Podcasts about Novo Nordisk

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Best podcasts about Novo Nordisk

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Latest podcast episodes about Novo Nordisk

Global News Podcast
Zelensky sacks Ukraine's army chief

Global News Podcast

Play Episode Listen Later Jul 22, 2026 26:37


The Ukrainian President Volodymyr Zelensky has fired his army commander-in-chief, Oleksandr Syrskyi, in one of the biggest shake-ups of the country's military leadership since the start of Russia's full-scale invasion. General Syrskyi had clashed with the popular defence minister, Mykhailo Fedorov, whose own removal from office last week triggered rare mass protests in Ukraine. Also: France becomes the first country in the EU to ban children under the age of 15 from using social media. A special report from the school in Iran where 156 people, mostly children, were killed at the start of the US-Israeli war. As Venezuela's ousted leader Nicolás Maduro is due back in court in New York, Venezuelans tell the BBC they are too focused on trying to rebuild their lives after the earthquakes to give much thought to the criminal proceedings. The maker of Wegovy and Ozempic, Novo Nordisk, has launched legal action against its rival Eli Lilly, accusing it of false advertising in suggesting its weight-loss drugs perform better. Animal welfare experts in Britain are looking after a marmoset monkey that was found abandoned in a laundry bag on a London bus. And we look at the new developments in sleep health technology focusing on disease prediction.The Global News Podcast brings you the breaking news you need to hear, as it happens. Listen for the latest headlines and current affairs from around the world. Politics, economics, climate, business, technology, health – we cover it all with expert analysis and insight. Get the news that matters, delivered twice a day on weekdays and daily at weekends, plus special bonus episodes reacting to urgent breaking stories. Follow or subscribe now and never miss a moment. Get in touch: globalpodcast@bbc.co.ukPhoto: Ukraine's President Zelensky and now former Commander in Chief of the Ukrainian Armed Forces, Colonel General Oleksandr Syrskyi, visit an exhibition of new Ukrainian made drone-missiles Peklo in Kyiv. Credit: REUTERS/Valentyn Ogirenko

Motley Fool Money
Alphabet's New Model & Novo's Lawsuit

Motley Fool Money

Play Episode Listen Later Jul 22, 2026 18:45


A new Gemini model is out and the AI world isn't impressed. But is this Alphabet knowing its business better than anyone else or a loss of the company's magic? Plus, we discuss Novo Nordisk suing Eli Lilly and GE Vernova's stock falling after a great earnings report. Travis Hoium, Lou Whiteman, and Jon Quast discuss: - Gemini's Model Dud? - Gemini Pro Delay - Novo Sues Eli Lilly - Novo's Desperation - GE Vernova Earnings - Energy's Peak Companies discussed: GE Vernova (GEV), Alphabet (GOOG), Novo Nordisk (NVO), Eli Lilly (LLY). Host: Travis Hoium Guests: Lou Whiteman, Jon Quast 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

Business Casual
Miami is Now Pricier Than NYC & The Massive Train That's Making Adults Cry

Business Casual

Play Episode Listen Later Jul 22, 2026 31:22


#894: Miami is now more expensive than New York City. Novo Nordisk and Eli Lilly are battling it out over weight-loss ads. A new flip phone is coming and it's designed to minimize distractions by eliminating touchscreens and social media. The Big Boy train, the largest operating steam locomotive, is making its way across America to celebrate America 250. Finally, Substack is using AI to detect AI on its platform. Got difficult questions? Head to https://www.claude.ai/mbd to answer them.  Get tickets for our trivia tournament! https://caveat.nyc/events/the-morning-brew-trivia-tournament-2026-07-30  Grab tickets to our Performance Revue show! https://www.morningbrew.com/events/brew-performance-revue-2026?utm_campaign=performance_revue_2026&utm_source=mbd Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app. Listen to Morning Brew Daily Here:⁠ ⁠⁠https://www.swap.fm/l/mbd-note⁠⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

WSJ What’s News
Chinese AI Models Are Worrying Washington and Silicon Valley

WSJ What’s News

Play Episode Listen Later Jul 21, 2026 10:58


P.M. Edition for July 21. Recent AI models from China claim they're just as powerful as some of the most cutting-edge models from OpenAI and Anthropic. Journal reporter Amrith Ramkumar joins to discuss the latest reactions from Silicon Valley and the White House. Plus, General Motors had a strong second quarter as consumers kept buying pickup trucks and SUVs. And New Jersey says a software error led to almost 400 non-citizens voting in elections in the state since 2023. Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

WSJ Tech News Briefing
TNB Tech Minute: Microsoft Expands Partnership With Mistral AI

WSJ Tech News Briefing

Play Episode Listen Later Jul 21, 2026 2:00


Plus: Novo Nordisk files a deceptive advertising lawsuit against Eli Lilly. And the latest Chinese AI model launches rattle expectations for the biggest AI players in the US. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

WSJ Minute Briefing
Novo Nordisk Sues Rival Eli Lilly Over Weight-Loss Ads

WSJ Minute Briefing

Play Episode Listen Later Jul 21, 2026 1:41


Plus: Carl Icahn's company agrees to sell auto-service chain Pep Boys. And Ukraine strikes a deal with defense company BAE Systems to manufacture howitzers locally. Alex Ossola hosts. Sign up for WSJ's free What's News newsletter. An artificial-intelligence tool assisted in the making of this episode by creating summaries that were based on Wall Street Journal reporting and reviewed and adapted by an editor. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Squawk on the Street
9am Hour: Cramer's Message on Tech, 3M and GM Earnings Beats, "Unlucky 7" for SpaceX 7/21/26

Squawk on the Street

Play Episode Listen Later Jul 21, 2026 42:40


Carl Quintanilla and Jim Cramer discussed the chip sector rally as stocks look to snap a three-day losing streak. Hear why Cramer says not to own "too much tech" and that "for the moment, it's time to go to other sectors." The anchors reacted to 3M and General Motors each posting Q2 earnings beats and raising guidance. SpaceX in the midst of a seven-day losing streak and falling below Meta in the market cap race. See how far SpaceX shares have tumbled since being added to the Nasdaq 100 two weeks ago. Also in focus: Oil rises on U.S.-Iran tensions, President Trump hits Canada with 50% tariffs, Nvidia's 9.3% stake in Nebius, Novo Nordisk sues weight-loss drug rival Eli Lilly, Oracle's credit risk and AI debt, earnings winners and losers.   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.

Bloomberg Talks
Novo Nordisk's John Kuckelman Talks Eli Lilly Obesity Drug Ads

Bloomberg Talks

Play Episode Listen Later Jul 21, 2026 8:29 Transcription Available


Novo Nordisk Group General Counsel & Senior Vice President John Kuckelman speaks with Bloomberg's Dani Burger and Isabelle Lee after the company on Tuesday accused rival Eli Lilly of misleading advertising. Novo says that Lilly’s advertising campaigns rely on outdated weight-loss comparisons with lower doses of Novo’s own obesity shot Wegovy than what’s currently available, according to the complaint.See omnystudio.com/listener for privacy information.

The Heart of Healthcare with Halle Tecco
Shareholder Primacy Is Breaking Healthcare | Eric Ries

The Heart of Healthcare with Halle Tecco

Play Episode Listen Later Jul 20, 2026 41:37


Healthcare companies are built to improve patients' lives. So why do so many prioritize shareholders over the people they're meant to serve?This week, Halle sits down with Eric Ries, author of Incorruptible, to unpack the rise of shareholder primacy, what it is, and why he believes it's at the root of many of society's biggest challenges. They discuss the surprising history of corporate governance, the lessons behind Novo Nordisk's century-long success, and what founders can do today to keep their companies aligned with their mission as they grow.We cover:Why shareholder primacy reshaped corporate America (and where we go from here)How Novo Nordisk's unusual ownership structure may have saved GLP-1 researchThe simple governance change that could preserve your company's mission for decadesHow boards, investors, and acquisitions can slowly pull companies away from their original purposeThe founder mistakes that make mission drift almost inevitableAbout our guest:Over 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 two New York Times bestsellers The Lean Startup and Incorruptible; 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. Check out his book, Incorruptible: Why Good Companies Go Bad…and How Great Companies Stay Great—

Pharma and BioTech Daily
Jasper Merges with Kira for $292M | Pharma and Biotech Daily

Pharma and BioTech Daily

Play Episode Listen Later Jul 20, 2026 5:19


Good morning from Pharma Daily: the podcast that brings you the most important developments in the pharmaceutical and biotech world. Today, we delve into a series of industry-shaping events, reflecting the ever-evolving landscape of drug development, regulatory challenges, and strategic maneuvers. In a significant move within the sector, Jasper Therapeutics has merged with Kira Pharmaceuticals, a strategic decision aimed at expanding its footprint in autoimmune therapeutics. This merger brings to Jasper a valuable asset in KP-104, a dual-inhibitor with the potential to address rare diseases—an area of considerable unmet need. Such consolidations highlight an industry trend where companies seek to bolster their portfolios with promising candidates that can tackle complex medical conditions. The merger exemplifies how strategic expansions are becoming increasingly integral to maintaining competitive edges in the biotech arena. Turning to clinical trials, Takeda's Zasocitinib has demonstrated promising results for patients suffering from moderate-to-severe plaque psoriasis. In Phase 3 trials, a significant 75% of patients achieved clearance of scalp psoriasis. Zasocitinib operates as a TYK2 inhibitor, targeting the IL-23 pathway—a crucial mechanism in autoimmune diseases like psoriasis. This breakthrough promises to enhance patient care by providing a more effective treatment option for those struggling with difficult-to-treat psoriasis. On the regulatory front, Novartis' Fabhalta (Iptacopan) has gained FDA approval for its role in slowing kidney function decline in patients with primary immunoglobulin A nephropathy. As a small molecule complement inhibitor, Iptacopan introduces a novel treatment class for this autoimmune kidney disorder. This approval underscores ongoing innovation within nephrology and offers renewed hope for improved patient outcomes. Recent regulatory updates also saw Novartis securing full FDA approval for Fabhalta—an affirmation of progress in addressing immunoglobulin A nephropathy through innovative therapeutic options. Business development remains a driving force in shaping industry landscapes. The acquisition of Mission Therapeutics' AKI candidate MTX652 by Dimerix is a prime example. This $5 million deal, with potential milestones up to $292 million, reflects high stakes and ambitions to advance treatments for acute kidney injuries—a field with significant unmet medical needs. The integration of artificial intelligence continues to revolutionize drug discovery processes. Aqemia's collaboration with Sanofi highlights this trend, showcasing AI's crucial role in expediting drug development and uncovering novel therapeutic targets. Their partnership potentially worth $140 million underscores AI's transformative potential within pharmaceutical research. Notably, Nobel laureate Jennifer Doudna's foray into AI-powered protein design signifies an exciting intersection between gene-editing technology and artificial intelligence. Her involvement signals potential revolutions in drug discovery through enhanced precision in protein engineering. However, regulatory challenges persistently loom over the industry. Novo Nordisk and Alvotech have faced FDA scrutiny concerning manufacturing deficiencies—an issue that accentuates the importance of stringent quality control and operational excellence in biologics manufacturing. The American Society of Health-System Pharmacists (ASHP) report on U.S. drug shortages during Q2 2026 reveals vulnerabilities within supply chains, notably impacting oncology drugs. These shortages emphasize the critical need for robust strategies to ensure consistent drug availability for essential therapies. Furthermore, geopolitical dynamics are influencing pharmaceutical supply chains. A U.S. Senate bill aimed at increasing transparency highlights concerns over China's dominance in drug ingredient supplies—an issue necessitating strategic adjustments by globally operating companies. Elsewhere within the sector, GSK made headlines by discontinuing the development of its chronic cough treatment camlipixant following mixed Phase 3 trial results—a setback illustrating the critical nature of trial outcomes in determining drug viability and market potential. In market trends, biotech IPOs have surged during the first half of 2026—a sign of robust investor interest fueled by innovations and favorable funding environments despite associated market volatility risks. Strategic adjustments continue across companies with mergers and acquisitions leading to workforce reductions—projected layoffs exceeding 14,000 within biopharma during H1 2026—as organizations streamline operations or pivot towards more promising research domains. Lastly, Merck's FDA approval for an oral PCSK9 inhibitor marks a significant achievement in cardiovascular care—representing another stride forward in therapeutic innovation. In summary, these developments encapsulate a landscape defined by scientific pursuits yielding mixed results amidst evolving regulatory interactions and strategic realignments—all contributing towards innovative healthcare solutions while navigating complex industry dynamics.Support the show

Interviews: Tech and Business
Eric Ries: Can AI Startups Stay Ethical?

Interviews: Tech and Business

Play Episode Listen Later Jul 17, 2026 54:17


Can AI startups keep their promise to benefit humanity? Eric Ries explains why business success often leads to corporate "corruption" of the founder's mission.Eric Ries, creator of the Lean Startup Method, breaks down the inherent tensions between scaling a business and maintaining its core purpose. We examine why so many organizations lose sight of their initial mission as they grow, and what it takes for leadership to stay grounded.This discussion focuses specifically on how AI company ethics are being tested in the current market. Ries shares his perspective on advising Anthropic, offering a rare look at how a major firm attempts to protect its mission while navigating rapid growth. If you are interested in the intersection of philosophy and corporate strategy, this breakdown offers a practical look at the challenges modern founders face.Subscribe for weekly business strategy breakdowns, and let me know in the comments: what do you think is the biggest threat to a company's original mission?YOU'LL DISCOVER✅ Why corruption means making money without creating value, not breaking the law✅ The Sol Price story: how FedMart was liquidated, and Costco grew from the same idea✅ Why shareholder primacy is only about 40 years old, not a law of capitalism✅ The three-part formula for an incorruptible company: purpose, coherence, integrity✅ How alternative ownership structures (foundations like Novo Nordisk and Hershey, purpose trusts like Patagonia) make firms far more durable✅ Eric's idea of financial gravity and why your buying, working, and investing choices matter✅ The job interview question that can push a company to put its mission in its legal charter✅ Why Anthropic's public benefit corporation and long-term benefit trust protect its mission⏱️ TIMESTAMPS0:00 Why success corrupts good companies3:14 What corruption really means5:41 Shareholder primacy is a recent invention8:22 Sol Price, FedMart, and the founding of Costco13:08 Who decides which values matter18:22 Missionaries versus mercenaries19:44 How Google lost its way21:38 Governance structures that protect a mission28:01 Financial gravity and your power35:25 Red flags when vetting a company43:00 Why I am optimistic50:53 Advice for AI founders and AnthropicSubscribe to CXOTalk for weekly conversations with the business and technology leaders shaping the enterprise.Get the CXOTalk newsletter: https://newsletter.cxotalk.comShow notes, transcript, and summary: https://www.cxotalk.com/episode/can-you-build-an-incorruptible-ai-company-a-conversation-with-eric-riesEpisode 923 | Recorded June 26, 2026#CXOTalk #EricRies #Incorruptible #LeanStartup #CorporateGovernance #ShareholderPrimacy #MissionDriven #Leadership #Anthropic #BusinessEthics

Alles auf Aktien
Der TSMC-Effekt und die neuen Machthaber an der Wall Street

Alles auf Aktien

Play Episode Listen Later Jul 17, 2026 24:05 Transcription Available


In der heutigen Folge sprechen die Finanzjournalisten Nando Sommerfeldt und Holger Zschäpitz über Ernüchterung bei Netflix, den finalen Atai-Moment und einen erwachenden Markt. Außerdem geht es um SpaceX, Alphabet, Oracle, Abbott Laboratories, UnitedHealth Group, J.B. Hunt Transport Services, AtaiBeckley, Eli Lilly, Compass Pathways, Definium Therapeutics, Infineon, ABB, Schneider Electric, Siemens Energy, ASML, Delivery Hero, Uber, Novo Nordisk, Burberry, Saab, Travelers, Yara, BlackRock, Goldman Sachs, JPMorgan Chase, Robinhood Markets, Reddit, Nvidia, Micron Technology, SanDisk, Applied Materials, Western Digital, KLA, Marvell Technology, Lam Research, iShares Nikkei 225 (WKN: A0YEDQ), Xtrackers MSCI Japan (WKN: DBX1MJ), Amundi Japan Topix (WKN: A2H58U), VanEck Space Innovators ETF (WKN: A3DP9J), Direxion Daily Semiconductor Bull 3X Shares / SOXL (WKN: A1C1G7) 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 *Anzeige: Eight Sleep: Der Pod 5 reguliert die Temperatur im Bett automatisch, trackt Schlaf- und Gesundheitswerte ohne Wearable und kann so zu besserem Schlaf beitragen. Mit dem Code ALLESAUFAKTIEN erhaltet ihr auf https://www.eightsleep.com/allesaufaktien bis zu 350 Euro Rabatt.* Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Pharma and BioTech Daily
Merck's $5B Lipfendra FDA Approval Revolutionizes Cholesterol | Pharma and Biotech Daily

Pharma and BioTech Daily

Play Episode Listen Later Jul 17, 2026 4:46


Good morning from Pharma Daily: the podcast that brings you the most important developments in the pharmaceutical and biotech world. The industry continues to forge ahead, making significant strides in scientific advancements, regulatory approvals, and strategic business developments. These moves are reshaping the landscape of drug development and patient care. Starting with Merck & Co.'s recent FDA approval for Lipfendra, the world's first oral PCSK9 inhibitor, this marks a pivotal shift in managing hypercholesterolemia. Traditionally, PCSK9 inhibitors have been administered via injection, but Lipfendra offers a more convenient oral alternative. This could significantly improve patient adherence and outcomes by easing the administration process for those managing cholesterol levels. The drug's approval highlights a crucial advancement in cardiovascular treatment, with expectations of reaching peak annual sales of $5 billion, underscoring its market potential. In another significant development, Eli Lilly has entered the burgeoning field of psychedelic therapeutics with its acquisition of Ataibeckley for up to $3.8 billion. This move reflects a growing trend toward exploring novel therapeutic avenues for psychiatric disorders. Psychedelic compounds promise new hope for patients with depression and other mental health conditions where conventional therapies have shown limited efficacy. Eli Lilly's investment signals confidence in the transformative potential of psychedelics, which could revolutionize treatment paradigms for conditions like depression and PTSD. Turning to obesity treatment, Novo Nordisk's Wegovy pill has received European Commission approval for obesity and overweight adults. As a small molecule GLP-1 receptor agonist, semaglutide enhances satiety and reduces caloric intake. This development underscores the increasing focus on metabolic disorders and highlights the competitive landscape as companies race to dominate the weight management sector with innovative oral formulations. In oncology news, Merck & Co.'s Keytruda has achieved a milestone in becoming the first PD-1 inhibitor to demonstrate phase 3 benefits as a single agent in frontline mismatch repair-deficient endometrial cancer. This success not only reinforces Keytruda's role in oncology but also emphasizes the importance of precision medicine approaches targeting specific genetic mutations in cancer therapy. The industry is also seeing substantial financial maneuvers aimed at bolstering research capabilities and market reach. Johnson & Johnson has raised its 2026 financial guidance following Tremfya's impressive $2 billion revenue milestone with its IL-23 inhibitor for autoimmune diseases. Additionally, their strategic supply chain restructuring reflects efforts to enhance operational efficiency amid a broader U.S. manufacturing push. On the regulatory front, Johnson & Johnson received UK MHRA approval for Akeega in BRCA1/2-mutated metastatic prostate cancer, highlighting ongoing focus on precision medicine and targeted therapies in oncology. Meanwhile, Medtronic's recall of Harmony Catheter Delivery Systems due to safety concerns serves as a reminder of ongoing vigilance in medical device safety regulations. In clinical trial advancements, InnoCare Pharma's TYK2 inhibitor demonstrated efficacy in a Phase 2 trial for nonsegmental vitiligo, achieving its primary endpoint and paving the way for Phase 3 studies. This highlights TYK2 inhibition as a promising strategy for autoimmune diseases like vitiligo. Moreover, we witness movements towards public offerings with companies like Vogenx and Braveheart Bio aiming for IPOs to fund their respective drug development projects. These efforts underscore the continuous drive for capital to propel innovative therapies through clinical trials and towards commercialization. Finally, turning to regulatory updates, Sanofi has entered new chapters in mRNA patent litigation against Pfizer and Moderna, reflecting ongoing tensions over intellectual property rights within the high-stakes realm of COVID-19 vaccines and mRNA technology. The outcomes here could have far-reaching implications for mRNA-based therapeutics and vaccine development. As we look at these developments collectively, they illustrate a vibrant period for pharmaceutical and biotech companies innovating new treatments while navigating complex regulatory terrains. The implications for patient care are profound, with potential improvements in therapeutic options driven by new scientific breakthroughs and strategic industry shifts. These dynamics promise to reshape the future landscape of global healthcare delivery and pharmaceutical innovation as these trends continue to unfold.Support the show

Hot Bets - der Podcast über heiße Aktien
Asien im Ausverkauf: Nikkei stürzt ab – Hebel-Trades auf Novo Nordisk & Meta | SpaceX und Netflix unter Druck

Hot Bets - der Podcast über heiße Aktien

Play Episode Listen Later Jul 17, 2026 7:44 Transcription Available


Die Nervosität an den Börsen nimmt weiter zu: Der Abverkauf an den asiatischen Aktienmärkten beschleunigt sich. Der Nikkei verliert über 5 %, auch Hang Seng und Topix stehen massiv unter Druck. Neben den Nachwirkungen der Margin Calls in Südkorea belasten die Eskalation im Nahen Osten und die Schwäche der US-Techwerte die Märkte. Außerdem analysieren wir den dramatischen Kursverlust von SpaceX nach dem gescheiterten Starship-Test sowie die schwachen Perspektiven von Netflix. Im Bulle & Bär Depot wurden ebenfalls neue Positionen aufgebaut: Nach dem Stopp der Meta-Short-Position folgt der Wiedereinstieg – außerdem setzen wir mit einem Hebelprodukt auf Novo Nordisk. Wir erklären, warum die Bewertung attraktiv erscheint, welche Rolle die US-Regierung bei den Abnehm-Medikamenten spielt und weshalb die Aktie charttechnisch wieder interessant wird.

Business for Good Podcast
The Lean Startup's Eric Ries on How Good Companies Go Bad

Business for Good Podcast

Play Episode Listen Later Jul 15, 2026 52:57


Most founders assume that building a great product and serving customers well will be enough to protect what they have built. Eric Ries, author of The Lean Startup and the new book Incorruptible, argues that the assumption is dangerously wrong.   In this episode of Business For Good, Paul Shapiro sits down with Eric Ries to explore why successful organizations are systematically pulled toward corruption by a force he calls financial gravity. The conversation examines how short-term investor incentives, flawed governance structures, and misaligned compensation hollow out companies from the inside, often without anyone intending it. Eric explains the difference between mission-hopeful companies that merely wish to stay on course and mission-driven companies that have actually engineered structural protections into their governance.   The discussion covers why independent directors have statistically failed to prevent corporate corruption, how industrial foundation structures used by companies like Patagonia, IKEA, and Novo Nordisk produce dramatically better long-term outcomes, and why tenured voting rights could realign shareholder power with genuine stewardship. Paul and Eric also explore how the same forces corrupt nonprofit organizations, using examples from animal welfare and Eric's work with Adopt-a-Pet founder David Meyer.   Things You Will Learn: Why the most successful companies become the most vulnerable targets for corruption, and why it is a systems problem, not a people problem. How financial gravity collapses organizations over time, stripping away the qualities that made them distinctive. Why independent directors have statistically failed to prevent corporate corruption despite being the standard prescription. How industrial foundation structures produce companies that are roughly five times more likely to survive to year 50 than conventionally governed peers. Why tenured voting rights and multi-stakeholder governance could replace the broken one-share-one-vote model.   Tools & Frameworks Covered: Financial Gravity: The systemic force transmitted by financial markets that gradually pulls companies away from their founding mission toward extractive behavior, regardless of the intentions of the people involved. Mission Hopeful vs. Mission Driven: A diagnostic framework for evaluating whether an organization has genuine structural protections for its mission or is simply hoping good intentions will be enough. Constitutional Governance / Industrial Foundation Structure: A corporate governance model where an outside nonprofit foundation or purpose trust serves as mission guardian over a for-profit operating company, used by Patagonia, Novo Nordisk, IKEA, and others, with evidence showing dramatically higher longevity and financial performance. #BusinessForGood #SustainableBusiness #FutureOfFood #AlternativeProtein 

Pharma and BioTech Daily
Pfizer & Merck's $3B Bladder Cancer Breakthrough | Pharma and Biotech Daily

Pharma and BioTech Daily

Play Episode Listen Later Jul 14, 2026 4:57


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 news and insights that are shaping the landscape of patient care and drug development. The U.S. FDA has expanded the label for Pfizer and Astellas' Padcev, in combination with Merck's Keytruda, to include all muscle-invasive bladder cancer patients. This significant regulatory update broadens access to a combination therapy that merges an antibody-drug conjugate with a PD-1 inhibitor, offering enhanced treatment options for patients unable to tolerate cisplatin, a common chemotherapy drug. The decision marks a pivotal step forward in providing more inclusive and effective treatment regimens for bladder cancer. In Scotland, Roche's Columvi has been endorsed by the Scottish Medicines Consortium for use in treating relapsed or refractory diffuse large B-cell lymphoma. This approval highlights the growing importance of bispecific antibodies in oncology, which can simultaneously engage two different antigens to enhance anti-tumor responses. Such innovations underscore the ongoing transformation of cancer treatment through combination therapies. Across the Atlantic, Health Canada has approved Clinuvel's Scenesse for erythropoietic protoporphyria (EPP), a rare condition causing extreme light sensitivity. Scenesse acts as a melanocortin receptor agonist, offering photoprotection and improving quality of life for those affected by this debilitating disorder. On the business front, Bayer's strategic partnership with Apollo has secured a €3 billion equity deal for its long-acting reversible contraceptives business. This move underscores a growing emphasis on women's health and contraceptive innovation. Likewise, CMS and Insilico's collaboration aims to harness artificial intelligence for CNS drug discovery, promising to accelerate drug development through AI-driven target identification. Clinical trials continue to reveal promising developments. Eisai's Etalanetug is showing potential in reducing tau tangle biomarkers in dominantly inherited Alzheimer's disease. Similarly, Eisai and BioArctic's Leqembi subcutaneous autoinjector demonstrates comparable efficacy to its intravenous counterpart, potentially improving compliance and accessibility for early Alzheimer's patients through less invasive administration methods. Financially, Apnimed is planning an IPO to support its sleep apnea pill's commercial launch, while Velogene Biotechnology has secured Series A funding to advance its gene-editing platform. These financial activities highlight ongoing investments in innovative solutions aimed at addressing unmet clinical needs. Yet, challenges persist as well. The FDA has rejected Hengrui and Elevar Therapeutics' combination treatment for hepatocellular carcinoma for a third time, emphasizing the difficulties of meeting regulatory standards and demonstrating efficacy. Additionally, Germany's new healthcare cost-saving law has doubled pharmaceutical rebate rates, sparking industry concern over potential impacts on profitability and innovation investment. The regulatory landscape continues to evolve with the FDA proposing streamlined registration processes under the "hub-and-spoke" model to enhance transparency and security within supply chains. Meanwhile, recent FDA transparency actions have led to the release of 14 drug rejection letters, underscoring ongoing challenges in securing approvals due to stringent regulatory requirements. Geographically, emerging biotech hubs like Basel and Beijing are gaining prominence as global talent hotspots due to their conducive environments for research and development collaboration. These regions are becoming increasingly attractive for biopharmaceutical innovation. Amid fierce competition in obesity management solutions, Lilly's launch of its oral GLP-1 receptor agonist Foundayo faces stiff competition from Novo Nordisk's Wegovy pill. The race reflects broader trends toward developing patient-centric therapies that offer convenience alongside therapeutic efficacy. Intellectual property strategies are also evolving as companies employ new patent tactics to maintain competitive advantages in crowded markets. Safety remains a top priority as exemplified by Lupin Pharmaceuticals' recall of contaminated eye drops, highlighting ongoing challenges in ensuring product safety. Lastly, advancements in wearable technology offer promising improvements in patient care; however, integration into clinical practice is met with infrastructural hurdles—a sentiment echoed by healthcare professionals surveyed by the AMA. Overall, these developments paint a complex picture of scientific innovation intersecting with regulatory evolution and strategic industry adaptations aimed at enhancing patient outcomes while navigating economic pressures. As the industry evolves, stakeholders must remain vigilant and adaptable to seize opportunities and address challenges effectively.Support the show

BizNews Radio
BizNews Edge: How an "unlawful" Pretoria factory churned out fake weight-loss jabs for years

BizNews Radio

Play Episode Listen Later Jul 14, 2026 21:14


South Africa's weight loss jab boom has a dark underside. A Pretoria pharmacy, iDexis, was producing roughly 84,500 units of semaglutide a month — more than Novo Nordisk's entire local sales of Ozempic and Wegovy — under the guise of a one-off "compounding" exemption meant for individual patients. Regulators only inspected the premises this year, more than two years after Novo Nordisk first complained, and found no sterile ventilation, no batch records, and no adverse-event tracking. Elsewhere, the Public Investment Corporation has suspended CEO Patrick Dlamini over an alleged Lanseria Airport conflict of interest, its fifth executive suspension in two years.

The Top Line
A $10B deal, China trial scrutiny and highlights from ADA 2026

The Top Line

Play Episode Listen Later Jul 10, 2026 24:21


This week on "The Top Line," we’re covering some of the biggest stories across biopharma before turning to one of the industry’s major scientific meetings of the summer. First, we discuss Vertex’s $10 billion acquisition of Crinetics Pharmaceuticals, the company’s largest deal to date, and what it says about Vertex’s push beyond its historic strength in cystic fibrosis. We also cover growing scrutiny from U.S. lawmakers over the industry’s use of clinical trials in China. Then, Fierce Pharma Senior Editor Fraiser Kansteiner recounts his recent trip to New Orleans for the American Diabetes Association’s 2026 Scientific Sessions with Fierce Pharma Marketing’s Zoey Becker. For years, ADA has focused heavily on its eponymous indication, but this year’s meeting made clear how much the conversation is evolving, with obesity data from drugmakers of all stripes taking up more of the spotlight. Topics include the biggest data sets from the meeting, what it was like to sit down with Novo Nordisk’s new CEO for the first time and the latest from Insulet’s Marvel collaboration on a line of comics about an Omnipod-wearing superheroine. To learn more about the topics in this episode: Vertex, in its largest-ever deal, acquires endocrine disease specialist Crinetics for $10B As US lawmakers increase scrutiny of Chinese trials, industry fears ‘huge distraction and expense’ ‘I’m a lot more optimistic today’: Mike Doustdar tells Fierce about pivotal first year as Novo Nordisk CEO ADA: Lilly pulls back curtain on impressive triple-G efficacy in patients with obesity, diabetes ADA: Amgen highlights Repatha perks, GLP-1 pitfalls in push to boost cardiometabolic pedigree With ADA in the books, analyst says Lilly is ‘widening its lead’ in the obesity race ADA: Novo's Wegovy pill reaches new GLP-1 patients with impressive 3M prescription milestone ADA: Tolerability ‘not to be underappreciated’ in Roche, Zealand’s amylin obesity prospect ADA: Boehringer execs claim survodutide tolerability 'consistent' with class despite phase 3 update ADA: Lilly posts oral semaglutide-topping data as Foundayo speeds toward 2nd potential nod in diabetes This week's episode is sponsored by IQVIA Biotech. Built for biotech innovators, IQVIA Biotech is a full-service CRO, designed for agility, fast decisions, and the urgency needed for emerging biopharma. With dedicated teams and deep therapeutic expertise, we help move programs forward with focus and confidence. Visit IQVIABiotech.comSee omnystudio.com/listener for privacy information.

ESC TV Today – Your Cardiovascular News
Season 4 - Ep.13: AI & digital solutions in emergency medicine - Management of heart failure in cardiac amyloidosis

ESC TV Today – Your Cardiovascular News

Play Episode Listen Later Jul 9, 2026 21:49


This episode covers: Cardiology This Week: A concise summary of recent studies AI & digital solutions in emergency medicine Management of heart failure in cardiac amyloidosis Spotlight: Orthodexia-Platypnoea Syndrome Host: Emer Joyce Guests: Marianna Fontana, Wolf Hautz, Konstantinos Koskinas Want to watch that episode? Go to: https://esc365.escardio.org/event/2551 Want to watch that extended interview on the management of heart failure in cardiac amyloidosis, go to: https://esc365.escardio.org/event/2551?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, Wolf Hautz 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. Marianna Fontana has declared to have potential conflicts of interest to report: consultancy for Alnylam, Alexion/Caelum Biosciences, Astra Zeneca, Bridgbio/Eidos, Prothena, Attralus, Intellia Therapeutics, Ionis Pharmaceuticals, Cardior, Lexeo Therapeutics, Janssen Pharmaceuticals, Pfizer, Novo Nordisk, Bayer, Mycardium. Research grants from: Alnylam, Bridgbio, Astra Zeneca, Pfizer. Share options in LexeoTherapeutics and shares in Mycardium. Emer Joyce has declared to have potential conflicts of interest to report: Alnylam, Bayer, Pfizer, Fire-1. Konstantinos Koskinas has declared to have potential conflicts of interest to report: honoraria from MSD, Daiichi Sankyo, Sanofi. Felix Mahfoud has declared to have potential conflicts of interest to report: research grants from Deutsche Forschungsgemeinschaft (SFB TRR219), Deutsche Gesellschaft für Kardiologie (DGK), Deutsche Herzstiftung, Ablative Solutions, ReCor Medical. Consulting fees, payment honoraria lectures, presentations, speaker, support travel costs: Ablative Solutions, Astra-Zeneca, Novartis, Inari, Recor Medical, Medtronic, Philips, Merck. Steffen Petersen has declared to have potential conflicts of interest to report: consultancy for Circle Cardiovascular Imaging Inc. Calgary, Alberta, Canada. Emma Svennberg has declared to have potential conflicts of interest to report: Abbott, Astra Zeneca, Bayer, Bristol-Myers, Squibb-Pfizer, Johnson & Johnson.

ESC TV Today – Your Cardiovascular News
Season 4 - Ep.13: Extended interview on the management of heart failure in cardiac amyloidosis

ESC TV Today – Your Cardiovascular News

Play Episode Listen Later Jul 9, 2026 14:48


Host: Emer Joyce Guests: Marianna Fontana Want to watch that extended interview on the management of heart failure in cardiac amyloidosis, go to: https://esc365.escardio.org/event/2551?resource=interview Want to watch that episode? Go to: https://esc365.escardio.org/event/2551   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 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. Marianna Fontana has declared to have potential conflicts of interest to report: consultancy for Alnylam, Alexion/Caelum Biosciences, Astra Zeneca, Bridgbio/Eidos, Prothena, Attralus, Intellia Therapeutics, Ionis Pharmaceuticals, Cardior, Lexeo Therapeutics, Janssen Pharmaceuticals, Pfizer, Novo Nordisk, Bayer, Mycardium. Research grants from: Alnylam, Bridgbio, Astra Zeneca, Pfizer. Share options in LexeoTherapeutics and shares in Mycardium. Emer Joyce has declared to have potential conflicts of interest to report: Alnylam, Bayer, Pfizer, Fire-1. Konstantinos Koskinas has declared to have potential conflicts of interest to report: honoraria from MSD, Daiichi Sankyo, Sanofi. Felix Mahfoud has declared to have potential conflicts of interest to report: research grants from Deutsche Forschungsgemeinschaft (SFB TRR219), Deutsche Gesellschaft für Kardiologie (DGK), Deutsche Herzstiftung, Ablative Solutions, ReCor Medical. Consulting fees, payment honoraria lectures, presentations, speaker, support travel costs: Ablative Solutions, Astra-Zeneca, Novartis, Inari, Recor Medical, Medtronic, Philips, Merck. Steffen Petersen has declared to have potential conflicts of interest to report: consultancy for Circle Cardiovascular Imaging Inc. Calgary, Alberta, Canada. Emma Svennberg has declared to have potential conflicts of interest to report: Abbott, Astra Zeneca, Bayer, Bristol-Myers, Squibb-Pfizer, Johnson & Johnson.

Pharma and BioTech Daily
Vertex Acquires Crinetics for $10B | Pharma and Biotech Daily

Pharma and BioTech Daily

Play Episode Listen Later Jul 8, 2026 4:45


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 compelling stories that showcase the dynamic nature of this industry. In a landmark development, Vertex Pharmaceuticals has made headlines with its acquisition of Crinetics Pharmaceuticals for a staggering $10 billion. This move marks Vertex's strategic expansion into the endocrine disease sector, a significant shift from its traditional focus on cystic fibrosis. Crinetics' innovative approach to treating rare endocrine disorders will allow Vertex to address unmet needs in this area, highlighting a broader industry trend where mergers and acquisitions serve as key strategies for adapting to the evolving scientific landscape and patient demands. While Vertex makes bold moves, Kalohexis is preparing for a confidential initial public offering (IPO), focusing on treatments based on the melanocortin system for obesity and cancer cachexia. The melanocortin system is crucial in regulating energy homeostasis and inflammation, making it a promising target for therapeutic interventions. This development underscores the growing interest in peptide-based therapies and innovative scientific approaches to address complex metabolic disorders, further emphasizing the industry's shift towards tackling significant health challenges such as obesity. Clinical trials continue to be at the forefront of medical advancements. Compass Pathways has reported promising Phase III trial results for COMP360, its psilocybin-based therapy for treatment-resistant depression. These findings indicate a potential breakthrough in psychedelic therapy, offering new hope for patients who haven't benefited from existing antidepressant treatments. The exploration of psychedelics in mental health treatment represents a paradigm shift that could introduce novel therapeutic options and significantly impact patient care. Turning to regulatory news, AbbVie's Tepkinly (epcoritamab) has received European Commission approval for treating relapsed or refractory follicular lymphoma. This approval is based on robust Phase III data, underscoring the potential of bispecific antibodies as effective cancer therapies. Similarly, PharmaEssentia's Besremi (ropeginterferon alfa-2b) has obtained Health Canada approval for polycythemia vera treatment, highlighting the continued relevance of protein and interferon therapies in managing myeloproliferative neoplasms. In business development news, Novo Nordisk and Vivani Medical have partnered to develop an ultra-long-acting semaglutide implant for chronic weight management. This collaboration showcases advancements in drug delivery systems aimed at improving patient compliance and therapeutic outcomes. Meanwhile, Boehringer Ingelheim's licensing agreement with Prime Vector Technologies involves harnessing viral vectors for cancer vaccine development, emphasizing ongoing efforts to innovate within oncology. Despite these advancements, challenges persist within the industry. Notably, Bristol Myers Squibb's Krazati (adagrasib) failed its Phase III confirmatory trial in metastatic colorectal cancer with KRAS G12C mutations. This outcome highlights the complexities involved in developing targeted cancer therapies and underscores the need for continued innovation and exploration of combination treatments. The financial landscape also reflects strategic adjustments with Regeneron Pharmaceuticals reporting a $127 million charge impacting its earnings due to an in-process research and development expense. Additionally, Novartis is undergoing organizational restructuring with workforce reductions aimed at cost management within large pharmaceutical enterprises. On another front, China's recent approval of the world's first CAR-T therapy for solid tumors marks a significant leap forward from its traditional success in hematological malignancies. This development highlights the potential for CAR-T therapies to address complex challenges posed by solid tumors and could have profound implications for global cancer treatment paradigms. AstraZeneca's partnership with CSPC Pharmaceutical represents another strategic collaboration aimed at co-developing kidney disease drugs, reflecting Western pharmaceutical companies' efforts to leverage Chinese biotechnological capabilities. As companies navigate these complexities through strategic acquisitions, partnerships, and groundbreaking research, their ability to adapt will be crucial in shaping future patient care and therapeutic landscapes. The pharmaceutical and biotech industries remain at the forefront of scientific advancement, continually seeking solutions to complex medical needs while adapting to an ever-evolving global landscape.Support the show

Chaud Dedans
Le cœur des femmes : grand oublié de la ménopause. Avec Julie Talon, Dr. Olivier Marpeau, @mon.gyneco et Dr. Isabelle Lonjon-Domanec

Chaud Dedans

Play Episode Listen Later Jul 8, 2026 18:45


Si vous pensez que les problèmes cardio-vasculaires sont réservés aux hommes et que la ménopause n'est qu'une affaire de bouffées de chaleur, cet épisode va vous secouer. Alors que Julie Talon, réalisatrice du documentaire Ménopauses, quand les femmes en parlent revient sur le tabou de la ménopause, le Docteur Olivier Marpeau, alias @mon.gyneco sur Instagram et Isabelle Lonjon-Domanec, directrice médicale de Novo Nordisk tirent la sonnette d'alarme : à la ménopause, notre cœur perd sa protection hormonale et devient une priorité absolue.CRÉDITS : Chaud Dedans est un podcast Binge Audio. Il est écrit et présenté par Claire Fournier. Cet épisode a été enregistré le 14 avril 2026 à l'occasion du Think & Do Tank du magazine Marie-Claire, « 50 ans, l'âge d'or des femmes ? ». Réalisation : Jude Rigaud. Production et édition : Juliette Livartowski. Assistante d'édition : Aude Miquel. Communication : Lise Niederkorn. Identité sonore Binge Audio : Jean-Benoît Dunckel (musique) et Bonnie El Bokeili (voix). Identité graphique : Upian. Direction générale : Joël RonezHébergé par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.

Alles auf Aktien
Die neuen Lieblinge der Anleger und 6 Aktien gegen den KI-Klumpen

Alles auf Aktien

Play Episode Listen Later Jul 7, 2026 26:52 Transcription Available


In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Holger Zschäpitz über die Trump-Glocke, galaktische Zahlen von Samsung und einen Mega-Auftrag für TKMS. Außerdem geht es um Broadcom, Apple, Western Digital, Seagate Technology, Micron Technology, Tesla, SpaceX, Palantir, Invesco EQQQ Nasdaq 100 (WKN: 801498), Microsoft, SK Hynix, HSBC, Bank of America, Berkshire Hathaway, easyJet, Lufthansa, TKMS, Lockheed Martin, Shell, Rheinmetall, Nvidia, Siemens Energy, DroneShield, Novo Nordisk, Renk, Deutsche Bank, flatexDEGIRO, ING, XTB, SAP, Infineon, Amazon, Alphabet, National Grid, AstraZeneca, Haleon, Saint-Gobain, Richemont, DWS, Nestlé, Morgan Stanley, Spotify, Universal Music Group, Meta Platforms. 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 *Anzeige: Eight Sleep: Der Pod 5 reguliert die Temperatur im Bett automatisch, trackt Schlaf- und Gesundheitswerte ohne Wearable und kann so zu besserem Schlaf beitragen. Mit dem Code ALLESAUFAKTIEN erhaltet ihr auf eightsleep.com/allesaufaktien bis zu 350 Euro Rabatt.* Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Pharma and BioTech Daily
Novartis' $1.1B Myricx Acquisition Boosts ADC Pipeline | Pharma and Biotech Daily

Pharma and BioTech Daily

Play Episode Listen Later Jul 7, 2026 5:12


Good morning from Pharma Daily: the podcast that brings you the most important developments in the pharmaceutical and biotech world. The first quarter of 2026 has brought a wave of significant changes and advancements in the industry, marked by crucial regulatory updates, strategic acquisitions, and shifts in the competitive landscape. A pressing issue for many companies is the looming patent cliff for several branded biologics. This situation presents both challenges and opportunities for biosimilars in the U.S. market. The introduction of biosimilars for major products like AbbVie's Humira, Johnson & Johnson's Stelara, and Regeneron/Bayer's Eylea is shifting the narrative from slow adoption to a more competitive biosimilar market landscape. Vertex Pharmaceuticals has achieved a milestone with the FDA expanding the label for its gene therapy Casgevy, now approved for treating children as young as two with sickle cell disease or transfusion-dependent beta thalassemia. This expansion emphasizes the potential of gene therapies to revolutionize treatment options for younger patients suffering from these conditions. In a pivotal development, Novartis announced a significant acquisition of UK biotech Myricx. With an upfront payment of $1.1 billion and potential total value up to $1.5 billion, this acquisition is set to enhance Novartis' antibody-drug conjugate (ADC) pipeline by incorporating Myricx's novel payload technology and NMT inhibitor payloads. This move reflects Novartis' focus on precision oncology by improving ADC efficacy through targeting critical enzymatic pathways involved in tumorigenesis. Amgen faced a setback with a voluntary recall of approximately one million bottles of its heart medication Corlanor due to potential contamination, highlighting the critical importance of maintaining rigorous manufacturing quality control to ensure drug safety. The regulatory landscape continues to evolve, illustrated by Robert F. Kennedy Jr.'s Department of Health and Human Services revoking lingering COVID-19 emergency authorizations. This signals a transition towards post-pandemic normalcy and an evolving focus on pandemic preparedness frameworks. Sanofi's Genzyme unit in Ireland faced criticism after an FDA inspection linked to Altuviiio resulted in a Form 483 notice. This incident underscores ongoing challenges in maintaining compliance with stringent regulatory standards and emphasizes the importance of robust quality assurance mechanisms. Lonza is expanding its capacity for producing ADCs and enhancing its partnership with a large U.S. drugmaker, aligning with industry trends toward outsourcing complex biologics manufacturing amid growing demand for ADCs. Genentech is undergoing restructuring, resulting in 103 layoffs as part of a strategic rethink of its early development group. Despite these changes, Genentech entered a $490 million collaboration focused on breast cancer, demonstrating its commitment to innovation amid organizational shifts. AstraZeneca continued its collaborative efforts by signing a $1.7 billion kidney drug discovery pact with Chinese biotech CSPC Pharmaceutical. This partnership emphasizes AstraZeneca's strategy to leverage global collaborations to accelerate drug discovery and development efforts. Scribe Therapeutics filed for an Initial Public Offering (IPO) to advance its CRISPR-based gene editing technologies targeting cardiovascular diseases at a genetic level, highlighting an ongoing shift toward personalized medicine. Celea Therapeutics raised $180 million in venture funding to advance Deupirfenidone into late-stage clinical trials for Idiopathic Pulmonary Fibrosis (IPF), signaling confidence in its therapeutic potential amid ongoing investment trends targeting rare diseases. The Medicines and Healthcare products Regulatory Agency expanded approval for Novo Nordisk's Wegovy for Metabolic-Associated Steatohepatitis with moderate-to-advanced liver fibrosis. This expansion represents significant progress given MASH's rising prevalence and progression risks. BridgeBio's ATTRibute-CM study yielded promising results with Acoramidis offering kidney-protective benefits in transthyretin amyloidosis cardiomyopathy patients—a potential new approach managing this rare disease. Revolution Medicines reported encouraging data for its KRAS inhibitor Zoldonrasib in combination therapies targeting metastatic pancreatic ductal adenocarcinoma—offering new strategies against aggressive cancer types. Brii Bio's phase 2b trial results show promise for a combination therapy aimed at achieving a functional cure for chronic Hepatitis B Virus infection—offering hope for millions affected by this condition. Robust fundraising activities continue within biotech sectors as Monash University and Atisama Therapeutics secure funding from MRFF grants developing therapies targeting chronic lung diseases. Overall, these developments highlight dynamic transformations reshaping therapeutic landscapes through precision medicine approaches leveraging cutting-edge technologies promising improved patient care across various domains within pharmaceutical industries globally.Support the show

Wake Up to Money
World Cup, Weapons & Wegovy

Wake Up to Money

Play Episode Listen Later Jul 6, 2026 37:53


After England's World Cup game against Mexico, Will Bain speaks to one publican who's just closed up at 5am after screening the match.Separately, an interview with the prime minister of Luxembourg, who tells Wake Up to Money that a new Defence, Security and Resilience Bank should be established for NATO countries.Plus, Novo Nordisk's new once-daily weight-loss pill becomes available in the UK today - what might it do to the market?

Medical Sales U with Dave Sterrett
How to Break Into Pharmaceutical Sales | $163,700 in 4 Months

Medical Sales U with Dave Sterrett

Play Episode Listen Later Jul 6, 2026 3:11


$163,700 in 4 Months: The Fastest Way to Break Into Pharmaceutical SalesI was a professor who taught thousands of students. I noticed something: formal education doesn't guarantee a high-paying job.That's why I created Medical Sales U.Our system gets results:✓ Self-paced course✓ Online virtual coaching✓ Personal coaching from me✓ Community accountabilityLast month, our members landed offers at: Novartis, Eli Lilly, Novo Nordisk, Thermo Fisher, BaxterAverage: $163,700 compensation in under 4 months.THE COMPARISONMBA Path: $100K+ investment | 2 years | 23% unemploymentMedical Sales U: $4,997 investment | Employed under 4 months | Members landing at Fortune 500sYou could spend $100K on an MBA with no job guarantee. Or invest $4,997 in a system designed to get you hired.Apply: medicalsalesu.com#MedicalSales #PharmaJobs #CareerChange

Mercado Abierto
Análisis Novo Nordisk

Mercado Abierto

Play Episode Listen Later Jul 2, 2026 1:05


Marc Ribés, confundador y CEO de Blackbird Broker, analiza el comportamiento de Novo Nordis

The Jabot
Medicine's Monopoly Problem

The Jabot

Play Episode Listen Later Jun 29, 2026 30:12


Episode Summary Tahir Amin started out wanting to play professional football in England. He found law instead, and specifically intellectual property law in the early 1990s, when the field was still new enough to feel cutting edge. After a decade of commercial IP practice in the UK and the US, he moved to India in 2004 to understand what the new global IP rules were doing to the people they never accounted for. He arrived just as India was being required to comply with WTO patent rules that would affect access to HIV medicines costing tens of thousands of dollars a year. That experience led him to co-found I-MAK in 2006. In this conversation, Amin walks Rubino through the political economy of drug patents: how neoliberal policy from the late 1970s onward handed control of publicly funded research to private companies, how those companies built out sprawling patent portfolios to delay generic competition, and how the word "innovation" became a shield against any real scrutiny. He also talks about what I-MAK's work has achieved, the blowback it has faced, and why he considers himself a "cynical optimist" who believes the long game is the only game worth playing. Key Takeaways Patent stacking is the norm, not the exception. Novo Nordisk filed more than 320 patent applications around the single active ingredient in the Ozempic family of drugs. 1 in 3 Americans are skipping doses or cutting pills to afford their medications. This is a policy problem rooted in decisions made over the past four decades. The word "innovation" replaced "invention" deliberately around 1976–77, allowing corporations to privatize public-funded knowledge and charge rent for it. I-MAK's public patent database puts the evidence on the table. The pharma industry attacks the messenger rather than engaging the data. Incrementalism is the system's release valve. Real change requires playing the long game, not chasing the next quick win. Links & Resources Above the Law The Jabot Podcast Tahir Amin at I-MAK Pharma Monopoly: The Battle for the Future of Medicines by Tahir Amin (book) Keywords pharmaceutical patents, drug pricing, patent monopoly, medicine access, IP law, I-MAK, Tahir Amin, patent stacking, Ozempic patents, Novo Nordisk, innovation myth, neoliberalism, affordable medicine, generic drugs, biosimilars, patent reform, WTO patent law, drug affordability, pharma policy, Jabot podcast Episode Highlights 00:08:18 - 00:09:16 Amin explains the founding of I-MAC and the need to challenge systems treating public knowledge as monopoly property. 00:12:49 - 00:13:33 The survey data: 1 in 3 Americans are skipping or rationing medications, a Western problem as much as a global one. 00:16:12 - 00:16:55 Novo Nordisk's 320+ patent applications on the Ozempic active ingredient, and how that data changed the Congressional conversation. 00:21:52 - 00:24:54 The linguistic shift from "invention" to "innovation" after the late 1970s, and why the distinction matters for policy. 00:30:27 - 00:31:32 Why incrementalism is the system's release valve, and the case for committing to real, structural change over the long run.  

HIPAA Critical
Attackers impersonate ChatGPT, Claude, and DeepSeek to deliver malware

HIPAA Critical

Play Episode Listen Later Jun 26, 2026 4:25 Transcription Available


In this episode, we cover emerging threats targeting healthcare and enterprise organizations, including AI platform impersonation scams, the ShinyHunters attacks on Oracle PeopleSoft systems, and research showing AI email agents are vulnerable to phishing. We also discuss Paubox joining LegitScript's Compliance Collective and the Novo Nordisk clinical trial data breach investigation. Key takeaways include verifying AI tool sources, reviewing legacy system configurations, and applying least-privilege principles to AI agents.

ESC TV Today – Your Cardiovascular News
Season 4 - Ep.12: Extended interview on PCI guidance by intracoronary imaging

ESC TV Today – Your Cardiovascular News

Play Episode Listen Later Jun 25, 2026 20:34


Host: Emer Joyce Guest: Lorenz Raeber Want to watch that extended interview on https://esc365.escardio.org/event/2558?resource=interview Go to: Want to watch that episode? Go to: https://esc365.escardio.org/event/2558   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 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. Emer Joyce has declared to have potential conflicts of interest to report: Alnylam, Bayer, Pfizer, Fire-1. 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. Lorenz Raeber has declared to have potential conflicts of interest to report: consultation/speaker fees from Abbott, Boston Scientific, Occlutech, and research grants to the institution by Abbott, Heartflow, Novo Nordisk and Heartflow. Emma Svennberg has declared to have potential conflicts of interest to report: Abbott, Astra Zeneca, Bayer, Bristol-Myers, Squibb-Pfizer, Johnson & Johnson.

ESC TV Today – Your Cardiovascular News
Season 4 - Ep.12: Potassium in heart failure - PCI guidance by intracoronary imaging

ESC TV Today – Your Cardiovascular News

Play Episode Listen Later Jun 25, 2026 21:57


This episode covers: Cardiology This Week: A concise summary of recent studies Host: Emer Joyce Guests: Yasmina Bououdina, JP Carpenter, Milton Packer, Lorenz Raeber Want to watch that episode? Go to: https://esc365.escardio.org/event/2558 Want to watch that extended interview on PCI guidance by intracoronary imaging, go to: https://esc365.escardio.org/event/2558?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 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. Emer Joyce has declared to have potential conflicts of interest to report: Alnylam, Bayer, Pfizer, Fire-1. 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. Milton Packer has declared to have potential conflicts of interest to report: 89bio, Abbvie, Actavis, Altimmune, Alnylam, Amarin, Amgen, Ardelyx, ARMGO, AstraZeneca, Attralus, Biopeutics, Boehringer Ingelheim, Caladrius, Casana, CSL Behring, Cytokinetics, Daiichi Sankyo, Imara, Lilly, Medtronic, Moderna, Novartis, NovoNordisk, Pharmacocosmos, Regeneron, Roche, Salamandra. Steffen Petersen has declared to have potential conflicts of interest to report: consultancy for Circle Cardiovascular Imaging Inc. Calgary, Alberta, Canada. Lorenz Raeber has declared to have potential conflicts of interest to report: consultation/speaker fees from Abbott, Boston Scientific, Occlutech, and research grants to the institution by Abbott, Heartflow, Novo Nordisk and Heartflow. Emma Svennberg has declared to have potential conflicts of interest to report: Abbott, Astra Zeneca, Bayer, Bristol-Myers, Squibb-Pfizer, Johnson & Johnson.

Bundlinjen - med Magnus Barsøe
Bundlinjen: Mangler Novo Nordisk-topchefen situationsfornemmelse?

Bundlinjen - med Magnus Barsøe

Play Episode Listen Later Jun 25, 2026 35:47


Kan man lægge sjove videoer på LinkedIn, mens aktiekursen gisper efter vejret, og efterårets store fyringsrunde stadig sidder i baghovedet på medarbejderne? Novo-topchef Mike Doustdars stil på LinkedIn er endnu en gang kommet til debat, efter at han har medvirket i en video, hvor han reklamerer for festivalen Copenhell. Men hvor går grænsen for Mike Doustdar og landets øvrige topchefer på de sociale medier? Det spørgsmål stiller vi i dagens udgave af Bundlinjen. Vi skal også forbi Danfoss, hvor det har vakt stor opsigt, at topchef Kim Fausing nu flytter til Schweiz, mens han beholder topjobbet i den danske industrigigant. Ugens panel: Astrid Haug, kommunikationsrådgiver og bestyrelsesmedlem Søren Linding, debatredaktør og erhvervskommentator på Finans Mads Skovlund Pedersen, tidligere medlem af koncernledelsen for Nordea Vært: Rasmus Bendtsen, redaktør på Finans Podcastredaktør: Kasper SøegaardSee omnystudio.com/listener for privacy information.

IT Privacy and Security Weekly update.
Bullies, and the AI, Privacy, and Security Weekly update for the week ending June 23rd., 2026

IT Privacy and Security Weekly update.

Play Episode Listen Later Jun 24, 2026 22:32


Episode 297 The U.S. government gave one of America's most important AI companies 90 minutes to shut off its best models - and the reason they gave keeps changing.The real story behind the Anthropic ban has nothing to do with a jailbreak - and everything to do with autonomous weapons and who gets to say no to the Pentagon.The FBI just seized thirteen websites posing as consulting firms - and the fake recruiters behind them may have already messaged someone you know.Hackers spent two months inside Novo Nordisk's systems and walked out with something new: the company's AI models themselves.Your next smartphone is going to cost significantly more - not because of tariffs, but because AI data centers ate all the memory chips.Sixty percent of what TikTok serves to brand new accounts is AI-generated slop - and it's worse when the account belongs to a child.The war in Ukraine has become the world's first live demonstration of AI-assisted combat, and the people planning the next conflict are paying very close attention.Meta is quietly lobbying Congress right now to make it legally impossible for families to sue the company when its algorithms harm their children - and almost nobody is talking about it.This has been a week where the people with the most power moved fastest and quietest - in government backrooms, in corporate lobbying offices, on battlefield drone feeds, and in the recommendation engines shaping what our kids see.Some of these stories are alarming.Some are clarifying.All of them deserve your attention.Let's get into it.Find the full transcript to this podcast here.

Mission Money
Novo Nordisk – Wie groß ist die Comeback-Chance des Börsenlieblings?

Mission Money

Play Episode Listen Later Jun 22, 2026 20:39


Heute ist Montag, der 22. Juni, und Peter Bloed und Johannes Bauer sprechen über die große Comeback-Chance von Novo Nordisk, den neuen Höhenflug von Europas Börsen und einen Verdoppler aus der Medienwelt. ------ Ihr habt Fragen, schreibt uns an: missionmoney@focus-money.de Alle wichtigen Links: https://wonderl.ink/@mission_money

Pharma and BioTech Daily
FDA Approves Utebzi, Biogen Acquires Raythera for $1B | Pharma and Biotech Daily

Pharma and BioTech Daily

Play Episode Listen Later Jun 19, 2026 4:51


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

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

Pharma and BioTech Daily

Play Episode Listen Later Jun 18, 2026 5:19


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

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

TD Ameritrade Network

Play Episode Listen Later Jun 15, 2026 6:18


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

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

Pharma and BioTech Daily

Play Episode Listen Later Jun 15, 2026 5:19


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

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

The Deep Dive Radio Show and Nick's Nerd News

Play Episode Listen Later Jun 14, 2026 27:07


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

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

Pathfinders in Biopharma

Play Episode Listen Later Jun 13, 2026 35:24


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

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

Plus

Play Episode Listen Later Jun 12, 2026 19:49


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

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

ESC TV Today – Your Cardiovascular News

Play Episode Listen Later Jun 11, 2026 21:47


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

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

ESC TV Today – Your Cardiovascular News

Play Episode Listen Later Jun 11, 2026 11:34


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

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

DC EKG

Play Episode Listen Later Jun 8, 2026 43:20


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

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

unSILOed with Greg LaBlanc

Play Episode Listen Later Jun 2, 2026 58:30


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

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

On The Pen: The Weekly Dose

Play Episode Listen Later Jun 2, 2026 20:55


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

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

Guy Kawasaki's Remarkable People

Play Episode Listen Later May 27, 2026 56:00


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

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

The Journal.

Play Episode Listen Later May 26, 2026 21:59


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

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

Masters of Scale

Play Episode Listen Later May 26, 2026 48:23


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

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

The Learning Leader Show With Ryan Hawk

Play Episode Listen Later May 24, 2026 57:36


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