American pharmacist, Union Army officer, businessman, philanthropist
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Mortgage rates have jumped to their highest levels since September, dealing another blow to an already struggling spring housing market. The combination of elevated rates and economic uncertainty is forcing potential buyers to reconsider their plans.Today's Stocks & Topics: UL Solutions Inc. (ULS), Precious Metals, Copper, Investing Apps, Eli Lilly and Company (LLY), Hertz Global Holdings, Inc. (HTZ), Sibanye Stillwater Limited (SBSW), Will Mortgage Rates Kill the Spring Housing Market?, Suburban Propane Partners, L.P. (SPH), Inflation, Alcoa Corporation (AA), Century Aluminum Company (CENX), Consumer Spending.Introducing our Third Annual InvestTalk Market Madness! Join the mayhem before May 18th at 11:59 pm PST for the chance to win $1,500! Fill out your bracket below: https://kppfinancial.com/investtalk-madnessOur Sponsors:* Check out Anthropic: https://claude.ai/invest* Check out Pebl: https://hipebl.ai* Check out Progressive: https://progressive.com* Check out Quince: https://quince.com/INVESTAdvertising Inquiries: https://redcircle.com/brands
In this episode, we unpack the surprising growth in healthcare trends, build a 5-stock portfolio for the future of medicine, and overhaul the rules of the Equity Mates community portfolio.0:00 The Gen Z $6b boom5:30 How to invest in the trend7:20 Building a healthcare portfolio8:40 Eli Lilly & GLP-1 dominance10:30 ProMedicus & Intuitive Surgical14:05 TransMedics & CSL breakdown20:50 Community portfolio updates + Ashleigh's Caterpillar pitchStocks & ETFs mentioned in this episode: Eli Lilly (NYSE:LLY), ProMedicus (ASX:PME), Intuitive Surgical (NASDAQ:ISRG), TransMedics (NASDAQ:TMDX), CSL (ASX:CSL), Caterpillar (NYSE:CAT), Betashares Diversified All Growth ETF (ASX:DHHF), Playside Studios (ASX:PLY), Link Administration Holdings (ASX:LNK), Global X Artificial Intelligence Infrastructure ETF (ASX:GXAI)———Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we've got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)We're particularly excited to share our latest show: Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack your portfolio with Sharesight———In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peopletoday. Hosted on Acast. See acast.com/privacy for more information.
Brent crude closes at more than $103 a barrel. Plus: Uber shares rise after an expanded partnership with Nvidia. Eli Lilly shares fall after HSBC analyst downgrade. Katherine Sullivan hosts. Sign up for the WSJ's free What's News newsletter. An artificial-intelligence tool assisted in the making of this episode by creating summaries that were based on Wall Street Journal reporting and reviewed and adapted by an editor. Learn more about your ad choices. Visit megaphone.fm/adchoices
In this week’s episode of “The Top Line,” we take a deep dive into the fourth-quarter performance of the biopharma industry and how the sector fared in 2025 overall. As the world’s 25 largest biopharma companies reported earnings, attention quickly shifted to their outlook for 2026. Only five drugmakers expect faster growth than in 2025, and some are projecting sales declines. One of the most surprising outlooks came from Novo Nordisk, which expects a significant drop in sales. Several other companies are also facing the loss of patent protection for blockbuster drugs, leading them to forecast either declining revenue or slower growth. Fierce Pharma’s Kevin Dunleavy and Eric Sagonowsky discuss the trends emerging from fourth-quarter earnings and how the industry’s performance compares with previous quarters. They also examine the intensifying GLP-1 competition between Novo Nordisk and Eli Lilly and how the two companies appear to be heading in opposite directions. To learn more about the topics in this episode: Eli Lilly, Novo Nordisk lead revenue boom in the 'always tricky' Q4 As Lilly flourishes in Q4, peer projections signal looming sector slowdown in 2026 Biopharma industry gathers momentum in Q3 In Q3, drugmakers saw a marked decline in US vaccine sales as Eli Lilly kicked into higher gear See omnystudio.com/listener for privacy information.
Market update for Thursday March 12, 2026Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today's episode:Oil back at $100 / barrelEli Lilly releases health warning regarding “copycat” weightloss drugsCracks emerge in private credit market as major funds limit withdrawals.Bumble stock jumps after unveiling a new AI matchmaking assistant.Dollar General falls on cautious outlook for 2026.Fun fact: Ben Affleck sells his AI company to Netflix for $600M
In der heutigen Folge sprechen die Finanzjournalisten Anja Ettel und Holger Zschäpitz über einen Warnschuss für Novo Nordisk, Amazons Mega-Emission und eine Dividendenperle mit Deindustrialisierungsgefahr. Außerdem geht es um Oracle, Verizon, AB Inbev, CVS, Microsoft, Meta, Nvidia, Vertiv, GE Vernova, Pershing Square, Berkshire Hathaway, Eli Lilly, NIO, Hugo Boss, Lufthansa, Bristol Myers Squibb, Astellas, Volkswagen, Audi, Stellantis, Ferrari. 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. Der Börsen-Podcast 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
After Friday's news that Center for Biologics Evaluation & Research Chief Vinay Prasad will leave the FDA—again—at the end of April, stocks for several rare disease drug developers popped. UniQure, in particular, was up 51% in premarket trading on Monday. Prasad in a meeting last Thursday with select journalists called the biotech's Huntington's treatment AMT-130 a “failed” therapy, according to STAT News. Shares of Replimune and REGENXBIO—which have suffered rejections during the past year—also rose.One person who is not impressed with the plethora of rare disease drug rejections of late—H.C. Wainwright said in a note Tuesday that there have been at least five cell and gene therapies they believe could have been approved under prior FDA officials—is Wisconsin Senator Ron Johnson. Tuesday, Bloomberg News reported that Johnson has launched an investigation into these recent denials.Johnson called the FDA's request that uniQure conduct a sham surgery-controlled trial of AMT-130 “bureaucratic idiocy,” according to the publication. Meanwhile, uniQure and the FDA appear to be on different pages regarding the design of this prospective trial, with uniQure Chief Medical Officer Walid Abi-Saab referring to a 10-12 hour surgery during which [burr] holes would be drilled in patients' skulls and Prasad claiming on a media call last week that it would require only “one to three nicks in the scalp.”In other news, no episode of The Weekly would be complete without our weekly weight loss segment. Roche and Zealand Pharma's amylin analog fell short of Eli Lilly's rival candidate eloralintide; AbbVie reported what analysts called “competitive” results, with its amylin analog eliciting nearly 10% weight loss at 13 weeks in a Phase 1 trial; and Regeneron touted a much-needed Phase 3 win for Hansoh-partnered dual GLP-1/GIPR agonist olatorepatide in China. Beyond data, Novo Nordisk and Hims & Hers are together again, with Novo striking a deal to sell its injectable and oral GLP-1 medicines through the telehealth provider.Elsewhere on the business side of biopharma, experts are reporting a cut-throat atmosphere behind doors on the M&A front as the supply of companies available to buy dwindles.
In der heutigen Folge sprechen die Finanzjournalisten Anja Ettel und Holger Zschäpitz über einen völlig verrückten Wochenstart an den Märkten, einen durchwachsenen Börsengang in Frankfurt und einen deutschen Maschinenbauer mit Zoll-Resilienz. Außerdem geht es um Alphabet, Amazon, American Airlines, Amgen, Apple, Barrick Gold, Biontech, Caterpillar, Chevron, Cisco, Coherent, ConocoPhillips, Corteva, CSG, Deere, Delta Air Lines, Echostar, Eli Lilly, ExxonMobil, Freeport-McMoRan, Gabler Group, Gea, HP Enterprise, Intuitive Surgical, Johnson & Johnson, Live Nation Entertainment, Lumentum, Meta, Microsoft, Mosaic, Newmont, Nordisk, Novo Nordisk, Nuccor, Nvidia, Occidental, Oracle, Pfizer, Powerus, Southern Copper, Southwest, T-Mobile, ThyssenKrupp, TKMS, United Airlines, Verizon, Vertiv, VW, Walmart. 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. Der Börsen-Podcast 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
Meet the Fantastic—and Controversial—Dr. David Healy Psychiatric Drug Companies-- What Are They NOT Telling Us? Today, we are thrilled to interview the famed and courageous Dr. David Healy. I have admired his work for many years, but never imagined I'd have the chance to meet him and chat with him. First things first. You may know Dr. David Healy for some of his highly controversial books, like "The Antidepressant Era," "Let Them Eat Prozac," and "Pharmageddon." But who is he, really? According to AI, Dr. David Healy is a prominent Welsh psychiatrist, psychopharmacologist, and critic of the pharmaceutical industry known for his research on antidepressants, their links to suicide, and exposing industry practices like ghostwriting and disease-mongering, operating through initiatives like RxISK.org to promote drug safety. He has a long history of challenging Big Pharma, facing academic backlash (like losing a University of Toronto post) for his views, and serving as an expert witness in legal cases involving psychotropic drugs, advocating for greater transparency and patient safety. Healy initially worked with pharmaceutical companies, gaining firsthand knowledge of how SSRIs were marketed despite their trial weaknesses, focusing on the oversimplified serotonin hypothesis. He then became a vocal critic, highlighting issues like ghostwriting articles and manipulating academic opinion to sell drugs, leading to conflicts with industry-funded institutions. He founded RxISK.org, a platform for patients to report adverse drug reactions, aiming to make medicines safer. His strong stance (on research linking SSRI antidepressants to increased suicidal thoughts and urges) led to intense and corrosive controversy, including losing a professorship at the University of Toronto (though later settled as a visiting role) and harassment, noted here and here. In recent years, he has acted as an expert witness in cases involving drug-related suicides and homicides, bringing issues to regulators. In essence, Dr. David Healy is a significant, often controversial, figure dedicated to drug safety, academic integrity, and patient awareness in psychiatry, challenging established narratives and industry power. Taking a deeper dive, AI has added this critically important information: David Healy has discussed numerous examples of conflicts of interest that mainly involve the influence of the pharmaceutical industry on medical research, publication, and practice. Key examples he has highlighted include: Ghostwriting of Articles: Pharmaceutical companies hire medical communication firms to draft research articles or reviews, and then get prominent academics or clinicians to put their names on the papers as the sole or primary authors, a practice known as ghostwriting. The named authors often have little to no involvement in the actual research or writing. Hiding or Misrepresenting Data: Drug companies have concealed unfavorable data or miscoded raw data on drug risks, such as the link between antidepressants and suicidal acts. This manipulation can make a drug appear safer or more effective than it actually is. Biased Clinical Trial Design: Healy notes instances where clinical trials are designed with "tricks," such as using inadequate or excessive doses of comparison medications to make the company's own drug look superior. Marketing-Driven Education: A large portion of continuing medical education (CME) classes for doctors are sponsored by industry. Healy argues this leads to a bias in the information presented to doctors, with an emphasis on the benefits of brand-name drugs rather than an objective assessment of all treatment options. Gifts and Payments to Physicians: Drug companies spend billions annually on marketing directed at doctors, including free samples, sales visits, and small non-educational gifts or lunches. Healy points out that while many doctors believe these gifts don't affect their own prescribing, studies show they influence prescribing patterns and create subtle biases. Industry Influence on Academia: Healy's own experience with a job offer being rescinded at the University of Toronto, which had received a large donation from a drug company (Eli Lilly), is a prominent case he uses to illustrate how industry funding can infringe upon academic freedom and stifle critical research. "Disease Mongering": Healy argues that the pharmaceutical industry often engages in "disease mongering," marketing conditions to the public and physicians to create a market for their products rather than simply addressing genuine medical needs. So that hopefully gives you some idea of the scope of his work, and his vision of transparency and integrity in the reporting one the effectiveness and risks of psychotropic medications. In our conversation today, he emphasized the importance of listening to patients who describe side effects of medications, such as SSRIs, in described the efforts of Big Pharma to suppress such complaints, giving psychiatrists "talking points" to reassure and quiet concerned patients. In general, a main focus of his career has been to challenge and confront the efforts of drug companies to suppress negative information about their products and troublesome and dangerous side effects. He said that one of the rationales the drug companies use is to say that disseminating that type of information will discourage many potential patients from using their products, and therefore miss out on the potential benefits of the medications. In fact, they have a name for this, "treatment hesitancy," and discourage open discussion of negative effects for this reason. I asked Dr. Healy if he's experienced direct negative pushback from drug companies, and he gave a surprising answer—he said no, that the major pushback he's gotten has actually been from colleagues—psychiatrists who have bought the party line disseminated by the drug manufactures. For example, when he gave his famous talk at the University of Toronto on the increase in suicidal urges associated with SSRI antidepressants, a famous psychopharmacologist, Dr. Charlie Nemeroff, got him fired. Here's the story on Dr. Nemeroff, According to AI: In the late 2000s, Nemeroff faced investigations and sanctions from Emory University for failing to disclose significant speaking and consulting fees from pharmaceutical companies like GlaxoSmithKline, raising questions about research integrity and conflicts of interest, notes The BMJ and The New York Times. Although the antidepressant effects of SSRIs are controversial and hotly debated, their effects on the nervous system are not. Dr. Healy's research indicates that they have a suppression effect on the nervous system, which dulls the senses, and this can happen within 1 to 2 days. One of the more troublesome of these effects is called "genital numbing," which affects 9 out of 10 people talking SSRIs. This can result in difficulties with sexual arousal and greatly delayed orgasm, and apparently these effects can persist long after drug discontinuation. He said that these sensory effects can develop quickly, within a day or two of starting the medications. Even more chilling, he said that the problem can actually get worse when you discontinue the medication, and can sometimes persist for life. In addition, quite a few individuals have "bad trips" on SSRIs, although a minority clearly have "good trips." He said the best thing to do for a bad trip is to take the patient off of the medication immediately—and NOT increase the dose. He confirmed my impression that a common error with all antidepressants is to increase the dose—which simply increases the side effects. In addition to the genital numbing described above, he said the SSRIs cause "emotional numbing," which means a decreased capacity for joy as well as sorrow. One of the main activities in David Healy's life has been listening to patients, rather than discounting their complaints when they describe negative effects of medications. When asked about what alternatives to drugs he might recommend to someone struggling with depression, he said that sometimes, just doing nothing will be helpful, since most mood problems clear up spontaneously in 12 to 14 weeks. He said that most are simply human problems, not "mental disorders," but real-life problems, like relationship conflicts or social issues. Although we did not discuss it extensively on the show, I would point out that skillful, drug-free therapy with TEAM CBT can sometimes help as well, and that recent research has confirmed rapid often dramatic mood improvements with individuals using the Feeling Great app, which has been entirely free to anyone since the summer of 2025. Finally, we do not advise anyone to discontinue or modify the dosages of any medications you have been prescribed without consultation with your doctor. The information in the Feeling Good podcast is of a strictly educational nature, and is not intended as treatment or medical advice. We thank you for listening to today's shocking but incredibly important dialogue with one of the pioneers and champions of greater ethical integrity and transparency in the psychiatric profession. It is sad, indeed, that we don't have more visionary critical thinkers like Dr. David Healy! David (H), Rhonda, and David (B)
In der heutigen Folge sprechen die Finanzjournalisten Anja Ettel und Holger Zschäpitz über die Angst vor einem Schwarzen Montag, einen politischen Denkzettel für die Koalition in Berlin und ein Happy End für Hims & Novo. Außerdem geht es um Eli Lilly, Vertiv, Lumentum und Coherent, EchoStar, Match Group, Molina Healthcare, Lamb Weston, Paycom, Nvidia, WisdomTree WTI Crude Oil 2x Daily Leveraged ETC (WKN: A2BC41) und WisdomTree WTI Crude Oil 3x Daily Short ETC (WKN: A4AGV3). Wir freuen uns an Feedback über aaa@welt.de. Anzeige: Diese Folge enthält Werbung für Smartbroker+. Depot eröffnen & 60 € ETF sichern! Riesige ETF-Auswahl, flexible Trades & persönlicher Support bei Smartbroker+. Alle Informationen gibt es unter: https://get.smartbrokerplus.de/triple-aaa-podcast/ 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. Der Börsen-Podcast 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
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 series of developments that highlight the dynamism and complexity of our industry. The pharmaceutical and biotech sectors continue to evolve rapidly, driven by scientific innovations, regulatory shifts, and strategic initiatives.Eli Lilly's recent move to launch "Employer Connect," a platform aimed at improving access to its obesity medications, marks a significant step in addressing the growing public health issue of obesity. This initiative reflects the increasing influence of employer-driven healthcare solutions in managing chronic conditions. By directly involving employers, Eli Lilly seeks to enhance both the accessibility and affordability of its treatments, which could lead to better patient outcomes and reduced healthcare costs associated with obesity-related complications.In dermatology, Galderma has doubled its sales projections for Nemluvio (nemolizumab), an atopic dermatitis treatment, following a successful market debut. The revised projection to over $4 billion in peak annual sales underscores Nemluvio's strong market performance against competitors like Dupixent. This success not only highlights the drug's therapeutic efficacy but also indicates robust market demand for innovative dermatological therapies.Regulatory landscapes remain pivotal in shaping the industry. Vanda Pharmaceuticals' ongoing efforts to expand Hetlioz's label for jet lag treatment have been met with regulatory challenges since 2019. The FDA's response to Vanda's request for a public hearing underscores the complexities involved in navigating approval processes for label expansions. The outcome of such hearings could have broader implications for similar drugs seeking label amendments.Geopolitical dynamics also influence biopharma investments, with Ireland emerging as a stable manufacturing hub amidst global uncertainties. Despite geopolitical tensions, U.S. investments continue to flow into Ireland, highlighting its strategic importance as a location for biopharmaceutical manufacturing and innovation.In oncology, Pfizer is advancing its research and development strategy under Jeff Legos' leadership by leveraging its $43 billion acquisition of Seagen. The aim is to build an antibody-drug conjugate empire while advancing a PD-1xVEGF bispecific drug licensed from 3SBio. This approach underscores Pfizer's commitment to expanding its oncology pipeline through innovative therapies and combination regimens that could potentially transform cancer treatment paradigms.Meanwhile, Merck KGaA faces challenges with declining U.S. sales of Mavenclad due to anticipated generic competition. This situation reflects a broader industry trend where pharmaceutical companies must navigate patent expirations and generic market entries that threaten revenue streams of established products.Leo Pharma's launch of a direct-to-consumer campaign for Anzupgo, targeting hand eczema treatment, signifies the growing role of consumer engagement in pharmaceutical marketing strategies. Such approaches are becoming increasingly important in reaching patients directly.Collaborations remain a key driver of innovation within the industry. Daiichi Sankyo's partnership with German medtech Gaia to commercialize Lipodia—a digital therapeutic for high cholesterol management—illustrates the convergence between digital health technologies and traditional pharmaceuticals.In gene therapy news, uniQure finds itself in a contentious dialogue with the FDA over its Huntington's disease therapy. The debate centers around uniQure's claim that the FDA requested a "sham trial," which the agency denies. This situation underscores regulatory complexities surrounding gene therapies targeting rare diseases.Simultaneously, PepGen faces a partial clinical hold on its muscle wasSupport the show
Moderna, Abercrombie & Fitch, Eli Lilly, Nvidia... bajo la lupa de Juan Enrique Cadiñanos, CEO Global de Bullfy.
The FDA is dominating the headlines once again thisweek. Days after FDA Commissioner Marty Makary appeared to question uniQure's gene therapy candidate for Huntington's disease, the company revealed that the agency will require it to conduct a randomized, double-blind, sham surgery–controlled Phase 3 study. The FDA also published anothercomplete response letter (CRL), this one for REGENXBIO's gene therapy for Hunter syndrome. The rejection, sustained by the biotech early last month, was driven by issues with the study's population, controls and use of surrogate markers to measure efficacy, according to the document. Meanwhile, regulatory experts have expressed concernsthat the FDA's circle of trust is shrinking, making many decisions feel like “fiat”—both in terms of individual drug applications and policy. The FDA has reportedly initiated a probe into complaints that a toxic workplace is fostered by CBER director Vinay Prasad, who is at the heart of many of these decisions. Finally, the biopharma industry continues to react to the agency's pivot from a requirement of two pivotal trials to one for approval, asking why now, what are the risks and what exactly the FDA expects from this one trial. Still on the gene therapy front, Sarepta Therapeutics CEO Doug Ingram stepped down last week to spend more time with family as the company's muscular dystrophy mission hits home. Also during the company's fourth quarter earnings call, Sarepta projected that sales of its embattled Duchenne muscular dystrophy gene therapy Elevidys will be flat or down as far as 15% in 2026. On the obesity front, Eli Lilly topped Novo Nordisk again in a weight loss trial, this time in a Lilly-sponsored study of patients with type 2 diabetes. But don't count Novo out yet. The company is actively seeking out new obesity assets, according to business development executive Tamara Darsow. Just last week, Novo linked with Boston'sVivtex to advance novel weight loss pills.Finally, check out BioPham Executive this week for a rundown of 2025's top-selling assets—spoiler: Merck's Keytruda held onto its crown as number one—and a story on former2seventy exec Chip Baird's new role as CEO of recently launched Poplar Therapeutics, which secured a $45 million series A extension this week.
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 series of significant advancements and ongoing challenges that are reshaping the landscape of these dynamic industries.A key highlight in recent developments comes from Ascendis Pharma, which has secured FDA approval for Yuviwel, a treatment targeting achondroplasia, a genetic disorder leading to dwarfism. This approval underscores the potential of Ascendis' "transient conjugation" drug delivery platform, marking its third rare disease drug approval in just six years. The platform's ability to extend drug half-life and improve dosing frequency highlights its promise in addressing unmet medical needs in rare diseases, offering new hope for patients who previously had limited treatment options.In oncology, Merck's LITESPARC clinical trial program is showing promising results with Welireg (belzutifan) for clear cell renal cell carcinoma. The trials suggest that combination therapies involving Welireg could set a new standard of care. However, transitioning these regimens into universal standards remains challenging due to competitive dynamics and hurdles in clinical adoption.Shifting to cardiovascular health, United Therapeutics has made notable progress with its phase 3 trial success for a once-daily drug candidate for pulmonary arterial hypertension. The trial reported a 55% reduction in clinical worsening risk, positioning United Therapeutics to seek FDA approval and potentially challenge existing treatments from major players like Johnson & Johnson.Regulatory challenges are also evident. UniQure recently faced a setback when the FDA rejected its data package for AMT-130, a gene therapy for Huntington's disease. This rejection reflects the stringent regulatory environment surrounding gene therapies and emphasizes the need for robust data to meet approval criteria.On the technological front, Eli Lilly is making a strategic shift by collaborating with Nvidia to integrate advanced computing capabilities into drug development. By leveraging Nvidia's AI-driven supercomputing power, Lilly aims to accelerate drug discovery processes and enhance precision medicine approaches, potentially transforming traditional pharmaceutical lifecycles.Operational shifts are also occurring as Merck winds down Gardasil production at its North Carolina plant due to declining global demand. This decision reflects broader vaccination trends and may signal shifts in manufacturing strategies to align more closely with market demands.Leadership changes at Bavarian Nordic, following a failed private equity takeover bid, indicate potential strategic realignments within the company. The planned departure of CEO Paul Chaplin after 12 years could herald new directions and priorities.In logistics, Frontier Scientific Solutions is pioneering advancements in temperature-controlled supply chains—crucial for maintaining drug efficacy during distribution. Their innovative approaches are reshaping pharmaceutical logistics, ensuring reliable delivery systems worldwide.Meanwhile, Walgreens is venturing into digital health with a virtual weight management clinic offering access to GLP-1 medications. This move positions Walgreens within the competitive telehealth market as it responds to growing consumer demand for convenient healthcare solutions.These developments collectively reflect an industry in flux—balancing scientific innovation with regulatory rigor and strategic realignments. As companies navigate these challenges, the implications for patient care are profound, promising potential improvements in treatment efficacy and accessibility.Turning our attention to Roche, another successful Phase 3 trial for fenebrutinib—a BTK inhibitor targeting relapsing multiple sclerosis—has been reported. The study achieved its primary endpoint but raiseSupport the show
You can listen to the first episode of this three-part series here. GLP-1 medications to treat diabetes, obesity and several other illnesses have exploded in popularity since Ozempic was approved for use in Canada back in 2018. Ozempic and Wegovy, the GLP-1s which contain semaglutide, are the third-most prescribed drug in Canada, and by far the best-selling one. Chris Hannay, The Globe's business of health reporter, will explain why the introduction of generic semaglutide will mean lower prices and more options for Canadians. And we'll explore access to these drugs with The Globe's health reporter Kelly Grant on who gets their GLP-1 covered by their insurance – and who doesn't. Plus, Globe audio producer Kasia Mychajlowycz leads us on a journey to understand just how the virtual pharmacies advertised all over her social media feed are vetting people who want Ozempic prescriptions. The next episode and final episode of Skinny, Inc. is next Monday, March 9. You can contact the National Eating Disorders Information Centre at their toll-free hotline at 1-866-NEDIC-20 or visit their website. Questions? Comments? Ideas? E-mail us at thedecibel@globeandmail.com Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Listen or watch along as we discuss Soft Tissue Problems in Arthritis.In this episode, podcast host Mel Brooke, BIRDs Patient and Public Engagement Programme talks with Dr Will Tillett, Consultant Rheumatologist & Head of Rheumatology at the RNHRD, RUH Bath.. We explore soft tissue problems — the tendons, muscles and ligaments and other structures that sit around the joint rather than inside it. We also discuss how these problems are diagnosed and when diagnostic imaging techniques like ultrasound or MRI might help.Useful Links:www.arthritis-uk.orgBIRD Podcasts Connect further with us:Have questions or thoughts about our information Podcast library? Interested in joining BIRDs patient research panel? Email Mel at ppe@birdbath.org.ukBe sure to subscribe, rate, and review the podcast to help us continue sharing information that matters!The Patient and Public Engagement Programme has been supported by hands-off sponsorships from Eli Lilly and Company Limited, UCB and Amgen -all of whom have provided grant funding but who have were not involved in the development, content or editorial control of this podcast, nor the subsequent review and approval of these materials or general running of the patient and public engagement programme.We would also like to thank The Arnold Clark Community Fund, The Cumber Family Charitable Trust, Medlock Charitable Trust, The Ray Harris Charitable Trust and The Hospital Saturday Fund.Thank you to all our sponsors for helping us to bring you information that supports you and helps to increase your knowledge of rheumatic diseases.Please visit the BIRD website to sign up for news at www.birdbath.org.uk
The weight loss drug market is undergoing a dramatic transformation this week as Novo Nordisk announced major price cuts for its popular medications Ozempic and Wegovy. Starting January 2027, the Danish pharmaceutical company will reduce prices by up to 50 percent for Wegovy and 35 percent for Ozempic, with both medications selling for 675 dollars per month. This announcement reflects intensifying competition in the GLP-1 drug market, where Eli Lilly's Mounjaro and Zepbound have been aggressively capturing market share since their approval in 2022.The pricing pressure comes as Novo Nordisk faces multiple challenges despite the massive growth of the weight loss drug industry. Global sales of GLP-1 medications reached between 50 and 60 billion euros last year, with projections suggesting the market could hit 100 billion euros annually by the early 2030s. However, Novo Nordisk's share price has plummeted more than 60 percent in the past year, largely because the company can no longer charge premium prices in the United States, its most lucrative market. Additionally, the company's newly developed drug called CagriSema underperformed in clinical trials, achieving only 23 percent weight loss compared to Mounjaro's 25.5 percent.Meanwhile, Oprah Winfrey continues to be a prominent advocate for GLP-1 medications, discussing her personal experience with these drugs in various media appearances. According to her recent statements, Oprah began taking a GLP-1 medication in 2023 and lost approximately 50 pounds. When she stopped taking the medication after six months to test whether she could maintain the weight loss independently, she quickly regained 20 pounds and experienced a return of what she calls food noise, the constant mental preoccupation with eating. Oprah has emphasized that taking these medications appears to be a lifetime commitment, comparing it to managing other chronic conditions like high blood pressure. She has also noted an unexpected benefit, stating that the medication eliminated her desire for alcohol after years of heavy consumption. In her new book titled Enough, Your Health Your Weight and What It's Like to Be Free, Oprah explores her relationship with weight loss medications and discusses how obesity is now understood as a clinical disease rather than a personal failure.The price reductions announced this week signal that the intense competition in the GLP-1 market will continue to reshape the pharmaceutical landscape. As more variants and generic versions enter the market in coming years, prices are expected to decline further, potentially making these medications accessible to millions more people globally.Thanks for listening, please subscribe, and remember—this episode was brought to you by Quiet Please podcast networks. For more content like this, please go to 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
Nvidia, Sellforce, Cognizant, Eli Lilly y Monster Beverage bajo la lupa de Celso Otero, analista de fondos de Renta 4.
Guest: Martin Brenner, Ph.D., Chief Executive Officer and Chief Scientific Officer at iBioCompany: iBio, Inc. (NASDAQ:IBIO)Website: https://ibioinc.com/Martin's Bio:Dr. Brenner has a strong history of success heading drug discovery and development teams at several of the world's leading pharmaceutical companies, including AstraZeneca, Eli Lilly and Company, Pfizer Inc., and Merck Research Laboratories. Most recently, Dr. Brenner served as the CSO at Pfenex Inc., which, using its patented Pfēnex Expression Technology® platform, created an advanced pipeline of therapeutic equivalents, vaccines, biologics and biosimilars. Pfenex was acquired by Ligand Pharmaceuticals Incorporated for approximately $516 million in October 2020. Previously, Dr. Brenner served as the CSO at Recursion Pharmaceuticals, Inc., a company focused on accelerating drug discovery for rare diseases and diseases with high unmet medical need. Prior to his time at Recursion, he was Vice President and Head of Research & Early Development at Stoke Therapeutics, Inc., a biotechnology company using antisense oligonucleotides to increase gene expression for the treatment of rare diseases. Prior to Stoke, he was Executive Director at Merck, where he built a biotech unit from scratch, focusing his team's research on diabetes and nonalcoholic steatohepatitis (NASH). Earlier in his career, Dr. Brenner was the Senior Director and Head of cardiovascular, renal, and metabolism (CVRM) biosciences at AstraZeneca. In addition, Dr. Brenner was an Associate Research Fellow at Pfizer where he led the islet biology and in vivo pharmacology in the CVMED Target Exploration Unit before assuming the role of Head of the Insulin Resistance Group.Company Description: iBio is a cutting-edge biotech company leveraging AI and advanced computational biology to develop next-generation biopharmaceuticals for cardiometabolic diseases, obesity, cancer and other hard-to-treat diseases. By combining proprietary 3D modeling with innovative drug discovery platforms, iBio is creating a pipeline of breakthrough antibody treatments to address significant unmet medical needs. iBio's mission is to transform drug discovery, accelerate development timelines, and unlock new possibilities in precision medicine.
In this episode of Compliance is Cool, AmSpa founder Alex Thiersch and General Counsel Patrick O'Brien dive deep into the legislative "flurry" currently sweeping through the medical spa industry. Focusing on Indiana's Senate Bill 282, the duo explores how a seemingly benign licensing bill evolved into a restrictive piece of legislation targeting both medical spas and compounding pharmacies. They pull back the curtain on the "Big Pharma" influence—specifically Eli Lilly's presence in Indianapolis—and explain why the sudden push to track compounded GLP-1 medications has created a "death by paperwork" scenario for med spa owners. This episode serves as a wake-up call for the industry as similar legislative language begins to surface in states like Florida, Iowa, and Arizona. Discussion points include: An overview of the path Indiana SB 282 took from draft to law An explanation of the bill's provisions and how they would adversely affect medical providers The connection between SB 282 and big pharma's battle with compounding medications How Alex, Patrick, and their lobbyist worked with legislators to improve the bill and what it still includes The national trends that practitioners should stay aware of, and how AmSpa and its members can be proactive in leading the conversation
Een jaar lang scheten aandeelhouders van Wolters Kluwer in hun broek voor wat er daar aan zat te komen. Het verdienmodel van het databedrijf zou onderuit gehaald worden door AI-bedrijven die het allemaal beter en sneller gaan kunnen. Waardoor de beurskoers in een jaar tijd met ruim 60 procent daalde. Alleen... dat blijkt nu behoorlijk paniekvoetbal. De kwartaalcijfers laten namelijk een ander beeld zien. Omzet en winst stijgen. En Wolters Kluwer bewijst het ongelijk van beleggers nog even extra: want vooral de cloud-activiteiten groeien hard, met 15 procent. Een afscheid in stijl voor ceo Nancy McKinstry, wiens laatste kwartaal dit was. Deze aflevering kijken we of aandeelhouders die zijn vertrokken, nu reden hebben om terug te keren.Hebben we het ook over een ander beursdrama, maar dan in Denemarken. Dat van Novo Nordisk. De maker van onder meer Ozempic had een voorsprong met hun afvalmedicatie, maar werd keihard ingehaald door de concurrentie. En zag het aandeel zelf op een crashdieet gaan. Van het meest waardevolle Europese beursbedrijf, naar een van de beurslosers. Maar die tijd is misschien wel voorbij, want Novo Nordisk heeft iets verzonnen. Het gaat de prijzen halveren.Hoor je ook meer over de State of the Union. Trumps speech heeft een record gebroken. Nog nooit duurde dat politieke praatje zo lang. Maar of het ook een beetje inhoudelijk was, dat bespreken we deze aflevering. Zo wil Trump de inkomstenbelasting inruilen voor.... tarieven! Te gast: Martine Hafkamp van Fintessa Vermogensbeheer BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie. Van Musk tot Microsoft en van Ahold tot ASML. Wij vertellen je wat beleggers bezighoudt, wie de markten in beweging zet en wat dat betekent voor jouw beleggingsportefeuille.See omnystudio.com/listener for privacy information.
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 compelling array of advancements and strategic shifts that are shaping the healthcare landscape across the globe.In recent times, the pharmaceutical and biotech sectors have showcased remarkable resilience and innovation, driving forward with significant scientific breakthroughs and clinical trial results. A standout achievement comes from Novo Nordisk, whose recent Phase 2 trial results for its triple agonist targeting obesity reported a remarkable weight loss of up to 19.7% in patients over 24 weeks. This promising development positions Novo Nordisk as a formidable contender in the obesity treatment market, potentially affecting giants like Eli Lilly. With obesity being a significant global health challenge, these findings underscore the potential of multi-targeted approaches in managing this complex condition.Regulatory landscapes continue to evolve, with pivotal approvals marking milestones for therapies targeting rare diseases. Immedica Pharma's Loargys received FDA approval for treating hyperargininemia associated with arginase 1 deficiency, highlighting perseverance in overcoming regulatory hurdles after a prior rejection. Additionally, Sanofi and Regeneron's Dupixent achieved its ninth FDA approval, underscoring its versatile potential across multiple indications. These approvals not only reflect regulatory progress but also emphasize the critical role of persistence in drug development.Ethical considerations remain at the forefront of industry discussions, particularly highlighted by Novartis' settlement in a lawsuit concerning the use of Henrietta Lacks' cells without consent. This resolution underscores ongoing ethical challenges within biomedical research, emphasizing the need for ethical vigilance as companies increasingly rely on human-derived materials.Significant business trends are shaping strategic directions within the industry. Pfizer's acquisition of marketing rights for Sciwind's GLP-1 receptor agonist in China exemplifies a calculated move to dominate the obesity treatment market. This strategic acquisition allows Pfizer to leverage China's vast market potential for type 2 diabetes medications and positions it favorably for future weight loss treatments.On the manufacturing front, AbbVie has made substantial investments in U.S. infrastructure, committing $380 million to new North Chicago API plants as part of a decade-long strategy to inject $100 billion into U.S. operations. This initiative highlights a commitment to bolstering domestic production capabilities amidst global supply chain uncertainties.The complexities of drug development are further illustrated by Roche's decision to halt the development of Enspryng for Duchenne muscular dystrophy due to unsatisfactory progress. This shift in focus reflects the inherent challenges of drug repurposing and the necessity of robust clinical evidence to support new indications.Geopolitical factors also play a significant role in shaping industry dynamics, with recent U.S. Supreme Court decisions impacting international trade agreements. Such geopolitical influences can significantly affect pharmaceutical companies' operations and strategic planning.The collaboration between Astellas and Vir Biotechnology reflects another significant trend in strategic partnerships within the industry. Their $1.7 billion deal centered on a novel bispecific T-cell engager for prostate cancer underscores the growing importance of immuno-oncology and innovative approaches to targeting hard-to-treat cancers.The regulatory front continues to see transformative changes with the FDA unveiling draft guidance for a new approval pathway tailored for bespoke gene-editing therapies. This initiative could expedite personalized genetic treatments and transform patSupport the show
Eli Lilly notches another win over Novo Nordisk, as Zepbound bests CagriSema in a head-to-head trial sponsored by Novo; The FDA kicked off Rare Disease Week, providing draft guidance on its new plausible mechanism pathway, while a bipartisan senate hearing on Thursday will focus on the authorization process for rare conditions; Another leadership change shakes up CDC; and Gilead acquires CAR T partner Arcellx for nearly $8 billion. Everything is coming up Lilly. The Indianapolis-based pharma bested its chief rival, Novo Nordisk in a head-to-head test. In a Phase 3 trial initiated by Novo itself, Lilly's Zepbound generated 25.5% weight loss while the Danish pharma's CagriSema elicited 23%. The results sent Novo's shares plummeting by an unprecedented 20% to a pre-Wegovy valuation while Lilly's market cap continues to climb. Novo attempted a comeback on Tuesday, announcing that its triple-G agonist UBT251 scored almost 20% weight loss after 24 weeks in a Phase 2 trial in China. By comparison, Lilly's own triple-G competitor retatrutide led to 17.5% weight loss over the same timeframe, according to BMO Capital Markets analysts. Novo also sweetened the pot, announcing that it would slash the prices for all three of its GLP-1 medicines starting in 2027. Meanwhile, the FDA kicked off Rare Disease Week with draft guidance on the new Plausible Mechanism Pathway for personalized therapies that was first teased in November. Jumping off last summer's Baby KJ success story, the new pathway is aimed at advancing treatments for ultra-rare diseases. And a bipartisan senate hearing on Thursday will focus on the authorization process for rare disease therapies. While the rare disease space has enjoyed recent regulatory progress, funding these vital therapies remains a challenge. Companies like the Orphan Therapeutics Accelerator (OTXL), a non-profit biotech, are trying to change this with creative approaches including tax exempt status and unique partnerships with CDMOs and CMOs. Finally, in a move that also has implication for the rare disease space, the FDA's official pivot from a two clinical trial requirement to just one for new drug applications is lighting up biopharma social media. And over at the CDC, there is more upheaval on the leadership front as National Institutes of Health Director Jay Bhattacharya replaces acting director Jim O'Neill as head of the agency, and principal deputy director Ralph Abraham steps down, citing “unforeseen family obligations.” On the business front, Gilead inked the biggest M&A deal of the year so far, acquiring CAR T partner Arcellx for nearly $8B. And Merck's Keytruda should have a few extra years of dominance thanks to a web of patents, with billions on the line. Check it out in BioPharm Executive, in your inboxes Wednesday. HostsJef Akst, Managing Editor, BioSpaceHeather McKenzie, Senior Editor, BioSpaceAnnalee Armstrong, Senior Editor, BioSpace
The GLP-1 drug revolution has taken the medicine world by storm. I've done several episodes on the science of GLP-1s. But we've never done an episode like this before, where we talk to one of the most important people in charge of guiding the GLP-1 drug revolution. Our guest is Dave Ricks, the CEO of Eli Lilly, the largest pharmaceutical company in the world. First we talk about what makes the GLP-1 drug category special and the science that Lilly is doing to improve these drugs. Then, we talk about the pharmaceutical industry more broadly. How it works. How it could work better. And I don't shy away from the question that I think Pharma CEOs need to take much more seriously: If the pharmaceutical industry is theoretically more devoted than any other economic category to saving people's lives, why do Americans distrust it more than any other industry in the entire economy? Subscribe to our YouTube channel here: https://www.youtube.com/@PlainEnglishwithDerekThompson If you have questions, observations, or ideas for future episodes, email us at PlainEnglish@Spotify.com. Host: Derek ThompsonGuest: David RicksProducer: Devon Baroldi Learn more about your ad choices. Visit podcastchoices.com/adchoices
Over 1.5million adults in the UK tried weight loss drugs in 2024-25. Many swear by them, but they have been associated with side effects including nausea and, in some cases, extremely painful gallstones. But what does the evidence actually tell us, and what is the wider impact on the way we view our bodies in society?James Gallagher is joined by Professor of Cardiometabolic Medicine at the University of Glasgow Naveed Sattar, Dr Beverley O'Hara, Lecturer in Public Health Nutrition at Leeds Beckett University, and Dr Margaret McCartney, resident Inside Health GP. They discuss what the evidence tells us about the potential known side effects of these weight loss drugs, and the potential impact their use has on our view of obesity as a society. We also hear from Sarah Le Brocq, who has struggled with obesity all her adult life and has been on these drugs for the past 2-3 years about her experiences. Margaret McCartney has no conflicts of interest to declare.Beverley O'Hara has no conflicts of interest to declare. She has 2 roles with the Association for the Study of Obesity (voluntary academic positions).Naveed Sattar has consulted for and/or received speaker honoraria from AbbVie, Amgen, AstraZeneca, Boehringer Ingelheim, Carmot Therapeutics, Eli Lilly, Gan & Lee, GlaxoSmithKline, Hanmi Pharmaceuticals, Kailera, Mass Medicines, Menarini-Ricerche, Metsera, Novo Nordisk, Pfizer, Regeneron, Roche, UCB Pharma, and Verdiva Bio; and received grant support paid to his University from AstraZeneca, Boehringer Ingelheim, Novartis, and Roche.Presenter: James Gallagher Producer: Hannah Fisher Researcher: Tom Hunt Production coordinator: Stuart Laws Content Editor: Ilan Goodman
AmSpa founder Alex Thiersch introduces a brand-new segment of the Medical Spa Insider podcast: Compliance is Cool. As the medical spa industry reaches a critical inflection point, Alex discusses his transition from CEO to Chairman, allowing him to focus full-time on the legal advocacy and legislative "battles" currently bubbling beneath the surface. From the importance of data-backed safety research to a deep dive into the recent legislative "kerfuffle" in Indiana involving Eli Lilly and GLP-1 compounding, this episode sets the stage for a more vocal, protected, and compliant industry. Email your compliance questions to alex@AmericanMedSpa.org to be answered on future episodes. Key points include: The Launch of "Compliance is Cool" Leadership Evolution at AmSpa and Alex's new projects The legislative challenges looming for med spas The Indiana GLP-1 bill and Eli Lilly Why the industry must invest in scientific studies AmSpa's New Chicago Home
In der heutigen Folge sprechen die Finanzjournalisten Anja Ettel und Holger Zschäpitz über Enttäuschung bei Novo Nordisk, Gileads Milliarden-Move und Übernahmefantasie bei Paypal. Außerdem geht es um Mongo DB, Zscaler, Datadog Doordash, American Express, Mastercard, Visa, Novo Nordisk, Eli Lilly, Gilead, Arcellx, Domino's, IBM, PayPal, BMW, VW, Mercedes-Benz, SAP, Infineon, Cloudflare, Crowdstrike, Zscaler, KKR, Blackstone, Apollo, GE Vernova, L&G Gold Mining ETF (WKN: A12CCL), L&G DAX Daily 2x Short (WKN: A0X8ZS), Amundi Core MSCI USA (WKN: ETF154), iShares MSCI USA (WKN: A0YEDU), SPDR S&P 500 (WKN: A3EUC1), UBS Core S&P 500 (WKN: A41DL0), SPDR S&P 500 Leaders (WKN: A2PSPE), iShares Core MSCI World (WKN: A0RPWH), Ark Innovation ETF (A14Y8H) und SPDR MSCI All Country World IMI (WKN: A1JJTD). 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. Der Börsen-Podcast 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
Good morning from Pharma Daily: the podcast that brings you the most important developments in the pharmaceutical and biotech world.Today, we delve into the latest from an industry that continues to break new ground in both scientific innovation and regulatory landscapes. The pharmaceutical and biotech sectors are buzzing with activity as companies engage in bold strategies and face significant challenges in their quest for groundbreaking treatments.A recent event illustrating the high-stakes nature of this industry involves Novo Nordisk and its decision to conduct a head-to-head clinical trial for Cagrisema against Eli Lilly's Zepbound. This trial, which typically occurs post-approval, was conducted at the candidate stage. Novo Nordisk aimed to establish market dominance by proving superiority early on. However, the trial did not go as planned, with Cagrisema failing to outperform Zepbound. This outcome serves as a reminder of the competitive dynamics in early-stage testing and the strategic risks companies are willing to take in their bid for market leadership.Meanwhile, Gilead Sciences has made a bold move with a $7.8 billion investment in Arcellx, focusing on CAR T-cell therapy. This investment highlights Gilead's commitment to advanced cancer treatments, particularly Anito-cel for relapsed or refractory multiple myeloma. CAR T-cell therapies involve modifying a patient's T-cells to target cancer cells more effectively, representing a significant leap forward in oncological treatments. With an FDA decision anticipated by December 2026, Gilead's investment underscores its strategic focus on transformative therapies that could redefine cancer care.In legal news, Regenxbio has secured a notable victory against Sarepta Therapeutics regarding adeno-associated virus (AAV) technology patents. The appeals court ruling in favor of Regenxbio emphasizes the intricate nature of patent law in biotechnology, where innovations often intersect with naturally occurring biological processes. This decision not only solidifies Regenxbio's intellectual property but also sets a precedent for future patent disputes within the sector.On the regulatory front, Vanda Pharmaceuticals has rebounded from previous setbacks by securing FDA approval for drugs targeting bipolar disorder and schizophrenia. This achievement marks a promising shift for Vanda, demonstrating resilience and adaptability in redirecting focus towards neuropsychiatric conditions. The approval expands therapeutic options for these complex disorders, addressing long-standing unmet needs within mental health care.Despite these advancements, some areas continue to face hurdles. Gene therapies like Casgevy and Lyfgenia for sickle cell disease have struggled to gain traction two years post-launch. These therapies promise a one-time cure by correcting genetic defects but have encountered challenges in achieving widespread adoption. The difficulties reflect broader issues in transitioning from clinical success to market viability.Moreover, workforce reductions at major companies such as Bristol-Myers Squibb and Catalent signal structural changes within the industry. These layoffs may indicate shifts in strategic focus or responses to evolving market pressures as companies strive for efficiency and innovation.Regulatory practices are also undergoing scrutiny as the FDA considers defaulting to single clinical trial requirements for drug approvals. While this move could streamline development processes, it raises concerns about maintaining rigorous safety standards—a balance that remains crucial as companies push to bring innovative treatments to market swiftly yet safely.The dynamic nature of this industry is further highlighted by Candel Therapeutics' recent $100 million royalty deal aimed at launching its prostate cancer treatment. This strategic move underscores growing interest in innovative oncology solutions thaSupport the show
Plus: European lawmakers are considering stopping a vote on a trade deal with the U.S. in light of last week's Supreme Court ruling on tariffs. And Novo Nordisk shares fell sharply after its experimental obesity drug failed to beat out Eli Lilly's Zepbound. Alex Ossola hosts. Sign up for WSJ's free What's News newsletter. An artificial-intelligence tool assisted in the making of this episode by creating summaries that were based on Wall Street Journal reporting and reviewed and adapted by an editor. Learn more about your ad choices. Visit megaphone.fm/adchoices
Entering the final trading week of February, Carl Quintanilla, Jim Cramer and David Faber explored what's at stake for the markets, especially after Friday's Supreme Court ruling that struck down many of President Trump's reciprocal tariffs — and the president responding with plans to raise global tariffs by 15%. Shares of Novo Nordisk tumbled: Trial results show its next-generation obesity treatment was less effective than the Eli Lilly drug marketed as Zepbound and Mounjaro. Also in focus: The winter storm blasting the Northeast results in more than 10,000 flight cancellations, Alphabet upgraded, software stocks downgraded, AI roundup, Netflix-Warner latest from Ted Sarandos to Susan Rice and Trump. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Markets bounced Friday, recovering to close slightly above the 20-day moving average, but the story remains internal rotation—not a clean, broad-based trend. Energy and mega-caps carried the tape into the close, while this morning the leadership is shifting again, with Healthcare acting better (Eli Lilly notably higher) and much of the rest of the market looking flat. February is doing what it often does—acting like one of the weaker seasonal months—and the S&P 500 is up only about 1.2% year-to-date. Under the surface, sector bifurcation is pronounced: Energy, Industrials, and Basic Materials have posted outsized gains, while Technology, Financials, and Healthcare have lagged. That divergence is a reminder that "index level" calm can mask very real crosscurrents in risk. Breadth is also sending a message. The equal-weighted index continues to outperform, and roughly 65% of S&P 500 constituents are outperforming the index so far this year—an extreme not seen in decades. Strong participation isn't inherently bearish, but when performance becomes that broadly stretched, the probability of mean reversion and sharp reversals tends to rise. Bottom line: respect the rotation, don't chase what's extended, and stay disciplined on risk controls. Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer --- Watch the Video version of this report on our YouTube channel: https://youtu.be/Dule_eZoSBY --- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ --- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN --- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new --- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarket #SP500 #MarketBreadth #SectorRotation #RiskManagement
Novo Nordisk Chief Scientific Officer Martin Holst Lange discusses the recent clinical trial results of the company's weight loss obesity shot CagriSema, which delivered less weight loss than Eli Lilly’s tirzepatide. Holst Lange also outlines Novo Nordisk's broader obesity treatment pipeline. He speaks with Bloomberg's Dani Burger. See omnystudio.com/listener for privacy information.
Market update for Monday February 23, 2026Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today's episode:Trump's slaps 15% tariffs after Supreme Court rulingDOJ probes Netflix, James Cameron pushes back on $72B Warner Bros. dealNovo Nordisk falls further behind Eli Lilly in the GLP-1 obesity drug race as new trial data disappointsDomino's beats on U.S. sales as value deals win over consumersGilead buys cancer biotech Arcellx for $7.8BFun Fact: Olympic gold medals only have 6g of gold
Onze analist van dienst stond al met zijn neus bij de etalage voor een paar aandeeltjes Klarna, toen deze op $30 noteerde. Als een kindje dat pruimen zag hangen, o, als appelen zo groot! Maar wat kan hij in zijn handjes wrijven, want de bodem was voor Klarna nog lang niet in zicht. Na de beursgang in september verloor de Zweedse fintech 70% van haar marktwaarde. Terecht, of is Klarna de kans van de eeuw? En Trump stort beleggers wereldwijd weer in de onzekerheid met zijn heffingenheisa. Goed nieuws voor Azië, waar de nieuwe heffingen lager uitpakken dan de vorige. In het VK zullen ze daarentegen minder staan te springen. Wat is er dit weekend nou precies gebeurd, en wat betekent dat voor jou? Ook daar is genoeg om uit te pakken. Verder in deze show: Box-3 voer voor hoofdredactie Washington Post Netflix bestuurslid moet ONMIDDELIJK ontslagen worden van Trump, terwijl ze middenin de overnamestrijd rond Warner Bros zitten McDonalds is het nieuwe goud Waarom de Zuid-Koreanen dol zijn op hefboompjes VEB wil dat de AFM onderzoek gaat doen naar handel met voorkennis in aandelen van InPost Te gast: Justin Blekemolen van online broker Lynx BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij BNR Zakendoen en de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie. Van Musk tot Microsoft en van Ahold tot ASML. Wij vertellen je wat beleggers bezighoudt, wie de markten in beweging zet en wat dat betekent voor jouw beleggingsportefeuille.See omnystudio.com/listener for privacy information.
The era of prompt-response is over; the era of AI autonomy has arrived. From the high-stakes world of personalized longevity protocols to the radical shift in how we build and own software, this episode breaks down why "systems thinking" is the only skill that matters in 2026.Join the Community
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 wide array of topics, from groundbreaking therapies and strategic corporate moves to regulatory shifts and industry trends shaping the future of healthcare.We begin with Eli Lilly, which is making significant strides with its combined Zepbound and Taltz therapy, showing promising results in the treatment of psoriasis and obesity. This combination therapy, initially successful in psoriatic arthritis, is set to transform treatment protocols by bridging gaps between psoriasis and obesity. This dual-targeting approach highlights a burgeoning trend in the industry: the use of combination therapies to enhance patient outcomes while streamlining treatment regimens. This strategy not only promises better management of interconnected conditions but also reflects a broader industry goal of maximizing therapeutic reach with existing drugs.Novartis is advancing its portfolio with the oral BTK inhibitor, Rhapsido, following a successful Phase 3 trial for a new chronic hives subtype. This development underscores Novartis's commitment to addressing niche markets and unmet medical needs, emphasizing the pharmaceutical industry's focus on expanding the utility of existing drugs. Additionally, Novartis has entered into a notable partnership with Macrocycle Biotech for cardiovascular drug development. This collaboration represents a broader trend where large pharmaceutical companies seek innovative partnerships to expand their therapeutic portfolios through cutting-edge biotech solutions.Meanwhile, Moderna's influenza vaccine submission has been accepted by the FDA after an initial rejection, illustrating a responsive regulatory environment crucial for timely access to vaccines amid potential flu outbreaks.Johnson & Johnson's $1 billion investment plan in the U.S., focusing on cell therapy, aligns with broader industry trends towards personalized medicine and advanced therapeutic approaches. This investment is part of a strategic pivot towards cell and gene therapies that promise to redefine treatment pathways for complex diseases. Similarly, Bayer's $7.25 billion settlement over Roundup litigation shows an industry keen on resolving legal challenges swiftly to refocus efforts on innovation.Regulatory reforms are also gaining attention, with proposals aimed at streamlining FDA processes to enhance drug access and reduce burdens. These reforms could significantly impact drug development timelines and market entry strategies, reflecting an ongoing discourse on balancing regulation with fostering innovation.On a global scale, Stada's €85 million investment in Saudi Arabia points to a strategic move towards enhancing supply chain resilience in the Middle East and North Africa. This aligns with industry trends focusing on regional manufacturing capabilities to ensure drug availability while reducing logistical complexities.A notable example of strategic resource allocation is Eli Lilly's $100 million upfront payment for CSL's IL-6 antibody development rights. This reflects an adaptive approach where initial clinical setbacks are seen as opportunities for new therapeutic ventures rather than dead ends.Turning our attention to Alzheimer's research, Korsana Biosciences has emerged from stealth mode with substantial funding aimed at developing an anti-amyloid antibody capable of crossing the blood-brain barrier. This effort addresses a critical need within Alzheimer's disease treatment—a field marked by intense competition and scientific challenge. Parallelly, IQVIA Biotech highlights the importance of accelerating early-stage interventions for Alzheimer's through data analytics and optimized clinical trials. Such efforts aim to expedite regulatory approvals and bring new therapies to market faster—a trend indicative of leveragSupport the show
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 series of breakthroughs and strategic maneuvers that are reshaping the landscape of this dynamic industry.Roche is making waves with its antibody Gazyva, initially recognized for cancer treatment. The company has successfully ventured into autoimmune diseases, targeting kidney conditions. Recent phase 3 trials have reinforced Gazyva's efficacy in treating immune-mediated kidney diseases, building on its prior approval for lupus nephritis. This marks a potential paradigm shift from oncology to autoimmune therapy applications, offering a promising new avenue for treating complex kidney disorders. Such advancements underscore the power of immune modulation in addressing severe health conditions.Turning to oncology, Eli Lilly is expanding the use of its cancer drug, Retevmo. Originally approved for specific lung and thyroid cancers with rare biomarkers, Lilly is now exploring its use in the adjuvant setting for non-small cell lung cancer. This effort reflects a broader trend in oncology: companies are increasingly looking to extend the application of targeted therapies beyond their initial indications. This expansion could significantly enhance treatment options and improve patient outcomes.In ophthalmology, Ocular Therapeutix is preparing for an FDA filing following positive phase 3 results for its wet age-related macular degeneration treatment. Their candidate, AXPAXLI, showed superior efficacy compared to Regeneron's Eylea in head-to-head trials. Despite investor skepticism, Ocular remains confident in its product's potential to impact retinal disease management positively. The competitive landscape in ophthalmology is fierce, and innovative treatments with substantial clinical benefits over existing therapies can redefine standards of care.Eli Lilly is also strategically stockpiling Orforglipron, its oral GLP-1 candidate, in anticipation of FDA approval for obesity treatment. This proactive measure aims to prevent supply chain issues seen during previous GLP-1 launches. It reflects an industry-wide focus on ensuring product availability at launch to meet growing market demand effectively.On the regulatory front, there are significant shifts as well. The Trump administration's renewed pilot of 340B rebates aims to optimize drug pricing frameworks. Novartis has secured a long-term supply agreement with Niowave for Actinium-225 (Ac-225), crucial for developing targeted cancer therapies. This highlights the sustained demand for radiopharmaceutical isotopes as part of precision medicine initiatives.Biopharma funding is expected to recover steadily by 2026, albeit with a cautious approach favoring de-risked assets over broader platform technologies. Venture capitalists prefer predictable returns amidst an evolving market landscape.Now, let's turn to Japan, where Innovacell is planning a $92 million IPO on the Tokyo Stock Exchange. This move signals a renewed interest in biotech within the region after a long drought in IPOs. Financial strategies like these are vital for advancing cell therapies that hold promise for treating conditions once deemed challenging.Gilead Sciences has acquired synthetic lethal therapy from Genhouse Bio through a $1.5 billion deal, further underscoring the growing interest in synthetic lethality as a novel cancer treatment approach. This strategy focuses on targeting tumors while sparing normal cells, offering more effective therapies with fewer side effects.In mental health innovations, Compass Pathways has reported positive results from its pivotal trial using psilocybin for treatment-resistant depression. The success of this phase 3 trial highlights the potential role of psychedelics in psychiatric care and could revolutionize mental health treatments by providing new options Support the show
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 series of significant events and decisions in the industry that are shaping the path forward for drug development and patient care.The U.S. Food and Drug Administration (FDA), an agency often at the center of pharmaceutical innovation and scrutiny, has recently made several noteworthy decisions. These decisions not only point to the ongoing regulatory challenges but also highlight scientific advancements within the field.One of the key updates involves the FDA's decision to reject Disc's drug bitopertin, which was intended for the treatment of erythropoietic protoporphyria, a rare blood disease. Despite receiving a national priority voucher for expedited review, the FDA ultimately concluded that the clinical data did not sufficiently support regulatory approval. This decision underscores the FDA's commitment to maintaining rigorous standards even when expedited reviews are in play, emphasizing the necessity of robust clinical evidence for approval.Adding complexity to this situation is the internal dynamics within the FDA itself. Richard Pazdur, a long-standing official at the agency, recently stepped down, revealing disagreements with Commissioner Marty Makary over reducing the number of clinical trials required for new drug applications. Pazdur's departure after an influential 26-year tenure highlights ongoing debates within regulatory bodies on how to balance innovative approval pathways with ensuring safety and efficacy data.In another notable development, Moderna faced setbacks with its mRNA-1010 flu vaccine as the FDA declined to review it. This decision leaves American consumers without access to potentially more effective mRNA-based flu vaccines—a technology embraced by other countries for influenza treatment. This situation points to possible missed opportunities in leveraging cutting-edge vaccine technologies domestically, showcasing both the promise and regulatory complexities surrounding mRNA technology.These regulatory challenges unfold amid leadership changes and strategic shifts within health agencies. For instance, Jim O'Neill's departure from his role as acting director of the Centers for Disease Control and Prevention following Susan Monarez's abrupt ouster illustrates how leadership turbulence can impact policy consistency and strategic direction, potentially affecting how new health initiatives are prioritized and implemented.Meanwhile, companies like Vertex and CRISPR Therapeutics are ambitiously advancing gene therapy solutions such as Casgevy, signaling a broader trend towards personalized medicine and advanced biotechnological approaches. These efforts promise transformative impacts on patient care and reflect an industry-wide move towards precision medicine.Eli Lilly's substantial investment in orforglipron stock ahead of its anticipated approval further indicates confidence in their product pipeline amidst growing competition from Novo Nordisk's Wegovy pill abroad. This competitive landscape highlights increasing interest and investment in innovative treatments for metabolic diseases.Overall, these developments illustrate a dynamic interplay between scientific innovation, regulatory scrutiny, and strategic corporate maneuvers that shape healthcare's future. As companies push technological boundaries, regulators face ongoing challenges in adapting frameworks that ensure patient safety while fostering innovation. The outcomes of these processes will significantly influence not only patient access to cutting-edge therapies but also set precedents for future drug development and approval pathways. As these trends unfold, stakeholders across the industry must remain agile, informed, and collaborative to navigate this evolving landscape effectively.Looking back at 2025, it was a tSupport the show
Guest Full Name: Dr. R. Stacy Lindborg, PhDGuest Title: President, Chief Executive Officer, and Board DirectorCompany: IMUNONTicker: IMNNWebsite: https://imunon.com/Guest Bio:Stacy R. Lindborg, PhD, was appointed President and Chief Executive Officer of IMUNON in May 2024. Dr. Lindborg has served on IMUNON's Board of Directors since June 2021. She has nearly 30 years of experience in the pharmaceutical and biotech industries, with a particular focus on R&D, regulatory affairs, executive management, and strategy development. She has designed, hired, and led global teams, guiding long-term visions for growth through analytics and stimulating innovative development platforms to increase productivity.Prior to joining IMUNON, Dr. Lindborg was Executive Vice President and Co-Chief Executive Officer at BrainStorm Cell Therapeutics, where she remains a member of the company's Board of Directors. At BrainStorm, she was accountable for creating and executing clinical development strategies through registration and launch and progressed its novel cell therapy for ALS through a positive Phase 3 Special Protocol Assessment (SPA) study with the U.S. Food and Drug Administration. She frequently interacted with investors and analysts, represented the company in the scientific community and with the media, and played an active role in discussions with potential business partners.Dr. Lindborg previously was Vice President and Head of Global Analytics and Data Sciences, responsible for R&D and marketed products at Biogen. She began her biopharmaceutical career at Eli Lilly and Company, where, over the course of 16 years, she assumed positions of increasing responsibility, including Head of R&D strategy.Dr. Lindborg received an MA and PhD in statistics, and a BA in psychology and math from Baylor University. She has authored more than 200 presentations and 90 manuscripts that have been published in peer-reviewed journals, including 20 first-authored. She has held numerous positions within the International Biometric Society and American Statistical Association and was elected Fellow in 2008.Company Bio:IMUNON is a clinical-stage biotechnology company focused on advancing a portfolio of innovative treatments that harness the body's natural mechanisms to generate safe, effective, and durable responses across a broad array of diseases. IMUNON is developing its non-viral DNA technology across its modalities. The first modality, TheraPlas®, is developed for the gene-based delivery of cytokines and other therapeutic proteins in the treatment of solid tumors where an immunological approach is deemed promising. The second modality, PlaCCine®, is developed for the gene delivery of viral antigens that can elicit a strong immunological response.IMUNON's lead clinical program, IMNN-001, is a DNA-based immunotherapy for the localized treatment of advanced ovarian cancer. IMNN-001 is the first therapy to achieve a clinically effective response in advanced (stage IIIC/IV) ovarian cancer including benefits in both progression-free survival (PFS) and overall survival (OS) in a first-line treatment setting when used with standard of care chemotherapy. IMUNON has completed multiple clinical trials evaluating the potential of IMNN-001, including one Phase 2 clinical trial (OVATION 2), and is currently conducting a Phase 3 clinical trial (OVATION 3). The first patient was dosed in the Phase 3 study in the third quarter of 2025. IMNN-001 works by instructing the body to produce safe and durable levels of powerful cancer-fighting molecules, such as IL-12 and interferon gamma, at the tumor site. Additionally, the Company has completed dosing in a first-in-human study of its COVID-19 booster vaccine (IMNN-101).
Karl and Erum break down how biology is transforming the production of everything from cosmetics to construction materials. They explore why the petrochemical era is giving way to biological manufacturing, examining both the spectacular failures of early biofuels and the emerging success stories of companies like K18 and Mango Materials. Karl and Erum explain the fundamentals of fermentation, precision fermentation, and cell-free manufacturing, while introducing concepts like distributed biomanufacturing and "dirty biology." Drawing on insights from previous guests including Doug Friedman, Michelle Stansfield, Veronica Breckenridge, and Phil Morle, they reveal why 95% of executives are now pursuing bio-solutions and how three converging forces—falling technology costs, rising consumer expectations, and new infrastructure—are making this the moment for biomanufacturing to finally deliver on its promise.Grow Everything brings the bioeconomy to life. Hosts Karl Schmieder and Erum Azeez Khan share stories and interview the leaders and influencers changing the world by growing everything. Biology is the oldest technology. And it can be engineered. What are we growing?Learn more at www.messaginglab.com/groweverything Chapters:(00:00:00) - Why AI might just become our CEO (plus haircuts, Pilates, and gene therapy for hearing loss)(00:02:05) - Eli Lilly's $1B gene therapy deal for hearing loss(00:05:00) - Long Now podcast recommendation and NASA astrobiologist Lynn Rothschild(00:07:00) - Discussion of Apple TV's Scion and Drops of God(00:11:00) - What is biomanufacturing and why does it matter?(00:13:00) - The history of petrochemicals as "green technology"(00:16:00) - The opportunity: removing gigatons of carbon and unlocking trillion-dollar markets(00:19:00) - Types of biomanufacturing: fermentation, precision fermentation, and continuous fermentation(00:22:00) - Cell-free manufacturing and plant cell bioreactors(00:26:00) - Growing products with mycelium and dirty biology approaches(00:29:00) - Why biomanufacturing has been hard: the valley of death(00:30:00) - The biofuels bust and lessons from 60 failed companies(00:34:00) - Infrastructure challenges and the capacity gap(00:36:00) - New solutions: performance over sustainability and the K18 example(00:40:00) - Orchestration beats invention: connecting the entire value chain(00:43:00) - Distributed biomanufacturing and making products from waste(00:48:00) - The bio-better reality: what consumers and CPG companies need(00:51:00) - Three forces converging to make biomanufacturing work now(00:53:00) - Quickfire questions: luxury vs. commodities, funding, and AI's roleLinks and Resources:Links and Resources DOCTopics Covered: biomanufacturing 101, industrial biotechnology, precision fermentation, continuous fermentation, cell-free biomanufacturing, distributed biomanufacturing, dirty biology, bio-based materials, performance vs sustainability, CPG reformulationHave a question or comment? Message us here:Text or Call (804) 505-5553Instagram / Twitter / LinkedIn / Youtube / Grow EverythingMusic by: Nihilore Production by: Amplafy Media
Silver, Gold and Crypto (oh my) Hang on – Wild ride here Superbowl, Olympics- Wait until you hear about the CAPex spending! Shakeup in Dietville 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 - Silver, Gold and Crypto (oh my) - Need a stock for CTP - Hang on - Wild ride here - Superbowl, Olympics- Wait until you hear about the CAPex spending! - Shakeup in Dietville Markets - Massive moved during the week - - Bitcoin clipped $60k before rebounding - DJIA tops 50,000 for the first time - Wait until you hear about the CAPex spending! - CAT == 1,100 points on the DJIA in 2026 Superbowl and Superbowl ads - Game review - Any ad stick out? - $10M per ad this year - Half Time with Bad Bunny? - Anthropic busting on OpenAi Last Week! - Massive moved - quick calc showed that about $1T was wiped from market caps in the sell-off, particularly in tech names. - HOWEVER - Friday alone is estimated to have added $1.5T to market cap AI Ripping Through - Plenty of names getting cooked over AI announcements - First it was the software companies - Now there are names in legal and finance that got clocked - Today - Altruist.ai can do tax planning and that hurt companies in financial space Earnings Season Update - Reporting so far: 59% of S&P 500 companies have reported Q4 2025 results. - Beat rate: 76% have topped EPS estimates (vs. 5-yr average: 78% (slightly lower) vs. 10-yr average: 76% (in line) - Magnitude of beats (aggregate): earnings are 7.6% above estimates vs. 5-yr average: 7.7% (about the same) vs. 10-yr average: 7.0% (a bit better) - Nothing great, like Goldilocks Earnings Highlights - Palantir (PLTR): Reported strong Q4 results early in the week , beating estimates with revenue ~$1.41B (vs. ~$1.33B expected) and EPS $0.25 (vs. $0.23). Guidance for 2026 was upbeat (~61% revenue growth). Shares rallied sharply initially (~7–11% post-earnings), but gave back some gains amid broader tech volatility (e.g., down ~11–22% in parts of the week from peaks). - AMD: Reported mid-week, beating EPS (~$1.53 vs. lower expectations) with solid data center growth (~39%). However, Q1 guidance disappointed relative to high expectations in the AI chip space. Shares sank dramatically — down ~15–17% the next day, with some reports noting up to 20%+ drops at points, contributing to broader chip sector pressure. - Alphabet (GOOGL/GOOG): Reported beating on revenue (~$113.8B) and EPS (~$2.82), with strong core performance. But capex guidance for 2026 ($175–$185B, roughly double prior levels) sparked AI spending worries. Shares dipped post-earnings (down ~0.5–5% initially, flat to lower the next day, with some volatility pulling it below key moving averages). - Amazon (AMZN): Reported after hours on February 5, with mixed results — EPS ~$1.95 (narrow miss vs. ~$1.97 expected), but solid overall. The big negative was a surprise $200B capex forecast for 2026 (well above expectations), tied to AI/cloud buildout. Shares plunged sharply — down ~7–10% in after-hours/extended trading, with Friday moves around -5–8% in some sessions. Recent Tech CAPEX announcements - Amazon (AMZN) — Guided to approximately $200 billion in capex for 2026 (a massive jump from ~$125–131 billion in 2025, with ~80% likely AI-related per analyst commentary). This was the largest single-company figure and a major surprise, contributing heavily to the week's "wild" reactions. - Alphabet (GOOGL/GOOG) — Guided to $175–185 billion in capex for 2026 (roughly double the $91 billion spent in 2025, far above analyst expectations of ~$115–119 billion). Emphasis was on AI compute capacity, servers, data centers, and networking to meet demand for Gemini and cloud services. - Meta Platforms (META) — Guidance from late January (but heavily discussed last week): $115–135 billion for 2026 (up significantly from ~$70–72 billion in 2025, potentially an ~87% increase). - Microsoft (MSFT) — No new full explicit 2026 guidance in early February (fiscal year runs July–June), but recent quarterly run-rate and analyst projections put it around $97–145 billion (with some sources citing ~$105 billion or higher based on Q2 spending trends and signals of continued growth from prior levels of ~$88 billion in FY2025). ------!!!!Combined 2026 capex projected at $635–665 billion (low/high ends) or up to $650–700 billion in some reports — a ~60–74% increase from their collective ~$381 billion in 2025. Market Reaction from all of this.... - Markets were a bit spooked on the Anthropic announcement earlier in the week - software sold off and set a sour mood - Microsoft dumped pretty hard as the amount of spend was higher than anticipated, especially with some slower growth in Azure. - Amazon took a beating on the increased spend they anticipate *(extra by $50B) - BUT: Friday markets rallied as there was realization that the $200B spend by Amazon would seep into the economy and fuel infrastructure spending along with chips, tech etc. Other Earnings of Interest - Reddit reported fourth-quarter earnings on Thursday in which the social media company beat on the top and bottom lines. - The company said it expects first-quarter sales to come in the range of $595 million to $605 million, which is higher than Wall Street expectations of $577 million. - Reddit also announced a $1 billion share repurchase program. - Reddit gets about $250 million a year from OpenAi and Google to have your data for training their LLMs While we are on the subject - Friday, DJIA hit 50,000 - first time ever! - Up 1,200 point of which approx 350 was from caterpillar and 280 was from Goldman Sachs Hats off to WalMart - Walmart Inc. shares pushed its market capitalization past $1 trillion on Tuesday for the first time ever| - Big transformation over the pst year - Walmart has maintained its appeal to households looking for value, its online offerings are drawing new, wealthier shoppers seeking convenience. Google Bond Offering - Issuing several tranches of bonds, denominated in Stirling - one as long as 100 years - Would you buy that? - The Google parent is set to raise $20 billion from a US dollar bond offering on Monday — more than the $15 billion initially expected — and is also pitching investors on what would be its first ever offerings in Switzerland and the UK. - The latter would include a rare sale of 100-year bonds, the first time a tech company has tried such an offering since the dotcom frenzy of the late 1990s Fat Profits in Dietville - Really interesting sequence of events happening... - Hims launches compounded pill at prices as low as $49 per month - Analysts cite questions on efficacy, legality of pill - Hims' move shifts focus from Novo's strong Wegovy pill launch - Broader obesity market whipsawed as pricing pressure rises THEN.. - Hims and Hers Health shares dive 14% after hours on Friday (Down 25% on Monday) - FDA cites concerns over quality, safety, federal law - The U.S. Food and Drug Administration said on Friday it would take action against telehealth provider Hims & Hers, for its $49 weight-loss pill, including restricting access to the drug's ingredients and referring the company to the Department of Justice for potential violations of federal law. AND.... - Eli Lilly last Wednesday posted fourth-quarter earnings and revenue and 2026 guidance that blew past estimates, as demand for its blockbuster weight loss drug Zepbound and diabetes treatment Mounjaro soars. - The pharmaceutical giant anticipates its 2026 revenue will come in between $80 billion and $83 billion. Analysts expected revenue of $77.62 billion, according to LSEG. - Meanwhile, NOVO had a really bad outlook that took the shares down 13% after the report. Japan Markets Soar - Japanese stocks jumped to a record high Monday, leading gains in the region after Prime Minister Sanae Takaichi won a landmark election victory. - The ruling Liberal Democratic Party captured a two-thirds supermajority in the 465-seat lower house, public broadcaster NHK reported. - Japan's Nikkei 225 jumped past 57,000 for the first time before paring gains to close 3.9% higher at 56,363.94, while the Topix also notched a record high, closing at 3,783.94, up 2.3%. Employment Report? - Government shutdown is forcing them to postpone again (Which is dumb) - Number due this Wednesday - Maybe because of this:U.S. employers announced 108,435 layoffs for the month, up 118% from the same period a year ago and 205% from December 2025. The total marked the highest for any January since 2009. - At the same time, companies announced just 5,306 new hires, also the lowest January since 2009, which is when Challenger, Gray & Christmas began tracking such data. - Also, job openings fell sharply in December to 6.54 million, to their lowest since September 2020. - Available jobs are down by more than 900,000 just since October. - NO! Ai and advancements in tech have noting to do with this! NO NO NO M&A - Texas Instruments Inc. has reached an agreement to buy Silicon Laboratories Inc. for about $7.5 billion, deepening its exposure to several markets for chips. - Silicon Labs investors will receive $231 in cash for each share of the company's common stock and the transaction is expected to close in the first half of 2027. - The transaction still needs to win approval by investors in Silicon Labs and shares of Silicon Labs surged by 51% to $206.48 after the announcement. Inflation - This helps - PepsiCo (PEP.O), opens new tab will cut prices on core brands such as Lay's and Doritos by up to 15% following a consumer backlash against several previous price hikes, the snacks and beverage maker said on Tuesday after it topped fourth-quarter results. Miran - Moving - Federal Reserve Governor Stephen Miran is leaving his post as chair of the Council of Economic Advisers, CNBC has confirmed. - He joined the CEA in January 2025, but had been on leave from that post since last September when he filled the unexpired term of former Fed Governor Adriana Kugler.- He reamins on Fed board No Biggie???? - There are some astonishing cased being reported of Bad AI in the operating room - JNJ's TruDi Navigation System - Since AI was added to the device, the FDA has received unconfirmed reports of at least 100 malfunctions and adverse events. - At least 10 people were injured between late 2021 and November 2025, according to the reports. Most allegedly involved errors in which the TruDi Navigation System misinformed surgeons about the location of their instruments while they were using them inside patients' heads during operations. - Cerebrospinal fluid reportedly leaked from one patient's nose. In another reported case, a surgeon mistakenly punctured the base of a patient's skull. In two other cases, patients each allegedly suffered strokes after a major artery was accidentally injured. Cuba - The main airport has putt out a bulletin that they are out of Jet Fuel - Blackouts and lack of other fuels are creating big problems - No airlines have stopped running at this point, but many will as they cannot refuel - This is a bigger problem for cargo planes (supplies) that may not be able to risk flying to Cuba as they will not be able to get out. Love the Show? Then how about a Donation? ANNOUNCING THE WINNER OF THE THE CLOSEST TO THE PIN CUP 2025 Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt! FED AND CRYPTO LIMERICKS See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter
Send a textThis week on The Weekly Dose, Dave Knapp breaks down the biggest questions shaking up the GLP-1 world. From whether patients should be stocking up on compounded injectables, to what Eli Lilly's earnings call revealed about Zepbound QuickPens, refill rules, and the long-awaited retatrutide timeline, this episode covers it all. Dave also unpacks FDA enforcement signals, the escalating tension between Big Pharma and compounders, the Hims & Hers controversy, and what recent lawsuits and Super Bowl ads tell us about where obesity treatment is headed next. Clear context, real-world implications, and what patients should be discussing with their doctors right now.Visit TRYSHED.COM to learn more today! Use CODE OTP25 to save 25%!
The most impactful development of the past week that's gained the least amount of attention has been the rollout of TrumpRx. The program launched with 43 drugs (including high-profile ones like Ozempic, Wegovy, Zepbound, and fertility treatments) from companies like Pfizer, Eli Lilly, Novo Nordisk, AstraZeneca, and others offering Americans the lowest price available on these drugs anywhere in the world.
"Big Pharma has forgotten patient care and is all about profitability. That's all they're going to worry about." If you've been hearing confusing information about "counterfeit drugs"... if you're on compounded GLP-1s, peptides, or hormones and wondering if your medications are safe... if you care about medical freedom and individualized medicine... this episode is your wake-up call. Dr. Terri sits down with her husband Dan for one of the most urgent and controversial conversations yet. From FDA Commissioner Marty Makary's statements about "counterfeit drugs" to state-level bills trying to restrict compounding, this isn't just about pharmacy regulations - it's about whether you'll keep access to individualized medicine. Dan pulls no punches: "We were good enough to pick up the slack during Covid when Big Pharma couldn't make medications. Now all of a sudden, we're somehow unsafe? We're dangerous?" WHAT YOU'LL DISCOVER: → What "counterfeit drugs" ACTUALLY means (and why legitimate pharmacies are being lumped in) → The difference between black market imports and FDA-inspected 503A compounding pharmacies → Why Big Pharma is running to state legislators to add restrictions on compounding → The first step to taking away medical freedom and individualized patient care → How compounders picked up the slack during GLP-1 shortages (and helped Big Pharma's popularity) → Who really stepped in during Covid when Big Pharma shut down (compounders saved the day) → The hypocrisy: "Good enough during the emergency, dangerous after" → Why Big Pharma forgot about patient care in pursuit of profitability → State-level bills happening RIGHT NOW in Indiana, Colorado, Mississippi, Kentucky, Georgia → How you can fight back and protect your access to compounded medications → Why individualized medicine matters (we're genetically different, not one-size-fits-all) → The truth about good compounders vs bad compounders This isn't about defending bad actors. It's about protecting legitimate, FDA-inspected pharmacies that provide individualized care when Big Pharma can't or won't. ACTION NEEDED: State bills are moving through legislatures RIGHT NOW that would restrict your access to compounded medications. Visit A4PC.org (Alliance for Pharmacy Compounding) to: - Learn about bills in your state - Oppose harmful legislation with one click - Understand what's at stake for medical freedom This is a midterm election year - know where your legislators stand on medical freedom. --- ⏱️ TIMESTAMPS: 0:00 - Intro: Why Dan might be "a little on fire today" 2:15 - The confusion about "counterfeit drugs" 4:20 - What counterfeit drugs ACTUALLY are (black market vs legitimate) 6:50 - Big Pharma lumping good pharmacies with bad actors 8:05 - The first step to taking away medical freedom 10:30 - Why one-size-fits-all medicine is ludicrous 14:45 - Compounding's role in individualized patient care 18:20 - How compounding works with FDA regulations 22:15 - Eli Lilly started as a compounding pharmacy 24:15 - It all comes down to money and politics 26:20 - Big Pharma forgot patient care for profitability 27:15 - Who picked up the slack during GLP-1 shortages? Compounders. 27:50 - The Covid story: compounders saved the day 28:10 - "Now all of a sudden we're unsafe? We're dangerous?" 29:45 - The good news: we're fighting back 30:15 - Alliance for Pharmacy Compounding (A4PC.org) 30:45 - State-level bills you need to oppose 31:00 - Your health doesn't know Democrat or Republican ---------------------------------------------------------------- The Dr. Terri Show is presented by EVEXIAS Health Solutions. For more, visit: https://www.evexias.com ---------------------------------------------------------------- Connect with Dr. Terri DeNeui, DNP:
Wegovy Pill: Who's It For?The new Wegovy pill is generating massive buzz — but is it actually better than the injection? Before you ask your doctor to switch, there are some surprising requirements that could make or break whether this option works for you.This week on Fat Science, Dr. Emily Cooper, Mark Wright, and Andrea Taylor break down the new oral semaglutide approved for obesity treatment. They explain how the Wegovy pill differs from Rybelsus, who's a good candidate to switch (and who isn't), the strict dosing protocol most people don't know about, and what's coming next in the GLP-1 pill landscape — including a less fussy competitor from Eli Lilly.Key TakeawaysThe Wegovy pill uses an upgraded "version two" formulation with enhanced absorption — it's not the same as RybelsusSemaglutide targets deep metabolic dysfunction, not just appetite — reducing inflammation, visceral fat, and cardiovascular riskThe pill must be taken first thing in the morning on an empty stomach with minimal water, then nothing else for 30 minutes — breaking this protocol negates effectivenessThe pill is slightly less effective than the highest-dose Wegovy injection, so switching isn't ideal for patients still making progress at maximum doseNovo Nordisk's cash pay program starts at $149/month for lower doses and $299/month for the highest doseEli Lilly's upcoming orforglipron pill uses small molecule technology that won't require the strict dosing ritualNotable Quote"When people say it works because it just makes you eat less, that's really missing the point of the sophistication of these meds." — Dr. Emily CooperLinks & ResourcesPodcast Home: fatsciencepodcast.comCooper Center for Metabolism: coopermetabolic.comResources from Dr. Cooper: coopermetabolic.com/resourcesJoin Our Community: patreon.com/cw/FatSciencePodcastSubmit Your Question: questions@fatsciencepodcast.com or dr.c@fatsciencepodcast.comFat Science is supported by the Diabesity Institute, a nonprofit dedicated to increasing access to effective, science-based metabolic care.Disclaimer: This podcast is for informational purposes only and is not intended as medical advice. Please consult with a qualified healthcare provider for personalized recommendations.
Another day of early software stock declines:Carl Quintanilla, Jim Cramer and David Faber broke down the biggest moves - and names Jim thinks are worth buying the dip for. Chips in focus after a wide-ranging interview with Nvidia CEO Jensen Huang on Mad Money overnight - who shot down rumors of strain in their OpenAI partnership - along with AMD earnings... Hear AMD CEO Lisa Su herself breakdown the numbers and where she sees growth ahead. Plus: the team also discussed how to trade some of the morning's biggest earnings reports - from Chipotle to Eli Lilly to Uber. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Cramer says this pharmaceutical giant is ‘so far ahead' of its peers in drug trials. This episode contains a preview of exclusive content from the members-only CNBC Investing Club morning meeting. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market's biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtake CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The US is ramping up efforts to secure its supplies of critical minerals. Vice-president JD Vance has proposed creating a new critical mineral trading bloc to loosen China's control over the sector. The approach could reshape global supply chains for materials essential to electric vehicles, semiconductors and defence systems. Ed Butler finds out more. Shares of Ozempic manufacturer, Novo Nordisk, dropped as nuch as 17% in the face of strong competition. Meanwhile its rival Eli Lilly, is forecasting strong growth. What's the outlook for weight-loss jabs? Elsewhere, the US has renewed an agreement that gives 32 African countries access to the US market. The African Growth and Opportunity Act was allowed to expire last September, after 25 years. It's now been re-authorised until the end of 2026, although Washington has warned it may reshape the deal after that.
This week on Market Mondays, we break down the Investing Fact of the Week and answer the Trading Question of the Week, tackling some of the most asked questions in the market right now. We discuss whether this is the right time to buy Oracle, if gold and silver have finished falling, and share our end-of-year price target for Palantir. We also give a clear Bitcoin outlook, analyze what's next for Eli Lilly, and explain how the new Fed Chair could impact stocks, interest rates, and the broader economy.To close the episode, we dive into one of the most important investor questions: when to take profits without sabotaging long-term wealth. Plus, we sit down with Mikey Taylor to discuss entrepreneurship, private equity, financial freedom, and the role of investing in local communities. This episode is packed with actionable insights for both long-term investors and active traders looking to stay ahead of the market.Invest Fest Tickets: investfest.com#MarketMondays #Investing #StockMarket #Trading #Bitcoin #Crypto #OracleStock #Palantir #Gold #Silver #EliLilly #FedPolicy #InterestRates #TakingProfits #FinancialFreedom #PrivateEquity #Entrepreneurship #WealthBuilding #LongTermInvesting #PassiveIncomeSupport this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
GLP-1 drugs like Ozempic and Wegovy are everywhere — but thousands of users now allege the medications caused severe, life-altering injuries including everything from stomach paralysis and colon ruptures to sudden blindness. Drugmakers deny the allegations and say the medications are safe when used as directed. USA TODAY investigative data reporter Austin Fast explains what patients are alleging in court, how widespread GLP-1 use has become and how drug companies like Novo Nordisk and Eli Lilly are responding. Let us know what you think of this episode by sending an email to podcasts@usatoday.com. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.