Podcasts about Novo Nordisk

This episode opens the year with one of the most consequential—and complicated—weeks in GLP-1 obesity medicine. We break down three stories that, taken together, reveal why patients are increasingly reading past headlines and demanding accountability from the industry. First, we examine early-phase trial data from Arrowhead Pharmaceuticals, after headlines claimed its experimental INHBE-targeting therapy “nearly doubled” the weight loss of Zepbound. We walk through what the data actually showed, why the comparison was misleading, how trial design and dosing matter, and why Phase 1 results should never be treated as superiority claims. Next, we turn to a major access milestone: the official launch of oral Wegovy, the first FDA-approved GLP-1 pill for obesity from Novo Nordisk. We discuss how this pill differs from compounded oral semaglutide, why its pricing strategy is so disruptive, and what this launch means for people who have avoided injectable medications. We also explore how direct-to-consumer access, telehealth partnerships, and retail pharmacy distribution signal a broader shift in how obesity care is being delivered. Finally, we address the most ironic—and uncomfortable—story of the week: manufacturing quality concerns involving branded Wegovy pens, reported to include biological particulate matter, at the same time Novo Nordisk continues a years-long public and legal campaign against compounded GLP-1 medications on safety grounds. We discuss FDA inspection history, the acquisition of Catalent, and why credibility depends on consistency—especially when millions of patients are paying close attention. This episode isn't anti-pharma or pharma-friendly. It's patient-first. And it asks a simple question: Who do we trust when science, marketing, access, and manufacturing all collide at once? Episode Timestamps 00:00 — Why this first episode of 2026 matters 02:10 — Hair found in Wegovy pens and why patients notice hypocrisy 06:15 — Arrowhead trial headlines vs. what the data actually shows 11:40 — Why tirzepatide dosing and trial design matter 17:30 — What INHBE targeting may actually be good for (and what it's not) 21:45 — Sponsor: SHED and access pathways for obesity care 25:10 — Oral Wegovy officially launches: what's different this time 30:20 — How the Wegovy pill works and why bioavailability matters 35:40 — Pricing, telehealth, Costco, and direct-to-consumer access 41:50 — Why pills lower barriers for millions of patients 46:10 — Manufacturing quality, Catalent, and FDA citations 52:30 — Why safety arguments against compounding are being scrutinized 58:40 — Zooming out: access, accountability, and patient trust 1:02:00 — Final thoughts and what to watch next Topics Covered GLP-1 trial hype vs. real-world context Phase 1 data limitations and headline inflation Tirzepatide dosing and misleading comparisons Oral Wegovy vs. compounded oral semaglutide GLP-1 pill pricing and insurance implications Direct-to-consumer pharma and telehealth disruption Manufacturing quality and FDA oversight Compounding pharmacies and healthcare system resilience Patient trust, transparency, and credibility in obesity medicine Useful Links & Resources On The Pen Links & Advocacy: https://otplinks.com Sponsor – SHED (use code OTP25): https://tryshed.com FDA Drug Safety & Recalls: https://www.fda.gov/drugs Follow On The Pen: YouTube: https://youtube.com/@onthepen Substack: https://onthepen.substack.com Support the Show If this episode helped you better understand what's really happening in obesity medicine: Leave a 5-star rating and review Hit Subscribe so you don't miss future episodes Join us live Mondays, Wednesdays, and Fridays at 12pm Eastern on YouTube Patients deserve clarity. That's what we're here for. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this special live AI edition of the Learning & Development Podcast, David James brings together Egle Vinauskaite, Ross Stevenson, and Peter Manniche Riber for a candid, practical conversation about what AI really means for L&D today. The discussion explores the gap between hype and reality, the tools and applications that are starting to make a meaningful difference and how AI is already being used to improve performance, capability, and skills development. The panel examines what L&D teams are getting right, where major opportunities are being missed and the challenges slowing progress, from security and capability constraints to mindset and organisational conservatism. They also look ahead to how AI could reshape the way L&D operates and how the function is perceived across the business. A clear, grounded and insight-rich conversation for L&D professionals wanting to understand where AI can drive genuine value. KEY TAKEAWAYS AI frees up time and has the capabilities to enable L&D to move beyond courses into solving business problems and improving performance and capability. Real-world examples are shared. AI strategy can't sit with L&D alone; a multidisciplinary, business-driven group must shape it. To stay relevant, L&D needs commercial acumen and tech curiosity, alongside human strengths like storytelling, influence, and relationship‑building. BEST MOMENTS “Too many are just bolting AI onto an existing model, rather than stepping back and saying, does that model still serve us today? ” “We know that content does not equal skills.” “What we really need to do is to target effectiveness. We need to solve the problem.” Egle Vinauskaite Egle Vinauskaite is a learning, behaviour, and technology specialist who works with global enterprises and emerging edtech innovators. With a background across AI, XR, mobile learning, and digital platforms, she brings a sharp perspective on how technology is reshaping organisational learning and the future of work. As both advisor and researcher, she helps L&D teams integrate AI into their operations and equip workforces with the skills needed for effective adoption. https://www.linkedin.com/in/vinauskaite http://nodes.works The Race for Impact report: https://donaldhtaylor.co.uk/research_base/focus04-race-for-impact Ross Stevenson Ross is a leading voice in the global L&D community, known for his practical, no-nonsense approach to modern learning. Through his writing, speaking and community platform Steal These Thoughts, he explores how organisations can better align learning with performance, develop essential skills, and embrace new technologies - including AI. Ross brings a strategic yet pragmatic perspective on how L&D teams can evolve and remain relevant in an age of rapid technological change. https://www.linkedin.com/in/rstevensonuk www.stealthesethoughts.com Peter Manniche Riber Peter is an experienced L&D leader who until recently served as Head of New Tech, Digital Learning Solutions at Novo Nordisk, transforming HR and learning for a global workforce of 70,000+. Passionate about using technology to simplify and enhance learning, he experiments with generative AI, machine learning, adaptive platforms, and data-driven methods to deliver timely, effective solutions. With a strong foundation in team leadership and human-centric design, Peter helps organisations solve business challenges through technology while driving meaningful collaboration and measurable impact. https://www.linkedin.com/in/petermannicheriber RESOURCES L&D Master Class Series: https://360learning.com/blog/l-and-d-masterclass-home HOST CONTACT https://twitter.com/davidinlearning https://www.linkedin.com/in/davidjameslinkedin https://360learning.com/the-l-and-d-collective This Podcast has been brought to you by Disruptive Media. https://disruptivemedia.co.uk/

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 Wir starten mit Pauken und Trompeten in das Jahr 2026. Heute möchte ich gemeinsam mit euch einen Deep Dive in Novo Nordisk machen. Es ist kein unrealistisches Szenario, dass sich die Aktie in diesem Jahr verdoppelt oder zumindest mehr als fünfzig Prozent an Wert gewinnt. Wichtig vorab der Disclaimer: Ich bin selbst mit einer Zockerposition investiert und wünsche mir daher, dass genau das eintritt, was ich im Folgenden bespreche.
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Ein wichtiger abschließender Hinweis: Aus rechtlichen Gründen darf ich keine individuelle Einzelberatung geben. Meine geäußerte Meinung stellt keinerlei Aufforderung zum Handeln dar. Sie ist keine Aufforderung zum Kauf oder Verkauf von Wertpapieren.
 Zum Zeitpunkt der Erstellung dieses Beitrags war der Autor, Lars Erichsen, in folgenden der besprochenen Finanzinstrumente selbst investiert: Novo Nordisk. Geplante Änderungen: Keine. Weitere Informationen entnehmen Sie bitte unserem Transparenzhinweis zum Umgang mit Interessenskonflikten: https://www.lars-erichsen.de/transparenz-und-rechtshinweis

Today, we're diving into an exciting development in obesity treatment—oral semaglutide.  Last week, the FDA approved Novo Nordisk's Wegovy pill as the first and only oral GLP-1 for weight loss in adults. This approval is based on results from the OASIS-4 phase 3 clinical trial showing that a once-daily oral version of semaglutide can deliver nearly the same weight loss results as the injectable form.  So, what does that really mean for patients and treatment options? Let's break it down. Read the Full Episode Transcript: https://pepties.com/oral-semaglutide/ Dr. Nikki's Qualifications: https://bifat.life/about/ Related Links/Products Mentioned: Peptide Podcast Partners Page https://pepties.com/partners/ BioLongevity Labs (Purchase Peptides online) Use our link and enter COUPON CODE: PEPTIDEPODCAST at checkout to receive 15% off your total order https://go.biolongevitylabs.com/aff_c?offer_id=1&aff_id=1582&aff_sub=PEPTIDEPODCAST Momentous Supplements (we use Creatine, Vital Aminos, Whey Protein) https://crrnt.app/MOME/OqGQOxGA LMNT – More Salt, Not Less.  https://elementallabs.refr.cc/default/u/johnjavit Thorne Supplements (we use Omega-3 with CoQ10, Red Yeast Rice, Zinc) https://get.aspr.app/SH1KvW Organifi Creatine and Shilajit Gummies http://rwrd.io/rlbkajm?c MitoZen (methylene blue for Cognitive Function, Anti-Aging, Mental Clarity) https://www.mitozen.com/ref/cnlwiztypt/ For skin and hair health (Copper Tripeptide-1)  Visit Luminose by Entera for an exclusive offer for Peptide Podcast listeners!  ** Promo code PEPTIDEPODCAST at checkout for 10% off an order or 10% off the first month of a subscribe-and-save. ** https://www.enteraskincare.com/?rfsn=8906839.f93c72 NAD+ Push Patch: https://www.pushpatch.com/

Det ene stormvejr var knap nok slut, før det næste trak ind over verdensøkonomien i 2025. Trumps toldkrig trak overskrifter og sendte aktiekurserne i kæmpe bølgegang. Krigene i Ukraine og Mellemøsten gav uro og skabte usikkerhed, og herhjemme oplevede Novo Nordisk en historisk nedtur. Men hvad med 2026? Fortsætter uroen og toldkrigen. Brister der en kæmpe IT-boble i USA og får Novo fodfæste? Hør de kvalificerede bud i årets første udgave af Finans Global. Gæst: Thomas Høy, global korrespondent, Finans. Vært: Mads Ring. Foto: Arne Dedert/dpa/AP Images. See omnystudio.com/listener for privacy information.

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

Het was me het jaartje wel op de beurs. DeepSeek, handelsoorlog, herstel van de handelsoorlog... Beurzen beleefden een volatiel jaar, maar bleven toch overeind staan. Deze aflevering maken we de balans voor je op. En we kijken wat er komend jaar in het vat zit. Ook hoor je over het vertrek van een icoon. Warren Buffett staat na de jaarwisseling zijn stoeltje aan het hoofd van Berkshire Hathaway af. Moeten we hem gaan missen? We vertellen je hoe jij je als belegger ook steeds beter moet inlezen in geopolitiek. Want spanningen in Europa, het Midden-Oosten en zelfs tussen de VS en de rest van de wereld regeerden de beurs het afgelopen jaar. En we hebben nog wat laatste nieuws van het jaar. China laat nog even weten dat ze nog altijd ruzie hebben met Nederland als het om de chipindustrie gaat. En Tesla komt op de valreep nog met een slecht vooruitzicht, waar ze waarschijnlijk van hoopten dat het onder de radar door zou vliegen. Te gast: Nico Inberg van De AandeelhouderSee omnystudio.com/listener for privacy information.

In der heutigen Folge sprechen die Finanzjournalisten Nando Sommerfeldt und Holger Zschäpitz über das Abrauschen der Rohstoffe, Nachlässe von Novo Nordisk und den großen Ausblick aufs Börsenjahr 2026. Außerdem geht es um Newmont, AngloGold, Barrick Mining, Freeport-McMoRan, Southern Copper, Dan Ives Wedbush AI Revolution ETF (WKN: A41ALU), Nvidia, Microsoft, Apple, Tesla, Palantir, Crowdstrike, Zalando, Scout24, Rheinmetall, Symrise, SAP, Adidas, Telekom, Siemens Healthineers, Beiersdorf, Amundi MSCI Greece (WKN: LYX0BF). Die aktuelle "Alles auf Aktien"-Umfrage findet Ihr unter: https://www.umfrageonline.com/c/mh9uebwm Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter.[ Hier bei WELT.](https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html.) [Hier] (https://open.spotify.com/playlist/6zxjyJpTMunyYCY6F7vHK1?si=8f6cTnkEQnmSrlMU8Vo6uQ) findest Du die Samstagsfolgen Klassiker-Playlist auf Spotify! Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? [**Hier findest du alle Infos & Rabatte!**](https://linktr.ee/alles_auf_aktien) Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Hermann Haller, MD, PhD President, Professor, MDI Biological Laboratory; Professor, Department of Nephrology and Hypertension, Hannover Medical School Haller received his medical degree from the Free University of Berlin and completed his postdoctoral work at Yale University. He has published more than 700 peer-reviewed articles, holds six world-wide patents and has founded four biotech companies. He has received many honors and awards and serves on numerous advisory boards, including those of Bayer, Boehringer Ingelheim, Genzyme and Novo Nordisk. In addition to his position at the MDI Biological Laboratory, he is also a full professor of medicine and former chairman of the Division of Nephrology at the Hannover Medical School in Germany. INNOVATORS is a podcast production of Harris Search Associates.      *The views and opinions shared by the guests on INNOVATORS do not necessarily reflect the views of the interviewee's institution or organization.*

En Capital Intereconomía hemos seguido en directo la apertura del Ibex 35 y del resto de bolsas europeas. En el análisis de mercados, Pablo García, director de Divacons–Alphavalue, ha destacado el repunte del IPC adelantado en España al 2,9% en diciembre, un dato clave para las expectativas de política monetaria. La jornada ha estado marcada por el protagonismo de la inteligencia artificial, tras la compra por parte de Meta de una rival de DeepSeek por 2.000 millones de dólares, y por los movimientos corporativos de Novo Nordisk, que ha anunciado una rebaja de precios en China. En el mercado de materias primas, el oro cierra un año récord, mientras el petróleo sigue condicionado por la geopolítica. Además, se ha comentado el nuevo ataque de Donald Trump a Jerome Powell y las principales claves de estrategia de mercado. El programa ha finalizado con el Consultorio de Bolsa junto a Javier Alfayate, gestor de fondos.

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

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

Ponemos el foco en valores como Novo Nordisk, los bancos europeos, sector defensa y energéticas. Con Josep Prats, gestor de fondos de Abante Asesores.

Welcome to Ozempic Weightloss Unlocked, where we dive into the latest on Ozempic from medical breakthroughs to lifestyle shifts.Ozempic, a glucagon-like peptide one receptor agonist, mimics a hormone to boost insulin, slow stomach emptying, curb appetite, and quiet food noise. The American Cancer Society notes it was first approved for type two diabetes but now aids weight loss with diet and exercise, delivering average losses of fifteen to twenty percent of body weight in studies.Recent research from the University of Texas at Arlington highlights up to twenty percent body weight reduction over months through appetite suppression. Yet, AOL reports real-world data shows an average five point one percent loss on semaglutides like Ozempic.Exciting medical news: A Danish and Canadian trial in CU Anschutz Medicine found obese knee osteoarthritis patients on weekly GLP-one agonists had major pain relief and better function. Orthopedics expert Karin Payne sees huge promise for these drugs in easing arthritis symptoms by cutting weight.Psychology Today's December twenty ninth, twenty twenty five study reveals Ozempic reshapes more than bodies. Users feel normal and happier post-loss but face emotional hits from past stigma. Demand surges from weight anxiety, even in slim nations like Japan, fueled by social media. Many endure nausea, fatigue, and costs, tweaking doses via TikTok tips, blurring into disordered eating risks.The New York Times reports older adults over sixty five quit GLP-one drugs like semaglutide within a year at sixty percent rates, regaining weight and facing muscle loss that hurts fitness. Shortages contributed.Big update: Reuters says the Food and Drug Administration just approved Novo Nordisk's twenty five milligram oral semaglutide pill as Wegovy for obesity or overweight with conditions, expanding access beyond injections.Cancer links remain mixed per the American Cancer Society: possible lower risks for breast, prostate, and others, but avoid if thyroid cancer history.Pair Ozempic with healthy eating, exercise, and doctor guidance for best results.Thanks for tuning in, listeners. Subscribe for more updates. This has been a Quiet Please production. For more, check out quietplease.ai. Some great Deals https://amzn.to/49SJ3QsFor more check out http://www.quietplease.aiThis content was created in partnership and with the help of Artificial Intelligence AI

En sjælden set nedtur af historiske dimensioner ramte Novo Nordisk i 2025. med et tab af aktieværdien på næsten 50 pct. for året og 70 pct. siden sommeren ´24 har virksomheden været ramt af en krise, der ikke kun har givet rystelser økonomisk, men også kastet Novo ud i et ledelsesmæssigt kaos. Nu har Novo kort før jul fået en vigtig godkendelse af sin nye fedmepille til det amerikanske marked. Spørgsmålet er om det er nok. Hør denne Lyn-analyse, hvor Finans´ Novo-skribent Nick Sturm på tærsklen til 2026 kigger ind i det nye år og giver sit bud på Novos muligheder og udfordringer. Gæst: Nick Sturm, journalist, Finans, Vært: Mads Ring. Foto: Novo Nordisk.See omnystudio.com/listener for privacy information.

Welcome to Ozempic Weightloss Unlocked, where we dive into the latest news on Ozempic, from medical breakthroughs to lifestyle impacts.Ozempic, a glucagon-like peptide one receptor agonist, mimics a hormone that curbs appetite, slows stomach emptying, and boosts insulin, leading to significant weight loss. Studies from the University of Texas at Arlington show it helps people shed up to twenty percent of body weight over months by suppressing hunger.Exciting pill option now available. Reuters reports the Food and Drug Administration approved Novo Nordisk's twenty-five milligram oral semaglutide pill, branded Wegovy, for chronic weight management in adults with obesity or overweight plus related conditions. In trials from Healthbanks, daily semaglutide pills led to nearly fourteen percent body weight loss over sixty-four weeks, versus two percent on placebo. AOL notes oral Wegovy users lost thirteen point six percent over fifteen months, cutting sick days in half.Beyond weight, new benefits emerge. University of Colorado Anschutz research highlights GLP-one agonists like Ozempic easing knee osteoarthritis pain and improving function in obese patients, per a Denmark and Canada trial.American Cancer Society explains most loss happens in year one, slowing after, with some regain upon stopping, so long-term use with diet and exercise is key. Older adults often quit early, per New York Times via American Medical Association, due to muscle loss or shortages, regaining weight.Pair with healthy habits for best results, listeners. Consult your doctor.Thanks for tuning in, listeners. Subscribe for more updates. This has been a Quiet Please production, for more check out quietplease.ai. Some great Deals https://amzn.to/49SJ3QsFor more check out http://www.quietplease.aiThis content was created in partnership and with the help of Artificial Intelligence AI

After years of carrying over 300 pounds, Dennis reached out to a physician for help and was able to get a healthier weight. What he found was a new kind of freedom. “Less back pain. Less knee pain. More energy for work, the gym, and playing with my daughter.” In this episode of My Weight Live, Dennis shares what it was like to take control of his health — and how it changed every part of his life.The medical information in this podcast is provided as an information resource only. It is not in any way intended to be nor should you rely on it as a substitute for professional medical evaluation, diagnosis, advice and treatment.This episode was sponsored by Novo Nordisk. It was created independently by My Weight - What to Know with no influence from Novo Nordisk.

Good morning from Pharma Daily: the podcast that brings you the most important developments in the pharmaceutical and biotech world. Today, we delve into the significant events of 2025, a year marked by pivotal scientific breakthroughs, regulatory changes, and industry trends that have reshaped drug development and patient care.One of the standout advancements was Novo Nordisk gaining FDA approval for an oral version of Wegovy, a glucagon-like peptide-1 (GLP-1) receptor agonist for obesity management. This marks a notable shift in treatment accessibility, as it provides an easier alternative to injectables for those managing weight and cardiovascular risks. This development could significantly enhance patient adherence and broaden access to this critical therapy.However, not all news was positive. Pfizer faced a challenging situation when a patient death occurred in the extension of their Hympavzi hemophilia study. Such incidents highlight the intrinsic risks of clinical trials, especially within gene therapy realms where safety monitoring is paramount. These events remind us of the delicate balance between innovation and patient safety in advanced biologic therapies.In legal news, Johnson & Johnson was ordered by a Baltimore jury to pay $1.56 billion in a talc-related cancer case. This ruling underscores heightened scrutiny on product safety and consumer protection within the pharmaceutical industry, potentially influencing future litigation and regulatory measures.Clinical trial outcomes also presented mixed results. Neurocrine Biosciences' Ingrezza did not meet efficacy endpoints in its phase 3 trial for cerebral palsy-related dyskinesia. Although it is approved for other movement disorders, this setback reflects the complexities involved in expanding drug indications. Such challenges highlight ongoing hurdles in translating preclinical successes into clinical realities.Despite geopolitical tensions, particularly between China and the U.S., Chinese biotech firms thrived, maintaining robust deal activity. China's continued growth as an innovation hub is driven by strategic investments and collaborations that bolster global drug development efforts, underscoring its increasing influence in life sciences.Regulatory landscapes also shifted with proposals from the Center for Medicare & Medicaid Innovation to align U.S. drug prices with international rates under Medicare Parts B and D. These proposed models could significantly impact pricing strategies and market dynamics within the U.S., requiring pharmaceutical companies to adapt while ensuring equitable access to medications.Ethical challenges surfaced as six individuals were charged with insider trading involving biotech stocks. Such incidents highlight the necessity for stringent ethical standards and regulatory oversight to maintain investor confidence and market integrity.Meanwhile, AstraZeneca's extended partnership with Niowave for actinium-225 supply reflects an interest in radiopharmaceuticals as targeted cancer therapies. This collaboration highlights the potential of radiopharmaceuticals in oncology, opening promising avenues for precision medicine approaches.As 2025 closes, it's clear that this year has been one of both triumphs and trials for the pharmaceutical and biotech industries. Scientific innovations like Novo Nordisk's oral GLP-1 receptor agonist offer new hope for patients, yet challenges such as clinical trial setbacks and legal battles indicate ongoing hurdles in drug development and commercialization. These developments will likely influence industry strategies and regulatory policies as we advance into 2026.The sustained momentum of China's biotech industry amid global trade tensions remains notable. This trend reflects China's strategic investments in biotech capabilities and its growing role in global markets despite geopolitical frictions.In clinical research, Hope BioscienceSupport the show

Asia’s markets are mixed this Christmas Eve - but beneath the calm, powerful themes are moving capital fast as investors weigh healthcare breakthroughs, defence spending, and surging commodities. Novo Nordisk jumps as US regulators approve the first-ever GLP-1 weight-loss pill, reshaping the obesity drug market. US defence stocks rally, with Huntington Ingalls riding expectations of higher military spending and domestic shipbuilding. Huawei defies expectations, pushing into ultra-luxury electric vehicles and outselling traditional European carmakers in China. Meanwhile, copper and platinum hit record highs, fuelled by supply constraints, electrification, AI demand and tariff stockpiling. From Singapore stocks to luxury crab replacing caviar, this is Market View - hosted by Michelle Martin solo.See omnystudio.com/listener for privacy information.

In Trends podcasts vind je alle podcasts van Trends en Trends Z, netjes geordend volgens publicatie.  De redactie van Trends brengt u verschillende podcasts over wat onze wereld en maatschappij beheerst.  Vanuit diverse invalshoeken en met een uitgesproken focus op economie en ondernemingen, op business, personal finance en beleggen.  Onafhankelijk, relevant, telkens constructief en toekomstgericht.  Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

GLP-1 weight-loss drug injections have slimmed many waistlines and wallets. U.S. regulators have now approved a much less expensive alternative; Novo Nordisk has gotten the green light for an oral version of Wegovy. Pills are cheaper to manufacture than injectables, and that could be a game-changer. Then, consumers still feel pessimistic heading into the new year, and more Americans are staying unemployed for longer.

The S&P 500 closing at a fresh record high, as commodities come along for the ride. If the metal moves in Gold, Silver, and Copper can keep rocking into the new year, and how this morning's strong GDP report will impact the Fed's next rate decision. Plus Shares of Novo Nordisk on the move as the pharma company's weight loss pill gets approved by the FDA. How the decision can tip the scales for Novo, and what one analyst sees in store for the weight loss drug space.Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

GLP-1 weight-loss drug injections have slimmed many waistlines and wallets. U.S. regulators have now approved a much less expensive alternative; Novo Nordisk has gotten the green light for an oral version of Wegovy. Pills are cheaper to manufacture than injectables, and that could be a game-changer. Then, consumers still feel pessimistic heading into the new year, and more Americans are staying unemployed for longer.

Plus: The U.S. bans new China-made drones from DJI and Autel Robotics, sparking outrage among pilots. And U.S. regulators approve the first GLP-1 weight-loss pill, a tablet formulation of Novo Nordisk's Ozempic and Wegovy. Daniel Bach hosts. Sign up for WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

A surprisingly strong GDP report boosted investors' spirits. Plus: American depositary receipts for Novo Nordisk rise after U.S. regulators approved a pill version of weight-loss drug Wegovy. Danny Lewis hosts. Sign up for the WSJ's free What's News newsletter. An artificial-intelligence tool assisted in the making of this episode by creating summaries that were based on Wall Street Journal reporting and reviewed and adapted by an editor. Learn more about your ad choices. Visit megaphone.fm/adchoices

Carl Quintanilla and Jim Cramer led off show with the weight loss drug wars: Shares of Novo Nordisk shares surged after the FDA approved the company's Wegovy pill — making it the first oral GLP-1 cleared by regulators for treatment of obesity. ServiceNow CEO Bill McDermott joined the program to discuss his company's deal to acquire cybersecurity startup Armis for $7.75 billion in cash. Hear what McDermott had to say about this year's slump in shares of ServiceNow and other software stocks. Also in focus: Q3 GDP shows 4.3% growth, the AI trade, countdown to Christmas and new data on holiday spending, Tesla gets a big price target boost on Wall Street, the stock that's getting a lift from President Trump's battleship announcement. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The FDA approving the first GLP-1 pill for obesity from Wegovy maker Novo Nordisk. CNBC speaking with the CEO about expanding access and how the pill will increase the company's competitive edge. Then, former U.K. Treasury Minister Jim O'Neill. His outlook for global markets. And President Trump saying “aggressive housing reform” is coming next year. UBS helps look at possible policy changes and the impact to stocks in the sector. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The US economy picked up speed over the three months to September, as consumer spending jumped and exports increased but consumer sentiment is low, Rahul Tandon hears from a business about what things are like on the ground. The US Food and Drug Administration (FDA) has approved a pill version of the weight-loss drug Wegovy, according to pharmaceutical giant Novo Nordisk. And, an important moment for Indian female cricket players seeing their match fees doubled for domestic games.(Photo: A person shops for products imported from Asia at a market in Los Angeles, California, USA, 07 April 2025. Credit: ALLISON DINNER/EPA-EFE/REX/Shutterstock)

Third quarter growth was much stronger than expected, but low consumer confidence paints a mixed picture. Novo Nordisk shares climb after the FDA approves the first GLP-1 obesity pill. Plus, could space be the place for data centers? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Wall Street is pushing for another day of gains as stocks aim for a fourth straight win. Key for your money: a busy slate of market-moving data, including a delayed first look at third-quarter GDP. Plus, gold and silver hit fresh all-time highs, — what's driving the 2025 surge. And later, Tesla safety concerns, a Trump bump for a South Korean shipbuilder, and Novo Nordisk pulls ahead in the weight-loss race. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Novo Nordisk President & CEO Mike Doustdar discusses the recent US approval of Novo Nordisk's Wegovy weight loss pill, the advantage of being the first to market, the availability of the pill, the company's gameplan, and the timeline of the pill's release. Doustdar spoke with Bloomberg's Katie Greifeld.See omnystudio.com/listener for privacy information.

En este cierre de año, Wall Street busca impulso mientras los mercados se preparan para una semana corta por las festividades. Aquí están los temas clave del día:

Market update for Tuesday December 23, 2025Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In this episode:Gold and silver prices hit new recordsNovo's weight-loss pill gets FDA approvalGoogle buys a renewable energy firm for $4.75BTrump's new battleship deal goes to Huntington IngallsU.S. drone stocks soar after U.S. bans foreign playersJohnson & Johnson ordered to pay $1.5B by jury in baby powder case

Grænser er blot streger på et stykke papir, når chefporteføljeforvalter Morgen Gregersen skal sammensætte aktieporteføljen hos Formuepleje. For gode og interessante investeringsmuligheder kan findes - stort set - hele kloden rundt, når man ved, hvad man leder efter. Hør, hvordan han arbejder med porteføljen og få indblik i de aktier, han har tiltro til gående fremad. I studiet ser chefanalytiker Lau Svenssen fra Svenssen & Tudborg på åbningsniveauer denne sidste dag inden juleferien og giver sit besyv med om seneste nyt fra Novo Nordisk. Vært: Bodil Johanne GantzelSee omnystudio.com/listener for privacy information.

The Stoxx 600 reaches a new intra-day high with investors now anticipating the U.S. GDP print later today. Drug giant Novo Nordisk sees its shares soar as it seeks to gain U.S. approval for the pill-form version of its weight-loss drug Wegovy. President Trump has reiterated previous calls for acquiring Greenland from Denmark for national security reasons as he appoints a new envoy to the Arctic territory. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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

In der heutigen Folge sprechen die Finanzjournalisten Nando Sommerfeldt und Holger Zschäpitz über einen Weltraum-Überflieger, den nächsten Orsted-Rückschlag und die 3 perfekten Erbstreit-Vermeidungsfragen. Außerdem geht es um Micron, Nvidia, Broadcom, AMD, Eli Lilly, Abivax, Huntington Ingalls Industries, Starfighters Space, iShares Quantum Computing ETF (WKN: A41HPW), ETF Van Eck Space Innovators (WKN: A3DP9J9), D-Wave Quantum, Rigetti 13%, Ionq 11%, Quantum Computing 13%, Interactive Brokers, ICE, Draftkings, Flutter Entertainment, Robinhood. Die aktuelle "Alles auf Aktien"-Umfrage findet Ihr unter: https://www.umfrageonline.com/c/mh9uebwm Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter.[ Hier bei WELT.](https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html.) [Hier] (https://open.spotify.com/playlist/6zxjyJpTMunyYCY6F7vHK1?si=8f6cTnkEQnmSrlMU8Vo6uQ) findest Du die Samstagsfolgen Klassiker-Playlist auf Spotify! Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? [**Hier findest du alle Infos & Rabatte!**](https://linktr.ee/alles_auf_aktien) Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Araceli de Frutos, asesora del fondo Alhaja Inversiones, sigue de cerca el comportamiento en Novo Nordisk, Orsted, Nestlé, Zalando y para JD Sports.

Die Wall Street ist im Feiertagsmodus. Kaum Bewegung bei den Futures, die Umsätze trocknen aus und der S&P 500 pendelte gestern fünf Stunden lang in einer engen Spanne von 10 Punkten. Die Börse schließt am Mittwoch früh und bleibt am Donnerstag wegen Weihnachten ganz zu. Der S&P 500 notiert nur noch 0,3% unter dem Allzeit, mit dem VIX-Angstbarometer nahe dem 52-Wochen-Tief. In diesem Jahr knackte der S&P 500 38 Rekorde, nach 57 im Jahr 2024. Heute stehen noch einige Wirtschaftsdaten an, die Beachtung finden werden. Das BIP-Wachstum für das dritte Quartal lag bei 4,3%. Analysten rechneten mit einer annualisierten Wachstumsrate von 3,3%. Der Inflationsdruck nimmt parallel aber ebenfalls merklich zu. Um 16 Uhr MEZ wird außerdem das Dezember-Verbrauchervertrauen gemeldet, das von 88,7 auf 91 gestiegen sein soll. Das Finanzministerium wird um 19 Uhr MEZ zudem das Ergebnis der Auktion von 71 Mrd. US-Dollar 5-jähriger Staatsanleihen melden. Was Unternehmen betrifft, stehen die Aktien von Novo Nordisk im Fokus. Die US-Gesundheitsbehörde hat das Gewichtsverlustmedikament Wegovy in Pillenform zugelassen. Der Verkauf beginnt im Januar, mit monatlichen Kosten von 149 US-Dollar. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • X: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram

Die Wall Street ist im Feiertagsmodus. Kaum Bewegung bei den Futures, die Umsätze trocknen aus und der S&P 500 pendelte gestern fünf Stunden lang in einer engen Spanne von 10 Punkten. Die Börse schließt am Mittwoch früh und bleibt am Donnerstag wegen Weihnachten ganz zu. Der S&P 500 notiert nur noch 0,3% unter dem Allzeit, mit dem VIX-Angstbarometer nahe dem 52-Wochen-Tief. In diesem Jahr knackte der S&P 500 38 Rekorde, nach 57 im Jahr 2024. Heute stehen noch einige Wirtschaftsdaten an, die Beachtung finden werden. Das BIP-Wachstum für das dritte Quartal lag bei 4,3%. Analysten rechneten mit einer annualisierten Wachstumsrate von 3,3%. Der Inflationsdruck nimmt parallel aber ebenfalls merklich zu. Um 16 Uhr MEZ wird außerdem das Dezember-Verbrauchervertrauen gemeldet, das von 88,7 auf 91 gestiegen sein soll. Das Finanzministerium wird um 19 Uhr MEZ zudem das Ergebnis der Auktion von 71 Mrd. US-Dollar 5-jähriger Staatsanleihen melden. Was Unternehmen betrifft, stehen die Aktien von Novo Nordisk im Fokus. Die US-Gesundheitsbehörde hat das Gewichtsverlustmedikament Wegovy in Pillenform zugelassen. Der Verkauf beginnt im Januar, mit monatlichen Kosten von 149 US-Dollar. Ein Podcast - featured by Handelsblatt. +++ Alle Rabattcodes und Infos zu unseren Werbepartnern findet ihr hier: https://linktr.ee/wallstreet_podcast +++ +++ Hinweis zur Werbeplatzierung von Meta: https://backend.ad-alliance.de/fileadmin/Transparency_Notice/Meta_DMAJ_TTPA_Transparency_Notice_-_Ad_Alliance_approved.pdf +++ Der Podcast wird vermarktet durch die Ad Alliance. Die allgemeinen Datenschutzrichtlinien der Ad Alliance finden Sie unter https://datenschutz.ad-alliance.de/podcast.html Die Ad Alliance verarbeitet im Zusammenhang mit dem Angebot die Podcasts-Daten. Wenn Sie der automatischen Übermittlung der Daten widersprechen wollen, klicken Sie hier: https://datenschutz.ad-alliance.de/podcast.html Impressum: https://www.360wallstreet.de/impressum

Omkring 90.000 flere danskere har købt Novo Nordisk i år, viser tal fra børsmægleren Nordnet. Dermed har tusinder af danskere formentlig mistet ret store summer på at handle i danskernes absolutte børsdarling. Vi kan ikke gentage det nok gange her på podcasten: Lad nu være med at kaste for mange penge i hjemlige aktier! Spred risikoen og kig mod udlandet. Vi taler også om helt friske nøgletal fra dansk økonomi, der bare bliver ved at med at stråle. Vi rammer formentlig et statsligt budgetoverskud på over 120 milliarder kroner og beskæftigelsen bliver ved med at stige. Til sidst taler vi om årets måske største aktietema: Forsvarsaktier. Forsvarsaktier klarede sig bedre end aktiemarkedet generelt i år og forventningen er, at der kommer til at gentage sig igen næste år. I studiet: Magnus Barsøe og Mikael Milhøj.See omnystudio.com/listener for privacy information.

El analista independiente revisa los títulos de Novo Nordisk, Acerinox, AENA, Cisco o Unicaja, entre otros

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

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

Story of the Week (DR):Embattled BP replaces CEO, naming Woodside Energy chief as first-ever woman leader of a Big Oil giant MMBP names new CEO — its fourth in 6 yearsO'Neill will replace Murray Auchincloss, after less than two years in the role.BP's C-suite milestone: Women in both the CEO and CFO seatsMelody Meyer: Chair of the safety and sustainability committeeDame Amanda Blanc: Senior independent director Interim CEO Carol HowleCFO Kate ThomsonEmma Delaney: EVP, customers & productsKerry Dryburgh - EVP, people, culture & communications and chief human resources and communications officer *Emeka Emembolu: EVP, technology*William Lin - EVP, gas & low carbon energy2 of 8 white dude leadershipEven after Pamela Daley stepped down in July, still 43% female board influenceMeg O'Neill: ‘hard-nosed' outsider who will head BP's pivot away from green energyFirst female appointment to a major oil company has faced fierce resistance from climate activists as boss of Woodside43% female board influence at WoodsideCarol Howle, current executive vice president, supply, trading & shipping of bp, will serve as interim CEO until Meg joins as CEO.BP 'woke' agenda axed as it hires first female chief exec and doubles down on fossil fuelsWarner Bros Discovery board rejects rival bid from ParamountWBD's board of directors (chaired by Samuel Di Piazza Jr.) has unanimously rejected the Paramount tender as inferior and risky, urging shareholders to reject it and uphold the Netflix transaction instead.David Ellison pulled the dad card early onRight after WBD rejected one of multiple secret bids in September, David Ellison called Warner Bros. CEO David Zaslav to request that Zaslav meet with his father, Larry Ellison. The conventional wisdom was that the Oracle cofounder's billions would prevail. In the end, that didn't happen. WBD expressed concern that the bid relied on a revocable trust, whose assets or liabilities were subject to change.A zealous Paramount pulled out all the stops to woo ZaslavWe already knew Zaslav stood to make over $500 million from a Paramount deal, based mainly on his shares that would vest immediately after it closed ($567,712,631, to be exact, according to the filing). Zaslav told the WBD board that the Ellisons had "indicated to him that" if a deal went through, he would "receive a compensation package worth several hundred million dollars," per the filing. Zaslav responded that it "would be inappropriate to discuss any such arrangements at that time," he told the board.Paramount also offered Zaslav the position of co-CEO and co-chairman of the combined company, a role Netflix didn't offer, the filing said.That runs contrary to the narrative put forth in a letter Paramount's attorneys at Quinn Emanuel sent to WBD, stating they suspected the process was biased in favor of Netflix due to WBD leadership's expectations that there could be roles for them at the new company. Paramount's legal and financial advisors didn't know about the "December 3 Quinn Emanuel" letter and, in their view, the letter should not have been sent, was "not helpful," and was a "mistake," the filing says.TikTok signs agreement to create new U.S. joint ventureTikTok has signed binding agreements with investors including Oracle, Silver Lake and MGX for the sale of its US arm, creating a joint venture as part of a deal orchestrated by President Donald Trump.The U.S. joint venture will be 50% held by a consortium of new investors, including Larry Ellison's Oracle, Silver Lake and Abu Dhabi's MGX, with 15% each. Just over 30% will be held by affiliates of certain existing investors of ByteDance, and almost 20% will be retained by ByteDanceHouse Democrats release more Epstein photos, including Bill Gates and a dinner full of wealthy philanthropists Donald TrumpBill Clinton Bill Gates – Microsoft co-founderSergey Brin – Google co-founderRichard Branson – Virgin Group founderLarry Summers – Economist, Harvard President, OpenAI directorSalar Kamangar – Former YouTube CEO Sultan Ahmed bin Sulayem — Emirati businessman; Chair/CEO of DP WorldLes Wexner — Founder of L BrandsLeon Black — co-founder and former CEO of Apollo Global ManagementTom Pritzker — Executive Chair Hyatt HotelsGlenn Dubin — Hedge fund manager Dubin & Co.; co-founder of Highbridge Capital Management Ron Baron — Founder & chairman of Baron Capital ManagementJosh Harris — co-founder of Apollo Global Management and managing partner of Philadelphia 76ers, New Jersey Devils, and Washington CommandersAriane de Rothschild — Wealthy banking heir; CEO of Edmond de Rothschild GroupGoodliest of the Week (MM/DR):DR: Canada to Launch Sustainable Investment Taxonomy in 2026According to the government, the new taxonomy will provide a set of criteria for the identification of investments that are eligible for a “green” or “transition” investment label, enabling companies to issue green or transition bonds, and investors to evaluate the credibility of sustainable investment products.MM: Tesla's having a good time at the DMVCalifornia won the right to ban sales of Tesla vehicles in the state due to false advertising about “self driving cars”MM: Walmart's women truckers surge thanks to $115,000 starting pay and other perks bringing in nontraditional candidatesAssholiest of the Week (MM):Helge LundEmbattled BP replaces CEO, naming Woodside Energy chief as first-ever woman leader of a Big Oil giant:O'Neill is “taking over the British energy behemoth at a time when it has fallen behind the other global oil and gas supermajors and was even a potential takeover target earlier this year by rival Shell.”Is there anything glass cliff-ier than this stat:Helge Lund has now overseen BP's failed Murray Auchincloss tenure, Bernard Looney's tenure, and Bob Dudley's leaving (6 year tenure) and Novo Nordisk's incredible succession failure, the failure of Nokia in 2013… I hate having to celebrate a female first - like becoming a CEO when eminently overqualifiedSam Altman againSam Altman says he has '0%' excitement about being CEO of a public company ahead of a potential OpenAI IPOHe changed it from a non profit to a for profit in order to go public and make all the money.Also: “billionaire says”Sam Altman Sounds Alarm As ChatGPT Explodes Globally: 'Rate Of Change' Sparks AI Anxiety, Job FearsSam Altman Uses His New Image Generator to Show Himself As a Jacked Fireman With Washboard Abs… With an Absolutely Hilarious ErrorSam Altman says OpenAI has gone 'code red' multiple times; and they'll do it againThe “sound the alarm” gaslightPeter C. Earle, Ph.D, Director of Economics and Economic Freedom and Senior Research Fellow at American Institute for Economic Research DRStop Fixating on CEO Pay Ratios and Start Fixing Labor Markets“The average employee is hired under conditions of broad substitutability — many people can competently perform the role with modest training. The CEO labor market is the opposite: extremely small, specialized, global, and contingent on track records that can shift a firm's valuation by billions of dollars. The demand curve for top executive talent is steep; the supply curve is extraordinarily thin.”“Skilled executives can influence strategy, capital allocation, risk management, and organizational culture in ways that affect firm performance far more than incremental labor inputs elsewhere in the organization, even if the latter are voluminous. If a CEO's decisions add even a few percentage points to long-term returns, the economic value created dwarfs the compensation.”Translation: CEOs are worth it, regular workers are not. “Such a ratio also ignores value creation. [...] The relevant question is not “Is the ratio of worker to executive pay too large?” but rather “Does the CEO create more value than their talent costs?”Does not propose how to prove value creation of the CEO other than “stock go up”Earle had this to say about leadership in 2019: “teams (also companies, organizations, groups, and so on) which experience outstanding success inevitably cite leadership as a factor — often the decisive one, and frequently emanating from a particular individual.”“But it should come as no surprise that many successful sports teams, firms, and organizations readily identify leadership as the decisive factor in their triumphs. It's a better story than merely having incredible resources and facilities, superior performance, or as is often the case: simple, garden-variety luck.”Headliniest of the WeekDR: Ryanair CEO Michael O'Leary plans to step down by 2035 & Chipotle chases the protein craze with new menu items — including meat in a cupMM: LinkedIn CEO says it's ‘outdated' to have a five-year career plan: It's a ‘little bit foolish' considering the pace AI is changing the workplaceWho Won the Week?DR: Powerful women at BPMM: 4 year career plansPredictionsDR: David Ellison cancels his Netflix subscription then hires Erika Kirk to run programming at Nickelodeon and MTVMM: Ryanair CEO Michael O'Leary steps down in 2035 and become executive chair, pledging to step down as executive chair in 2057.

Pharma Influence & Why Patient Voices Matter Lobbying Power: Eli Lilly, Novo Nordisk, and Government Access Why GLP-1 Medication Access Is at Risk Introducing Sabina Hemi & the Mission of GLP Winner Why Compounded GLP-1s Matter for Real Patients The Federal “Safe Drugs” Bill: What It Claims vs What It Does Why This Bill Raises Red Flags for Patients What Real Compounding Safety Reform Would Look Like How Compounding Pharmacies Are Actually Regulated Today Prescription Reporting vs Patient Safety Is This Bill About Safety or Litigation Data? Dose Flexibility, Personalized Medicine, and Compounding Florida SB 860: A Direct Threat to Compounded GLP-1s Why Florida Compounding Impacts the Entire Country Why Obesity Medications Are Being Singled Out Active Pharmaceutical Ingredients (API): What Patients Should Know FDA Oversight, the “Green List,” and State Overreach Why Florida's API & COA Requirements Don't Add Up FDA Inspection Backlogs & Impossible Compliance Standards Branded Drug Safety Issues vs Compounding Scrutiny Catalent, Novo Nordisk, and Manufacturing Concerns Counterfeit Ozempic: The Overlooked Safety Crisis Why Supply Chain Integrity Should Be the Priority What Patients Can Do Right Now Petitions, Advocacy, and Making Your Voice Heard Florida Residents: Why Local Action Matters Final Thoughts on Access, Power, and Patient Advocacy Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Ce vendredi 19 décembre, Novo Nordisk, sous le coup de déception successive cette année 2025, les politiques français avec les réformes des retraites, ainsi que le mal de l'Europe avec les changements économiques, ont été abordés par Hervé Goulletquer, conseiller économique senior chez Accuracy, Sebastien Lalevee, directeur général de Montpensier Arbevel, Stéphanie Maugey, gérante de portefeuilles à la Financière d'Uzès, et Denis Ferrand, directeur général de Rexecode, reçu par Marc Fiorentino dans l'émission C'est Votre Argent sur BFM Business. Retrouvez l'émission le vendredi et réécoutez-la en podcast.

Since Novo Nordisk launched Wegovy in 2021, it has dominated the fast-growing market for slimming drugs. Now a new jab is eating into the Danish firm's success. Why a slang expert thinks the first word humans ever uttered may have been a profane one. And why British sheep have got happier. Listen to what matters most, from global politics and business to science and technology—Subscribe to Economist Podcasts+For more information about how to access Economist Podcasts+, please visit our FAQs page or watch our video explaining how to link your account.  Hosted on Acast. See acast.com/privacy for more information.

Since Novo Nordisk launched Wegovy in 2021, it has dominated the fast-growing market for slimming drugs. Now a new jab is eating into the Danish firm's success. Why a slang expert thinks the first word humans ever uttered may have been a profane one. And why British sheep have got happier. Listen to what matters most, from global politics and business to science and technology—Subscribe to Economist Podcasts+For more information about how to access Economist Podcasts+, please visit our FAQs page or watch our video explaining how to link your account.  Hosted on Acast. See acast.com/privacy for more information.

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