Podcasts about Novo Nordisk

A Washington Post investigation found that Eli Lilly and Novo Nordisk paid more than $270 million to physicians and other prescribers between 2018 and 2025. On The Gist Healthcare Podcast, Washington Post data reporter Lydia Sidhom discusses how the companies' outreach has expanded across the medical community and what the federal data can and cannot tell us about those payments. Further reading: The largely hidden force helping drive America's craze for weight-loss drugs (Washington Post) Hosted on Acast. See acast.com/privacy for more information.

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 pivotal advancements and strategic maneuvers shaping the landscape of drug development and patient care. Bayer's Kerendia, known generically as finerenone, has achieved its third FDA approval, this time targeting chronic kidney disease linked with type 1 diabetes. This small molecule mineralocorticoid receptor antagonist plays a critical role in mitigating fibrosis and inflammation—key factors in chronic kidney disease progression. Given the high prevalence of kidney complications in diabetic patients, this approval marks a significant step forward in managing such conditions. Its mechanism offers a novel approach to addressing cardiovascular and metabolic disorders, underscoring its vital role in contemporary therapeutic strategies. In regulatory advancements, AstraZeneca and Daiichi Sankyo's Enhertu has secured approval from NICE for treating HER2-low breast cancer. This marks a significant transition toward precision medicine, allowing the NHS to provide more targeted cancer therapies. Enhertu, an antibody-drug conjugate, exemplifies the shift towards precision oncology by delivering cytotoxic agents directly to cancer cells expressing HER2, thus opening new avenues for personalized treatment strategies. Japan's MHLW has given the green light to GSK's Shingrix in prefilled syringe form for shingles prevention. As a recombinant zoster vaccine enhanced by an adjuvant system, Shingrix represents cutting-edge vaccine technology aimed at strengthening immune responses against the varicella-zoster virus. This approval not only broadens preventative measures but also highlights advancements in vaccine delivery systems. Novo Nordisk's collaboration with Orbis Medicines is another noteworthy development, focusing on oral macrocycle therapies for cardiometabolic conditions—a partnership with potential milestones valued at $1.4 billion. This move aligns with Novo Nordisk's strategic push into small molecule drug discovery to address unmet needs in cardiovascular and metabolic disorders, echoing a broader industry trend towards innovative therapeutic approaches. Meanwhile, Roche has ventured into an agreement with Dualitas Therapeutics to develop bispecific antibody platforms for autoimmune diseases. With an upfront payment of $36.5 million and potential milestone payments reaching $1 billion, this collaboration underscores the burgeoning interest in bispecific antibodies' capacity to target dual antigens simultaneously—offering promising new pathways for treating complex immunological conditions. On the clinical trial front, Roche's Lunsumio has met its Phase 3 primary endpoint, showcasing improved progression-free survival in patients with relapsed or refractory follicular lymphoma. This bispecific antibody exploits the immune system by targeting CD20 on B-cells while engaging CD3 on T-cells, highlighting its potential as an effective option for difficult-to-treat cancers. Conversely, Longeveron's laromestrocel faced setbacks in its Phase 2b trial for hypoplastic left heart syndrome—a reminder of the complexities inherent in developing cell therapies for cardiovascular diseases. Such challenges highlight the critical need for innovative approaches and continued perseverance within clinical development. Regulatory scrutiny remains a pertinent issue as evidenced by the FDA's warning letter to Bausch & Lomb over contamination concerns. This action emphasizes ongoing challenges within ophthalmology manufacturing standards and regulatory compliance—critical aspects that demand rigorous attention to ensure patient safety. These developments collectively reflect an industry characterized by dynamic scientific advancements and strategic collaborations aimed at addressing pressing health challenges through cutting-edge drug development and precision medicine. As companies continue to invest in innovative research and form strategic alliances, these efforts offer significant promise for improving patient outcomes through more effective and targeted therapies. The evolving regulatory landscapes and technological advancements will undoubtedly shape these trends further, offering new opportunities for growth and breakthroughs in patient care. The commitment to overcoming complex challenges remains at the forefront of industry priorities as stakeholders strive to deliver impactful treatments to patients worldwide. Thank you for tuning into Pharma Daily; stay with us as we continue to explore these transformative developments shaping the future of healthcare science.Support the show

This episode covers:  The role of AI in heart failure and prevention AI advances in interventional cardiology Training cardiologists of the future Host: Fielder Camm Guests: Benjamin Meder, Pim van der Harst, Jozine ter Maaten and Mark Westwood Want to watch that episode? Go to: https://esc365.escardio.org/event/2554 Disclaimer: ESC TV Today is supported by Novartis and Novo Nordisk through 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, Dan Atar, Yasmina Bououdina, Fielder Camm, Nicolle Kraenkel, Jozine Ter Maaten, Pim Van der Harst and Mark Westwood have declared to have no potential conflicts of interest to report. Carlos Aguiar has adeclared to have potential conflicts of interest to report: personal fees for consultancy and/or speaker fees from Abbott, AbbVie, Alnylam, Amgen, AstraZeneca, Bayer, BiAL, Boehringer-Ingelheim, Daiichi-Sankyo, Ferrer, Gilead, GSK, Lilly, Novartis, Novo Nordisk, Pfizer, Sanofi, Servier, Takeda, Tecnimede, Viatris. John-Paul Carpenter has declared to have potential conflicts of interest to report: stockholder MyCardium AI. Davide Capodanno has declared to have potential conflicts of interest to report: Abbott Vascular, Bristol Myers Squibb, Daiichi Sankyo, Edwards Lifesciences, Novo Nordisk, Sanofi Aventis, Terumo. David Duncker has declared to have potential conflicts of interest to report: lecture honoraria from Abbott, Astra Zeneca, Biotronik, Boehringer Ingelheim, Boston Scientifics, Bristol Meyers Squibb, CVRx, Daiichi Sankyo, Medtronic, Microport, Pfizer, Sanofi, Zoll. Konstantinos Koskinas has declared to have potential conflicts of interest to report: honoraria from MSD, Daiichi Sankyo, Sanofi. Benjamin Meder has declared to have potential conflicts of interest to report: Alexion, Alynlam, Amgen, Apple Inc., AstraZeneca, Bayer AG, BNK, Biontech, Boehringer Ingelheim, Boston Scientific, Bristol Myers Squibb, Cytokinetics, Daiichi Sankyo, Deutsche Gesellschaft für Kardiologie, German Center for Cardiovascular Research, German Research Foundation, Hummingbird Diagnostics, Intellia, Johnson&Johnson, Klaus-Tschira Foundation, Informatics for Life, Leducq Foundation (CASTT), Novartis, Novo Nordisk, Pfizer, SA, Sixt, SMT, Space X, Zoll. Steffen Petersen has declared to have potential conflicts of interest to report: consultancy for Circle Cardiovascular Imaging Inc. Calgary, Alberta, Canada. Emma Svennberg has declared to have potential conflicts of interest to report: Abbott, Astra Zeneca, Bayer, Bristol-Myers, Squibb-Pfizer, Johnson & Johnson.

Good morning from Pharma Daily: the podcast that brings you the most important developments in the pharmaceutical and biotech world. Today, we're diving into a series of dynamic and significant advancements across the industry, from strategic acquisitions to regulatory shifts and scientific innovations. In a bold move, Novartis has acquired Sironax's blood-brain barrier delivery platform for $125 million. This acquisition marks a strategic enhancement in Novartis's ability to deliver therapies directly to the brain, overcoming one of the most formidable challenges in treating neurological disorders. The potential to deliver antibodies and other therapeutic agents effectively across this barrier could lead to groundbreaking treatments for conditions like Alzheimer's disease and multiple sclerosis. This reflects a broader industry trend emphasizing improved drug delivery systems to boost treatment efficacy and patient outcomes. On the clinical advancement front, Sling Therapeutics has raised $123 million in a Series C funding round aimed at propelling its oral therapy for thyroid eye disease forward. Unlike traditional intravenous treatments, this oral therapy offers a more convenient option for patients, potentially improving adherence and quality of life. Meanwhile, Circle Pharma's $92.5 million Series E funding will support the development of its cyclin D1 inhibitor for breast cancer, showcasing innovation in oncology through the use of macrocycles that could provide more effective treatments with fewer side effects. Investments in AI and machine learning are also reshaping the landscape. Ginkgo Bioworks' collaboration with Novo Nordisk to construct an autonomous lab highlights the increasing role of automation in optimizing R&D productivity. Mithrl's $20 million Series A round further underscores this shift, focusing on developing an AI infrastructure platform for streamlined biopharma drug discovery processes. The regulatory environment continues to evolve with notable challenges. BioMarin has discontinued Phase 2 development of Voxzogo in Noonan syndrome due to shifting treatment landscapes, illustrating the dynamic nature of therapeutic development. Similarly, Novartis's halt on its TREM2 stabilizer after a Phase 2 failure in ALS research points to the complexities inherent in neurodegenerative disease studies. Maat Pharma faced a setback when its appeal was rejected regarding the EMA's negative opinion on its graft-versus-host disease candidate, Xervyteg. This instance highlights the stringent regulatory hurdles companies must navigate to bring novel therapies to market. Amid these developments, Gilead Sciences is strategically expanding into oncology and inflammation. Through several acquisitions, Gilead has diversified its portfolio significantly, emphasizing oncology as a central focus area given its high potential for addressing unmet needs and offering substantial returns on investment. Legend Biotech's appointment of Ingrid Zhang as CEO signals a strategic push into the competitive CAR-T cell therapy market. These therapies represent a revolutionary approach in personalized medicine for cancer treatment, with Legend positioning itself for growth and innovation. Bristol Myers Squibb and Ono Pharmaceutical are preparing to contest Amgen's efforts to launch a biosimilar for their oncology blockbuster Opdivo. This reflects broader competitive dynamics within the biologics market where biosimilars promise more cost-effective options, potentially reshaping market shares and pricing strategies. Manufacturing innovations are also at play with Ori Biotech securing a $120 million deal for an automated production platform in cell therapy manufacturing. Such advancements are crucial as cell therapies become more mainstream, necessitating scalable solutions that maintain quality while meeting demand. Operational expansions continue as Reckitt Benckiser allocates $600 million to upgrade its US operations, fostering innovation across health and hygiene product lines—an industry trend towards integrating R&D with manufacturing prowess to drive new product development. While challenges persist—illustrated by Novartis's multiple trial failures—the pharmaceutical and biotech sectors remain resilient with adaptive strategies focused on innovation. The ongoing advancements underscore not only scientific exploration but also strategic maneuvering amidst evolving regulatory landscapes. As AI reshapes talent acquisition strategies and technological advancements accelerate drug discovery processes, companies must navigate complex global health ecosystems poised for transformative growth. The focus remains on improving patient outcomes through cutting-edge science while balancing innovation with strategic realignment. Thank you for tuning into Pharma Daily—where we keep you abreast of pivotal industry shifts shaping the future of healthcare. Join us again tomorrow as we continue exploring these exciting developments impacting patient care worldwide.Support the show

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Novo Nordisk teams up with Anthropic to speed up drug discovery. And Mistral aims to grow AI consumer base through Mozilla partnership. Julie Chang hosts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus: U.S. retail sales rebounded last month. And Novo Nordisk and Anthropic are partnering to use Claude to speed up drug discovery. 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.

Good morning from Pharma Daily: the podcast that brings you the most important developments in the pharmaceutical and biotech world. Today, we delve into a series of significant strides and strategic maneuvers reshaping the landscape of healthcare and drug development. Kicking things off, GlaxoSmithKline (GSK) has made headlines with its acquisition of Chimagen Biosciences' trispecific T cell engager technology, targeting multiple myeloma. This move, valued at up to $750 million, highlights GSK's strategic focus on expanding its oncology pipeline through cutting-edge immunotherapeutic approaches. Trispecific T cell engagers are an emerging class of biologics that bind to three different targets simultaneously, effectively arming the immune system to recognize and destroy cancer cells more efficiently. This acquisition not only strengthens GSK's position in the competitive oncology market but also addresses a significant need for more effective multiple myeloma treatments. In parallel, Curium has achieved a notable milestone with the FDA approval of Bexlutry, a radioligand therapy for gastroenteropancreatic neuroendocrine tumors (GEP-NETs). This therapy utilizes radioactive isotopes attached to molecules that specifically target cancer cells, delivering radiation directly while minimizing harm to healthy tissue. The approval of Bexlutry is a crucial development in oncologic care, expanding treatment options for patients dealing with complex and heterogeneous tumors. It underscores the growing role of targeted radiotherapies in providing precision medicine solutions. On the financial front, Electra Therapeutics is gearing up for an initial public offering (IPO) to raise $325 million. The proceeds are intended to advance its late-stage clinical trials for severe hemophagocytic lymphohistiocytosis (SHLH), a rare autoimmune condition. This move reflects a broader trend among biotech companies turning to public markets to support niche therapeutic areas with high unmet needs and potential orphan drug status benefits. Turning to clinical advancements, Corbus Pharmaceuticals has reported encouraging Phase 1b data for CRB-913, which employs CB1 inverse agonism in combating obesity. By modulating endocannabinoid activity linked to appetite and energy balance, this approach offers a promising direction for managing metabolic disorders. Simultaneously, CSL Seqirus has shared Phase 3 results showcasing the superior efficacy of its MF59-adjuvanted cell-based quadrivalent influenza vaccine in older adults, highlighting ongoing innovations in vaccine technologies tailored for vulnerable populations. The FDA's regulatory landscape is also evolving with the launch of Operation Trialblazer. This initiative seeks to streamline early-phase U.S. clinical trials through expedited IND application processes, facilitating faster transitions from research to clinical applications and fostering innovation by reducing bureaucratic hurdles. Meanwhile, the FDA is preparing for potential psychedelic medicine approvals, ensuring robust oversight frameworks are in place as these therapies near market availability. Yet, as always in drug development, challenges persist. Novo Nordisk's decision to terminate its GLP-1 obesity drug partnership with Ascendis following unsatisfactory results exemplifies the inherent risks even promising preclinical data can present. Similarly, setbacks faced by Axoltis Pharma and Eli Lilly with their neurological and metabolic candidates reinforce the complexities of translating scientific hypotheses into viable therapies. Sanofi has taken significant strategic steps as well by divesting 20 older medicines and three manufacturing sites to Cheplapharm. This decision aligns with Sanofi's focus on innovation under CEO Paul Hudson's leadership and allows the company to reallocate resources towards groundbreaking therapies. In diagnostic advances, the FDA's approval of Telix's Pixclara marks a breakthrough for brain cancer imaging. Being the first FET-PET imaging drug approved for gliomas, Pixclara could significantly enhance diagnostic accuracy and treatment planning for these challenging tumors. These developments underscore a transformative period where scientific innovation is paired with strategic regulatory adjustments to navigate complex market dynamics. As companies continue adapting to these changes, their ability to innovate while addressing safety and efficacy concerns will be critical in advancing therapeutic frontiers and improving patient outcomes across diverse medical landscapes. As always, we'll be here at Pharma Daily to keep you informed on these pivotal changes shaping our industry's future. Thank you for tuning into today's episode of Pharma Daily. Keep innovating and stay informed!Support the show

Sickle cell disease has long been a frustrating medical condition impacting a historically overlooked patient population, but now there is something of a medical miracle treatment available.If only it were that simple.An estimated 100,000 Americans live with sickle cell disease, which disproportionately affects people of African descent. Roughly one in every 365 Black births in the U.S. is affected.In recognition of National Sickle Cell Awareness Month, Dr. Alana Arnold, a pediatric emergency physician and healthcare executive, and Akinwole Garrett, CEO of BlackDoctor, are on the podcast to discuss the systemic changes needed to improve patient outcomes.Editor-at-large Steve Madden helms a dual interview exploring the latest advancements in sickle cell disease treatment – namely the breakthrough CRISPR therapy Casgevy – as well as what has kept a medical miracle trapped behind systemic barriers.Arnold and Garrett hone in on the challenges of healthcare disparities and the systemic changes needed to improve outcomes in this particular patient community.For Trends, Madden and executive editor Jack O'Brien talk with reporter Bella Czajkowski about Novo Nordisk's rebrand to “Novo” and how the Danish pharma giant can make the most of this moment for a cultural reset. Check us out at: mmm-online.com Follow us: YouTube: @MMM-onlineTikTok: @MMMnewsInstagram: @MMMnewsonlineTwitter/X: @MMMnewsLinkedIn: MM+M To read more of the most timely, balanced and original reporting in medical marketing, subscribe here.Music: “Deep Reflection” by DP and Triple Scoop Music. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Good morning from Pharma Daily: the podcast that brings you the most important developments in the pharmaceutical and biotech world. Today's episode delves into some of the latest breakthroughs, regulatory updates, and strategic maneuvers reshaping the landscape of drug development and patient care. Starting with remarkable advancements in drug approvals, Scholar Rock's Isembldy (apitegromab), a monoclonal antibody designed to inhibit myostatin, has secured FDA approval for treating spinal muscular atrophy. This approval came after successful Phase 3 trials and marks a significant milestone in managing neuromuscular diseases. By targeting the myostatin pathway, which regulates muscle growth, Isembldy offers hope for improved motor function in patients suffering from this debilitating condition. Meanwhile, Pharming's Joenja (leniolisib) received an expanded label from the FDA, now approved for pediatric patients aged four and older with activated phosphoinositide 3-kinase delta syndrome, reflecting ongoing efforts to tackle rare autoimmune disorders. Telix Pharmaceuticals has also made strides with the approval of Pixclara (floretyrosine F 18) for PET imaging of glioma, enhancing diagnostic precision for both adult and pediatric brain cancer patients. In clinical trial successes and challenges, GSK and Hansoh Pharmaceutical reported that their antibody-drug conjugate, risvutatug rezetecan, significantly reduced the risk of death in Phase 3 trials for relapsed small-cell lung cancer by 54%. This underscores the potential of targeted therapies in oncology, especially where second-line treatments have been limited. AstraZeneca's Tagrisso (osimertinib), meanwhile, continued to demonstrate its efficacy with a notable reduction in death risk in early-stage EGFR-mutated non-small cell lung cancer at an eight-year follow-up, reinforcing its value as an adjuvant therapy. However, AstraZeneca faced setbacks with camizestrant's Phase 3 trial failing to meet primary endpoints in estrogen receptor-positive breast cancer. A similar challenge arose with Enhertu (trastuzumab deruxtecan) in HER2-mutant non-small cell lung cancer, indicating ongoing difficulties in developing effective combination therapies. Turning to strategic business developments, Johnson & Johnson's decision to divest its orthopedics unit DePuy Synthes to Apollo Equity Management for $20 billion reflects a strategic refocus on core areas like pharmaceuticals and medical devices. Similarly, Novo Nordisk's rebranding as 'Novo' signals an effort to strengthen its competitive stance against Eli Lilly within the GLP-1 agonist market, crucial for managing metabolic disorders such as diabetes. In collaborations and licensing deals aimed at broadening access to healthcare innovations, Bio Usawa's partnership with Axmed is set to enhance access to affordable biologic medicines across Africa, a vital step towards expanding healthcare reach in underserved regions. In oncology research advancements, Owkin has licensed its AI-driven K Pro scientist platform to Servier to accelerate drug discovery through artificial intelligence and machine learning applications. Regulatory challenges continue to shape industry dynamics. The FDA has postponed its decision on Exelixis's Zanzalintinib combined with Roche's Tecentriq for metastatic colorectal cancer until March 2027, reflecting rigorous scrutiny to ensure safety and efficacy. Meanwhile, Cellectis has opted to halt its allogeneic CAR-T programs amid increasing competition from in vivo approaches, showcasing strategic adaptability within the rapidly evolving field of cell therapy. In recent news focusing on mRNA technology and personalized cancer vaccines, Moderna's flu vaccine approval using mRNA technology marks a pivotal moment for this platform after facing skepticism over the years. Furthermore, Moderna and Merck have reported positive Phase 3 results for their personalized mRNA-based cancer vaccine—an advancement positioning them as leaders in personalized cancer immunotherapy following success in melanoma treatment. The sector remains dynamic as companies navigate these complex environments. Breakthroughs such as ivonescimab's success provide optimism for future innovations that could significantly enhance patient care and treatment outcomes across various diseases. The emphasis on mRNA technologies and personalized medicine heralds a new era of targeted therapies poised to redefine standards of care across multiple disease areas. As these initiatives progress, they hold potential not only for improving existing treatment paradigms but also for pioneering new frontiers in healthcare delivery. As these developments unfold, they highlight the industry's dual focus on advancing scientific innovation while navigating complex regulatory landscapes and competitive pressures. The implications are profound: promising enhanced patient outcomes through novel therapies while prompting strategic realignments among key industry players. These initiatives not only aim to improve existing treatment paradigms but also pioneer new frontiers in healthcare delivery.Support the show

Skal de væbne sig med tålmodighed i Sverige? Valget er slut. Svenskerne har talt. Nu står politikerne så over for regeringsforhandlinger, der på mange måder ligner dem, som de danske politikere havde foran sig i foråret. Kommer Elon Musk, Sam Altman og Dario Amodei nu til at redde os fra vores undergang? Frygten for, at AI kommer til at udrydde menneskeheden, stiger. Men nu opfordrer flere techbosser til, at vi træder på bremsen. Novo Nordisk hedder nu Novo og vender tyren i logoet om. Medicinalvirksomheden er nemlig i gang med en rebranding, mens kampen om markederne spidser til. Så lykkes de med deres strategi? Vært: Adrian Busk. Medvirkende: Niels Paarup-Petersen, dansk-svensk politiker (C) og medlem af Riksdagen. Sune Bang, selvstændig kommunikationsrådgiver.

Rodica Busui, MD, PhD, Jordan Schnitzer Chair in Diabetes; Professor of Medicine and Division Head, Endocrinology, Diabetes and Clinical Nutrition; Director, Harold Schnitzer Diabetes Center, OHSU, School of MedicineCME Credit Available for all Providence ProvidersIn order to claim CME credit, please click on the following link:⁠ ⁠ https://forms.cloud.microsoft/r/QfT0PXySCt⁠ or copy & paste into your browser).Accreditation Statement: Providence Oregon Region designates this enduring material activity for a maximum of 1.0 AMA PRA Category 1  creditTM. Physicians should claim only the credit commensurate with the extent of their participation in the activity.Providence Oregon Region is accredited by the Accreditation Council for Continuing Medical Education (ACCME) to provide continuing medical education for physicians.Planning Committee Disclosure -The planning committee have no relevant financial relationships with ineligible companies. Speaker Disclosure - Rodica Busui, MD, PhD, has disclosed financial relationships with Bayer, Novo Nordisk, Roche, Lexicon Pharma, and Vertex. All relevant financial relationships have been reviewed and mitigated in accordance with ACCME Standards. Dr. Busui does not plan to discuss unlabeled or unapproved uses of pharmaceuticals or medical products.Original Date: September 15, 2026End Date: September 15, 2027

Rodica Busui, MD, PhD, Jordan Schnitzer Chair in Diabetes; Professor of Medicine and Division Head, Endocrinology, Diabetes and Clinical Nutrition; Director, Harold Schnitzer Diabetes Center, OHSU, School of MedicineCME Credit Available for all Providence ProvidersIn order to claim CME credit, please click on the following link:⁠ ⁠ https://forms.cloud.microsoft/r/QfT0PXySCt⁠ or copy & paste into your browser).Accreditation Statement: Providence Oregon Region designates this enduring material activity for a maximum of 1.0 AMA PRA Category 1  creditTM. Physicians should claim only the credit commensurate with the extent of their participation in the activity.Providence Oregon Region is accredited by the Accreditation Council for Continuing Medical Education (ACCME) to provide continuing medical education for physicians.Planning Committee Disclosure -The planning committee have no relevant financial relationships with ineligible companies. Speaker Disclosure - Rodica Busui, MD, PhD, has disclosed financial relationships with Bayer, Novo Nordisk, Roche, Lexicon Pharma, and Vertex. All relevant financial relationships have been reviewed and mitigated in accordance with ACCME Standards. Dr. Busui does not plan to discuss unlabeled or unapproved uses of pharmaceuticals or medical products.Original Date: September 15, 2026End Date: September 15, 2027

GLP-1 receptor agonists remain an important and rapidly changing area of pharmacy practice, with new therapies, expanding indications, and evolving safety considerations shaping patient care. This course reviews recent developments in GLP-1 therapy, including newly approved medications, emerging evidence related to nutrition and oral health, and practical considerations for patient counseling and long-term management. You will be better prepared to evaluate new evidence, counsel patients on the safe and effective use of GLP-1 therapies, and incorporate recent updates into clinical practice. HOSTRachel Maynard, PharmDGameChangers Podcast Host and Lead, Clinical & Partnership Education, CEimpactGUESTJennifer D. Goldman, PharmD, CDCES, BC-ADM, FCCPProfessor of Pharmacy Practice/Director of Cardiometabolic ServicesMassachusetts College of Pharmacy-Boston, Well Life Medical  Pharmacists, REDEEM YOUR CPE HERE!CPE is available to Health Mart franchise members onlyTo learn more about Health Mart, click here: https://join.healthmart.com/PRACTICE RESOURCEReceive the exclusive Practice Resource to use as a reference guide for this episode by enrolling in the course. Click here to enroll!CPE INFORMATION Learning ObjectivesUpon successful completion of this knowledge-based activity, participants should be able to:1. Describe recent developments in GLP-1 therapies, including newly approved medications.2. Explain pharmacist-relevant considerations for counseling, safety monitoring, and long-term management of patients receiving GLP-1 therapies.Jennifer Goldman is a member of the speakers bureau for Novo Nordisk, Amgen, Lilly, Xeris, CeQur, and Abbott Diabetes. All relevant financial relationships have been mitigated.  0.075 CEU/0.75 HrUAN: 0107-0000-26-323-H01-PInitial release date: 9/14/2026Expiration date: 9/14/2029Additional CPE details can be found here.

GLP-1 receptor agonists remain an important and rapidly changing area of pharmacy practice, with new therapies, expanding indications, and evolving safety considerations shaping patient care. This course reviews recent developments in GLP-1 therapy, including newly approved medications, emerging evidence related to nutrition and oral health, and practical considerations for patient counseling and long-term management. You will be better prepared to evaluate new evidence, counsel patients on the safe and effective use of GLP-1 therapies, and incorporate recent updates into clinical practice.HOSTRachel Maynard, PharmDGameChangers Podcast Host and Lead, Clinical & Partnership Education, CEimpactGUESTJennifer D. Goldman, PharmD, CDCES, BC-ADM, FCCPProfessor of Pharmacy Practice/Director of Cardiometabolic ServicesMassachusetts College of Pharmacy-Boston, Well Life Medical GET CE FOR LISTENING!Stay Compliant. Grow Clinically. Practice with Confidence. Pharmacist CE Subscription: All your CE in one convenient subscription.All episodes, CE, and Practice Resources for the GameChangers Clinical Update is included with your Pharmacist CE Subscription. But wait…there's even more!The Pharmacist CE Subscription includes: -  Compliance and licensure CE -  GameChangers Clinical Updates-  Practical continuing education across patient care topics *The subscription does not include microcredentials or certificates, which are available separately for pharmacists seeking specialized service training. Purchase Now!PRACTICE RESOURCEReceive the exclusive Practice Resource to use as a reference guide for this episode by purchasing the Pharmacist CE Subscription. CPE REDEMPTIONThis course is accredited for continuing pharmacy education! Click the link below that applies to you to take the exam and evaluation to claim credit:If you are already enrolled in this course, click here to redeem your credit. To purchase the Pharmacist CE Subscription and claim your CPE credit, click here or to purchase this course individually, click here.  CPE INFORMATIONLearning ObjectivesUpon successful completion of this knowledge-based activity, participants should be able to:1. Describe recent developments in GLP-1 therapies, including newly approved medications.2. Explain pharmacist-relevant considerations for counseling, safety monitoring, and long-term management of patients receiving GLP-1 therapies.Jennifer Goldman is a member of the speakers bureau for Novo Nordisk, Amgen, Lilly, Xeris, CeQur, and Abbott Diabetes. All relevant financial relationships have been mitigated.0.075 CEU/0.75 HrUAN: 0107-0000-26-323-H01-PInitial release date: 9/14/2026Expiration date: 9/14/2029Additional CPE details can be found here.Follow CEimpact on Social Media:LinkedInInstagram

Good morning from Pharma Daily: the podcast that brings you the most important developments in the pharmaceutical and biotech world. First, let's delve into the innovative work being done by Grove Biopharma. Founded in 2020 in Chicago, this company is at the forefront of developing polymer-peptide hybrids to target intracellular protein-protein interactions, areas traditionally deemed undruggable. These interactions are crucial regulatory components in numerous cellular processes and are implicated in diseases like cancer and neurodegenerative disorders. However, their smooth protein surfaces present a challenge for traditional small molecule drugs, which struggle to find suitable binding pockets. Similarly, biologics like antibodies and peptides, despite their high binding affinities, face difficulties penetrating cell membranes due to their size and instability. Grove Biopharma addresses these issues through its proprietary Bionics Biologics™ technology. Developed by Nathan Gianneschi at Northwestern University, this approach uses protein-like polymers to mimic proteins with enhanced stability and cellular penetration. These polymers, adorned with peptide branches via living polymerization, maintain peptide binding properties while overcoming previous limitations in drug delivery. This breakthrough has already shown promise in preclinical studies. A 2023 study in Science Advances revealed the efficacy of targeting membrane protein CD36 for treating macular degeneration in mice, while a 2024 study demonstrated PLPs' ability to penetrate neurons and target mitochondria in Huntington's disease models. Moreover, a 2026 Nature Communications publication introduced HYDRAC, a new PLP class capable of degrading MYC and KRAS proteins, reducing tumor growth in mice. Grove Biopharma's pipeline is robust, targeting key areas in cancer and neurodegeneration. Despite challenges typical of the biotech landscape—such as toxicity concerns during clinical trials and scalability issues—Grove's unique platform offers the flexibility needed to address multiple targets effectively. Shifting focus to industry-wide developments, recent advancements highlight significant strides in personalized medicine. Moderna and Merck's mRNA cancer vaccine has shown promising results in a phase 3 study, marking an important step forward for customized healthcare approaches based on genetic profiles. This not only offers hope for cancer treatment but also signifies a wider shift towards more tailored therapeutic strategies. Regulatory updates also play a critical role in shaping industry dynamics. The appointment of Dr. Angelo De Claro as chief of the FDA Oncology Center of Excellence is pivotal. His focus on modernizing regulatory practices aims to expedite drug approvals while ensuring that innovative treatments reach patients more swiftly. However, the FDA's decision to delay approval for Exelixis' tyrosine kinase inhibitor with Roche's Tecentriq underscores the complexities involved in novel therapies' assessments. On the geographical front, Singapore's launch of a biotech hub in Boston highlights the global nature of biotech development. This move strengthens historical ties and emphasizes international collaboration's importance in accelerating scientific research. In clinical trials, AbbVie's success with Qulipta (atogepant) for menstrual migraine prevention is noteworthy. It not only expands therapeutic options for women but also underscores a growing focus on gender-specific health issues within clinical research. Meanwhile, new RAS-targeting therapies continue to emerge as Revolution Medicines' Rasonque gains approval for advanced pancreatic cancer treatment—a significant milestone in addressing previously undruggable mutations. Industry dynamics are further illustrated by leadership changes at major firms like Takeda. The departure of long-time R&D chief Andy Plump often signals strategic shifts that could influence research priorities and corporate focus. Novartis recently faced setbacks with late-stage asset failures impacting its market position and raising investor concerns about its strategic direction concerning mergers and acquisitions. On a similar note, Takeda undergoes organizational changes amid potential strategic shifts following its CEO appointment—demonstrating volatility within companies striving for competitive advantage through effective leadership. Promising developments at the FDA include solidifying leadership with Karim Mikhail at CBER and Michael Davis at CDER—crucial appointments ensuring operational stability amidst past disruptions under former commissioner Marty Makary—and appointing Jared Seehafer as deputy commissioner focusing on AI integration into regulatory processes. Significant financial movements continue highlighting investor interest: Frazier adds over $1 billion targeting small-mid-sized biotech firms while Samsung Biologics secures manufacturing deals emphasizing strategic partnerships' importance globally. Scientific developments also reveal challenges; Silence Therapeutics maintains polycythemia vera leadership despite emerging hurdles while Novo Nordisk halts heart disease studies reflecting complexities validating interleukin-6 as therapeutic targets. AI integration gains momentum transforming operational efficiencies across various functions from R&D to human resources optimizing overall effectiveness within life sciences organizations—a trend poised to reshape people strategy profoundly impacting medical affairs evidenced evaluations enhancing decision-making processes ultimately improving patient outcomes significantly moving forward amidst this dynamic industry landscape filled with opportunities and risks requiring agility and forward-thinking strategies to capitalize on emerging scenarios efficiently and effectively ensuring continued success thriving amidst transformations occurring rapidly around us today, tomorrow, and beyond!Support the show

Der Wochenstart bleibt schwierig: Der DAX verliert 0,5 % auf 25.441 Punkte, der EuroStoxx50 1,1 % auf 6.254 Punkte. Brent steigt zeitweise auf rund 109 USD, europäisches Erdgas bis auf 84,20 Euro je Megawattstunde. Neue Angriffe auf Saudi-Arabien und Schiffe im Golf verschärfen die Sorgen um die Energieversorgung. Gleichzeitig erreicht die Rendite zehnjähriger US-Staatsanleihen die Marke von 5 %. Vor der Fed-Sitzung steigt damit der Zinsdruck. Zusätzlich geraten KI-Aktien weltweit unter Druck. Hochtief fällt 9,8 %, Infineon 7,7 %, Aixtron 11,2 %. Deutsche Börse gewinnt 2,1 % wegen Spekulationen über Euronext. Novo Nordisk tritt künftig als Novo auf, Sanofi beteiligt sich mit 26,4 % an Cheplapharm. Bayer wartet nach der Roundup-Anhörung weiter auf die Entscheidung. Börsenweisheit von Gerald Loeb: "Der wichtigste einzelne Faktor für die Börse ist die Psychologie der Anleger."

The U.K. announces sanctions on West Bank settlements, Canada's retaliatory tariffs on $20 billion in U.S. goods take effect, Haaretz reports that Netanyahu received advanced warning before Oct. 7, Rubio kicks off a three-day tour of Colombia, Ecuador and Peru, thieves steal paintings worth €9M from France's Renoir Museum, Ukraine's top prosecutor resigns amid an ongoing corruption probe, Smithsonian Secretary Lonnie Bunch announces his retirement, OpenAI's top scientist warns nobody is prepared for the continued rise in AI, Nepal seeks $20 million in flood aid from "polluting economies," and Novo Nordisk reports that Semaglutide cuts obesity in 40% of kids under 12. Sources: Verity.News

Good morning from Pharma Daily: the podcast that brings you the most important developments in the pharmaceutical and biotech world. Today, we unveil a series of transformative strides in drug approvals, clinical trials, and regulatory landscapes that are reshaping the future of patient care. AstraZeneca's camizestrant, now branded as Etcamah, has received FDA approval for treating ESR1-mutated hormone receptor-positive, HER2-negative advanced breast cancer. This approval is a testament to the potential of selective estrogen receptor degraders (SERDs) in oncology. The Phase 3 trial results highlight camizestrant's efficacy when combined with CDK4/6 inhibitors, offering a tailored therapeutic strategy for patients with ESR1 mutations. Such advancements in personalized oncology are steering the industry toward more precise treatment paradigms. Complementing this approval, Guardant Health's Guardant360 CDx has been sanctioned as a companion diagnostic tool for camizestrant. The liquid biopsy-based method precisely identifies ESR1 mutations, underscoring the growing reliance on precision diagnostics in cancer management. As precision medicine continues to evolve, integrating diagnostics with therapeutics becomes crucial in achieving optimal patient outcomes. Bristol Myers Squibb has made headlines with its CAR-T cell therapy, arlocabtagene autoleucel, showing efficacy in its Phase 3 trial for GPRC5D-targeted relapsed or refractory multiple myeloma. This advancement reflects the burgeoning application of cell-based treatments in hematological malignancies and signals a shift towards personalized immunotherapy strategies promising improved patient outcomes. On a related note, Brainchild Bio's significant $116 million fundraising initiative aims to advance CAR-T therapies tailored for childhood brain cancers. This development highlights the potential of CAR-T technology beyond hematologic cancers and indicates an intensified focus on pediatric oncology therapeutics. In regulatory news, Shionogi's cefiderocol has gained approval from Australia's Therapeutic Goods Administration (TGA) for combating carbapenem-resistant gram-negative bacterial infections. Cefiderocol addresses critical needs in combating multidrug-resistant pathogens, particularly in urinary tract infections, and highlights ongoing global efforts to tackle antimicrobial resistance. Clinical trials continue to yield promising outcomes. Pharvaris' deucrictibant showcased positive results in its Phase 3 trial for hereditary angioedema by effectively targeting the bradykinin B2 receptor. Novo Nordisk's semaglutide (Wegovy) demonstrated remarkable efficacy in reducing obesity among children during its Phase 3 trials. These results emphasize continued innovation in treating metabolic disorders and rare diseases by leveraging small molecule therapeutics and receptor modulators. Not all developments have been positive. Novartis and Ionis Pharmaceuticals faced setbacks with pelacarsen failing to meet endpoints in a Phase 3 trial aimed at reducing major cardiovascular events despite lowering lipoprotein(a). This underscores the challenges of translating promising biomarkers into effective therapeutic interventions. Regulatory challenges were also observed as American Regent recalled batches of epinephrine due to contamination issues, and Boston Scientific recalled spinal cord implants linked to serious injuries. These instances underscore the importance of stringent quality control and regulatory compliance to ensure patient safety. Meanwhile, Amgen's DLL3-targeted therapy, Imdelltra, achieved an overall survival win in a first-line setting for small cell lung cancer (SCLC), although specific numerical results were not disclosed. This bispecific antibody could set a new standard for early intervention in SCLC, emphasizing the potential of targeted therapies in improving survival rates for aggressive cancers. In other advancements, Roche continues to dominate neurology with top positions in corporate reputation rankings within this therapeutic area. This accolade reflects Roche's commitment to innovation and patient-centric approaches to managing neurological disorders. As these developments unfold across various domains of pharmaceutical innovation and regulation, they collectively signal a dynamic era for the industry marked by rapid scientific progress and evolving treatment strategies. The implications are profound, offering potential improvements in patient outcomes through more targeted therapies while highlighting challenges such as clinical trial failures that necessitate continued diligence in drug development strategies. As these trends unfold, they hold promise for significant advancements in treatment efficacy and safety across various therapeutic areas. Thank you for tuning into Pharma Daily. Stay informed about the latest industry developments as we continue to explore the dynamic landscape of pharmaceutical innovations together.Support the show

September has been a rough month already for Novo Nordisk, which canned two more late-stage trials of its embattled IL-6 inhibitor, and Novartis, which took Phase 3 hits in both cardiovascular and muscular dystrophy indications; Ultragenyx's big bet in Angelman syndrome failed to yield benefit in Phase 3 but Ionis' Pharmaceuticals nabbed the first targeted approval for Alexander disease; and on the business side, biopharma investment is back in a big way. 

Is obesity still a disease worthy of treatment when the patient is six years old?This week, Novo Nordisk released Phase 3 STEP Young data in children ages 6 to 11 with obesity. After 68 weeks, 40.4% of children treated with semaglutide moved below the obesity threshold, compared with 0% on placebo. More than 85% of the children entered the trial with class II or class III severe obesity, and both groups received lifestyle intervention.That raises a harder question than whether people are comfortable with kids taking GLP-1s: compared with what? A nearly 90% chance that obesity present at age 3 persists into the teen years? An approximately 80% chance that a teen with obesity carries it into adulthood? Another decade of stigma, bullying, and metabolic disease while we keep telling families to try harder?I'm unapologetically supportive of studying and treating severe childhood obesity. That does not mean ignoring long-term questions around growth, puberty, nutrition, lean mass, or what happens when treatment stops. It means recognizing that withholding treatment is also a decision with consequences.We also break down the new Structure Therapeutics data, including aleniglipron, an oral small-molecule GLP-1 that produced up to 16.2% mean weight loss at 72 weeks, and ACCG-2671, an experimental oral amylin/calcitonin agonist that produced 3.3% mean weight loss after a single dose, with some important tolerability caveats.Plus, we look at a preliminary semaglutide signal involving asthma and COPD, and one of the strangest Ozempic access stories of the week.Recorded from the Bask Health Studios.This episode is sponsored by VoaFit. Learn more about VoaFit here:https://voafit.com/otpThis episode was filmed in the Bask Health Studios, visit:https://bask.healthFollow On The Pen everywhere plus get special discounts:https://otplinks.comRead more at:https://obesity.news

Hoy en El Brieff: el petróleo vuelve a dominar la conversación global mientras la tensión en Medio Oriente empuja al Brent cerca de los 100 dólares y obliga a los mercados a replantear el rumbo de las tasas. Analizamos por qué Trump vuelve a tensar el T-MEC con Canadá y México, qué dicen los nuevos datos de la industria automotriz mexicana, cómo Europa transforma fábricas de autos en plantas de defensa y por qué Huawei sigue desafiando las restricciones de Estados Unidos. Además, seguridad en Puebla, avances de Novo Nordisk y sorpresas en el US Open. Todo en diez minutos.Sponsor del día: STRTGY convierte los datos de tu empresa en recomendaciones accionables para tomar mejores decisiones con inteligencia artificial. Para más información, contáctanos en el correo arturo@strtgy.ai o al WhatsApp: +52 81 3232 2698Recibe gratis nuestro newsletter con las noticias más importantes del día.Si te interesa una mención en El Brieff, escríbenos a arturo@strtgy.ai Hosted on Acast. See acast.com/privacy for more information.

Het Franse AI-bedrijf Mistral heeft 3 miljard euro opgehaald in een investeringsronde onder leiding van Samsung. Daarmee komt de waardering uit op 21 miljard euro, bijna een verdubbeling ten opzichte van een jaar geleden, toen ASML er meer dan een miljard euro in stak. Ook het investeringsfonds van de EU, de investeringstak van Novo Nordisk en de Spaanse bank Santander doen mee. Verder wil Australië gebruikers van social media laten kiezen tussen een algoritmische en een chronologische tijdlijn. Joe van Burik vertelt erover in deze Tech Update. Met het geld wil Mistral datacenters bouwen en rekenkracht elders huren, legt topman Arthur Mensch uit. Over vijf jaar wil het bedrijf zelfvoorzienend zijn in rekenkracht, om zo nog grotere en sterkere modellen te kunnen trainen. Samsung wil de AI van Mistral net als ASML gebruiken in zijn eigen productieproces. Mensch verwacht dit jaar een jaarlijkse terugkerende omzet van meer dan 1 miljard dollar. Ook brengt Mistral binnenkort een open AI-model uit, waarmee het een zakelijk alternatief wil bieden voor de goedkopere modellen van Chinese ontwikkelaars. Australië wil keuze tussen tijdlijnen op social media De Australische regering heeft een wetsvoorstel gepresenteerd waarmee gebruikers van social media zelf kunnen kiezen wat voor tijdlijn ze te zien krijgen. Platformen moeten nieuwe en bestaande gebruikers een melding sturen waarin ze kunnen kiezen tussen persoonlijke aanbevelingen van het algoritme of alleen posts van accounts die ze zelf volgen. In Nederland dwong de rechter zo'n duidelijke keuze vorig jaar al af bij Meta, na een zaak van Bits of Freedom. Wie zich niet aan de Australische regels houdt, riskeert een boete tot 109,2 miljoen Australische dollar; toezichthouder eSafety gaat over de handhaving. Die krijgt ook de bevoegdheid om platformen te dwingen schadelijk, illegaal en naaktgerelateerd materiaal snel te verwijderen. Het voorstel volgt op het verbod voor gebruikers onder de zestien, dat vorig jaar december inging. Mistral haalt 3 miljard euro op met Samsung als leidende investeerder Australische regering presenteert wetsvoorstel met initiatief My Feed, My Way Australië dreigt met miljoenenboetes voor platformen die keuze niet aanbieden Meta paste Nederlandse tijdlijnen aan na uitspraak van de rechter Over de maker:Joe van Burik volgt en duidt de belangrijkste ontwikkelingen in tech, met scherpte, vlotheid en de nodige humor. Je hoort hem dagelijks op BNR Nieuwsradio over het belangrijkste technieuws, van AI tot cybersecurity en social media tot quantumcomputers. Ook interviewt hij in De Grote Tech Show samen met Ben van der Burg leiders in digitale innovatie. In het bijzonder volgt Joe al twee decennia de wereld van videogames, nu voor zijn podcast All in the Game.See omnystudio.com/listener for privacy information.

Good morning from Pharma Daily: the podcast that brings you the most important developments in the pharmaceutical and biotech world. Today, we delve into a series of pivotal advances and industry dynamics that are shaping the future of healthcare. The U.S. Food and Drug Administration has recently granted approval to Ionis Pharmaceuticals' Zanvastro, a breakthrough in treating Alexander disease. This condition, a rare neurodegenerative disorder caused by mutations in the glial fibrillary acidic protein gene, has historically posed significant treatment challenges. Zanvastro, an antisense oligonucleotide therapy, is notable for being the first of its kind to target this protein, marking a monumental step in precision medicine. The success of this therapy not only opens new avenues for treating Alexander disease but also highlights the potential of antisense technologies to address other rare genetic disorders. Ionis Pharmaceuticals is poised to further explore this innovative therapeutic approach in other neurodegenerative conditions like Angelman syndrome, reinforcing their leadership in targeting rare genetic diseases at the molecular level. Meanwhile, strategic partnerships continue to transform the metabolic disease treatment landscape. The Menarini Group's partnership with Gan & Lee Pharmaceuticals aims to bring the GLP-1 receptor agonist Bofanglutide to European markets. This collaboration underscores the growing emphasis on GLP-1 therapies for managing type 2 diabetes and obesity. With an investment of $72 million upfront and potential milestone payments reaching $771 million, this partnership illustrates the strategic importance of cross-border collaborations in accelerating drug availability and leveraging regional expertise. In parallel, Argo Biopharma has announced promising phase 2 results for its small interfering RNA therapy targeting plasma prekallikrein in hereditary angioedema. This innovative approach offers a prophylactic treatment option for a disease characterized by severe swelling attacks. By harnessing RNA interference mechanisms, Argo Biopharma joins a broader movement within biotech towards gene-silencing technologies that tackle previously challenging conditions. Further emphasizing innovation, Superluminal Medicines has raised $60 million to advance its AI-discovered MC4R-targeting drug for rare obesity conditions. This initiative highlights the transformative potential of artificial intelligence in drug discovery, enabling rapid identification of therapeutic candidates by analyzing extensive datasets and predicting molecular interactions. The focus on rare forms of obesity reflects a broader trend toward personalized medicine, where treatments are increasingly tailored to specific genetic profiles. Regulatory developments also feature prominently with Liquidia Corporation receiving FDA fast track designation for Yutrepia, an inhaled small molecule aimed at treating systemic sclerosis-related Raynaud's phenomenon. This designation will expedite the development and review process for Yutrepia, facilitating quicker access to this potentially life-enhancing treatment for those suffering from autoimmune complications. However, challenges persist within the industry. The FDA issued a warning letter to Fresenius Medical Care over deficiencies related to complaint handling and contamination inspections for sterile injectable products. This action underscores ongoing concerns regarding compliance with safety standards and highlights the critical need for rigorous quality control mechanisms to ensure patient safety. In exploring new therapeutic modalities, psilocybin has shown promise in managing neuropathic pain through preclinical studies. These findings add to the growing body of evidence supporting psychedelics' potential benefits beyond mental health applications, opening new avenues for pain management therapies that could revolutionize treatment protocols. The competitive landscape in weight management sees significant movement with Novo Nordisk's Wegovy pill and Eli Lilly's Foundayo vying for dominance in oral GLP-1 receptor agonists. As companies race to develop more patient-friendly formulations, these innovations promise to significantly boost adherence and outcomes in obesity management. Lastly, industry trends reveal an evolving marketing landscape where social media collaborations and strategic partnerships are becoming central to engaging patients and advocating medical conditions. For example, Novartis' partnership with a British Olympian aims to enhance multiple sclerosis advocacy by leveraging influential platforms for patient education and empowerment. These developments paint a picture of a dynamic pharmaceutical and biotech sector characterized by scientific innovation, strategic partnerships, regulatory vigilance, and data-driven approaches. As companies continue to navigate these complexities, their ability to leverage cutting-edge technologies and foster global collaborations will be crucial in delivering transformative health solutions. The industry's focus on precision medicine and novel therapeutic modalities promises significant advancements in patient care and disease management in the years ahead. Thank you for joining us at Pharma Daily—your source for the latest news shaping the world of pharmaceuticals and biotechnology.Support the show

This episode covers what matters most from ESC Congress 2026:  Heart failure (incl. cardiomyopathies) Primary and secondary prevention ACS & coronary intervention Host: Emer Joyce Guests: Davide Capodanno, Martha Gulati, John McMurray Want to watch that episode? Go to: https://esc365.escardio.org/event/2562   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. Martha Gulati has declared to have potential conflicts of interest to report: Merck-Data Monitoring Committee for lipid lowering product. 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. John McMurray has declared to have potential conflicts of interest to report: personal fees for consultancy and/or speaker fees from Global Clinical Trial Partners Ltd., WCG Clinical Service, ARMGO Pharmaceuticals, At the Limits Ltd., Hilton Pharmaceuticals, River BioMedics, Novartis, Cytokinetics, Cardurion, Bayer AG, Chugai Pharma UK, Astra Zeneca, AnaCardio, Alnylam, Protherics Medicine Developments Ltd., DalCor Pharmaceuticals, Alkem Metabolics, Canadian Medical and Surgical Knowledge, IMEDIC Pharmaceuticals Micro Labs Ltd., Centrix Healthcare, Eris Lifesciences, Hikma Pharmacueticals, Imagica Health, Intas Pharmaceuticals, J.B. Chemicals & Pharmaceutical, Lupin Pharmaceuticals, Medscape/Heart Org., ProAdWise Communications, Radcliffe Cardiology, Sun Pharmaceuticals, translational medicine academy, Regeneron, MCI India, Emcure Pharmaceuticals, Biohaven Pharmaceuticals, Kirkland & Ellis Int. Ltd., Tangram Therapeutics, Alphasights Ltd., APTA Therapeutics, Zoll Pharmaceuticals, MSN Lab. Ltd., Omicuris PVT Ltd. Steffen Petersen has declared to have potential conflicts of interest to report: consultancy for Circle Cardiovascular Imaging Inc. Calgary, Alberta, Canada. Emma Svennberg has declared to have potential conflicts of interest to report: Abbott, Astra Zeneca, Bayer, Bristol-Myers, Squibb-Pfizer, Johnson & Johnson.

Good morning from Pharma Daily: the podcast that brings you the most important developments in the pharmaceutical and biotech world. Today, we delve into groundbreaking scientific advancements, crucial regulatory updates, and strategic industry movements that are shaping the future of patient care and drug development. AstraZeneca, in collaboration with Daiichi Sankyo, has achieved a significant milestone with their antibody-drug conjugate, Enhertu, combined with Roche's Perjeta. This combination therapy has recently secured European Union approval for first-line treatment of HER2-positive metastatic breast cancer. The approval highlights the transformative potential of antibody-drug conjugates in treating aggressive breast cancer subtypes. Enhertu targets HER2-positive tumors by delivering cytotoxic agents directly to the cancer cells, thereby minimizing off-target effects and enhancing efficacy. Such innovations underscore the industry's commitment to improving therapeutic outcomes for patients facing complex medical challenges. In another notable development, Novartis has entered into a substantial $3.2 billion licensing agreement with Alteogen, focusing on ALT-B4 hyaluronidase technology. This collaboration emphasizes the growing interest in subcutaneous drug formulations that offer improved patient compliance and convenience compared to traditional intravenous routes. Hyaluronidase helps disperse and absorb subcutaneously injected drugs more efficiently by degrading hyaluronic acid in tissues, thereby enhancing bioavailability and reducing injection volumes. Shifting gears to clinical trial advancements, Hutchmed's combination therapy featuring Tagrisso (osimertinib) and Orpathys (savolitinib) has achieved a Phase 3 success in first-line treatment for MET-overexpressing non-small cell lung cancer. This marks an important stride towards personalized medicine approaches that target specific genetic mutations driving tumor growth. The success of this combination therapy points to a future where targeted treatments become more prevalent in addressing complex oncogenic drivers. In the realm of strategic partnerships, Novacyt and Illumina have embarked on a five-year collaboration focusing on diagnostics and DNA sequencing technologies. This partnership aims to leverage Illumina's genomic sequencing expertise to advance precision medicine efforts in diagnostics, further highlighting the importance of collaborations in overcoming technological hurdles. Meanwhile, in gene therapy developments, NewBiologix and Synastra Biotechnology have joined forces to develop stable recombinant adeno-associated viral cell lines for Duchenne muscular dystrophy therapies. Their partnership aims to address manufacturing challenges associated with gene therapies for rare diseases, potentially accelerating treatment availability for patients in need. Despite these promising advancements, the industry is not without its challenges. Cellares recently announced significant job cuts following the loss of a contract with Bristol Myers Squibb for cell therapy production. Additionally, regulatory scrutiny remains high as evidenced by the UK Medicines and Healthcare products Regulatory Agency's suspension of Amgen's Tavneos amid concerns over trial data integrity. Such developments underscore the critical importance of maintaining rigorous data standards in drug development. Turning our attention to regulatory dynamics, the Trump administration has introduced a new drug pricing model under Medicare, providing weight loss medications at reduced prices for eligible seniors. This initiative involves major players like Eli Lilly and Novo Nordisk and aims to enhance access to obesity treatments for seniors—a move that could signify a shift towards preventive healthcare. On the clinical front, Alnylam Pharmaceuticals' next-generation gene-silencing technology shows promise for treating transthyretin amyloidosis with cardiomyopathy (ATTR-CM). Despite setbacks faced by AstraZeneca and Ionis Pharmaceuticals in similar trials, Alnylam's approach holds potential when used alongside standard treatments. The pharmaceutical sector also sees evolving market dynamics with reverse mergers rising sharply by 1,600% in Q3. This trend rivals traditional IPOs as companies seek alternative routes to liquidity amid fluctuating investor sentiments. Such strategic adaptations reflect the industry's resilience amidst economic uncertainties. In conclusion, these developments paint a picture of an industry dynamically adapting to technological advancements, regulatory changes, and market demands. From innovative drug delivery technologies to strategic partnerships and robust regulatory frameworks, the sector remains committed to advancing precision medicine and improving patient care globally. As these trends continue to unfold, they promise significant implications for drug development processes and therapeutic paradigms across various disease landscapes.Support the show

In the final episode, Professor Maria Fleseriu and Professor Mônica Gadelha discuss the updated treatment algorithm, treatment sequencing, and management approaches for patients with resistant disease. This educational podcast series is intended for US healthcare professionals only. It was developed by expert faculty in collaboration with The Pituitary Society and Amiculum, with support from Recordati Rare Diseases through an independent educational grant. Recordati Rare Diseases had no involvement in content development, speaker selection, or editorial decisions. Discussions in this series are informed by the 2025 consensus on therapeutic outcomes in acromegaly (Melmed S et al. Nat Rev Endocrinol 2025;21:718–37). Speaker disclosures: Maria Fleseriu (Oregon Health and Science University, Portland, USA) Research grants to her university from Crinetics Pharmaceuticals and Debio.Scientific consulting fees from Crinetics Pharmaceuticals, Camurus AB, Marea and Recordati Rare Diseases. Mônica Gadelha (Universidade Federal do Rio de Janeiro, Rio de Janeiro, Brazil) Advisory board member for Camurus AB, Crinetics Pharmaceuticals, Novo Nordisk and Recordati Rare Diseases. Research investigator for Crinetics Pharmaceuticals and Recordati Rare Diseases. Speaker for Camurus AB, Crinetics Pharmaceuticals, Novo Nordisk and Recordati Rare Diseases.

Når man snakker om Novo, så snakker man også ofte om krigen med hovedkonkurrenten Eli Lilly, som igen og igen har trukket den danske medicinalgigants aktier i rødt. Men faktisk ligger i der i den nære fremtid en endnu større udfordring, der tårner sig op i horisonten. Hør hvad det er, som potentielt kan true 70 pct. af Novos omsætning, i denne Lyn-analyse, og hvad analytikerne mener, Novo Nordisk skal gøre. Gæst: Nick Sturm, journalist, Finans. Vært: Mads Ring. Foto: Novo/presse.See omnystudio.com/listener for privacy information.

Kan to selskaber omsætte for lige så meget som hele EU? Ugens tema tager AI-økonomien fra bunden: 15 mia. dollars i base cost per gigawatt, 50-100 mia. i omsætning – og AI-labs, der går fra 10 til 100 gigawatt frem mod 2028. Mads' pointe fra Dylan Patel og Dwarkesh: Dem, der tror på AI, og dem, der kalder det en boble, adskiller sig på én ting – om de forstår skalaen. Og hvorfor SpaceX med 20 gigawatt i 2028 ser billig ud, selv hvis man halverer tallene. Nvidia bekræfter det: 96 mia. i kvartalet, 70% vækst næste år og Amazon, der udvider sin ordre med 2 millioner GPU'er. Vi tager også IREN, der falder 13% på regnskabet – og hvorfor neoclouds, der skal have kunder før de kan låne, sælger compute langt billigere end SpaceX og Meta, der bygger på egen balance. Makro: Kevin Warsh viser sig som inflationshøg i Jackson Hole, 55% sandsynlighed for rentestigning i september, Druckenmillers kritik af Bessent, og hvorfor stablecoins og Clarity Act kan blive USA's nye gældsfinansiering. Dertil OpenAI's Jalapeno-chip og de tre typer chip-hukommelse, Metas rekordforlig og nye AI-produkt Hatch, Waymo til München, og hvad danskerne handler mest på Pluto: Marvell, Micron, Intel og IREN ind – Novo Nordisk og UPS ud. Plus status på Pluto.Markets-porteføljen: ned 2,7% i ugen, ingen handler mens flytningen til Aktieuniverset ApS gøres færdig. Denne episode er sponsoreret af Dansk Transportoptimering. Få optimeret og effektiviseret transport, distribution og logistik til din virksomhed. Læs mere på dto-as.dk. Denne episode er sponsoreret af Vipp. Udforsk deres unikke univers af design – fra eksklusive køkkener og møbler til deres særlige guesthouses rundt omkring i verden på Vipp.com. Du kan også blive medejer af en unik bolig på Mallorca gennem Vippresidences.com. Denne episode er sponsoreret af Finobo. Få et gratis økonomitjek hos specialisterne i låneoptimering ved at bruge linket: finobo.dk/gratis-oekonomitjek-aktieuniverset/ Prøv den nye omlægningsberegner på Finobo.dk/beregner-omlaegningsberegner/?utm_source=aktieuniverset Denne episode er sponsoreret af Pluto.markets. Invester i aktier og ETF'er uden kurtage. Læs mere på pluto.markets, og se vores modelportefølje på pluto.markets/aktieuniverset. Skriv os en mail på aktieuniverset@gmail.com, hvis du og dit produkt vil være en del af sponsorfamilien af podcasten. Tjek os ud på: FB gruppe: ⁠facebook.com/groups/1023197861808843⁠ X: ⁠x.com/aktieuniverset⁠ IG: ⁠instagram.com/aktieuniversetpodcast⁠ Aktieuniverset modelportefølje: Modelporteføljen samt tilhørende vilkår og disclaimer kan ses på pluto.markets/aktieuniverset DISCLAIMER: Aktieuniverset indeholder markedsføring af investeringsforeningen Portfoliomanager NewDeal Invest, kl n (PMINDI), som Mads Christiansen er investeringsrådgiver for. Podcasten kan ligeledes referere til andre fonde. Indholdet i podcasten udtrykker alene værternes og gæsters egne holdninger, refleksioner og analyser, og skal ikke opfattes som en personlig anbefaling af bestemte værdipapirer eller strategier. Podcasten skal ikke anses som investeringsrådgivning, da den enkelte lytters finansielle situation, nuværende aktiver eller passiver, investeringskendskab og -erfaring, investeringsformål, investeringshorisont, risikoprofil eller præferencer ikke kan inddrages. Det afhænger af den enkelte investors personlige forhold og målsætning, om en bestemt investering eller investeringsstrategi er hensigtsmæssig, og vi anbefaler, at man rådfører sig med sin investeringsrådgiver, inden en eventuel beslutning om investering tages. PMINDI kan findes via Nordnet (nordnet.dk/markedet/investeringsforeninger-liste/18148998-portfolio-manager-new-deal-invest), Saxo Bank (saxoinvestor.dk/investor/page/product/Fund/38109485) eller ved at søge på ”DK0062499810” i din egen netbank. PMINDI er kun egnet for investorer med høj risikovillighed og en investeringshorisont på mindst 5 år. Alt investering medfører risiko, herunder potentielt tab af kapital. Historisk afkast er ikke en indikator for fremtidigt afkast, der kan afvige meget eller være negativt. Læs PRIIP KID for PMINDI for fulde risikoscenarier: https://fundmarket.dk/newdeal-invest-kl-n/. Overvej risici og fordele nøje før investering. Læs mere om risici her: newdealinvest.dk/risici/ og generelt om investeringsforeningen på newdealinvest.dk. Vil du have en månedlig oversigt over alle positionerne i PMINDI? Så skriv dig op til nyhedsbrevet her: newdealinvest.dk/nyhedsbrev/. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

As Fierce Pharma Week approaches, the Fierce Pharma Marketing team is taking stock of some of the biggest trends reshaping how drugmakers and healthcare agencies reach audiences. In this week’s episode of “The Top Line,” Fierce’s Ben Adams and Zoey Becker discuss how pharma marketing is evolving across social media, creative work and agency strategy. They dig into the changing approach to HIV marketing, pharma’s experiments with platforms including Snapchat, and what a collaboration with MrBeast says about the industry’s efforts to reach new audiences. They also examine how healthcare agencies are putting AI to work, pharma’s return to the winner’s circle at Cannes and why Novo Nordisk built a maze along the River Thames in London this summer. The conversation comes as Fierce Pharma Week approaches Sept. 14-17 in Philadelphia. To learn more about the topics in this episode: YouTuber MrBeast welcomes Amgen to the channel, kicking off pediatric cancer funding effort Inside agency view: Real Chemistry’s Frank Mazzola on audience nuance and rewarding creativity Snapchat creates ad format to support pharma disclosure needs Novo Nordisk asks public to ‘Meet Me in the Middle’ in new obesity experience installation Women’s ‘new health ecosystem’ takes shape on Reddit: report See omnystudio.com/listener for privacy information.

As people take greater ownership of their health, the role of brands is changing.Recorded live at the Havas Café during the Cannes Lions International Festival of Creativity, this conversation explores how marketing can help people live healthier, longer, and more fulfilling lives.Jim is joined by:Yvonne Bryant, Hemoglobinopathies Commercialization Head at Novo Nordisk, whose career has spanned clinical research, drug development, commercialization, and consumer marketing. Today, she leads commercialization efforts for rare blood disorders, helping translate breakthrough scientific innovation into meaningful patient impact.Lauren Gellman, Senior Director and Head of Marketing for Health and Home at Google. Lauren oversees marketing across Google's health ecosystem, including Fitbit, Nest, and Google Health, where she's helping shape the future of AI-powered health experiences and personalized wellness.Samantha Avivi, Global Chief Marketing Officer for Consumer Health at Bayer. A longtime marketing leader whose career includes roles at Procter & Gamble, Kimberly-Clark, Walmart, and more, Samantha now leads global marketing and innovation across Bayer's portfolio of trusted consumer health brands.Drawing on Havas' Science of Desire research, the conversation explores how healthcare marketers are building trust in the age of AI, making complex science more accessible, and helping people navigate an increasingly personalized health journey. Ultimately, it arrives at a simple but powerful idea: the future of healthcare marketing isn't simply about helping people live longer. It's about helping people live better.—This week's episode is brought to you by Havas and Infillion.—Meet The CMO Podcast On the RoadThe CMO Podcast will be on the road throughout Q4 2026, capturing conversations with the leaders shaping the future of marketing, leadership, and business. If you'll be attending one of these events, we'd love to connect. Let us know!Advertising Week New York | October 5–7BLINK Cincinnati | October 8ANA Masters of Marketing | October 19–22—Interested in partnering with The CMO Podcast?!Looking ahead to the rest of 2026 and into 2027, we're partnering with brands to create executive content platforms that extend far beyond a single event. From pop-up podcast studios and live recordings to executive roundtables, keynote conversations, and bespoke thought leadership programs, we work with partners to build meaningful experiences that connect with senior marketing leaders.Whether you'd like to partner with us at one of the industry's biggest marketing events or create a custom experience designed specifically for your brand, we'd love to explore what's possible. Reach out to learn how we can build something together.Email us at podcasts@vyve.co—Produced by vYveThe CMO Podcast is proudly produced by vYve Production, a full-service production and content studio specializing in podcasts, executive storytelling, branded content, and live experiences. vYve is a community of ambitious leaders dedicated to unlocking what's next in business and in life. Through executive coaching, transformative experiences, strategic content, and communities like The CMO Podcast, vYve helps entrepreneurs, corporate leaders, and teams grow their businesses, strengthen their leadership, and build meaningful connections that last.Learn more about vYve and The CMO Podcast community at www.vyve.co.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Things are getting weird – looks like someone is panicking. The Dumber side of finance – let’s dig in. A big week ahead – major earnings could move markets. – Gold, Bitcoin moving on a lower USD. PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? PayPal.Donation.Button({ env:'production', hosted_button_id:'JJJHP2GDEJC7J', image: { src:'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt:'Donate with PayPal button', title:'PayPal - The safer, easier way to pay online!', } }).render('#donate-button'); Follow John S. Dvorak on X Follow Andrew Horowitz on X Warm-Up - Things are getting weird - looks like someone is panicking - The Dumber side of finance - let's dig in (5 top items) - Cold War and Hot War - Canada, China and Iran - Economic "D" day - no one cares - Saying goodbye to Dolly Parton Markets - Gold, Bitcoin moving on a lower USD - Oil starting to settle - Big Week - NVDA earnings on tap - all eyes! STUPID IS WHAT STUPID DOES - A DHU One-Time Series On The Dumber Side of Finance 1) LOWER BEEF PRICES - Trump plans temporary tariff relief for certain ground-beef imports as U.S. beef prices remain near record highs. - The plan would allow up to 300,000 metric tons of discounted imported ground beef over roughly 90 days. - Supposedly this will reduce the prices for consumers - Ranchers and several farm-state Republicans are pushing back, arguing cheaper imports could hurt domestic producers. ---- Question: Tariff reduction is going to reduce prices for consumers? Didn't someone say that tariffs are paid by the companies and exporting countries??? 2) IRAN SANCTIONS - BIG THREAT, LIMITED IMMEDIATE ACTION - Treasury warned countries doing business with Iran that they could face secondary sanctions, calling it an "economic D-Day." - New sanctions hit about 60 individuals, companies and vessels, but major Chinese financial institutions were not targeted. - China remains the biggest buyer of Iranian oil, making Chinese banks the potential pressure point. - Treasury says sanctions could expand into gold, digital assets, aviation, shipping and other sectors. 3) TREASURY TRIES TO TAME LONG-TERM YIELDS - Treasury will at least double the maximum size of certain long-term bond buybacks to $4 billion per operation. - The announcement briefly knocked nearly 10 basis points off the 30-year Treasury yield. - Critics say this treats the symptom rather than the cause - huge deficits, heavy issuance and persistent inflation risk. ------Bessent had to come out on Friday to say "at least" $4B - as bind yields moved back up -------Maybe there is a concern over the $40TRILLION debt we have amassed as a country? 4) SOMEONE GOT LONG BONDS AT THE RIGHT TIME - TLT took in roughly $529 million of net inflows on August 18, one day before Treasury's surprise bond-buyback announcement. - The next day Bessent doubled planned buybacks of 10- to 30-year Treasurys, immediately pushing long yields lower. - TLT jumped about 1.7% on the announcement. - No public evidence identifies a single buyer - but the timing of the unusually large inflow is certainly worth noting. 5) DOLLAR GETS HIT BY THE BOND RESCUE - The dollar weakened as investors questioned Treasury's expanded bond-buyback strategy. - The concern is that suppressing yields without fixing fiscal problems simply transfers pressure from bonds to the currency. - The 30-year yield has remained elevated despite Treasury intervention. - Bitcoin rallied as investors looked toward alternatives to traditional fiat assets. - PEOPLE: This is NOT Quantitative Easing - Just a move to buy longer dated and issue more short dated WALMART FLASHES A CONSUMER WARNING - Walmart U.S. comparable sales grew just 2.6%, its slowest pace in roughly six years and below expectations. - Shares dropped sharply after the report. - E-commerce remained strong, while store traffic and discretionary spending showed more weakness. - Walmart raised full-year guidance but gave a softer-than-expected third-quarter outlook. - As America's biggest retailer, Walmart's slowdown is an important read on the broader consumer. VENEZUELA HAS OIL - BUT CAN'T SHIP IT FAST ENOUGH - Tankers are waiting as long as 30 days to load Venezuelan crude because of aging ports, outages and equipment failures. - Venezuela has struggled to push exports much higher despite rising production and strong demand. - The Jose terminal handles about 70% of exports and has become a major bottleneck. - Venezuela's ports may impose a physical ceiling on production growth until infrastructure is upgraded. JANE STREET'S $15 BILLION AI HIT - Jane Street reportedly lost about $15 billion in July as AI and technology positions moved sharply against the firm. - A major source of the damage was exposure to concentrated AI trades that were forced to unwind. - Jane Street posted its first negative month of trading revenue since 2016. - As a reminder: this episode highlights how quickly crowded AI trades can overwhelm even sophisticated risk-management systems. LEAVITT LEAVES THE WHITE HOUSE - Karoline Leavitt resigned as White House press secretary after returning from maternity leave. - Trump said she would become a top outside adviser and prominent Republican voice heading into the midterms. - Looking fior a kinder and gentler replacement? HA! probably not OFF THE HIGHS NVDA - 9% off high AMD - 19% off high AVGO - 23% off high MU - 23% off high TSM - 13% off high MRVL - 28% off high INTC - 35% off high NVIDIA - THE MARKET'S NEXT STRESS TEST - Nvidia reports Wednesday - now basically a referendum on the entire AI trade. - Blackwell demand and hyperscaler spending are the key tells. - A strong guide could quickly reset tech sentiment. - A miss would raise the uncomfortable question: how much AI optimism is already priced in? - Revenue expected around $92.1 billion, up roughly 97% year over year. - Adjusted EPS expected around $2.09, nearly double last year. - Data Center revenue expected around $85.7 billion - still the main engine. - Biggest watch items: Blackwell demand, Vera Rubin timing, China sales and hyperscaler capex. - Options imply roughly a 5%-6% move after earnings. - Discussion .... NVIDIA - AI SERVERS GETTING EVEN MORE EXPENSIVE - Major Nvidia customers have reportedly been warned that AI server prices could rise more than 15% beginning early next year. - Higher memory costs are the main driver, affecting Grace Blackwell and upcoming Vera Rubin systems. - Nvidia is effectively passing higher component costs through despite gross margins around 75%. - ALWAYS INTERESTING THESE ANNOUNCEMENTS SO CLOSE TO EARNINGS - HMMMM CANADA-U.S. TRADE FIGHT GETS WORSE - Canada announced retaliatory tariffs on about $20 billion of U.S. goods after Washington imposed new 50% tariffs on Canadian imports. - Canada's tariffs range from 15% to 50% across roughly 700 products and begin September 8. - Canada also announced a C$7.5 billion support package for affected businesses and workers. - Another escalation that could hit autos, manufacturing costs and cross-border supply chains. HOUSING - BUYERS KEEP DISAPPEARING - July new-home sales plunged 10.5% to a 607,000 annual rate, the weakest since January. - Median new-home price fell to $393,800, the lowest in four years. - Mortgage rates are still around 6.8%, keeping affordability under pressure. - Only 5.2% of consumers said they expect to buy a home in the next six months - the sharpest drop in more than five years. JACKSON HOLE - WARSH GETS THE MICROPHONE - Kevin Warsh speaks next week at Jackson Hole. - Markets want to know whether sticky inflation, oil and tariffs are enough to keep the Fed in tightening mode. - Long yields are already doing some of the Fed's work. - One sentence could move bonds, the dollar and stocks. - Friday, August 28 at 10:00 a.m. ET. --- BUT - Didn't Warsh say less communication is more? They can't keep put of the spotlight. PCE - THE FED'S FAVORITE INFLATION READ - "The Fed's preferred gauge/measure of inflation" - July PCE lands next week. - Watch for tariff, energy and goods inflation creeping back into the numbers. - A hot print revives hike fears. - A soft print gives risk assets some breathing room - especially with long yields already elevated. THE CONSUMER VS. THE AI BOOM - MORE EARNINGS COMING - Salesforce, CrowdStrike and Marvell give another read on corporate AI spending. - Dollar General, Dollar Tree, Best Buy and Ulta test the other side of the economy. - The setup is getting interesting: companies are still spending aggressively on AI while consumers look increasingly selective. - If that gap widens, it could become one of the bigger market themes into the fall. AROUND THE WORLD EUROPE - QUIETLY GETTING INTERESTING - European stocks slipped this week, but money has started flowing back into the region. - Euro-zone business activity is growing at its fastest pace this year, while Q2 earnings growth for STOXX 600 companies is running surprisingly strong. - CONCEPT: Europe may be turning into the anti-U.S. trade - less AI concentration, cheaper valuations, but more sensitivity to energy. JAPAN - BETTER DATA, WORSE MARKET - Japan's Nikkei lost about 4% this week even as the economic data improved. - August manufacturing PMI jumped to 55.1, with new orders rising at the fastest pace since 2018. - Semiconductors and AI-related demand are helping drive the factory rebound. - Stronger growth also keeps the BOJ rate-hike discussion alive - good economy, potentially tougher market. BIG PHARMA - CHINA'S WEIGHT-LOSS GOLD RUSH - Lilly, Novo Nordisk and others are aggressively targeting China's obesity market, where obesity rates are projected to top 65% by 2030. - China bans direct prescription-drug advertising, so companies are using subway ads, gyms, influencers and "disease awareness" campaigns instead. - China's GLP-1 market could reach roughly 30 billion yuan over the next 5-7 years. - Interesting regulatory gray area: education campaigns that look a lot like drug advertising without actually naming the drug. Love the Show? Then how about a Donation? PayPal.Donation.Button({ env: 'production', hosted_button_id: 'JJJHP2GDEJC7J', image: { src: 'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt: 'Donate with PayPal button', title: 'PayPal - The safer, easier way to pay online!' } }).render('#donate-button-2'); THE CLOSEST TO THE PIN for SpaceX (SPCX) Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt!   FED AND CRYPTO LIMERICKS   See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

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 happenings in these dynamic sectors, where scientific advancements, regulatory decisions, and strategic business initiatives are continuously reshaping the landscape of healthcare. Starting with a significant regulatory update, the FDA has granted Capricor Therapeutics a three-month extension to review Phase 3 data for Deramiocel, a promising treatment targeting upper limb functionality in Duchenne Muscular Dystrophy (DMD). This decision underscores not only the complexity of analyzing data in neuromuscular diseases but also highlights the stringent requirements for treatments that aim to improve quality of life for patients with conditions like DMD. In other regulatory news, Johnson & Johnson has expanded the label for its monoclonal antibody IMAAvy (nipocalimab) to treat warm autoimmune hemolytic anemia. This approval is based on compelling Phase 2/3 clinical data and emphasizes the growing role of monoclonal antibodies in targeting autoimmune disorders. These developments offer promising new therapeutic avenues and signify a shift towards more precise treatment options. Moving to infection control, GSK's Hibsago (bepirovirsen) has received approval in Japan for chronic hepatitis B. This antisense oligonucleotide aims for a functional cure by targeting the hepatitis B surface antigen, representing a significant leap forward in infectious disease management. Similarly, Biocon Biologics' biosimilar pegfilgrastim has been approved in Japan for supportive care in neutropenia, crucial for cancer patients undergoing chemotherapy. These approvals highlight the global acceptance of biosimilars as effective and cost-efficient alternatives. The business landscape is also evolving with noteworthy partnerships and acquisitions. Lundbeck and Eversana are expanding their AI-driven commercialization efforts across the U.S., reflecting how advanced technologies are becoming integral to marketing strategies. Meanwhile, McKesson's $2.25 billion acquisition of Precision Medicine Group underscores the strategic focus on oncology and personalized medicine—an area poised for substantial growth. Innovation continues with AC Immune's positive Phase 1 data for ACI-19764, an oral NLRP3 inhibitor targeting chronic inflammatory disorders. This advancement could potentially revolutionize treatments for inflammation-related conditions affecting cardiovascular and neurological health. In ophthalmology, Bausch + Lomb is pushing forward with its combination eye drop therapy into Phase 3 trials for dry eye disease, demonstrating resilience and commitment despite earlier challenges. Shifting focus to obesity treatment, Eli Lilly's launch of Foundayo in the UK presents formidable competition to Novo Nordisk's Wegovy. This move signifies an intensifying race in obesity management, with potential implications for market dynamics and revenue streams. On the financial front, Hansa Biopharma is gearing up for a potential Nasdaq IPO as it awaits FDA decisions on its kidney transplant drug candidates. Amidst this backdrop, Massachusetts has seen a 25% surge in biotech venture funding this year despite challenges faced by startups. Turning to scientific breakthroughs, Jazz Pharmaceuticals has secured FDA approval for its HER2 bispecific antibody Ziihera as a first-line treatment for HER2-positive stomach cancer. This represents not only a new treatment paradigm but also positions Jazz Pharmaceuticals favorably within an estimated $2 billion market potential. In judicial updates, Merck and AstraZeneca's legal challenges against Medicare's drug price negotiation authority have been dismissed. This outcome supports efforts to reduce healthcare costs through negotiated pricing—a move that could reshape pharmaceutical pricing strategies significantly. Meanwhile, Sentivera's licensing deal focused on inflammatory diseases illustrates the financial potential and therapeutic promise of targeting inflammation—a pathway implicated in numerous serious health conditions. Geopolitical dynamics also play a role as concerns arise about China potentially outpacing U.S. companies in biotech innovation. Such developments may influence future policy decisions regarding international collaborations and domestic investments. Finally, scientific exploration continues to push boundaries with advancements such as human brain organoids providing new insights into neurological disorders and potential therapies. Eli Lilly's collaboration on trans-amplifying RNA vaccines further highlights RNA technology's expanding role post-mRNA vaccine success during COVID-19. As these stories unfold, they paint a picture of an industry marked by relentless innovation and strategic foresight aimed at improving patient outcomes globally. From regulatory hurdles to cutting-edge science, each development contributes to a healthcare environment that is increasingly dynamic and poised for future breakthroughs. Stay tuned as we continue to track these important stories impacting the world of pharmaceuticals and biotechnology.Support the show

FDA extends its review of Capricor Therapeutics' Duchenne muscular dystrophy cell therapy as an unhappy shareholder advocates for change; Merck and Moderna tout positive data for their mRNA-based cancer vaccine; Trump nominates White House aide Heidi Overton as FDA commissioner; and the oral obesity market heats up with rivals Eli Lilly and Novo Nordisk going head-to-head.

Good morning from Pharma Daily: the podcast that brings you the most important developments in the pharmaceutical and biotech world. In the rapidly evolving landscape of pharmaceutical and biotechnology sectors, several significant developments have marked recent progress in drug development, clinical trials, regulatory approvals, and industry partnerships. A landmark partnership between Roche and Hanmi Pharm has been established to develop HM17321, a promising weight loss drug. This collaboration involves a substantial $190 million upfront payment and could reach up to $2.3 billion based on milestone achievements. The high stakes underscore the potential value of addressing obesity through innovative pharmacological interventions, highlighting industry focus on metabolic disorders. Roche's recent $2.5 billion agreement with Hanmi Pharmaceutical emphasizes addressing metabolic disorders through less-explored mechanisms, indicating confidence in its potential to target obesity through novel pathways. Further illustrating industry dynamism, Lundbeck has reported impressive financial performance with a 16% sales growth in the first half of 2026. This growth is driven by the success of Vyepti and Rexulti. Vyepti, an antibody-based therapy for migraine prevention, continues to capture market share due to its efficacy and safety profile. Meanwhile, Rexulti extends Lundbeck's influence in treating major depressive disorder and schizophrenia, solidifying its position in neurological therapies. Significant advancements on the regulatory front have been made for drugs targeting rare diseases and neurological disorders. Spruce Biosciences is advancing toward a fourth-quarter FDA filing for its Sanfilippo syndrome drug following successful manufacturing discussions. This enzyme replacement therapy targets an ultra-rare lysosomal storage disorder with profound neurological impacts on affected children—a vital step forward in addressing unmet medical needs in rare diseases. Moreover, multiple drug approvals across various regions underline regulatory successes. The European Commission has approved Acadia Pharmaceuticals' Daybue (trofinetide) for treating neurobehavioral symptoms in Rett syndrome patients. This approval follows successful Phase 3 trial results and marks an important milestone in managing this severe neurodevelopmental disorder. Similarly, Takeda's Orzeyful (oveporexton), a first-in-class orexin receptor agonist for narcolepsy type 1, has been approved in Japan, emphasizing advancements in targeting orexin deficiency—a key driver of narcolepsy. In oncology developments, Bayer's Hyrnuo (sevabertinib) received approval from Japan's Ministry of Health, Labour and Welfare (MHLW) for HER2-mutant non-small cell lung cancer based on promising Phase 1/2 data. This tyrosine kinase inhibitor represents a novel approach to targeting genetic mutations within cancer cells. Additionally, GC Biopharma's Hunterase has gained approval in India and Taiwan for treating Hunter syndrome (mucopolysaccharidosis type II), utilizing enzyme replacement therapy to address this lysosomal storage disorder affecting multiple organs including the central nervous system. Notably, this therapy demonstrates an ability to cross the blood-brain barrier—a significant technical achievement enhancing treatment efficacy. The regulatory landscape is also evolving with new guidelines such as the UK's MHRA clarifying pathways for microbiome-based medicinal products. These developments underscore the growing interest in microbiome therapies as promising approaches to treating infectious diseases. Amidst these advancements, challenges persist as seen with Regenxbio facing a 22% share drop following an FDA clinical hold on its Hunter syndrome gene therapy RGX-121 due to spine MRI findings. This situation highlights inherent risks associated with cutting-edge gene therapies despite their groundbreaking potential. Overall, these scientific developments and regulatory updates illustrate a vibrant pharmaceutical and biotech industry focused on innovative treatments addressing complex diseases. This momentum promises enhanced patient care while signifying a robust pipeline of therapeutic options poised to transform disease management paradigms across multiple domains. The industry continues to witness significant scientific advancements and regulatory shifts. GlaxoSmithKline's (GSK) achievement of securing the world's first regulatory approval for a hepatitis B vaccine in Japan underscores GSK's leadership in infectious disease prevention—a critical advancement in global public health efforts. Moreover, collaboration between Roche and Eli Lilly culminated in FDA approval for an innovative Alzheimer's biomarker blood test. This diagnostic tool offers a groundbreaking development in Alzheimer's disease management by providing a less invasive method for early detection and monitoring—crucial for improving patient outcomes and tailoring therapeutic interventions. On strategic corporate fronts, Daiichi Sankyo is enhancing its oncology portfolio by promoting Ken Keller to head a new commercialization unit aimed at becoming a top-five oncology player by 2035. This reflects broader industry trends toward specialized therapies offering substantial clinical benefits. Cell therapy sector dynamics are also evident as Cellares' CEO plans operational resizing after losing a significant manufacturing client—a reflection of broader industry dynamics where scaling innovative therapies like automated cell therapy requires balancing operational capabilities with market demands. Berry Street's merger with Healthify aims to expand AI-driven metabolic care by integrating Healthify's AI technology with Berry Street's clinical network—aligning trends toward personalized medicine and digital health integration. On the regulatory front, Spruce Biosciences progresses towards filing for FDA approval of its ultra-rare disease drug candidate emphasizes commitment to developing treatments despite complex pathways promising significant impact for underserved populations. Lastly, TME Pharma remains optimistic about its brain cancer drug nearing partnership conclusions reflecting confidence despite competitive pressures—highlighting key scientific advancements shaping pharmaceutical landscapes emphasizing innovative therapies' focus on improving patient care outcomes through enhanced diagnostics novel therapeutics comprehensive healthcare solutions. Recent developments highlight significant scientific advancements poised to influence patient care trajectories as Capricor Therapeutics received a three-month extension from FDA reviewing additional data refined indication Duchenne muscular dystrophy therapy candidate deramiocel set November 22 action date underscoring FDA commitment thorough evaluation processes providing potential new treatment option pending approval. In contrast, Regenxbio faces FDA hold RGX-121 gene therapy candidate aimed at Hunter syndrome due to small nodules cystic masses spines patients registrational trial highlighting ongoing challenges gene therapy rigorous safety assessments complexities developing advanced genetic treatments. With Roche entering substantial agreement Hanmi Pharmaceutical access investigational obesity drug HM17321 next-generation asset aims induce weight loss enhance lean mass positioning potentially transformative therapy burgeoning weight management market reflecting growing interest competition obesity treatments strategic focus expanding metabolic disorder portfolio. Regulatory business maneuvers paralleled broader industry trends including shifts manufacturing strategies essential advanced therapies innovative approaches underscored recent discussions vivo delivery systems reshaping viral vector production improving efficiency scalability potentially lowering costs accelerating time-to-market further highlighting rigorous safety standards governing clinical research drug development processes landscape therapeutic development continues evolve companies like Novo Nordisk trialing lower maintenance doses oral Wegovy obesity treatment gained significant market traction initiatives reflect ongoing efforts optimize dosing regimens enhance patient compliance outcomes collectively underscore dynamic period pharmaceutical biotech sectors characterized scientific innovation strategic investments regulatory scrutiny implications profound patient care new therapies promise address unmet medical needs navigating complex environments adapt changes influence future drug development strategies therapeutic landscapes significantly events signal not only challenges opportunities companies strive bring novel treatments market safely effectively ultimately aiming improve patient outcomes various disease areas poised intersection technological innovation oversight driving advancements hold potential enhance care expand possibilities.Support the show

Confira no Morning Show desta segunda-feira (24): Um vídeo gravado por um jovem mostra um “cemitério” de celulares roubados em Guaianazes, São Paulo. Cerca de 400 celulares são roubados por dia na cidade. Segundo especialistas, o descarte desses celulares impede o rastreio dos aparelhos. O repórter de política Bruno Pinheiro fala sobre possível interferência nas eleições, conta os detalhes do debate eleitoral deste domingo (23) e comenta as performances de Caiado (PSD), Renan Santos (Missão) e Augusto Cury (Avante). A Polícia Civil de São Paulo deflagrou a Operação Ouro Reverso 2 nesta segunda-feira (24) para desarticular uma rede criminosa envolvida em roubo, receptação e lavagem de dinheiro com joias e alianças de ouro. A Justiça determinou o bloqueio de R$ 34,6 milhões em contas dos investigados e o sequestro de bens. O Estado do Rio de Janeiro já registrou mais de 1600 casos de pessoas que tentam fazer justiça com as próprias mãos. O número vem à tona após um grupo assassinar à pauladas um ciclista suspeito de roubar uma bicicleta. A “justiça com as próprias mãos” é crime e pode fazer vítimas fatais como Cláudio Rafael Landeiro. Em entrevista para a TV Record durante o debate eleitoral para a Presidência da República, o presidente Lula (PT) afirmou não interfirir nas investigações da PF contra seu filho, o Lulinha, e que "não é juiz". O senador e candidato à Presidência da República Flávio Bolsonaro (PL) publicou em suas redes sociais um vídeo afirmando que apesar de não ir no debate eleitoral, ele “quer debater” com o presidente Lula (PT). Flávio ainda disse que Lula está “destruindo o Brasil” e que o presidente acabou com o poder de compra dos brasileiros. O presidente da Colômbia, Abelardo de La Espriella, anunciou que irá encerrar os programas jornalísticos de emissoras públicas as “Emissoras da Paz”, criadas para levar informações à lugares remotos do país durante o período de negociações de pacificação com as Forças Armadas Revolucionárias da Colômbia (FARC) em 2016. A atriz Gabriela Duarte publicou um vídeo nas redes sociais criticando o papel da imprensa após uma entrevista desconfortável para a Folha de São Paulo sobre o retorno aos palcos ao lado da mãe, Regina Duarte, que foi secretária da cultura no governo de Jair Bolsonaro (PL). Gabriela afirmou que “a busca por um recorte político acima do conteúdo artístico” é sensacionalismo. A Agência Nacional de Vigilância Sanitária (Anvisa) aprovou o registro do segundo medicamento genérico de semaglutida no Brasil. A autorização foi concedida à Germed Farmacêutica e publicada nesta segunda-feira (24). A semaglutida é o princípio ativo de medicamentos como Ozempic e Wegovy, da Novo Nordisk, usados no tratamento do diabetes tipo 2 e da obesidade. Mila Siedl esposa do influenciador Lito Sousa, lançou uma campanha para incluir seu marido, diagnosticado com a doença degenerativa de Creutzfeldt-Jakob, em pesquisas experimentais para a cura da enfermidade. O acesso à tratamentos do tipo é muito restrito e ocorre nos Estados Unidos. Quase 20 anos após a morte do excêntrico Enéas Carneiro, a produtora Brasil Paralelo lança um documentário trazendo relatos, vídeos e entrevistas inéditas sobre o professor, médico e político que marcou uma geração. “Meu Nome é Enéas” já está disponível para os assinantes da Brasil Paralelo. O ator americano Terry Crews publicou um vídeo nas redes sociais degustando várias especiarias da culinária brasileira… e melhor, rasgando elogios para nossa comida! Essas e outras notícias você confere no Morning Show.

Good morning from Pharma Daily: the podcast that brings you the most important developments in the pharmaceutical and biotech world. Today, we delve into the latest strategic moves, regulatory updates, and scientific breakthroughs shaping these dynamic industries. Roche is making headlines with its substantial $750 million investment to expand its Genentech facility in Oregon. This expansion is set to double the plant's capacity by 2031, focusing particularly on enhancing its fill-finish manufacturing capabilities. The fill-finish process is integral to drug production, involving the sterilization and filling of drug products into containers for distribution. This move not only underscores Roche's commitment to strengthening its manufacturing infrastructure but also highlights its strategic foresight in bolstering supply chain resilience. By increasing the production of biologics—key players in oncology, immunology, and neurology—Roche is positioning itself to meet growing global demand and potentially accelerate the delivery of critical medications. In other strategic developments, Ambros Therapeutics and Werewolf Therapeutics have decided to join forces in a $150 million merger. This move focuses on developing treatments for Complex Regional Pain Syndrome Type 1 (CRPS-1), a rare pain disorder. The merger signifies a concerted effort to address niche therapeutic areas by pooling resources and expertise in small molecule development. Such alliances are crucial for innovating treatments for conditions that have historically faced unmet medical needs, paving the way for more targeted therapeutic interventions. Aurinia Pharmaceuticals has reached a significant milestone by settling a patent litigation case with Teva Pharmaceuticals. This settlement secures market exclusivity for Aurinia's drug Lupkynis until December 2036. Lupkynis is used in treating autoimmune conditions, and maintaining this exclusivity gives Aurinia a competitive edge by delaying generic competition. It highlights the importance of robust patent protection strategies in sustaining market share and fostering continued investment in drug innovation. On the regulatory front, the FDA has published 55 product-specific guidances aimed at streamlining generic drug development and accelerating ANDA approvals. These guidances play a pivotal role in enhancing the regulatory framework surrounding generic drug manufacturing, especially within oncology. By providing clearer pathways for approval, the FDA facilitates increased competition and potentially reduces drug costs, impacting patient accessibility and healthcare expenditure positively. However, not all news is favorable. Boehringer Ingelheim has voluntarily put on hold its Phase 1 trial of BI 3031185 due to a safety event involving a small molecule oral drug targeting neurological disorders such as borderline personality disorder and ADHD. Safety holds like this one underline the inherent challenges and risks involved in drug development, emphasizing the critical nature of rigorous safety assessments. Furthermore, political pressures are mounting on the FDA as lawmakers urge caution regarding clinical data from China following deaths in gene therapy trials. This situation underscores ongoing concerns about patient safety and data integrity in global clinical trials, which could have significant implications for international collaborations and regulatory policies. In a regulatory setback, Xspray Pharma received a complete response letter from the FDA for Dasynoc (dasatinib), intended for treating chronic myeloid leukemia and acute lymphoblastic leukemia. Such challenges highlight the complexities of securing approvals for oncology drugs where manufacturing issues can impede progress. Xspray Pharma faced another setback as its approval bid for Dasynoc was rejected again due to ongoing manufacturing concerns—underscoring regulatory scrutiny aimed at ensuring drug safety and efficacy standards are met. Turning our attention to neuroscience innovation, Lundbeck is actively evolving its focus under CEO Charl van Zyl's leadership. Nearly three years into his tenure, van Zyl is steering Lundbeck towards becoming a formidable "neuroscience challenger." This strategy underscores the company's commitment to innovation within the field of neuroscience, potentially leading to new therapeutic discoveries and treatments for neurological disorders. Meanwhile, Novo Nordisk's oral GLP-1 receptor agonist Wegovy is regaining traction as Eli Lilly's rival product experiences delays. This resurgence highlights Wegovy's potential impact within the competitive landscape of oral weight-loss solutions aimed at tackling obesity—a condition affecting millions globally. In Europe, Johnson & Johnson secured EU approval for Tecvayli-Darzalex Combo—a milestone that expands treatment options for multiple myeloma patients through combination therapies. In summary, these developments reflect a landscape marked by significant investments in manufacturing capabilities, strategic mergers targeting rare diseases, robust patent strategies protecting market exclusivity, and regulatory efforts to expedite generic drug approvals. Ongoing challenges within clinical trials emphasize safety and efficacy as central concerns. The implications for patient care include enhanced access to innovative treatments through strategic industry collaborations and regulatory facilitation of generics while maintaining stringent safety standards across drug development processes—all contributing towards advancing patient outcomes worldwide.Support the show

Earnings calls are a chance to catch up with the latest developments across Big Pharma and beyond, and last quarter was no different. From the rollout of AI to the oral GLP-1 battle between Novo Nordisk and Eli Lilly and new leadership at Sarepta and Sanofi, it feels like the opportunities and challenges for biopharma have never been greater. In this week’s episode of "The Top Line," Fierce Pharma Senior Editor Fraiser Kansteiner and Fierce Biotech Senior Editor James Waldron share their takeaways from another whirlwind season of earnings calls. Alongside a Q2 scorecard breakdown, the Fierce editors discuss how several new CEOs are finding their footing, which drugs appear poised to cross the $1 billion sales threshold in 2026 and more. To learn more about the topics in this episode: Biopharma saw a Q2 sales boom led by Lilly, Sanofi, Regeneron and Astellas Sanofi’s new CEO ‘looking deeply’ at late-stage pipeline as clinical clearout continues Novo CEO has 'no doubt' on eventual share price recovery as Wegovy pill continues to wow Sarepta’s new CEO Michael Severino faces critical milestones to prove growth See omnystudio.com/listener for privacy information.

In der heutigen Folge sprechen die Finanzjournalisten Nando Sommerfeldt und Holger Zschäpitz über Broadcoms Schuldenplan, Georgs geniale Gas-Idee und die historischen Auswüchse am Anleihemarkt. Außerdem geht es um Walmart, Advance Auto Parts, AutoZone, O'Reilly Automotive, Home Depot, Lowe's, TJX Companies, Coty, JD Sports Fashion, Adidas, Puma, Fresenius, Fresenius Medical Care, Sartorius, UBS, Tonies, Korea Gas Corporation, Vontobel, Alibaba, Deere, Broadcom, Apollo Global Management, Blackstone, Goldman Sachs, Bank of America, Nvidia, Apple, Microsoft, Amazon, Alphabet, TSMC, Meta Platforms, Samsung Electronics, ASML, SK Hynix, Deutsche Börse, Moderna, BioNTech, Eli Lilly, Novo Nordisk, Mini Future Long auf den TTF-Gaspreis von Vontobel, (WKN: VY80G4), Vanguard FTSE Global All-Cap ETF thesaurierend (WKN: A42B1M), Vanguard FTSE Global All-Cap ETF ausschüttend (WKN: A42B1N), Vanguard FTSE Global Small-Cap ETF thesaurierend (WKN: A42B1P), Vanguard FTSE Global Small-Cap ETF ausschüttend (WKN: A42B1Q), Vanguard FTSE All-World ex-U.S. UCITS ETF thesaurierend (WKN: A42B1R), Vanguard FTSE All-World ex-U.S. ETF ausschüttend (WKN: A42B1S), SPDR MSCI ACWI IMI ETF (WKN: A1JJTD), Vanguard ESG Global All Cap ETF thesaurierend (WKN: A2QL8U), Vanguard FTSE All-World ETF thesaurierend (WKN: A2PKXG), Vanguard FTSE All-World ETF ausschüttend (WKN: A1JX52). Am 2. Oktober findet unser „Alles auf Aktien“-Summit in Berlin statt. Mit dem Code „AAAFRIENDS“ sparst du 50 Prozent auf dein Ticket – aber nur unter folgendem Link: https://veranstaltung.businessinsider.de/event/financesummit26/summary?rp=c6dc55d6-6f4f-4fb4-b75f-3f3501d84859 Wir freuen uns an Feedback über aaa@welt.de. Holt euch jetzt den exklusiven NordVPN-Deal inkl. 4 Bonusmonaten mit dem Code Allesaufaktien oder unter https://nordvpn.com/allesaufaktien 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

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 some of the latest advancements and achievements across this dynamic industry, where innovation is reaching new heights and regulatory landscapes are continuously evolving. In a groundbreaking moment for gene therapy, Ultragenyx has secured the first FDA approval for its gene therapy product, Genglycos (DTX401), aimed at treating Glycogen Storage Disease Type Ia. This rare metabolic disorder has long posed significant challenges due to the body's inability to convert glycogen into glucose. Using an adeno-associated virus vector to deliver the therapeutic gene, Genglycos has shown significant clinical efficacy in Phase 3 studies, offering new hope for patients with limited options. This achievement underscores gene therapy's potential to transform the management of metabolic diseases and sets a precedent for future innovations in treating genetic disorders. Shifting focus to monoclonal antibodies, Regeneron has received FDA approval for Pasatru (Garetosmab), a treatment for Fibrodysplasia Ossificans Progressiva (FOP), a rare and debilitating bone disease. Pasatru targets Activin A to reduce unwanted bone formation outside the normal skeleton, marking a strategic use of monoclonal antibodies in managing rare conditions. This approval provides another therapeutic avenue for FOP patients and highlights the critical role monoclonal antibodies play in addressing complex medical challenges. On the technological front, Vitestro's Aletta has become the first FDA-approved robotic blood draw device. This innovation addresses the current shortage of phlebotomists and promises enhanced efficiency in healthcare settings. The integration of robotics into routine medical procedures exemplifies how technological advancements can optimize healthcare delivery, improving patient experiences and operational workflows. In regulatory news from the UK, NICE's endorsement of Eli Lilly's once-weekly insulin Onswik for NHS coverage marks a significant step forward in diabetes management. By facilitating access to innovative treatments with more convenient dosing regimens, this approval aims to enhance patient compliance and outcomes significantly. Business development continues to drive innovation across various therapeutic areas. Eli Lilly's collaboration with Amplitude Therapeutics on an RNA vaccine platform signifies a focused effort to harness cutting-edge technologies against infectious diseases. Similarly, Chai Discovery's partnership with Bristol Myers Squibb leverages AI and machine learning to accelerate antibody discovery, showcasing how AI is reshaping drug discovery paradigms. Funding initiatives further reveal industry trends. Kynexis's successful EUR97 million Series A raise will advance its cognitive impairment schizophrenia drug toward registrational development. Such investments underscore confidence in neuroscience therapeutics and emphasize a growing focus on addressing cognitive disorders through novel small molecules. Despite these advancements, challenges persist. Amgen's decision to terminate its collaboration with TScan Therapeutics on a Crohn's disease project due to strategic realignments highlights ongoing industry shifts. Moreover, regulatory recalls impacting product safety continue to underscore the importance of maintaining rigorous standards. In other significant developments, Novo Nordisk is exploring smaller doses of its weight management drug Wegovy through a Phase 3 trial. This study reflects an industry trend towards optimizing drug formulations for enhanced efficacy and patient compliance. On the legal front, Aurinia Pharmaceuticals reached a settlement with Teva Pharmaceuticals to delay a generic version of its lupus drug Lupkynis until late 2036. This agreement secures Aurinia's market position while providing a buffer period to maximize revenue from its patented formulation. Amid geopolitical tensions, Chinese biotech companies remain confident in navigating international markets, reflecting resilience and underscoring China's growing influence in global biotech innovation. The field also observes notable movements such as Boehringer Ingelheim's improved standing in rare disease reputation rankings and B. Braun Medical's IV solution recall due to contamination concerns—highlighting ongoing challenges in product safety and quality assurance. As we wrap up, these discussions showcase an industry rapidly evolving through scientific breakthroughs, strategic collaborations, and regulatory successes. The implications are profound: from more effective therapies for rare conditions to leveraging technological advances for streamlined R&D processes. The pharmaceutical and biotech sectors are on a promising trajectory that could redefine patient care and drug development paradigms globally. Thank you for tuning into Pharma Daily; stay informed about the latest developments shaping our industry.Support the show

De danske selskaber fortsætter rækken af opjusteringer - nu også fra Novonesis og GN. Torsdagen byder også på regnskaber fra ALK og Gubra, og Millionærklubben zoomer især ind på medicinalsektoren, der er meget mere end Novo Nordisk. Hvor er det godt at sætte sine penge lige nu? Amerikanske Moderna blev verdenskendt for sin coronavaccine, og nu er selskabet tilbage i overskrifterne med en potentielt vaccine mod modermærkekræft. Det sendte onsdag aktien op med 170 pct. på én dag. I studiet er Lau Svenssen, stifter og chefanalytiker hos Svenssen og Tudborg - og undervejs taler vi bl.a. med ALK-topchef Peter Halling og senioranalytiker i Sydbank Søren Løntoft. Vært: Lasse Ladefoged, journalistisk chef, Euroinvestor (lala@euroinvestor.dk)See omnystudio.com/listener for privacy information.

Oil Reserves taking a hit. Finally getting to the recent high profile earnings. Market Top Calls (again). ALL TIME HIGHS – Then some consolidation (then highs again). Situational Awareness Update. SpaceX Bounces… PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? PayPal.Donation.Button({ env:'production', hosted_button_id:'JJJHP2GDEJC7J', image: { src:'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt:'Donate with PayPal button', title:'PayPal - The safer, easier way to pay online!', } }).render('#donate-button'); Follow John S. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - Oil Reserves taking a hit - Getting to the recent high profile earnings - Market Top Calls (again) Markets - ALL TIME HIGHS - Then some consolidation - Lets round out earnings - Situational Awareness Update - SpaceX Bounces... Etsy - Layoffs With Better Numbers - Etsy is cutting about 220 jobs, or 12% of its workforce. - Management said the cuts were not primarily about cost savings or AI. ----- CEO Kruti Patel Goyal stated the restructuring aims to simplify the organization, remove management layers, and speed up decision-making to better compete against massive rivals like Amazon, Temu, and TikTok Shop - Q2 revenue was about $668 million and core marketplace sales improved. - Etsy also authorized another $2 billion share buyback. - Comes after selling Depop to eBay for about $1.4 billion. Polysilicon - Tariffs Plus Price Floors - U.S. policy adds a 15% tariff and minimum import prices on polysilicon and solar products. - Goal is to protect domestic production from low-cost foreign competition. - U.S. share of global polysilicon capacity fell from about 50% in 2005 to under 2% in 2024. - First Solar and T1 Energy jumped on the announcement. ---- The same playbook - rinse and repeat Chipotle - Salmonella Returns - Minnesota officials linked a salmonella outbreak to jalapenos served at Chipotle. - Chipotle removed the affected pepper supply and switched growers. - Shares fell roughly 8%-10% as investors remembered the company's earlier food-safety problems. - This is on top of the lettuce situation with Sweetgreen- look at  STOCK CHART FOR SG Michael Burry - Calling a Major Top - Michael Burry says the market may be near a "major top." - Warned of the possibility of a 1987-style market drop. - He is short names including Nvidia, Palantir, Tesla and semiconductor stocks. - Main concern is stretched valuations and crowded trades unwinding quickly. - This may be the 100th top he has called since the GFC ---- NVIDIA TURNS GPUs INTO AN ASSET CLASS - Nvidia signed preliminary agreements with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR to mobilize more than $500 billion for AI infrastructure. - The Wall Street firms would create dedicated pools of capital to finance Nvidia-based data centers and compute infrastructure at what Nvidia calls attractive rates for customers. - Jensen Huang: “This is really the first time that technology chips have become an investable asset class.” Nvidia says the compute assets now generate revenue and can increasingly be financed like infrastructure. - Nvidia could backstop as much as 25% of individual investments on a case-by-case basis - potentially up to about $125 billion if applied across the full program. STRATEGIC PETROLEUM RESERVE BREAKS 300 MILLION - The Strategic Petroleum Reserve fell by 6.1 million barrels to 298.7 million barrels for the week ended Aug. 7 - below 300 million for the first time since January 1983. - The SPR started 2026 around 415 million barrels, meaning more than 100 million barrels have already come out this year as releases were used to offset disruptions from the Iran conflict. - The reserve's authorized storage capacity is roughly 714 million barrels, leaving current inventories at about 42% of capacity. - Oil on the rise last week Earnings and such Toyota - Big Buyback, Better Outlook - Toyota raised its annual operating-profit forecast 13%, helped by the weaker yen. - Announced a share buyback worth up to $6.3 billion. - Quarterly operating profit still fell 9%, hurt by China weakness and higher Middle East-related costs. McDonald's - Value Problem - U.S. same-store sales rose just 0.8%, below expectations and well below last year's 2.5% growth. - Management blamed weak execution of value promotions and fewer digital deals. (and probably because everyone is taking weight loss drugs - see above) - Lower-income customer traffic remains a major pressure point. - McDonald's is bringing back more digital offers and loyalty promotions to drive traffic. Eli Lilly - Weight-Loss Machine - Lilly crushed Q2 expectations as Mounjaro and Zepbound drove most of the growth. - Mounjaro sales hit $9.94 billion; Zepbound brought in $4.93 billion. - Raised 2026 revenue guidance to $85-$87 billion. - Verzenio, its major breast-cancer drug, remains one of Lilly's biggest non-obesity products. - Lilly continues widening its lead over Novo Nordisk in the obesity-drug market. Disney - Parks Keep Printing Money - Quarterly adjusted EPS rose 28% to $2.06, beating the $1.86 estimate. - Parks and experiences revenue increased 10% to nearly $10 billion. - Global park attendance grew 4%. - Disney is selling its 50% stake in A+E Networks to Hearst for an estimated $1.2 billion. Oil - OPEC Adds Barrels, Maybe - OPEC+ agreed to raise September production targets by another 188,000 barrels per day. - The increase completes the rollback of a 1.65 million-barrel-per-day supply cut dating back to 2023. (In other words - planned so not a surprise) - Actual supply remains constrained because several producers are already pumping below quota. - Any normalization around the Strait of Hormuz could suddenly make OPEC+'s additional barrels much more important. Berkshire Hathaway - Greg Abel Starts Spending - Q2 operating earnings rose 16% to about $13 billion. - Berkshire bought $23.5 billion of stocks and sold just $3.7 billion - its first quarter as a net stock buyer in 14 quarters. - Bought back $4.5 billion of Berkshire shares, versus only $235 million in Q1. - Cash dropped from roughly $380 billion to $365 billion as Abel starts putting the massive cash pile to work. - Important shift: Buffett is still chairman, but this is one of the clearest signs yet of how Greg Abel may allocate capital differently as CEO. Situational Awareness - Nearly Blows Up, Investors Want Back In - The fund lost 67% in July after leveraged AI bets collapsed and forced a major stock sale to Citadel. - Despite the blowup, Situational Awareness was still up about 80% for 2026 because of huge earlier gains. - Bloomberg says Silicon Valley investors are already asking to put more money into the fund. - Situational Awareness is currently telling prospective investors it is not accepting new capital. - The fund has also continued making large private investments even after the near-collapse. --- Most recent was a $400B ---- There is some talk that Citadel made out like a bandit on the rescue Mercedes AMG - The Car Literally Brands You - Two Mercedes AMG owners filed a class-action lawsuit claiming the metal AMG logo embedded in the seat becomes dangerously hot in the sun. - One driver says he suffered first- and second-degree burns, with a dermatologist describing the injury as "AMG inscribed." - The lawsuit wants Mercedes to cover damages and remove the metal logos from affected vehicles. - Hard to beat this one: pay AMG money and get the logo branded into your back. Europe's Drought - History Starts Popping Out - Extreme drought and low river levels are exposing things that have been underwater or hidden for decades or centuries. - In Serbia, sunken German World War II warships have reappeared in the Danube. - In Britain, dry ground revealed outlines of medieval buildings; mammoth remains and ancient structures have also surfaced elsewhere. - Serious drought story, but visually one of the strangest side effects of the summer. Golden Toilet - $6 Million Flush - The 18-carat gold toilet was ripped out of Blenheim Palace in a five-minute raid and has never been recovered - but there is a conviction. - Prosecutors used phone data, forensic evidence and planning activity to link the gang to the theft. - One defendant had cased the palace beforehand and photographed entry points; another man had already pleaded guilty and admitted helping move the stolen gold. - Prosecutors believe the 98-kilo toilet was quickly cut up or melted down and sold as gold. - So the conviction was based on evidence of the robbery and disposal - not on recovering the actual toilet. Final Follow Up SpaceX - Space Junk Smashes Into the Moon - A dead SpaceX Falcon 9 rocket stage crashed into the moon at about 5,400 mph after drifting through space since January 2025. - The roughly 4-ton, school-bus-size object kicked up a lunar dust plume that astronomers detected from Chile. - The impact was accidental - solar activity and gravity gradually pushed the abandoned rocket stage onto a collision course. - NASA and SpaceX are now discussing ways to prevent future lunar crashes as more hardware heads toward the moon. - NEED Space garbage Trucks - something we have discussed on show for years (see next) Space Garbage Trucks - This Is Becoming a Business - Astroscale is building spacecraft designed to inspect, capture and remove dead satellites and other orbital debris. - Its ADRAS-J mission demonstrated close approach and inspection of a large piece of existing space junk - a key step before actually grabbing and removing debris. - ClearSpace is developing similar debris-removal spacecraft, including missions designed to rendezvous with and capture abandoned rocket hardware. - The business model is basically orbital towing: governments and satellite operators pay to remove dangerous junk or service aging spacecraft. - With tens of thousands of tracked objects already in orbit, "space sanitation" could become a real infrastructure business.   Love the Show? Then how about a Donation? PayPal.Donation.Button({ env: 'production', hosted_button_id: 'JJJHP2GDEJC7J', image: { src: 'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt: 'Donate with PayPal button', title: 'PayPal - The safer, easier way to pay online!' } }).render('#donate-button-2'); THE CLOSEST TO THE PIN for SpaceX (SPCX) Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt!   FED AND CRYPTO LIMERICKS   See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

In this episode, Professor Maria Fleseriu and Professor Shlomo Melmed discuss the development of the consensus recommendations and explore how remission and disease control should be defined and assessed in clinical practice. They also highlight the importance of identifying and managing comorbidities, a key focus of the updated recommendations. This educational podcast series is intended for US healthcare professionals only. It was developed by expert faculty in collaboration with The Pituitary Society and Amiculum, with support from Recordati Rare Diseases through an independent educational grant. Recordati Rare Diseases had no involvement in content development, speaker selection, or editorial decisions. Discussions in this series are informed by the 2025 consensus on therapeutic outcomes in acromegaly (Melmed S et al. Nat Rev Endocrinol 2025;21:718–37).   Speaker disclosures: Maria Fleseriu (Oregon Health and Science University, Portland, USA). Research grants to her university from Crinetics Pharmaceuticals and Debio. Scientific consulting fees from Crinetics Pharmaceuticals, Camurus AB, Marea and Recordati Rare Diseases. Shlomo Melmed (Cedars-Sinai Pituitary Center, Los Angeles, USA). Consulting honoraria and speaker fees from Camurus AB, Marea Therapeutics, Novo Nordisk and Recordati Rare Diseases.    

For more information regarding this CME/CE activity and to complete the CME/CE requirements and claim credit for this activity, visit:https://www.mycme.com/courses/unmasking-residual-inflammatory-risk-in-cardiorenal-disease-10898Program DescriptionCardiorenal-inflammatory syndrome is driven by silent, underlying inflammation in which cellular irritants trigger the intracellular NLRP3 inflammasome. This activation releases a signaling cascade along the IL-1β–IL-6 axis, driving endothelial dysfunction, plaque instability, and nephron fibrosis. Among patients with overlapping atherosclerotic cardiovascular disease and chronic kidney disease, persistent systemic inflammation acts as an independent, primary driver of major adverse cardiovascular events and functional renal decline, necessitating a shift from a purely metabolic management model to an immunologic paradigm.This CME/CE podcast provides clinicians with a practical framework to identify and manage residual inflammatory risk in daily clinical practice. The activity details protocols for expanding routine risk assessments beyond standard lipid panels, defining high-priority patient populations for mandatory hsCRP screening, and applying dual heart-kidney protective strategies. Participants will gain actionable pearls to recognize inflammatory risk earlier, optimize screening workflows, and improve long-term outcomes for complex cardiorenal patients.Educational ObjectiveAt the conclusion of this activity, participants should be better able to:Differentiate the pathophysiologic roles of IL-6, IL-1β, and the NLRP3 inflammasome in the bidirectional inflammatory cycle of ASCVD and CKDApply evidence-based screening protocols using hsCRP to identify patients with residual inflammatory riskAccredited ProvidersThe Association of Black Cardiologists, Inc. and the National Association for Continuing Education in partnership with the Academy of Physician Associates in CardiologyThe Association of Black Cardiologists, Inc. (ABC) is accredited by the Accreditation Council for Continuing Medical Education (ACCME) to provide continuing medical education for physicians.Association of Black Cardiologists, Inc. designates this enduring material for a maximum of 0.25 AMA PRA Category 1 Credits™. Physicians should claim only the credit commensurate with the extent of their participation in the activity.This activity has been planned and implemented in accordance with the Accreditation Standards of the American Association of Nurse Practitioners® (AANP) through the joint providership of the National Association for Continuing Education (NACE) and The Association of Black Cardiologists, Inc. (ABC). NACE is accredited by the AANP as an approved provider of nurse practitioner continuing education. Provider number 121222. This activity is approved for 0.25 contact hours (which includes 0 hours of pharmacology).FacultyPaul Ridker, MD, MPHEugene Braunwald Professor of MedicineHarvard Medical SchoolMedical Institution Mass General Brigham HospitalBoston, MADr Ridker has disclosed the following financial relationships:Consultant: Agepha, Ardelyx, AstraZeneca, BioAge, Boehringer Ingelheim, Cardio Therapeutics, Cardiol Therapeutics, Caristo, CSL Behring, Eli Lilly, GlaxoSmithKline, HeartFlow, NewAmsterdam Pharma, Nodthera, Novartis, Novo Nordisk, SOCAR, Tourmaline BioAdvisor/Advisory Board: Eli Lilly, Novo NordiskContracted Research: Bristol Myers Squibb, Kowa, Novartis, Novo Nordisk, PfizerAll of Dr Ridker's disclosures are related to atherosclerosis.Eldrin Lewis, MD, MPHChief, Division of Cardiovascular MedicineSimon Stertzer, MD, Professor of MedicineStanford University School of MedicinePalo Alto, CADr Lewis has disclosed the following financial relationships:Consultant: Akebia (kidney disease), Astra Zeneca (heart failure), Dal-Cor (hyperlipidemia), Intellia (genetic editing), Merck (heart failure)All of Dr Lewis' disclosures are related to atherosclerosis.All of the relevant financial relationships listed for these individuals have been mitigated.Nurse Planner and Peer ReviewerMarjorie Crabtree, DNP, FNP, ANPHaymarket Medical EducationSteering CommitteeNurse Practitioner Healthcare FoundationAccredited Provider Program DirectorBellevue, WADr. Crabtree has no relevant conflicts of interest with any ACCME-defined ineligible company.APAC Planning CommitteeLaura Ross, PA-CAdjunct Professor Bethel UniversityPA ProgramDirector, Heart Disease Prevention and Lipid ClinicPark NicolletSt. Louis Park, MNLaura Ross has no relevant conflicts of interest with any ACCME-defined ineligible company.Association of Black Cardiologists Planning CommitteeTierra DillenburgSenior ManagerCME/CE Administration & Special ProjectsAssociation of Black Cardiologists, Inc.Tierra Dillenburg has no relevant conflicts of interest with any ACCME-defined ineligible company.Commercial SupporterThis activity is supported by an independent educational grant from Novo Nordisk.Please visit  http://naceonline.com to engage in more live and on demand CME/CE content.

August 12, 2026: Your daily rundown of health and wellness news, in under 5 minutes. Today's top stories: Hims CEO Andrew Dudum says the company plans to offer approved peptides by year-end, leveraging 19% subscriber growth to 2.9 million as a distribution channel Abbott's Lingo glucose data integrates with Google Health's AI Coach, joining Abbott's Whoop investment and Lilly's Oura stake in the race to connect health data AWS becomes Novo Nordisk's strategic AI partner, launching a joint hub as Amazon's Bio Discovery platform accelerates drug development alongside NVIDIA and OpenAI Today's episode is brought to you by AIIR — a modern communications and experiential agency for health, wellness, fitness, and performance brands. From earned media to events and creator-led campaigns, AIIR helps companies sharpen their story, earn attention, and build trust that compounds. Visit https://aiir.agency to learn more. More from Fitt: Fitt Insider breaks down the convergence of fitness, wellness, and healthcare — and what it means for business, culture, and capital. Subscribe to our newsletter → insider.fitt.co/subscribe  Work with our recruiting firm → https://talent.fitt.co/ Follow us on Instagram → https://www.instagram.com/fittinsider/ Follow us on LinkedIn → linkedin.com/company/fittinsider  Reach out → insider@fitt.co 

SpaceX on the move in after-hours trading on the back of its first earnings report since going public. Can investors expect SpaceX to blast off, or will the aerospace giant sink even further below its IPO price?Then, major Pharma earnings from giants like Pfizer and Merck beating Wall Street estimates with Amgen and Eli Lilly on deck. Founder and CEO of Portal Innovations John Flavin lays out the best trades in the Pharma market, and his reaction to Novo Nordisk's slide after disappointing guidance. Plus, why Morgan Stanley is bearish on AMD, digging into Caterpillar earnings, and can McDonald's make a comeback? Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Novo Nordisk's CEO checks in on his first year at the helm, and Russia is quietly assembling a "shadow fleet" of ships to circumvent EU sanctions. Plus, we take a deep dive into a historic joint intervention in Japan's currency.Mentioned in this podcast:‘Arrogance kills': Novo chief injects risk-taking into Ozempic-makerAstraZeneca investors raise concerns over mega-merger talksRussia expands shadow LNG fleet ahead of EU banTeam America: Yen policeJapan vows further yen intervention with US if neededListen to Unhedged on Apple Podcasts, Pocket Casts or Spotify.Want to get in touch? Email us at podcasts@ft.comNote: The FT does not use generative AI to voice its podcasts The FT News Briefing is produced by Victoria Craig, Sonja Hutson, Saffeya Ahmed and Katya Kumkova. Our editor is Marc Filippino. Our show is mixed by Sam Giovinco and Alex Higgins. Additional help from Gavin Kallmann, Michael Lello, Peter Barber and David da Silva. Our intern is Cole van Miltenburg. Special thanks to Nisha Patel. Our executive producer is Topher Forhecz. Flo Phillips is the FT's global head of audio. The show's theme music is by Metaphor Music. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

U.S. Treasurys popping to end the week as the 2 Year hits a near two-decade high and the 10 Year reaches highs not seen since January 2025. The traders break down the reason behind the surge and if this could affect the next Fed rate decision. Then, Novo Nordisk tumbling after a heart medicine trial failure. Mizuho securities healthcare sector specialist Jared Holz lays out how the company can coarse correct, and what this means for the broader pharmaceutical space. Plus, Amazon surging 15% on the back of its earnings while Exxon loses steam, and counting down to SpaceX's earnings report as the aerospace giant trades well below its IPO price. Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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

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.