.S. has presented its 28-point peace plan to Ukraine, President Trump says he expects an answer by Thanksgiving, leaving Ukrainian President Volodymyr Zelensky with what he calls a very difficult choice. Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices