POPULARITY
Categories
The GLP-1 race "is not fair to call a race anymore," argues Scott Zari when comparing Eli Lilly (LLY) and Novo Nordisk (NVO), calling the former a clear winner. He explains how Eli Lilly pulled ahead in the market and ways it's bolstering healthcare offerings in ways he sees Novo Nordisk lagging. Tom White offers an example options trade for Eli Lilly. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
ServiceNow, Nexstar, Meta, Instagram, Novo Nordisk and the Iranian Banking sector are all part of this week's breaches...
A growing number of biotechs are defying the perception that you need the might of big pharma to launch a new drug. But there's always the prospect of an offer that simply can't be refused. Three leaders who recently sold companies – Whit Bernard (Metsera), Mike MacLean (Avidity), and Gregory Kunst (Aurion) – shared their experiences, and their views on M&A trends in the sector, at RBC's recent Global Healthcare Conference.Key points:Metsera managed to stay focused on business through a high-stakes bidding war.A strong sense of its own value helped Avidity to its Novartis buyout.In a tough capital-raising landscape, biotechs need to be open to partnerships with bigger firms.While the patent cliff is spurring pharma deals, corporates have a variety of M&A objectives.A series of successful drug launches by small innovators may signal the end of investors' ‘short the launch' strategy.Introductions [00:07]Host Joe Colletti introduces highlights from the M&A panel at RBC's Global Healthcare Conference, featuring Brian Abrahams and colleagues posing questions to Whit Bernard (Metsera), Mike MacLean (Avidity), and Gregory Kunst (Aurion).Biotech histories [01:01]Each of the execs outlines the background to their former companies and the therapies they developed.Avidity's experiences [05:43]Mike MacLean discusses the experience of negotiating with Novartis, through multiple bids and a decision by Avidity to pursue its own capital raise before the eventual acquisition.Metsera's experiences [09:32]Whit Bernard recalls how Metsera responded to becoming the subject of a competitive deal between Pfizer and Novo Nordisk. Capital raising methods [11:53]Gregory Kunst suggests CEOs should be open to raising capital through strategic partnerships as well as traditional institutional funding.What pharmas want [14:07]Big pharma is broadly incentivized by the patent cliff, but biotechs need to understand the varying objectives of different companies.Short the launch strategy [23:42]Investors are taking a different view of start-ups' capabilities as more small and mid-sized biotechs commercialize their own innovations.
Jak důležité je pro zdejší farmaceutický průmysl spuštění nové výroby léků na hubnutí? Měly by léky proti obezitě hradit dětem od 12 let pojišťovny? Budou se díla Davida Hockneyho po jeho smrti prodávat za ještě vyšší ceny, než jsou dosavadní miliardové rekordy? A kolik lidí dnes přijde rozsvítit světlo do vypálených domů v Lidicích?
Good morning from Pharma Daily: the podcast that brings you the most important developments in the pharmaceutical and biotech world. Today, we're diving into a series of remarkable updates that highlight the dynamic evolution of drug development, regulatory landscapes, and industry strategies. Takeda has made waves with its TYK2 inhibitor, Zasocitinib, which recently outperformed Bristol Myers Squibb's Sotyktu in a pivotal Phase 3 trial for plaque psoriasis. This trial is particularly noteworthy as it involves TYK2 inhibitors, a class of drugs targeting tyrosine kinase 2 to modulate immune responses. The success of Zasocitinib not only strengthens Takeda's competitive position but also underscores the potential of these inhibitors in treating autoimmune conditions like psoriasis. As we look forward to its market launch next year, this development represents a significant stride in the realm of targeted therapies aimed at complex diseases. Shifting gears to regulatory advancements, Johnson & Johnson's Darzalex (daratumumab) has received endorsement from NICE for its quadruplet therapy in newly diagnosed transplant-ineligible multiple myeloma cases. This approval is based on favorable Phase 3 trial results and highlights the therapeutic potential of targeting CD38 on myeloma cells. This marks a crucial step in offering potent treatment options to patients who cannot undergo transplants, emphasizing the growing importance of combination therapies in oncology. In another significant development, Johnson & Johnson is expanding its rare disease portfolio with promising Phase 2/3 trial data for Imaavy. Poised to become the first approved treatment for warm autoimmune hemolytic anemia, this advancement highlights the industry's pivot towards addressing rare diseases with limited treatment options. In India, AstraZeneca has secured CDSCO approval for Enhertu (trastuzumab deruxtecan) combined with pertuzumab as a first-line treatment for HER2-positive unresectable or metastatic breast cancer. This approval signifies a milestone in HER2-targeted therapies, spotlighting the pivotal role of antibody-drug conjugates that deliver cytotoxic agents directly to cancer cells, enhancing efficacy while minimizing systemic exposure. Moving on to business developments, Servier's partnership with N-Lorem Foundation to develop antisense oligonucleotide therapies for rare neurological disorders reflects the industry's increasing focus on precision medicine. This collaboration underscores the burgeoning interest in nucleic acid-based therapies aimed at addressing genetic disorders lacking effective treatments. On the financial front, Kardigan's planned $320 million IPO signals robust confidence in advancing cardiovascular pipeline assets. This move highlights Kardigan's commitment to tackling substantial unmet needs in cardiovascular diseases—an area still rife with challenges despite existing therapies. From a regulatory perspective, China's update of its Good Clinical Practice guidelines aims to streamline clinical trial processes, fostering biotech innovation. This change is expected to enhance drug development efficiency and attract global biotech investments to China's rapidly growing pharmaceutical market. Meanwhile, Pfizer CEO Albert Bourla has raised concerns about Germany's healthcare reform plans, warning that they might deter future investments. His comments underscore the delicate balance between cost containment policies and maintaining an environment conducive to pharmaceutical innovation. Additionally, Novo Nordisk's CEO Mike Doustdar expressed optimism about the company's strategic focus on market positioning through innovation and efficiency improvements. This aligns with broader industry trends where large pharma companies strive to maintain leadership roles amid fierce competition. Eli Lilly's sponsorship of short films premiered at Tribeca Festival illustrates an industry-wide trend toward patient-centric approaches and authentic portrayals of people with diseases onscreen. Such efforts aim to enhance communication strategies that resonate with diverse audiences. Furthermore, transformative technologies like cell and gene therapies are gradually moving towards mainstream clinical adoption. This transition necessitates zero-tolerance logistics to ensure these complex therapies reach patients safely and effectively—a paradigm shift offering potential cures but also posing logistical challenges. Finally, industry events such as ASCO continue to spotlight cutting-edge research developments in oncology. Such conferences are pivotal in advancing treatment paradigms and fostering collaborations that drive innovation across the sector. These updates reflect a period marked by groundbreaking scientific advances and strategic initiatives poised to reshape patient care and global healthcare solutions. As companies navigate these complexities while addressing regulatory and economic challenges, maintaining a focus on innovation will be key in charting future growth trajectories within the pharmaceutical and biotech sectors.Support the show
Jak důležité je pro zdejší farmaceutický průmysl spuštění nové výroby léků na hubnutí? Měly by léky proti obezitě hradit dětem od 12 let pojišťovny? Budou se díla Davida Hockneyho po jeho smrti prodávat za ještě vyšší ceny, než jsou dosavadní miliardové rekordy? A kolik lidí dnes přijde rozsvítit světlo do vypálených domů v Lidicích?
Jak důležité je pro zdejší farmaceutický průmysl spuštění nové výroby léků na hubnutí? Měly by léky proti obezitě hradit dětem od 12 let pojišťovny? Budou se díla Davida Hockneyho po jeho smrti prodávat za ještě vyšší ceny, než jsou dosavadní miliardové rekordy? A kolik lidí dnes přijde rozsvítit světlo do vypálených domů v Lidicích?Všechny díly podcastu Hlavní zprávy - rozhovory a komentáře můžete pohodlně poslouchat v mobilní aplikaci mujRozhlas pro Android a iOS nebo na webu mujRozhlas.cz.
This episode covers: Cardiology This Week: A concise summary of recent studies Transcatheter treatment of tricuspid regurgitation Carcinoid heart disease Milestones: MADIT-II Trial Host: Wilfried Mullens Guests: Stephan Baldus, Heidi Connolly and Konstantinos Koskinas Want to watch that episode? Go to: https://esc365.escardio.org/event/2560 Want to watch that extended interview on transcatheter treatment of tricuspid regurgitation, go to: https://esc365.escardio.org/event/2560?resource=interview Disclaimer ESC TV Today is supported by Novartis and Novo Nordisk through an independent funding. The programme has not been influenced in any way by its funding partners. This programme is intended for health care professionals only and is to be used for educational purposes. The European Society of Cardiology (ESC) does not aim to promote medicinal products nor devices. Any views or opinions expressed are the presenters' own and do not reflect the views of the ESC. All declarations of interest are listed at the end of the episode. The ESC is not liable for any translated content of this video. The English language always prevails. ESC TV Today uses a range of tools and resources (including AI) to support content production. All content is reviewed and approved by the editorial team. Statements and opinions expressed by guest speakers are their own. Declarations of interests Stephan Achenbach, Yasmina Bououdina, Heidi Connolly, Nicolle Kraenkel and Wilfried Mullens have declared to have no potential conflicts of interest to report. Carlos Aguiar has declared to have potential conflicts of interest to report: personal fees for consultancy and/or speaker fees from Abbott, AbbVie, Alnylam, Amgen, AstraZeneca, Bayer, BiAL, Boehringer-Ingelheim, Daiichi-Sankyo, Ferrer, Gilead, GSK, Lilly, Novartis, Novo Nordisk, Pfizer, Sanofi, Servier, Takeda, Tecnimede, Viatris. Stephan Baldus has declared to have potential conflicts of interest to report: research grant from Abbott, lecture fees from Abbott and Edwards. John-Paul Carpenter has declared to have potential conflicts of interest to report: stockholder MyCardium AI. Davide Capodanno has declared to have potential conflicts of interest to report: Abbott Vascular, Bristol Myers Squibb, Daiichi Sankyo, Edwards Lifesciences, Novo Nordisk, Sanofi Aventis, Terumo. David Duncker has declared to have potential conflicts of interest to report: lecture honoraria from Abbott, Astra Zeneca, Biotronik, Boehringer Ingelheim, Boston Scientifics, Bristol Meyers Squibb, CVRx, Daiichi Sankyo, Medtronic, Microport, Pfizer, Sanofi, Zoll. Konstantinos Koskinas has declared to have potential conflicts of interest to report: honoraria from MSD, Daiichi Sankyo, Sanofi. Felix Mahfoud has declared to have potential conflicts of interest to report: research grants from Deutsche Forschungsgemeinschaft (SFB TRR219), Deutsche Gesellschaft für Kardiologie (DGK), Deutsche Herzstiftung, Ablative Solutions, ReCor Medical. Consulting fees, payment honoraria lectures, presentations, speaker, support travel costs: Ablative Solutions, Astra-Zeneca, Novartis, Inari, Recor Medical, Medtronic, Philips, Merck. Steffen Petersen has declared to have potential conflicts of interest to report: consultancy for Circle Cardiovascular Imaging Inc. Calgary, Alberta, Canada. Emma Svennberg has declared to have potential conflicts of interest to report: Abbott, Astra Zeneca, Bayer, Bristol-Myers, Squibb-Pfizer, Johnson & Johnson.
Host: Wilfried Mullens Guest: Stephan Baldus Want to watch that extended interview, go to: https://esc365.escardio.org/event/2560?resource=interview Want to watch that entire episode? Go to: https://esc365.escardio.org/event/2560 Disclaimer ESC TV Today is supported by Novartis and Novo Nordisk through an independent funding. The programme has not been influenced in any way by its funding partners. This programme is intended for health care professionals only and is to be used for educational purposes. The European Society of Cardiology (ESC) does not aim to promote medicinal products nor devices. Any views or opinions expressed are the presenters' own and do not reflect the views of the ESC. All declarations of interest are listed at the end of the episode. The ESC is not liable for any translated content of this video. The English language always prevails. ESC TV Today uses a range of tools and resources (including AI) to support content production. All content is reviewed and approved by the editorial team. Statements and opinions expressed by guest speakers are their own. Declarations of interests Stephan Achenbach, Yasmina Bououdina, Nicolle Kraenkel and Wilfried Mullens have declared to have no potential conflicts of interest to report. Carlos Aguiar has declared to have potential conflicts of interest to report: personal fees for consultancy and/or speaker fees from Abbott, AbbVie, Alnylam, Amgen, AstraZeneca, Bayer, BiAL, Boehringer-Ingelheim, Daiichi-Sankyo, Ferrer, Gilead, GSK, Lilly, Novartis, Novo Nordisk, Pfizer, Sanofi, Servier, Takeda, Tecnimede, Viatris. Stephan Baldus has declared to have potential conflicts of interest to report: research grant from Abbott, lecture fees from Abbott and Edwards. John-Paul Carpenter has declared to have potential conflicts of interest to report: stockholder MyCardium AI. Davide Capodanno has declared to have potential conflicts of interest to report: Abbott Vascular, Bristol Myers Squibb, Daiichi Sankyo, Edwards Lifesciences, Novo Nordisk, Sanofi Aventis, Terumo. David Duncker has declared to have potential conflicts of interest to report: lecture honoraria from Abbott, Astra Zeneca, Biotronik, Boehringer Ingelheim, Boston Scientifics, Bristol Meyers Squibb, CVRx, Daiichi Sankyo, Medtronic, Microport, Pfizer, Sanofi, Zoll. Konstantinos Koskinas has declared to have potential conflicts of interest to report: honoraria from MSD, Daiichi Sankyo, Sanofi. Felix Mahfoud has declared to have potential conflicts of interest to report: research grants from Deutsche Forschungsgemeinschaft (SFB TRR219), Deutsche Gesellschaft für Kardiologie (DGK), Deutsche Herzstiftung, Ablative Solutions, ReCor Medical. Consulting fees, payment honoraria lectures, presentations, speaker, support travel costs: Ablative Solutions, Astra-Zeneca, Novartis, Inari, Recor Medical, Medtronic, Philips, Merck. Steffen Petersen has declared to have potential conflicts of interest to report: consultancy for Circle Cardiovascular Imaging Inc. Calgary, Alberta, Canada. Emma Svennberg has declared to have potential conflicts of interest to report: Abbott, Astra Zeneca, Bayer, Bristol-Myers, Squibb-Pfizer, Johnson & Johnson.
Good morning from Pharma Daily: the podcast that brings you the most important developments in the pharmaceutical and biotech world. The pharmaceutical and biotech industries are undergoing significant transformations, driven by scientific advancements, regulatory changes, and strategic investments. These developments are shaping the landscape of drug development and patient care in profound ways. In recent news, Pfizer's CEO, Albert Bourla, is reconsidering investments in Germany due to proposed healthcare reforms. These reforms have sparked concerns about their potential impact on the pharmaceutical industry. This situation highlights the intricate balance between regulatory frameworks and corporate strategies, illustrating how policy changes can influence investment decisions and operational strategies within the pharma sector. The tension between regulatory environments and corporate interests is a recurring theme that continues to shape strategic directions within the industry. Meanwhile, heightened scrutiny over biotechnology operations is evident with Wuxi AppTec's inclusion on the Pentagon's blacklist under the Biosecure Act. This move reflects growing concerns about biosecurity and the necessity for stringent oversight in handling sensitive biotechnological advancements. Such actions underscore a global focus on safeguarding national security while fostering scientific innovation. Teva Pharmaceuticals is navigating restructuring efforts by laying off 250 employees at its Active Pharmaceutical Ingredients unit as it seeks a new owner. This restructuring underscores the challenges companies face in maintaining operational efficiency amid ownership transitions. These challenges are emblematic of broader industry dynamics where companies strive to adapt to changing market conditions while ensuring stability and growth. On the scientific front, Novo Nordisk's cagrisema and Eli Lilly's retatrutide are emerging as next-generation incretin therapies. Although early comparisons have been made, Novo Nordisk's chief scientific officer suggests it is premature to declare a definitive leader. This competition reflects the dynamic nature of drug development as companies strive to innovate and improve treatment options continuously. Additionally, Sonothera's successful $125 million Series B funding round for its bubble-based genetic delivery system highlights the biotech industry's momentum fueled by mergers and acquisitions (M&A) and partnerships. Such technologies promise to advance genetic therapies by enhancing delivery mechanisms, potentially transforming treatment paradigms for various genetic disorders. AbbVie's Skyrizi narrowly surpassing Johnson & Johnson's Tremfya in May drug ad spending underscores the competitive nature of pharmaceutical marketing. Despite a general slump in advertising expenditures among leading drugs, strategic marketing remains crucial for maintaining brand presence and market share. Increased M&A activity and partnerships are further bolstering the industry's growth trajectory. The resurgence of Initial Public Offerings (IPOs) and venture capital funding is fostering innovation and expansion within the sector, providing fuel for continued advancement in biotech. On the regulatory front, Johnson & Johnson's Darzalex received a new endorsement from NICE after a prior reversal. Such regulatory updates emphasize the evolving nature of drug approvals and market access strategies essential for pharmaceutical companies' success. Novartis' second deal with Orionis Biosciences worth up to $1.4 billion exemplifies strategic investments aimed at expanding research capabilities and addressing unmet medical needs through molecular glue technologies targeting challenging therapeutic areas. Conversely, Sanofi's decision to halt a Phase 3 autoimmune trial due to insufficient efficacy highlights the inherent risks in drug development pipelines. These setbacks emphasize the importance of robust clinical trial designs and adaptability in R&D strategies. Emerging insights into GLP-1 drugs like Novo Nordisk's semaglutide reveal potential antidepressant effects linked to gut microbiota modulation. These findings open new avenues for exploring psychiatric applications of metabolic drugs, although conflicting data necessitates further investigation. Overall, these developments illustrate a complex interplay of scientific innovation, regulatory dynamics, and strategic corporate actions driving the future of pharmaceuticals and biotechnology. The sector continues to navigate challenges while capitalizing on opportunities to enhance patient care through advanced therapeutic solutions. The industry's trajectory promises transformative impacts on patient care through novel therapies designed not only to treat symptoms but also address root causes via innovative science-driven solutions. As these advancements unfold, they herald a new era of targeted, effective treatments that hold promise for improving patient outcomes across diverse medical landscapes.Support the show
Você otimizou o LDL. Chegou na meta de ApoB. E o paciente volta meses depois com um novo evento. Neste episódio especial, com apoio da Novo Nordisk, Diandro Mota e William Batah recebem o Dr. Eduardo Lima, doutor em Cardiologia pela USP, professor colaborador e supervisor da Residência em Cardiologia da FMUSP/InCor e Head Nacional de Cardiologia da Rede Américas, para uma conversa que pode redefinir como você enxerga o risco residual. A tese é direta: a aterosclerose nunca foi só uma doença de colesterol. Ela é imunometabólica, e a inflamação subclínica pode ser o elo que faltava.O que você vai aprender:
Diabetes Dialogue: Therapeutics, Technology, & Real-World Perspectives
Welcome back to Diabetes Dialogue: Technology, Therapeutics, & Real-World Perspectives!In this episode, shot live at the American Diabetes Association (ADA) Scientific Sessions 2026 in New Orleans, Louisiana, cohosts Diana Isaacs, PharmD, and Natalie Bellini, DNP, discuss the latest major trial results like CONNECT, TRIUMPH, and TRANSCEND.To begin the episode, Isaacs and Bellini, discuss major highlights from ADA Scientific Sessions, focusing first on the landmark CONNECT trial evaluating continuous glucose monitoring (CGM) in people with type 2 diabetes who are not treated with insulin. They reflect on the evolution of CGM technology, from its early use primarily in type 1 diabetes to its expanding role in type 2 diabetes management, and explain why this trial represents an important step forward for patients who have historically had limited access to CGM.The hosts review the randomized controlled trial findings, emphasizing the significant improvements in glycemic outcomes, including a 1.6% reduction in A1c from baseline and an approximately 0.9% greater reduction compared with standard care. They also highlight the increase in time in range, with participants using CGM achieving roughly five additional hours per day in target glucose range. The magnitude of these findings is discussed as a practice-changing development, with the potential to influence future clinical guidelines and strengthen recommendations for CGM use among individuals with type 2 diabetes who are not using insulin.The discussion also explores the broader implications of the CONNECT trial for healthcare access and insurance coverage. The hosts note that randomized controlled trial evidence has historically played a key role in shaping standards of care and payer decisions, and they suggest that these results may help support wider adoption of CGM by demonstrating meaningful improvements in glucose control and patient outcomes.The conversation then shifts to emerging pharmacologic advances, with a focus on retatrutide, a novel triple agonist targeting GLP-1, GIP, and glucagon pathways. The hosts discuss new data showing substantial metabolic benefits in people with type 2 diabetes, including up to 17% weight reduction and nearly 2% A1c lowering. They highlight how these findings represent a major advancement in diabetes and obesity treatment, particularly as clinicians continue to see increasingly powerful effects from next-generation incretin-based therapies.Isaacs and Bellini explore how these therapies may reshape treatment strategies by allowing clinicians to tailor medication choices based on individual patient needs and goals. They discuss the importance of considering both glucose lowering and weight reduction effects, recognizing that some patients may benefit from significant weight loss while others may require a more balanced approach focused primarily on glycemic improvement.The hosts also address important unanswered questions surrounding the use of highly effective weight-loss medications, including appropriate treatment targets, the limitations of BMI as a measure, and the importance of preserving muscle mass and overall function. They emphasize the need to consider body composition, physical activity, resistance training, and patient characteristics—particularly in older adults or those at risk for frailty—when developing long-term treatment plans.The episode concludes with a reflection on the rapidly evolving landscape of diabetes care. The hosts highlight how advances in CGM technology and novel metabolic therapies are creating new opportunities to improve outcomes, personalize treatment approaches, and redefine the future management of people living with diabetes.Editors' Note: Isaacs reports disclosures with Dexcom, Abbott, Lilly, Novo Nordisk, Medtronic, Insulet, and others. Bellini reports disclosures with Abbott Diabetes Care, MannKind, Povention Bio, and others.
Nos centramos hoy en SAP, Soitec, Renault, Novo Nordisk... Con Pablo García, director general de Divacons Alphavalue
Everything came up roses for Eli Lilly at the American Diabetes Association, as the pharma boasted positive results for its new pill Foundayo and next-gen asset retatrutide—not just for weight loss but also for other indications.Obesity rival Novo Nordisk, meanwhile, held a dinner, during which executives may have convinced analysts that the company is turning a corner after a rough couple of years.Also check out ADA updates from Roche and partner Zealand Pharma, Boehringer Ingleheim, Pfizer (touting results from its Metsera buy), AstraZeneca, Kailera Therapeutics and more.Outside of ADA, the biggest news of the past week came on Tuesday with GSK striking the biggest traditional pharma/biotech M&A of the year so far with its $10.6 billion acquisition of oncology focused Nuvalent Bio. And on Monday, J&J notched a smaller deal, buying out Firefly Bio for $1B. These deals add to continued uptick in M&A seen in biopharma this year, with much of that momentum being driven by Eli Lilly and its GLP-1 cash.At an FDA listening meeting last week on the Commissioner's National Priority Voucher program, the agency heard multiple calls to pause it. Confusion also still persists around all of the new rare disease pathways, including the new plausible mechanism framework.
Diabetes Dialogue: Therapeutics, Technology, & Real-World Perspectives
Welcome back to Diabetes Dialogue: Technology, Therapeutics, & Real-World Perspectives! In this special episode, shot live at the American Diabetes Association (ADA) Scientific Sessions 2026 in Ner Orleans, Louisiana, cohosts Diana Isaacs, PharmD, and Natalie Bellini, DNP, are joined by Amit Gupta, MBBS, DNB, diabetologist, executive director of the Global Metabolic Health Alliance, and chair of the International Diabetes Federation (IDF) Education Committee, to discuss the state of diabetes care and treatment in India compared to the US.To begin the episode, Gupta introduces the mission of the IDF, highlighting its role as a worldwide federation of scientific societies and patient organizations focused on improving diabetes education, policy, advocacy, and access to care. The conversation explores how diabetes management differs across regions, emphasizing that while the underlying disease mechanisms and available therapies may be similar, access to medications, technologies, healthcare infrastructure, and education varies significantly between countries.Gupta discusses the impact of semaglutide becoming available as a generic therapy in India following patent expiration, describing how reduced costs have improved access to a medication previously limited by affordability barriers. The group considers how increased availability of GLP-1 receptor agonists may transform diabetes and obesity management, while also emphasizing that pharmacologic therapies alone cannot address the global metabolic health crisis. Gupta notes the importance of maintaining focus on long-term lifestyle changes, including nutrition, physical activity, and sustainable weight management, as essential components of comprehensive care.The discussion then shifts to diabetes education and the need for more individualized, patient-centered approaches. Gupta highlights that education must be adapted to regional and cultural contexts, explaining that the challenges faced by a person with diabetes in the United States, Africa, India, or other parts of the world may differ substantially, even though diabetes distress and the burden of daily decision-making are shared experiences. He emphasizes that access to technology, such as continuous glucose monitoring, does not eliminate the need for education and support.Isaacs, Bellini, and Gupta also address the growing challenge of misinformation online and the role of healthcare professionals in helping patients navigate unreliable sources of health information. Gupta explains that clinicians must approach misinformation constructively by providing evidence-based guidance rather than simply dismissing patients' beliefs, reinforcing the importance of translating scientific evidence into practical recommendations that patients can incorporate into their daily lives.The group further examines disparities in the availability of diabetes educators worldwide. Gupta notes that while some regions have established professional pathways for diabetes care and education specialists, many areas lack standardized training, recognition, or policy support to sustain these roles. He stresses that building effective diabetes education systems requires collaboration with policymakers to demonstrate the long-term benefits of structured education programs.The episode concludes with Gupta discussing his work developing a global consensus framework on lifestyle as the foundation of metabolic health. The conversation reinforces that advances in medications and technology must be paired with equitable access, effective education, and sustainable lifestyle interventions to reduce the global burden of diabetes and improve outcomes for people living with metabolic conditions.Editors' Note: Isaacs reports disclosures with Dexcom, Abbott, Lilly, Novo Nordisk, Medtronic, Insulet, and others. Bellini reports disclosures with Abbott Diabetes Care, MannKind, Povention Bio, and others. Gupta reports disclosures with Lilly, Abbott Diabetes, and the International Diabetes Federation.
In der heutigen Folge sprechen die Finanzjournalisten Lea Oetjen und Daniel Eckert über die Siri-Revolution von Apple, einen Milliarden-Deal von Intel und eine profitable Erfrischung von Adidas. Außerdem geht es um Nvidia, Alphabet, Marvell Technology, Micron, Applied Materials, KLA Corp., Lam Research, Corning, Amazon, Vonovia, TAG Immobilien, Aroundtown, LEG Immobilien, Airbus, Tui, Lufthansa, BASF, Symrise, Evonik, Lanxess, Zealand Pharma, Eli Lilly, Novo Nordisk, Strategy, Jenoptik, SMA Solar, Westwing, Krones, Microsoft, Broadcom, TSMC, Meta, Tesla, iShares MSCI ACWI (WKN: A1JMDF) und Invesco FTSE All-World ETF (WKN: A3D7QX). Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und - ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
DC EKG with Joe GroganThe Economics of Ozempic and Other Weight Loss DrugsEpisode 136.5 (“Prescription Refill” – A replay from the archives)Original Air Date: May 2024In this episode, Joe Grogan welcomes Ben Ippolito, Senior Fellow in Economic Policy Studies at the American Enterprise Institute, to discuss the rapidly evolving economics of GLP-1 weight loss drugs like Ozempic and Wegovy.Ben explains the two main competitors in this market—Novo Nordisk's Ozempic and Wegovy versus Eli Lilly's Mounjaro and Zepbound. Revealing how insurance coverage decisions drive pharmaceutical marketing strategy.The conversation reveals a critical irrationality in Medicare policy: the statutory prohibition on covering weight loss drugs despite their profound clinical and quality-of-life benefits. Yet these same drugs are covered for diabetes and cardiovascular risk reduction.Ben explores the surprising economics of drug pricing through gross-to-net pricing—the massive gap between list prices and what insurers actually pay through rebates and discounts.The episode examines critical implications of the Inflation Reduction Act's price negotiation provisions. Once Medicare negotiates Ozempic's price, that same price applies to all products using the same active ingredient. This creates cascading market effects: competitors must match those prices to remain on formularies, new entrants face lower pricing power even if clinically superior, and pharmaceutical companies may abandon promising programs due to regulatory uncertainty.Ben argues Congress doesn't need to act immediately to expand Medicare coverage, but likely will within a few years.Joe and Ben discuss unintended consequences of government price regulation, including effects on innovation and drug development pipelines. They explore how price controls announced before elections affect pharmaceutical strategy and development timelines.Concluding with Ben's research on Medicare Advantage and why both Democrats and Republicans scrutinize this private alternative to traditional Medicare. With over 50 percent of seniors enrolled in Medicare Advantage plans, bipartisan interest in reform is reshaping healthcare policy conversations on Capitol Hill.Key TopicsGLP-1 drugs, Ozempic, Wegovy, Mounjaro, Zepbound, weight loss medications, obesity treatment, Medicare coverage, drug pricing, Inflation Reduction Act, pharmaceutical competition, rebates, gross-to-net pricing, health economics, cardiovascular benefits, diabetes treatment, Medicare Advantage, healthcare policy, innovation incentivesKey Timestamps00:00 Cold Open: "Turned Up to 11"00:24 Welcome to DC EKG00:46 Meet Ben Ippolito (AEI)03:48 The GLP-1 Landscape: Ozempic, Wegovy, and the Field05:04 One Drug, Two Names06:45 Medicare's Weight-Loss Coverage Ban07:21 Blockbusters and Big Effect Sizes09:32 Why Isn't Congress Acting?10:17 Why It Costs Less Than You Think12:34 The Coverage Irrationality14:05 Quality of Life as a Real Benefit15:17 Beyond Weight: Cravings and Addiction18:21 Devil's Advocate: Why Cover It At All?19:48 Gross-to-Net and the Rebate Problem22:41 Why Can't You Just Pay Cash?25:43 The IRA and the Ozempic Price Cut27:32 One Ingredient, One Price30:10 Unintended Consequences in Part D34:01 New Competitors and Killed Programs38:03 What's Next: Medicare Advantage42:04 Wrap-Up and CreditsAbout the Guest(As of May 2024) Ben Ippolito is a Senior Fellow in Economic Policy Studies at the American Enterprise Institute. He holds a PhD and Master's degree in Economics from the University of Wisconsin-Madison and a Bachelor's degree in Mathematics and Economics from Emory University. Ben examines drug pricing policy, Medicare Advantage, and healthcare innovation economics with regular engagement with Congress.Podcast: DC EKG with Joe GroganGuest: Ben IppolitoSponsor: Survivors for SolutionsProducer: Stay on Course StudiosExecutive Producer: John CZ Czwartacki, DC EKG Podcast
Oorlog? Chipbubbel? Inflatie, hogere rentes en rooie borden? Joh, paar nachtjes slapen en je baadt weer in het groen. Welkom in de bullmarkt van 2026. We bespreken alle chiplosers die vrijdag in het rood belandden en vandaag weer vleugeltjes kregen op de beurs. Intel doet een megadeal met Google. Marvell mag misschien wel de S&P 500 in. Broadcom plust omdat het wel genoeg afgestraft was en ook de Nederlandse chipbedrijven wisten weer dikke procenten toe te voegen aan hun waarderingen. Verder moeten we écht praten over die meute gnoes uit de Lion King die in Zuid-Korea over de beurs banjeren. De Kospi-index daalde 8.3 procent vannacht. Honderden miljarden dollars aan rijkdom in een avondje weggevaagd. Arend Jan vertelt hoe hij tóch belegt in die malle bende ten oosten van China en natuurlijk filosoferen we nog even over het einde van de geheugentekorten. Overigens is er één index die het nog veel beter deed dan die landelijke indexen vorig jaar. De Euro Stoxx Bank Index knalde zelfs die dikke 75% van Zuid-Korea makkelijk voorbij in 2025. Daarom barst er nu een nieuwe boardroom battle los in Italië. Kemphanen Banco BPM en Intesa Sanpaolo strijden om de oudste bank ter wereld: Monte dei Paschi di Siena. Zou het dan toch kunnen? Europese bankenconsolidatie, binnen de landsgrenzen? We zullen het zien. Verder in deze aflevering: Hoe Deense afvalprikkenboer Zealand Pharma grote broer Novo Nordisk uitdaagde en... verloor omdat patiënten massaal begonnen te braken Handel in voorkennis, want de AFM waarschuwt firma's die zich bezighouden met fusies en overnames dat er criminelen op pad zijn die koersgevoelige informatie proberen te ontfutselen. Genoeg reden voor Arend Jan om nog eventjes herinneringen op te halen over oude schandalen. Te gast: Arend Jan Kamp van Stockwatch.nl en de podcast Het Beurscafé BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Je hoort hem ook in de BNR-podcast Moerdijk: dorp van de rekening. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie. Van Musk tot Microsoft en van Ahold tot ASML. Wij vertellen je wat beleggers bezighoudt, wie de markten in beweging zet en wat dat betekent voor jouw beleggingsportefeuille.See omnystudio.com/listener for privacy information.
El mercado estadounidense sigue dentro de una tendencia alcista. El sector tecnológico de Wall Street se toma un respiro en el rally que empujó a la bolsa a sus últimos máximos históricos. No es una señal de debilidad desde el punto de vista técnico, sino una consolidación en busca de nuevas alzas. Sin embargo, el paso atrás del mercado estadounidense es una oportunidad para diversificar la inversión y buscar oportunidades de compra en otros sectores como son el farmacéutico o la banca de Wall Street. El asesor técnico de Ecotrader, Joan Cabrero, señala estos dos caladeros donde adquirir zafiros del mercado como pueden ser Novo Nordisk, BlackRock o Bank of America, entre otros, en lo que el Nasdaq 100 y el S&P 500 prosiguen con su rally.
Diabetes Dialogue: Therapeutics, Technology, & Real-World Perspectives
Welcome back to Diabetes Dialogue: Technology, Therapeutics, & Real-World Perspectives!In this special episode recorded live at the American Diabetes Association (ADA) Scientific Sessions 2026 in New Orleans, Louisiana, cohosts Diana Isaacs, PharmD, and Natalie Bellini, DNP, welcome Ketan Dhatariya, MD, PhD, MS, consultant physician at Norfolk and Norwich University Hospitals, to discuss the evolving landscape of diabetes care, technology access, and clinical implementation. To begin the episode, Dhatariya shares his perspective on the challenges facing diabetologists, including workforce pressures, specialist training, and the difficulty of translating rapidly expanding diabetes guidelines and innovations into everyday clinical practice. The conversation then shifts to the differences between healthcare systems and how those structures influence access to diabetes therapies. Dhatariya discusses the UK's publicly funded healthcare model and the ongoing challenge of balancing the cost of emerging medications and technologies with their long-term benefits. He highlights the importance of demonstrating that investments in diabetes care today can reduce complications and healthcare costs in the future.Dhatariya then reviews the progress of continuous glucose monitoring (CGM) and automated insulin delivery (AID) adoption in the UK. He explains that CGM use among people with type 1 diabetes has become widespread, particularly among children, and that access to closed-loop systems continues to expand through structured implementation plans. He emphasizes the meaningful improvements these technologies have provided, including better glycemic outcomes among children and pregnant individuals, who may experience significant benefits from improved glucose management.The discussion explores how diabetes technology can support people with different lifestyles and challenges, while challenging assumptions about which patients may benefit most from advanced therapies. Dhatariya highlights that CGM and AID can provide valuable support for individuals who may struggle with traditional insulin management, while also emphasizing the need for appropriate education and follow-up to ensure safe and effective use.The group also discusses CGM use in type 2 diabetes and the growing evidence supporting broader access. Dhatariya explains that adoption has been slower because of the larger population affected by type 2 diabetes but notes emerging data suggesting CGM may help reduce complications, hospitalizations, and long-term healthcare costs. He describes the impact of seeing real-time glucose data, explaining how personal experience with CGM can help people better understand the relationship between food, behavior, and glucose patterns.The conversation then turns to access to GLP-1 receptor agonists in the UK and how healthcare systems determine eligibility for newer therapies. Dhatariya discusses the role of national guidance and health economic evaluations in balancing access, affordability, and sustainability. He highlights how improving obesity-related disease management may have broader benefits, including helping reduce the burden of diabetes, cardiovascular disease, and other chronic conditions.The episode also explores inpatient diabetes care and the increasing presence of diabetes technology in hospital settings. Dhatariya discusses guidance developed by the Joint British Diabetes Societies for Inpatient Care to help clinicians safely manage patients admitted while using CGM, insulin pumps, and AID systems. He emphasizes that devices should not automatically be removed and that patients may be able to continue using technology when they are well enough and capable of managing their systems.Finally, Dhatariya discusses the importance of structured diabetes education, including the DAFNE (Dose Adjustment For Normal Eating) program, which teaches carbohydrate counting, insulin adjustment, and self-management skills. He emphasizes that as diabetes technology becomes more advanced, education remains essential for both patients and clinicians. The episode concludes with a discussion of the need for continued advocacy, specialist care, and equitable access to ensure people with diabetes can benefit from ongoing advances in diabetes technology.Editors' Note: Isaacs reports disclosures with Dexcom, Abbott, Lilly, Novo Nordisk, Medtronic, Insulet, and others. Bellini reports disclosures with Abbott Diabetes Care, MannKind, Povention Bio, and others. Dhatariya reports disclosures with AstraZeneca, Boehringer Ingelheim, Eli Lilly, and Novo Nordisk.
Oorlog? Chipbubbel? Inflatie, hogere rentes en rooie borden? Joh, paar nachtjes slapen en je baadt weer in het groen. Welkom in de bullmarkt van 2026. We bespreken alle chiplosers die vrijdag in het rood belandden en vandaag weer vleugeltjes kregen op de beurs. Intel doet een megadeal met Google. Marvell mag misschien wel de S&P 500 in. Broadcom plust omdat het wel genoeg afgestraft was en ook de Nederlandse chipbedrijven wisten weer dikke procenten toe te voegen aan hun waarderingen. Verder moeten we écht praten over die meute gnoes uit de Lion King die in Zuid-Korea over de beurs banjeren. De Kospi-index daalde 8.3 procent vannacht. Honderden miljarden dollars aan rijkdom in een avondje weggevaagd. Arend Jan vertelt hoe hij tóch belegt in die malle bende ten oosten van China en natuurlijk filosoferen we nog even over het einde van de geheugentekorten. Overigens is er één index die het nog veel beter deed dan die landelijke indexen vorig jaar. De Euro Stoxx Bank Index knalde zelfs die dikke 75% van Zuid-Korea makkelijk voorbij in 2025. Daarom barst er nu een nieuwe boardroom battle los in Italië. Kemphanen Banco BPM en Intesa Sanpaolo strijden om de oudste bank ter wereld: Monte dei Paschi di Siena. Zou het dan toch kunnen? Europese bankenconsolidatie, binnen de landsgrenzen? We zullen het zien. Verder in deze aflevering: Hoe Deense afvalprikkenboer Zealand Pharma grote broer Novo Nordisk uitdaagde en... verloor omdat patiënten massaal begonnen te braken Handel in voorkennis, want de AFM waarschuwt firma's die zich bezighouden met fusies en overnames dat er criminelen op pad zijn die koersgevoelige informatie proberen te ontfutselen. Genoeg reden voor Arend Jan om nog eventjes herinneringen op te halen over oude schandalen. Te gast: Arend Jan Kamp van Stockwatch.nl en de podcast Het Beurscafé BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Je hoort hem ook in de BNR-podcast Moerdijk: dorp van de rekening. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie. Van Musk tot Microsoft en van Ahold tot ASML. Wij vertellen je wat beleggers bezighoudt, wie de markten in beweging zet en wat dat betekent voor jouw beleggingsportefeuille.See omnystudio.com/listener for privacy information.
Diabetes Dialogue: Therapeutics, Technology, & Real-World Perspectives
Welcome back to Diabetes Dialogue: Technology, Therapeutics, & Real-World Perspectives!In this special episode recorded live at the American Diabetes Association (ADA) Scientific Sessions 2026 in New Orleans, Louisiana, cohosts Diana Isaacs, PharmD, and Natalie Bellini, DNP, welcome Trang Ly, PhD, MBBS, senior vice president and Chief Medical Officer at Insulet, to discuss the continued evolution of automated insulin delivery (AID) technology and emerging developments across the Omnipod platform. To begin the episode, Ly first reviews updates to Omnipod 5, focusing on enhancements aimed at increasing time in automated mode and improving glucose management. She explains that user feedback identified opportunities to support lower glucose targets and reduce interruptions related to system alerts. Data from real-world evidence and computer simulations suggest that lowering the glucose target from 110 to 100 mg/dL may lead to meaningful improvements in time in range and time in tight range without increasing hypoglycemia risk.The group discusses early clinical experience with these enhancements, including findings from users who transitioned to the updated system. Ly highlights that even a highly engaged population already using lower targets experienced additional improvements, including a 2% increase in time in range and a 5% increase in time in tight range over a short period of use. The conversation emphasizes the importance of making these improvements broadly available rather than waiting for routine follow-up visits, particularly given the potential benefits without additional safety concerns.The discussion then turns to Omnipod 6, with Ly sharing newly presented clinical trial data evaluating the next-generation system. She describes the study design, which enrolled users already achieving strong glycemic control on Omnipod 5 and assessed whether further intensification through algorithm improvements could safely provide additional benefits. The results demonstrated a 4% improvement in time in range and up to a 7% increase in time in tight range, with particularly notable improvements among individuals with type 1 diabetes aged 14 years and older.Ly explains that Omnipod 6 builds on previous technology through changes to the core algorithm, allowing the system to deliver more insulin when users do not bolus consistently. The panel explores how this approach may reduce the burden of diabetes management by allowing the algorithm to take on more responsibility while maintaining glycemic control. They discuss the potential psychological benefits of reducing the daily demands placed on people with diabetes, especially as sensor accuracy and automation continue to improve.The conversation also highlights future opportunities for AID in type 2 diabetes. Ly shares early feasibility data from a fully closed-loop system designed specifically for individuals with type 2 diabetes, emphasizing its simplified approach without requiring traditional pump programming or meal bolusing. In this study, participants experienced improvements in time in range, demonstrating the potential for automated insulin delivery to reach broader populations.Isaacs and Bellini discuss the need to reconsider barriers to insulin pump adoption in type 2 diabetes and recognize AID as an accessible option for patients who may benefit. Ly emphasizes that technology should support people across different levels of engagement, offering both highly customizable systems for those seeking intensive management and simpler automated approaches for those looking to reduce daily treatment demands.The episode concludes with a discussion of the future of diabetes technology, including improved connectivity, expanded device flexibility, and continued integration with complementary therapies such as GLP-1 receptor agonists. Ly underscores that innovation should not only improve clinical outcomes but also reduce the burden of care, allowing people with diabetes to spend less time managing their condition and more time living their lives.Editors' Note: Isaacs reports disclosures with Dexcom, Abbott, Lilly, Novo Nordisk, Medtronic, Insulet, and others. Bellini reports disclosures with Abbott Diabetes Care, MannKind, Povention Bio, and others. Ly reports a disclosure with Insulet.References1: Insulet. Insulet Reveals New Data Supporting Breakthrough Omnipod 6 and Fully Closed-Loop AID Systems Designed to Improve Outcomes, Reduce Effort, and Unlock Barriers to Care. June 6, 2026. Accessed June 7, 2026. https://investors.insulet.com/news/news-details/2026/Insulet-Reveals-New-Data-Supporting-Breakthrough-Omnipod-6-and-Fully-Closed-Loop-AID-Systems-Designed-to-Improve-Outcomes-Reduce-Effort-and-Unlock-Barriers-to-Care/default.aspx
Danskerne elsker danske aktier, viser ny opgørelse fra Nationalbanken. Novo Nordisk og Danske Bank topper suverænt listen over de mest populære aktier blandt private investorer, men hvor er de udenlandske? Det ser desværre ud til, at tusinder af danskere satser alt for ensidigt på danske virksomheder og dermed går glip af store afkast i udlandet. Vi gransker også regeringsgrundlaget, hvor man udskriver løfter for milliarder, men udskyder finansieringen til senere. Alene på skatteområdet lover regeringen skattelettelser for 27 milliarder, men kradser kun ca. 8 milliarder ind igen. Hvor skal de 19 milliarder kroner komme fra? Det er jo fremragende, at aktiesparekontoen hjælpes på vej, men hvorfor har vi ikke for længst afskaffet det bureaukratiske monster og gjort det nemmere og billigere at investere for alle. Til sidst tager vi en snak om det gab, der er ved at vokse mellem europæiske og amerikanske aktier, hvor de amerikanske har klaret sig fremragende, mens de danske og europæiske har klaret sig langt dårligere. I studiet: Magnus Barsøe og Mikael Milhøj. See omnystudio.com/listener for privacy information.
Fresh out of the studio, Eric Ries — author of the new book Incorruptible, founder of the Long-Term Stock Exchange, co-founder of Answer.AI, and author of The Lean Startup — joins Bernard Leong to discuss his blueprint for building mission-controlled companies that resist financial gravity. Eric explains why trustworthiness is the most underrated asset in business and why success, far from being a shield, makes companies a target worth capturing. He walks through the governance fortresses that have kept Costco, Novo Nordisk, and Patagonia true to mission for decades, and argues that today's so-called best practices have destroyed billions in shareholder value. The conversation turns to AI: which parts of the Lean Startup it accelerates, which parts it cannot, and why validated learning still lives only between the ears. Eric closes with a radical redefinition of profit as the maximization of human flourishing, and a challenge to Asia-Pacific leaders to leapfrog the governance failures the West is about to live through."We're helping people create this asset and we're teaching them the wrong idea. We're teaching them that success will protect them. But that's backwards. Success makes you a target worth capturing. And so that explained to me all these companies I saw that failed—not because they went out of business, not because they failed to create value, they failed because of their success." - Eric RiesProfile: Eric Ries, Founder of the Long-Term Stock Exchange, co-founder of Answer.AI, and author of The Lean Startup. LinkedIn: https://www.linkedin.com/in/eries/ Personal Site: https://www.incorruptible.co/ Episode Highlights: [00:00] Quote of the Day by Eric Ries from *Incorruptible*[00:45] Introduction: Eric Ries, author of "Incorriptible" & "The Lean Startup"[01:11] Pulling the thread from programming to accountability[03:12] Lean Startup built companies; didn't teach protection[05:15] The billionaire dancing alone at the party[06:09] Trustworthiness: business's most underrated asset[07:18] Why success makes you a target[08:19] Today's best practices destroy value[09:19] Costco's governance fortress defends customer experience[09:54] Novo Nordisk's 100-year foundation structure[11:12] AI and the Lean Startup on steroids[14:09] MVP advantage dies when everyone has AI[15:39] The professor with the dangerous biotech breakthrough[17:13] Investors revealed as amoral actors[18:13] The builder's intuition: create then capture value[20:52] Protecting research from capital's gravitational pull[23:30] Organizations are literally alive[25:26] More humans, worse collective problem-solving[25:46] Moral character as an emergent property[27:25] Current profit definition has fatal blind spots[30:13] Hitman marketplace: humans as input factor[32:29] Surrogation: the measurement becomes the target[33:51] The pre-IPO team laughing after CEO leaves[36:36] Vatican conference on AI governance[38:00] Emperor-for-life founders carry impossible burden[41:31] Best practices young; ancient wisdom forgotten[44:40] ClosingPodcast Information: Bernard Leong hosts and produces the show. The proper credits for the intro and end music are "Energetic Sports Drive." G. Thomas Craig mixed and edited the episode in both video and audio format. Here are the links to watch or listen to our podcast.Analyse Podcast Main Site: https://analysepodcast.comSign Up for Our This Week in Asia Newsletter: https://www.analysepodcast.com/#/portal/signup Subscribe Newsletter on LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7149559878934540288
03 Jun 2026. Abu Dhabi is freezing all rent hikes until further notice. Tenants signing new leases will pay the same rent as the preceding contract, with residential, commercial and industrial rents all frozen. We get analysis on what that means for the market. The Wegovy weight loss pill is here, with the UAE only the second country in the world to greenlight it. The country is also set to become a hub for Novo Nordisk’s Wegovy production, serving up to 70 countries across the Gulf, Africa and Central Asia. We hear from Executive VP Emil Larsen. Plus, with UAE fuel prices up nearly 66% since February, it’s getting more expensive to transport goods. Could the cost of food go up? We find out with the CEO of Choithrams. And DXB saw a welcome revenue boost from Eid Al Adha travel. We find out what families planning summer travel can expect at the world’s busiest airport.See omnystudio.com/listener for privacy information.
Eric Ries is an author, podcaster, and founder of The Lean Startup. He hosts The Eric Ries Show and his notable books Incorruptible: Why Good Companies Go Bad... and How Great Companies Stay Great, The Lean Startup, Farther, Faster, and Far Less Drama, The Leader's Guide, and The Startup Way. Greg and Eric discuss why startups and corporations lose their mission through shifts from founder-to investor-control, changing from long-term focus to short-term focus, and purpose-driven to profit-driven behavior. Eric argues governance is “organizational soul craft” and critiques shareholder primacy as a recent, judge-and-academic-driven ideology that creates unaccountable short-term pressure, metric surrogation, and value destruction, even for shareholders. Eric also explains how markets reward short-term cost-cutting (e.g. reduced R&D), and why mission-driven companies can outperform. He outlines practical protections such as writing mission primacy into charters, converting to Public Benefit Corporations, and stronger structures like foundation ownership (e.g. Novo Nordisk and Patagonia). *unSILOed Podcast is produced by University FM.* Episode Quotes: Mission-driven or mission-hopeful? 12:39: So I think for companies, we're seeing this world now where we have a divergence between the mission statement and the actual mission or purpose of the organization. So the mission statement is lofty. I tell the story in the book of Silicon Valley Bank before it collapsed. Its mission statement was something like, “To advance the innovation economy,” or whatever. But its actual legal purpose was just maximize shareholder value. So this divergence caused the collapse of the bank. And so, first of all, if you have a mission statement, but your purpose says “any lawful act or activity,” you're lying. Just so you know, you are lying to your customers. You are lying to your employees. You're lying to everyone you say that mission to because, according to current legal theory, you could be replaced at a moment's notice by your investors, who will then can change the mission to whatever they want. I call that not being mission-driven. You are mission-hopeful. You're hoping nobody will do this to you in the future. Governance is organizational soul craft Governance sounds really boring, but it's really the art of organizational soul craft. It's actually really interesting. And if we can get leaders and founders to pay more attention to it, they can have a much higher probability of their organization enduring. The age of temporary organizations 27:46: I say we've entered an era of temporary managers running temporary organizations for the benefit of temporary owners because executive tenure, company lifespan, and average holding period of stocks have all collapsed in the last, especially the last twenty-five years, let alone the last forty years. So, I don't think it's possible to really have—it's very difficult to build a value-creating organization in that span, and the markets will punish you for doing so. Show Links: Recommended Resources: Governance Shareholder Primacy Overlapping Consensus Silicon Valley Bank Andy Rachleff Environmental, Social, and Governance Mark Zuckerberg Guest Profile: LinkedIn Profile Wikipedia Page The Lean Startup Social Profile on X Guest Work: The Eric Ries Show YouTube Channel Amazon Author Page Incorruptible: Why Good Companies Go Bad... and How Great Companies Stay Great The Lean Startup by Eric Ries – How Today's Entrepreneurs Use Continuous Innovation to Build Successful Businesses The Leader's Guide The Startup Way: How Modern Companies Use Entrepreneurial Management to Transform Culture and Drive Long-Term Growth Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Does Eli Lilly already have the solve for obesity? In this episode of On the Pen — the Weekly Dose Podcast, host Dave Knapp breaks down a stunning comment from Lilly's Chief Scientific Officer Daniel Skowronski, who suggested that obesity could become a solved disease within just a few generations of innovation.What does that mean for the millions of patients still fighting for access to GLP-1 medications like Zepbound, Mounjaro, and tirzepatide? And what is Lilly seeing in its pipeline that the rest of us can't?We dig into:Lilly's decision to stop disclosing its Phase 1 pipelineThe Camurus fluid crystal technology deal and what it means for long-acting GLP-1sEloralintide — Lilly's selective amylin agonist and potential dark horse in obesity medicineHow eloralintide compares to Novo Nordisk's cagrilintideWhy the future of obesity treatment is a toolbox, not a scoreboardThe access crisis: prior authorizations, insurance exclusions, Medicare, and Medicaid coverage gapsRetatrutide, quintuple agonists, and what's coming out of ADA 2026If you're on Zepbound, Wegovy, Ozempic, or any GLP-1 medication — or you're waiting for the next generation of obesity drugs — this episode is for you.
Why do companies with the best intentions end up betraying their customers, employees, and mission? Eric Ries calls it “financial gravity” — an invisible force that pulls even the most principled companies toward corruption, and understanding it is the first step to resisting it.In this episode, Eric Ries, entrepreneur and author of The Lean Startup and Incorruptible, shares why building a great company isn't just about having a strong vision — it's about building structures that protect that vision from external pressure. Eric revisits the core ideas behind the Lean Startup and MVP, explaining how the purpose of a minimum viable product is not to ship fast but to learn fast. He then introduces the central thesis of his new book: that the corruption we see in companies isn't caused by bad people, but by a financial system that pulls organizations away from their values. Drawing on stories of Sol Price, FedMart, Costco, HEB, Novo Nordisk, and Anthropic, he shows that incorruptible companies are built through a combination of ethos — a deep operational commitment to doing right — and structural governance that resists outside pressure. He also unpacks how false metrics like OKRs can hollow out a company's integrity over time, and how Mary Parker Follett's concept of the “invisible leader” helps culture survive beyond any single founder or CEO.Key topics discussed:What “financial gravity” is and why even good companies fall to itThe true purpose of an MVP (hint: it's not about shipping fast)Why OKRs become dangerous false proxies over timeBlueprint for building a truly incorruptible companyWhy Costco and Novo Nordisk resisted forces that killed FedMartMary Parker Follett's invisible leader explainedWhy Anthropic's structure gives it a lasting competitive edgeHow everyday decisions become acts of systemic changeTimestamps:(00:00) Trailer & Intro(02:31) What Two Mega-Trends Make Lean Startup More Relevant Than Ever?(04:03) What Is the True Purpose of a Minimum Viable Product?(11:04) Has AI Actually Made Building Software Cheaper and Better?(13:41) What Two Stories Inspired the Book Incorruptible?(20:38) What Is Financial Gravity and Why Does It Corrupt Even Good Companies?(26:29) What Is Surrogation and Why Do OKRs Become Dangerous False Proxies?(29:55) What Is the Blueprint for Building an Incorruptible Company?(33:53) What Is the Invisible Leader and How Does It Keep Company Culture Alive?(39:56) What Governance Structures Can Shield a Company's Mission from Financial Gravity?(48:27) Why Does Anthropic's Unique Structure Give It a Competitive Advantage in AI?(51:43) 3 Tech Lead Wisdom_____Eric Ries's BioOver the last two decades, Eric Ries's ideas about continuous innovation, long-term thinking, governance, and market reform have reshaped company building and management practices. He is the creator of the Lean Startup method, and the author of the New York Times bestseller The Lean Startup; The Leader's Guide; and The Startup Way.As a founder, he has put his own ideas into practice with The Long-Term Stock Exchange (LTSE); Answer.AI, an AI R&D lab; Virgil, a legal services startup; and IMVU. On The Eric Ries Show, he talks with world-class technologists, thought leaders, and executives building for the long-term. He lives in the San Francisco Bay Area with his wife and three children.Follow Eric:LinkedIn – linkedin.com/in/eriesX – x.com/ericriesPodcast – www.ericriesshow.comWebsite – incorruptible.coNewsletter – news.theleanstartup.comLike this episode?Show notes & transcript: techleadjournal.dev/episodes/259.Follow @techleadjournal on LinkedIn, Twitter, and Instagram.Buy me a coffee or become a patron.
In this Focus Core podcast episode, host David Sweet interviews Steve Bleistein, CEO of Tokyo-based Relansa, Inc., and author of Dauntless Leadership, about rapid growth and leadership for international companies in Japan. Steve argues Japan is “no enigma” because value and leadership fundamentals are universal, and “we can't do this because this is Japan” is an excuse that abdicates agency. He cites skincare company Takami's fast growth by bucking department-store conventions, using limits to drive innovation, and focusing on direct customer acquisition and lifetime relationships. On leading change, he advises leaders decide the “what” while teams help with the “how,” cater to the vanguard, take action before buy-in, and ignore or remove naysayers. He also discusses hiring leaders who speak truth to power and think strategically, building internal leadership benches, poaching external talent, keeping HR from pre-vetting executives, understanding real decision-making dynamics, defining empowerment, and adapting to demographics through customer/market shifts and productivity-enhancing technology.The 2026 FocusCore Salary Guide is here: 2026 Salary GuideIn this episode you will hear:Why universal business values succeed in Japan and beyondBusting the myth of Japan's business market being 'slow' or 'encrypted'The role of innovation in breaking traditional market normsHow to implement industry-defining leadership strategiesAddressing and adapting to the needs of an aging Japanese marketOvercoming the ‘Japan barrier' in multinational corporationsAbout Steve:Steve is the CEO and founder of Tokyo-based Relansa, Inc., and a recognized expert on rapid business growth for international companies in Japan. He works closely with CEOs and senior leaders to help organizations achieve faster and more sustainable business results in complex cross-cultural environments.A fluent Japanese and French speaker, he is known for bridging Western and Japanese business thinking, advising global brands including Adidas, Godiva, Novo Nordisk, Danone, BMW, LVMH, L'Oréal, Lenovo, and Michelin, among many others.He is the author of seven business books, including Strategy On Your Own Terms, Disrupt or Be Disrupted, Dauntless Leadership, Indomitable Selling Capability, Rapid Culture Change, Charismatic Disruption, and Rapid Organizational Change.He has appeared on Bloomberg News as a commentator on Japanese business issues and has contributed articles to all three of Nikkei's leading business publications in both English and Japanese.In addition to his consulting work, he serves as President of the Entrepreneur Committee at the French Chamber of Commerce and Industry in Japan, where he leads the popular “Conversation With” leadership series featuring senior executives from companies such as Danone, Lenovo, BMW, Unilever, Cartier, and Domino's Pizza Japan. He has also served on the board of Tsukuba International School since 2014.He holds a Ph.D. from the University of New South Wales, an International MBA from the University of South Carolina, and a bachelor's degree in political science from the University of Michigan.Connect with Steve:LinkedIn: https://www.linkedin.com/in/stevenbleistein/Website: https://stevenbleistein.net/Newsletter: https://stevenbleistein.net/#newsletterregoGrowth Zone podcast: https://stevenbleistein.net/feed/podcast/the-growth-zoneApple podcast: https://podcasts.apple.com/us/podcast/the-growth-zone/id1892800069.Podcast: https://stevenbleistein.net/podcast-2/Connect with David Sweet:LinkedIn: https://www.linkedin.com/in/drdavidsweet/Twitter: https://twitter.com/focuscorejpFacebook: :https://www.facebook.com/focuscoreasiaInstagram: https://www.instagram.com/focuscorejp/Website: https://www.japan.focuscoregroup.com/This podcast was proudly produced by Lisa Yasuda.“Doin' the Uptown Lowdown,” used by permission of Christopher Davis-Shannon. To find out more, check out www.thetinman.co. Support independent musicians and artists.
Good morning from Pharma Daily: the podcast that brings you the most important developments in the pharmaceutical and biotech world. Recent updates offer a fascinating glimpse into an industry marked by dynamic shifts and groundbreaking advancements, each promising to reshape the future of healthcare. Let's delve into some of the most notable developments that are capturing attention across the globe. Starting with Eli Lilly's obesity medication, Zepbound, which has regained insurance coverage through CVS Caremark. This decision is emblematic of a broader recognition of obesity as a significant health issue that demands comprehensive treatment solutions. The reinstatement of coverage enables more patients to access Zepbound, potentially setting a benchmark for other insurers and leading to improved health outcomes. Shifting focus to oncology, AbbVie has secured FDA approval for a new therapy derived from its acquisition of ImmunoGen, adding to its portfolio of antibody-drug conjugates (ADCs) with Elahere. This development underscores the escalating value of ADCs in precision cancer therapies, offering innovative solutions for targeting cancer cells while preserving healthy tissues. Japan's pharmaceutical R&D stance is under examination as Prime Minister Sanae Takaichi meets with over 20 industry leaders to discuss maintaining the nation's competitive edge. This gathering highlights a global race among nations to enhance their R&D capabilities, ensuring leadership in pharmaceutical innovations. In neuroscience, Novartis's relentless pursuit to conquer the blood-brain barrier reflects ongoing efforts to revolutionize treatments for neurological disorders. Despite recent advancements, Novartis continues to explore new strategies for drug delivery to the brain, aiming to unlock therapies for conditions like Alzheimer's and Parkinson's disease. Viridian Therapeutics' collaboration with Wuxi Biologics marks a notable push in the eye drug market, positioning them against major players like Amgen. This partnership emphasizes manufacturing capability as a critical factor in ensuring resilient supply chains and competitive advantage. The hepatitis B treatment landscape has witnessed significant progress with GSK's phase 3 trial results for its drug Bepirovirsen. Achieving a functional cure in around one-fifth of patients signifies a major step forward in addressing this widespread disease. The potential to reduce lifelong antiviral therapy and lower liver cancer rates illustrates the transformative impact of nucleic acid-based therapies. Leadership dynamics also play a crucial role in pharma strategies. PharmaEssentia's appointment of Eric Vogel highlights the industry's reliance on seasoned talent to drive market expansion and broaden therapeutic indications, particularly for its rare blood cancer drug Besremi. In longevity research, Human Longevity's collaboration with Insilico Medicine introduces Human Life Foundation Models (HLFM), leveraging AI and genomics to extend human lifespan. This initiative is part of a broader trend integrating cutting-edge technologies into healthcare research, reflecting an evolving focus on longevity and genomic sciences. Regulatory landscapes are also evolving, as seen with CMS finalizing changes to the No Surprises Act dispute resolution process. By streamlining arbitration amidst rising disputes, these updates aim to refine healthcare policy frameworks for more efficient stakeholder service. Meanwhile, biosimilar approvals are gaining traction globally. ANVISA's approval of EMS's Ozivy in Brazil introduces a cost-effective alternative to Novo Nordisk's semaglutide (Ozempic) for type 2 diabetes. This step enhances access to affordable diabetes treatments, crucial for managing this prevalent metabolic disorder. In clinical trials innovation, D&D Pharmatech's Zabopegdutide has shown promising Phase 2 results for metabolic dysfunction-associated steatohepatitis (MASH), indicating fibrosis improvement and potential disease resolution. These findings underscore dual receptor agonists' therapeutic promise in tackling complex metabolic conditions. Additionally, Kailera Therapeutics' KAI-4729 demonstrates significant weight loss in Phase 1 obesity trials, potentially reshaping the obesity treatment landscape by offering superior weight management options compared to existing therapies. Funding rounds like Secretome Therapeutics' successful $30 million Series A highlight ongoing investments in regenerative medicine and cell-based therapies, propelling advancements in cardiovascular disease treatment pipelines. The acquisition landscape remains active with CordenPharma's purchase of AmbioPharm, expanding peptide manufacturing capabilities across U.S. and China markets. This move meets growing demand for peptide APIs vital in drug development processes. Technological innovation remains pivotal as Biohub releases an AI World Model for protein biology to expedite therapeutic discovery processes. This tool exemplifies computational biology's integration into drug discovery efforts, enhancing efficiency and innovation. Overall, these developments illustrate a vibrant pharmaceutical and biotech landscape characterized by scientific breakthroughs, strategic partnerships, regulatory achievements, and technological advancements—all aimed at advancing patient care and expanding therapeutic possibilities across diverse medical domains. As these trends continue unfolding, they promise not only improved treatment outcomes but also a more robust global healthcare ecosystem committed to innovation and excellence. Thank you for tuning into Pharma Daily; stay informed as we continue bringing you the latest from this rapidly evolving industry.Support the show
Novo Nordisk har med stor succes lanceret selskabets nye Wegovy fedme-pille i USA - endelig godt nyt efter mere end et år med kæmpe pres, nedjusteringer og dårligt salg. Nu viser det sig dog, at glæden måske er kortvarig. For nye tal viser at Novo ikke kun har mistet voldsomt terræn til Eli Lilly i USA - det gælder også globalt. Lyt her hvorfor og hvor slemt det står til i denne Lyn-analyse. Gæst: Anna Sofie Laue, journalist, Finans. Vært: Mads Ring. Foto: Novo/PR.See omnystudio.com/listener for privacy information.
Host: Rick Grobbee Guest: Kristina Haugaa Want to watch that extended interview on https://esc365.escardio.org/event/2563?resource=interview Go to: Want to watch that episode? Go to: https://esc365.escardio.org/event/2563 Disclaimer ESC TV Today is supported by Novartis through an independent funding. The programme has not been influenced in any way by its funding partner. This programme is intended for health care professionals only and is to be used for educational purposes. The European Society of Cardiology (ESC) does not aim to promote medicinal products nor devices. Any views or opinions expressed are the presenters' own and do not reflect the views of the ESC. All declarations of interest are listed at the end of the episode. The ESC is not liable for any translated content of this video. The English language always prevails. ESC TV Today uses a range of tools and resources (including AI) to support content production. All content is reviewed and approved by the editorial team. Statements and opinions expressed by guest speakers are their own. Declarations of interests Stephan Achenbach, Yasmina Bououdina, Rick Grobbee, Kristina Haugaa and Nicolle Kraenkel have declared to have no potential conflicts of interest to report. Carlos Aguiar has declared to have potential conflicts of interest to report: personal fees for consultancy and/or speaker fees from Abbott, AbbVie, Alnylam, Amgen, AstraZeneca, Bayer, BiAL, Boehringer-Ingelheim, Daiichi-Sankyo, Ferrer, Gilead, GSK, Lilly, Novartis, Novo Nordisk, Pfizer, Sanofi, Servier, Takeda, Tecnimede, Viatris. John-Paul Carpenter has declared to have potential conflicts of interest to report: stockholder MyCardium AI. Davide Capodanno has declared to have potential conflicts of interest to report: Abbott Vascular, Bristol Myers Squibb, Daiichi Sankyo, Edwards Lifesciences, Novo Nordisk, Sanofi Aventis, Terumo. David Duncker has declared to have potential conflicts of interest to report: lecture honoraria from Abbott, Astra Zeneca, Biotronik, Boehringer Ingelheim, Boston Scientifics, Bristol Meyers Squibb, CVRx, Daiichi Sankyo, Medtronic, Microport, Pfizer, Sanofi, Zoll. Konstantinos Koskinas has declared to have potential conflicts of interest to report: honoraria from MSD, Daiichi Sankyo, Sanofi. Felix Mahfoud has declared to have potential conflicts of interest to report: research grants from Deutsche Forschungsgemeinschaft (SFB TRR219), Deutsche Gesellschaft für Kardiologie (DGK), Deutsche Herzstiftung, Ablative Solutions, ReCor Medical. Consulting fees, payment honoraria lectures, presentations, speaker, support travel costs: Ablative Solutions, Astra-Zeneca, Novartis, Inari, Recor Medical, Medtronic, Philips, Merck. Steffen Petersen has declared to have potential conflicts of interest to report: consultancy for Circle Cardiovascular Imaging Inc. Calgary, Alberta, Canada. Emma Svennberg has declared to have potential conflicts of interest to report: Abbott, Astra Zeneca, Bayer, Bristol-Myers, Squibb-Pfizer, Johnson & Johnson.
This episode covers: Cardiology This Week: A concise summary of recent studies The heart in high altitude Mitral annular disjunction Mythbusters: Weekend mortality Host: Rick Grobbee Guests: JP Carpenter, Kristina Haugaa, Silvia Ulrich Want to watch that episode? Go to: https://esc365.escardio.org/event/2563 Want to watch that extended interview on mitral annular disjonction, go to: https://esc365.escardio.org/event/2563?resource=interview Disclaimer ESC TV Today is supported by Novartis through an independent funding. The programme has not been influenced in any way by its funding partner. This programme is intended for health care professionals only and is to be used for educational purposes. The European Society of Cardiology (ESC) does not aim to promote medicinal products nor devices. Any views or opinions expressed are the presenters' own and do not reflect the views of the ESC. All declarations of interest are listed at the end of the episode. The ESC is not liable for any translated content of this video. The English language always prevails. ESC TV Today uses a range of tools and resources (including AI) to support content production. All content is reviewed and approved by the editorial team. Statements and opinions expressed by guest speakers are their own. Declarations of interests Stephan Achenbach, Yasmina Bououdina, Rick Grobbee, Kristina Haugaa, Nicolle Kraenkel and Silvia Ulrich have declared to have no potential conflicts of interest to report. Carlos Aguiar has declared to have potential conflicts of interest to report: personal fees for consultancy and/or speaker fees from Abbott, AbbVie, Alnylam, Amgen, AstraZeneca, Bayer, BiAL, Boehringer-Ingelheim, Daiichi-Sankyo, Ferrer, Gilead, GSK, Lilly, Novartis, Novo Nordisk, Pfizer, Sanofi, Servier, Takeda, Tecnimede, Viatris. John-Paul Carpenter has declared to have potential conflicts of interest to report: stockholder MyCardium AI. Davide Capodanno has declared to have potential conflicts of interest to report: Abbott Vascular, Bristol Myers Squibb, Daiichi Sankyo, Edwards Lifesciences, Novo Nordisk, Sanofi Aventis, Terumo. David Duncker has declared to have potential conflicts of interest to report: lecture honoraria from Abbott, Astra Zeneca, Biotronik, Boehringer Ingelheim, Boston Scientifics, Bristol Meyers Squibb, CVRx, Daiichi Sankyo, Medtronic, Microport, Pfizer, Sanofi, Zoll. Konstantinos Koskinas has declared to have potential conflicts of interest to report: honoraria from MSD, Daiichi Sankyo, Sanofi. Felix Mahfoud has declared to have potential conflicts of interest to report: research grants from Deutsche Forschungsgemeinschaft (SFB TRR219), Deutsche Gesellschaft für Kardiologie (DGK), Deutsche Herzstiftung, Ablative Solutions, ReCor Medical. Consulting fees, payment honoraria lectures, presentations, speaker, support travel costs: Ablative Solutions, Astra-Zeneca, Novartis, Inari, Recor Medical, Medtronic, Philips, Merck. Steffen Petersen has declared to have potential conflicts of interest to report: consultancy for Circle Cardiovascular Imaging Inc. Calgary, Alberta, Canada. Emma Svennberg has declared to have potential conflicts of interest to report: Abbott, Astra Zeneca, Bayer, Bristol-Myers, Squibb-Pfizer, Johnson & Johnson.
What happens when the author of The Lean Startup starts questioning the very system that built Silicon Valley? In this episode of Remarkable People, Eric Ries joins Guy Kawasaki to unpack the ideas behind his new book, Incorruptible, and explain why so many great companies lose their soul as they grow. Eric explores corruption in modern business, the dangers of shareholder primacy, and why companies like Costco and Novo Nordisk have resisted the pressures that break other organizations. He also shares how founders can build structures that protect trust, mission, and long-term thinking from the start. If you've ever wondered whether companies can scale without selling out, this conversation will challenge the way you think about capitalism, leadership, and innovation.--Guy Kawasaki is on a mission to make you remarkable. His Remarkable People podcast features interviews with remarkable people such as Jane Goodall, Marc Benioff, Woz, Kristi Yamaguchi, and Bob Cialdini. Every episode will make you more remarkable.With his decades of experience in Silicon Valley as a Venture Capitalist and advisor to the top entrepreneurs in the world, Guy's questions come from a place of curiosity and passion for technology, start-ups, entrepreneurship, and marketing. If you love society and culture, documentaries, and business podcasts, take a second to follow Remarkable People.Listeners of the Remarkable People podcast will learn from some of the most successful people in the world with practical tips and inspiring stories that will help you be more remarkable.Episodes of Remarkable People organized by topic: https://bit.ly/rptopologyListen to Remarkable People here: **https://podcasts.apple.com/us/podcast/guy-kawasakis-remarkable-people/id1483081827**
When Maziar Mike Doustdar took over as CEO of Novo Nordisk last year, the company had lost ground in the anti-obesity drug market. Doustdar spoke with Jessica Mendoza about his plans to turn the company around, the recent success of their Wegovy pill and what keeps him up at night. Further Listening: - Ozempic Is a Hit. So Why Is the Drugmaker's CEO Out? - Trillion Dollar Shot Sign up for WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices
What if the way we think about business value, trust, and capitalism itself is fundamentally broken? Eric Ries' The Lean Startup changed how a generation of entrepreneurs build companies. Now, Ries takes aim at some of the most sacred business assumptions today in his new book, Incorruptible. Ries joins Rapid Response to share what he witnessed firsthand in the clash between Anthropic and the US government, and why he believes the current system is failing the very people it's supposed to serve. He also brings in-the-trenches stories from Cloudflare, Novo Nordisk, and Whole Foods to make the case that courage, not capital, may be the most undervalued asset in business right now.Visit the Rapid Response website here: https://www.rapidresponseshow.com/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
What if the way we think about business value, trust, and capitalism itself is fundamentally broken? Eric Ries' The Lean Startup changed how a generation of entrepreneurs build companies. Now, Ries takes aim at some of the most sacred business assumptions today in his new book, Incorruptible. Ries joins Rapid Response to share what he witnessed firsthand in the clash between Anthropic and the US government, and why he believes the current system is failing the very people it's supposed to serve. He also brings in-the-trenches stories from Cloudflare, Novo Nordisk, and Whole Foods to make the case that courage, not capital, may be the most undervalued asset in business right now.Visit the Rapid Response website here: https://www.rapidresponseshow.com/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Eric Ries had a 40-page business plan. An Excel model so complicated it would crash Excel. A team of elite students, real investors, and a working product. What he didn't have was a strategy -- and he didn't realize it until after the startup collapsed. Episode page with video, links, and more The moment of clarity came in a Boston job interview. A panel of consultants asked what he'd learned. He gave them practical tips. They told him that wasn't strategy. Sitting there, he realized he didn't actually know what the word meant. That category error -- mistaking a polished plan for a strategy -- is the mistake that eventually became The Lean Startup. In this episode, Eric traces the line from that dorm-room failure to his new book, Incorruptible: Why Good Companies Go Bad and How Great Companies Stay Great. He argues that many of the so-called best practices founders are trained to follow aren't pillars of capitalism at all -- they're modern inventions with a poor track record. We get into the Whole Foods unraveling and why John Mackey couldn't simply cut prices, the prehistory of Costco through Sol Price's fiduciary duty to the customer, and what Jim Sinegal built into Costco's governance that has held for four CEOs and forty years. We also look at Novo Nordisk's industrial foundation structure -- a hundred-year-old design that makes companies six times more likely to survive fifty years -- and why most founders have never heard of it. A conversation about strategy, structure, and the quiet ways good companies go bad.
Most founders set out to build something that matters: a company that's aligned with their mission, now and forever. But what if the very systems we use to build ‘real' companies are the thing that corrupts them?In this episode, Yaniv Bernstein is joined by Silicon Valley legend Eric Ries author of the era-defining 'The Lean Startup', founder of the Long-Term Stock Exchange, and now the author of a provocative new book, 'Incorruptible: Why Good Companies Go Bad and How Great Companies Stay Great'.Eric makes the case that corruption is a structural problem, rather than a failing of the people themselves. He walks Yaniv through the ‘financial gravity' that pulls good companies away from their founders' purpose, and the governance ‘fortresses' that a small handful of outlier companies (from Costco to Novo Nordisk to Anthropic) have used to stay great.In this episode, you will:Understand ‘financial gravity' - the force that degrades values, corrupts economic decisions, and reduces long-term outcomesLearn the legend of Sol Price (the father of modern retail behind Costco), and why treating margins as a liability rather than a virtue can be a source of enduring strengthExplore the ‘industrial foundation' model behind century-old giants like Novo Nordisk and Zeiss, and why companies with this structure are roughly 6x more likely to survive to year 50Hear how Anthropic's Long-Term Benefit Trust shaped its trajectory, and why in the age of AI, trustworthiness is the single most valuable corporate assetTimestamps00:00 Coming Up...01:06 On Today's Show: Eric Ries, author of The Lean Startup and Incorruptible02:41 From 'The Lean Startup' to 'Incorruptible': Why Governance Matters04:13 The Two Mysteries05:45 Case Study: Sol Price and FedMart08:58 The Shareholder Primacy Trap14:04 Costco's Governance Fortress16:50 Founder Control vs VCs19:33 Why Markets Punish Your Mission21:30 Novo Nordisk's Foundation Model26:35 Anthropic and AI Trust29:37 Governance in Action Today31:54 Doing the Right Thing33:27 Goodhart's Law and Customer Service Metrics38:36 Why 'Harder Is Easier'39:02 Costco's Hotdog Promise41:55 Mission Lock Structures43:32 Pitching Investors, Leverage and the Fundraising Decision Tree49:33 HBO's Silicon Valley and 'Minimum Viable Product'53:57 Closing Thoughts & Book PlugResources mentioned in this episode'Incorruptible: Why Good Companies Go Bad... and How Great Companies Stay Great' by Eric Ries: https://www.incorruptible.co/'The Lean Startup' by Eric Ries: https://theleanstartup.com/bookLong-Term Stock Exchange (LTSE): https://ltse.com/'Skin in the Game' by Nassim Nicholas Taleb: https://www.amazon.com/Skin-Game-Hidden-Asymmetries-Daily/dp/0425284646Mark Cuban's Cost Plus Drugs: https://costplusdrugs.com/The PactHonor the Startup Podcast Pact! If you have listened to TSP and gotten value from it, please:Follow, rate, and review us in your listening appSecure your official TSP merchandise at https://shop.tsp.show/Follow us here on YouTube for full-video episodes: https://www.youtube.com/channel/UCNjm1MTdjysRRV07fSf0yGgGive us a public shout-out on LinkedIn or anywhere you have a social media followingKey linksThis episode of the Startup Podcast is sponsored by .tech domains. Forget weird prefixes and creative misspellings; the availability for .tech domains is simply way better than .com. For a clean name that highlights your tech credentials, get a .tech domain at your favorite registrar.The Startup Podcast website: https://www.tsp.show/episodes/Learn more about Chris and YanivWork 1:1 with Chris: http://chrissaad.com/advisory/Follow Chris on Linkedin: https://www.linkedin.com/in/chrissaad/Follow Yaniv on Linkedin: https://www.linkedin.com/in/ybernstein/Producer: Justin McArthur https://www.linkedin.com/in/justin-mcarthurAssistant Producer: Steph Hefferan https://www.linkedin.com/in/steph-heff/Intro Voice: Jeremiah Owyang https://web-strategist.com/
Good morning from Pharma Daily: the podcast that brings you the most important developments in the pharmaceutical and biotech world. Today, we're diving into a series of noteworthy advancements and challenges that are shifting the landscape of drug development and patient care. Starting with AstraZeneca and Daiichi Sankyo, their Trop2-directed antibody-drug conjugate, Datroway, has secured FDA approval for first-line treatment in triple-negative breast cancer. This form of cancer is notoriously aggressive and offers limited treatment options, making this approval a significant milestone. It positions Datroway as a key player in the ADC market targeting TNBC, highlighting the increasing role of antibody-drug conjugates in oncology. This advancement not only expands therapeutic options for patients but also emphasizes the growing importance of ADCs in effectively targeting cancer cells while sparing healthy tissues. In another exciting development, Merck and Kelun Biotech have reported on their SAC-TMT ADC, which when paired with Keytruda, shows a profound impact on PD-L1-positive non-small cell lung cancer patients. Their combination therapy demonstrated a remarkable 65% reduction in disease progression or death compared to Keytruda alone. Presented at the ASCO annual meeting, these findings could potentially revolutionize first-line treatments for NSCLC, further underscoring the promising therapeutic potential of combining ADCs with immunotherapies. However, AstraZeneca faced a setback with a novel breast cancer drug as an FDA advisory committee recommended against its approval. Interestingly, the European Medicines Agency provided a favorable opinion, illustrating the divergent regulatory landscapes across continents. Such discrepancies highlight the complex regulatory environment pharmaceutical companies must navigate and could influence strategic decisions regarding market focus. On the legal front, Eli Lilly is embroiled in controversy over an alleged $200 million rebate fraud scheme involving its diabetes drug, Trulicity. This situation sheds light on ongoing issues within pharmaceutical distribution channels and raises questions about compliance and oversight mechanisms necessary to prevent such financial misconduct. Meanwhile, industry dynamics continue to evolve as AbbVie announced workforce reductions in its Allergan Aesthetics unit. This move reflects broader trends where companies streamline operations to prioritize core competencies and promising therapeutic areas. From a regulatory perspective, Maat Pharma's decision to seek re-examination for its graft-versus-host disease medication underscores the iterative nature of drug approval processes. Persistence in addressing regulatory feedback remains crucial as companies strive for successful market entry. In obesity management, Novo Nordisk's oral GLP-1 receptor agonist, Wegovy, gains traction as a convenient treatment option. The shift towards oral medications could significantly improve patient adherence and outcomes by offering an easier alternative to injections. Biogen's decision to terminate its collaboration with Denali Therapeutics after unsuccessful phase 2 trials for a Parkinson's disease candidate highlights the inherent risks in neurological drug development. Rigorous clinical evaluation remains essential to ensure efficacy before advancing therapies further. Despite these advancements, challenges persist as Biogen and Denali's BIIB122 failed in phase 2b trials for idiopathic Parkinson's disease. This underscores the complexity of neurological disorders and emphasizes the need for continued innovation targeting LRRK2 kinase inhibitors. In the realm of CAR-T therapies, Novartis' T-Charge platform faces competition from emerging in vivo technologies. This competitive landscape demonstrates rapid evolution within cell therapy domains, aiming to enhance efficacy and accessibility for patients. Meanwhile, strategic mergers and acquisitions continue as Liminatus Pharma acquires CAR-T biotech Innocsai for $320 million, underscoring sustained interest in oncology cell therapies. Switching gears to Eli Lilly's recent Phase 3 TRIUMPH-1 trial results for retatrutide, they reveal promising weight loss outcomes comparable to bariatric surgery. As a triple hormone receptor agonist targeting GLP-1, retatrutide holds significant potential in addressing obesity—a condition with profound public health implications. Medtronic's acquisition of SPR Therapeutics to enhance its chronic pain portfolio reflects a focus on minimally invasive treatments. Financially, Research Alliance III raised $75 million through a SPAC IPO targeting mergers with China-based biotech firms, signaling increased global collaboration within the sector. Dandelion Health's $14 million Series A funding aims to advance clinical intelligence platforms that could transform drug development through data analytics. Finally, Moderna's mRNA-based flu vaccine is set for review by the FDA's vaccine advisory committee after overcoming initial regulatory hurdles. This scrutiny highlights ongoing challenges faced by novel vaccine technologies within rigorous regulatory environments. In summary, these developments illustrate an industry at the forefront of scientific innovation while grappling with regulatory complexities and operational challenges. From antibody-drug conjugates and immunotherapy combinations to gene editing and advanced cell therapies, there's a clear commitment to improving patient outcomes through novel scientific approaches. As these trends evolve, they promise to redefine treatment landscapes across various therapeutic areas—offering new opportunities for scientific advancements and enhanced patient care worldwide.Support the show
The Learning Leader Show with Ryan Hawk Read my NEW BOOK -- The Price of Becoming - www.LearningLeader.com/Becoming Eric Ries is the author of The Lean Startup, one of the most influential business books of the past 25 years, and the founder of the Long-Term Stock Exchange, the first new U.S. exchange to both list and trade multiple stocks since NASDAQ launched 50 years ago. His new book is Incorruptible. Key Learnings The more successful a company becomes, the more valuable it is as a target. Companies are worth stealing and taking over. Most founders are naive about this and don't understand what's coming for them. They've been following the so-called best practices about how companies should be built, structured, and governed. Most of those best practices are value-destroying. Sol Price was a lawyer before he became an entrepreneur. He believed a lawyer had a fiduciary duty to put the client's interests before his own. So when he became a retailer, he asked: "Who's my client?" The customer. He treated the customer as the person he would rather die than betray. When competitors sold a product for less, he'd put up signs in his own store: "Don't buy this from me. You can get it cheaper somewhere else." He capped his margins at 14 percent. He paid above-market wages. It is so much easier to destroy than to create. One day, Sol came into work and couldn't get into his office because the locks had been changed. Investors had pushed him out and forced Fedmart to practice retail best practices. Within seven years, they bankrupted the company. We've built an economy that rewards people for cost-cutting without holding them accountable for the consequences to trustworthiness, brand, or culture. The origin story of Costco: Sol took two weeks off, then leased the office upstairs from Fedmart and started Price Club. One of the young guys who left with him, Jim Sinegal, had worked his way up from stock boy. Jim eventually started his own company using the Sol ethos. A few years later, their companies merged to form what we now call Costco. Wall Street routinely calls Costco the exception to every rule. Wall Street analysts say things like: "At Costco, they take money that rightfully belongs to shareholders and instead invest it in the customer experience." As if that's a criticism. Costco endures because it's protected by a governance fortress. A series of worst practices that resist outside pressure structurally. The $1.50 hot dog has been the same price since 1986. A McDonald's Big Mac was $1.60 in 1986. Today that same Big Mac in California is over $7. Costco sells more hot dogs than every Major League Baseball stadium in America combined. If they raised the combo to $7, it would be a billion dollars of extra net income. They could do it. They choose not to. "If you raise the price of the effing hot dog, I will kill you. So figure it out." Jim Sinegal said it to his COO in 2008 when costs were rising. Figure it out. Costco vertically integrated the hot dog supply chain. They own hot dog production plants in multiple cities. They worked deals with soda vendors. They did all that extra work for the privilege of not making more money on the hot dog. Harder is easier. "When you take the hard road, when you make a principled commitment, you get these almost unbelievable values. Because you're generating the most underrated and most valuable asset in all of business: trustworthiness." "Easy choices, hard life. Hard choices, easy life." Jerzy Gregorek, Olympic weightlifter. "Everybody wanna be a bodybuilder. Nobody wanna lift these heavy ass weights." Ronnie Coleman, eight-time Mr. Olympia. Everyone wants the outcome. Nobody wants to do the actual thing. Culture and mission can be cultivated, not commanded. Most leaders get this wrong. They say "I'm in charge of my team." But can you command your team to have integrity? Can you command it to have a particular culture? You have to make consistent, responsible choices, just like cultivating health in your body. Get reps. Eric gave practice talks at a Hobee's restaurant at 7 AM to six people just to get the reps. Caring and trying to do a good job is so unbelievably rare. That alone is a competitive advantage. Feedback tells you something about the person giving it, not about yourself. If someone reads Eric's manuscript and says, "This book sucks," he hasn't learned anything about the book. He's learned this person doesn't like this kind of book. When he stopped arguing with negative customer reviews and started studying who they came from, he noticed patterns. People 16 and younger loved the product. People 16 and older hated it. He learned who his product was for. Separate qualitative from quantitative feedback. Qualitative is for hypothesis generation. Quantitative is for hypothesis validation. When test readers told him a chapter wasn't working, that was qualitative. When the platform data showed nobody was getting past that chapter, that was quantitative. You need both to know what to fix. It is always too early until it's too late. Eric tells the story of a multibillion-dollar founder he warned before his IPO. The founder talked to his bankers, lawyers, and CFO. They told him Eric was a downer. The founder went public anyway with conventional governance. Five months later, his stock dropped 90 percent, and he was ousted. The best time to plant a tree is 40 years ago. The second-best time is today. Eric's checklist for building an incorruptible company: Encode your mission into the corporate charter. Most founders have never read their charter. If your mission statement says one thing but your legal charter says another, you're lying. The easiest fix: file a public benefit corp filing (PBC). Two pages. 44 states. Your lawyer can do it tomorrow. Identify your fiduciary commitments. Who would you rather die than betray? Is it your customers? Your employees? Product quality? You decide. If your answer is nobody, you're a sociopath. The whole book is for the people who actually want to accomplish something. Align your employees to that mission. Make sure everybody on the team is committed to the same fiduciary priority. Create a director's oath. Like the Hippocratic Oath for doctors, but for your board. They must pledge to commit to the company's mission. Board betrayal and investor pressure are leading causes of death of companies in the modern world. Make the directors accountable to somebody. Power without accountability is corrosive to the human spirit. Novo Nordisk is governed by a nonprofit foundation. Patagonia is governed by a perpetual purpose trust. John Lewis Partnership in the UK is governed by an employee ownership trust. IKEA, Vanguard, and REI all have these structures. The data shows these companies are dramatically more stable and higher performing than conventional structures. You are not stuck in traffic. You are traffic. People love to blame the system. But you're not just a passenger. You're part of what creates the system. Where you work. What you buy. What you give your attention to. Every one of those choices is fueling somebody's company, somebody's algorithm, somebody's bonus. The richest people in the world spend billions on PR because they know your individual choices matter. Use that power. Eric's champagne moment a year from now: a grassroots movement around Incorruptible. This book won't get wall-to-wall media coverage. It's antagonistic to people in power. So Eric hopes readers will hand it to their founders, their bosses, their friends. If consumers and employees start demanding, "I want to work in an incorruptible company," that's the toast. Reflection Questions What is your equivalent of Costco's hot dog? The one commitment you'd defend even when it's financially painful, even when the easy move would be to abandon it? Have you ever read your corporate charter, or the foundational document of your team or department? Does what's actually written match what you say you stand for? Where in your work or life would the harder short-term path build something more durable in the long run? Are you willing to lift the heavy weights? More Learning #258: Jesse Itzler: Creating Your Life Resume & Living Outside the Box #529: James Clear: Setting Up Your Future Self & Becoming an Optimist #565: Noah Kahan: The Art of Asking For What You Want Podcast Chapters 00:00 The Price of Becoming - Pre-Order Now! 01:03 Meet Eric Ries 02:55 Is It Possible to Build an Incorruptible Company? 04:04 Why Culture Alone Won't Save You 05:13 Sol Price, Fedmart, and the Locks That Got Changed 07:56 Why Wall Street Calls Costco the Exception 09:11 The $1.50 Hot Dog Story 13:59 Harder Is Easier: The Principle Behind It All 16:48 Why Governance Is Just Soul Craft 19:50 Building the First New Stock Exchange Since Nasdaq 22:33 Eric's Communication Style: Reps, Not Talent 30:52 The Opportunity Hiding in Broken Markets 31:59 How to Know Which Feedback to Listen To 35:39 Qualitative vs. Quantitative: Why You Need Both 37:23 The Whole Foods Cautionary Tale 40:25 The Founder's Checklist for Building Something Durable 43:44 Encode Your Mission Into the Corporate Charter 47:35 You Are Not Stuck in Traffic. You Are the Traffic. 52:37 The Champagne Question: A Grassroots Movement 55:27 James Clear, Author's Equity, and the Future of Publishing 56:43 EOPC
In dieser Samstagsfolge reden wir endlich mal wieder mit dem Compounder-König, dem Experten für die Immer-Gewinner-Aktien. Diesmal geht es um die große Frage: Was ist ein Burggraben noch wert, wenn KI jedes Geschäftsmodell testet? Los geht's mit SpaceX: Was ist Elon Musks Raketenfirma wirklich wert? Und welche Annahmen braucht man, um zwei Billionen Dollar Börsenwert zu rechtfertigen? Dann sprechen wir über die neue KI-Euphorie: Ist das Dotcom 2.0 – oder diesmal wirklich anders? Über SAP, Novo Nordisk, Hermès, L'Oréal, ASML und Emerging Markets. Über Qualitätsaktien, die nur unter höheren Zinsen leiden. Und über solche, bei denen der Burggraben plötzlich bröckelt. Zum Schluss wird's politisch: Wer gewinnt in Frankreich? Und warum Deutschland im Vergleich fast reformfreudig wirkt. Ein Gespräch mit Wolfgang Fickus über KI, Zinsen, Raketen, Luxus, Chips – und die Frage, welche Aktien wirklich noch Immer-Gewinner sind. Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und - ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
Jordan Sather and Nate Prince dig into a week that felt like a nature documentary gone wrong. Ticks are surging across the Northeast and Midwest, alpha gal syndrome is quietly making red meat allergies a real and growing problem, and a peer reviewed bioethics paper from Western Michigan University actually argues scientists are morally obligated to gene-edit lone star ticks to spread alpha gal and push people away from meat. No, that is not satire. Meanwhile, the WHO and media are still flogging hantavirus and Ebola, and the Trump administration is still not biting. PFAS contamination sits in over 95% of Americans' bloodstreams, and Jordan breaks down where it comes from and how zeolite may help pull it out. RFK scores the largest autism fraud bust in US history, Dr. Oz keeps hammering Medicare and hospice fraud, and TrumpRx quietly adds 600 more generic drugs. Big pharma is apparently starting to sweat, with mass layoffs hitting Pfizer, Merck, Novo Nordisk, and more.
Two retirees with the same balance can take wildly different incomes home — it's not about returns, it's about taxes.This week on Money On Tap, Ben Brayshaw and Dan Michelon unpack The Science of Retirement Income — How to Create Income Alpha: the practice of beating the market not by picking better stocks, but by keeping more of what you already have through tax-aware planning.What you'll learn:What "Income Alpha" actually means — and why it's worth 15–30% more retirement income, year after yearHow Social Security gets taxed at 0%, 50%, or 85% — and how to control which one applies to youThe Roth IRA conversion ladder: filling the 22% bracket today to avoid the 30%+ bracket laterThe lesser-known after-tax account strategy — converting future ordinary-income tax into capital-gains taxQualified Charitable Distributions (QCDs) — the single highest-leverage move for charitable retireesDonor-Advised Funds and Charitable Trusts — stacking giving with Roth conversion yearsThe hidden IRMAA Medicare tax — and the income thresholds that can cost you $1,000–$3,000 a yearThe Widow Tax Trap — the most damaging tax in retirement and how to plan around itWhy the year of a spouse's passing is the last big planning window — and what to do with itWhat 1–2 years of tax returns will tell a good planner that your investment statement never willPlus Money In The News:Weight-loss drug developers line up to tap a $150B market (Eli Lilly, Novo Nordisk, the pill-vs-shot race)Nike stock tumbles 13% to an 11-year low on China weaknessAverage tax refund up 11% from a year ago — IRS data and what it means for inflationFree resource: Email us with "Charitable Giving Booklet" in the subject and we'll send our charitable giving guide.Read the companion blog: brayshawfinancial.com/blogSchedule a free consultation: app.greminders.com/t/9f3ce72e/initialconsultaFull Money On Tap episode library: brayshawfinancial.com/money-on-tapContact UsPhone: 855-226-8551Email: info@yourmoneyontap.comOffice: 116 South River Road, Bedford, NH 03110Web: brayshawfinancial.comWhy do Americans fear running out of money more than death? A recent Allianz survey found that 61% of Americans fear running out of money in retirement more than they fear death itself. The shift reflects structural changes: pensions have largely disappeared, 401(k)s placed the risk of retirement success on individuals, life expectancy has stretched, inflation has accelerated, healthcare costs are rising, and Social Security is on track for a benefit cut. The fear is rational — and the planning response is to build a multi-source income plan rather than to hope a portfolio alone is enough.
In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Lea Oetjen über das Rekordhoch von Arm Holdings, den spannenden KI-Vorstoß von Spotify und den Kurseinbruch bei Intuit. Außerdem geht es um Walmart, Ralph Lauren, IBM, Workday, Merck, Airbus, Air France-KLM, Munich Re, Swiss Re, Ströer, OHB, Rocket Lab, Viavi Solutions, Vodafone, Ericsson, Microsoft, MACOM, Nvidia, AMD, IonQ, JPMorgan Chase, Deutsche Bank, Scalable Capital, Trade Republic, BBVA, Crédit Agricole, Novo Nordisk. Hört unter diesem Link direkt in die neuen Folgen des Politico-Podcasts rein: https://open.spotify.com/show/7LDG3PPA0NnCbNWbQy45up Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und - ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
Good morning from Pharma Daily: the podcast that brings you the most important developments in the pharmaceutical and biotech world. Today, we're diving into the latest updates from the ever-evolving landscape of pharmaceuticals and biotechnology, where innovation is as much a constant as the challenges these industries face. Recently, Fierce Biotech Week in Boston highlighted a shift towards prioritizing validation over pure scientific risk in biotech ventures. This trend reflects a broader industry movement towards evidence-based approaches, which are crucial for gaining investor confidence and ensuring successful clinical outcomes. Cardiometabolic medicines also took center stage at the conference, emphasizing ongoing efforts to innovate in response to the global rise of these diseases. The development of advanced treatments is critical to managing or even reversing disease progression. BioAge Labs has made waves with its plans to develop a drug targeting NLRP3—a protein complex involved in inflammation across diseases like cardiovascular, ocular, and central nervous system disorders. This pivot from obesity to inflammation underscores a strategic focus on addressing fundamental biological mechanisms that could revolutionize treatment paradigms across multiple conditions. Furthermore, biotech companies are leveraging AI to transform drug discovery processes. AI's ability to identify 'outliers'—compounds with unexpected therapeutic potential—signals a shift towards more precise drug candidate identification, thereby accelerating timelines and enhancing outcomes. Bristol Myers Squibb's collaboration with Anthropic to implement AI tools across operations showcases AI's potential to streamline drug discovery, making it faster and more precise. Challenges remain, particularly navigating policy uncertainties and talent recruitment in clinical research teams. Yet, resilience is evident as companies adapt strategies to buffer against regulatory shifts while capitalizing on emerging opportunities. Lexicon Pharmaceuticals exemplifies strategic realignment with its $1 billion deal with Novo Nordisk, reinforcing its focus on diabetes treatments—a major public health challenge. Shifting gears to financial maneuvers and acquisitions, Parabilis Medicines' IPO filing following an $800 million fundraising highlights a keen interest in tackling "undruggable" oncology proteins—a longstanding challenge due to their complex nature. Meanwhile, Eli Lilly's acquisition of Engage Bio enhances its nonviral DNA delivery platform, providing a safer alternative for gene therapy compared to traditional viral vectors. In clinical trial news, Pfizer advances its pneumococcal vaccine candidate into Phase 3 trials for pediatric populations—a critical step toward combating this significant cause of child morbidity and mortality. BioMarin Pharmaceutical's Voxzogo has successfully met its Phase 3 primary endpoint for treating hypochondroplasia in children, paving the way for potential FDA approval. This marks a significant milestone in addressing skeletal dysplasias by targeting natriuretic peptide pathways. As we explore further developments, Eli Lilly's obesity treatment retatrutide showcases promising weight loss results comparable to bariatric surgery outcomes. This positions Lilly strategically within the lucrative obesity market despite slightly underperforming industry expectations. Infectious disease management remains a priority as demonstrated by the U.S. government's engagement of a San Diego biotech for an experimental Ebola antibody treatment amidst an outbreak in Central Africa. This highlights the rapid innovation small biotechs bring during public health crises. Regulatory landscapes are also shifting; recent FDA leadership changes may influence future policies impacting preventive healthcare services—an area critical for stakeholders planning around regulatory frameworks. Lastly, prediction markets like Kalshi and Polymarket are gaining traction by providing insights into trial outcomes and regulatory approvals through expert opinion aggregation and data-driven predictions—offering novel approaches to forecasting industry trends. These advancements illustrate a vibrant landscape where scientific innovation meets strategic collaborations and evolving market dynamics. As pharmaceutical companies navigate this complex terrain, their efforts promise more effective therapies tailored to specific medical needs while driving growth and innovation within an ever-evolving healthcare ecosystem. Stay tuned as we continue to bring you insightful updates from the front lines of pharmaceutical and biotech innovation. Thank you for joining us today on Pharma Daily!Support the show
Eric Ries is the author of The Lean Startup, a book that reshaped how a generation of founders think about building companies. His new book, Incorruptible, explains how successful companies are destroyed by failing to protect what makes them valuable, and how to change it.In our in-depth conversation, we discuss:1. Why 80% of venture-backed founders are ousted within three years of going public2. The governance structures that protect companies like Anthropic, Costco, and Novo Nordisk3. The simple legal filing that takes two pages and could save your company4. Financial gravity: why successful companies predictably get corrupted into mediocrity5. Why mission-aligned companies like Anthropic reap major benefits from protecting their mission through governance6. Why success won't protect you—it instead makes you a bigger target—Brought to you by:WorkOS—Make your app enterprise-ready, with SSO, SCIM, RBAC, and more: https://workos.com/lennyVanta—Automate compliance, manage risk, and accelerate trust with AI: https://vanta.com/lenny—Episode transcript: https://www.lennysnewsletter.com/p/how-to-build-a-company-that-withstands—Archive of all Lenny's Podcast transcripts: https://www.dropbox.com/scl/fo/yxi4s2w998p1gvtpu4193/AMdNPR8AOw0lMklwtnC0TrQ?rlkey=j06x0nipoti519e0xgm23zsn9&st=ahz0fj11&dl=0—Where to find Eric Ries:• X: https://x.com/ericries• LinkedIn: https://www.linkedin.com/in/eries• Website: https://www.incorruptible.co• Newsletter: https://news.theleanstartup.com/• Podcast: https://ericriesshow.com• YouTube: https://www.youtube.com/@theericriesshow—Where to find Lenny:• Newsletter: https://www.lennysnewsletter.com• X: https://twitter.com/lennysan• LinkedIn: https://www.linkedin.com/in/lennyrachitsky/—In this episode, we cover:(00:00) Introduction to Eric Ries(02:26) Introducing Incorruptible(06:26) Protecting what you've built(11:35) Why founders get ousted(14:58) Too early, too late(19:32) The blueprint: ethos plus integrity(20:49) Novo Nordisk's 100-year governance fortress(26:41) The Vectura Group and Philip Morris(33:16) The “harder is easier” principle(37:22) Cloudflare's mission emergence story(42:43) Groupon's email frequency death spiral(45:37) How to define your purpose(51:09) Mission-driven vs. mission-hopeful companies(54:46) Integrity: structural and personal(57:47) Shareholder primacy: the 40-year-old “natural law”(01:00:04) Public benefit corporations: the easiest protection(01:04:24) Downsides and objections(01:06:08) The Anthropic example: fastest-growing company ever(01:08:39) The torchbearers in every organization(01:10:37) The culture bank: deposits and withdrawals(01:12:28) OpenAI and Anthropic governance(01:16:21) Mission guardians explained(01:18:29) Spiritual holding companies(01:21:53) The founder control trap(01:25:25) Three things to do this week(01:30:10) AI alignment and human alignment(01:34:00) Conway's law: org charts in architecture(01:37:31) Book resources and farewell—References: https://www.lennysnewsletter.com/p/how-to-build-a-company-that-withstands—Production and marketing by https://penname.co/. For inquiries about sponsoring the podcast, email podcast@lennyrachitsky.com.Lenny may be an investor in the companies discussed. To hear more, visit www.lennysnewsletter.com
Bonus Episode for May 8. Financial results from pharmaceutical companies Eli Lilly, Novo Nordisk, Merck, Bristol Myers Squibb and AbbVie show strong demand continuing for weight-loss drugs and autoimmune treatments. Wall Street Journal pharma reporter Peter Loftus discusses which drugmakers have the upper hand in the race to dominate those markets. WSJ Heard on the Street columnist David Wainer hosts this special bonus episode of What's News in Earnings, where we dig into companies' earnings reports and analyst calls to find out what's going on under the hood of the American economy. Sign up for the WSJ's free Markets A.M. newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices
A.M. Edition for May 6. A Journal investigation finds China is supplying Russia and Iran with drone factories. WSJ senior correspondent Josh Chin explains how Chinese companies are managing to circumvent U.S. sanctions. Plus, Samsung joins the trillion dollar club amid relentless demand for AI memory chips. And weight-loss drug giant Novo Nordisk surprises with strong sales even as competition with Eli Lilly continues to weigh on growth. Daniel Bach hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices
Uber has been in the middle of the autonomy debate and recently added hotels to the mix, so we're wondering if they can be the “everything” app built around transportation? First quarter results indicated they have the momentum to do it. We also get to results from Disney and Novo Nordisk, which had investors cheering today. Travis Hoium, Lou Whiteman, and Rachel Warren discuss: - Uber's Q1 2026 results - Can Uber make an “everything” app? - Disney's momentum and challenges - Novo Nordisk's GLP-1 conundrum Companies discussed: Uber (UBER), Expedia (EXPE), Disney (DIS), Novo Nordisk (NOVO). Host: Travis Hoium Guests: Lou Whiteman, Rachel Warren Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices