Podcasts about Eli Lilly

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

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.

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

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

Ein Gedankenexperiment facht die KI-Angst neu an und vernichtet einen zweistelligen Milliardenbetrag an Marktwert. Außerdem: In einer Studie hat die Novo-Nordisk- Abnehmspritze schlechter abgeschnitten als die von Eli Lilly.

D'un côté, on a un Président américain en mode volcanique qui se mouche dans les décisions de la Cour Suprême pour imposer ses tarifs douaniers, quoi qu'il en coûte. De l'autre, une psychologie de marché qui a viré à la paranoïa pure : on ne cherche plus qui va PROFITER de l'IA, on cherche qui va se faire MASSACRER par elle en deuxième vague. Au menu ce matin : Tarifs Douaniers : Trump est fou de rage, l'Europe joue la montre et la Chine provoque. C'est le néant absolu aux douanes, mais le tiroir-caisse doit se remplir. Le krach des cols blancs : Citrini Research balance une bombe sur Substack et le secteur financier part à la cave. Et si l'IA ne vous aidait pas, mais vous remplaçait tout simplement ? Skynet & COBOL : Pourquoi IBM se fait démonter par Claude (Anthropic) et pourquoi votre banquier commence à transpirer. Technique : Le S&P 500 repasse sous sa moyenne mobile à 50 jours. Le vernis craque. Pharma & Shopping : Novo Nordisk puni pour 2% de gras en trop face à Eli Lilly, pendant que Gilead sort le carnet de chèques (7,8 milliards !). On termine avec le discours sur l'état de l'Union ce soir et la « messe » NVIDIA demain. En attendant, essayez de vous passer de votre IA une journée... avant qu'elle ne commence à vous donner des ordres. Bonne écoute et soyez forts !

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.

El indicador principal alemán de confianza, el índice Ifo, se dispara a 88,6 en febrero desde los 87,6 en enero.. es el nivel más alto desde el verano pasado. Tanto la evaluación actual como las expectativas han mejorado a la par. Ante la incertidumbre comercial tras la suspensión de los aranceles firmados hasta ahora y el nuevo gravamen general de entre el 10 y el 15%, Europa ha decidido congelar el acuerdo comercial firmado con Washington en verano. El responsable de Comercio del Parlamento Europeo, Bernd Lange, va a proponer congelar el proceso de ratificación del cuerdo de la UE con EEUU hasta que hayan recibido detalles de Washington sobre la política comercial. La presidenta del BCE, Christine Lagarde, también pide claridad a EEUU para que determine con exactitud el alcance y la duración de los nuevos gravámenes anunciados por el presidente Trump. Cada vez es más evidente la distancia entre Eli Lilly y Novo Nordisk en los tratamientos para adelgazar. La danesa ha informado este lunes de que su tratamiento experimental, CagriSema, no ha logrado alcanzar el criterio principal con el que esperaba superar a su rival estadounidense. Entrevistaremos a Iván Pulido, Marketing Manager de Rodilla, y a Lucía Viñuelas, presidenta de la Fundación Margarita Salas, para que nos hablen de la inicaitiva que han llevado conjuntamente para acercar la ciencia y la educación a niños y niñas. Los temas de la actualidad, a debate en la Tertulia con José Ignacio Gutiérrez, de la Confederación de Cuadros y Profesionales, y Francisco Canós, inversor y partner en Cyber C.

Zoll-Zickzack statt Klarheit: Nach dem Urteil zu Trumps Zöllen bleibt offen, welche Abgaben gelten und wie lange. Der DAX verliert -1,1 % und schließt bei 24.992 Punkten, die 25.000 bleibt eine harte Marke. KI-Software unter Druck, auch SAP, dazu der Blick auf Nvidia und Salesforce. Bitcoin um 17:00 Uhr bei 65.540,36 USD. Novo Nordisk -16,5 %: CagriSema erreicht nach 84 Wochen 23,0 % Gewichtsabnahme, Eli Lilly kommt mit Tirzepatid auf 25,5 %. Rolls-Royce wirbt um staatliche Hilfe: neues Triebwerk für 3 Mrd. GBP, Anschub 100 bis 200 Mio. GBP. Rohstoffe: Gold 5.208,7000 USD +1,97 %, Silber 87,202 USD je Unze +3,15 %. Öl bleibt fest, 120 USD gelten wieder als möglich. Börsenweisheit zum Schluss "Im kurzfristigen Blick ist der Markt eine Abstimmungsmaschine, langfristig ist er eine Waage." Benjamin Graham.

Trump ha renovado este lunes su condena a la Corte Suprema de Estados Unidos después de su fallo en contra de los aranceles la semana pasada. El presidente promete recurrir a otras facultades y licencias arancelarias, pero sin dar detalles. Todo ello lo sigue ponderando el mercado. Los futuros de Wall Street y las acciones europeas caen, mientras que el oro sube por esa confusión sobre la política comercial de Estados Unidos. Las Bolsas también se verán sometidas esta semana a la prueba de los resultados de Nvidia, que probablemente causarán volatilidad, dado que el diseñador de chips representa casi el 8% del índice S&P 500. Eli Lilly sube mientras el fármaco contra la obesidad de Novo Nordisk obtiene peores resultados en el ensayo de Copenhague. Preguntamos por todo ello a Diego Puertas, analista de Serenity Markets. Y la estimación para la reconstrucción de Ucrania aumenta un 12% hasta 588.000 millones de dólares, según el Banco Mundial. Hablamos de ello con Oleksandr Predytkevych, fundador del Foro Económico Global Ucraniano-Español.

Zum dritten Mal zu Gast: Michael Flender, bekannt als „der Goldesel" — Vollzeit-Trader und Investor aus Frankfurt, Betreiber von goldesel.de und seit über 14 Jahren täglich an den Märkten aktiv. Zwei Jahre nach seinem letzten Besuch sprechen wir über einen Markt, der holpriger kaum sein könnte — und über die Entscheidungen, die Michael in den letzten Wochen getroffen hat.PayPal — Ende mit Schrecken: Michael erklärt, warum er nach jahrelangem Halten seine PayPal-Position mit 42% Verlust verkauft hat. Ein CEO-Wechsel, ein enttäuschender Q4-Ausblick und der brutale Vergleich mit Stripe, Mastercard und Visa. Was kann uns das über die aktuelle Marktdisziplin lehren?Novo Nordisk vs. Eli Lilly: Während Novo Nordisk mit einem schwachen Ausblick und schrumpfenden Markterwartungen kämpft, steht Eli Lilly auf Allzeithoch. Ein und dasselbe Thema — Abnehm-Medikamente — zwei komplett entgegengesetzte Geschichten. Michael erklärt, warum er bei Novo Nordisk noch Geduld hat.KI-Disruption und der Software-Sektor: ServiceNow, SAP, Microsoft, Monday — die gesamte Software-as-a-Service-Branche steht unter Druck. Michael unterscheidet zwischen Unternehmen, die als „System of Record" (Betriebssystem der Unternehmens-IT) dienen, und solchen, die echte Disruptions-Gefahr haben. Außerdem: Warum selbst Anthropic intern Salesforce nutzt — und was das über die KI-Hysterie am Markt sagt.Das Dividenden-Depot auf Allzeithoch: Allianz, Munich Re, Infineon, E.ON, Deutsche Post — während das Tech-Depot blutet, läuft Michaels Dividenden-Portfolio stark. Er zeigt seine größten Positionen und erklärt, warum er jetzt auch ETFs beimischt — darunter den VanEck Morningstar Developed Markets Dividends ETF.Die große philosophische Frage: Macht Stockpicking 2026 noch Sinn? Wenn KI-Agenten in Sekunden DCF-Analysen erstellen, SEC-Filings durchsuchen und Screener befüllen — welchen Vorteil hat dann noch der Privatinvestor? Michael gibt eine ehrliche, nachdenkliche Antwort.Netflix, Disney, Gaming — und die Frage aller Fragen: Was passiert mit Content-Plattformen, wenn KI Serien, Spiele und Filme produzieren kann? Michael über Sora/Seedance-Effekte auf Netflix, Disneys IP-Stärke und die Disruptions-Dynamik, die niemand wirklich einpreisen kann.Links & Erwähnungen:Instagram: Michael Flender → @goldesel.investingWebsite: goldesel.de — Community, Trades, Langfrist-Depot-Updates, Podcast: Goldesel-Podcast auf SpotifyDisclaimer: Die in dieser Podcast-Folge gemachten Aussagen stellen keine Anlageberatung, Anlageempfehlung oder Aufforderung zum Kauf oder Verkauf von Finanzinstrumenten dar. Alle geäußerten Meinungen sind persönliche Einschätzungen der Gesprächsteilnehmer zum Zeitpunkt der Aufnahme und können sich jederzeit ändern. Die Inhalte dienen ausschließlich allgemeinen Informations- und Unterhaltungszwecken. Eine individuelle Beratung durch einen zugelassenen Finanzberater wird ausdrücklich empfohlen. Der Handel mit Aktien, ETFs und anderen Finanzprodukten ist mit erheblichen Risiken verbunden und kann zum vollständigen Verlust des eingesetzten Kapitals führen. Historische Wertentwicklungen sind kein verlässlicher Indikator für zukünftige Ergebnisse. Sowohl René als auch Michael können zum Zeitpunkt der Aufnahme Positionen in den besprochenen Wertpapieren halten.Aktion Consorsbank*: https://www.consorsbank.de/web/Wertpapierhandel/Depotwechsel*Werbung

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

On this episode of the AJ Bell Money & Markets podcast, how financial markets reacted to speculation around the future of Keir Starmer as UK prime minister. [02:00]  Dan Coatsworth and Tom Sieber unpack the latest results from Shell, BP and Barclays. [05:05]  AI has haunted parts of the stock market once again, with financial comparison websites and insurance brokers the latest victims as investors fear major disruption to their business. [11:12]  There was some remarkable news in the pharmaceutical space as Novo Nordisk battled Him & Her's amid controversy around the launch of copycat weight-loss drugs. The pod team explore the weight loss drug space in more detail and explain why one analyst thinks Greggs is a major loser as people slim down. [15:05]  Dan talks to Trevor Polishchuk from Worldwide Healthcare about how Eli Lilly has scored the top slot in the weight-loss drug market [24:13]. Martin Gamble chats to Oliver Kenyon from RTW Investment about other names to watch in this space. [30:13]  TS: Charlene Young is on the show to explain why everyone's talking about student loans. [33:00]  DC: Finally, Danni Hewson talks to Pathos Communications about its experiences of listing on the UK stock market and the use of AI in the public relations industry. [45:32] 

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 transformative events shaping the landscape of drug development, regulatory scrutiny, and corporate strategies.At the forefront is Madrigal Pharmaceuticals' strategic acquisition of Ribo Therapeutics' preclinical siRNA programs, valued at $4.4 billion. This move aims to fortify Madrigal's liver disease drug portfolio alongside its promising candidate, resmetirom. By expanding into RNA-based therapies, Madrigal highlights an industry trend focused on gene silencing techniques to target genetic diseases more precisely.Turning to Moderna, it faces a regulatory hurdle as the FDA issued a refusal-to-file letter for its mRNA-based flu vaccine. The regulator's concerns about the trial design, specifically the use of a licensed standard-dose seasonal influenza vaccine as a control arm, emphasize the complexities of advancing mRNA technologies beyond COVID-19 applications. This situation underscores the necessity for meticulous trial designs that align with evolving regulatory standards.In cell therapy, allogeneic CAR-T treatments are gaining attention as companies strive to make these therapies more accessible by using T cells from healthy donors, rather than modifying a patient's cells. Despite technical challenges like graft-versus-host disease and immune rejection, these treatments promise streamlined manufacturing and reduced costs, marking a significant evolution from the pioneering autologous CAR-T success with Emily Whitehead in 2012. Eli Lilly's entry into CAR T-cell therapy through a $2.4 billion acquisition of Orna represents an ambitious expansion into autoimmune therapies. This strategic move exemplifies a broader trend where companies diversify portfolios to include emerging therapeutic modalities promising transformative impacts on patient care.In respiratory medicine, Upstream Bio's phase 2 trial of its TSLP receptor agonist showed encouraging results in reducing asthma exacerbations, comparable to Tezspire. However, falling short of best-case scenarios leaves room for competitors to present more compelling data. This illustrates the competitive nature of asthma treatment development and the ongoing quest for superior therapeutic options.A critical regulatory update arises from the NIH's decision to halt the Xarelto arm of a stroke prevention trial due to safety concerns. This decision highlights the indispensable role of independent monitoring committees in ensuring patient safety and meaningful clinical trial outcomes.On the corporate front, AstraZeneca has articulated an ambitious goal to achieve over 25 blockbuster drugs by 2030 as part of its strategy to reach $80 billion in revenue. This vision underscores the importance of innovation and strategic planning in sustaining growth within an increasingly competitive market.Fujifilm Biotechnologies' completion of its £400 million expansion project in the UK is another notable development, signaling robust investment in antibody production capabilities. This expansion positions Fujifilm as a key player in biopharmaceutical contract manufacturing and underscores the growing demand for flexible production technologies.The biotech sector is also witnessing significant activity with Pelage making strides in addressing hair loss through promising candidate developments. The market's enthusiasm for innovative solutions beyond traditional treatments reflects a broader demand for cutting-edge approaches to longstanding medical challenges.In obesity treatment, Novo Nordisk and Eli Lilly continue to lead with notable advancements. Novo Nordisk's recent developments with its Wegovy pill have been positively received, yet analysts question if this will suffice in maintaining their competitive edge given the dynamic nature of this therapeutic areSupport the show

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

Teva Pharmaceuticals USA, Inc. v. Eli Lilly and Company

Heute ist Mittwoch, der 11. Februar, und Peter Bloed und Sina Osterholt sprechen über das Job-Bonanza in den USA nach dem Software-Armageddon letzte Woche, erneute Bilanz-Probleme bei Gerresheimer und wir stellen Euch das neue heiße Zukunfts-Thema in der Biotech-Welt vor, auf das Pharma-Riesen wie Eli Lilly setzen. ------ Ihr habt Fragen, schreibt uns an: missionmoney@focus-money.de Alle wichtigen Links: https://wonderl.ink/@mission_money

Last Thursday, Hims & Hers launched a compounded versionof Novo's oral Wegovy, approved just before Christmas and launched in early January. Novo was, not surprisingly, none too pleased. FDA Commissioner Marty Makary denounced“illegal copycat drugs” in an X post the same day without naming Hims, which then said it would notsell the oral weight loss drug. Novo sued the consumer healthcare company for patent infringement, seeking potentially hundreds of millions in damages. Thenit emerged that FDA hit Hims with a warning letter last year about infestations of vermin at a facility it owns, including rodents, birds and insects, as well as a live spider in a production area.The timing of all the Hims drama is interesting, because BioSpace was already covering Novo, Lilly and their blockbuster GLP weight loss drugs as both companies—and others—reported 2025 fourth quarter and full year earnings. EliLilly and Novo both reported last Wednesday, and both spoke of Novo's oral Wegovy launch positively. But the calls had two very different tones, as Lilly beat Q4 2025 analyst consensus by more than a billion dollars while Novo projected sales to decline by 5% in 2026.In other recent earnings calls, AbbVie touted strong Skyriziand Rinvoq sales, and the company continues to follow Johnson & Johnson's lead into the psychedelics space. And Biogen discussed the highly anticipated readout of its tau-targetingtherapy for Alzheimer's.Finally, in gene therapy, Sarepta struggles to recover from last year's patient deaths as other DMD contenders near the market; uniQure pauses two arms of a clinical trial for Fabry disease; and Ultragenyx resubmits its in vivo gene therapy UX111 for the treatment of Sanfilippo syndrome type A.

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:

During last year's PEGS Europe, industry experts gathered on a panel to discuss the future of biologic therapeutics. The panel kicked off with a presentation on 50 years of monoclonals, from hybridomas to next-gen antibody therapeutics, followed by a conversation featuring Paul Carter, Ph.D., Genentech Fellow of Antibody Engineering, G. Jonah Rainey, Ph.D., associate vice president of Eli Lilly and Company, and Janine Schuurman, Ph.D., biotech consultant at Lust for Life Science B.V. Moderated by Daniel Chen, M.D., Ph.D., founder and CEO of Synthetic Design Lab, the discussion centered around whether half-life extended peptides will eventually replace multispecific antibodies. Links from this episode:  PEGS Europe  PEGS Synthetic Design Lab Genentech Eli Lilly and CompanyLust for Life Science B.V. 

Good morning from Pharma Daily: the podcast that brings you the most important developments in the pharmaceutical and biotech world. Today, we're diving into a range of stories that highlight the dynamic and often challenging landscape of these industries, as they navigate through scientific breakthroughs, strategic collaborations, regulatory hurdles, and market trends.Starting with corporate restructuring, Roche's Genentech has announced significant layoffs, totaling 489 positions in the previous year. This move is part of broader restructuring efforts seen across large pharmaceutical companies like Bayer and Bristol Myers Squibb. The layoffs illustrate the tightening financial and scientific constraints that are influencing pipeline decisions and capital allocation. Companies are facing increasing pressures to maintain credibility while also dealing with economic challenges that impact their strategic directions.On the regulatory front, the U.S. Department of Health and Human Services (HHS) encountered legal setbacks concerning its 340B rebate model pilot program. Following a lawsuit from the American Hospital Association, HHS withdrew notices and application approvals for this initiative. This development indicates a need for more comprehensive public feedback before any future attempts at similar programs are made, highlighting how complex regulatory landscapes can become.Turning to clinical trials, Fierce Biotech identified several significant failures in 2025, underscoring the inherent risks involved in drug development. These setbacks emphasize the importance of robust trial designs and execution strategies to mitigate risks. Meanwhile, Fresenius Kabi and Phlow Corporation have announced a strategic alliance to produce epinephrine injection API in the U.S., aiming to strengthen supply chain resilience—a crucial lesson learned from vulnerabilities exposed during the COVID-19 pandemic.Eli Lilly has made waves with its $2.4 billion acquisition of Orna Therapeutics, marking its entry into the in vivo CAR-T space. This acquisition underscores a growing interest in advanced cell therapies with transformative potential for cancer treatment. Additionally, Lilly has expanded its collaboration with Innovent Biologics through a $350 million upfront payment and milestone payments totaling $8.8 billion, focusing on oncology and immunology. This reflects a shift towards deeper integration in drug development efforts beyond traditional licensing models.Takeda Pharmaceuticals' $1.7 billion AI-driven drug discovery agreement with Iambic Therapeutics highlights the increasing adoption of artificial intelligence to accelerate drug discovery processes. AI's potential to enhance precision medicine approaches is becoming more pronounced as companies seek innovative methods to improve target identification and lead optimization.In market dynamics, Hims & Hers withdrew from launching a generic version of Novo Nordisk's weight loss pill due to regulatory pressures from the FDA. This incident underscores the complex interplay between innovation and compliance that companies must navigate when bringing new therapeutics to market. Additionally, legal actions have been initiated by Novo Nordisk against Hims & Hers over patent infringement claims related to semaglutide—a case highlighting ongoing challenges in patent protection within rapidly evolving drug compounding arenas.Eli Lilly also leveraged the global stage of the Winter Olympics for a campaign drawing parallels between scientific progress and athletic achievement. Such campaigns align with industry efforts to enhance public perception and trust amid ongoing challenges.Overall, while the pharmaceutical and biotech industries face significant challenges—from regulatory hurdles to clinical trial setbacks—there are substantial opportunities for growth driven by technological advancements and strategic collaborations. NaSupport the show

Ohne Aktien-Zugang ist's schwer? Starte jetzt bei unserem Partner Scalable Capital. Mit eigenem KI-Chatbot, der dir alle Fragen rund ums Investieren beantwortet. Alle weiteren Infos gibt's hier: scalable.capital/oaws. Nikkei steigt wegen neuer Premie. Kroger mit CEO. Kündigungen bei Kyndryl. Shortseller-Entschuldigung bei Applovin. Novo Nordisk verklagt Hims & Hers. Eli Lilly kauft Orna Therapeutics & Transocean kauft Valaris. InPost-Übernahme. STMicroelectronics mit Riesen-Auftrag. Monday.com stürzt ab. Die Frasers Group (WKN: A1J0S4) ist Großaktionär bei Hugo Boss (WKN: A1PHFF), ASOS (WKN: 91270) und boohoo (WKN: A1XFBJ). Wir schauen uns das eigene Business an. Trotz Milliarden-Abschreibungen für E-Autos investiert General Motors (WKN: A1C9CM) in eine neue Batterie-Technologie. Wir erklären was dahinter steckt. Diesen Podcast vom 10.02.2026, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

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.

The leaders of this year’s list of the most anticipated drug launches will likely come as no surprise: Fierce’s annual report on the biggest potential launches of 2026 details how the next obesity meds from Novo Nordisk and Eli Lilly are expected to rake in a respective $17.2 billion and $11.8 billion in annual sales by 2032, so long as they score their expected approvals this year. Elsewhere in the report are candidates from the likes of Gilead Sciences, Johnson & Johnson, AstraZeneca and other biopharmas big and small, spanning a range of indications from breast cancer to essential tremor. All together, predicted 2032 sales for the year’s top 10 weigh in at nearly $46 billion. In this week’s episode of “The Top Line,” Fierce’s Andrea Park and Gabrielle Masson dive into the report, mapping out how it stacks up against last year’s edition and digging into the enormous sales potential of the top two drugs on the list. To learn more about the topics in this episode: Top 10 most anticipated drug launches of 2026 Novo Nordisk stock crashes after CagriSema misses phase 3 weight-loss goal Lilly's obesity pill largely maintains weight lost on injectable GLP-1s Top 10 most anticipated drug launches of 2025 See omnystudio.com/listener for privacy information.

After Eli Lilly (LLY) posted earnings that outshined Novo Nordisk's (NVO) decelerating growth, Scott Zari feels comfortable calling Eli Lilly the dominant winner in the weight loss drug race. While he notes Novo Nordisk's pill as "important" to consumers, it's Eli Lilly's injectable he sees continuing to lead GLP-1 momentum. Tom White offers an example options trade for Eli Lilly. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Eli Lilly Chief Financial Officer Lucas Montarce says their weight loss pill is on track to launch in the US in the second quarter, pending approval by the Food and Drug Administration. Montarce says they “feel good about the progress.” He speaks to Katie Greifeld.See omnystudio.com/listener for privacy information.

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.

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.

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.

Send us a textThis week on On The Pen: The Weekly Dose, Dave breaks down one of the most consequential Eli Lilly earnings calls to date. We dive into major updates on retatrutide, new Phase 3 timelines, and why Lilly is positioning next-generation GLP-1 and GIP therapies far beyond obesity, including osteoarthritis, sleep apnea, addiction, and mental health. From manufacturing scale and Medicare access to brand-new molecules like bernipotide and amylin-based therapies, this episode explores what the future of incretin medicine could really look like for patients.Visit TRYSHED.COM to learn more today! Use CODE OTP25 to save 25%!

Novo Nordisk (NVO) is down 40% year-over-year while Eli Lilly (LLY) is up 30%. It's a shake-up in the GLP-1 trade that few expected, especially with Matt Maley pointing out that Novo Nordisk originally had the market lead. He talks about how Eli Lilly capitalized on competitor weaknesses through Zepbound and Mounjaro. One warning from Matt: "don't be afraid to buy both stocks," just do it through nibbles. He points to Eli Lilly's substantial P/E ratio and Novo Nordisk's anemic metric. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

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

Send us a textThis week on On The Pen: The Weekly Dose, we break down Pfizer's $10 billion bet on obesity medicine and whether it's shaping up to be a smart move or a costly miss. We dig into newly released Phase 2b data from Pfizer's once-monthly GLP-1 candidate (formerly Metsera's asset), what the results actually show, and how it stacks up in an increasingly crowded field that includes Novo Nordisk, Eli Lilly, and next-gen combination therapies. We also talk strategy, maintenance dosing, combination GLP-1 + amylin approaches, pricing pressures, cash-pay access, and what this all means for patients navigating a rapidly changing obesity treatment landscape. Plus, earnings week insights, where Pfizer may be headed next, and why pricing and access, not just weight-loss percentages, may end up being the real disruptors.Visit TRYSHED.COM to learn more today! Use CODE OTP25 to save 25%!

很多生技人常感嘆：為什麼我們的技術明明領先，估值卻比不上競爭對手？或者是臨床數據這麼好，為什麼股價不漲反跌？生技業界最神祕的，可能不一定是實驗室裡的獨家配方，而是辦公大樓裡分析師手中的那套財務模型和投資邏輯。我們習慣用專業技術去解讀公司前景，卻經常忽略資本市場如何將『科學可能性』轉換成『商業價值』。 本集《生技來一刻》特別邀請前 J.P. Morgan 分析師 Vincent，從宏觀的生技業界總覽出發，帶我們回溯中國大陸生技業的發展簡史，並探索台灣生技在亞洲與全球資本市場中的可以尋求的定位。與此同時我們也針對當前最火紅的 GLP-1 減重藥市場巨頭（Eli Lilly vs. Novo Nordisk）以及數位醫療商業模式（Teladoc vs. HIMS & Hers）進行了極其硬核的個案分析。這不僅是藥物研發的對抗，更是商業模式與市場滲透策略的頂尖對決。 除了扎實的產業分析，這場訪談更觸及了投資背後的靈魂——決策的藝術。Vincent 將他多年在資本市場修煉的「下注與風險控制」心法，轉化為人人都適用的思考框架。我們深入探討了波動稅務 (volatility tax)的意義和對人生決策的啟發、如何辨識 Type 1 與 Type 2 錯誤、第一印象的重要性、以及通才和專才發展的平衡，讓大家在充滿不確定性的人生賽道上，做出最有價值的選擇。   ✨ 生技來一刻感謝國科會與駐波士頓辦事處科技組贊助我們製作節目。我們也歡迎聽眾小額捐款生技來一刻，您的支持能幫助我們製作更優質的節目。 ✨ 節目連結、講者Linkedin連結請見留言處！感謝講者提供詳盡的延伸閱讀連結和文章！  

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.