Podcasts about Novo Nordisk

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Best podcasts about Novo Nordisk

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Latest podcast episodes about Novo Nordisk

Don't Miss a Beat
Don't Miss a Beat: Finerenone, FIND-CKD, and the Evolution of CKM, with Katherine Tuttle, MD

Don't Miss a Beat

Play Episode Listen Later Jun 22, 2026 21:56


Check out the video version of this episode on HCPLive!Finerenone's expansion into non-diabetic kidney disease is prompting a broader rethink of how chronic kidney disease is measured, mechanistically understood, and treated across its many causes.On an episode of Don't Miss a Beat recorded at the 10th Annual Heart in Diabetes Meeting, hosts Stephen Greene, MD, meeting co-chair and heart failure specialist at Duke University School of Medicine, and Muthiah Vaduganathan, MD, MPH, codirector of the Center for Cardiometabolic Implementation and cardiologist at Brigham and Women's Hospital, spoke with Katherine Tuttle, MD, professor of medicine at the University of Washington, about the phase 3 FIND-CKD trial and how it informs on the overall role of finerenone (Kerendia) in management of cardiovascular-kidney-metabolic syndrome.FIND-CKD showed finerenone slowed total estimated glomerular filtration rate (eGFR) slope by 0.7 mL/min/1.73 m² per year versus placebo, irrespective of diagnosis. Much of the discussion focused less on the number and more on why it counts as clinically meaningful.Drawing on CKD Prognosis Consortium data from hundreds of thousands of patients, Tuttle explained why eGFR slope reliably predicts kidney failure when a trial runs at least 2 years. CKD progresses rather than striking as a discrete event, so the field has moved toward endpoints measurable without waiting for organ failure or death.On safety, hyperkalemia occurred more often with finerenone than placebo, about 12% versus 3%, though fewer than 1% of patients discontinued. The framing was practical, with background SGLT2 inhibition expected to lower the risk.Mechanism anchors much of the conversation between Tuttle, Greene, and Vaduganathan.Tuttle highlighted how glomerular diseases, like IgA nephropathy, are immunologic disorders needing disease-specific therapy, yet all CKD converges on shared final common pathways of inflammation and fibrosis. Broad agents like finerenone target those pathways, making combination therapy the emerging model, pairing treatment of the inciting disease with control of progression.The group also discussed the field's trend toward precision nephrology. Protocol biopsies from the Kidney Precision Medicine Project showed only about half of patients labeled as diabetic CKD had classic diabetic nephropathy. A parallel to oncology followed, where deep phenotyping replaced uniform regimens, suggesting not every patient will need every drug.Tuttle positioned finerenone alongside renin-angiotensin system inhibitors and SGLT2 inhibitors as an emerging pillar for non-diabetic CKD, with GLP-1 receptor agonists and endothelin antagonists possibly to come. A pooled analysis of FIDELIO-DKD, FIGARO-DKD, and FIND-CKD showed roughly 30% reductions in kidney and cardiovascular outcomes and an 11% drop in all-cause mortality. The closing point held the cardiorenal patient often arrives through either specialty's door, making preservation of organ function and quality of life the shared aim.Relevant disclosures for Tuttle include Alnylam, AstraZeneca, Bayer, Boehringer Ingelheim, Eli Lilly, GSK, Novo Nordisk, Roche, and Travere Therapeutics. Relevant disclosures for Vaduganathan include Amgen, AstraZeneca, Bayer AG, Boehringer Ingelheim Pharmaceuticals, Cytokinetics, Lexicon, and others. Relevant disclosures for Greene include Amgen, AstraZeneca, Bayer Healthcare Pharmaceuticals, Boehringer Ingelheim Pharmaceuticals, Cytokinetics, and others.References: Heerspink HJL, Neuen BL, Agarwal R, et al. Finerenone in Persons with Chronic Kidney Disease without Diabetes. N Engl J Med. Published online June 4, 2026. doi:10.1056/NEJMoa2604625 Bayer. Bayer to Present First Full FIND-CKD Results Investigating KERENDIA® (finerenone) in Non-Diabetic Chronic Kidney Disease at ERA 2026. Bayer.com. Published June 2, 2026. Accessed June 21, 2026. https://www.bayer.com/en/us/news-stories/kerendia-in-non-diabetic-chronic-kidney-disease

Følg pengene
FOMO på aktiemarkedet - skal du med til fest?

Følg pengene

Play Episode Listen Later Jun 22, 2026 54:55


Investorerne kigger mod AI- og chipaktier - hvor det kun er gået en vej de seneste år. Sniger der sig en gang FOMO ind, hvis man ikke er med? Er det for sent at hoppe med på vognen? Og er vi der, hvor lidt for mange måske er med til festen? Vi slår også et smut forbi Novo Nordisk. Måske venter der en god nyhed rundt om hjørnet? Per Hansen mener i hvert fald, at tallene taler for en opjustering. Det er en sammenblanding af pillesalg og nye markeder. Vi får Per til at uddybe. Vært: Ulrik Rosenkvist Schultz. Fast gæst: Sune Aagaard. Medvirkende: Per Hansen, investeringsøkonom hos Nordnet og Tine Choi Danielsen, chefstrateg hos PFA.

ai er fest fomo skal novo nordisk pfa nordnet aktiemarkedet investorerne per hansen
Pharma and BioTech Daily
FDA Approves Utebzi, Biogen Acquires Raythera for $1B | Pharma and Biotech Daily

Pharma and BioTech Daily

Play Episode Listen Later Jun 19, 2026 4:51


Good morning from Pharma Daily: the podcast that brings you the most important developments in the pharmaceutical and biotech world. The industry continues to evolve, with significant scientific advancements, regulatory updates, and strategic business moves shaping the landscape. Let's delve into these developments, starting with some key insights from oncology. In the realm of oncology, minimal residual disease (MRD) is becoming increasingly pivotal. Tumor-informed MRD is being leveraged to design more intelligent trials and interpret early responses, aiding in navigating developmental risks more effectively. This approach was a focal point of discussions at the American Society of Clinical Oncology's annual meeting, where experts emphasized the need to translate precision oncology discoveries into patient care, aiming to surmount existing challenges. The focus on MRD in oncology could lead to earlier detection of treatment responses and personalized therapeutic approaches. Verastem Oncology recently revisited its strategy concerning its combination treatment of avutometinib plus defactinib for metastatic pancreatic cancer. While clinical trials produced moderate results, the company is now redirecting focus toward other promising candidates in its pipeline. Similarly, Novocure faced setbacks as its tumor-treating electric fields device did not achieve its primary endpoint in a Phase 3 glioblastoma trial. These outcomes highlight the persistent challenges in tackling aggressive brain cancers. On the regulatory front, Spero Therapeutics achieved a significant milestone with FDA approval for Utebzi to treat complicated urinary tract infections. This approval marks a turnaround from a previous rejection four years ago, facilitated through a partnership with GSK. Meanwhile, in Europe, Cinnagen secured approval for Zandoriah, a biosimilar of teriparatide, to treat osteoporosis in adults—a testament to their investment in infrastructure and manufacturing capabilities. The industry also sees growing interest in cell therapy automation, with companies like Cellares and Ori Biotech leading the charge. These advancements reflect an industry-wide push towards more efficient manufacturing processes for cell therapies. In metabolic health, Novo Nordisk's oral GLP-1 drug Wegovy has gained significant traction due to its brand familiarity among healthcare providers, crucial in its competition with Eli Lilly's Foundayo. Market trends reveal competitive dynamics within obesity treatments as Novo Nordisk's oral Wegovy outpaces Eli Lilly's offerings due to strong brand recognition. Biogen's acquisition of Raythera for $1 billion underscores its strategic intent to enhance its portfolio with promising preclinical immunology assets. Such acquisitions highlight broader industry strategies focusing on expanding pipelines through targeted investments. This move aligns with Biogen's focus on autoimmune diseases and enhances its preclinical portfolio. In business development news, LabGenius Therapeutics partnered with LG Chem to utilize AI and machine learning for designing multispecific antibodies targeting tumors. This collaboration highlights the growing importance of artificial intelligence in accelerating drug discovery processes within oncology. Clinical trials continue to yield promising results. F2G and Shionogi's antifungal small molecule olorofim demonstrated efficacy comparable to Ambisome in treating invasive aspergillosis—an advancement crucial for infectious diseases with limited treatment options. D&D Pharmatech's Zabopegdutide showed an impressive improvement rate in fibrosis during Phase 2 trials for metabolic dysfunction-associated steatohepatitis, emphasizing the potential of protein-based therapies in treating metabolic liver disorders. Corporate launches reflect strategic maneuvers aimed at advancing therapeutic developments. Innoviva introduced Nortiva Bio to focus on long-acting oral medicines using acquired platform technology from Lyndra Therapeutics—aiming to revolutionize women's health through sustained-release formulations. The financial landscape also shows active movement, exemplified by Kardigan's $400 million IPO aimed at progressing cardiovascular drugs into advanced trials. Alvotech's public offering signals a commitment to biosimilar medicines—a sector poised for growth due to rising demand for cost-effective biologic therapies. Overall, these developments reflect a robust innovation pipeline within the pharmaceutical and biotech industries as they strategically address complex diseases through novel therapies and technologies. As scientific progress accelerates alongside strategic corporate actions, these changes promise enhanced patient care outcomes through groundbreaking treatments that cater to unmet medical needs worldwide.Support the show

Pharma and BioTech Daily
Eli Lilly's $65B M&A Surge & FDA's Drug Import Approval | Pharma and Biotech Daily

Pharma and BioTech Daily

Play Episode Listen Later Jun 18, 2026 5:19


Good morning from Pharma Daily: the podcast that brings you the most important developments in the pharmaceutical and biotech world. Today, we delve into a rapidly evolving landscape marked by significant scientific breakthroughs, regulatory shifts, and strategic business maneuvers. The pharmaceutical and biotech sectors are buzzing with renewed vigor, as evidenced by an impressive resurgence in mergers and acquisitions. A recent analysis by PwC reports that M&A activity has reached over $65 billion in deal value during the first quarter of 2026, marking the strongest quarter since 2020. This uptick underscores a robust confidence within the industry, with companies strategically leveraging these mergers to bolster their pipelines and explore new therapeutic territories. Eli Lilly's acquisition of non-opioid pain drugmaker 4E is a case in point, as it reflects a broader industry shift towards precision medicine and non-opioid pain management solutions—a response to growing concerns over opioid addiction. On the regulatory front, notable developments include Colorado's drug import plan receiving FDA approval. This marks a bold step in curbing drug costs across the U.S., although implementation challenges remain due to complex logistical and regulatory landscapes. Meanwhile, Novo Nordisk is expanding its global manufacturing footprint with a new plant in the Czech Republic for diabetes and obesity drugs, alongside a $29 million investment to upgrade its Chinese facility. This expansion aligns with Novo's strategic preparation to seek Chinese regulatory approval for its Wegovy pill, potentially transforming the obesity treatment landscape. In a move that could reshape vaccine development, Moderna is advancing its mRNA-based influenza vaccine candidate through regulatory channels. The FDA's favorable reviews ahead of an advisory committee meeting highlight the growing acceptance of mRNA technology beyond COVID-19 vaccines. This technology holds promise for transforming vaccine development across various infectious diseases. Precision oncology continues to grapple with translating scientific discoveries into practical applications that genuinely improve patient outcomes. The ASCO 2026 conference emphasized this critical transition from discovery to implementation as essential for advancing precision medicine. Turning to gene therapy, UniQure is preparing for a significant milestone—submitting an accelerated Biologics License Application for its Huntington's disease therapy. This follows a reversal by the FDA, which now considers UniQure's Phase 1/2 trial data sufficient for submission. Should this therapy gain approval, it would be groundbreaking as the first genetic medicine for Huntington's disease, setting a precedent for future gene therapies targeting other genetic disorders. In another strategic partnership, Jazz Pharmaceuticals has teamed up with AbCellera to develop T-cell-engaging antibodies for oncology indications, illustrating the potential financial rewards associated with innovative cancer therapies. This collaboration could yield up to $820 million per program and highlights how partnerships are crucial in expediting drug development timelines. These stories reflect broader industry trends emphasizing innovation and strategic partnerships while navigating complex regulatory landscapes. The focus on precision medicine and advanced biologics continues to drive scientific advancements, with companies like Vedana Therapeutics targeting unmet needs in neurology through novel therapeutic approaches. Meanwhile, international collaboration is gaining traction in regulatory processes. The newly launched transatlantic liaison program between the FDA and MHRA aims to accelerate drug approvals and foster innovation across borders—an initiative that underscores the importance of collaborative frameworks. However, not all news is optimistic. Be Biopharma's decision to terminate its hemophilia B cell therapy trial highlights the challenges companies face in competitive therapeutic areas. Despite previous optimism, similar withdrawals by Pfizer and BioMarin indicate the necessity for robust clinical data and clear market differentiation strategies. Furthermore, Merck's recent agreement with Protillion Technologies marks an increased focus on integrating artificial intelligence into drug discovery processes—a trend promising accelerated timelines and improved trial success rates. As these developments unfold, it's evident that the pharmaceutical and biotech sectors are at an intersection where scientific innovation meets strategic business decisions. The potential approval of UniQure's gene therapy could catalyze further advancements in genetic medicine—while M&A activities suggest an industry poised for transformative growth. For stakeholders—from researchers to executives—the ability to adapt to these dynamic changes will be crucial in shaping the future of drug development and patient care. In conclusion, these stories collectively paint a picture of an industry evolving through scientific breakthroughs while adapting through strategic business decisions. As new technologies integrate into this space alongside regulatory advancements in gene therapy, this period of transformation holds promising implications for addressing unmet medical needs and enhancing therapeutic outcomes globally.Support the show

Bundlinjen - med Magnus Barsøe
Lyn-analyse: Novo presses for millioner af hackere

Bundlinjen - med Magnus Barsøe

Play Episode Listen Later Jun 18, 2026 6:34


To hackergrupper påstår, at de har hacket Novo Nordisk og kopieret vitalt materiale fra selskabets forskning og forretningsdele. Nu kræver de tocifrede millionbeløb i dollars for ikke at frigive materialet. Men kan man overhovedet stole på hackernes påstande, og er det årsagen til, at Novo nægter at betale. Hør mere i denne Lyn-analyse fra Finans. Gæst: Lone Andersen, journalist, Finans. Vært: Mads Ring. Foto: Novo Nordisk.See omnystudio.com/listener for privacy information.

Diabetes Dialogue: Therapeutics, Technology, & Real-World Perspectives
Teplizumab, Stelo, and Inhaled Insulin Afrezza for Pediatric Patients

Diabetes Dialogue: Therapeutics, Technology, & Real-World Perspectives

Play Episode Listen Later Jun 18, 2026 27:28


Welcome back to Diabetes Dialogue: Technology, Therapeutics, & Real-World Perspectives!In this episode, cohosts Diana Isaacs, PharmD, and Natalie Bellini, DNP, discuss a series of major pediatric diabetes advancements announced around the American Diabetes Association (ADA) Scientific Sessions 2026, highlighting how recent regulatory decisions are expanding treatment options and improving access to diabetes technologies.The conversation opens with the expanded FDA indication for teplizumab in children and adolescents with newly diagnosed stage 3 type 1 diabetes. Bellini reviews findings from the PROTECT trial, which evaluated teplizumab in patients ages 8 to 17 years within six weeks of diagnosis. She explains that treatment with two 12-day infusion courses resulted in significant preservation of endogenous insulin production, with 95% of participants maintaining peak C-peptide levels above the study threshold at week 78. The hosts discuss the importance of preserving residual beta-cell function, emphasizing its potential role in improving glycemic stability, reducing hypoglycemia risk, and supporting better long-term outcomes for individuals who will live with type 1 diabetes for decades.Isaacs and Bellini explore how this new indication may change the approach to type 1 diabetes screening, particularly among first-degree relatives and individuals at higher risk for autoimmune disease. They note that identifying people in stage 2 type 1 diabetes remains challenging because patients are typically asymptomatic, but the availability of treatment at stage 3 provides clinicians with a new opportunity to intervene soon after diagnosis.The hosts discuss how having an approved therapy may encourage more families to pursue screening and identify additional individuals with early-stage disease. They also address practical considerations, including the importance of starting treatment within the appropriate window, coordinating the two infusion courses, supporting families through treatment logistics, and ensuring access through insurance coverage.The discussion then shifts to the FDA clearance of Dexcom Stelo, the first over-the-counter glucose biosensor cleared for pediatric use in children ages 2 years and older who do not use insulin. Isaacs highlights how this technology could improve access to glucose monitoring for children with prediabetes, type 2 diabetes, or those seeking greater insight into how food, activity, and lifestyle factors influence glucose patterns.The hosts emphasize that expanded access to glucose monitoring could play an important role in helping families make informed decisions about diabetes management. However, they clarify that individuals using insulin require prescription continuous glucose monitoring systems with additional safety features, including hypoglycemia alerts and predictive low glucose notifications.Finally, Isaacs and Bellini discuss the pediatric approval of inhaled insulin as another significant milestone in diabetes care. They review its potential as an alternative to mealtime injections and highlight the opportunity to provide more flexibility for children and families managing type 1 diabetes. The conversation also addresses implementation considerations, including baseline lung function testing, provider familiarity, and adapting clinical workflows to incorporate new treatment approaches.The episode concludes by reflecting on the rapid progress occurring in pediatric diabetes care. With advances in immune-modulating therapies, glucose monitoring technology, and insulin delivery options, the hosts highlight a new era of personalized diabetes management focused on preserving insulin function, improving access, and optimizing outcomes for young people living with diabetes.Editors' Note: Isaacs reports disclosures with Dexcom, Abbott, Lilly, Novo Nordisk, Medtronic, Insulet, and others. Bellini reports disclosures with Abbott Diabetes Care, MannKind, Povention Bio, and others.References1: Sanofi. Press Release: Sanofi's Tzield approved in the US as the first disease-modifying therapy for patients recently diagnosed with stage 3 type 1 diabetes. June 12, 2026. Accessed June 18, 2026. https://www.sanofi.com/en/media-room/press-releases/2026/2026-06-12-22-09-58-33113492: US Food and Drug Administration. FDA Clears First Over-the-Counter Continuous Glucose Monitor for Children. June 12, 2026. Accessed June 18, 2026. https://www.fda.gov/news-events/press-announcements/fda-clears-first-over-counter-continuous-glucose-monitor-children3: Livingston R. FDA Approves Inhaled Insulin Afrezza for Pediatric Patients With Diabetes. HCPLive. May 29, 2026. Accessed June 18, 2026. https://www.hcplive.com/view/fda-approves-inhaled-insulin-afrezza-pediatric-patients-diabetes

Tech Update | BNR
Hackers lekken gestolen data van Novo Nordisk op het dark web

Tech Update | BNR

Play Episode Listen Later Jun 17, 2026 4:03


Een cybercriminele bende heeft ruim een terabyte aan data van de Deense farmaceut Novo Nordisk gestolen en ongeveer een kwart daarvan op het dark web gepubliceerd. De data bevat onder andere informatie over nog niet aangekondigde medicijnen die Novo Nordisk ontwikkelt. Niels Kooloos vertelt erover in deze Tech Update. Novo Nordisk meldde afgelopen week al dat er sprake was van een cyberincident bij het bedrijf waarbij een partij ongeoorloofd toegang wist te krijgen tot de IT-systemen, maar noemde niet welke partij dat was. Het blijkt nu te gaan om de afpersgroep FulcrumSec, die de aanval opeist. Het is nog niet bevestigd of de gestolen data die nu op het dark web staat daadwerkelijk afkomstig is van Novo Nordisk, hoewel het daar wel op lijkt. Daarnaast wil Novo Nordisk niet bevestigen dat FulcrumSec achter het incident zit. Verder in deze Tech Update: Klanten van het Belgische telecombedrijf Telenet krijgen al jaren facturen uit het jaar 1900 See omnystudio.com/listener for privacy information.

Goldesel x Investflow - Aktientalk
Wir haben diese Aktien gekauft / Europa völlig verloren bei KI / Novo Nordisk mit guten Nachrichten

Goldesel x Investflow - Aktientalk

Play Episode Listen Later Jun 17, 2026 39:04 Transcription Available


Ledelse med vilje
Lars Fruergaard Jørgensen: Livet efter Novo Nordisk

Ledelse med vilje

Play Episode Listen Later Jun 17, 2026 45:47 Transcription Available


Hvordan er det at stå i spidsen for Danmarks største virksomhed – og hvad sker der, når man pludselig ikke gør længere? I dette særafsnit af Ledelse med vilje møder vi Lars Fruergaard Jørgensen på Folkemødet på Bornholm til en samtale om livet som topchef, om at miste magten og om at finde mening i en ny tilværelse – og om, hvorvidt det kan føles lige så meningsfuldt at lege med sit barnebarn på stuegulvet, som det er at hjælpe millioner af mennesker med livsvigtig behandling. Optaget live på Folkemødet. Vært: Anders Hvass Producer: Kathrine Wismann Musik: Christian Schødts-Sørensen Programmet er produceret af R*******k Productions for Lederstof.dk, som udgives af Lederne. Læs mere på www.lederstof.dk

Cierre de mercados
Cierre de Mercados 17/06/2026

Cierre de mercados

Play Episode Listen Later Jun 17, 2026 53:59


La batalla por acaparar el mercado de los medicamentos contra la obesidad llega a China. Novo Nordisk ya adelantó a Eli Lilly con la aprobación de su píldora en EEUU hace unos meses y ahora pretende hacer lo mismo en el mercado chino. Un movimiento estratégico con el que la farmacéutica danesa busca reforzar su posición frente a su principal rival, Eli Lilly, en uno de los mercados más codiciados del mundo. La inflación de la eurozona repunta dos décimas en mayo hasta el 3,2% interanual, en línea con lo estimado. Es el mayor incremento del coste de la vida desde septiembre de 2023 mientras que la subyacente se acelera al 2,6%. En Reino Unido, sin embargo, el IPC repunta al 2,8%, por debajo de las previsiones de los analistas. En clave empresarial, BMW revisa a la baja sus pronósticos de beneficio y ventas para este año debido a la mala situación del mercado automovilístico en China y los efectos de la guerra en Irán. Entrevistaremos a Mónica Sorribas, de Ubilibet, para hablar de cómo los ciberdelincuentes se preparan paa la campaña de verano y a Fernando Palau, experto de TaxDown, para hablar de las joyas del caso Zapatero desde un punto de vista fiscal. En la Tertulia nos acompañarán Isabel Giménez, directora de la Fundación de Estudios Bursátiles y Financieros y José Ramón Pin Arboledas, profesor emérito del IESE.

Mercado Abierto
Repaso de la jornada en el Viejo Continente

Mercado Abierto

Play Episode Listen Later Jun 16, 2026 6:59


Commerzbank, STMicroelectronics, JCDecaux, Novo Nordisk, Rolls-Royce Holdings Plc... bajo la lupa de Josep Prats, gestor de fondos de Abante Asesores

TD Ameritrade Network
How LLY Overtook NVO in GLP-1 Space & Offering LLY Options Trade

TD Ameritrade Network

Play Episode Listen Later Jun 15, 2026 6:18


The GLP-1 race "is not fair to call a race anymore," argues Scott Zari when comparing Eli Lilly (LLY) and Novo Nordisk (NVO), calling the former a clear winner. He explains how Eli Lilly pulled ahead in the market and ways it's bolstering healthcare offerings in ways he sees Novo Nordisk lagging. Tom White offers an example options trade for Eli Lilly. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Pharma and BioTech Daily
Novartis' $23M RNA Breakthrough & Tavneos FDA Battle | Pharma and Biotech Daily

Pharma and BioTech Daily

Play Episode Listen Later Jun 15, 2026 5:19


Good morning from Pharma Daily: the podcast that brings you the most important developments in the pharmaceutical and biotech world. Today, we'll explore a series of pivotal advancements and challenges shaping the industry landscape—ranging from scientific breakthroughs to regulatory maneuvers, all underscoring the sector's dynamic evolution. Novartis has made headlines with its investigational drug, Delpacibart Braxlosiran, which successfully met primary endpoints in a Phase 1/2 trial for treating Facioscapulohumeral Muscular Dystrophy (FSHD). This RNA therapy utilizes an antibody-oligonucleotide conjugate to target the DUX4 gene, a significant cause of FSHD. The promising results not only mark a potential therapeutic breakthrough for this debilitating neuromuscular disease but also highlight Novartis' commitment to innovative treatments in rare diseases. In parallel, Enliven Therapeutics has reported positive outcomes from a Phase 1 trial of ELVN-001 for patients with Chronic Myeloid Leukemia (CML), who are heavily pretreated. This small molecule tyrosine kinase inhibitor shows improved efficacy, offering hope for those who have exhausted existing treatment options. As ELVN-001 progresses into later-stage trials, it may significantly enhance therapeutic options and outcomes for CML patients. Regulatory activities remain at the forefront, exemplified by Amgen's engagement with the Duke Clinical Research Institute to defend Tavneos amid an FDA push for market withdrawal. This illustrates the intricate complexity of regulatory processes and the importance of evidence-based advocacy in preserving access to critical therapies. In another regulatory development, Guardant Health's Guardant360 CDx has received FDA approval as a companion diagnostic for Boehringer Ingelheim's Hernexeos targeting HER2-mutant non-small cell lung cancer. The approval emphasizes the growing significance of liquid biopsy technologies in personalized oncology care, offering precise and less invasive diagnostic solutions. In business development news, strategic collaborations are gaining momentum. Simcere Pharmaceutical has partnered with Stanford Medicine to develop first-in-class therapies for Idiopathic Pulmonary Fibrosis. Meanwhile, Ildong Pharmaceutical and Welt are joining forces to create AI-driven digital therapeutics. These alliances reflect an increasing trend towards integrating cutting-edge technology and cross-disciplinary expertise to accelerate drug discovery and development. Funding dynamics within the sector are evolving, as seen with Neion Bio's successful Series A fundraising of $23 million aimed at enhancing its biologics manufacturing platform. Similarly, Human Continuum secured $5.13 million to advance its exosome-based regenerative medicine platform. These investments underscore a strong focus on innovative platform technologies promising to transform therapeutic modalities and manufacturing processes. Not all news is positive, however; Jazz Pharmaceuticals and PharmaMar faced setbacks as their Phase 3 trial for Zepzelca (Lurbinectedin) failed to meet its overall survival endpoint in metastatic small cell lung cancer. This highlights the inherent challenges in oncology drug development and underscores the need for continuous innovation. Regulatory hurdles persist as well, evidenced by Camurus receiving a second complete response letter from the FDA regarding Oclaiz (Octreotide) due to manufacturing concerns. The industry is also navigating cybersecurity challenges, as seen with Novo Nordisk's recent data breach incident. This breach underscores vulnerabilities within biopharma companies concerning intellectual property and patient data protection. It serves as a stark reminder of the necessity for robust cybersecurity measures to safeguard sensitive information critical to clinical trials and corporate integrity. Meanwhile, strategic planning remains essential as Astellas confronts a looming $6 billion patent cliff with Xtandi, its prostate cancer drug. The company's five-year strategy focuses on cost savings while sustaining innovation and competitiveness amidst impending revenue declines. The biotechnology sector continues to thrive amidst these challenges, evidenced by record levels of initial public offerings (IPOs). Despite broader economic uncertainties, investor confidence remains robust, highlighting biotech's potential for groundbreaking advancements and lucrative returns. Finally, artificial intelligence is making significant strides across health agencies, with a reported 148% increase at the FDA by 2025 alone. This surge in AI integration highlights its transformative potential in regulatory processes and healthcare delivery—offering opportunities to enhance efficiency and decision-making within the sector. In summary, today's developments encapsulate the vibrant pharmaceutical and biotech industries characterized by scientific innovation, regulatory intricacies, strategic collaborations, and financial maneuvers. These advancements offer new hope for patients while navigating complex landscapes that demand continuous innovation and compliance—a balance that defines success in this ever-evolving sector.Support the show

The Deep Dive Radio Show and Nick's Nerd News
Your Breaches of the Week! June 8 to June 14, 2026

The Deep Dive Radio Show and Nick's Nerd News

Play Episode Listen Later Jun 14, 2026 27:07


ServiceNow, Nexstar, Meta, Instagram, Novo Nordisk and the Iranian Banking sector are all part of this week's breaches...

Pathfinders in Biopharma
How it feels in the eye of an M&A bidding war

Pathfinders in Biopharma

Play Episode Listen Later Jun 13, 2026 35:24


A growing number of biotechs are defying the perception that you need the might of big pharma to launch a new drug. But there's always the prospect of an offer that simply can't be refused. Three leaders who recently sold companies – Whit Bernard (Metsera), Mike MacLean (Avidity), and Gregory Kunst (Aurion) – shared their experiences, and their views on M&A trends in the sector, at RBC's recent Global Healthcare Conference.Key points:Metsera managed to stay focused on business through a high-stakes bidding war.A strong sense of its own value helped Avidity to its Novartis buyout.In a tough capital-raising landscape, biotechs need to be open to partnerships with bigger firms.While the patent cliff is spurring pharma deals, corporates have a variety of M&A objectives.A series of successful drug launches by small innovators may signal the end of investors' ‘short the launch' strategy.Introductions [00:07]Host Joe Colletti introduces highlights from the M&A panel at RBC's Global Healthcare Conference, featuring Brian Abrahams and colleagues posing questions to Whit Bernard (Metsera), Mike MacLean (Avidity), and Gregory Kunst (Aurion).Biotech histories [01:01]Each of the execs outlines the background to their former companies and the therapies they developed.Avidity's experiences [05:43]Mike MacLean discusses the experience of negotiating with Novartis, through multiple bids and a decision by Avidity to pursue its own capital raise before the eventual acquisition.Metsera's experiences [09:32]Whit Bernard recalls how Metsera responded to becoming the subject of a competitive deal between Pfizer and Novo Nordisk. Capital raising methods [11:53]Gregory Kunst suggests CEOs should be open to raising capital through strategic partnerships as well as traditional institutional funding.What pharmas want [14:07]Big pharma is broadly incentivized by the patent cliff, but biotechs need to understand the varying objectives of different companies.Short the launch strategy [23:42]Investors are taking a different view of start-ups' capabilities as more small and mid-sized biotechs commercialize their own innovations.

Plus
Hlavní zprávy - rozhovory a komentáře: Investice firmy NovoNordisk v Česku. Léky na hubnutí u dětí. Malíř David Hockney. Memento Lidice

Plus

Play Episode Listen Later Jun 12, 2026 19:49


Jak důležité je pro zdejší farmaceutický průmysl spuštění nové výroby léků na hubnutí? Měly by léky proti obezitě hradit dětem od 12 let pojišťovny? Budou se díla Davida Hockneyho po jeho smrti prodávat za ještě vyšší ceny, než jsou dosavadní miliardové rekordy? A kolik lidí dnes přijde rozsvítit světlo do vypálených domů v Lidicích?

Pharma and BioTech Daily
Takeda's Zasocitinib Beats Sotyktu in Phase 3 Trial | Pharma and Biotech Daily

Pharma and BioTech Daily

Play Episode Listen Later Jun 12, 2026 5:03


Good morning from Pharma Daily: the podcast that brings you the most important developments in the pharmaceutical and biotech world. Today, we're diving into a series of remarkable updates that highlight the dynamic evolution of drug development, regulatory landscapes, and industry strategies. Takeda has made waves with its TYK2 inhibitor, Zasocitinib, which recently outperformed Bristol Myers Squibb's Sotyktu in a pivotal Phase 3 trial for plaque psoriasis. This trial is particularly noteworthy as it involves TYK2 inhibitors, a class of drugs targeting tyrosine kinase 2 to modulate immune responses. The success of Zasocitinib not only strengthens Takeda's competitive position but also underscores the potential of these inhibitors in treating autoimmune conditions like psoriasis. As we look forward to its market launch next year, this development represents a significant stride in the realm of targeted therapies aimed at complex diseases. Shifting gears to regulatory advancements, Johnson & Johnson's Darzalex (daratumumab) has received endorsement from NICE for its quadruplet therapy in newly diagnosed transplant-ineligible multiple myeloma cases. This approval is based on favorable Phase 3 trial results and highlights the therapeutic potential of targeting CD38 on myeloma cells. This marks a crucial step in offering potent treatment options to patients who cannot undergo transplants, emphasizing the growing importance of combination therapies in oncology. In another significant development, Johnson & Johnson is expanding its rare disease portfolio with promising Phase 2/3 trial data for Imaavy. Poised to become the first approved treatment for warm autoimmune hemolytic anemia, this advancement highlights the industry's pivot towards addressing rare diseases with limited treatment options. In India, AstraZeneca has secured CDSCO approval for Enhertu (trastuzumab deruxtecan) combined with pertuzumab as a first-line treatment for HER2-positive unresectable or metastatic breast cancer. This approval signifies a milestone in HER2-targeted therapies, spotlighting the pivotal role of antibody-drug conjugates that deliver cytotoxic agents directly to cancer cells, enhancing efficacy while minimizing systemic exposure. Moving on to business developments, Servier's partnership with N-Lorem Foundation to develop antisense oligonucleotide therapies for rare neurological disorders reflects the industry's increasing focus on precision medicine. This collaboration underscores the burgeoning interest in nucleic acid-based therapies aimed at addressing genetic disorders lacking effective treatments. On the financial front, Kardigan's planned $320 million IPO signals robust confidence in advancing cardiovascular pipeline assets. This move highlights Kardigan's commitment to tackling substantial unmet needs in cardiovascular diseases—an area still rife with challenges despite existing therapies. From a regulatory perspective, China's update of its Good Clinical Practice guidelines aims to streamline clinical trial processes, fostering biotech innovation. This change is expected to enhance drug development efficiency and attract global biotech investments to China's rapidly growing pharmaceutical market. Meanwhile, Pfizer CEO Albert Bourla has raised concerns about Germany's healthcare reform plans, warning that they might deter future investments. His comments underscore the delicate balance between cost containment policies and maintaining an environment conducive to pharmaceutical innovation. Additionally, Novo Nordisk's CEO Mike Doustdar expressed optimism about the company's strategic focus on market positioning through innovation and efficiency improvements. This aligns with broader industry trends where large pharma companies strive to maintain leadership roles amid fierce competition. Eli Lilly's sponsorship of short films premiered at Tribeca Festival illustrates an industry-wide trend toward patient-centric approaches and authentic portrayals of people with diseases onscreen. Such efforts aim to enhance communication strategies that resonate with diverse audiences. Furthermore, transformative technologies like cell and gene therapies are gradually moving towards mainstream clinical adoption. This transition necessitates zero-tolerance logistics to ensure these complex therapies reach patients safely and effectively—a paradigm shift offering potential cures but also posing logistical challenges. Finally, industry events such as ASCO continue to spotlight cutting-edge research developments in oncology. Such conferences are pivotal in advancing treatment paradigms and fostering collaborations that drive innovation across the sector. These updates reflect a period marked by groundbreaking scientific advances and strategic initiatives poised to reshape patient care and global healthcare solutions. As companies navigate these complexities while addressing regulatory and economic challenges, maintaining a focus on innovation will be key in charting future growth trajectories within the pharmaceutical and biotech sectors.Support the show

Radiožurnál
Hlavní zprávy - rozhovory a komentáře: Investice firmy NovoNordisk v Česku. Léky na hubnutí u dětí. Malíř David Hockney. Memento Lidice

Radiožurnál

Play Episode Listen Later Jun 12, 2026 19:49


Jak důležité je pro zdejší farmaceutický průmysl spuštění nové výroby léků na hubnutí? Měly by léky proti obezitě hradit dětem od 12 let pojišťovny? Budou se díla Davida Hockneyho po jeho smrti prodávat za ještě vyšší ceny, než jsou dosavadní miliardové rekordy? A kolik lidí dnes přijde rozsvítit světlo do vypálených domů v Lidicích?

Hlavní zprávy - rozhovory a komentáře
Investice firmy NovoNordisk v Česku. Léky na hubnutí u dětí. Malíř David Hockney. Memento Lidice

Hlavní zprávy - rozhovory a komentáře

Play Episode Listen Later Jun 12, 2026 19:49


Jak důležité je pro zdejší farmaceutický průmysl spuštění nové výroby léků na hubnutí? Měly by léky proti obezitě hradit dětem od 12 let pojišťovny? Budou se díla Davida Hockneyho po jeho smrti prodávat za ještě vyšší ceny, než jsou dosavadní miliardové rekordy? A kolik lidí dnes přijde rozsvítit světlo do vypálených domů v Lidicích?Všechny díly podcastu Hlavní zprávy - rozhovory a komentáře můžete pohodlně poslouchat v mobilní aplikaci mujRozhlas pro Android a iOS nebo na webu mujRozhlas.cz.

ESC TV Today – Your Cardiovascular News
Season 4 - Ep.11: Extended interview on transcatheter treatment of tricuspid regurgitation

ESC TV Today – Your Cardiovascular News

Play Episode Listen Later Jun 11, 2026 11:34


Host: Wilfried Mullens Guest: Stephan Baldus Want to watch that extended interview, go to: https://esc365.escardio.org/event/2560?resource=interview Want to watch that entire episode? Go to: https://esc365.escardio.org/event/2560   Disclaimer ESC TV Today is supported by Novartis and Novo Nordisk through an independent funding. The programme has not been influenced in any way by its funding partners. This programme is intended for health care professionals only and is to be used for educational purposes. The European Society of Cardiology (ESC) does not aim to promote medicinal products nor devices. Any views or opinions expressed are the presenters' own and do not reflect the views of the ESC. All declarations of interest are listed at the end of the episode. The ESC is not liable for any translated content of this video. The English language always prevails. ESC TV Today uses a range of tools and resources (including AI) to support content production. All content is reviewed and approved by the editorial team. Statements and opinions expressed by guest speakers are their own.   Declarations of interests Stephan Achenbach, Yasmina Bououdina, Nicolle Kraenkel and Wilfried Mullens have declared to have no potential conflicts of interest to report. Carlos Aguiar has declared to have potential conflicts of interest to report: personal fees for consultancy and/or speaker fees from Abbott, AbbVie, Alnylam, Amgen, AstraZeneca, Bayer, BiAL, Boehringer-Ingelheim, Daiichi-Sankyo, Ferrer, Gilead, GSK, Lilly, Novartis, Novo Nordisk, Pfizer, Sanofi, Servier, Takeda, Tecnimede, Viatris. Stephan Baldus has declared to have potential conflicts of interest to report: research grant from Abbott, lecture fees from Abbott and Edwards. John-Paul Carpenter has declared to have potential conflicts of interest to report: stockholder MyCardium AI. Davide Capodanno has declared to have potential conflicts of interest to report: Abbott Vascular, Bristol Myers Squibb, Daiichi Sankyo, Edwards Lifesciences, Novo Nordisk, Sanofi Aventis, Terumo. David Duncker has declared to have potential conflicts of interest to report: lecture honoraria from Abbott, Astra Zeneca, Biotronik, Boehringer Ingelheim, Boston Scientifics, Bristol Meyers Squibb, CVRx, Daiichi Sankyo, Medtronic, Microport, Pfizer, Sanofi, Zoll. Konstantinos Koskinas has declared to have potential conflicts of interest to report: honoraria from MSD, Daiichi Sankyo, Sanofi. Felix Mahfoud has declared to have potential conflicts of interest to report: research grants from Deutsche Forschungsgemeinschaft (SFB TRR219), Deutsche Gesellschaft für Kardiologie (DGK), Deutsche Herzstiftung, Ablative Solutions, ReCor Medical. Consulting fees, payment honoraria lectures, presentations, speaker, support travel costs: Ablative Solutions, Astra-Zeneca, Novartis, Inari, Recor Medical, Medtronic, Philips, Merck. Steffen Petersen has declared to have potential conflicts of interest to report: consultancy for Circle Cardiovascular Imaging Inc. Calgary, Alberta, Canada. Emma Svennberg has declared to have potential conflicts of interest to report: Abbott, Astra Zeneca, Bayer, Bristol-Myers, Squibb-Pfizer, Johnson & Johnson.

ESC TV Today – Your Cardiovascular News
Season 4 - Ep.11: Transcatheter treatment of tricuspid regurgitation - Carcinoid heart disease

ESC TV Today – Your Cardiovascular News

Play Episode Listen Later Jun 11, 2026 21:47


This episode covers: Cardiology This Week: A concise summary of recent studies Transcatheter treatment of tricuspid regurgitation Carcinoid heart disease Milestones: MADIT-II Trial Host: Wilfried Mullens Guests: Stephan Baldus, Heidi Connolly and Konstantinos Koskinas Want to watch that episode? Go to: https://esc365.escardio.org/event/2560 Want to watch that extended interview on transcatheter treatment of tricuspid regurgitation, go to: https://esc365.escardio.org/event/2560?resource=interview   Disclaimer  ESC TV Today is supported by Novartis and Novo Nordisk through an independent funding. The programme has not been influenced in any way by its funding partners. This programme is intended for health care professionals only and is to be used for educational purposes. The European Society of Cardiology (ESC) does not aim to promote medicinal products nor devices. Any views or opinions expressed are the presenters' own and do not reflect the views of the ESC. All declarations of interest are listed at the end of the episode. The ESC is not liable for any translated content of this video. The English language always prevails. ESC TV Today uses a range of tools and resources (including AI) to support content production. All content is reviewed and approved by the editorial team. Statements and opinions expressed by guest speakers are their own.   Declarations of interests Stephan Achenbach, Yasmina Bououdina, Heidi Connolly, Nicolle Kraenkel and Wilfried Mullens have declared to have no potential conflicts of interest to report. Carlos Aguiar has declared to have potential conflicts of interest to report: personal fees for consultancy and/or speaker fees from Abbott, AbbVie, Alnylam, Amgen, AstraZeneca, Bayer, BiAL, Boehringer-Ingelheim, Daiichi-Sankyo, Ferrer, Gilead, GSK, Lilly, Novartis, Novo Nordisk, Pfizer, Sanofi, Servier, Takeda, Tecnimede, Viatris. Stephan Baldus has declared to have potential conflicts of interest to report: research grant from Abbott, lecture fees from Abbott and Edwards. John-Paul Carpenter has declared to have potential conflicts of interest to report: stockholder MyCardium AI. Davide Capodanno has declared to have potential conflicts of interest to report: Abbott Vascular, Bristol Myers Squibb, Daiichi Sankyo, Edwards Lifesciences, Novo Nordisk, Sanofi Aventis, Terumo. David Duncker has declared to have potential conflicts of interest to report: lecture honoraria from Abbott, Astra Zeneca, Biotronik, Boehringer Ingelheim, Boston Scientifics, Bristol Meyers Squibb, CVRx, Daiichi Sankyo, Medtronic, Microport, Pfizer, Sanofi, Zoll. Konstantinos Koskinas has declared to have potential conflicts of interest to report: honoraria from MSD, Daiichi Sankyo, Sanofi. Felix Mahfoud has declared to have potential conflicts of interest to report: research grants from Deutsche Forschungsgemeinschaft (SFB TRR219), Deutsche Gesellschaft für Kardiologie (DGK), Deutsche Herzstiftung, Ablative Solutions, ReCor Medical. Consulting fees, payment honoraria lectures, presentations, speaker, support travel costs: Ablative Solutions, Astra-Zeneca, Novartis, Inari, Recor Medical, Medtronic, Philips, Merck. Steffen Petersen has declared to have potential conflicts of interest to report: consultancy for Circle Cardiovascular Imaging Inc. Calgary, Alberta, Canada. Emma Svennberg has declared to have potential conflicts of interest to report: Abbott, Astra Zeneca, Bayer, Bristol-Myers, Squibb-Pfizer, Johnson & Johnson.

Pharma and BioTech Daily
Pfizer CEO Rethinks Germany Investments Amid Reform Concerns | Pharma and Biotech Daily

Pharma and BioTech Daily

Play Episode Listen Later Jun 11, 2026 4:58


Good morning from Pharma Daily: the podcast that brings you the most important developments in the pharmaceutical and biotech world. The pharmaceutical and biotech industries are undergoing significant transformations, driven by scientific advancements, regulatory changes, and strategic investments. These developments are shaping the landscape of drug development and patient care in profound ways. In recent news, Pfizer's CEO, Albert Bourla, is reconsidering investments in Germany due to proposed healthcare reforms. These reforms have sparked concerns about their potential impact on the pharmaceutical industry. This situation highlights the intricate balance between regulatory frameworks and corporate strategies, illustrating how policy changes can influence investment decisions and operational strategies within the pharma sector. The tension between regulatory environments and corporate interests is a recurring theme that continues to shape strategic directions within the industry. Meanwhile, heightened scrutiny over biotechnology operations is evident with Wuxi AppTec's inclusion on the Pentagon's blacklist under the Biosecure Act. This move reflects growing concerns about biosecurity and the necessity for stringent oversight in handling sensitive biotechnological advancements. Such actions underscore a global focus on safeguarding national security while fostering scientific innovation. Teva Pharmaceuticals is navigating restructuring efforts by laying off 250 employees at its Active Pharmaceutical Ingredients unit as it seeks a new owner. This restructuring underscores the challenges companies face in maintaining operational efficiency amid ownership transitions. These challenges are emblematic of broader industry dynamics where companies strive to adapt to changing market conditions while ensuring stability and growth. On the scientific front, Novo Nordisk's cagrisema and Eli Lilly's retatrutide are emerging as next-generation incretin therapies. Although early comparisons have been made, Novo Nordisk's chief scientific officer suggests it is premature to declare a definitive leader. This competition reflects the dynamic nature of drug development as companies strive to innovate and improve treatment options continuously. Additionally, Sonothera's successful $125 million Series B funding round for its bubble-based genetic delivery system highlights the biotech industry's momentum fueled by mergers and acquisitions (M&A) and partnerships. Such technologies promise to advance genetic therapies by enhancing delivery mechanisms, potentially transforming treatment paradigms for various genetic disorders. AbbVie's Skyrizi narrowly surpassing Johnson & Johnson's Tremfya in May drug ad spending underscores the competitive nature of pharmaceutical marketing. Despite a general slump in advertising expenditures among leading drugs, strategic marketing remains crucial for maintaining brand presence and market share. Increased M&A activity and partnerships are further bolstering the industry's growth trajectory. The resurgence of Initial Public Offerings (IPOs) and venture capital funding is fostering innovation and expansion within the sector, providing fuel for continued advancement in biotech. On the regulatory front, Johnson & Johnson's Darzalex received a new endorsement from NICE after a prior reversal. Such regulatory updates emphasize the evolving nature of drug approvals and market access strategies essential for pharmaceutical companies' success. Novartis' second deal with Orionis Biosciences worth up to $1.4 billion exemplifies strategic investments aimed at expanding research capabilities and addressing unmet medical needs through molecular glue technologies targeting challenging therapeutic areas. Conversely, Sanofi's decision to halt a Phase 3 autoimmune trial due to insufficient efficacy highlights the inherent risks in drug development pipelines. These setbacks emphasize the importance of robust clinical trial designs and adaptability in R&D strategies. Emerging insights into GLP-1 drugs like Novo Nordisk's semaglutide reveal potential antidepressant effects linked to gut microbiota modulation. These findings open new avenues for exploring psychiatric applications of metabolic drugs, although conflicting data necessitates further investigation. Overall, these developments illustrate a complex interplay of scientific innovation, regulatory dynamics, and strategic corporate actions driving the future of pharmaceuticals and biotechnology. The sector continues to navigate challenges while capitalizing on opportunities to enhance patient care through advanced therapeutic solutions. The industry's trajectory promises transformative impacts on patient care through novel therapies designed not only to treat symptoms but also address root causes via innovative science-driven solutions. As these advancements unfold, they herald a new era of targeted, effective treatments that hold promise for improving patient outcomes across diverse medical landscapes.Support the show

DozeCast - Cardiologia
Risco residual: LDL controlado, mas ainda com risco de infarto? - Ft. Dr. Eduardo Lima (DozeCast 228)

DozeCast - Cardiologia

Play Episode Listen Later Jun 11, 2026 77:20


Você otimizou o LDL. Chegou na meta de ApoB. E o paciente volta meses depois com um novo evento. Neste episódio especial, com apoio da Novo Nordisk, Diandro Mota e William Batah recebem o Dr. Eduardo Lima, doutor em Cardiologia pela USP, professor colaborador e supervisor da Residência em Cardiologia da FMUSP/InCor e Head Nacional de Cardiologia da Rede Américas, para uma conversa que pode redefinir como você enxerga o risco residual. A tese é direta: a aterosclerose nunca foi só uma doença de colesterol. Ela é imunometabólica, e a inflamação subclínica pode ser o elo que faltava.O que você vai aprender:

Mercado Abierto
Análisis del día en las Bolsas Europeas

Mercado Abierto

Play Episode Listen Later Jun 10, 2026 7:43


Nos centramos hoy en SAP, Soitec, Renault, Novo Nordisk... Con Pablo García, director general de Divacons Alphavalue

BioSpace
Lilly tees off with Novo at ADA, GSK's $10.6B deal, FDA reform continues in Makary's absence

BioSpace

Play Episode Listen Later Jun 10, 2026 25:02


Everything came up roses for Eli Lilly at the American Diabetes Association, as the pharma boasted positive results for its new pill Foundayo and next-gen asset retatrutide—not just for weight loss but also for other indications.Obesity rival Novo Nordisk, meanwhile, held a dinner, during which executives may have convinced analysts that the company is turning a corner after a rough couple of years.Also check out ADA updates from Roche and partner Zealand Pharma, Boehringer Ingleheim, Pfizer (touting results from its Metsera buy), AstraZeneca, Kailera Therapeutics and more.Outside of ADA, the biggest news of the past week came on Tuesday with GSK striking the biggest traditional pharma/biotech M&A of the year so far with its $10.6 billion acquisition of oncology focused Nuvalent Bio. And on Monday, J&J notched a smaller deal, buying out Firefly Bio for $1B. These deals add to continued uptick in M&A seen in biopharma this year, with much of that momentum being driven by Eli Lilly and its GLP-1 cash.At an FDA listening meeting last week on the Commissioner's National Priority Voucher program, the agency heard multiple calls to pause it. Confusion also still persists around all of the new rare disease pathways, including the new plausible mechanism framework.

Alles auf Aktien
Ultimative SpaceX-Anleitung und unterschätztes Einzeltitel-Risiko

Alles auf Aktien

Play Episode Listen Later Jun 9, 2026 23:49 Transcription Available


In der heutigen Folge sprechen die Finanzjournalisten Lea Oetjen und Daniel Eckert über die Siri-Revolution von Apple, einen Milliarden-Deal von Intel und eine profitable Erfrischung von Adidas. Außerdem geht es um Nvidia, Alphabet, Marvell Technology, Micron, Applied Materials, KLA Corp., Lam Research, Corning, Amazon, Vonovia, TAG Immobilien, Aroundtown, LEG Immobilien, Airbus, Tui, Lufthansa, BASF, Symrise, Evonik, Lanxess, Zealand Pharma, Eli Lilly, Novo Nordisk, Strategy, Jenoptik, SMA Solar, Westwing, Krones, Microsoft, Broadcom, TSMC, Meta, Tesla, iShares MSCI ACWI (WKN: A1JMDF) und Invesco FTSE All-World ETF (WKN: A3D7QX). Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und - ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

DC EKG
"REFILL" - The Economics of Ozempic and Other Weight Loss Drugs (Originally Aired: May 2024)

DC EKG

Play Episode Listen Later Jun 8, 2026 43:20


DC EKG with Joe GroganThe Economics of Ozempic and Other Weight Loss DrugsEpisode 136.5 (“Prescription Refill” – A replay from the archives)Original Air Date: May 2024In this episode, Joe Grogan welcomes Ben Ippolito, Senior Fellow in Economic Policy Studies at the American Enterprise Institute, to discuss the rapidly evolving economics of GLP-1 weight loss drugs like Ozempic and Wegovy.Ben explains the two main competitors in this market—Novo Nordisk's Ozempic and Wegovy versus Eli Lilly's Mounjaro and Zepbound. Revealing how insurance coverage decisions drive pharmaceutical marketing strategy.The conversation reveals a critical irrationality in Medicare policy: the statutory prohibition on covering weight loss drugs despite their profound clinical and quality-of-life benefits. Yet these same drugs are covered for diabetes and cardiovascular risk reduction.Ben explores the surprising economics of drug pricing through gross-to-net pricing—the massive gap between list prices and what insurers actually pay through rebates and discounts.The episode examines critical implications of the Inflation Reduction Act's price negotiation provisions. Once Medicare negotiates Ozempic's price, that same price applies to all products using the same active ingredient. This creates cascading market effects: competitors must match those prices to remain on formularies, new entrants face lower pricing power even if clinically superior, and pharmaceutical companies may abandon promising programs due to regulatory uncertainty.Ben argues Congress doesn't need to act immediately to expand Medicare coverage, but likely will within a few years.Joe and Ben discuss unintended consequences of government price regulation, including effects on innovation and drug development pipelines. They explore how price controls announced before elections affect pharmaceutical strategy and development timelines.Concluding with Ben's research on Medicare Advantage and why both Democrats and Republicans scrutinize this private alternative to traditional Medicare. With over 50 percent of seniors enrolled in Medicare Advantage plans, bipartisan interest in reform is reshaping healthcare policy conversations on Capitol Hill.Key TopicsGLP-1 drugs, Ozempic, Wegovy, Mounjaro, Zepbound, weight loss medications, obesity treatment, Medicare coverage, drug pricing, Inflation Reduction Act, pharmaceutical competition, rebates, gross-to-net pricing, health economics, cardiovascular benefits, diabetes treatment, Medicare Advantage, healthcare policy, innovation incentivesKey Timestamps00:00 Cold Open: "Turned Up to 11"00:24 Welcome to DC EKG00:46 Meet Ben Ippolito (AEI)03:48 The GLP-1 Landscape: Ozempic, Wegovy, and the Field05:04 One Drug, Two Names06:45 Medicare's Weight-Loss Coverage Ban07:21 Blockbusters and Big Effect Sizes09:32 Why Isn't Congress Acting?10:17 Why It Costs Less Than You Think12:34 The Coverage Irrationality14:05 Quality of Life as a Real Benefit15:17 Beyond Weight: Cravings and Addiction18:21 Devil's Advocate: Why Cover It At All?19:48 Gross-to-Net and the Rebate Problem22:41 Why Can't You Just Pay Cash?25:43 The IRA and the Ozempic Price Cut27:32 One Ingredient, One Price30:10 Unintended Consequences in Part D34:01 New Competitors and Killed Programs38:03 What's Next: Medicare Advantage42:04 Wrap-Up and CreditsAbout the Guest(As of May 2024) Ben Ippolito is a Senior Fellow in Economic Policy Studies at the American Enterprise Institute. He holds a PhD and Master's degree in Economics from the University of Wisconsin-Madison and a Bachelor's degree in Mathematics and Economics from Emory University. Ben examines drug pricing policy, Medicare Advantage, and healthcare innovation economics with regular engagement with Congress.Podcast: DC EKG with Joe GroganGuest: Ben IppolitoSponsor: Survivors for SolutionsProducer: Stay on Course StudiosExecutive Producer: John CZ Czwartacki, DC EKG Podcast

Beurswatch | BNR
Hele markt = Intel: de chiploser van gisteren is koning van vandaag

Beurswatch | BNR

Play Episode Listen Later Jun 8, 2026 22:16


Oorlog? Chipbubbel? Inflatie, hogere rentes en rooie borden? Joh, paar nachtjes slapen en je baadt weer in het groen. Welkom in de bullmarkt van 2026. We bespreken alle chiplosers die vrijdag in het rood belandden en vandaag weer vleugeltjes kregen op de beurs. Intel doet een megadeal met Google. Marvell mag misschien wel de S&P 500 in. Broadcom plust omdat het wel genoeg afgestraft was en ook de Nederlandse chipbedrijven wisten weer dikke procenten toe te voegen aan hun waarderingen. Verder moeten we écht praten over die meute gnoes uit de Lion King die in Zuid-Korea over de beurs banjeren. De Kospi-index daalde 8.3 procent vannacht. Honderden miljarden dollars aan rijkdom in een avondje weggevaagd. Arend Jan vertelt hoe hij tóch belegt in die malle bende ten oosten van China en natuurlijk filosoferen we nog even over het einde van de geheugentekorten. Overigens is er één index die het nog veel beter deed dan die landelijke indexen vorig jaar. De Euro Stoxx Bank Index knalde zelfs die dikke 75% van Zuid-Korea makkelijk voorbij in 2025. Daarom barst er nu een nieuwe boardroom battle los in Italië. Kemphanen Banco BPM en Intesa Sanpaolo strijden om de oudste bank ter wereld: Monte dei Paschi di Siena. Zou het dan toch kunnen? Europese bankenconsolidatie, binnen de landsgrenzen? We zullen het zien. Verder in deze aflevering: Hoe Deense afvalprikkenboer Zealand Pharma grote broer Novo Nordisk uitdaagde en... verloor omdat patiënten massaal begonnen te braken Handel in voorkennis, want de AFM waarschuwt firma's die zich bezighouden met fusies en overnames dat er criminelen op pad zijn die koersgevoelige informatie proberen te ontfutselen. Genoeg reden voor Arend Jan om nog eventjes herinneringen op te halen over oude schandalen. Te gast: Arend Jan Kamp van Stockwatch.nl en de podcast Het Beurscafé BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Je hoort hem ook in de BNR-podcast Moerdijk: dorp van de rekening. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie. Van Musk tot Microsoft en van Ahold tot ASML. Wij vertellen je wat beleggers bezighoudt, wie de markten in beweging zet en wat dat betekent voor jouw beleggingsportefeuille.See omnystudio.com/listener for privacy information.

OVERSKUD
Her er danskernes mest populære aktier, regeringen mangler milliarder og europæiske aktier taber luft

OVERSKUD

Play Episode Listen Later Jun 4, 2026 31:25


Danskerne elsker danske aktier, viser ny opgørelse fra Nationalbanken. Novo Nordisk og Danske Bank topper suverænt listen over de mest populære aktier blandt private investorer, men hvor er de udenlandske? Det ser desværre ud til, at tusinder af danskere satser alt for ensidigt på danske virksomheder og dermed går glip af store afkast i udlandet. Vi gransker også regeringsgrundlaget, hvor man udskriver løfter for milliarder, men udskyder finansieringen til senere. Alene på skatteområdet lover regeringen skattelettelser for 27 milliarder, men kradser kun ca. 8 milliarder ind igen. Hvor skal de 19 milliarder kroner komme fra? Det er jo fremragende, at aktiesparekontoen hjælpes på vej, men hvorfor har vi ikke for længst afskaffet det bureaukratiske monster og gjort det nemmere og billigere at investere for alle. Til sidst tager vi en snak om det gab, der er ved at vokse mellem europæiske og amerikanske aktier, hvor de amerikanske har klaret sig fremragende, mens de danske og europæiske har klaret sig langt dårligere. I studiet: Magnus Barsøe og Mikael Milhøj. See omnystudio.com/listener for privacy information.

Analyse Asia with Bernard Leong
Incorruptible: The Chapter The Lean Startup Missed with Eric Ries

Analyse Asia with Bernard Leong

Play Episode Listen Later Jun 3, 2026 46:56


Fresh out of the studio, Eric Ries — author of the new book Incorruptible, founder of the Long-Term Stock Exchange, co-founder of Answer.AI, and author of The Lean Startup — joins Bernard Leong to discuss his blueprint for building mission-controlled companies that resist financial gravity. Eric explains why trustworthiness is the most underrated asset in business and why success, far from being a shield, makes companies a target worth capturing. He walks through the governance fortresses that have kept Costco, Novo Nordisk, and Patagonia true to mission for decades, and argues that today's so-called best practices have destroyed billions in shareholder value. The conversation turns to AI: which parts of the Lean Startup it accelerates, which parts it cannot, and why validated learning still lives only between the ears. Eric closes with a radical redefinition of profit as the maximization of human flourishing, and a challenge to Asia-Pacific leaders to leapfrog the governance failures the West is about to live through."We're helping people create this asset and we're teaching them the wrong idea. We're teaching them that success will protect them. But that's backwards. Success makes you a target worth capturing. And so that explained to me all these companies I saw that failed—not because they went out of business, not because they failed to create value, they failed because of their success." - Eric RiesProfile: Eric Ries, Founder of the Long-Term Stock Exchange, co-founder of Answer.AI, and author of The Lean Startup. LinkedIn: https://www.linkedin.com/in/eries/ Personal Site: https://www.incorruptible.co/ Episode Highlights: [00:00] Quote of the Day by Eric Ries from *Incorruptible*[00:45] Introduction: Eric Ries, author of "Incorriptible" & "The Lean Startup"[01:11] Pulling the thread from programming to accountability[03:12] Lean Startup built companies; didn't teach protection[05:15] The billionaire dancing alone at the party[06:09] Trustworthiness: business's most underrated asset[07:18] Why success makes you a target[08:19] Today's best practices destroy value[09:19] Costco's governance fortress defends customer experience[09:54] Novo Nordisk's 100-year foundation structure[11:12] AI and the Lean Startup on steroids[14:09] MVP advantage dies when everyone has AI[15:39] The professor with the dangerous biotech breakthrough[17:13] Investors revealed as amoral actors[18:13] The builder's intuition: create then capture value[20:52] Protecting research from capital's gravitational pull[23:30] Organizations are literally alive[25:26] More humans, worse collective problem-solving[25:46] Moral character as an emergent property[27:25] Current profit definition has fatal blind spots[30:13] Hitman marketplace: humans as input factor[32:29] Surrogation: the measurement becomes the target[33:51] The pre-IPO team laughing after CEO leaves[36:36] Vatican conference on AI governance[38:00] Emperor-for-life founders carry impossible burden[41:31] Best practices young; ancient wisdom forgotten[44:40] ClosingPodcast Information: Bernard Leong hosts and produces the show. The proper credits for the intro and end music are "Energetic Sports Drive." G. Thomas Craig mixed and edited the episode in both video and audio format. Here are the links to watch or listen to our podcast.Analyse Podcast Main Site: https://analysepodcast.comSign Up for Our This Week in Asia Newsletter: https://www.analysepodcast.com/#/portal/signup Subscribe Newsletter on LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7149559878934540288

Bitesize Business Breakfast Podcast
Abu Dhabi freezes all rent hikes

Bitesize Business Breakfast Podcast

Play Episode Listen Later Jun 3, 2026 34:03


03 Jun 2026. Abu Dhabi is freezing all rent hikes until further notice. Tenants signing new leases will pay the same rent as the preceding contract, with residential, commercial and industrial rents all frozen. We get analysis on what that means for the market. The Wegovy weight loss pill is here, with the UAE only the second country in the world to greenlight it. The country is also set to become a hub for Novo Nordisk’s Wegovy production, serving up to 70 countries across the Gulf, Africa and Central Asia. We hear from Executive VP Emil Larsen. Plus, with UAE fuel prices up nearly 66% since February, it’s getting more expensive to transport goods. Could the cost of food go up? We find out with the CEO of Choithrams. And DXB saw a welcome revenue boost from Eid Al Adha travel. We find out what families planning summer travel can expect at the world’s busiest airport.See omnystudio.com/listener for privacy information.

unSILOed with Greg LaBlanc
656. Startup Governance, Mission Control, and the Failures of Shareholder Primacy with Eric Ries

unSILOed with Greg LaBlanc

Play Episode Listen Later Jun 2, 2026 58:30


Eric Ries is an author, podcaster, and founder of The Lean Startup. He hosts The Eric Ries Show and his notable books Incorruptible: Why Good Companies Go Bad... and How Great Companies Stay Great, The Lean Startup, Farther, Faster, and Far Less Drama, The Leader's Guide, and The Startup Way. Greg and Eric discuss why startups and corporations lose their mission through shifts from founder-to investor-control, changing from long-term focus to short-term focus, and purpose-driven to profit-driven behavior. Eric argues governance is “organizational soul craft” and critiques shareholder primacy as a recent, judge-and-academic-driven ideology that creates unaccountable short-term pressure, metric surrogation, and value destruction, even for shareholders.  Eric also explains how markets reward short-term cost-cutting (e.g. reduced R&D), and why mission-driven companies can outperform. He outlines practical protections such as writing mission primacy into charters, converting to Public Benefit Corporations, and stronger structures like foundation ownership (e.g. Novo Nordisk and Patagonia). *unSILOed Podcast is produced by University FM.* Episode Quotes: Mission-driven or mission-hopeful? 12:39: So I think for companies, we're seeing this world now where we have a divergence between the mission statement and the actual mission or purpose of the organization. So the mission statement is lofty. I tell the story in the book of Silicon Valley Bank before it collapsed. Its mission statement was something like, “To advance the innovation economy,” or whatever. But its actual legal purpose was just maximize shareholder value. So this divergence caused the collapse of the bank. And so, first of all, if you have a mission statement, but your purpose says “any lawful act or activity,” you're lying. Just so you know, you are lying to your customers. You are lying to your employees. You're lying to everyone you say that mission to because, according to current legal theory, you could be replaced at a moment's notice by your investors, who will then can change the mission to whatever they want. I call that not being mission-driven. You are mission-hopeful. You're hoping nobody will do this to you in the future. Governance is organizational soul craft Governance sounds really boring, but it's really the art of organizational soul craft. It's actually really interesting. And if we can get leaders and founders to pay more attention to it, they can have a much higher probability of their organization enduring. The age of temporary organizations 27:46: I say we've entered an era of temporary managers running temporary organizations for the benefit of temporary owners because executive tenure, company lifespan, and average holding period of stocks have all collapsed in the last, especially the last twenty-five years, let alone the last forty years. So, I don't think it's possible to really have—it's very difficult to build a value-creating organization in that span, and the markets will punish you for doing so. Show Links: Recommended Resources: Governance Shareholder Primacy Overlapping Consensus Silicon Valley Bank Andy Rachleff Environmental, Social, and Governance Mark Zuckerberg Guest Profile: LinkedIn Profile Wikipedia Page The Lean Startup Social Profile on X Guest Work: The Eric Ries Show YouTube Channel Amazon Author Page Incorruptible: Why Good Companies Go Bad... and How Great Companies Stay Great The Lean Startup by Eric Ries – How Today's Entrepreneurs Use Continuous Innovation to Build Successful Businesses The Leader's Guide The Startup Way: How Modern Companies Use Entrepreneurial Management to Transform Culture and Drive Long-Term Growth Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

On The Pen: The Weekly Dose
Eli Lilly Isn't Telling Us About Their Future Obesity Drugs

On The Pen: The Weekly Dose

Play Episode Listen Later Jun 2, 2026 20:55


Does Eli Lilly already have the solve for obesity? In this episode of On the Pen — the Weekly Dose Podcast, host Dave Knapp breaks down a stunning comment from Lilly's Chief Scientific Officer Daniel Skowronski, who suggested that obesity could become a solved disease within just a few generations of innovation.What does that mean for the millions of patients still fighting for access to GLP-1 medications like Zepbound, Mounjaro, and tirzepatide? And what is Lilly seeing in its pipeline that the rest of us can't?We dig into:Lilly's decision to stop disclosing its Phase 1 pipelineThe Camurus fluid crystal technology deal and what it means for long-acting GLP-1sEloralintide — Lilly's selective amylin agonist and potential dark horse in obesity medicineHow eloralintide compares to Novo Nordisk's cagrilintideWhy the future of obesity treatment is a toolbox, not a scoreboardThe access crisis: prior authorizations, insurance exclusions, Medicare, and Medicaid coverage gapsRetatrutide, quintuple agonists, and what's coming out of ADA 2026If you're on Zepbound, Wegovy, Ozempic, or any GLP-1 medication — or you're waiting for the next generation of obesity drugs — this episode is for you.

Tech Lead Journal
Eric Ries: Why Good Tech Companies Go Bad, and How to Stop It

Tech Lead Journal

Play Episode Listen Later Jun 1, 2026 60:12


Why do companies with the best intentions end up betraying their customers, employees, and mission? Eric Ries calls it “financial gravity” — an invisible force that pulls even the most principled companies toward corruption, and understanding it is the first step to resisting it.In this episode, Eric Ries, entrepreneur and author of The Lean Startup and Incorruptible, shares why building a great company isn't just about having a strong vision — it's about building structures that protect that vision from external pressure. Eric revisits the core ideas behind the Lean Startup and MVP, explaining how the purpose of a minimum viable product is not to ship fast but to learn fast. He then introduces the central thesis of his new book: that the corruption we see in companies isn't caused by bad people, but by a financial system that pulls organizations away from their values. Drawing on stories of Sol Price, FedMart, Costco, HEB, Novo Nordisk, and Anthropic, he shows that incorruptible companies are built through a combination of ethos — a deep operational commitment to doing right — and structural governance that resists outside pressure. He also unpacks how false metrics like OKRs can hollow out a company's integrity over time, and how Mary Parker Follett's concept of the “invisible leader” helps culture survive beyond any single founder or CEO.Key topics discussed:What “financial gravity” is and why even good companies fall to itThe true purpose of an MVP (hint: it's not about shipping fast)Why OKRs become dangerous false proxies over timeBlueprint for building a truly incorruptible companyWhy Costco and Novo Nordisk resisted forces that killed FedMartMary Parker Follett's invisible leader explainedWhy Anthropic's structure gives it a lasting competitive edgeHow everyday decisions become acts of systemic changeTimestamps:(00:00) Trailer & Intro(02:31) What Two Mega-Trends Make Lean Startup More Relevant Than Ever?(04:03) What Is the True Purpose of a Minimum Viable Product?(11:04) Has AI Actually Made Building Software Cheaper and Better?(13:41) What Two Stories Inspired the Book Incorruptible?(20:38) What Is Financial Gravity and Why Does It Corrupt Even Good Companies?(26:29) What Is Surrogation and Why Do OKRs Become Dangerous False Proxies?(29:55) What Is the Blueprint for Building an Incorruptible Company?(33:53) What Is the Invisible Leader and How Does It Keep Company Culture Alive?(39:56) What Governance Structures Can Shield a Company's Mission from Financial Gravity?(48:27) Why Does Anthropic's Unique Structure Give It a Competitive Advantage in AI?(51:43) 3 Tech Lead Wisdom_____Eric Ries's BioOver the last two decades, Eric Ries's ideas about continuous innovation, long-term thinking, governance, and market reform have reshaped company building and management practices. He is the creator of the Lean Startup method, and the author of the New York Times bestseller The Lean Startup; The Leader's Guide; and The Startup Way.As a founder, he has put his own ideas into practice with The Long-Term Stock Exchange (LTSE); Answer.AI, an AI R&D lab; Virgil, a legal services startup; and IMVU. On The Eric Ries Show, he talks with world-class technologists, thought leaders, and executives building for the long-term. He lives in the San Francisco Bay Area with his wife and three children.Follow Eric:LinkedIn – linkedin.com/in/eriesX – x.com/ericriesPodcast – www.ericriesshow.comWebsite – incorruptible.coNewsletter – news.theleanstartup.comLike this episode?Show notes & transcript: techleadjournal.dev/episodes/259.Follow @techleadjournal on LinkedIn, Twitter, and Instagram.Buy me a coffee or become a patron.

Pharma and BioTech Daily
Eli Lilly's Zepbound Coverage Restored! Breaking News | Pharma and Biotech Daily

Pharma and BioTech Daily

Play Episode Listen Later May 29, 2026 5:43


Good morning from Pharma Daily: the podcast that brings you the most important developments in the pharmaceutical and biotech world. Recent updates offer a fascinating glimpse into an industry marked by dynamic shifts and groundbreaking advancements, each promising to reshape the future of healthcare. Let's delve into some of the most notable developments that are capturing attention across the globe. Starting with Eli Lilly's obesity medication, Zepbound, which has regained insurance coverage through CVS Caremark. This decision is emblematic of a broader recognition of obesity as a significant health issue that demands comprehensive treatment solutions. The reinstatement of coverage enables more patients to access Zepbound, potentially setting a benchmark for other insurers and leading to improved health outcomes. Shifting focus to oncology, AbbVie has secured FDA approval for a new therapy derived from its acquisition of ImmunoGen, adding to its portfolio of antibody-drug conjugates (ADCs) with Elahere. This development underscores the escalating value of ADCs in precision cancer therapies, offering innovative solutions for targeting cancer cells while preserving healthy tissues. Japan's pharmaceutical R&D stance is under examination as Prime Minister Sanae Takaichi meets with over 20 industry leaders to discuss maintaining the nation's competitive edge. This gathering highlights a global race among nations to enhance their R&D capabilities, ensuring leadership in pharmaceutical innovations. In neuroscience, Novartis's relentless pursuit to conquer the blood-brain barrier reflects ongoing efforts to revolutionize treatments for neurological disorders. Despite recent advancements, Novartis continues to explore new strategies for drug delivery to the brain, aiming to unlock therapies for conditions like Alzheimer's and Parkinson's disease. Viridian Therapeutics' collaboration with Wuxi Biologics marks a notable push in the eye drug market, positioning them against major players like Amgen. This partnership emphasizes manufacturing capability as a critical factor in ensuring resilient supply chains and competitive advantage. The hepatitis B treatment landscape has witnessed significant progress with GSK's phase 3 trial results for its drug Bepirovirsen. Achieving a functional cure in around one-fifth of patients signifies a major step forward in addressing this widespread disease. The potential to reduce lifelong antiviral therapy and lower liver cancer rates illustrates the transformative impact of nucleic acid-based therapies. Leadership dynamics also play a crucial role in pharma strategies. PharmaEssentia's appointment of Eric Vogel highlights the industry's reliance on seasoned talent to drive market expansion and broaden therapeutic indications, particularly for its rare blood cancer drug Besremi. In longevity research, Human Longevity's collaboration with Insilico Medicine introduces Human Life Foundation Models (HLFM), leveraging AI and genomics to extend human lifespan. This initiative is part of a broader trend integrating cutting-edge technologies into healthcare research, reflecting an evolving focus on longevity and genomic sciences. Regulatory landscapes are also evolving, as seen with CMS finalizing changes to the No Surprises Act dispute resolution process. By streamlining arbitration amidst rising disputes, these updates aim to refine healthcare policy frameworks for more efficient stakeholder service. Meanwhile, biosimilar approvals are gaining traction globally. ANVISA's approval of EMS's Ozivy in Brazil introduces a cost-effective alternative to Novo Nordisk's semaglutide (Ozempic) for type 2 diabetes. This step enhances access to affordable diabetes treatments, crucial for managing this prevalent metabolic disorder. In clinical trials innovation, D&D Pharmatech's Zabopegdutide has shown promising Phase 2 results for metabolic dysfunction-associated steatohepatitis (MASH), indicating fibrosis improvement and potential disease resolution. These findings underscore dual receptor agonists' therapeutic promise in tackling complex metabolic conditions. Additionally, Kailera Therapeutics' KAI-4729 demonstrates significant weight loss in Phase 1 obesity trials, potentially reshaping the obesity treatment landscape by offering superior weight management options compared to existing therapies. Funding rounds like Secretome Therapeutics' successful $30 million Series A highlight ongoing investments in regenerative medicine and cell-based therapies, propelling advancements in cardiovascular disease treatment pipelines. The acquisition landscape remains active with CordenPharma's purchase of AmbioPharm, expanding peptide manufacturing capabilities across U.S. and China markets. This move meets growing demand for peptide APIs vital in drug development processes. Technological innovation remains pivotal as Biohub releases an AI World Model for protein biology to expedite therapeutic discovery processes. This tool exemplifies computational biology's integration into drug discovery efforts, enhancing efficiency and innovation. Overall, these developments illustrate a vibrant pharmaceutical and biotech landscape characterized by scientific breakthroughs, strategic partnerships, regulatory achievements, and technological advancements—all aimed at advancing patient care and expanding therapeutic possibilities across diverse medical domains. As these trends continue unfolding, they promise not only improved treatment outcomes but also a more robust global healthcare ecosystem committed to innovation and excellence. Thank you for tuning into Pharma Daily; stay informed as we continue bringing you the latest from this rapidly evolving industry.Support the show

ESC TV Today – Your Cardiovascular News
Season 4 - Ep.10: Mitral annular disjunction - The heart in high altitude

ESC TV Today – Your Cardiovascular News

Play Episode Listen Later May 28, 2026 17:22


This episode covers: Cardiology This Week: A concise summary of recent studies The heart in high altitude Mitral annular disjunction Mythbusters: Weekend mortality Host: Rick Grobbee Guests: JP Carpenter, Kristina Haugaa, Silvia Ulrich Want to watch that episode? Go to: https://esc365.escardio.org/event/2563 Want to watch that extended interview on mitral annular disjonction, go to: https://esc365.escardio.org/event/2563?resource=interview   Disclaimer ESC TV Today is supported by Novartis through an independent funding. The programme has not been influenced in any way by its funding partner. This programme is intended for health care professionals only and is to be used for educational purposes. The European Society of Cardiology (ESC) does not aim to promote medicinal products nor devices. Any views or opinions expressed are the presenters' own and do not reflect the views of the ESC. All declarations of interest are listed at the end of the episode. The ESC is not liable for any translated content of this video. The English language always prevails. ESC TV Today uses a range of tools and resources (including AI) to support content production. All content is reviewed and approved by the editorial team. Statements and opinions expressed by guest speakers are their own.   Declarations of interests Stephan Achenbach, Yasmina Bououdina, Rick Grobbee, Kristina Haugaa, Nicolle Kraenkel and Silvia Ulrich have declared to have no potential conflicts of interest to report. Carlos Aguiar has declared to have potential conflicts of interest to report: personal fees for consultancy and/or speaker fees from Abbott, AbbVie, Alnylam, Amgen, AstraZeneca, Bayer, BiAL, Boehringer-Ingelheim, Daiichi-Sankyo, Ferrer, Gilead, GSK, Lilly, Novartis, Novo Nordisk, Pfizer, Sanofi, Servier, Takeda, Tecnimede, Viatris. John-Paul Carpenter has declared to have potential conflicts of interest to report: stockholder MyCardium AI. Davide Capodanno has declared to have potential conflicts of interest to report: Abbott Vascular, Bristol Myers Squibb, Daiichi Sankyo, Edwards Lifesciences, Novo Nordisk, Sanofi Aventis, Terumo. David Duncker has declared to have potential conflicts of interest to report: lecture honoraria from Abbott, Astra Zeneca, Biotronik, Boehringer Ingelheim, Boston Scientifics, Bristol Meyers Squibb, CVRx, Daiichi Sankyo, Medtronic, Microport, Pfizer, Sanofi, Zoll. Konstantinos Koskinas has declared to have potential conflicts of interest to report: honoraria from MSD, Daiichi Sankyo, Sanofi. Felix Mahfoud has declared to have potential conflicts of interest to report: research grants from Deutsche Forschungsgemeinschaft (SFB TRR219), Deutsche Gesellschaft für Kardiologie (DGK), Deutsche Herzstiftung, Ablative Solutions, ReCor Medical. Consulting fees, payment honoraria lectures, presentations, speaker, support travel costs: Ablative Solutions, Astra-Zeneca, Novartis, Inari, Recor Medical, Medtronic, Philips, Merck. Steffen Petersen has declared to have potential conflicts of interest to report: consultancy for Circle Cardiovascular Imaging Inc. Calgary, Alberta, Canada.  Emma Svennberg has declared to have potential conflicts of interest to report: Abbott, Astra Zeneca, Bayer, Bristol-Myers, Squibb-Pfizer, Johnson & Johnson.

ESC TV Today – Your Cardiovascular News
Season 4 - Ep10: Extended interview on mitral annular disjunction

ESC TV Today – Your Cardiovascular News

Play Episode Listen Later May 28, 2026 10:43


Host: Rick Grobbee Guest: Kristina Haugaa Want to watch that extended interview on https://esc365.escardio.org/event/2563?resource=interview Go to: Want to watch that episode? Go to: https://esc365.escardio.org/event/2563   Disclaimer ESC TV Today is supported by Novartis through an independent funding. The programme has not been influenced in any way by its funding partner. This programme is intended for health care professionals only and is to be used for educational purposes. The European Society of Cardiology (ESC) does not aim to promote medicinal products nor devices. Any views or opinions expressed are the presenters' own and do not reflect the views of the ESC. All declarations of interest are listed at the end of the episode. The ESC is not liable for any translated content of this video. The English language always prevails. ESC TV Today uses a range of tools and resources (including AI) to support content production. All content is reviewed and approved by the editorial team. Statements and opinions expressed by guest speakers are their own.   Declarations of interests Stephan Achenbach, Yasmina Bououdina, Rick Grobbee, Kristina Haugaa and Nicolle Kraenkel have declared to have no potential conflicts of interest to report. Carlos Aguiar has declared to have potential conflicts of interest to report: personal fees for consultancy and/or speaker fees from Abbott, AbbVie, Alnylam, Amgen, AstraZeneca, Bayer, BiAL, Boehringer-Ingelheim, Daiichi-Sankyo, Ferrer, Gilead, GSK, Lilly, Novartis, Novo Nordisk, Pfizer, Sanofi, Servier, Takeda, Tecnimede, Viatris. John-Paul Carpenter has declared to have potential conflicts of interest to report: stockholder MyCardium AI. Davide Capodanno has declared to have potential conflicts of interest to report: Abbott Vascular, Bristol Myers Squibb, Daiichi Sankyo, Edwards Lifesciences, Novo Nordisk, Sanofi Aventis, Terumo. David Duncker has declared to have potential conflicts of interest to report: lecture honoraria from Abbott, Astra Zeneca, Biotronik, Boehringer Ingelheim, Boston Scientifics, Bristol Meyers Squibb, CVRx, Daiichi Sankyo, Medtronic, Microport, Pfizer, Sanofi, Zoll. Konstantinos Koskinas has declared to have potential conflicts of interest to report: honoraria from MSD, Daiichi Sankyo, Sanofi. Felix Mahfoud has declared to have potential conflicts of interest to report: research grants from Deutsche Forschungsgemeinschaft (SFB TRR219), Deutsche Gesellschaft für Kardiologie (DGK), Deutsche Herzstiftung, Ablative Solutions, ReCor Medical. Consulting fees, payment honoraria lectures, presentations, speaker, support travel costs: Ablative Solutions, Astra-Zeneca, Novartis, Inari, Recor Medical, Medtronic, Philips, Merck. Steffen Petersen has declared to have potential conflicts of interest to report: consultancy for Circle Cardiovascular Imaging Inc. Calgary, Alberta, Canada. Emma Svennberg has declared to have potential conflicts of interest to report: Abbott, Astra Zeneca, Bayer, Bristol-Myers, Squibb-Pfizer, Johnson & Johnson.

Guy Kawasaki's Remarkable People
What Silicon Valley Gets Wrong About Success with Eric Ries

Guy Kawasaki's Remarkable People

Play Episode Listen Later May 27, 2026 56:00


What happens when the author of The Lean Startup starts questioning the very system that built Silicon Valley? In this episode of Remarkable People, Eric Ries joins Guy Kawasaki to unpack the ideas behind his new book, Incorruptible, and explain why so many great companies lose their soul as they grow. Eric explores corruption in modern business, the dangers of shareholder primacy, and why companies like Costco and Novo Nordisk have resisted the pressures that break other organizations. He also shares how founders can build structures that protect trust, mission, and long-term thinking from the start. If you've ever wondered whether companies can scale without selling out, this conversation will challenge the way you think about capitalism, leadership, and innovation.--Guy Kawasaki is on a mission to make you remarkable. His Remarkable People podcast features interviews with remarkable people such as Jane Goodall, Marc Benioff, Woz, Kristi Yamaguchi, and Bob Cialdini. Every episode will make you more remarkable.With his decades of experience in Silicon Valley as a Venture Capitalist and advisor to the top entrepreneurs in the world, Guy's questions come from a place of curiosity and passion for technology, start-ups, entrepreneurship, and marketing. If you love society and culture, documentaries, and business podcasts, take a second to follow Remarkable People.Listeners of the Remarkable People podcast will learn from some of the most successful people in the world with practical tips and inspiring stories that will help you be more remarkable.Episodes of Remarkable People organized by topic: https://bit.ly/rptopologyListen to Remarkable People here: **https://podcasts.apple.com/us/podcast/guy-kawasakis-remarkable-people/id1483081827**

The Journal.
Novo Nordisk's CEO Has a Comeback Plan

The Journal.

Play Episode Listen Later May 26, 2026 21:59


When Maziar Mike Doustdar took over as CEO of Novo Nordisk last year, the company had lost ground in the anti-obesity drug market. Doustdar spoke with Jessica Mendoza about his plans to turn the company around, the recent success of their Wegovy pill and what keeps him up at night. Further Listening: - Ozempic Is a Hit. So Why Is the Drugmaker's CEO Out? - Trillion Dollar Shot Sign up for WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Masters of Scale
Why success destroys the companies we love, with Eric Ries

Masters of Scale

Play Episode Listen Later May 26, 2026 48:23


What if the way we think about business value, trust, and capitalism itself is fundamentally broken? Eric Ries' The Lean Startup changed how a generation of entrepreneurs build companies. Now, Ries takes aim at some of the most sacred business assumptions today in his new book, Incorruptible. Ries joins Rapid Response to share what he witnessed firsthand in the clash between Anthropic and the US government, and why he believes the current system is failing the very people it's supposed to serve. He also brings in-the-trenches stories from Cloudflare, Novo Nordisk, and Whole Foods to make the case that courage, not capital, may be the most undervalued asset in business right now.Visit the Rapid Response website here: https://www.rapidresponseshow.com/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Masters of Scale: Rapid Response
Why success destroys the companies we love, with Eric Ries

Masters of Scale: Rapid Response

Play Episode Listen Later May 26, 2026 48:23


What if the way we think about business value, trust, and capitalism itself is fundamentally broken? Eric Ries' The Lean Startup changed how a generation of entrepreneurs build companies. Now, Ries takes aim at some of the most sacred business assumptions today in his new book, Incorruptible. Ries joins Rapid Response to share what he witnessed firsthand in the clash between Anthropic and the US government, and why he believes the current system is failing the very people it's supposed to serve. He also brings in-the-trenches stories from Cloudflare, Novo Nordisk, and Whole Foods to make the case that courage, not capital, may be the most undervalued asset in business right now.Visit the Rapid Response website here: https://www.rapidresponseshow.com/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

My Favorite Mistake
A 40-Page Business Plan Is Not a Strategy -- Eric Ries on His First Startup, Incorruptible, and What "Best Practices" Get Wrong

My Favorite Mistake

Play Episode Listen Later May 26, 2026 48:15


Eric Ries had a 40-page business plan. An Excel model so complicated it would crash Excel. A team of elite students, real investors, and a working product. What he didn't have was a strategy -- and he didn't realize it until after the startup collapsed. Episode page with video, links, and more The moment of clarity came in a Boston job interview. A panel of consultants asked what he'd learned. He gave them practical tips. They told him that wasn't strategy. Sitting there, he realized he didn't actually know what the word meant. That category error -- mistaking a polished plan for a strategy -- is the mistake that eventually became The Lean Startup. In this episode, Eric traces the line from that dorm-room failure to his new book, Incorruptible: Why Good Companies Go Bad and How Great Companies Stay Great. He argues that many of the so-called best practices founders are trained to follow aren't pillars of capitalism at all -- they're modern inventions with a poor track record. We get into the Whole Foods unraveling and why John Mackey couldn't simply cut prices, the prehistory of Costco through Sol Price's fiduciary duty to the customer, and what Jim Sinegal built into Costco's governance that has held for four CEOs and forty years. We also look at Novo Nordisk's industrial foundation structure -- a hundred-year-old design that makes companies six times more likely to survive fifty years -- and why most founders have never heard of it. A conversation about strategy, structure, and the quiet ways good companies go bad.

The Startup Podcast
Author Eric Ries (The Lean Startup) on how to build an incorruptible company

The Startup Podcast

Play Episode Listen Later May 25, 2026 57:05


Most founders set out to build something that matters: a company that's aligned with their mission, now and forever. But what if the very systems we use to build ‘real' companies are the thing that corrupts them?In this episode, Yaniv Bernstein is joined by Silicon Valley legend Eric Ries author of the era-defining 'The Lean Startup', founder of the Long-Term Stock Exchange, and now the author of a provocative new book, 'Incorruptible: Why Good Companies Go Bad and How Great Companies Stay Great'.Eric makes the case that corruption is a structural problem, rather than a failing of the people themselves. He walks Yaniv through the ‘financial gravity' that pulls good companies away from their founders' purpose, and the governance ‘fortresses' that a small handful of outlier companies (from Costco to Novo Nordisk to Anthropic) have used to stay great.In this episode, you will:Understand ‘financial gravity' - the force that degrades values, corrupts economic decisions, and reduces long-term outcomesLearn the legend of Sol Price (the father of modern retail behind Costco), and why treating margins as a liability rather than a virtue can be a source of enduring strengthExplore the ‘industrial foundation' model behind century-old giants like Novo Nordisk and Zeiss, and why companies with this structure are roughly 6x more likely to survive to year 50Hear how Anthropic's Long-Term Benefit Trust shaped its trajectory, and why in the age of AI, trustworthiness is the single most valuable corporate assetTimestamps00:00 Coming Up...01:06 On Today's Show: Eric Ries, author of The Lean Startup and Incorruptible02:41 From 'The Lean Startup' to 'Incorruptible': Why Governance Matters04:13 The Two Mysteries05:45 Case Study: Sol Price and FedMart08:58 The Shareholder Primacy Trap14:04 Costco's Governance Fortress16:50 Founder Control vs VCs19:33 Why Markets Punish Your Mission21:30 Novo Nordisk's Foundation Model26:35 Anthropic and AI Trust29:37 Governance in Action Today31:54 Doing the Right Thing33:27 Goodhart's Law and Customer Service Metrics38:36 Why 'Harder Is Easier'39:02 Costco's Hotdog Promise41:55 Mission Lock Structures43:32 Pitching Investors, Leverage and the Fundraising Decision Tree49:33 HBO's Silicon Valley and 'Minimum Viable Product'53:57 Closing Thoughts & Book PlugResources mentioned in this episode'Incorruptible: Why Good Companies Go Bad... and How Great Companies Stay Great' by Eric Ries: https://www.incorruptible.co/'The Lean Startup' by Eric Ries: https://theleanstartup.com/bookLong-Term Stock Exchange (LTSE): https://ltse.com/'Skin in the Game' by Nassim Nicholas Taleb: https://www.amazon.com/Skin-Game-Hidden-Asymmetries-Daily/dp/0425284646Mark Cuban's Cost Plus Drugs: https://costplusdrugs.com/The PactHonor the Startup Podcast Pact! If you have listened to TSP and gotten value from it, please:Follow, rate, and review us in your listening appSecure your official TSP merchandise at https://shop.tsp.show/Follow us here on YouTube for full-video episodes: https://www.youtube.com/channel/UCNjm1MTdjysRRV07fSf0yGgGive us a public shout-out on LinkedIn or anywhere you have a social media followingKey linksThis episode of the Startup Podcast is sponsored by .tech domains. Forget weird prefixes and creative misspellings; the availability for .tech domains is simply way better than .com. For a clean name that highlights your tech credentials, get a .tech domain at your favorite registrar.The Startup Podcast website: https://www.tsp.show/episodes/Learn more about Chris and YanivWork 1:1 with Chris: http://chrissaad.com/advisory/Follow Chris on Linkedin: https://www.linkedin.com/in/chrissaad/Follow Yaniv on Linkedin: https://www.linkedin.com/in/ybernstein/Producer: Justin McArthur https://www.linkedin.com/in/justin-mcarthurAssistant Producer: Steph Hefferan https://www.linkedin.com/in/steph-heff/Intro Voice: Jeremiah Owyang https://web-strategist.com/

The Learning Leader Show With Ryan Hawk
689: Eric Ries - The Costco Hot Dog, Why Good Companies Go Bad, Financial Gravity, Building Incorruptible Organizations, and The Lean Startup's Unfinished Business

The Learning Leader Show With Ryan Hawk

Play Episode Listen Later May 24, 2026 57:36


The Learning Leader Show with Ryan Hawk Read my NEW BOOK -- The Price of Becoming -  www.LearningLeader.com/Becoming Eric Ries is the author of The Lean Startup, one of the most influential business books of the past 25 years, and the founder of the Long-Term Stock Exchange, the first new U.S. exchange to both list and trade multiple stocks since NASDAQ launched 50 years ago. His new book is Incorruptible. Key Learnings The more successful a company becomes, the more valuable it is as a target. Companies are worth stealing and taking over. Most founders are naive about this and don't understand what's coming for them. They've been following the so-called best practices about how companies should be built, structured, and governed. Most of those best practices are value-destroying. Sol Price was a lawyer before he became an entrepreneur. He believed a lawyer had a fiduciary duty to put the client's interests before his own. So when he became a retailer, he asked: "Who's my client?" The customer. He treated the customer as the person he would rather die than betray. When competitors sold a product for less, he'd put up signs in his own store: "Don't buy this from me. You can get it cheaper somewhere else." He capped his margins at 14 percent. He paid above-market wages. It is so much easier to destroy than to create. One day, Sol came into work and couldn't get into his office because the locks had been changed. Investors had pushed him out and forced Fedmart to practice retail best practices. Within seven years, they bankrupted the company. We've built an economy that rewards people for cost-cutting without holding them accountable for the consequences to trustworthiness, brand, or culture. The origin story of Costco: Sol took two weeks off, then leased the office upstairs from Fedmart and started Price Club. One of the young guys who left with him, Jim Sinegal, had worked his way up from stock boy. Jim eventually started his own company using the Sol ethos. A few years later, their companies merged to form what we now call Costco. Wall Street routinely calls Costco the exception to every rule. Wall Street analysts say things like: "At Costco, they take money that rightfully belongs to shareholders and instead invest it in the customer experience." As if that's a criticism. Costco endures because it's protected by a governance fortress. A series of worst practices that resist outside pressure structurally. The $1.50 hot dog has been the same price since 1986. A McDonald's Big Mac was $1.60 in 1986. Today that same Big Mac in California is over $7. Costco sells more hot dogs than every Major League Baseball stadium in America combined. If they raised the combo to $7, it would be a billion dollars of extra net income. They could do it. They choose not to. "If you raise the price of the effing hot dog, I will kill you. So figure it out." Jim Sinegal said it to his COO in 2008 when costs were rising. Figure it out. Costco vertically integrated the hot dog supply chain. They own hot dog production plants in multiple cities. They worked deals with soda vendors. They did all that extra work for the privilege of not making more money on the hot dog. Harder is easier. "When you take the hard road, when you make a principled commitment, you get these almost unbelievable values. Because you're generating the most underrated and most valuable asset in all of business: trustworthiness." "Easy choices, hard life. Hard choices, easy life." Jerzy Gregorek, Olympic weightlifter. "Everybody wanna be a bodybuilder. Nobody wanna lift these heavy ass weights." Ronnie Coleman, eight-time Mr. Olympia. Everyone wants the outcome. Nobody wants to do the actual thing. Culture and mission can be cultivated, not commanded. Most leaders get this wrong. They say "I'm in charge of my team." But can you command your team to have integrity? Can you command it to have a particular culture? You have to make consistent, responsible choices, just like cultivating health in your body. Get reps. Eric gave practice talks at a Hobee's restaurant at 7 AM to six people just to get the reps. Caring and trying to do a good job is so unbelievably rare. That alone is a competitive advantage. Feedback tells you something about the person giving it, not about yourself. If someone reads Eric's manuscript and says, "This book sucks," he hasn't learned anything about the book. He's learned this person doesn't like this kind of book. When he stopped arguing with negative customer reviews and started studying who they came from, he noticed patterns. People 16 and younger loved the product. People 16 and older hated it. He learned who his product was for. Separate qualitative from quantitative feedback. Qualitative is for hypothesis generation. Quantitative is for hypothesis validation. When test readers told him a chapter wasn't working, that was qualitative. When the platform data showed nobody was getting past that chapter, that was quantitative. You need both to know what to fix. It is always too early until it's too late. Eric tells the story of a multibillion-dollar founder he warned before his IPO. The founder talked to his bankers, lawyers, and CFO. They told him Eric was a downer. The founder went public anyway with conventional governance. Five months later, his stock dropped 90 percent, and he was ousted. The best time to plant a tree is 40 years ago. The second-best time is today. Eric's checklist for building an incorruptible company: Encode your mission into the corporate charter. Most founders have never read their charter. If your mission statement says one thing but your legal charter says another, you're lying. The easiest fix: file a public benefit corp filing (PBC). Two pages. 44 states. Your lawyer can do it tomorrow. Identify your fiduciary commitments. Who would you rather die than betray? Is it your customers? Your employees? Product quality? You decide. If your answer is nobody, you're a sociopath. The whole book is for the people who actually want to accomplish something. Align your employees to that mission. Make sure everybody on the team is committed to the same fiduciary priority. Create a director's oath. Like the Hippocratic Oath for doctors, but for your board. They must pledge to commit to the company's mission. Board betrayal and investor pressure are leading causes of death of companies in the modern world. Make the directors accountable to somebody. Power without accountability is corrosive to the human spirit. Novo Nordisk is governed by a nonprofit foundation. Patagonia is governed by a perpetual purpose trust. John Lewis Partnership in the UK is governed by an employee ownership trust. IKEA, Vanguard, and REI all have these structures. The data shows these companies are dramatically more stable and higher performing than conventional structures. You are not stuck in traffic. You are traffic. People love to blame the system. But you're not just a passenger. You're part of what creates the system. Where you work. What you buy. What you give your attention to. Every one of those choices is fueling somebody's company, somebody's algorithm, somebody's bonus. The richest people in the world spend billions on PR because they know your individual choices matter. Use that power. Eric's champagne moment a year from now: a grassroots movement around Incorruptible. This book won't get wall-to-wall media coverage. It's antagonistic to people in power. So Eric hopes readers will hand it to their founders, their bosses, their friends. If consumers and employees start demanding, "I want to work in an incorruptible company," that's the toast. Reflection Questions What is your equivalent of Costco's hot dog? The one commitment you'd defend even when it's financially painful, even when the easy move would be to abandon it? Have you ever read your corporate charter, or the foundational document of your team or department? Does what's actually written match what you say you stand for? Where in your work or life would the harder short-term path build something more durable in the long run? Are you willing to lift the heavy weights? More Learning #258: Jesse Itzler: Creating Your Life Resume & Living Outside the Box #529: James Clear: Setting Up Your Future Self & Becoming an Optimist #565: Noah Kahan: The Art of Asking For What You Want Podcast Chapters 00:00 The Price of Becoming - Pre-Order Now!  01:03 Meet Eric Ries  02:55 Is It Possible to Build an Incorruptible Company?  04:04 Why Culture Alone Won't Save You  05:13 Sol Price, Fedmart, and the Locks That Got Changed  07:56 Why Wall Street Calls Costco the Exception  09:11 The $1.50 Hot Dog Story  13:59 Harder Is Easier: The Principle Behind It All  16:48 Why Governance Is Just Soul Craft  19:50 Building the First New Stock Exchange Since Nasdaq  22:33 Eric's Communication Style: Reps, Not Talent  30:52 The Opportunity Hiding in Broken Markets  31:59 How to Know Which Feedback to Listen To  35:39 Qualitative vs. Quantitative: Why You Need Both  37:23 The Whole Foods Cautionary Tale  40:25 The Founder's Checklist for Building Something Durable  43:44 Encode Your Mission Into the Corporate Charter  47:35 You Are Not Stuck in Traffic. You Are the Traffic.  52:37 The Champagne Question: A Grassroots Movement  55:27 James Clear, Author's Equity, and the Future of Publishing 56:43 EOPC

Badlands Media
MAHA News [5.22] Bioengineered Ticks & Alpha Gal, Ebola/Hanta, Forever Chemicals

Badlands Media

Play Episode Listen Later May 22, 2026 50:33


Jordan Sather and Nate Prince dig into a week that felt like a nature documentary gone wrong. Ticks are surging across the Northeast and Midwest, alpha gal syndrome is quietly making red meat allergies a real and growing problem, and a peer reviewed bioethics paper from Western Michigan University actually argues scientists are morally obligated to gene-edit lone star ticks to spread alpha gal and push people away from meat. No, that is not satire. Meanwhile, the WHO and media are still flogging hantavirus and Ebola, and the Trump administration is still not biting. PFAS contamination sits in over 95% of Americans' bloodstreams, and Jordan breaks down where it comes from and how zeolite may help pull it out. RFK scores the largest autism fraud bust in US history, Dr. Oz keeps hammering Medicare and hospice fraud, and TrumpRx quietly adds 600 more generic drugs. Big pharma is apparently starting to sweat, with mass layoffs hitting Pfizer, Merck, Novo Nordisk, and more.

Money On Tap
The Science of Retirement Income, Creating Income Alpha (Encore)

Money On Tap

Play Episode Listen Later May 22, 2026 56:01


Two retirees with the same balance can take wildly different incomes home — it's not about returns, it's about taxes.This week on Money On Tap, Ben Brayshaw and Dan Michelon unpack The Science of Retirement Income — How to Create Income Alpha: the practice of beating the market not by picking better stocks, but by keeping more of what you already have through tax-aware planning.What you'll learn:What "Income Alpha" actually means — and why it's worth 15–30% more retirement income, year after yearHow Social Security gets taxed at 0%, 50%, or 85% — and how to control which one applies to youThe Roth IRA conversion ladder: filling the 22% bracket today to avoid the 30%+ bracket laterThe lesser-known after-tax account strategy — converting future ordinary-income tax into capital-gains taxQualified Charitable Distributions (QCDs) — the single highest-leverage move for charitable retireesDonor-Advised Funds and Charitable Trusts — stacking giving with Roth conversion yearsThe hidden IRMAA Medicare tax — and the income thresholds that can cost you $1,000–$3,000 a yearThe Widow Tax Trap — the most damaging tax in retirement and how to plan around itWhy the year of a spouse's passing is the last big planning window — and what to do with itWhat 1–2 years of tax returns will tell a good planner that your investment statement never willPlus Money In The News:Weight-loss drug developers line up to tap a $150B market (Eli Lilly, Novo Nordisk, the pill-vs-shot race)Nike stock tumbles 13% to an 11-year low on China weaknessAverage tax refund up 11% from a year ago — IRS data and what it means for inflationFree resource: Email us with "Charitable Giving Booklet" in the subject and we'll send our charitable giving guide.Read the companion blog: brayshawfinancial.com/blogSchedule a free consultation: app.greminders.com/t/9f3ce72e/initialconsultaFull Money On Tap episode library: brayshawfinancial.com/money-on-tapContact UsPhone: 855-226-8551Email: info@yourmoneyontap.comOffice: 116 South River Road, Bedford, NH 03110Web: brayshawfinancial.comWhy do Americans fear running out of money more than death? A recent Allianz survey found that 61% of Americans fear running out of money in retirement more than they fear death itself. The shift reflects structural changes: pensions have largely disappeared, 401(k)s placed the risk of retirement success on individuals, life expectancy has stretched, inflation has accelerated, healthcare costs are rising, and Social Security is on track for a benefit cut. The fear is rational — and the planning response is to build a multi-source income plan rather than to hope a portfolio alone is enough.

Lenny's Podcast: Product | Growth | Career
How to build a company that withstands any era | Eric Ries, Lean Startup author

Lenny's Podcast: Product | Growth | Career

Play Episode Listen Later May 10, 2026 99:22


Eric Ries is the author of The Lean Startup, a book that reshaped how a generation of founders think about building companies. His new book, Incorruptible, explains how successful companies are destroyed by failing to protect what makes them valuable, and how to change it.In our in-depth conversation, we discuss:1. Why 80% of venture-backed founders are ousted within three years of going public2. The governance structures that protect companies like Anthropic, Costco, and Novo Nordisk3. The simple legal filing that takes two pages and could save your company4. Financial gravity: why successful companies predictably get corrupted into mediocrity5. Why mission-aligned companies like Anthropic reap major benefits from protecting their mission through governance6. Why success won't protect you—it instead makes you a bigger target—Brought to you by:WorkOS—Make your app enterprise-ready, with SSO, SCIM, RBAC, and more: https://workos.com/lennyVanta—Automate compliance, manage risk, and accelerate trust with AI: https://vanta.com/lenny—Episode transcript: https://www.lennysnewsletter.com/p/how-to-build-a-company-that-withstands—Archive of all Lenny's Podcast transcripts: https://www.dropbox.com/scl/fo/yxi4s2w998p1gvtpu4193/AMdNPR8AOw0lMklwtnC0TrQ?rlkey=j06x0nipoti519e0xgm23zsn9&st=ahz0fj11&dl=0—Where to find Eric Ries:• X: https://x.com/ericries• LinkedIn: https://www.linkedin.com/in/eries• Website: https://www.incorruptible.co• Newsletter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://news.theleanstartup.com/• Podcast:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ https://ericriesshow.com• YouTube: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/@theericriesshow⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠—Where to find Lenny:• Newsletter: https://www.lennysnewsletter.com• X: https://twitter.com/lennysan• LinkedIn: https://www.linkedin.com/in/lennyrachitsky/—In this episode, we cover:(00:00) Introduction to Eric Ries(02:26) Introducing Incorruptible(06:26) Protecting what you've built(11:35) Why founders get ousted(14:58) Too early, too late(19:32) The blueprint: ethos plus integrity(20:49) Novo Nordisk's 100-year governance fortress(26:41) The Vectura Group and Philip Morris(33:16) The “harder is easier” principle(37:22) Cloudflare's mission emergence story(42:43) Groupon's email frequency death spiral(45:37) How to define your purpose(51:09) Mission-driven vs. mission-hopeful companies(54:46) Integrity: structural and personal(57:47) Shareholder primacy: the 40-year-old “natural law”(01:00:04) Public benefit corporations: the easiest protection(01:04:24) Downsides and objections(01:06:08) The Anthropic example: fastest-growing company ever(01:08:39) The torchbearers in every organization(01:10:37) The culture bank: deposits and withdrawals(01:12:28) OpenAI and Anthropic governance(01:16:21) Mission guardians explained(01:18:29) Spiritual holding companies(01:21:53) The founder control trap(01:25:25) Three things to do this week(01:30:10) AI alignment and human alignment(01:34:00) Conway's law: org charts in architecture(01:37:31) Book resources and farewell—References: https://www.lennysnewsletter.com/p/how-to-build-a-company-that-withstands—Production and marketing by https://penname.co/. For inquiries about sponsoring the podcast, email podcast@lennyrachitsky.com.Lenny may be an investor in the companies discussed. To hear more, visit www.lennysnewsletter.com

WSJ What’s News
What's News in Earnings: How Big Pharma Is Expanding the GLP-1 Market

WSJ What’s News

Play Episode Listen Later May 8, 2026 6:34


Bonus Episode for May 8. Financial results from pharmaceutical companies Eli Lilly, Novo Nordisk, Merck, Bristol Myers Squibb and AbbVie show strong demand continuing for weight-loss drugs and autoimmune treatments. Wall Street Journal pharma reporter Peter Loftus discusses which drugmakers have the upper hand in the race to dominate those markets.  WSJ Heard on the Street columnist David Wainer hosts this special bonus episode of What's News in Earnings, where we dig into companies' earnings reports and analyst calls to find out what's going on under the hood of the American economy. Sign up for the WSJ's free Markets A.M. newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

WSJ What’s News
Samsung Hits $1 Trillion Milestone as AI Demand Soars

WSJ What’s News

Play Episode Listen Later May 6, 2026 14:21


A.M. Edition for May 6. A Journal investigation finds China is supplying Russia and Iran with drone factories. WSJ senior correspondent Josh Chin explains how Chinese companies are managing to circumvent U.S. sanctions. Plus, Samsung joins the trillion dollar club amid relentless demand for AI memory chips. And weight-loss drug giant Novo Nordisk surprises with strong sales even as competition with Eli Lilly continues to weigh on growth. Daniel Bach hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Motley Fool Money
Can Uber Make an “Everything” App?

Motley Fool Money

Play Episode Listen Later May 6, 2026 22:25


Uber has been in the middle of the autonomy debate and recently added hotels to the mix, so we're wondering if they can be the “everything” app built around transportation? First quarter results indicated they have the momentum to do it. We also get to results from Disney and Novo Nordisk, which had investors cheering today. Travis Hoium, Lou Whiteman, and Rachel Warren discuss: - Uber's Q1 2026 results - Can Uber make an “everything” app? - Disney's momentum and challenges - Novo Nordisk's GLP-1 conundrum Companies discussed: Uber (UBER), Expedia (EXPE), Disney (DIS), Novo Nordisk (NOVO). Host: Travis Hoium Guests: Lou Whiteman, Rachel Warren Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices