Podcasts about mfn

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Best podcasts about mfn

Latest podcast episodes about mfn

Thoughts on the Market
A Turnaround in Sight for Healthcare?

Thoughts on the Market

Play Episode Listen Later Oct 28, 2025 5:36


Our U.S. Biotech and Biopharma analysts Sean Laaman and Terence Flynn discuss the latest developments that could be positioning the healthcare sector for strong outperformance.Read more insights from Morgan Stanley.----- Transcript -----Sean Laaman: Welcome to Thoughts on the Market. I'm Sean Laaman, Morgan Stanley's U.S. Small and Mid-Cap Biotech Analyst. Terence Flynn: And I'm Terence Flynn, Morgan Stanley's U.S. Biopharma Analyst. Sean Laaman: Today, we'll discuss how a rally in the healthcare sector is being driven by more favorable macro conditions. It's Tuesday, October 28th at 10am in New York. So, Terence, healthcare has lagged the broader market year-to-date, and valuations have been near historical lows. But recent weeks show strengthening performance. Policy headwinds have been front and center.What's changed in the regulatory environment and how is the biopharma sector adapting to these pricing and tariff dynamics? Terence Flynn: Sean, as you know, with many other sectors, tariffs were initially a focus earlier this year. But a number of companies in our space have subsequently announced significant U.S. manufacturing investments to reshore supply chains. And hence, the market's less focused on tariffs in our space right now. But the other policy dynamic and focus is what's called Most Favored Nation or MFN drug pricing. Now, this is where the President's been focused on aligning U.S. drug prices with those in other developed countries. And recently we've seen several companies announce agreements with the administration along these lines, which importantly has provided investors with more visibility here. And we're watching to see if additional agreements get announced. Sean Laaman: Got it. Another hurdle for Large-cap biopharma is a looming expiration of patents with [$]177 billion exposed by 2030. How is this shaping M&A trends and strategic priorities? Terence Flynn: For sure. I mean, as you know, Sean, patent expiry is our normal part of the life cycle of drug development. Every company goes through this at some point, but this does put the focus on company's internal pipelines to continue to progress while also being able to access external innovation via M&A. Recently we have started to see a pickup in deal activity, which could bode well for performance in SMID-cap biotech. Sean Laaman: At the same time, you believe relative valuations look compelling for Large-cap biopharma. Where are valuations versus where they've been historically? What's driving this and how should investors think about positioning? Terence Flynn: Absolutely. Look, on a price to earnings multiple, the sector's trading at about a 30 percent discount to the S&P 500 right now. Now that's in line with prior periods of policy uncertainty. But as policy visibility improves, we expect the focus will shift back to fundamentals. Now, positioning to me still feels light here, given some of the patent cliff dynamics we just discussed. Now, Sean, with the Fed moving toward rate cuts, how do you see this impacting your sector on the biotech side? Sean Laaman: Well, Terence, particularly in my space, which is Small- and Mid-cap biotech companies, they're typically capital consumers are not capital producers. They're particularly sensitive to the current rate environment.Therefore, they're sensitive to spending on pipeline. They're sensitive to M&A. So, as rates come down, we expect more spending on pipeline and more M&A activity, which is generally positive for the sector. Looking forward, biotech sector is generally the best performing sector on a six-to-12-month timeframe post the first rate cut. Terence Flynn: Great. You've also talked about this SMID to Big thesis on the biotech side. Can you explain what's driving that? Sean Laaman: Sure Terence. There's three pieces to the SMID to Big thematic. So, we in SMID-cap biotech, we cover 80 to 90 companies. About a third of those are newly, kind of profitable companies. Those companies are turning from being capital consumers to capital producers. We see about $15 billion of cash on balance sheets for 2025, going to north of 130 billion by 2030. That's the first piece. The second piece is due to regulatory uncertainty at the USFDA. We're seeing more attractive valuations amongst clinical stage names. That's the second piece. And third piece relates to your coverage, Terence. I refer back to that [$]177 billion of LOE. So, we expect generally that M&A activity will be quite high amongst our sector. Terence Flynn: And let's not forget about AI, which has implications across the healthcare space. How much is this changing the dynamic in biotech, Sean? Sean Laaman: It is changing, but we're really at the beginning. I think there's three things to think about. The first one is faster trial recruitment. The second one is faster regulatory submissions. And the third one, which is the most interesting, but we're really at the beginning of, is faster time to appropriately targeted molecules. Terence Flynn: Great. And maybe lastly, what are the key risks and catalysts for SMID-cap biotech in the current environment? Sean Laaman: As always, we're focused on pipeline failures in terms of risk. Secondly, in terms of risk, we're looking at regulatory risk at the FDA. And thirdly, we're looking at the rise in China biotech and the competitive dynamic there.Whether you're watching large cap biopharma, M&A moves, or the rise of cash-rich, SMID-cap biotechs, the healthcare sector setup is unlike anything we've seen in years.Terence, thanks for speaking with me. Terence Flynn: Always a pleasure to be on the show. Thanks for having me, Sean. Sean Laaman: And thanks for listening. If you enjoy Thoughts on the Market, please leave us a review wherever you listen and share the podcast with a friend or colleague today.

Vital Health Podcast
VT's Grumpies Talk MFN

Vital Health Podcast

Play Episode Listen Later Oct 24, 2025 29:32


In this episode of the Vital Health Podcast, host Duane Schulthess sits down with two Vital Transformation colleagues to explore key trends in drug pricing and macroeconomic policy: Joe Hammang: US Business Director at Vital Transformation. Harry Bowen: Consulting Economist at Vital Transformation. They unpack the Trump administration’s “Most Favored Nation” approach as applied to Medicaid, contrast it with past Medicare proposals, and discuss modeled employment, tax, and GDP impacts. The conversation explores why effects would differ by company and therapy area, the EU’s move toward streamlined compulsory licensing, the knock-on risks for premiums and investment, the fragility of the generics market, and how global competition - including China’s growing clinical footprint - could reshape innovation incentives. Key Topics: MFN Basics: What is MFN?, Medicaid focus versus Medicare, price-leveling concept. Modeled Impacts: Jobs and GDP effects, tax revenue losses, insurance premium pressure. Uneven Company Effects: Medicaid-heavy portfolios, orphan and rare disease exposure, negotiation dynamics. EU Signals: Compulsory licensing push, UK pricing realities, risks of spillover to U.S. policy. Innovation and Competition: Biologics cost structure, generic market fragility, and China’s rising clinical pipeline. Opinions expressed are those of the speakers.See omnystudio.com/listener for privacy information.

Kvalitetsaktiepodden
Avsnitt 186 – Crimpen Reloaded

Kvalitetsaktiepodden

Play Episode Listen Later Oct 22, 2025 191:58


I detta avsnitt blir det en intervju med investerarprofilen Crimpen (92:00). Innan dess lite hänt sedan senast (09:20) efter det AQ Group (52:00), G5 Entertainment (66:10) och Harvia (80:20). Nu kör vi! Kavaljer hittar ni på: www.kavaljer.seHoldings finns på: https://www.modularfinance.se/holdingsBörsdata finns på: www.Borsdata.sewww.MFN.se har stenkoll på bolagens kommunikation och viktiga datumLäs mer om Läkare utan gränsers verksamhet här: https://lakareutangranser.se/Nästa avsnitt släpps torsdagen den 20 november Hosted on Acast. See acast.com/privacy for more information.

340B Unscripted
Ep 78 | Government Shutdown, Most Favored Nations Pricing and Direct-to-Consumer Pharmacy Supply Chain Discussion

340B Unscripted

Play Episode Listen Later Oct 13, 2025 33:05


In this episode, Greg and Rob chat about what the government shutdown might mean for 340B Program oversight in the short-term. They'll also discuss a flurry of developments from manufacturers recently. Specifically, they'll highlight efforts to promote more direct-to-consumer (DTC) pathways for obtaining medications, all related to a recent Trump Administration executive order calling for “most favored nation (MFN)” pricing for drugs in the U.S. SpendMend will be at the 340B Grantee Conference in Atlanta October 20 – 22.  Stop by our booth and also catch our presentation at the “Ask the Experts – Open Forum” while you are there!

OnCall
Q3 GPO Legislative Townhall

OnCall

Play Episode Listen Later Oct 9, 2025 35:15


In this episode, Joel White, Partner and Head of Health Practice at Monument Advocacy, will discuss the Medicare physician fee schedule proposed rule and impact on practices and manufacturers, end of the year health priorities for congress, and Trump Administration goals, plans and efforts on drug pricing/MFN.If you have any other questions for our guests, or suggestions for future topics, email us at OnCall@cencora.com.Disclaimer: The OnCall podcast is for educational purposes only and not a substitute for any professional medical advice, legal advice, or clinical judgment. Views expressed are opinions only and not endorsed by Cencora or any of its affiliates. The opinions expressed are solely those of the author and may include certain marketing statements. The content of this presentation is owned or licensed by Cencora, and reproduction of the content is not permitted without Cencora's consent. Neither OnCall nor Cencora control the accuracy of any third-party information. Accessing any referenced site is subject to such site's terms of use.

Market Access Matters
Beyond the Headlines: Understanding MFN's True Impact on Market Access

Market Access Matters

Play Episode Listen Later Oct 2, 2025 19:22


In this episode, we're joined by Louisa Oliver Byrne, Senior Consultant at Access Infinity. We learn about the complexities of the Most Favored Nation (MFN) policy and its implications for pharmaceutical market access. Louisa shares insights from her recent research on MFN, exploring how direct-to-consumer pricing models might actually play out in practice, and why the policy's stated goals don't always align with likely outcomes. From "brown bagging" concerns to payer behaviour shifts, this episode unpacks what pharma companies need to know about preparing for an uncertain policy landscape through strategic scenario planning.Useful resources referenced in this episode:  You can download the article 'Market Access in the IRP Era: Scenarios to Plan for an Uncertain Future' here. Details of the CELforPharma course 'Understanding Pharma Market Access in the US' are available on the CELforPharma website here. Send us a text

World Alternative Media
TRUMP PAYS BIG PHARMA! - Pfizer's $70B Payout & Why There Won't Be Justice Anytime Soon

World Alternative Media

Play Episode Listen Later Oct 1, 2025 25:58


Get Your SUPER-SUPPLIMENTS HERE: https://vni.life/wam Use Code WAM15 & Save 15%! Life changing formulas you can't find anywhere else! DITCH YOUR DOCTOR! https://www.livelongerformula.com/wam Get a natural health practitioner and work with Christian Yordanov! Mention WAM and get a FREE masterclass! You will ALSO get a FREE metabolic function assessment! GET YOUR APRICOT SEEDS at the life-saving Richardson Nutritional Center HERE: https://rncstore.com/r?id=bg8qc1 Use code JOSH to save money! GET YOUR WAV WATCH HERE: https://buy.wavwatch.com/WAM Use Code WAM to save $100 and purchase amazing healing frequency technology! Josh Sigurdson reports on the news of Donald Trump's $70 billion deal with Pfizer as part of his MFN agenda to lower drug prices. While in theory, this causes Pfizer to lower costs, one should also remember that Pfizer is already raising costs following production by thousands of times. It's like a store offering 50% off after raising their prices 200%. It's a scam. Moreover, it encourages people to be more dependent on pharmaceutical drugs, putting more pills in the hands of Americans. Wasn't this administration all about fighting back against Big Pharma? So far, Trump still claims the mRNA covid vaccines saved millions of lives, new mRNA vaccines have been issued to children ages 6 months to 11 years old, the FDA is fast tracking Self Amplifying RNA for Bird Flu without safety tests, they're green lighting fake salmon for mass production, RFK Jr who was confirmed by a pharma funded house is pushing MMR Measles vaccines, he's also calling for all Americans to wear "wearable devices" to track their health at all times and get them more pharmaceutical pills and Trump has openly said he wants an Operation Warpspeed 2.0 as he meets with Bill Gates. Where exactly is this justice Big Pharma was supposed to face? In fact, Pfizer CEO Albert Bourla has said time and time again that he works great with RFK Jr. This $70 billion payout for Pfizer ensures that they will be immunized from tariffs and scrutiny and will force the US government into a long-term dependency on its products, essentially ensuring future first dibs on pharma mandates and simultaneously allowing Albert Bourla to evade any future indictments. So, the US taxpayers is paying murderous Big Pharma who knowingly targeted children with injections it knew would cause heart illness and cancer. 70 billion dollars. All to become a bigger monopoly and not face justice. How do we win with this? How do you win? You don't. Stay tuned for more from WAM! HELP SUPPORT US AS WE DOCUMENT HISTORY HERE: https://gogetfunding.com/help-keep-wam-alive/# GET HEIRLOOM SEEDS & NON GMO SURVIVAL FOOD HERE: https://heavensharvest.com/ USE Code WAM to save 5% plus free shipping! BUY GOLD HERE: https://firstnationalbullion.com/schedule-consult/ FIND OUR CoinTree page here: https://cointr.ee/joshsigurdson PURCHASE MERECHANDISE HERE: https://world-alternative-media.creator-spring.com/ JOIN US on SubscribeStar here: https://www.subscribestar.com/world-alternative-media For subscriber only content! Pledge here! Just a dollar a month can help us alive! https://www.patreon.com/user?u=2652072&ty=h&u=2652072 BITCOIN ADDRESS: 18d1WEnYYhBRgZVbeyLr6UfiJhrQygcgNU World Alternative Media 2025

BioSpace
M&A Picks Up, Walmsley Moves On, Pfizer's MFN Deal and Hope for Huntington's

BioSpace

Play Episode Listen Later Oct 1, 2025 22:25


Genmab closed out a busy third quarter for M&A in biopharma, picking up cancer biotech Merus for $8 billion. This deal—the year's fifth largest—came just a week after Pfizer acquired rising obesity star Metsera for $4.9 billion. Just seven days later, Metsera made the New York–based pharma look like a genius with mid-stage data for one of the deal's centerpiece therapies, MET-097i, showing 14% placebo-adjusted weight loss over 28 weeks.After months of tarrying and threats, President Donald Trump announced last week that 100% tariffs would take effect Oct. 1—with broad exceptions for companies that have taken steps to build out their domestic manufacturing footprints. One company that has answered that call—as well as a letter sent by the president to 17 of the largest pharma companies requesting action on his most-favored-nation drug pricing policy—is Pfizer. In a joint oval office announcement with Pfizer CEO Albert Bourla and HHS officials, Trump said Pfizer would offer all new medicines at MFN prices.Meanwhile, over at the FDA, CDER Director George Tidmarsh, who has flown relatively under the radar since taking the post in July, took to LinkedIn to address the subject of relying on surrogate endpoints in drug approvals. In a since deleted post, Tidmarsh called out Aurinia Pharmaceuticals' lupus drug as an “egregious” example of this phenomenon. CDER's sister agency, CBER, also made a splash last week, publishing three draft recommendations intended to accelerate the development of cell and gene therapies.Speaking of CGT, maybe the biggest clinical development news of the year emerged from this space last week when uniQure announced that its gene therapy for Huntington's disease, AMT-130, slowed disease progression by 75% after three years. With these data in hand, uniQure plans to file for FDA approval of the treatment in the first quarter of 2026. If successful, AMT-130 would be the first genetic therapy for the intractable neurodegenerative disease.Finally, biopharma's glass ceiling just got a little more tightly sealed. Emma Walmsley, the industry's first female CEO, is stepping down after nine years at GSK, handing the reins to current chief commercial officer, Luke Miels. When Walmsley officially departs on Dec. 31, she will leave Vertex CEO Reshma Kewalramani and incoming Takeda CEO Julie Kim to represent the sisterhood at the highest ranks of the biopharma industry.

Kvalitetsaktiepodden
Avsnitt 185 – Stenull bättre än ståltull?

Kvalitetsaktiepodden

Play Episode Listen Later Sep 24, 2025 196:52


I detta avsnitt blir det en intervju med Softronics VD, Mattias Flock (108:50). Innan dess lite hänt sedan senast (08:00) efter det GoFore (58:20), nykomlingen Rockwool (76:30) och Inission (94:05). Välkomna! Kavaljer hittar ni på: www.kavaljer.seHoldings finns på: https://www.modularfinance.se/holdingsBörsdata finns på: www.Borsdata.sewww.MFN.se har stenkoll på bolagens kommunikation och viktiga datumLäs mer om Läkare utan gränsers verksamhet här: https://lakareutangranser.se/Nästa avsnitt släpps torsdagen den 23 oktober. Hosted on Acast. See acast.com/privacy for more information.

Prescription for Better Access
IRA, Part D Redesign & the Future of Drug Access: A Conversation with Jon Blum, Former CMS Principal Deputy Administrator and COO

Prescription for Better Access

Play Episode Listen Later Sep 18, 2025


In this episode, former CMS official Jon Blum reflects on the evolution and impact of the IRA's drug provisions—from foundational drivers and political trade-offs to how 2026 Part D redesign and the M3P cost-smoothing program are reshaping access. We explore why M3P adoption remains limited, how CMS is monitoring plan behavior around negotiated pricing, and what shrinking standalone Part D options may mean for patients, especially in rural areas. Jon also challenges the “blame game” in Washington—emphasizing the systemic incentives behind each actor—and shares his own prescription for equitably balancing drug affordability, innovation, and policy integrity, including thoughts on MFN and future reform paths.

The AIE Podcast
The AIE Podcast #438 – Why would M’kallah do this to M’Kallah?

The AIE Podcast

Play Episode Listen Later Sep 10, 2025 45:57


On this episode of The AIE Podcast... The great migration is under way And, we have a mini raid wrap up! Congradullances to Stask! Kdf Recruits incoming And, we are catching up with ourselves All that and more coming up right now... Podcast Audio Raw Video http://youtu.be/BfHzOgkipbI Open Welcome to episode #438 of the podcast celebrating you, the Alea Iacta Est gaming community, the die has been podcast. This is Mkallah: To my left is Tetsemi: - (catch phrase here). And to my right is Mewkow: (catch phrase here). This week we are having a host show Welcome, friends! Ok, we'll be digging into what we have been up to in and out of game shortly, but first, let's cover this week's news... AIE News Community Mandatory Fun Nights Where the fun is mandatory but the attendance is not. Sunday - Destiny 2 8:30 pm Eastern Monday - GW2 9:30 pm Eastern Monday - STO 10:00 pm Eastern Tuesday - SWTOR 9:00 pm Eastern Wednesday - HFO Mythic+ Mayhem (WoW) 8:00 pm Eastern Friday - ESO 9:00 pm Eastern Saturday - LotRO 8:30 pm Eastern Saturday - FFXIV (Maps) 9:30 pm Eastern Saturday - Noob Raid (WoW) 11:00 pm Eastern Streaming and Guild Podcast News We have a ton of AIE member podcasts! Want to know where to find them? Look no further than here- New Overlords Podcast (Max and Sema) https://www.newoverlords.com Boards and Swords (Chris and Philip) https://boardsandswords.com/blog?category=Boards%20%26%20Swords Dr. Gameology ( Dr. Daniel Kaufmann ) https://drgameology.com/ STO - Fleet Action Report (Grebog and Nikodas) https://www.youtube.com/@fleetactionreport A Podcast Reborn: A FFXIV Community Podcast (Brandon aka Old Man Franks, Meagan, and Rho) - NSFL https://www.bonusroll.gg/directory/a-podcast-reborn/ WoW The great migration to the active 5 horde co-guilds is going well. Member removal of accounts that haven't logged in for a year or more also was completed and we have plenty of room for growth, so we kept the two recruiting co-guilds, Libertas and Fortuna, open for another month. The consolidation on the alliance side and culling of accounts also left us with plenty of room for growth. It feels so much better to login and see so many others in guild playing. We encourage those who haven't made the migration to please do so, and don't be shy. If you need help, officers are here for you. We get it, it can be scary to hit the /gquit, but I think you will like rejoining an active co-guild. Alliance side MFN raid team HFO is 7/8 on normal and working on the dance with Demensius. Noob Raid ran Firelands for the Timewalking quest, with thanks to Ashayo for getting a skip on the (again) bugged Lord Rhyolith. Ragnaros was troublesome but we took him down eventually, then hopped over to the new Raid, Manaforge Omega to defeat first boss, Plexis Sentinel on Normal. Kiddie Aggro has feasted upon Nexus King Saladbar and are now 7/8 Heroic in Manaforge Omega. Next stop: Dimensius. Surely our bestie Xal-Atath will reward us well for his demise this time? Raid Team Dungeoneering INC has advanced to 4/8 Heroic with successful kills of Loomithar, Soulbinder and Forgeweaver. Raid team So Let's Go Skating got 3/8 heroic last week with a sub 1% best pull on Araz, they're going back in this evening for revenge! SWTOR AIE in swtor has a new Guild Master! Corley has passed the reigns on to Stask. Show them both some love! ‘Where's the Cantina' Operations Team is hosting a 16 man run of Terror From Beyond on Monday, September 8. For fun times and a Galactic Seasons objective, check in discord for more info and to let Machete know you are interested. There are no gear requirements, but you must be 80 and subbed FFXIV New relic step is out Cosmic Exploration has been updated with a new map to visit, and new rewards to craft and gather for. Map night continues every Saturday at 9:30 pm eastern. Don't be intimidated,

The Fitness Business Podcast
Exercise as Medicine: Lisa Dougherty on Turning Gyms into Preventive Care Centers & Fighting Chronic Disease: Episode 547

The Fitness Business Podcast

Play Episode Listen Later Sep 4, 2025 30:05


What if your gym could be the first line of defense against chronic disease? In this insightful episode of the Fitness Business Podcast, host Justin 'JT' Tamsett discusses the concept of 'Exercise is Medicine' with expert Lisa Dougherty, who has 27+ years of experience in the field. They explore the significant impact of physical inactivity on global health and the economy, emphasizing the crucial role of tailored exercise in combating chronic diseases. Lisa shares her journey and the evolution of specialized fitness training for various medical conditions. They also discuss best practices for gyms and trainers, the importance of advanced education, and how gyms can build respect within the healthcare continuum. The episode finishes with details on Lisa's upcoming virtual global medical fitness conference, bringing together a wealth of knowledge and expertise for fitness professionals worldwide.  Key highlights from the episode: - A global health wake-up call: Why inactivity is projected to cost $314–$446 billion annually by 2050 and how gyms can position themselves as part of the healthcare solution. - Best practices for “exercise as medicine” programs: Education requirements, record-keeping, safety protocols, and emotional intelligence as core skills. - Business opportunities in medical fitness: How specializing in chronic condition populations can set you apart from competitors and create long-term client loyalty.   Know the SECRET codeword? Submit it here for the chance to win a $100 Amazon Gift Card!* https://www.fitnessbusinesspodcast.com/codeword    Ready for more: - Become an FBP Insider and get 7 days FREE to start! Learn more on Patreon: https://patreon.com/FitnessBusinessPodcast - Our FREE LIVE online events created specifically for fitness business owners, managers, and coaches who want to sharpen their skills and grow their business - Learn More: https://fitnessbusinesspodcast.com/onlineevents - Leave us a voicemail: https://fitnessbusinesspodcast.com/leave-us-a-voicemail/ - Leave a rating on Spotify or Apple Podcasts: https://fitnessbusinesspodcast.com/review/ Quotes: “It is crucial for fitness and allied healthcare professionals working with the aging population to have this higher level of knowledge, skill, and expertise.” - Lisa Dougherty “I started the MFN to improve the quality of life of the many millions of people with chronic disease and medical conditions.” - Lisa Dougherty “The fitness industry still targets the' nearly fit'. Which is, you know, 15% of the population, and those are the shark infested waters. And 85% of the rest of the population has obesity, diabetes, high blood pressure, cardiovascular disease, osteoporosis, cancer…it's a scroll of diseases.” - Lisa Dougherty Resources: - Become an FBP Insider on Patreon: https://patreon.com/FitnessBusinessPodcast - Fitness Business Podcast's LinkedIn Community: https://www.linkedin.com/groups/9878228/ - Mystery Shopping for Fitness Businesses: https://mysteryshoppingforfitnessbusinesses.com.au/    Our Guest: Lisa Dougherty, Medical Fitness Expert Website: https://www.MedFitFoundation.Org LinkedIn: https://www.linkedin.com/in/lisadougherty1/    Event: 2025 Virtual Global Medical Fitness Conference: https://www.fbasucceed.com/medfit Use the Code: FITBIZ to save 25% (case sensitive!)   Sponsor's Pitch: Clint Aragona Max Members AI Website: https://www.maxmembers.ai/Email:clint@maxmembers.ai LinkedIn: https://www.linkedin.com/in/clinten-aragona-470123290/ and https://www.linkedin.com/company/maxmembers   Merch Sponsor: ROGUE - https://www.roguefitness.com/ Be a Merch Sponsor - https://fitnessbusinesspodcast.com/merch/   REX Roundtables: Website: www.REXRoundtables.comEmail: Eddie@REXRoundtables.com   Free Online Live Events: https://fitnessbusinesspodcast.com/onlineevents   REX Roundtables Trusted Suppliers: 1. Reinig Insurance: Ken Insurance Guy specializes in risk management and insurance for fitness businesses https://theinsuranceguy.com/ Power Plate: Whole-body vibration for fitness and wellness - https://powerplate.com/ ROR Partners: offering data-driven marketing strategies to enhance customer relationships. https://rorpartners.com/ HR Network: All your HR needs solved at the end of the phone. https://hrnetworkinc.com/ Referrizer: Automates marketing and referrals for your business https://business.referrizer.com/   About Our Guest: Lisa Dougherty has been in the medical fitness space for over 25 years. She founded the MedFit Network in 2013, which serves as both a professional membership organization and a free online resource directory. She established the MedFit Education Foundation, a nonprofit organization, in 2017 to elevate the quality and quantity of available education for fitness and allied healthcare through educational webinars, online courses, and virtual conferences. Lisa has been recognized as a fitness leader on multiple occasions, including by Personal Fitness Professional Magazine and The Huffington Post. The White House acknowledged her as a “Champion of Change”. About Your Host: Justin "JT" Tamsett is a fitness industry veteran with over 30 years of experience who aims to reduce global healthcare costs by promoting physical activity. Through his company Active Management, he provides business coaching to fitness entrepreneurs, leads 8 REX Roundtables in the US and Australia, and has spoken at over 40 conferences across 23 countries. His ultimate goal is to create a world of opportunity for his daughter Zoe by helping more people move and stay healthy, while empowering gym owners to build successful businesses that contribute to a healthier society   Please note: We only recommend products we care about (affiliate links support our free content). Thank you for your support!

Vital Health Podcast
Kirsten Axelsen: Part D Shift, IRA Penalties, and Access Risks

Vital Health Podcast

Play Episode Listen Later Aug 27, 2025 36:59


Kirsten Axelsen is an economist specializing in Medicare reimbursement, payer negotiations, and innovative reimbursement contracts. She’s a fellow of the Aspen Institute and a visiting scholar with the American Enterprise Institute. She joins host Duane Schulthess to unpack bipartisan pressure on drug prices, the Part D redesign’s rapid shift of catastrophic costs to plans, and the resulting premium versus coverage tradeoffs and PDP exits. Axelson explains why forecasting IRA impacts is uncertain, how nine versus thirteen-year timelines tilt incentives toward biologics, and why price controls can weaken both generic entry and biosimilar uptake. The discussion explores MFN-style ideas and trade uncertainties, vertical integration around biosimilars, and practical fixes from EPIC-like timelines to building a faster, more connected U.S. clinical-trial ecosystem with better participant support. Politics & Incentives: Trump MFN attempts, bipartisan pressure on high drug prices, and insurer dynamics versus the pace of biomedical innovation. Part D Redesign: The rapid shift of catastrophic costs to plans, premium versus coverage tradeoffs, PDP exits, and access challenges in rural areas. Modeling & Consequences: Limits of CBO forecasts, uncertainty bands, design choices around price controls, and risks to post-market and follow-on research. Competition Levers: Small molecule disincentives, low biosimilar uptake on formularies, generic entry pressures under price controls, and plan behavior. Policy Paths: EPIC-style timeline fixes, negotiation mechanics, MFN and trade uncertainties, and making U.S. clinical trials faster, more connected, and participant-friendly. Recorded on July 28, 2025. Opinions expressed are those of the speakers.See omnystudio.com/listener for privacy information.

Kvalitetsaktiepodden
Avsnitt 184 – Sommaren är kort men avsnittet är långt

Kvalitetsaktiepodden

Play Episode Listen Later Aug 27, 2025 207:04


I detta avsnitt blir det en intervju med CAG Group:s VD, Åsa Landén Ericsson (137:50). Innan dess inte så lite hänt sedan senast (21:25) efter det Note (91:55), Svedbergs (103:20) och nykomlingen Relais Group (115:41). Välkomna! Kavaljer hittar ni på: www.kavaljer.seHoldings finns på: https://www.modularfinance.se/holdingsBörsdata finns på: www.Borsdata.sewww.MFN.se har stenkoll på bolagens kommunikation och viktiga datumLäs mer om Läkare utan gränsers verksamhet här: https://lakareutangranser.se/Nästa avsnitt släpps torsdagen den 25 september. Hosted on Acast. See acast.com/privacy for more information.

Pharma Intelligence Podcasts
Scrip's Five Must-Know Things - August 25, 2025

Pharma Intelligence Podcasts

Play Episode Listen Later Aug 25, 2025 16:50


Audio roundup of selected biopharma industry content from Scrip over the business week ended August 22, 2025. In this episode: Madrigal regains MASH lead with EU Rezdiffra approval; Viking's obesity data scare investors; China assets lead GLP-1 deals; CSL and others restructure; and Indegene exec on DTP and MFN policies. https://insights.citeline.com/scrip/podcasts/scrips-five-must-know-things/quick-listen-scrips-five-must-know-things-T77LV22VANAL5GNPCC2YUVLZBE/ This episode was produced with the help of AI text-to-voice and voice emulation tools. Playlist: soundcloud.com/citelinesounds/sets/scrips-five-must-know-things

X22 Report
Fifth Column, We Are Taking Back The Country From The Evil Tyrants, Fail-Safes In Place – Ep. 3714

X22 Report

Play Episode Listen Later Aug 22, 2025 83:56


Watch The X22 Report On Video No videos found (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:17532056201798502,size:[0, 0],id:"ld-9437-3289"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs");pt> Click On Picture To See Larger Picture The EU folded and they made a deal with the US. The US has the advantage now. Trump admin is putting pressure on Fed Gov Cook to resign. Trump is positioning himself to have the majority in the Fed to vote for a rate cut. The tariffs will begin paying off the debt. Trump is now dismantling the 5th column. We are in the process of taking back the country from the evil tyrants. The [DS] might try a [FF] before the midterms. If they believe they don't have a chance in winning there is a possibility of an event. Trump and the patriot's are expecting this to happen and this is why the NG is being put into place to counter the riots and other events.   Economy https://twitter.com/howardlutnick/status/1958484249406775348 This deal: Eliminates EU tariffs on all U.S. industrial goods, Creates historic access to the vast European markets for American farmers, fishermen and ranchers, Delivers $750B in European energy demand during President Trumps term And EU firms will invest an additional $600B in new investments in America The America First Trade Agenda has secured the most important trading partner creating a major win for American workers, U.S. industries, and our national security. Tariffs should be one of America's favorite words. See the full Joint Statement below (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:18510697282300316,size:[0, 0],id:"ld-8599-9832"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs");   https://twitter.com/KobeissiLetter/status/1958486074885586971   only MFN tariffs on EU aircraft/parts, generics, chemical precursors, and scarce natural resources 4. EU to eliminate tariffs on all US industrial goods and grant preferential access for US seafood/agriculture Energy & Tech Purchases: 1. EU to buy $750B in US LNG, oil, and nuclear products 2. EU to purchase at least $40B in US AI chips Investment & Cooperation: 1. EU firms to invest $600B in US strategic sectors by 2028 2. Both sides to negotiate rules of origin to ensure benefits remain bilateral 3. Exploring cooperation on steel and aluminum market protections 4. Joint commitment to tackle digital trade barriers; EU pledges not to adopt network usage fees 5. Considering measures for secure supply chains, including tariff-rate quota solutions https://twitter.com/HedgieMarkets/status/1958245475704041673   the Fed is using inflation as a gauge for rate cuts, then rate cuts are nowhere near. Core CPI inflation is back above 3.0% and PPI inflation just jumped +0.9% MoM, its biggest jump in 3+ years. That said, the last Fed meeting happened BEFORE the last jobs report. Regardless, today's Fed Minutes were a major blow to the “Fed pivot” camp. Powell appears ready to hold rates steady if he feels it is necessary. The September jobs report will decide everything. https://twitter.com/pulte/status/1958281801023033751 Hypothetically, if she were to step down (or resign) from her position, the President would nominate a replacement to fill the vacancy for the remainder of her unexpired 14-year term. That nominee would then require confirmation by the U.S. Senate before taking office, as outlined in the Federal Reserve Act. This is the standard process for filling vacancies on the seven-member Federal Reserve Board. There are currently six members on the Federal Reserve Board of Governors,

Sushant Pradhan Podcast
EP: 459 | Rabi's Showdown! Rabindra Dhant's Mindset Before & After | Coach Diwiz Strategy Revealed

Sushant Pradhan Podcast

Play Episode Listen Later Aug 14, 2025 142:59


Rabi's Showdown! Rabindra Dhant's Mindset Before & After | Coach Diwiz Strategy Revealed. Nepal's MMA pride first bantamweight champion Rabindra Dhant returns after his epic MFN fight, sharing untold stories from fight night, pre-fight mindset, training strategies, and post-fight fame. Joined by Coach Diwiz, this powerful podcast dives deep into fight analysis, mental toughness, injury concerns, ruthless 5x5 training, and what's next in their MMA journey. From surviving a dangerous choke, handling media without playing the victim, to inspiring the next generation of Nepali fighters, this conversation is raw, honest, and inspiring.Enjoy candid moments on trash talks, handling fame and media, and the powerful “It's Rabi's show” declaration. Rabindra opens up about his family life and rejecting victim mindsets, while Coach Diwiz sends a strong message to mainstream media about respecting fighters' journeys. With highlights from the MFN fight night and discussions on Nepal's unique fighting genes on the MFN fight cards, this podcast offers fans an unfiltered look at the realities of professional fighting. Perfect for fight enthusiasts and those interested in mixed martial arts, training strategies, and the mental and physical demands of competitive fighting. GET CONNECTED WITH Diwiz Piya Lama: https://www.instagram.com/diwizpiyalama/ Rabindra Dhant: Instagram: https://www.instagram.com/rabindra_dhant1/  

Pharma Intelligence Podcasts
Scrip's Five Must-Know Things - August 8, 2025

Pharma Intelligence Podcasts

Play Episode Listen Later Aug 12, 2025 14:48


Audio roundup of selected biopharma industry content from Scrip over the business week ended August 8, 2025. In this episode: Trump ups pressure on MFN pricing; Pfizer says pharma working with Trump on direct sales; Sanofi says direct sales worth considering: Aurigene Oncology CEO on biotech valuations and more; and Novartis progresses pipeline-in-a-product assets. https://insights.citeline.com/scrip/podcasts/scrips-five-must-know-things/quick-listen-scrips-five-must-know-things-RCXSH2B5EVCC3IIK35GXUSNZVA/ This episode was produced with the help of AI text-to-voice and voice emulation tools. Playlist: soundcloud.com/citelinesounds/sets/scrips-five-must-know-things

Biotech Clubhouse
Episode 150 - August 1, 2025

Biotech Clubhouse

Play Episode Listen Later Aug 11, 2025 60:39


On this week's episode, Daphne Zohar, Josh Schimmer, Brian Skorney, Paul Matteis, Sam Fazeli, Brad Loncar, and Matt Gline cover top news surrounding Trump's pricing letters to 17 major pharma companies demanding U.S. price cuts on new drugs, and the relevance to his MFN initiative. They also touch on Dr. Mehmet Oz's meetings with biotech leaders in D.C. and looming tariff risks. The group discusses Vinay Prasad's departure from CBER, opining on implications for biotech, and sharing insights from the CEO listening session with Marty Makary and George Tidmarsh. Next, they review the latest Sarepta news, including Vinay Prasad's response to the patient deaths and broader credibility themes. To close out the regulatory discussion, RFK Jr.'s proposal to overhaul the Vaccine Injury Compensation Program (VICP) is discussed. In deals and restructuring news, the co-hosts unpack the GSK-Hengrui partnership amid China outlicensing trends, BMS/Bain's new spinout company, Galapagos's restructuring plans, and AbbVie's reportedly targeting a $1B buyout of Gilgamesh. They also highlight drug launch momentum, with strong quarters from Alnylam, Argenx, and Neurocrine, challenging the “shorting the launch” thesis. The conversation shifts to data with Roche's Alzheimer's updates and expectations around Lilly's abeta prevention study, touching on implications for the anti-amyloid class and Biogen's outlook, including rising use of blood-based biomarkers and earnings commentary. They also discuss Compass's regulatory strategy for psychedelics. The episode concludes with each co-host reflecting on market sentiment and the industry's current state. *This episode aired on August 1, 2025.

The Top Line
Is Trump's MFN pricing order more bark than bite?

The Top Line

Play Episode Listen Later Aug 8, 2025 17:08


Following a barrage of letters from President Donald Trump urging 17 large pharmaceutical companies to implement Most Favored Nation drug pricing reforms in the U.S., analysts and industry watchers are questioning how far the president’s authority extends, while several drugmakers have signaled a willingness to negotiate. In this week’s episode of "The Top Line," we break down the latest Most Favored Nation pricing pressures in the U.S., how companies are responding and which facets of the proposal might fall short of Trump’s goals. Fierce Pharma’s Eric Sagonowsky and Fraiser Kansteiner discuss the current state of those reform efforts and past attempts to rein in U.S. drug costs, followed by a brief discussion on tariffs. To learn more about the topics in this episode: Pfizer CEO touts 'extremely productive' talks with Trump administration as MFN pricing, tariff threats close in White House threatens to 'deploy every tool in our arsenal' to implement most-favored-nation drug pricing All branded drugs not facing generic, biosimilar competition must abide by MFN order in 'all markets,' HHS tells pharma Trump ups the ante on pharma tariffs, saying they will reach 250% See omnystudio.com/listener for privacy information.

Economy Watch
Equities rise globally as earnings stay resilient

Economy Watch

Play Episode Listen Later Jul 17, 2025 5:11


Kia ora,Welcome to Friday's Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and this is the international edition from Interest.co.nz.And today we lead with news Canada has conceded it has lost its dairy dispute with New Zealand.But first in the US, actual initial jobless claims in the US rose sharply to 261,000 from the previous week but that was less than seasonal factors would have suggested. There are now 2,017,000 people on these benefits, +4% more than year ago levels and the most in four months.After three down months, the Philly Fed factory survey recovered in July. New order intakes rose. But also rising was the prices firms paid for their inputs and what they charged their customers. 'Safe' behind a tariff wall, these firms are showing the expected reactions, ones that will make them internationally uncompetitive.Also rising were US retail sales in June. This also came after two retreating months, and was not expected. Year on year these sales are up +3.7% of which car sales rose +5.3%. Other than vehicles, the rise was +3.3% and still quite positive. However 2.7% of that can be accounted for by CPI inflation.US factory activity and retail sales may be rising but business inventories are not. And that is a resilient sign.One sector not showing any resilience is their house-building sector. The NAHB sentiment survey shows it remains at a low ebb, down near its 2022 lows. Affordability issues remain at the heart of the sector's woes, and they are hardly likely to improve as tariff-taxes flow through.In Canada, they have quietly conceded they have lost their dairy access dispute with New Zealand and will now honour the CPTPP treaty agreements. Although the US is not party to this dispute, the MFN clauses in its USMCA Agreement probably mean wider access for others to the Canadian dairy market.Across the Pacific and continuing its yoyo pattern, Singapore's June exports jumped. In fact they rose +14.3% from May to be +13% higher than year-ago levels.In Australia, their June labour market softened. They were expecting a jobs gain of +20,000 but only got +2,000. Their jobless rate ticked up to 4.3%. As a result, financial market pricing for an RBA rate cut on August 12 have risen.And inflation expectations in Australia are staying stubbornly high - although not as high in July as they were in June. The Melbourne Institute's Survey of Consumer Inflationary and Wage Expectations came in with inflation expectations at 4.7% which was down from June's 5.0% but apart from that still its highest since mid 2023. Expected wage growth fell slightly in July and remains relatively weak.A softening labour market but very high inflation expectations (and a frothy real estate market), will all make the RBA's assessments very difficult.More globally, container freight rates fell -2.6% last week from the prior week to be -55% lower than year-ago levels. But those year-ago levels were unusually boosted by Red Sea tensions. Currently, outbound rates from China are the weak spots in this market. Bulk cargo rates rose a sharp +34% last week to be back to year-ago levels. To be fair these current overall levels are basically 'average' over the past 35 years (so in inflation-adjusted terms they are very low).The UST 10yr yield is now at 4.47%, little-changed from yesterday at this time. Wall Street is firmer today with the S&P500 up +0.6%, enough to claim a new record high. Good corporate earnings are driving the mood.The price of gold will start today at US$3,336/oz, down -US$18 from yesterday at this time.American oil prices are up +US$1 at US$67.50/bbl while the international Brent price is now just under US$69.50/bbl.The Kiwi dollar is now at 59.3 USc and down -25 bps from this time yesterday. Against the Aussie we are up +30 bps at 91.4 AUc. Against the euro we are also up +10 bps at 51.2 euro cents. That all means our TWI-5 starts today at just on 67.2, and unchanged.The bitcoin price starts today at US$119,100 and essentially unchanged from this time yesterday. Volatility over the past 24 hours has remained modest, at just on +/-1.1%.You can get more news affecting the economy in New Zealand from interest.co.nz.Kia ora. I'm David Chaston. And we will do this again on Monday.

BioCentury This Week
Ep. 309 - 3Q Markets Preview; Quantum Computing; Makary's First 100 Days

BioCentury This Week

Play Episode Listen Later Jul 14, 2025 37:17


Chinese biotech is the lone bright spot for the biopharma financial markets in 1H25, as macro concerns about the most favored nation (MFN) pricing policy and FDA weigh on the prospects for biotech elsewhere. On the latest BioCentury This Week podcast, BioCentury's analysts discuss the positives — and negatives — impacting investor sentiment headed into the second half of the year. The team also discuss where the quantum computing revolution could have its biggest impact on drug development, and review the proposals and accomplishments of FDA Commissioner Marty Makary over his first 100 days in office.View full story: https://www.biocentury.com/article/#biotech #biopharma #pharma #lifescience #financialmarkets #FDA #quantumcomputingReach us by sending a text

The AIE Podcast
The AIE Podcast #436 – Summer of Love Preview and Best Virtual Vacation Spots

The AIE Podcast

Play Episode Listen Later Jun 30, 2025 65:44


On this episode of The AIE Podcast... We have your Summer of Love schedule With D&D, and Lore, and Remembrance Day, and more Congrats to the SWTOR on a total galactic win Big Changes are coming to LOTRO And, we are chatting amongst ourselves All that and more coming up right now... Podcast Audio Raw Video http://youtu.be/sm6TJ3q-Mj4 Open Welcome to episode #436 of the podcast celebrating you, the Alea Iacta Est gaming community, the die has been podcast. This is Mewkow: To my left is Mkallah: - (Hey, folks, there are fig and goat cheese pinwheels in the guild kitchen). And to my right is Tetsemi: (catch phrase here). This week we have your Summer of Love schedule and other gaming news! Ok, we'll be chatting about what we've been up to shortly, but first, let's cover this week's news... AIE News Community Where the fun is mandatory but the attendance is not. Sunday - Destiny 2 8:30 pm Eastern Monday - GW2 9:30 pm Eastern Monday - STO 10:00 pm Eastern Tuesday - SWTOR 9:00 pm Eastern Wednesday - HFO Mythic+ Mayhem (WoW) 8:00 pm Eastern Thursday- Board Game Night (1st and 3rd Thursdays) 7:00 pm Eastern/6:00 pm Central Friday - ESO 9:00 pm Eastern Saturday - LotRO 8:30 pm Eastern Saturday - FFXIV (Maps) 9:30 pm Eastern Saturday - Noob Raid (WoW) 11:00 pm Eastern Streaming and Guild Podcast News We have a ton of AIE member podcasts! Want to know where to find them? Look no further than here- New Overlords Podcast (Max and Sema) https://www.newoverlords.com Working Class Nerds (Marcus and Nick) - NSFL https://workingclassnerdscom.wordpress.com Boards and Swords (Chris and Philip) https://boardsandswords.com/blog?category=Boards%20%26%20Swords Dr. Gameology ( Dr. Daniel Kaufmann ) https://drgameology.com/ STO - Fleet Action Report (Grebog and Nikodas) https://www.youtube.com/@fleetactionreport A Podcast Reborn: A FFXIV Community Podcast (Brandon aka Old Man Franks, Meagan, and Rho) - NSFL https://www.bonusroll.gg/directory/a-podcast-reborn/ Summer of Love July 26th - August 2nd with August 2nd being Remembrance Day So far Summer of Love will include two D&D one-shots, one hosted by Duskmire in a Star Wars setting and the other hosted by Kraemer for ESO on their MFN night. If anyone is interested in hosting a One-Shot, contact Gustytail. We'll also have Lore Night, where participants will share a story from in game lore, events or their character's backstory. In WoW, we'll have trivia night in Guild chat with pet and transmog giveaways, WoW Hide and Seek, and a Delves event. SWTOR The big news in SWTOR is that we won both our Total Galactic War last week and are using this week to pick prizes, lie on beaches with pina coladas, and not do uprisings for a bit. It was a close race on some days, but we pulled away near the end and our competition just could not catch us. Check out discord for our victory screenshot. And while you are there, feel free to click on the capybara link. It will make your day better. ESO Summer of Love we have the D&D one shot down at the docks going on on our usual MFN Friday August 1st and we will meet at Kini's main house on Saturday August 2nd for Remembrance Day in the Chapel room. FFXIV Come join us for map night at 9:30 eastern every Saturday! As long as you have completed the Heavensward main story there's stuff for you to do! You can even join us as part of the free trial, or if you're in a different FC or world! We're on Goblin in the crystal data center. STO Fleet Action Report, your weekly dive into the world of Star Trek Online! In Episode 257, join hosts Nikodas, Tabbytha, and Grebog as they plunge into the unknown—deep into Fluidic Space itself! This week, they tackle the eerie missions “Assimilation” and “Fluid Dynamics”, where the Borg and Undine collide in one of STO's most unsettling story arcs. What happens when the Borg find a way to assimilate the Undine?

Connected With Latham
Episode 99 – Drug Pricing: Takeaways from the Philadelphia Pricing and Contracting USA Conference

Connected With Latham

Play Episode Listen Later Jun 24, 2025 22:56


Current developments, such as most favored nation (MFN) pricing, grabbed much of the spotlight when key industry stakeholders met in Philadelphia for the Pricing and Contracting USA Conference. In this episode of Connected With Latham, Allan Thoen, Director & Associate General Counsel with Sandoz, joins Washington, D.C. partner Chris Schott and associate Danny Machado to discuss impressions and takeaways from the conference. And read our bi-weekly Drug Pricing Digest on the website or subscribe to receive future editions in your inbox.   This podcast is provided as a service of Latham & Watkins LLP. Listening to this podcast does not create an attorney client relationship between you and Latham & Watkins LLP, and you should not send confidential information to Latham & Watkins LLP. While we make every effort to assure that the content of this podcast is accurate, comprehensive, and current, we do not warrant or guarantee any of those things and you may not rely on this podcast as a substitute for legal research and/or consulting a qualified attorney. Listening to this podcast is not a substitute for engaging a lawyer to advise on your individual needs. Should you require legal advice on the issues covered in this podcast, please consult a qualified attorney. Under New York's Code of Professional Responsibility, portions of this communication contain attorney advertising. Prior results do not guarantee a similar outcome. Results depend upon a variety of factors unique to each representation. Please direct all inquiries regarding the conduct of Latham and Watkins attorneys under New York's Disciplinary Rules to Latham & Watkins LLP, 1271 Avenue of the Americas, New York, NY 10020, Phone: 1.212.906.1200

Kvalitetsaktiepodden
Avsnitt 183-Stort och smått

Kvalitetsaktiepodden

Play Episode Listen Later Jun 18, 2025 156:14


I detta avsnitt blir det en intervju med BTS VD, Jessica Skon (93:00). Innan dess lite hänt sedan senast (06:00) efter det New Wave (39:35), Nibe (54:00), Veteranpoolen (67:00) och Waystream (78:15). Välkomna!Kavaljer hittar ni på: www.kavaljer.seHoldings finns på: https://www.modularfinance.se/holdingsBörsdata finns på: www.Borsdata.sewww.MFN.se har stenkoll på bolagens kommunikation och viktiga datumPodden Kvalitet För Pengarna hittar ni bl a här:https://kfpinvest.com/case/hitta-kvalitetsaktier-i-fyra-steg/Läs mer om Läkare utan gränsers verksamhet här: https://lakareutangranser.se/ Hosted on Acast. See acast.com/privacy for more information.

Pharma Intelligence Podcasts
Scrip's Five Must-Know Things - 16 June 2025

Pharma Intelligence Podcasts

Play Episode Listen Later Jun 16, 2025 14:48


Audio roundup of selected biopharma industry content from Scrip over the business week ended 13 June 2025. In this episode: breaking down big pharma's executive pay; US vaccine panel upheaval; Merck's RSV approval; MFN and Japan; and the future of Pfizer and Arvinas's partnership. https://insights.citeline.com/scrip/podcasts/scrips-five-must-know-things/quick-listen-scrips-five-must-know-things-BC44NPMNMNGMXP5X4STR4ZAFU4/ This episode was produced with the help of AI text-to-voice and voice emulation tools. Playlist: soundcloud.com/citelinesounds/sets/scrips-five-must-know-things

Next in Health
Taking a closer look at the Most Favored Nation Pricing Executive Order

Next in Health

Play Episode Listen Later Jun 3, 2025 16:47


Tune in as Glenn Hunzinger, PwC's Health Industries Leader, and Phil Scalfani, PwC's Pharmaceutical and Life Sciences Consulting Leader, discuss the Trump administration's executive order on Most Favored Nation (MFN) drug pricing and its far-reaching implications across the healthcare ecosystem. They break down what MFN pricing could mean for pharmaceutical companies, payers, PBMs, and the broader drug supply chain, and share perspectives on how organizations can navigate the uncertainty ahead.  Discussion Highlights: The MFN executive order is a bold attempt to lower U.S. drug prices by benchmarking them against the lowest prices paid in other high-income countriesPharma companies may be forced to rethink global pricing strategies, balancing U.S. price cuts with potential increases or market exits abroadA proposed shift to direct-to-consumer drug access could disrupt traditional roles for pharmacies, distributors, and pharmacy benefit managers (PBMs)Companies are preparing for significant uncertainty by reassessing deals, modeling financial impacts, and closely monitoring upcoming rulemaking and potential legal developmentsSpeakers:Glenn Hunzinger, Health Industries Leader, PwCPhilip Sclafani, Partner, Pharma & Life Sciences, PwCLinked materials:Most Favored Nation prescription drug pricing Executive OrderFor more information, please visit us at: https://www.pwc.com/us/en/industries/health-industries/health-research-institute/next-in-health-podcast.html.

Sushant Pradhan Podcast
EP:427| From Bajhang to Global MMA: Rabindra Dhant's Rise, Battles & Daily Routine | Sushant Pradhan

Sushant Pradhan Podcast

Play Episode Listen Later Jun 1, 2025 95:03


Join MMA fighter Rabindra Dhant as he takes you through his incredible MMA journey, sharing insights about life inside and outside the cage. In this exclusive podcast, Rabindra opens up about his passion for MMA, intense training sessions at Soma Fight Club, and the mental battles he faces while preparing for fights. From overcoming losses (“Taking L's”) to handling pressure and expectations, Rabindra reveals the mindset that fuels his rise in the MMA world. Discover Rabindra's experience in high-stakes fights like his recent Brave fight and upcoming MFN title bout, along with his unique prefight rituals and strategies for weight cutting. He also talks about sponsorships, social media restrictions, and the overwhelming support from the Nepali crowd at One Championship. Beyond fighting, get a glimpse into Rabindra's life in Bali, his home routine, and his love for traveling. This podcast is packed with valuable lessons on humility, mental strength, and career planning during an MMA fighter's prime years. Whether you're an aspiring fighter or an MMA fan, Rabindra Dhant's story is a powerful inspiration. Don't miss this deep dive into the life of one of Nepal's top MMA athletes! GET CONNECTED WITH Rabindra Dhant: Instagram: https://www.instagram.com/rabindra_dhant1/  

Pharma and BioTech Daily
Pharma and Biotech Daily: Navigating Turbulent Times in the Biopharma Industry

Pharma and BioTech Daily

Play Episode Listen Later May 27, 2025 0:50


Good morning from Pharma and Biotech daily: the podcast that gives you only what's important to hear in Pharma and Biotech world. The biopharma industry is currently facing challenges such as tariff threats and regulatory upheaval. The market has been described as 'moribund' with the need for companies to survive in these tough times. Recent top stories include biotech's struggle with investor pullback due to new tariffs, HHS vaccine requirements sparking controversy, and layoffs in major biopharma companies. AGC Biologics will be at Bio International to showcase their global capabilities in drug production. FDA and NIH are shifting away from animal research, China remains a key source for new drugs despite tariffs, and the top highest-paid pharma CEOs are highlighted. The importance of understanding Trump's MFN executive order and the most active corporate VCs in pharma are also discussed.

Kvalitetsaktiepodden
Avsnitt 182 – Guldläge

Kvalitetsaktiepodden

Play Episode Listen Later May 21, 2025 189:03


I detta avsnitt blir det en intervju med Betssons VD, Pontus Lindwall (118:50). Innan dess en del guldsnack följt av lite hänt sedan senast (12:38) efter det Björn Borg (71:40), RVRC (85:12) och Tokmanni (98:53). Välkomna! Kavaljer hittar ni på: www.kavaljer.seHoldings finns på: https://www.modularfinance.se/holdingsBörsdata finns på: www.Borsdata.sewww.MFN.se har stenkoll på bolagens kommunikation och viktiga datumErbjudandet från Affärsvärlden hittar ni här:https://prenumerera.affarsvarlden.se/prenumerera/kvalitetsaktiepodden?source=podcast&ref=kvalitetsaktiepoddenLäs mer om Läkare utan gränsers verksamhet här: https://lakareutangranser.se/ Hosted on Acast. See acast.com/privacy for more information.

The Top Line
A Fierce breakdown of the 'most favored nation' executive order

The Top Line

Play Episode Listen Later May 16, 2025 15:20


President Donald Trump put the pharmaceutical industry on notice early Monday with the signing of his "most favored nation" (MFN) executive order on drug prices. The order seeks to tie U.S. prices to significantly lower costs overseas. Many questions remain about how the measure will be implemented, and legal challenges are almost certain. To assess the seriousness of the threat, Fierce Pharma assembled a team of reporters and editors to break down the executive order and the industry’s response. After examining the MFN executive order, the group dives into other recent policy developments in Washington, D.C., and beyond, including tariffs, Medicare drug price negotiations and more. To learn more about the topics in this episode: Trump signs sweeping executive order to cut US drug prices by 'up to 90%' Sanofi, Novartis CEOs lambast EU price control as Trump reportedly weighs drug cost parity with other nations As Trump threatens tariffs on drugs, industry warns EU of $100B-plus pharma exodus to US US net drug spending surged 11.4% last year, boosted by obesity and oncology meds: IQVIA This episode is sponsored by Cencora. See omnystudio.com/listener for privacy information.

The Dividend Cafe
Wednesday - May 14, 2025

The Dividend Cafe

Play Episode Listen Later May 14, 2025 10:12


Market Update: Resurgent AI, Market Movements, and Crypto Insights In this episode of Dividend Cafe, Brian Szytel from West Palm Beach discusses recent market trends on a quiet trading day. The S&P 500 saw modest gains, while the Dow was down slightly. Key points include an uptick in AI sector activity driven by policy shifts and supply chain dynamics, significant M&A activity in the utility sector, and a cautious perspective on pharmaceutical pricing changes due to the MFN executive order. Brian also addresses an audience question about cryptocurrency investments, advising on its volatility and practicality in portfolios. Looking ahead, he previews an action-packed economic calendar for the following day. 00:00 Introduction and Market Overview 01:06 AI Sector Resurgence and Policy Shifts 02:10 Utility Sector and Power Generation 02:58 Trade Policies and Sector Impacts 03:29 Pharmaceutical Industry Disruptions 05:27 Upcoming Economic Data and Events 06:02 Cryptocurrency Investment Considerations 08:15 Conclusion and Sign Off Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Stinchfield with Grant Stinchfield
Big Pharma Finds Loopholes in Trumps Executive Order Less than 24 Hours after Being Signed

Stinchfield with Grant Stinchfield

Play Episode Listen Later May 13, 2025 33:59


President Trump's executive order signed on May 12, 2025, aims to reduce U.S. prescription drug prices by aligning them with the lowest prices paid internationally through a "most favored nation" (MFN) policy. However, several aspects of the order may allow pharmaceutical companies to circumvent its intended effects. It is the best attempt yet by any sitting President to reign in Big Pharma. The order is intended to force Big Pharma to charge Americans the same price they charge in nations where it is the least expensive. The problem is there are some "loopholes" and ambiguity in the order. I believe those loopholes are there to give the Administration the best chance at surviving a court challenge in some radical court, Judge shopped by the left. In this Episode of "Stinchfield" we go through the exact portions of the Executive Order Big Pharma is looking to exploit 24 hours after President Trump signed it. The Wellness Company prides itself on pushing back against censorship and tyranny. It's why it has developed a series of prescription drug medical emergency kits including a parasite cleanse that prescribed directly to you and delivered to your door to use incase of an emergency. BACK IN STOCK after 3x Sell-Outs! The Gold Standard in quality: the only product of its kind compounded by a 50-state licensed US pharmacy. Use promo code: GRANT to save 10% at: (Click Link Below) https://www.twc.health/products/ivermectin-mebendazole?ref=GRANT Also the prescription medical kits will allow you will have on hand m See omnystudio.com/listener for privacy information.

Best of Nerds for Yang
The Jet, The Deal, and the Delusion: What the Trump-Qatar Saga Reveals About America's Political Decay

Best of Nerds for Yang

Play Episode Listen Later May 13, 2025 47:11


Hello nerds,After a steady stream of YouTube shorts and weekend content, I finally hopped back on the Nerds for Humanity livestream, and what a storm of absurdity we had to break down. If you're a center-left policy wonk, what follows may not make you feel better about the future of this country, but it'll make you feel like you're not going crazy for being outraged.We covered three stories. Each was a peek through the cracked window of American democracy, filtered through the bizarre prism of the Trumpist revival. From the Qatari jet that smells like a bribe, to a trade "deal" that undoes Trump's own blunder, to a shockingly good policy idea on pharma that no one—including the New York Times—bothered to cover. Let me walk you through each.Story 1: The $400 Million Jet From QatarImagine the headlines if President Biden accepted a half-billion-dollar luxury jet from the Saudi royal family to use as Air Force One. Now imagine if that jet was offered as a "gift" from a foreign government with ties to Hamas, with the only assurance being that it would later be displayed at the Trump Presidential Library. Sound plausible? That's what's on offer from Qatar to Donald Trump."You're going to disobey the order of the Supreme Court, deport people without due process, and accept a $400 million plane from a foreign government? That hurts your brain." — Me, in stunned disbeliefTrump defenders say it's a harmless donation. But even MAGA forums seemed uneasy. Fox News barely covered the story, and when they did, they quickly buried it. The idea that the future Air Force One—a flying command center during national crises—could be a foreign-made gift? That's not just sus. It's a Trojan Horse with wings."Didn't the Trojans give a gift, too?" — My live commentaryThe irony? This is the same base that cries foul about Hunter Biden's art sales and corruption. Yet when Trump auctions face-time dinners via a crypto coin and deregulates crypto enforcement, it's apparently savvy business. When he accepts a potentially compromised aircraft from a regime that also hosts Taliban leaders, it's not treason—it's branding.Story 2: The Uncelebrated Win on Drug PricingCredit where it's due. In a rare moment of policy lucidity, Trump proposed a Most Favored Nation (MFN) pricing strategy for pharmaceuticals. The idea? The U.S. shouldn't pay more than other countries for the same drug. If this actually gets done—really done, not just tweeted and forgotten—it would be a substantive victory for Americans crushed by high drug costs."Obama talked about it, Biden tried Medicare negotiation, but Trump just said: screw it, we're not paying more than Canada or the U.K."Surprisingly, no one wanted to talk about it. Not Fox. Not the New York Times. The former, presumably because Trump's win wasn't culture war red meat. The latter? Maybe it doesn't fit the preferred narrative."Poopy stinky. Freaking New York Times had Belichick's girlfriend on the homepage before the pharma deal."When both major media outlets fail to cover a story that affects the lives of tens of millions of Americans, it's not just media bias—it's systemic rot. We'd rather scream about TikTok bans and border clashes than do the hard work of evaluating policy.Story 3: The China Deal That Wasn'tTrump declared a "historic trade win" with China. The truth? He rolled back tariffs he imposed just a month prior. The markets cheered, but not because of a deal—because Trump stopped hurting them. There was no grand negotiation, no concession from China, just a chaotic game of poker where Trump folded and called it a win."This is your guy? The art of the deal? It's like he declared mango Gatorade the best flavor and MAGA was like ‘Oh yeah I've always loved mango.'"What's worse is the White House crowed about this as if it were the new Marshall Plan. It wasn't. It was a Ctrl-Z of his own failed policy."The only people who thought this was a win were Trump and the Fox chyron writers."The Real TakeawayLet me be painfully honest: we're living in an era of selective outrage and performative governance. One side celebrates crimes if it's their guy. The other side buries policy wins if it contradicts their narrative. Both parties play to their base, and media outlets amplify the rage bait because nuance doesn't generate clicks."Flooding the zone isn't just a Bannon tactic. It's a way to make Americans so overwhelmed they stop caring."We should care. Because accepting a luxury plane from a foreign adversary is not normal. Because a policy that could reduce your grandma's insulin cost should be front-page news. And because calling a self-inflicted trade mess a triumph is gaslighting the electorate.Final ThoughtsThree takeaways, nerds:* Yes to the Pharma Deal. If Trump can actually execute on MFN pricing and codify it into law, that would help millions. I'll cheer it. Just don't let it be another Trumpcare or wall that never gets built.* Hell no to the Qatar Jet. That's not a donation. It's a golden leash from a foreign monarchy with interests diametrically opposed to ours. The idea that it could be used as Air Force One is reckless.* Wake up to the media failures. When both Fox and the Times fail in opposite ways, we lose. We have to stop outsourcing our discernment to headline editors.If you got this far, thank you. If you want to support the channel and help offset the cost of livestream software, thumbnail generators, and custom music, consider becoming a YouTube channel member. You'll get a shout-out on every stream and help keep the nerd train rolling.Bye nerds. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit nerdsforhumanity.substack.com

Maximize Your Medicare Podcast
ChatGPT & Jae Explain: POTUS Rx Fix

Maximize Your Medicare Podcast

Play Episode Listen Later May 13, 2025 20:24


ChatGPT & Jae Explain: POTUS Rx FixBrief DescriptionJae and Cass break down the explosive Most Favored Nation (MFN) executive order and its seismic threat to Big Pharma, PBMs, and the insurance industry. Learn why this isn't just price reform—it's a full-blown system shock, and why Jae saw it coming before the ink was dry.In This Video00:00:00 Cold Open – MFN Drops Like a Bomb00:00:35 Jae Predicted It – MFN Was Always the Domino00:02:15 What Most Favored Nation Pricing Actually Means00:04:00 Why the Benchmark Matters – Leveling the Global Field00:05:30 Graceful Exemption – Carveouts for the Poorest Nations00:07:00 Transfer Pricing – Cracking the Code of U.S. Drug Opacity00:09:00 MFN's Domino Effect on Employer Plans & Medicare Advantage00:11:00 PBMs in the Crosshairs – Toll Takers Face Transparency00:13:00 Insurers' Identity Crisis in a Post-MFN World00:16:00 Wall Street Panic & the Coming Industry Shakeout

Two Minutes in Trade
Two Minutes in Trade - The Nairobi Protocol Exclusion

Two Minutes in Trade

Play Episode Listen Later May 8, 2025 3:18


Goods qualifying under the Nairobi Protocol (subheadings 9817.00.92-96) are exempt from MFN duties, but also from Section 301 and IEEPA duties.  Here, we provide a high-level review of the qualification requirements.

Tacos and Tech Podcast
Techstars San Diego Powered by San Diego State Year 3 with Misti Cain

Tacos and Tech Podcast

Play Episode Listen Later May 5, 2025 34:54


Applications are open for the next accelerator program! In this episode, Neal Bloom chats with Misti Cain, the new Managing Director of Techstars San Diego powered by SDSU. They discuss the upcoming Year 3 of the program, the application process, and what makes an ideal founder and company for the accelerator. Misty shares insights into the benefits of the SDSU partnership, the updated investment terms, and the importance of community and mentorship in the Techstars ecosystem. Key Topics: - Introduction of Misty Cain as the new Managing Director - Overview of Techstars San Diego powered by SDSU Year 3 - Application details: Open from April 8 to June 11, 2024 - Ideal founder and company profile - Benefits of the SDSU partnership - Updated investment terms: $220,000 total with $200,000 uncapped MFN safe - Importance of community and mentorship - Shoutout to Ryan Kuder for his contributions to Techstars in San Diego - Misty's favorite taco spot: Puesto in Del Mar   Links and Resources: - Techstars San Diego powered by SDSU Information - Refer Founders   Connect with Misty Cain: - LinkedIn: Misti Cain https://www.linkedin.com/in/misticain/ Connect with Neal Bloom: - LinkedIn: Neal Bloom https://www.linkedin.com/in/nealbbloom - Twitter: @NealBloom https://twitter.com/NealBloom

Let Me Book the Territory
Rip em Baby, Rip em

Let Me Book the Territory

Play Episode Listen Later May 2, 2025 120:03


Now everybody booking the territory put you MFn hands up and follow and me!!!! That's right Dub Rabbit. Papa E-Ray and Cheddar BA do their best rendition of the classic 8 Mile battle scene this week.... No, I'm kidding, we're talking instant classic tag matches, Pat Macafee promos and the 7 wrestler theory.... What is the 7 wrestler theory??? Tune in and find out... and oh Yea, Rip em!!

Storied: San Francisco
Josiah Luis Alderete/Medicine for Nightmares Bookstore, Part 2 (S7E10)

Storied: San Francisco

Play Episode Listen Later Mar 25, 2025 24:59


In Part 2, we start off talking about the significance of opening a Latinx-owned bookstore in the heart of the Mission, on 24th Street.   The folks who run Medicine for Nightmares call the entire space at 3036 24th Street—the bookstore in front and gallery in back—"The Portal." Josiah talks about the intention to utilize that gallery space to highlight art and artists in the Mission. The gallery is also often home to community group meetings, further solidifying its importance. That's my kind of mixed-use. In the three years that MfN has been open, they've hosted more than 800 events in the gallery.   To couch our discussion of how they choose which books to sell at Medicine for Nightmares, Josiah points out that the last time he checked, something like 75 or 80 percent of bookstores in the US are white-owned. He shares stories of sneaking out of his home in Marin when he was a teenager, driving to The City, and going to City Lights, which was open until midnight in those days. It was there, though, that Josiah discovered Latinx poets, writers who spoke his language, literally.   For him and his business partner, Tân Khánh Cao, it was always about wanting to see themselves reflected on the shelves. Josiah mentions a long-held, racist belief by publishers that Black and brown folks don't read. That, of course, is nonsense, and the bookstore stands with others in direct defiance and opposition to that mindset.   On their first day of business, Josiah says that a young mom came in with her kid and went to the children's books section of the store. He and Tân noticed that she was crying, so they went over to see if everything was OK. "I've never been in a bookstore before and seen a kids' book that looks like my kid," she told them. That was the first day.   We then turn to the story of how they came up with the name of the store. Joshia and Tân were throwing out potential names to each other out front on the sidewalk one day before they opened. "Each one of us was coming up with a worse name than the other," he says, half-jokingly. One of them suggested looking at titles from Sun-Ra, a musician they both like. One of his songs is called "Medicine for a Nightmare." It clicked for them instantly.   Then we talk about the growing call to ban books in the US. In my opinion, simply opening for business and turning the lights on is an act of defiance for Josiah and Tân. He goes on to state that they're well aware that they could be shut down and/or arrested every day. He says they get harassing phone calls from time to time, in fact.   We end the episode with Josiah's thoughts about our theme on Storied: San Francisco this season—Keep It Local.   Medicine for Nightmares 3036 24th Street Sunday 12-9pm / Monday 12:30-9 pm Tuesday–Thursday 12:30-10pm Friday 12:30-11pm Saturday 12-11pm @medicinefornightmares (415) 824-1761   Photography by Mason J.

Commercial Real Estate Investing From A-Z
How to Negotiate Loans & Manage Lender Relationships + Market Updates + Lessons Learned

Commercial Real Estate Investing From A-Z

Play Episode Listen Later Feb 13, 2025 17:08


How to negotiate better loan terms and manage lender relationships? We will also cover top lessons learned at the latest conference and evens, and what is the current state of the market?Read this interview here: https://tinyurl.com/yf53zdpuLessons LearnedSome of the Dollar Stores that closed are now selling in bankruptcy for a huge discount.There are so many ways you can partner up with people, you can do a JV (joint venture) with owners who have a lot of dark real estate (such as Dollar stores that are closing). Dark retail is a retail store that still has a lease but they have decided to close doors, they are still responsible for rent, but having a dark retail in your center isn't good for your other tenants, so you would want to have that property filled again. What can you convert that to?You can partner up with cities, ask the city what do they need, offer to buy the land at $1/sf, offer to pay starting on year 3-10 when the property is ready or fully stabilized, get funds from them or breaks in fees.If you need a capital partner, there are capital market intermediaries that can help you find family offices or a construction loan, I spoke with a couple of people that did that a while ago and as far as I recall, their fees are around 2-2.5%.When you raise a fund, the real estate fund management fee is 1.5-2% of the committed capital.Don't give special terms such as MFN unless an investor is committing a minimum of 25% of the deal. A “Most Favored Nation” clause gives a party the legal right to terms and benefits under the contract that are as good as or more favorable than the terms and benefits received by anyone else who enters into a similar contract with the other party.After webinar let them know you have the next week open for any questions they may have, this builds trust and helps them move forward.Loans and Lenders:You must pick up 5-6 new lenders a year.Meet all of your lenders yearly, give them a report with your PFS (personal financial statement), show all property owned, how they have performed, share your mistakes and lessons learned, share the vision for the company, be proactive, present the business plan, how have you operated the assets.After a loan is done, the lenders get a 2 week update, then it becomes quarterly. Send pictures, and show how are you doing vs pro forma.Negotiate on loan unforeseen costs, stick with your needs even if you may lose that lender.Negotiate that if you hit x percentage value increase, the lender gives the loan at x interest rate.Agency debt is non recourse, and credit unions are great.Don't give any personal guarantees, the bigger you go, the less common it is for them to ask for a personal guarantee, lots of co-GP family offices can help and will show their balance sheet. You will need to have some guarantor for carve outs only.We must negotiate debt to the ground, LTC is currently at 50%, don't do variable rate.We must read all pages of the loan docs and comment, edit, someone I know has made as many as 500 comments. You must have other banks lined up first they say no. Also, put a homestead exemption on all of your loan documents so they can't take your home in case things go south, and make sure that they're not removing any of your constitutional rights.What topics should I cover next? Let me know at admin@montecarlorei.com

The AIE Podcast
The AIE Podcast #431 – 2025, what do you mean, change our shoes?

The AIE Podcast

Play Episode Listen Later Jan 13, 2025 54:21


On this episode of The AIE Podcast... Happy 2025 from the AIE podcast! Let the regular MFN schedule resume! Get ready for Warzone Wednesday! Christmas eve looked a bit chaotic And, we are talking amongst ourselves All that and more coming up right now... Podcast Audio Raw Video http://youtu.be/YfznTlELh1I Open Welcome to episode #431 of the podcast celebrating you, the Alea Iacta Est gaming community, the die has been podcast. This is Mewkow: To my left is Tetsemi: - (catch phrase here). And to my right is Mkallah: (Hey folks, there is Pain au Chocolat in the guild kitchen). This week we are getting back in the saddle after our holiday break, so we are talking amongst ourselves. Ok, we'll be digging into what we've been doing shortly, but first, let's cover this week's news... AIE News Community Mandatory Fun Nights Where the fun is mandatory but the attendance is not. Sunday - Destiny 2 8:30 pm Eastern Monday - GW2 9:30 pm Eastern Monday - STO 10:00 pm Eastern Tuesday - SWTOR 9:00 pm Eastern Wednesday - HFO Mythic+ Mayhem (WoW) 8:00 pm Eastern Thursday- Board Game Night (1st and 3rd Thursdays) 7:00 pm Eastern/6:00 pm Central Friday - ESO 9:00 pm Eastern Saturday - LotRO 8:30 pm Eastern Saturday - FFXIV (Maps) 9:30 pm Eastern Saturday - Noob Raid (WoW) 11:00 pm Eastern Streaming and Guild Podcast News We have a ton of AIE member podcasts! Want to know where to find them? Look no further than here- New Overlords Podcast (Max and Sema) https://www.newoverlords.com Working Class Nerds (Marcus and Nick) - NSFL https://workingclassnerdscom.wordpress.com Boards and Swords (Chris and Philip) https://boardsandswords.com/blog?category=Boards%20%26%20Swords Dr. Gameology ( Dr. Daniel Kaufmann ) https://drgameology.com/ STO - Fleet Action Report (Grebog and Nikodas) https://www.youtube.com/@fleetactionreport A Podcast Reborn: A FFXIV Community Podcast (Brandon aka Old Man Franks, Meagan, and Rho) - NSFL https://www.bonusroll.gg/directory/a-podcast-reborn/ NOMADS From Fez: New, hosted Valheim server, is up. Fresh start, fresh seed. Server info is pinned in Nomads. From Bhock: Still on Ashes of Creation, Alpha 2 Phase 2, testing node progression and soon crafting Phase 3 starting mid May, so we're still on schedule From Stask: After a holiday hiatus, the New World crew continues working through expeditions (dungeons) on Sunday nights at 9ish central. We can be found on the fresh start server Hudsonland. WoW Dankinia is leading the Noob Raid after a short winter break. Thank you again Celindre for stepping in and leading the group to its first full clear in my absence. Since Dankinia's return, we've cleared it 2 more times and the Floor Tank counter for the year is already at 6. WoW Classic There are a handful of folks still playing on the fresh servers, last time I checked there is nobody at 60 yet. SWTOR Snowball cannons have been put away and keybinds have been reset to blasters and lightsabers. Mostly. Also, Warzone Wednesdays have returned for the new pvp season. Dynamic encounters are providing a quick-hit way to work toward achievements and Conquest targets. 2025 has started! ESO ESO MFN is back from winter break. We've been working on trials and helping each other with endeavors while hanging out and chatting. https://youtu.be/n1_PQsv03Rk?si=Wb4efaD27oftURA- STO A new year and the game's anniversary is coming. The event typically is at the end of this month or very beginning of February. They just released a new Sol System map with the updated ESD exterior as it was shown in Season 3 of Picard. Unfortunately with the patch that brought in the new art, there have been several bugs. From loadouts dropping, traits unloading, and even for some people equipment being unequipped. They are aware of the issues and hopefully have this all resolved soon(tm). FFXIV

The AIE Podcast
The AIE Podcast #429 – Great Wolf is Self Serve

The AIE Podcast

Play Episode Listen Later Nov 19, 2024 56:14


On this episode of The AIE Podcast... We promise we are not Podfading! We wish you a happy Galactic seasons Go see Kraemer for all of your crafting needs! We have a guild wars two update!!! And, we are our own guests! All that and more coming up right now... Podcast Audio Raw Video http://youtu.be/3pH5I_D7d9w Open Welcome to episode 429 of the podcast celebrating you, the Alea Iacta Est gaming community, the die has been podcast. This is Mkallah: To my left is Mewkow: - (catch phrase here). And to my right is Tetsemi: (catch phrase here). This week, we are joined by US!!! Welcome! Ok, we'll be digging into what we have been doing shortly, but first, let's cover this week's news... AIE News Community Where the fun is mandatory but the attendance is not. Sunday - Destiny 2 8:30 pm Eastern Monday - GW2 9:30 pm Eastern Monday - STO 10:00 pm Eastern Tuesday - SWTOR 9:00 pm Eastern Wednesday - HFO Mythic+ Mayhem (WoW) 8:00 pm Eastern Thursday- Board Game Night (1st and 3rd Thursdays) 7:00 pm Eastern/6:00 pm Central Friday - ESO 9:00 pm Eastern Saturday - LotRO 8:30 pm Eastern Saturday - FFXIV (Maps) 9:30 pm Eastern Saturday - Noob Raid (WoW) 11:00 pm Eastern Streaming and Guild Podcast News We have a ton of AIE member podcasts! Want to know where to find them? Look no further than here- New Overlords Podcast (Max and Sema) https://www.newoverlords.com Working Class Nerds (Marcus and Nick) - NSFL https://workingclassnerdscom.wordpress.com Boards and Swords (Chris and Philip) https://boardsandswords.com/blog?category=Boards%20%26%20Swords Dr. Gameology ( Dr. Daniel Kaufmann ) https://drgameology.com/ STO - Fleet Action Report (Grebog and Nikodas) https://www.youtube.com/@fleetactionreport A Podcast Reborn: A FFXIV Community Podcast (Brandon aka Old Man Franks, Meagan, and Rho) - NSFL https://www.bonusroll.gg/directory/a-podcast-reborn/ NOMADS Ashes of Creation - Alpha 2 is on and running, with a few members. We now have a fresh start company (Covenant) in New World on Hudsonland. We are enjoying all the improvements they've made lately. We are also on the legacy server Valhalla. WoW Noob Raid is 7/8 in normal Nerubn-ar Palace. Not bad at all for a bunch of Noobs lead by a professional floor tank. WoW Classic Fresh start servers are coming up in Classic SWTOR The guild is still doing MFN on Tuesday nights at 9pm EST. We are helping everyone get their Galactic Season objectives done. Still have a couple months to finish everything up. The Public Test Server (PTS) is up with content from the next patch 7.6 on it. One of the things being tested are dynamic events, which are like world quests in other games. A new single boss operation is being tested also. Lords of Light has taken it down, but there are some different mechanics that are not working correctly right now. Should be fun when it's in the live game. There are rewards for doing 100 dynamic events and a title for defeating the operation boss. Keep an eye out for groups getting together on the PTS if you want to finish those rewards up. We have four operations (raid) teams that are running different things. Check in the SWTOR channel in discord for when spots are open and subs are needed. There are a couple teams that have some regular spots open. Join up if you want to see some different content in Star Wars: The Old Republic. FFXIV New patch is out, more MSQ, more Alliance Raid, and you can combine level 1 outfits in the glamour dresser so they only take up one slot instead of many. Also, update your adventure plates! ESO We've been attempting some new-to-us trials, with varying degrees of success. Kraemer has all of the mundus stones and crafting stations currently available at his primary residence. Feel free to stop by to use them if you need to. GW2 Extra Life event running until the 19th. Take your toon into Lion's Arch.

Pillow Talk
Crucial Conversations: Yellow Discharge is popping

Pillow Talk

Play Episode Listen Later Aug 29, 2024 38:42


Laila! the TikTok superstar confirms Mos Def is her daddy and the date for her debut self produced debut album. I love to see it. Sexyy Red and this MFN lipgloss. Building a brand and then choosing to promote "Yellow Discharge" is crazy work. I just don't understand the hype. What Killed the Club Culture? Bottle Warz? Press Play Dj's? the list of possibilities is limitless. --- Support this podcast: https://podcasters.spotify.com/pod/show/robin-evette/support

My Amazon Guy
Can't Ship Products Via MFN? Amazon Error Code 4400 Solved!

My Amazon Guy

Play Episode Listen Later Aug 26, 2024 6:50


Send us a Text Message.Error code 4400 on Amazon can be a big problem, stopping you from selling your products through Merchant Fulfilled (MFN) shipping. But there's a way to fix it.Noah from My Amazon Guy explains why this error happens and shows you the steps to solve it. Whether the issue is due to shipping performance, order defect rates, or listing policy violations, this video covers everything you need to know to get back on track.Learn what error code 4400 means, why Amazon restricts MFN shipping, and how to submit a successful appeal to restore your MFN privileges. -------------------------------------------------Join My Amazon Guy on LinkedIn: https://www.linkedin.com/company/28605816/Follow us:Twitter: https://twitter.com/myamazonguyInstagram: https://www.instagram.com/stevenpopemag/Pinterest: https://www.pinterest.com/myamazonguys/Please subscribe to the podcast at: https://podcast.myamazonguy.comApple Podcast:  https://podcasts.apple.com/us/podcast/my-amazon-guy/id1501974229Spotify: https://open.spotify.com/show/4A5ASHGGfr6s4wWNQIqyVwTimestamps:00:00 - Introduction to Error Code 440001:00 - Explanation of Error Code 440002:45 - Common Reasons for MFN Restriction04:00 - How to Appeal for MFN Reinstatement05:30 - Tips to Improve Shipping Performance06:30 - Final Thoughts and RecommendationsSupport the Show.

華視三國演議
中國經濟惡化|習近平不見了?|#陳松興 #矢板明夫 #汪浩|@華視三國演議|20240817

華視三國演議

Play Episode Listen Later Aug 17, 2024 51:26


找不到工作?想轉職? 想增進自己的工作能力? 青年朋友別慌! 「投資青年就業方案第二期」,陪你做好職涯規劃、修煉工作技能,還有專人客製化就業服務,讓你求職無往不利。【勞動力發展署廣告】 方案這裡看 https://bit.ly/4cn3fdf -- 城揚建設新推出的「陽明第一廳」 緊鄰三民區的明星學府-陽明國中 46~52坪,每層四戶兩部電梯 最適合有換屋與置產需求的你 讓生活中充滿書香、運動風,滿足食衣住行的消費需求 城揚建設 陽明第一廳 07-384-2888 https://bit.ly/3YvDjc7 ----以上訊息由 SoundOn 動態廣告贊助商提供---- 中國經濟自疫情過後並未有效復甦,內需消費與投資力道疲弱,房地產市場泡沫、金融風險壓力加劇、加上地方政府債務等燙手山芋,為什麼中國政府無法解決這些問題?這幾年習近平自我感覺良好,鼓吹東升西降的「新質生產力」已成空談?中國已經陷入了中等收入陷阱了嗎?美國共和黨大選綱領「將取消中國最惠國的待遇」如果實施,對中國經濟會產生什麼結構性影響?!精彩訪談內容,請鎖定@華視三國演議! 本集來賓:#陳松興 #矢板明夫 主持人:#汪浩 以上言論不代表本台立場 #中國經濟 #地方債 #中等收入陷阱 #習一尊 電視播出時間

FICC Focus
Matt Doheny on Investing, Yellow, and FTX: State of Distressed Debt

FICC Focus

Play Episode Listen Later Jun 14, 2024 89:59


Citadel and MFN competing to fund an unsecured junior DIP financing was just one of the "remarkable" aspects of Yellow Corp's ongoing bankruptcy, according to its Chief Restructuring Officer Matt Doheny. The North Country Capital's founder and president sat with Bloomberg Intelligence's (BI) Phil Brendel to share his philosophies on distressed investing, derived from a wide-ranging career in law, finance, and politics. They dive into two of the most fascinating bankruptcy cases of our time -- Yellow Corp and FTX (5:30). Prior to that, Phil and Noel Hebert of BI discuss the high yield market's strength despite some serious headwinds presented by a "higher for longer" environment. The podcast concludes with BI's Negisa Balluku joining Noel and Phil to tackle the latest developments in bankruptcy courts and distressed situations, including Red Lobster, WeWork, Rite Aid, Diamond Sports, J&J, Yellow, Rackspace, Genesis, and FTX (49:50).

The AIE Podcast
The AIE Podcast #421 – Timey Wimey – Towy Wowy?

The AIE Podcast

Play Episode Listen Later May 20, 2024 48:57


On this episode of The AIE Podcast... Grats to the NOOBS! Zombies in SPACE Dawntrail is on the horizon Big congrats to our friends on Fleet Action Report! And, Looci is here to talk about WoW Classic! All that and more coming up right now... Podcast Audio Raw Video http://youtu.be/_SxxArmSrk0 Open Welcome to episode #421 of the podcast celebrating you, the Alea Iacta Est gaming community, the die has been podcast. This is Mewkow: To my left is Mkallah: - (Hey folks, con is next week- grab me some tea while you are in the guild kitchen). And to my right is Tetsemi: (catch phrase here). This week we are joined by special guests Looci who is here to talk to us about AIE in WoW Classic Welcome! Ok, we'll be digging into WoW shortly, but first, let's cover this week's news... AIE News Community Mandatory Fun Nights Where the fun is mandatory but the attendance is not. Sunday - Destiny 2 8:30 pm Eastern Monday - GW2 9:30 pm Eastern Monday - STO 10:00 pm Eastern Tuesday - SWTOR 9:00 pm Eastern Wednesday - HFO Mythic+ Mayhem (WoW) 8:00 pm Eastern Thursday- Board Game Night (1st and 3rd Thursdays) 7:00 pm Eastern/6:00 pm Central Friday - ESO 9:00 pm Eastern Saturday - LotRO 8:30 pm Eastern Saturday - FFXIV (Maps) 9:30 pm Eastern Saturday - WoW Classic Hardcore 9:30 pm Eastern Saturday - Noob Raid (WoW) 11:00 pm Eastern Streaming and Guild Podcast News We have a ton of AIE member podcasts! Want to know where to find them? Look no further than here- New Overlords Podcast (Max and Sema) https://www.newoverlords.com Working Class Nerds (Marcus and Nick) - NSFL https://workingclassnerdscom.wordpress.com Boards and Swords (Chris and Philip) https://boardsandswords.com/blog?category=Boards%20%26%20Swords Dr. Gameology ( Dr. Daniel Kaufmann ) https://drgameology.com/ STO - Fleet Action Report (Grebog and Nikodas) https://www.youtube.com/@fleetactionreport A Podcast Reborn: A FFXIV Community Podcast (Brandon aka Old Man Franks, Meagan, and Rho) - NSFL https://www.bonusroll.gg/directory/a-podcast-reborn/ NOMADS We have a few people on a private V Rising server now that the game has gone to a 1.0 release. It's a fun, Vampire themed crafting survival action combat game. Diablo Season 4: Loot Reborn is now live and is seemingly doing very well and players are really liking the updates. We have Diablo regulars in there checking it out and I'm sure they can offer help and guidance to anyone looking to jump back in. Other Nomads stuff is happening this week in Fallout 76, ARK, and Starfield as well. WoW Noob Raid successfully cleared Timewalking Ulduar, and congrats to two players for obtaining the rare mounts Invincible and Mimiron's Head. Aside from Noob Raid, the excitement is all about Remix: Mists of Pandaria, a limited time, speed leveling event that launched Thursday for Retail WoW. Quite a few players have reached level 70 already and are working on more toons while gathering numerous transmog items, mounts and pets. Many alts! Handle it! The characters can join current guilds but won't be on live servers until the new expansion, The War Within. AIE opened our second Alliance guild, Amicitia, to make room for the new alts. A few people had trouble pronouncing the guild name, so it's now known as Amy. Welcome Amy! WoW Classic See Game Notes SWTOR This past week was Rakghoul week and if that means nothing to you, just picture swtor's version of zombies. There is no cure, we just have to kill them. A lot. Including a giant one with no eyes that we managed to dispatch on Tuesday during MFN. The double xp event is over, but it's still a good time to level as it's basically pretty quick in this game. For tips, join us in discord. There is a lot of chatter about the best/most-fun way to do things. Friday fun happened on Shae Vizla server this week where we knocked out some Uprisings and Heroic weeklies. Next week,

WATCH DEM THRONES by Black With No Chaser
"NO ONE" Game of Thrones Season 6 EP8 Recap

WATCH DEM THRONES by Black With No Chaser

Play Episode Listen Later Mar 4, 2024 70:30


The Waif got Arya Stark fighting for her MFn life and chooses her destiny; Jaime Lannister returns Edmure Tully to Riverrun so he can get back to Cersei; Cersei Lannister plans are thwarted by her own son; Daenerys Targaryen returns to Meereen; and Sandor Clegane got it on bis mind as he tracks down the Brotherhood Without Banners.If you want to keep the fun going with us throughout the week, come join our Facebook group. THE WATCH DEM THRONES FACEBOOK GROUPhttps://www.facebook.com/groups/126567443834910/?ref=share&mibextid=NSMWBTTO WATCH AND SUBSCRIBE:Facebook:https://www.facebook.com/blackwithnochaser/Twitter:https://twitter.com/BeBlackNoChaser?t=pVFV06lBFdZRu72ot4uCjA&s=09Twitter:https://twitter.com/WatchDemThrones?t=q0ngrYPlugf0ttzM2jo39A&s=09Apple Music: https://podcasts.apple.com/us/podcast/watch-dem-thrones-by-black-with-no-chaser/id1641754247Spotify:https://open.spotify.com/show/1qI1bJ1vIlobu502w6zrtN?si=mtsa3gZYRZW_3FmlCrv7UgBWNC RADIO: https://apps.apple.com/us/app/bwnc-radio/id6443800363Amazon Musichttps://music.amazon.com/podcasts/45279c3a-c09f-47d1-a3a3-88e6e2507230/watch-dem-thrones-by-black-with-no-chaserIHeartRadiohttps://www.iheart.com/podcast/269-watch-dem-thrones-by-black-101286659/?cmp=android_share&sc=android_social_share&pr=false#gameofthrones #demdragons #blackwithnochaser #houseofthedragonhbo #dragonseeds #theblacks #thegreens #houseofthedragon #youtube #targaryens #podcast #podsincolor #applemusic #spotifymusic #podsincolor #starks #lannisters #Velaryon

Our Curious Amalgam
#261 Can Demanding Price Parity Harm Competition? The MFN Paradox

Our Curious Amalgam

Play Episode Listen Later Feb 19, 2024 22:13


When are MFNs good and when are they bad? A "most favored nation" (MFN) price requirement ensures that a buyer receives the lowest price that a seller is offering to other buyers. Under U.S. antitrust law, such MFNs are typically viewed as a procompetitive outcome of price bargaining between parties. But recently, the use of MFNs by Amazon's internet retailing platform has been challenged as an anticompetitive business practice. In this episode, Alicia Downey and Barry Nigro talk to economist Tasneem Chipty about the potential competition concerns raised by MFNs generally and platform MFNs specifically. Listen and learn in what circumstances most favored nation requirements might raise antitrust red flags. With special guest: Tasneem Chipty, Managing Principal, Chipty Economics Related Links: Tasneem Chipty, "Platform MFNs: Can Asking for the Lowest Price Discourage Competition?", Pricing Conduct Committee Newsletter (ABA Antitrust Law Section Jan. 9. 2024) Hosted by: Alicia Downey, Downey Law LLC and Barry Nigro, Fried, Frank, Harris, Shriver & Jacobson LLP

The AIE Podcast
The AIE Podcast #415 – WoW: Followers are better than Humans.

The AIE Podcast

Play Episode Listen Later Jan 22, 2024 58:10


On this episode of The AIE Podcast... Gotta kill them all? That can't be right? Checks notes- yeah, it's right Seeds of Renewal breathes new life into the world we love Follow the Gold brick road… Happy Anniversary to STO! And, we have Gusty here to talk about AIE in World of Warcraft All that and more coming up right now... Podcast Audio Raw Video http://youtu.be/0N0sSV69um8 Open Welcome to episode #415 of the podcast celebrating you, the Alea Iacta Est gaming community, the die has been podcast. This is Mewkow: To my left is Mkallah: - (hey folks, there is a mocha java cake in the guild kitchen). And to my right is Tetsemi: (catch phrase here). This week we are joined by special guests Gustytail who is here to talk to us about AIE in World of Warcraft. Welcome! Ok, we'll be digging into WoW Retail shortly, but first, let's cover this week's news... AIE News Community Mandatory Fun Nights Where the fun is mandatory but the attendance is not. Sunday - You all get a day off! Monday - GW2 9:30 pm Eastern Monday - STO 10:00 pm Eastern Tuesday - SWTOR 9:00 pm Eastern Wednesday - HFO Mythic+ Mayhem (WoW) 8:00 pm Eastern Thursday- Board Game Night (1st and 3rd Thursdays) 7:00 pm Eastern/6:00 pm Central Friday - ESO 9:00 pm Eastern Friday - FFXIV(Magical Misc Tour) 9:00 pm Eastern Saturday - LotRO 8:30 pm Eastern Saturday - FFXIV (Maps) 9:30 pm Eastern Saturday - WoW Classic Hardcore 9:30 pm Eastern Saturday - Noob Raid (WoW) 11:00 pm Eastern Streaming and Guild Podcast News We have a ton of AIE member podcasts! Want to know where to find them? Look no further than here- New Overlords Podcast (Max and Sema) https://www.newoverlords.com Working Class Nerds (Marcus and Nick) - NSFL https://workingclassnerdscom.wordpress.com Boards and Swords (Chris and Philip) https://boardsandswords.com/blog?category=Boards%20%26%20Swords Dr. Gameology ( Dr. Daniel Kaufmann ) https://drgameology.com/ STO - Fleet Action Report (Grebog and Nikodas) https://www.youtube.com/@fleetactionreport A Podcast Reborn: A FFXIV Community Podcast (Brandon aka Old Man Franks, Meagan, and Rho) - NSFL https://www.bonusroll.gg/directory/a-podcast-reborn/ NOMADS ARK continues to be a fun place for the team there with a group boss kill of the Dragon planned for tonight. We are looking forward to the next DLC remaster coming in the next couple months. Rust is spun back up as well and a group in there is trying out the new features including more automation and even the ability to tie notifications of in-game activities to your phone. Palworld launch this week and is pretty hot at the moment. The pitch is "ARK survival but with Pokemon instead of dinos... and the Pokemon can have guns" There may be a private group server being spun up for this depending on interest. WoW See Game Notes We have successfully killed the Lich King! There are a few raid members who still need that kill, so we shall continue to kill him until everyone has the title. Waiting for further word on when we are looking at a Cata release. Season of Discovery gets the next band to 40 starting on Feb 8th, I believe. WoW Classic We have successfully killed the Lich King! There are a few raid members who still need that kill, so we shall continue to kill him until everyone has the title. Waiting for further word on when we are looking at a Cata release. Season of Discovery gets the next band to 40 starting on Feb 8th, I believe. SWTOR The SUP operations team is looking for a permanent member. Any role will work. SUP is on the Imperial side and meets on Wednesday nights from 9-11PM Eastern. No previous experience required! Join us for MFN on Tuesday nights. We tend to focus on Conquest/Galactic Seasons/Story Mode Operations. You can usually be any character level and always any level of experience. Just make sure you have your personal ship! FFXIV