Podcasts about Novo Nordisk

Good morning from Pharma Daily: the podcast that brings you the most important developments in the pharmaceutical and biotech world. Today, we delve into a compelling array of advancements and strategic shifts that are shaping the healthcare landscape across the globe.In recent times, the pharmaceutical and biotech sectors have showcased remarkable resilience and innovation, driving forward with significant scientific breakthroughs and clinical trial results. A standout achievement comes from Novo Nordisk, whose recent Phase 2 trial results for its triple agonist targeting obesity reported a remarkable weight loss of up to 19.7% in patients over 24 weeks. This promising development positions Novo Nordisk as a formidable contender in the obesity treatment market, potentially affecting giants like Eli Lilly. With obesity being a significant global health challenge, these findings underscore the potential of multi-targeted approaches in managing this complex condition.Regulatory landscapes continue to evolve, with pivotal approvals marking milestones for therapies targeting rare diseases. Immedica Pharma's Loargys received FDA approval for treating hyperargininemia associated with arginase 1 deficiency, highlighting perseverance in overcoming regulatory hurdles after a prior rejection. Additionally, Sanofi and Regeneron's Dupixent achieved its ninth FDA approval, underscoring its versatile potential across multiple indications. These approvals not only reflect regulatory progress but also emphasize the critical role of persistence in drug development.Ethical considerations remain at the forefront of industry discussions, particularly highlighted by Novartis' settlement in a lawsuit concerning the use of Henrietta Lacks' cells without consent. This resolution underscores ongoing ethical challenges within biomedical research, emphasizing the need for ethical vigilance as companies increasingly rely on human-derived materials.Significant business trends are shaping strategic directions within the industry. Pfizer's acquisition of marketing rights for Sciwind's GLP-1 receptor agonist in China exemplifies a calculated move to dominate the obesity treatment market. This strategic acquisition allows Pfizer to leverage China's vast market potential for type 2 diabetes medications and positions it favorably for future weight loss treatments.On the manufacturing front, AbbVie has made substantial investments in U.S. infrastructure, committing $380 million to new North Chicago API plants as part of a decade-long strategy to inject $100 billion into U.S. operations. This initiative highlights a commitment to bolstering domestic production capabilities amidst global supply chain uncertainties.The complexities of drug development are further illustrated by Roche's decision to halt the development of Enspryng for Duchenne muscular dystrophy due to unsatisfactory progress. This shift in focus reflects the inherent challenges of drug repurposing and the necessity of robust clinical evidence to support new indications.Geopolitical factors also play a significant role in shaping industry dynamics, with recent U.S. Supreme Court decisions impacting international trade agreements. Such geopolitical influences can significantly affect pharmaceutical companies' operations and strategic planning.The collaboration between Astellas and Vir Biotechnology reflects another significant trend in strategic partnerships within the industry. Their $1.7 billion deal centered on a novel bispecific T-cell engager for prostate cancer underscores the growing importance of immuno-oncology and innovative approaches to targeting hard-to-treat cancers.The regulatory front continues to see transformative changes with the FDA unveiling draft guidance for a new approval pathway tailored for bespoke gene-editing therapies. This initiative could expedite personalized genetic treatments and transform patSupport the show

Send a textThis episode unpacks Novo's aggressive price cuts, Lilly's head to head trial win, and the emerging triple agonist race, revealing how pricing strategy and next generation data are colliding in a full scale GLP-1 market war.00:00 – Cold Open: Lilly vs Novo Shock TimingDave opens with the bombshell that Novo funded a tirzepatide trial while simultaneously announcing major price cuts to Wegovy and Ozempic, setting up a strategic chess match.03:20 – Novo Nordisk Price Cuts ExplainedDeep dive into Novo's plan to cut list prices by up to 50% and what that actually means for formulary power, PBMs, and competitive positioning.07:25 – Tirzepatide vs Semaglutide Head to Head TrialBreakdown of the direct comparison study showing stronger weight loss with tirzepatide and what that means clinically and commercially.11:55 – Market Reaction and Strategic ImplicationsDiscussion of stock movement, competitive signaling, and how Novo's pricing move may blunt Lilly's trial victory.14:25 – Novo Triple Agonist Data DropsShift into Novo's early phase data on its triple agonist candidate and how it compares conceptually to existing dual agonists.16:00 – Comparing Novo's Triple to RetatrutideAnalysis of weight loss percentages versus Lilly's retatrutide data and the caution required when comparing across trials.18:15 – The Triple Agonist EraBroader conversation about whether triple agonism consistently pushes weight loss higher and what durability may look like long term.20:00 – Clinical Trial Results vs Real World RealityReminder that clinical trial outcomes do not automatically translate to everyday patient experience.22:30 – Data Refresher on Allurion Ballon ApprovalQuick recap of the headline numbers and strategic landscape as innovation and pricing Visit TRYSHED.COM to learn more today! Use CODE OTP25 to save 25%!

Es ergibt wenig Sinn, Verluste immer weiter anwachsen zu lassen. Wenn ich eine Aktie im Portfolio habe, die lange gut gelaufen ist, und sie plötzlich fällt – soll ich wirklich zusehen, wie die Gewinne wieder verschwinden? Und wenn ich eine Aktie gerade erst gekauft habe und sie direkt danach ins Minus rutscht: Ist einfaches Halten dann sinnvoll? Nehmen wir Novo Nordisk als Beispiel: Über Jahre stieg die Aktie nahezu ununterbrochen, bis sie es eben nicht mehr tat. Wäre es da nicht klug gewesen, bei minus dreißig oder minus fünfzig Prozent die Reißleine zu ziehen? So denken die meisten Anleger – und das ist nachvollziehbar. Gewinne wieder abzugeben oder eine Aktie immer weiter fallen zu sehen, fühlt sich falsch an. Der Impuls dahinter ist also verständlich. Trotzdem müssen wir genauer hinschauen. Denn zwischen Emotion und Strategie liegt ein großer Unterschied. Deshalb geht es heute darum, wie man aus einer langfristigen Position richtig und planvoll aussteigt.
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Ein wichtiger abschließender Hinweis: Aus rechtlichen Gründen darf ich keine individuelle Einzelberatung geben. Meine geäußerte Meinung stellt keinerlei Aufforderung zum Handeln dar. Sie ist keine Aufforderung zum Kauf oder Verkauf von Wertpapieren.
 Zum Zeitpunkt der Erstellung dieses Beitrags war der Autor, Lars Erichsen, in folgenden der besprochenen Finanzinstrumente selbst investiert: Amazon, Novo Nordisk. Geplante Änderungen: Keine. Weitere Informationen entnehmen Sie bitte unserem Transparenzhinweis zum Umgang mit Interessenskonflikten: https://www.lars-erichsen.de/transparenz-und-rechtshinweis

Stemningen omkring de danske aktier synes at være på et nulpunkt, efter et nyt tørt kurshug til medicinalgiganten Novo Nordisk mandag. Efter en stærk start på året er C25-indekset nu nede med 4 pct. i 2026 og nedturen for Novo Nordisk er nu så voldsom, at aktien er nede med 75 pct. fra toppen. Spørgsmålet er, hvor det efterlader investorerne, og om der stadig kan være gode investeringsmuligheder i de danske aktier. Det diskuterer Millionærklubben med chef for danske aktier i Danske Bank Asset Management Esben Saxbeck Larsen og chefanalytiker i Svenssen & Tudborg Lau Svenssen. Vært: Adam GeilSee omnystudio.com/listener for privacy information.

Good morning from Pharma Daily: the podcast that brings you the most important developments in the pharmaceutical and biotech world.Today, we delve into the latest from an industry that continues to break new ground in both scientific innovation and regulatory landscapes. The pharmaceutical and biotech sectors are buzzing with activity as companies engage in bold strategies and face significant challenges in their quest for groundbreaking treatments.A recent event illustrating the high-stakes nature of this industry involves Novo Nordisk and its decision to conduct a head-to-head clinical trial for Cagrisema against Eli Lilly's Zepbound. This trial, which typically occurs post-approval, was conducted at the candidate stage. Novo Nordisk aimed to establish market dominance by proving superiority early on. However, the trial did not go as planned, with Cagrisema failing to outperform Zepbound. This outcome serves as a reminder of the competitive dynamics in early-stage testing and the strategic risks companies are willing to take in their bid for market leadership.Meanwhile, Gilead Sciences has made a bold move with a $7.8 billion investment in Arcellx, focusing on CAR T-cell therapy. This investment highlights Gilead's commitment to advanced cancer treatments, particularly Anito-cel for relapsed or refractory multiple myeloma. CAR T-cell therapies involve modifying a patient's T-cells to target cancer cells more effectively, representing a significant leap forward in oncological treatments. With an FDA decision anticipated by December 2026, Gilead's investment underscores its strategic focus on transformative therapies that could redefine cancer care.In legal news, Regenxbio has secured a notable victory against Sarepta Therapeutics regarding adeno-associated virus (AAV) technology patents. The appeals court ruling in favor of Regenxbio emphasizes the intricate nature of patent law in biotechnology, where innovations often intersect with naturally occurring biological processes. This decision not only solidifies Regenxbio's intellectual property but also sets a precedent for future patent disputes within the sector.On the regulatory front, Vanda Pharmaceuticals has rebounded from previous setbacks by securing FDA approval for drugs targeting bipolar disorder and schizophrenia. This achievement marks a promising shift for Vanda, demonstrating resilience and adaptability in redirecting focus towards neuropsychiatric conditions. The approval expands therapeutic options for these complex disorders, addressing long-standing unmet needs within mental health care.Despite these advancements, some areas continue to face hurdles. Gene therapies like Casgevy and Lyfgenia for sickle cell disease have struggled to gain traction two years post-launch. These therapies promise a one-time cure by correcting genetic defects but have encountered challenges in achieving widespread adoption. The difficulties reflect broader issues in transitioning from clinical success to market viability.Moreover, workforce reductions at major companies such as Bristol-Myers Squibb and Catalent signal structural changes within the industry. These layoffs may indicate shifts in strategic focus or responses to evolving market pressures as companies strive for efficiency and innovation.Regulatory practices are also undergoing scrutiny as the FDA considers defaulting to single clinical trial requirements for drug approvals. While this move could streamline development processes, it raises concerns about maintaining rigorous safety standards—a balance that remains crucial as companies push to bring innovative treatments to market swiftly yet safely.The dynamic nature of this industry is further highlighted by Candel Therapeutics' recent $100 million royalty deal aimed at launching its prostate cancer treatment. This strategic move underscores growing interest in innovative oncology solutions thaSupport the show

Dagens ämnen: 0:00 Intro 5:05 Rapporter, Bonesupport och blankningar 13:57 Novo Nordisk 21:17 Fastigehetsbolag 26:17 AI 35:53 Index 42:58 FDA 44:13 Veckans Fill or Kill   www.instagram.com/fillorkillpodden  Tack RoboMarkets! http://gorobo.pro/2aue  @RoboMarketsSE Tack @avanzabank! www.avanza.se  

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

Das Oberste US-Gericht hat einen Großteil der Strafzölle von US-Präsident Trump gekippt. Zudem nehmen die Spannungen zwischen USA und Iran weiter zu. In diesem Umfeld ist der Goldpreis nach oben geschossen.

L'actualité commerciale entre Washington et Bruxelles s'est encore tendue. Donald Trump a annoncé une surtaxe mondiale de 15%, applicable 150 jours, après l'invalidation par la Cour suprême d'une partie des droits de douane existants. L'Union européenne a aussitôt gelé la mise en œuvre de l'accord commercial signé avec les États-Unis, dans l'attente de précisions.Le Cac 40 a ainsi montré une résistance notable et n'a reculé que de 0,22%. À New York, les indices évoluaient dans le rouge à la clôture des marchés européens.Les investisseurs attendent de comprendre si cette surtaxe restera un simple épisode politique ou le premier acte d'un cycle commercial plus dur. Et du côté des valeurs ?Les valeurs de défense ont décroché en fin de séance hier. Thales a perdu plus de 4%, sur fond de blocage européen concernant de nouvelles sanctions contre la Russie. À Francfort, Hensoldt et Rheinmetall ont aussi fléchi. Novo Nordisk a également encore reculé de près de 15%.Dans le luxe et la consommation, Pernod Ricard a cédé 4% après une dégradation de Deutsche Bank.Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

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#stockmarket #nifty50 #nmp2 #airtel #godrej #novonordisk #olaelectric #torrent #investing #finance #economy #stocks #usindia #marketshttps://shorturl.at/gM97lHow to Use Artificial Intelligence for Investing - Combo of 5 ebooksIndia launches NMP 2.0 targeting ₹16.72 lakh crore. Airtel to invest ₹20k crore in its NBFC arm. Godrej signs a ₹7,500 crore deal in Thane. India-US trade talks pause due to new tariffs, Ola cuts its store count, and Novo Nordisk plunges 15% after a drug trial setback.

Entering the final trading week of February, Carl Quintanilla, Jim Cramer and David Faber explored what's at stake for the markets, especially after Friday's Supreme Court ruling that struck down many of President Trump's reciprocal tariffs — and the president responding with plans to raise global tariffs by 15%. Shares of Novo Nordisk tumbled: Trial results show its next-generation obesity treatment was less effective than the Eli Lilly drug marketed as Zepbound and Mounjaro. Also in focus: The winter storm blasting the Northeast results in more than 10,000 flight cancellations, Alphabet upgraded, software stocks downgraded, AI roundup, Netflix-Warner latest from Ted Sarandos to Susan Rice and Trump. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Sara Eisen, and David Faber kicked off a snowy morning with a look at the broader markets, and where tariff rates stand - as stocks take a leg lower following last week's SCOTUS decision. Charles Schwab's Chief Strategist Liz Ann Sonders joined the team with more on what it all means for stocks - before longtime geopolitical expert Ian Bremmer from Eurasia group gave his take on the impact for already-made trade deals. Plus: the 130 billion dollar question... Who will get a tariff refund? Hear a read from the ground with the CEO of Flexport - whose new 'refund calculator' is already getting use from Fortune 500 companies.  Around the edges: details on the trial results hitting Novo Nordisk shares, and the latest on media names as President Trump threatens Netflix over a board member's political comments.  Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Science Behind the New Wegovy Pill (with Novo Nordisk's Dr. Jason Brett)What actually makes a GLP-1 pill work in the real world—and why does taking it come with such specific rules? And if these meds improve health beyond weight, why does the conversation still get stuck on the scale?This week on Fat Science, Dr. Emily Cooper, Mark Wright, and Andrea Taylor are joined by Dr. Jason Brett of Novo Nordisk to break down the science behind the newly approved Wegovy pill. They talk about what it takes to deliver a peptide medication orally, what the dosing and day-to-day routine really look like, and why access and pricing remain such a big part of the story. The conversation also zooms out to the bigger point: treating obesity is about improving health outcomes—like liver and cardiovascular risk—not just weight.Key TakeawaysOral semaglutide requires specific formulation technology to survive the stomach and be absorbed at a meaningful level.The “30-minute rule” isn't random—it's part of how the pill has a chance to work as intended.Treating obesity is about improving health outcomes (like liver and heart risk), not just “moving a number on a scale.”Pricing and access shape who can actually benefit, even when the science is strong.Calorie-restriction messaging can backfire for people already dealing with metabolic adaptation and under-nutrition.Notable Quote"Fat Science has no financial relationship with Novo Nordisk. No sponsorship. No consulting fees, no affiliate arrangements. Zero." — Mark WrightLinks & ResourcesPodcast Home: fatsciencepodcast.comCooper Center for Metabolism: coopermetabolic.comResources from Dr. Cooper: coopermetabolic.com/resourcesJoin Our Community: patreon.com/cw/FatSciencePodcastSubmit Your Question: questions@fatsciencepodcast.com or dr.c@fatsciencepodcast.comFat Science is supported by the Diabesity Institute, a nonprofit dedicated to increasing access to effective, science-based metabolic care.Disclaimer: This podcast is for informational purposes only and is not intended as medical advice. Please consult with a qualified healthcare provider for personalized recommendations.

Novo Nordisk Chief Scientific Officer Martin Holst Lange discusses the recent clinical trial results of the company's weight loss obesity shot CagriSema, which delivered less weight loss than Eli Lilly’s tirzepatide. Holst Lange also outlines Novo Nordisk's broader obesity treatment pipeline. He speaks with Bloomberg's Dani Burger. See omnystudio.com/listener for privacy information.

Good morning from Pharma Daily: the podcast that brings you the most important developments in the pharmaceutical and biotech world. Today, we delve into the dynamic landscape of these industries, exploring significant regulatory shifts, scientific breakthroughs, and strategic corporate maneuvers that are shaping the future of healthcare.The pharmaceutical and biotech sectors are currently navigating a period of profound transition. Recent regulatory developments have captured attention, particularly the U.S. Supreme Court's decision to overturn emergency tariffs imposed by the previous administration. This ruling is pivotal as it alleviates financial pressures on the industry, allowing companies to redirect their resources towards innovation and development. It underscores the interconnectedness of global supply chains and highlights the importance of stable regulatory environments for fostering industry growth.In a notable advancement within oncology, AstraZeneca has achieved FDA approval for its combination therapy of Calquence and Venclexta as an all-oral regimen for first-line chronic lymphocytic leukemia (CLL). This approval not only positions AstraZeneca competitively in the BTK inhibitor market but also signifies a shift towards more patient-friendly treatment regimens. By simplifying therapy, this development promises to enhance patient compliance and improve outcomes, challenging existing standards in CLL care.Meanwhile, internal challenges at the Centers for Disease Control and Prevention have led to a postponement of a critical vaccine advisory panel meeting. This delay occurs amid evolving vaccine policies that have sparked debate within the public health community, potentially impacting immunization strategies and initiatives aimed at bolstering public health.Corporate governance within the industry is also experiencing shifts. Novo Nordisk has nominated two industry veterans to its board as part of an ongoing strategy to align leadership with evolving business objectives. Similarly, Roche is contemplating divesting its once-blockbuster antibiotic Rocephin in response to competitive pressures from generics in Europe. These moves reflect a broader industry trend where companies are re-evaluating their portfolios to better respond to market dynamics and patent expirations.Novartis is making strategic changes as well by selling its stake in Novartis India Limited while maintaining separate commercial and R&D interests in the region. This action highlights a growing trend among pharmaceutical giants towards streamlining operations and focusing on high-growth areas—a strategy aimed at maximizing resource allocation efficiency.Despite narrowly missing a $1 billion revenue target for 2025, Madrigal Pharmaceuticals remains optimistic about the growth prospects of its drug Rezdiifra within the metabolic dysfunction-associated steatohepatitis (MASH) market. The company anticipates further expansion driven by unmet medical needs, underscoring the competitive dynamics within this therapeutic area.In personnel movements that could influence strategic directions, Daiichi Sankyo has appointed former Novartis CMO John Tsai as head of its R&D division. His expertise is expected to bolster Daiichi's focus on oncology and other critical therapeutic areas, potentially accelerating innovation within their drug development pipeline.Meanwhile, Manus Bio has secured a $15 million contract with the U.S. government for domestic supply of shikimic acid, an essential component for producing Tamiflu. This contract highlights efforts to strengthen domestic pharmaceutical supply chains amid global uncertainties—a crucial consideration for ensuring medication availability during crises.In clinical research, a setback was observed with Grail's Galleri cancer blood test trial failing to meet its primary endpoint in collaboration with the NHS. The resulting decline in GrailSupport the show

President Trump raises global tariff to 15%. Novo Nordisk's weight-loss drug trial results disappoint.    And should you be looking outside of stocks right now Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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

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

En este episodio de La Lupa, Laura Blanco habla sobre los aranceles, la última detención del caso Epstein y las caídas de Novo Nordisk

Förnyad tulloro och ytterligare studiebesvikelse från Novo Nordisk. Men hur påverkas läkemedelsbolagen av nya tullar och vem blir den stora vinnaren av viktminskningsracet? Med oss idag  har vi Astrid Samuelsson, förvaltare på Healthinvest och Ulrica Slåne Bjerke, investeringschef på Arctic Asset Management som ger oss svar på dessa frågor. Programledare är Nike Mekibes och Gabriel Mellqvist.

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

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

Host: Rick Grobbee Guest: Annemien van den Bosch Want to watch that extended interview on Atrial septal defects in adults, go to: https://esc365.escardio.org/event/2552?resource=interview Want to watch the full episode? Go to: https://esc365.escardio.org/event/2552 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. Declarations of interests: Stephan Achenbach, Yasmina Bououdina, Rick Grobbee, Nicolle Kraenkel and Annemien van den Bosch 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, Pfizer, Sanofi, Servier, Takeda, Tecnimede. 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. 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 Atrial septal defects in adults Conservative and invasive management of chronic coronary syndromes Milestones: 4S trial   Host: Rick Grobbee Guests: JP Carpenter, Annemien van den Bosch, Rasha Al-Lamee, Roxana Mehran Want to watch the episode? Go to: https://esc365.escardio.org/event/2552 Want to watch the extended interview on Atrial septal defects in adults, go to: https://esc365.escardio.org/event/2552?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. Declarations of interests: Stephan Achenbach, Yasmina Bououdina, Rick Grobbee, Nicolle Kraenkel and Annemien van den Bosch 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, Pfizer, Sanofi, Servier, Takeda, Tecnimede. Rasha Al-Lamee has declared to have potential conflicts of interest to report:speaker's fees for Menarini pharmaceuticals, Abbott, Philips, Medtronic, Servier, Shockwave, Elixir. Advisory board: Janssen Pharmaceuticals, Abbott, Philips, Shockwave, CathWorks, Elixir, Astrazeneca. Consulting Fees: Menarini pharmaceuticals, Abbott, Philips, Shockwave, Elixir, IsomAB, VahatiCor, SpectraWave, AstraZeneca, Cathworks, Janssen Pharmaceuticals. 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. 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. Roxana Mehran has declared to have potential conflicts of interest to report: institutional research payments from Abbott, Alleviant Medical, Chiesi, Concept Medical, Cordis, CPC Clinical Research, Daiichi Sankyo, Duke, Faraday Pharmaceuticals, Idorsia Pharmaceuticals, Janssen, MedAlliance, Medtronic, NewAmsterdam Pharma, Novartis, Novo Nordisk Inc., Population Health Research Institute (PHRI), Protembis GmbH, Radcliffe, RM Global Bioaccess Fund Management, Sanofi US Services, Inc. ; personal fees from: None ; Equity

“For years, we told patients to ‘eat less, move more.' Now we know that's not the full story.” Obesity isn't a willpower problem—it's a complex medical condition tied to inflammation and heart risk.In this episode, Dr. Subodh Verma breaks down why belly fat matters most, how new GLP-1 therapies protect the heart itself, and why lifestyle & medication work together.This podcast was sponsored by Novo Nordisk Canada. It was created independently by My Weight - What to Know with no influence from Novo Nordisk.The medical information in My Weight - What to Know's content is provided as an information resource only. The content is not in any way intended to be nor should you rely on it as a substitute for professional medical evaluation, diagnosis, advice or treatment.All content of this channel is owned by What To Know, LLC. and is protected by worldwide copyright laws. You may download content only for your personal use (i.e., for non-commercial purposes) but no modification or further reproduction of the content is permitted. The content may otherwise not be copied or used in any way.My Weight - What to Know ©️ 2026

Novo Nordisk er i krise. Ikke kun på konkurrencen og på indtjeningen. Novo har også krise, når det gælder klimaet. For når virksomheden oplever enorm vækst, så stiger kravene til klimaindsatsen ditto. Og det er dyrt. Men hvad så hvis indtjeningen ikke følger med og udgifterne stiger? Hør i denne Finans Lyn-analyse, hvordan Novo og andre virksomheder tackler den stigende udfordring med at overholde de stigende klimakrav, og hvad konsekvensen i sidste ende kan blive, hvis de ikke når i mål. Gæst: Søren Linding, erhvervskommentator, Finans. Vært: Mads Ring. Foto: Novo Nordisk/arkiv.See omnystudio.com/listener for privacy information.

Good morning from Pharma Daily: the podcast that brings you the most important developments in the pharmaceutical and biotech world. Today, we delve into a series of significant events and decisions in the industry that are shaping the path forward for drug development and patient care.The U.S. Food and Drug Administration (FDA), an agency often at the center of pharmaceutical innovation and scrutiny, has recently made several noteworthy decisions. These decisions not only point to the ongoing regulatory challenges but also highlight scientific advancements within the field.One of the key updates involves the FDA's decision to reject Disc's drug bitopertin, which was intended for the treatment of erythropoietic protoporphyria, a rare blood disease. Despite receiving a national priority voucher for expedited review, the FDA ultimately concluded that the clinical data did not sufficiently support regulatory approval. This decision underscores the FDA's commitment to maintaining rigorous standards even when expedited reviews are in play, emphasizing the necessity of robust clinical evidence for approval.Adding complexity to this situation is the internal dynamics within the FDA itself. Richard Pazdur, a long-standing official at the agency, recently stepped down, revealing disagreements with Commissioner Marty Makary over reducing the number of clinical trials required for new drug applications. Pazdur's departure after an influential 26-year tenure highlights ongoing debates within regulatory bodies on how to balance innovative approval pathways with ensuring safety and efficacy data.In another notable development, Moderna faced setbacks with its mRNA-1010 flu vaccine as the FDA declined to review it. This decision leaves American consumers without access to potentially more effective mRNA-based flu vaccines—a technology embraced by other countries for influenza treatment. This situation points to possible missed opportunities in leveraging cutting-edge vaccine technologies domestically, showcasing both the promise and regulatory complexities surrounding mRNA technology.These regulatory challenges unfold amid leadership changes and strategic shifts within health agencies. For instance, Jim O'Neill's departure from his role as acting director of the Centers for Disease Control and Prevention following Susan Monarez's abrupt ouster illustrates how leadership turbulence can impact policy consistency and strategic direction, potentially affecting how new health initiatives are prioritized and implemented.Meanwhile, companies like Vertex and CRISPR Therapeutics are ambitiously advancing gene therapy solutions such as Casgevy, signaling a broader trend towards personalized medicine and advanced biotechnological approaches. These efforts promise transformative impacts on patient care and reflect an industry-wide move towards precision medicine.Eli Lilly's substantial investment in orforglipron stock ahead of its anticipated approval further indicates confidence in their product pipeline amidst growing competition from Novo Nordisk's Wegovy pill abroad. This competitive landscape highlights increasing interest and investment in innovative treatments for metabolic diseases.Overall, these developments illustrate a dynamic interplay between scientific innovation, regulatory scrutiny, and strategic corporate maneuvers that shape healthcare's future. As companies push technological boundaries, regulators face ongoing challenges in adapting frameworks that ensure patient safety while fostering innovation. The outcomes of these processes will significantly influence not only patient access to cutting-edge therapies but also set precedents for future drug development and approval pathways. As these trends unfold, stakeholders across the industry must remain agile, informed, and collaborative to navigate this evolving landscape effectively.Looking back at 2025, it was a tSupport the show

Good morning from Pharma Daily: the podcast that brings you the most important developments in the pharmaceutical and biotech world. Today, we delve into a series of significant events shaping the landscape of drug development, regulatory scrutiny, and industry advancement. As we navigate this complex terrain, we'll explore how these changes impact both companies and patients.In recent news, Moderna has encountered a substantial hurdle as the FDA declined to review its flu vaccine candidate, mRNA-1010. This decision marks a notable shift from the expedited processes witnessed during the COVID-19 pandemic, reflecting a more cautious regulatory approach under current administrative leadership. Analysts suggest this could indicate broader regulatory changes that might affect future vaccine approvals. Moderna's situation is emblematic of the challenges companies face in maintaining momentum post-pandemic, especially as their research and development spending saw a significant decrease of 31% last year due to completed respiratory trials. This reduction highlights a strategic pivot as the company reassesses its priorities amidst an evolving market landscape.Vertex Pharmaceuticals is making headlines with its ambitious revenue goals outside its established cystic fibrosis franchise. By 2026, Vertex aims to generate $500 million from non-CF medications, with recent launches like Casgevy and Journavx already showing promise by collectively bringing in $175.6 million last year. This diversification strategy is critical for mitigating risks associated with dependence on a single therapeutic area and reflects a broader industry trend towards strategic realignment. Additionally, Vertex remains under close observation within kidney disease portfolios, particularly with Povetacicept—an IgA nephropathy treatment—and the success of Journavx impacting market positions by offering chronic kidney disease patients new therapeutic options.PTC Therapeutics has faced setbacks with its FDA application withdrawal for Translarna, intended for treating nonsense mutation Duchenne muscular dystrophy. The decision came after receiving adverse feedback from the FDA, highlighting the complexities involved in gaining approval for therapies targeting intricate genetic conditions. Such hurdles underscore the high-risk nature of biotech ventures that are heavily reliant on regulatory timelines.Novartis is pushing forward with plans to seek full FDA approval for Vanrafia, its IgA nephropathy drug, despite not meeting primary kidney function goals in Phase 3 trials. This move aligns with a growing trend where companies pursue approval based on secondary endpoints or other supportive data when primary outcomes fall short. Such strategies underscore the competitive and high-stakes environment surrounding drug approval pathways.Novo Nordisk is expanding its production capabilities in Ireland to meet increasing demand for Wegovy, their obesity drug that's seen impressive sales in the U.S. This investment underscores the global potential for obesity treatments and highlights how manufacturing expansions are pivotal to supporting international market entry.In Europe, Amgen has secured approval for Uplizna in treating myasthenia gravis, adding another option to an already crowded treatment landscape but offering patients additional therapeutic choices. Meanwhile, AbbVie has launched a legal challenge against Botox's inclusion in drug pricing negotiations under the Inflation Reduction Act (IRA), arguing it should be excluded due to its plasma-derived nature.Ultragenyx has announced a 10% workforce reduction amid halted gene therapy plans and unsuccessful late-stage trials in brittle bone disease. These adjustments often reflect broader strategic shifts within biopharma companies as they realign focus and resources. Ultragenyx's operational challenges highlight the volatile nature of biotech ventureSupport the show

Bu yıl 62'incisi düzenlenen Münih Güvenlik Konferansı Almanya Başbakanı Friedrich Merz'in açılış konuşmasıyla başladı. ABD'de Ocak ayında tüketici fiyatları aylık bazda yüzde 0,2 artarak beklentilerin altında kaldı.Bu bölüm Novo Nordisk hakkında reklam içermektedir. Sevgililer Günü klişelerinin dışına çıkarak ilişki stresini mizahi bir dille ele alan Novo Nordisk, kalp sağlığına ve fazla kiloların getirdiği risklere dikkat çekiyor. Ayrıntılı bilgiye buradan erişebilirsiniz.

I've had a bunch of requests to write about this so here you go! Novo Nordisk has a long and sordid history of misdeeds, many of which I've written about previously. Now they have a new one to add to the list. Get full access to Weight and Healthcare at weightandhealthcare.substack.com/subscribe

Der er pause i den danske regnskabssæson efter at børskæmper som Novo Nordisk, Mærsk, Vestas og Ørsted var aktuelle med friske tal i den forgange uge. Pausen giver anledning til analyse, og i dagens udgave af Millionærklubben udlægger analytiker Morten Larsen fra ABG Sundal Collier teksten på, hvor nogle af de danske selskaber står nu. Derudover vender dagens panel stemningen blandt investorerne, samler op på friske tal fra Bavarian Nordic og gårsdagens 'Kongetal'. Med i studiet er adm. direktør hos Pluto Markets Joakim Brüchmann, analytiker hos ABG Sundal Collier Morten Larsen og børsmægler Victor Fremming fra ABG Sundal Collier. Vært: Adam GeilSee omnystudio.com/listener for privacy information.

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

In this special series on Oral GLP-1 Receptor Agonists, Dr. Neil Skolnik will discuss the first of the GLP-1 RAs to receive FDA approval, Semaglutide.  This special episode is sponsored with support from Novo Nordisk. Presented by: Neil Skolnik, M.D., Professor of Family and Community Medicine, Sidney Kimmel Medical College, Thomas Jefferson University; Associate Director, Family Medicine Residency Program, Abington Jefferson Health W. Timothy Garvey, MD.,  Butterworth Professor and University Professor of Medicine in the Department of Nutrition Sciences at the University of Alabama at Birmingham. Selected references: Oral semaglutide 50 mg taken once per day in adults with overweight or obesity (OASIS 1): a randomised, double-blind, placebo-controlled, phase 3 trial. Knop, Filip K et al. The Lancet, Volume 402, Issue 10403, 705 – 719 Oral Semaglutide at a Dose of 25 mg in Adults with Overweight or Obesity. Wharton Sean et al. N Engl J Med 2025;393:1077-1087 Semaglutide and Cardiovascular Outcomes in Obesity without Diabetes. Lincoff, A Michael, et al.  N Engl J Med 2023;389:2221-2232  

As Ghislaine Maxwell refuses to answer questions from Congress, federal files reveal a new characterization of how much Donald Trump knew about Jeffrey Epstein's misdeeds. Cuba tells airlines they won't be able to refuel in Havana, as US sanctions lead to an oil shortage. And drugmaker Novo Nordisk sues compound pharmacy Hims & Hers over copied weight loss drugs.  Learn more about your ad choices. Visit podcastchoices.com/adchoices

Gilts rebounded from earlier losses on Monday afternoon, and Novo Nordisk is suing US telehealth company Hims & Hers over ‘knock-off' versions of its weight-loss drugs. Plus, France's central bank chief is stepping down early, and US senators are pushing proposals to lift bank deposit insurance limits to avoid another Silicon Valley Bank debacle. Mentioned in this podcast:Gilts stabilise after cabinet voices support for Keir StarmerNovo Nordisk sues Hims & Hers over copycat weight-loss drugsNovo Nordisk faces more gloom from price cuts in crowded anti-obesity drugs marketFrench central bank governor to step down earlyCan the US crack the formula for ending bank runs?Note: The FT does not use generative AI to voice its podcasts Today's FT News Briefing was hosted and produced by Sonja Hutson. Our show was mixed by Kelly Garry. Additional help from Gavin Kallmann, Michael Lello and David da Silva. Our executive producer is Topher Forhecz. Cheryl Brumley is the FT's Global Head of Audio. The show's theme music is by Metaphor Music.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

Today's episode features a very special guest, Peter Garnry, CEO and co-founder of Gesda Capital, as we discuss everything from Novo Nordisk's performance in the wake of its Wegovy pill release to nearly everything AI-adjacent, from the market's rough treatment of software-as-a-service names of late to the outlook for Mag7 stocks and hyperscalers on their massive AI capital spending arms race. We also look at the risks of passive investing, discuss the SpaceX IPO and much more. Hosting today's pod is Saxo Global Head of Macro Strategy John J. Hardy. Link: The Acquired podcast episode on Google: The AI Company that we referenced on the podcast.   Two or three times per week, you will also find links discussed on the podcast and a chart-of-the-day over at the John J. Hardy substack. Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo. Intro and outro music by AShamaluevMusic DISCLAIMER This content is marketing material. Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a particular manner. Historic performance is not a guarantee of future results. The instrument(s) referenced in this content may be issued by a partner, from whom Saxo Bank A/S receives promotional fees, payment or retrocessions. While Saxo may receive compensation from these partnerships, all content is created with the aim of providing clients with valuable information and options.

February 10, 2026: Your daily rundown of health and wellness news, in under 5 minutes. Today's top stories: Apple scraps AI-powered health coach project after delays, concluding it wasn't keeping pace with competitors like Oura, Whoop, and Ultrahuman Oura files patent for AR smart glasses displaying real-time health data controlled through ring-based gestures, positioning itself at center of ambient health tracking Hims & Hers pulls compounded oral GLP-1 pill amid regulatory pressure from HHS and FDA, with Novo Nordisk suing for patent infringement More from Fitt: Fitt Insider breaks down the convergence of fitness, wellness, and healthcare — and what it means for business, culture, and capital. Subscribe to our newsletter → insider.fitt.co/subscribe Work with our recruiting firm → https://talent.fitt.co/ Follow us on Instagram → https://www.instagram.com/fittinsider/ Follow us on LinkedIn → linkedin.com/company/fittinsider Reach out → insider@fitt.co  

The most impactful development of the past week that's gained the least amount of attention has been the rollout of TrumpRx. The program launched with 43 drugs (including high-profile ones like Ozempic, Wegovy, Zepbound, and fertility treatments) from companies like Pfizer, Eli Lilly, Novo Nordisk, AstraZeneca, and others offering Americans the lowest price available on these drugs anywhere in the world. 

A.M. Edition for Feb. 9. The latest revelations from the Epstein files bring down the top aide to Britain's Prime Minister. Will Keir Starmer be next? WSJ U.K. correspondent Max Colchester weighs in. Plus, Novo Nordisk shares are rallying after the U.S. Food and Drug Administration threatened to restrict access to the ingredients needed for knockoffs of popular GLP-1 medicines like WeGovy. And SpaceX delays its Mars plans to focus on the Moon instead. Luke Vargas hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Shares in Novo Nordisk rally after the FDA clamps down on companies making compound versions of weight-loss drug Wegovy. And SpaceX delays a planned Mars mission to focus on Nasa's next moon landing. Daniel Bach hosts. Sign up for WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

National Economic Council Director Kevin Hassett discusses America's economic trajectory, including the jobs market and productivity, inflation, and President Trump's pick for new Fed chair, Kevin Warsh. Direct-to-consumer telehealth Hims & Hers made waves last month when it announced a cheaper, compounded obesity pill similar to Wegovy. Now, after the FDA warned against compounded GLP-1s, Hims & Hers is backing off. Former FDA Commissioner Dr. Scott Gottlieb discusses competition in obesity drugs, Novo Nordisk's lawsuit against Hims & Hers, and the importance of vaccines. Plus, the pharma and AI ads at Super Bowl LX, Japanese Prime Minister Sanae Takaichi secured a supermajority in a snap election, and CNBC's Emily Wilkins reports on the legislative efforts to address the U.S. housing affordability crisis. Emily Wilkins - 10:09Kevin Hassett - 19:21Dr. Scott Gottlieb - 30:10In this episode:Emily Wilkins, @emrwilkinsBecky Quick, @BeckyQuickJoe Kernen, @JoeSquawkAndrew Ross Sorkin, @andrewrsorkinCameron Costa, @CameronCostaNY Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks and crypto coming off another volatile week:Carl Quintanilla, Michael Santoli and David Faber kicked off the hour with a look at the state of the Big Tech trade - as value names like Caterpillar and Walmart power the Dow above 50k for the first time ever. Are AI capex plans still a huge risk for investors? The team discussed whether an early morning rebound for names like Oracle has legs here... and if there's more pain to come in the crypto space, with Bitcoin holding on above $65k. Plus: get a look at the staggering numbers around Super Bowl wagers - and what it could mean for gaming stocks.  Also in focus: the latest out of a growing battle over the future of weightloss drugs - as Novo Nordisk files a new lawsuit against Hims & Hers... and a deep dive on how AI's changing the game for one of America's oldest banks.  Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A landmark US trial begins today in Los Angeles, where plaintiffs say Instagram and YouTube were built to addict kids. We hear from our North America Technololgy Correspondent on what the families said today in court.Then to Japan, where Sanae Takaichi's decisive election win is being read by markets positively - sending the Nikkei to record highs. We'll hear from Tokyo and the US on what her strengthened mandate could mean for the Japan-US relationship. And there's a major pharma-versus-telehealth clash: Novo Nordisk is suing Hims & Hers, accusing it of patent infringement linked to semaglutide - seeking to halt sales of unapproved compounded versions and pursuing damages, in a case that could ripple through the booming online weight-loss market.(Photo: Parents who lost children to alleged social media–related harms hold a vigil ahead of a social media addiction trial in Los Angeles on February 5, 2026. Jill Connelly/Reuters: Reuters).

MRKT Matrix - Monday, February 9th S&P 500 rises, led by tech; Dow climbs to fresh record (CNBC) Alphabet Embarks on Global Bond Spree to Fund Record Spending (Bloomberg) Alphabet Plans Tech's First 100-Year Bond Since Dot-Com Era (Bloomberg) Databricks completes $5 billion funding round at $134 billion valuation (CNBC) Novo Nordisk sues Hims & Hers over copycat versions of Wegovy drugs; Hims stock falls 17% (CNBC) FDA says Novo Nordisk's TV ad for obesity pill includes ‘false or misleading' claims (CNBC) China Urges Banks to Curb Exposure to US Treasuries (Bloomberg) Proposed Ban on Investors in the Housing Market Hits a Wall in Congress (WSJ) Job Hunters Are So Desperate That They're Paying to Get Recruited ⁠(WSJ)⁠ --- Subscribe to our newsletter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://riskreversalmedia.beehiiv.com/subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ MRKT Matrix by RiskReversal Media is a daily AI powered podcast bringing you the top stories moving financial markets Story curation by RiskReversal, scripts by Perplexity Pro, voice by ElevenLabs

A.M. Edition for Feb. 4. Software stocks are sliding again today, following a rough day on Wall Street that saw the rise of new AI tools shave more than $300 billion off of companies that sell or invest in software. WSJ's Hannah Miao explains what's driving the selloff and what it all means for investors. Plus, Novo Nordisk shares plummet as the weight-loss drugmaker warns of unprecedented pricing pressure. And we look at why China is banning retractable car door handles. Luke Vargas hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

From the BBC World Service: Shares in the Danish pharmaceutical giant Novo Nordisk tumbled 17% on Wednesday after the weight-loss drug pioneer warned of a decline in sales this year amid increasing competition and pressure on prices. Then, the United States renewed an agreement that gives 32 African countries duty-free access to the U.S. market. And later, the prime minister of Spain says he intends to ban social media for children under 16.

Google parent company Alphabet on the move as the tech giant reports results. The details and numbers from their latest quarter, and why tech analyst Gene Munster sees the stock topping the Mag7 group this year. Plus Eli Lilly and Novo Nordisk heading in opposite directions as the weight loss drug race enters its next leg. Why one top health care analyst is flagging management confidence and pricing algorithms as the difference makers.Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

From the BBC World Service: Shares in the Danish pharmaceutical giant Novo Nordisk tumbled 17% on Wednesday after the weight-loss drug pioneer warned of a decline in sales this year amid increasing competition and pressure on prices. Then, the United States renewed an agreement that gives 32 African countries duty-free access to the U.S. market. And later, the prime minister of Spain says he intends to ban social media for children under 16.