Podcasts about Novo Nordisk

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

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

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 der heutigen Folge sprechen die Finanzjournalisten Lea Oetjen und Philipp Vetter über den Kurssprung von Vestas, die neue Prognose von TKMS und ein pikantes Detail aus Norwegen. Außerdem geht es um CoreWeave, Meta, Super Micro Computer, Nebius, Rocky Mountain Chocolate, Lumentum, Cerebras Systems, StubHub, Cisco, Coherent, Infineon, Suss Microtec, Siltronic, Siemens Energy, Nordex, E.on, SpaceX, Tesla, Yum! Brands, Yum China, Wendy's, McDonald's, Restaurant Brands International, Cava Group, Sweetgreen, Chipotle, Novo Nordisk, Eli Lilly, Costco, Cooper Companies und Johnson & Johnson. 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. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und – ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

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 

After two rejections, Replimune has made it across the regulatory finish line with its twice-rejected therapy for advanced melanoma. Meanwhile, the last of the major pharmas, including Eli Lilly and Novo Nordisk, reported second quarter earnings, and psychedelics made headlines once again.

In der heutigen Folge sprechen die Finanzjournalisten Lea Oetjen und Philipp Vetter über den 500-Milliarden-Dollar-Plan von Nvidia, den GameStop-Rückzieher und die finanzielle Intel-Renaissance nach 55 Jahren. Außerdem geht es um Apollo Global Management, Blackstone, Goldman Sachs, KKR, Microsoft, Berkshire Hathaway, MarineMax, Varex Imaging, Teledyne Technologies, Apple, Jefferies, eBay, Boeing, Archer Aviation, Qiagen, Deutsche Bank, Deutsche Telekom, Stabilus, Covestro, Thyssenkrupp, BP, Lanxess, BASF, Natco Pharma, Novo Nordisk, Aspen Pharmacare, Sun Pharmaceutical, CSPC Pharmaceutical, AstraZeneca, Dr. Reddy's, FactSet. 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. Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und – ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Good morning from Pharma Daily: the podcast that brings you the most important developments in the pharmaceutical and biotech world. Today, we're diving into a landscape marked by remarkable scientific breakthroughs, strategic alliances, and regulatory milestones that are shaping the future of healthcare. Novo Nordisk is making waves with its new partnership with Amazon Web Services, utilizing artificial intelligence to accelerate drug discovery for chronic diseases. By integrating cloud computing and machine learning models, this collaboration highlights the increasing role of digital transformation in drug development. Novo Nordisk's commitment to innovation is further underscored by the launch of a new London Innovation Hub, enhancing research capabilities in the UK and demonstrating how technology can streamline the development of novel therapeutics. In clinical trial news, Silence Therapeutics has achieved a significant milestone with its investigational therapy Divesiran. This small interfering RNA therapeutic met primary endpoints in a Phase 2 trial for polycythemia vera, highlighting the potential of RNA-based therapies in treating complex blood disorders. Meanwhile, AbCellera's monoclonal antibody therapy ABCL635 has shown promising Phase 2 data for alleviating menopause-related hot flashes, surpassing existing treatments and underscoring the potential of targeted biologics in women's health. Regulatory achievements are further advancing personalized medicine. LabCorp received FDA approval for its PGDx elio tissue complete CDx companion diagnostic for BRAF-mutant advanced melanoma. This tool is pivotal for identifying patients who could benefit from targeted therapies, enhancing precision medicine approaches in cancer treatment. Similarly, AstraZeneca's Calquence and Enhertu have received notable endorsements, reinforcing the critical role of regulatory bodies in facilitating access to innovative treatments. The industry's business landscape is vibrant with strategic partnerships and acquisitions aimed at advancing therapeutic pipelines. Sobi's $580 million deal with Innate Pharma to advance lacutamab through Phase III lymphoma trials underscores how combining expertise can accelerate drug development and commercialization efforts. Financially, companies like Denali Therapeutics are surpassing revenue expectations with products like their enzyme replacement therapy Avlayah for Hunter syndrome, while fundraising activities are empowering biopharmaceutical companies to drive forward pain and oncology initiatives. Despite these advances, challenges persist. Sionna Therapeutics' recent clinical setback in cystic fibrosis reinforces Vertex Pharmaceuticals' dominance in CFTR modulator therapies. Additionally, Tenax Therapeutics encountered disappointment with TNX-103 failing to meet primary endpoints in a Phase 3 trial for pulmonary hypertension associated with heart failure. Manufacturing capabilities are also a focal point as Bristol Myers Squibb plans a substantial investment in Houston, reflecting an industry trend towards expanding infrastructure to meet demand and ensure supply chain resilience. However, compliance remains critical, as seen with Scholar Rock's decision to drop Novo Nordisk's Catalent facility following an FDA inspection. In contrast to setbacks, some companies are achieving breakthroughs. Jazz Pharmaceuticals' acquisition of Actio Biosciences aims to enhance their epilepsy treatment portfolio by integrating clinical-stage assets into its pipeline—a strategic move reflecting ongoing consolidation within the industry. The promise of genetic-targeted therapies is vividly illustrated by Biogen's ALS treatment Qalsody, marking a major scientific breakthrough as the first FDA-approved drug targeting a genetic cause of ALS. Patients have reported symptom stabilization and improvement—a significant advancement given ALS's progressive nature. Meanwhile, psychedelics are emerging as transformative agents in psychiatric medicine. As traditional medications often fall short, psychedelics offer hope for innovative mental health therapies supported by growing clinical and policy backing. However, navigating regulatory landscapes remains challenging. The FDA's recent actions illustrate ongoing struggles to balance innovation with oversight amidst leadership transitions. Real-world evidence is increasingly influencing regulatory decisions—reshaping how companies approach market access strategies by integrating patient experiences into evidence-based decision-making. In oncology, Replimune's melanoma drug has finally earned FDA approval after previous setbacks—a testament to persistence and the potential impact of innovative cancer therapies on patient outcomes. These developments underscore a dynamic pharmaceutical and biotech industry where breakthrough technologies like genetic-targeted therapies and psychedelics promise transformative impacts on patient care. Yet, they also highlight the complexities of bringing these innovations to market amidst stringent regulatory standards and competitive pressures. As we continue to track these stories, one thing is clear: the relentless pursuit of novel treatments remains at the forefront of advancing global healthcare.Support the show

Novo Nordisk’s second-quarter earnings results this week were closely watched by analysts and investors eager to see whether the rollout of oral Wegovy could neutralize concerns about the pharma’s pipeline. Fierce spoke to Novo’s chief financial officer, Karsten Munk Knudsen, to dig into the figures, including the reasons behind the company’s decision to raise its full-year guidance and the launch of oral Wegovy across Europe. In the candid conversation, Knudsen also reflected on Novo’s “rollercoaster” journey in obesity, his approach to pursuing long-term growth for the company and why he’s “still optimistic” about CagriSema despite recent setbacks. To learn more about the topics in this episode: Novo CEO accepts ‘couple of setbacks’ in R&D as CagriSema posts more mixed data Novo CEO has 'no doubt' on eventual share price recovery as Wegovy pill continues to wow ‘I’m a lot more optimistic today’: Mike Doustdar tells Fierce about pivotal first year as Novo Nordisk CEO See omnystudio.com/listener for privacy information.

What does it really mean to make a profit — and why do so many mission-driven companies eventually betray the very things that made them great? In this episode, Eric Ries, creator of The Lean Startup and founder of the Long-Term Stock Exchange, joins Amie Vaccaro and Jonathan Jackson to discuss his new book Incorruptible: Why Good Companies Go Bad and How Great Companies Stay Great. Eric dismantles the conventional definition of profit and offers a radical replacement — profit as the maximization of human flourishing — then explains "financial gravity," the unconscious pull that bends organizations toward the values of whoever holds the money, whether investors or donors. Through the origin stories of Costco and Novo Nordisk, he shows how "mission lock" structures protected both companies — in Novo Nordisk's case, preserving the research that became Ozempic and creating over $500 billion in shareholder value. The conversation closes with practical power for everyone else: a "no-courage activism" question any job candidate can ask, and why every transaction you make transmits your values. As Eric puts it: "You're not stuck in traffic — you are traffic."Related Resources:https://theleanstartup.com/ ⁠– Eric's foundational methodology and NYT bestseller on entrepreneurship and continuous innovation.Long-Term Stock Exchange (LTSE) – The stock exchange Eric founded to support companies built for long-term value creation.Answer.AI – The AI R&D lab founded by Eric Ries and Jeremy Howard.B Lab / B Corp Certification – The certification body behind B Corps; Dimagi was the first B Corp/PBC in Massachusetts, referenced in the conversation.Novo Nordisk Foundation – The mission-guardian foundation whose governance structure blocked the merger that would have killed GLP-1 research.Sign up to our newsletter⁠, and stay informed of Dimagi's workWe are on social media - follow us for the latest from Dimagi: ⁠LinkedIn⁠, ⁠Twitter⁠, ⁠Facebook⁠⁠⁠, ⁠Youtube⁠⁠⁠⁠If you enjoy this show, please leave us a 5-Star Review and share your favorite episodes with friends. Hosts: ⁠Jonathan Jackson⁠ and ⁠Amie Vaccaro

Meta is keihard op de vingers getikt in New Mexico. Het moet van de rechter ruim een half miljard dollar betalen, omdat platformen als Instagram veel te verslavend zijn voor minderjarigen. Maar daar blijft het niet bij. Ook moet het ineens aan allerlei strenge regels voldoen. Regels die het voor Meta (en adverteerders) ineens een stuk minder leuk maken. Deze aflevering kijken we naar deze tegenvaller. Een tegenvaller die sowieso niet op zichzelf staat. Er komen nog heel veel rechtszaken aan in heel veel Amerikaanse staten. Waarvoor Meta zelf 'maar' 2,4 miljard dollar achter de hand heeft gezet. Is dat te weinig? We zoeken het uit. Kijken we ook of die strenge regels het bedrijf niet veel meer gaan kosten dan die miljardenboetes. De Czechoslovak Group (CSG) komt ook voorbij. Het defensiebedrijf kwam voor de tweede keer als Amsterdams beursbedrijf met de kwartaalcijfers. Cijfers die aanvankelijk goed werden ontvangen. Beleggers waren blij met de extra omzet, vooral door orders uit Azië. Al verdween dat enthousiasme in de middag ineens weer. Verder hebben we het deze aflevering over president Trump die poeslief is voor Fed-baas Kevin Warsh. Rente verlagen? Graag, maar Warsh gaat er zelf niet helemaal over. Aldus een opvallend milde Trump. Ook aandacht voor Philip Morris. Dat wordt op de vingers getikt vanwege hun AI-beleid. En je hoort over Volkswagen. De voorzitter van de RvC roept de ceo op om flink te bezuinigen. Te gast: Erik Mauritz van Trade Republic BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Je hoort hem ook in de BNR-podcast Moerdijk: dorp van de rekening. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie.See omnystudio.com/listener for privacy information.

Det er præcis ét år siden, at Mike Doustdar havde første arbejdsdag som ny topchef i Novo Nordisk. Har han overrasket positivt? Hvad er hans svage og stærke sider? Og er han i virkeligheden blot en overgangsfigur udnævnt af Novos stærke mand, bestyrelsesformand Lars Rebien? Det diskuterer panelet i denne episode af Lunde & Linding. Deltagere: Niels Lunde, erhvervskommentator på Finans Søren Linding, debatredaktør og erhvervskommentator på Finans Vært: Rasmus Bendtsen, redaktør på Finans Podcastredaktør: Kasper SøegaardSee omnystudio.com/listener for privacy information.

Na een ijzersterk kwartaalcijferseizoen, waarin de AEX nieuwe recordstanden noteerde, maken we in deze aflevering van de IEX Beleggerspodcast de balans op. Gaat het niet een beetje té goed?Pieter Kort ontvangt aan tafel een multidisciplinair team van analisten: technisch analist Wouter Slot (IEX/Tostrams) en fundamenteel analist Hildo Laman.Onderwerpen in deze podcast:Er zit weer beweging de goudprijsDe AEX heeft de 1.200 in het vizierWaarom beleggers zich toch zorgen maken ASML is geen favoriet van beleggers meer. Terecht?Dilemma van de week: Adyen of Shell?SpaceX: goede cijfers, zwak koersverloopThe Return of the Magnificent SevenAandelen: SBM Offshore, Wolters Kluwer, Heineken, AMD, Rheinmetall, CSG, Eli Lilly en Novo Nordisk

In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Lea Oetjen über den Kurssprung von Shopify, Rekordzahlen bei Infineon und die Liebeserklärung von SpaceX an Nvidia. Außerdem geht es um SpaceX, AMD, Nvidia, Shopify, Etsy, Alphabet, Disney, Eli Lilly, Novo Nordisk, Booking Holdings, Fresenius, Infineon, Vonovia, DHL Group, Allianz, UOB (United Overseas Bank), Siemens Energy, Siemens, Siemens Healthineers, ams, McDonalds, SPDR MSCI ACWI IMI (WKN: A1JJTD), Amundi Prime All Country World (WKN: ETF151), iShares Core Global Aggregate Bond EUR Hedged (WKN: A2H6ZT), Vanguard Global Aggregate Bond EUR Hedged (WKN: A2PJZJ). 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. 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. 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 delve into the intricate web of scientific advancements, regulatory updates, and strategic maneuvers shaping the industry. Let's begin with Eli Lilly's impressive financial performance, clocking a record-breaking $23 billion in revenue for Q2 2023. This achievement, driven by the success of Mounjaro and Zepbound in metabolic diseases, underscores the competitive landscape of therapies targeting chronic conditions. However, the slower launch of Foundayo highlights ongoing challenges. Meanwhile, competition in obesity treatments is intensifying as Novo Nordisk's Wegovy continues to dominate despite new entrants like Eli Lilly's Foundayo. This scenario reflects growing patient preference for oral medications over injectables. Gilead Sciences' HIV prevention franchise has exceeded $1 billion in quarterly sales, reflecting an increasing reliance on effective small molecule therapies for infectious diseases. Gilead also remains a focal point with its HIV pre-exposure prophylaxis franchise reaching sales milestones amid legal victories defending their tenofovir-based treatments. These legal precedents could influence future innovation policies across the industry. Artificial intelligence continues to make waves in drug discovery and clinical trials. Icon's partnership with Anthropic aims to integrate AI capabilities to accelerate drug development timelines. Similarly, Phylo and Chugai Pharmaceutical are collaborating to optimize drug discovery workflows using advanced AI platforms. These collaborations highlight a strategic move towards enhancing efficiency in drug development processes. In oncology, Amplia Therapeutics and Eli Lilly are evaluating a combination therapy for non-small cell lung cancer, while Evexta Bio and Roche are exploring a joint study for metastatic breast cancer. These partnerships underscore the industry's focus on combination therapies and precision medicine to improve cancer treatment outcomes. Additionally, AstraZeneca's partnership with CSPC Pharmaceutical to enhance biologics manufacturing in China signifies the importance of localized production capabilities. On the regulatory front, Arrowhead Pharmaceuticals' acquisition of an FDA rare pediatric disease priority review voucher for Plozasiran represents a commitment to addressing unmet needs in rare diseases. This voucher could expedite new drug applications, potentially bringing life-saving treatments to patients more quickly. Despite these advancements, challenges persist. Novo Nordisk's Cagrisema failed to achieve its primary endpoint in a Phase 3 trial for type 2 diabetes, highlighting the complexities of developing combination therapies for metabolic disorders. Similarly, Eli Lilly's discontinuation of its Phase 1/2 trial for GBA1 gene therapy reflects the hurdles faced in advancing gene therapies. Looking at industry dynamics, Amgen's decision to discontinue its early-stage obesity drug signifies a strategic shift towards focusing on more promising pipeline candidates like Maritide. This move aligns with broader trends prioritizing candidates with significant potential impact on patient care. Amgen's 'Repatha' is experiencing renewed interest due to positive cardiovascular risk reduction data, showcasing how robust clinical results can rejuvenate existing products. In regulatory news, Merck's 'Lipfendra' has been spotlighted by the FDA as part of its Complex New Product Validation pilot program. This positions Lipfendra as a potential game-changer in the PCSK9 inhibitor category. Lastly, financial maneuvers such as Attovia Therapeutics' $289 million IPO and Expedition Therapeutics' $115 million Series B funding highlight investor confidence in novel therapeutic areas like dermatological and respiratory treatments. The pharmaceutical landscape remains dynamic with Johnson & Johnson investing heavily in gene therapy ventures like Sail Biomedicines for CAR-T therapies. Meanwhile, regulatory challenges persist as seen with Capricor's cell therapy setback due to statistical complexities during FDA reviews. Despite setbacks faced by some companies, innovations continue to thrive. The launch of personalized genetic therapy centers signals a shift towards individualized medicine while research into safer CAR-T therapies progresses. In conclusion, these developments reflect an industry driven by innovation amidst regulatory challenges and strategic adjustments. As companies navigate this evolving landscape, their decisions will shape future healthcare innovations and patient care outcomes. Thank you for joining us on Pharma Daily; stay tuned for more insights from the world of pharmaceuticals and biotech.Support the show

Unser Partner Scalable Capital ist der einzige Broker, den deine Familie zum Traden braucht. Bei Scalable Capital gibt's nämlich auch Kinderdepots. Alle weiteren Infos gibt's hier: scalable.capital/oaws. Musk setzt bei KI-Chips voll auf NVIDIA. SpaceX plant eigenen Mobilfunktarif, Telkos zittern. Infineon hat Rekord, Börse ist enttäuscht. Alphabet verliert Top-KI-Forscher. Eli Lilly schlägt Novo Nordisk. Shopify wächst krass. Aschenbrenner pusht Citadel. Disney (WKN: 855686) mit starken Zahlen, aber nur 14er KGV. Günstiger als Netflix, günstiger als im Schnitt der letzten Dekade. Doch 40 Mrd. $ Schulden und 40 Mrd. $ geplante Investments dämpfen das Bild. Hyperliquid macht 180 Mio. $ Umsatz im Quartal und kauft 90% der Gewinne als Token zurück. KGV von 33 liegt zwischen Nasdaq und Coinbase. Kann man Krypto-Protokolle wie Aktien bewerten? Diesen Podcast vom 06.08.2026, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung. Learn more about your ad choices. Visit megaphone.fm/adchoices

Vandaag in De 7: De meeste Belgen die dit jaar hun werkloosheidsuitkering zijn verloren, hebben vervolgens een leefloon aangevraagd. Veel meer dan de regering had gedacht. De bankensector deelt een bonanza aan bonussen uit aan haar werknemers. Die liggen dit jaar gemiddeld 30 procent hoger, maar er zijn uitschieters tot nog ver daarboven. Farmareus Eli Lilly groeit explosief dankzij zijn afslankmedicijnen en zet eeuwige concurrent Novo Nordisk verder onder druk. Is de 'afvalrace' stilaan gereden? Host: Roan Van EyckProductie: Lore AllegaertSee omnystudio.com/listener for privacy information.

De har ikke meget held i sprøjten, derude i Bagsværd, for selv når Novo Nordisk leverer nydelige regnskabstal, er de globale investorer tilsynelandende ikke tilfredse. Millionærklubben undersøger, hvordan det kunne gå så galt i den amerikanske handel og dykker ned i regnskabets detaljer sammen med fondsforvalter Claus Johansen fra Global Health Invest. I studiet tager Lars Persson temperaturen på dagens aktuelle marked og tjekker friske regnskabstal fra én af årets mest spektakulære nye børsnoteringer, SpaceX, Sidst i udsendelsen er CEO John Fisker fra Ringkjøbing Landbobank med på en telefon om bankens netop fremlagte regnskab. Vært: Bodil Johanne GantzelSee omnystudio.com/listener for privacy information.

High investment costs outweigh SpaceX's earnings beat with investors concerned about AI capex doubling from the previous quarter. Asian equities are in the green, following fresh record highs on Wall Street yesterday. Oil retreats as U.S. Treasury Secretary Scott Bessent tells CNBC he sees movement in opening the Strait of Hormuz. In pharma news, Novo Nordisk shares dive in the U.S. session despite the drug maker hiking its guidance due to investor fears over sales of its Wegovy fat loss pill. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Lea Oetjen über die große Salmonellenangst bei Chipotle, den Rekordverlust von Zalando und eine widersprüchliche Strafe für AMD. Außerdem geht es um SpaceX, Palantir, Intel, Micron, Caterpillar, Zebra Technologies, McDonald's, Novo Nordisk, Infineon, Siemens Energy, Bayer, Commerzbank, UniCredit, Lufthansa, Rocket Lab und Robinhood. 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. 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. 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

US President Trump said they are moving along very nicely regarding Iran, and we will know in 48 hours about Iran.US is nearing a Hormuz deal and is aiming for an announcement on Wednesday, according to Axios.Axios reported that the proposed deal would route inbound Gulf traffic through Iranian waters and outbound traffic through Omani waters for 60 days, with no fees and the central lane cleared of mines within 30 days ahead of a permanent arrangement.Crude futures remained pressured overnight after sliding yesterday as multiple reports pointed towards progress surrounding the reopening of the Strait of Hormuz.APAC stocks were mostly higher as the region took its cue from the rally on Wall Street; European equity futures indicate a positive cash market open.Looking ahead, highlights include Global S&P Services/Composite PMI Final (Jul), US ADP Employment Change (Jul), ISM Services PMI (Jul), NBH Minutes (Jul), US Treasury QRA/Press Conference, BCB Policy Announcement (Aug). Speakers include Fed's Cook & Schmid. Supply from Australia & Germany. Earnings from Eli Lilly, Uber, Walt Disney, SanDisk, Siemens Energy, Infineon, Deutsche Post, Glencore & Novo Nordisk.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

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.

Today, a look at the broad market in a positive mood as recent divergences between AI hardware and other names were nowhere in evidence. We zoom in on Palantir's incredible quarterly reports and the wild and entertaining earnings call with CEO Alex Karp, wonder how SpaceX can deliver anything notable today relative to the company's valuation, and preview AMD, Novo Nordisk and Eli Lilly, all with Saxo Equity Strategist Ruben Dalfovo. Macro and FX and more also on today's pod, which was hosted by Saxo Global Head of Macro Strategy John J. Hardy. Links Yesterday's John J. Hardy substack post with many links, including on AI. John's The FX Trader piece from this morning, focusing especially on the recent coordinated JPY intervention and EURJPY. 69 Starship launches to get one decent payload to the moon? A Starship skeptic speaks out on concerns related to the idea of SpaceX using these space-based depots of fuel to extend the operating range of Starship.  Arnaud Bertrand challenges Palantir's AI Sovereignty framework, although Palantir's results spoke quite loudly late yesterday, as did CEO Alex Karp himself. Tungsten as an indicator of war risk and once again, a mineral supply chain that China dominates. About twice per week (in normal times, hopefully soon to resume), you will find links discussed on the podcast and a chart-of-the-day over at the John J. Hardy substack. Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo. Intro music by AShamaluevMusic DISCLAIMER This content is marketing material. Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a particular manner. Historic performance is not a guarantee of future results. The instrument(s) referenced in this content may be issued by a partner, from whom Saxo Bank A/S receives promotional fees, payment or retrocessions. While Saxo may receive compensation from these partnerships, all content is created with the aim of providing clients with valuable information and options.  

Novo Nordisk has spent years warning patients, regulators, lawmakers, and courts about the risks of synthetic semaglutide. Now, as patents begin to expire and China's pharmaceutical industry becomes increasingly important, Novo may be staring at a very uncomfortable question: what happens if synthetic semaglutide suddenly makes sense when Novo is the one making it?In this week's episode of The Weekly Dose, I dig into Novo's long-running recombinant-versus-synthetic semaglutide argument, the lawsuits and FDA petitions built around it, and a clip from more than 16 months ago showing that we were covering this exact issue long before it became part of the mainstream conversation. Novo Warned Us About Synthetic Semaglutide_ Now This_.txtWe also break down Pfizer's decision to kill two clinical-stage obesity drugs, including an oral GLP-1 acquired through its $10 billion Metsera deal, the strange science behind GIP receptor antagonism, and why Pfizer's remaining obesity pipeline still deserves attention. Plus, Wall Street is looking at Eli Lilly's obesity-fueled rally and asking just how big this market can get.In this episode:00:00 Novo's synthetic semaglutide problem02:00 VoaFit sponsor message03:30 The 16-month-old On The Pen receipt05:00 Recombinant vs. synthetic semaglutide07:00 Novo's FDA, legal, and political strategy09:00 Pfizer kills two obesity drugs11:00 What happened to Metsera's oral pipeline?13:00 The GIP agonist vs. antagonist paradox15:00 Why China matters to Pfizer and Novo17:00 Could Novo eventually make synthetic semaglutide?18:30 What comes next for Lilly, Novo, and PfizerThe big question: If Novo Nordisk eventually launches its own synthetically manufactured semaglutide, does that change how you view the arguments it has made against compounded semaglutide over the last several years?Comment below. I want to know where you land.More obesity medicine news and analysis: OnThePen.comAll my links, socials, and resources: linktr.ee/manonthemounjaroThis episode is sponsored by VoaFit. Learn more at voafit.com/otp.#GLP1 #Semaglutide #Ozempic #Wegovy #NovoNordisk #CompoundedSemaglutide #ObesityMedicine #Pfizer #EliLilly #Mounjaro #Zepbound #Metsera

Good morning from Pharma Daily: the podcast that brings you the most important developments in the pharmaceutical and biotech world. Today, we delve into recent transformative events that are shaping this dynamic industry, from strategic mergers to groundbreaking drug approvals. Starting with the merger between Supernus Pharmaceuticals and Indivior Pharmaceuticals, this all-stock deal valued at $2.2 billion is set to create a powerhouse focused on central nervous system (CNS) disorders. By combining their resources, the new entity is expected to enhance its capabilities in neurological disorders with a robust portfolio of approved drugs. This merger allows the companies to leverage economies of scale, optimize research and development, and expand their market presence, offering promising prospects for advancements in treating CNS-related conditions. In regulatory news, Novartis has secured FDA approval for an expanded indication of Pluvicto (lutetium vipivotide tetraxetan), a radioligand therapy originally approved for PSMA-positive metastatic castration-resistant prostate cancer. This therapy can now be used for metastatic hormone-sensitive prostate cancer, marking a significant step forward in prostate cancer treatment. By targeting prostate-specific membrane antigen (PSMA) with precision, Pluvicto offers the potential for improved patient outcomes and highlights the growing role of radioligand therapies in oncology. Globally, Pharmamar's Zepzelca (lurbinectedin) has been approved in Canada, Qatar, and South Korea as a first-line maintenance therapy for extensive-stage small cell lung cancer. This approval signifies a potential shift in how aggressive cancer types are treated, particularly when combined with PD-L1 inhibitors, opening new avenues for effective combination therapies. Industry partnerships continue to drive innovation, as seen with Fujifilm and Taiho Pharmaceutical's collaboration to develop next-generation antibody-drug conjugate (ADC) manufacturing technologies using the Aralinq platform. With ADCs becoming increasingly pivotal in targeted cancer therapies due to their precision in delivering cytotoxic drugs to tumor cells, advancements in manufacturing could significantly enhance production capabilities and therapeutic efficacy. Financial dynamics within the industry remain robust. AbbVie has raised its 2026 revenue forecast to $67.6 billion, citing strong performances from its immunology drugs Skyrizi and Rinvoq. These therapies have shown substantial success in treating autoimmune conditions, reflecting their impact on AbbVie's financial health and reinforcing confidence in their commercial viability. On the clinical trial front, Ratio Therapeutics has successfully closed a $70 million Series C funding round to support its radiotherapeutics pipeline and initiate the ATLAS trial. This infusion of funds underscores the continued interest and investment in radiopharmaceuticals with promising applications in oncology. The landscape of mergers and acquisitions remains active as AstraZeneca and Bristol Myers Squibb reportedly engage in early-stage merger discussions. Such a merger could create an oncology giant valued at approximately $400 billion, potentially reshaping competitive dynamics and accelerating innovation across therapeutic areas. Regulatory changes are also underway with HRSA advancing a revised 340B rebate model pilot program despite hospital opposition. The implications for healthcare providers are significant as this could affect operational efficiencies and financial strategies within participating entities. Overall, these developments reflect ongoing trends toward industry consolidation and strategic partnerships that foster innovation in drug manufacturing technologies. Regulatory approvals continue to advance precision medicine through targeted therapies, showcasing the sector's dynamic nature as it addresses unmet medical needs while navigating complex regulatory environments. Meanwhile, Sandoz's settlement of nearly $500 million for antitrust claims in the U.S. highlights ongoing scrutiny of industry competition practices. This settlement signals potential shifts in market dynamics as companies seek to resolve legal challenges while maintaining operational integrity. Cybersecurity has emerged as a critical concern following Amgen's reported breach compromising sensitive patient data. This incident amplifies the need for enhanced data protection measures to safeguard information integral to patient trust and competitive integrity. In leadership news, BioNTech has appointed Guido Oelkers as CEO amid its continued innovation in mRNA technology post-COVID-19. This strategic move underscores BioNTech's commitment to leadership capable of navigating advances in mRNA therapeutics. Lastly, Novo Nordisk faced setbacks with its investigational therapy ziltivekimab failing a phase 3 trial targeting inflammatory pathways for cardiovascular outcomes. Despite such challenges, these high-stakes trials highlight both risks and opportunities inherent in pharmaceutical innovation. As we reflect on these stories, it's clear that scientific advancements, regulatory developments, and strategic business moves continue to shape the trajectory of the pharmaceutical and biotech sectors. These efforts promise significant implications for future drug development and patient care as companies strive to harness breakthroughs while adapting to evolving industry landscapes.Support the show

What happens when the moment a company finally succeeds is the moment it becomes most likely to be destroyed? Most founders assume the market rewards the better product and protects what they built. The legal reality runs the other way. The dominant theory of the corporation treats a company as a financial instrument designed to enrich its shareholders, and treats everything else as optional.That theory has a name, shareholder primacy, and nobody voted for it. It hardened in courtrooms and boardrooms about forty years ago. Founders sign it into their own charter on day one without reading the line, and by the time the gap between the mission statement and the legal purpose becomes visible, the exit has been engineered.Eric Ries, founder of the Long-Term Stock Exchange and author of The Lean Startup, explains how corporate purpose disappeared out of the legal documents and what can be put back in its place. He shows why protection alone makes an extractive company worse, why independent directors are not neutral, and why a mission guardian belongs above the board rather than inside it.Beginning with the pattern he watched destroy company after company, the conversation becomes a practical guide to governance: the three-legged stool of 19th century corporate law, what actually killed Sears, why Novo Nordisk, Patagonia, IKEA and Grundfos outlive their competitors, and how the Public Benefit Corporation restores something far older than it looks. It ends on the question neither of us could fully answer. If a guardian protects the mission, who guards the guardian?WHAT LISTENERS CAN EXPECT TO LEARNWhy shareholder primacy is a recent legal theory rather than a permanent feature of capitalismHow the phrase "any lawful act or activity" removed purpose from corporate charters, and what quietly replaced itWhy structure protects an ethos but cannot create one, and what has to be real before the protection is addedHow industrial foundations, purpose trusts and public benefit corporations keep a mission alive across generationsWhy independent directors have incentives of their own, and what to look for in a board insteadBEST QUOTES(00:04:10) "A company is just a financial instrument, designed to enrich itself and its shareholders." — Eric Ries(00:14:12) "If you go to your local park, you'll find trees older than shareholder primacy." — Eric Ries(00:25:28) "Somebody took over Sears and managed to extract for himself $1.5 billion, at a time when the company lost $11 billion." — Eric Ries(00:40:09) "Who would you rather die than betray?" — Eric Ries(00:48:12) "Being a leader is much more like being a mother than a slave owner. We birth these things. We do not own them." — Eric RiesTIMESTAMPS (00:00:00) Why Good Companies Go Bad After Success (00:02:43) What Made Eric Ries Write Incorruptible (00:04:10) A Company Is Just a Financial Instrument (00:07:03) The Pill You Swallow and the Shareholder Calculation (00:15:48) The Three-Legged Stool of Corporate Law (00:19:31) How "Any Lawful Act or Activity" Erased Purpose (00:25:28) What Actually Happened to Sears (00:30:38) Stainless Steel for Organizations That Last (00:34:39) Why Foundation-Owned Companies Outlive the Rest (00:37:59) The Public Benefit Corporation Explained (00:44:40) Why Every Company Needs a Mission Guardian(00:50:22) Why Independent Directors Are Not Neutral (00:53:11) Who Guards the Mission Guardian (00:56:18) What AI Changes for Governance (00:59:58) Closing ThoughtsEric's book, Incorruptible: https://amzn.to/3S4n4BNIf you'd like to keep talking about these topics, you're welcome to join Eric's free Incorruptible community here: https://community.incorruptible.co/Follow Beginner's Mind for long-form conversations on leadership, capital, technology, and the people shaping what comes next. Ranked in the global top 10% of all podcasts, named #1 Deep Tech Podcast in 2025, and #8 Deep Tech Podcast in 2026Send us Fan Mail Join Christian Soschner for expert coaching. 50% Off - With 35+ years in deep tech, startups/scaleups, and public companies, Christian offers power video sessions. Elevate strategy, execution, and leadership. Book Now.Support the showJoin the Podcast Newsletter: Link

Good morning from Pharma Daily: the podcast that brings you the most important developments in the pharmaceutical and biotech world. Recent weeks have been a whirlwind of activity in the pharmaceutical and biotech sectors, showcasing significant strides in scientific breakthroughs, regulatory advancements, and strategic industry maneuvers. Replimune's Vusolimogene Oderparepvec has emerged as a beacon of hope in the fight against advanced melanoma. This gene therapy, utilizing an oncolytic virus, has recently received a positive nod from an advisory committee for its Phase 1/2 trial. When combined with PD-1 checkpoint inhibitors, it holds promise for enhancing immune responses against tumors—a critical development in cancer treatment that may redefine therapeutic strategies. This advancement follows two prior FDA rejections, underscoring the multifaceted evaluation process drugs undergo before approval and demonstrating that perseverance can eventually lead to success. Meanwhile, AstraZeneca and Daiichi Sankyo have achieved a milestone with the European Union's approval of Datopotamab Deruxtecan for treating unresectable or metastatic triple-negative breast cancer (TNBC). As an antibody-drug conjugate targeting the Trop-2 protein, it offers new hope to TNBC patients who often have limited options. This approval underscores the potential of antibody-drug conjugates in oncology, supported by promising Phase 3 trial data. Regeneron Pharmaceuticals is enjoying notable revenue growth thanks to Dupixent, a monoclonal antibody addressing autoimmune and respiratory diseases. Such financial success underscores the expanding role of biologics in tackling chronic illnesses, reflecting a broader industry trend towards biologically-based treatments. In business news, Pharmanovia's licensing deal with Impact Therapeutics for Senaparib signifies strategic expansion in oncology therapeutics. Similarly, Kaigene's agreement with Taisho Pharmaceutical highlights ongoing interest in autoimmune therapies, illustrating how companies are leveraging partnerships to broaden their therapeutic horizons. Pfizer is on the brink of expanding its label for Ritlecitinib (Litfulo), a JAK3 inhibitor that showed positive results in Phase 3 trials for nonsegmental vitiligo. By targeting autoimmune pathways, this small molecule could offer new hope to vitiligo patients seeking effective treatments. Litfulo is advancing through regulatory stages following successful trials, poised to provide an oral alternative for non-segmental vitiligo—a potential game-changer that could improve patient compliance and expand treatment options beyond Incyte's Opzelura. However, not all news is positive. Novo Nordisk faced disappointment when its Ziltivekimab failed a Phase 3 trial for atherosclerotic cardiovascular disease with chronic kidney disease. Despite this setback, Novo Nordisk remains optimistic about ongoing trials Artemis and Hermes as potential lifelines for their CKD program. Success could diversify their portfolio and introduce novel therapeutic options for CKD patients. Additionally, financial hurdles surfaced as Daiichi Sankyo saw an 11% share drop due to an accounting error, and Alnylam Pharmaceuticals' market value took a hit following a lowered revenue forecast for its TTR drug. On a global scale, the Trump administration has allocated $600 million to GAVI for childhood immunizations worldwide. This funding reversal emphasizes ongoing efforts to ensure vaccine accessibility across the globe—an essential component of public health initiatives. The dynamic nature of these developments reflects both the potential and challenges within the pharmaceutical landscape. The promising avenues presented by gene therapy, antibody-drug conjugates, and JAK inhibitors are tempered by clinical setbacks and financial volatility, underscoring the rigorous demands faced by industry stakeholders. In other industry news, AbbVie's Skyrizi continues to thrive despite increasing competition in the psoriasis market. With sales reaching $5.55 billion in Q2 2026, Skyrizi demonstrates the sustained demand for innovative biologics that enhance treatment efficacy and safety profiles. Karyopharm Therapeutics remains committed to its XPO1 inhibitor Xpovio despite setbacks in other indications like endometrial cancer. Their focus on myelofibrosis illustrates a strategic pivot towards hematologic malignancies where unmet needs persist. Oral GLP-1 receptor agonists are gaining ground as Novo Nordisk's Wegovy pill and Eli Lilly's Foundayo vie for dominance in weight management solutions. These oral formulations promise increased accessibility over traditional injectables. Regulatory arenas continue to evolve with AbbVie's Rinvoq gaining European clearance for alopecia and vitiligo. Such approvals highlight regulatory bodies' critical role in expanding market access across diverse therapeutic areas. Strategic partnerships also abound as WellSpan Health collaborates with Hippocratic AI to integrate artificial intelligence into healthcare solutions—a growing trend aimed at enhancing clinical decision-making capabilities. Meanwhile, Apnimed's $192 million IPO success indicates strong investor confidence in novel therapeutics like its sleep apnea treatment—a reflection of biopharma's financing dynamics where targeted therapies draw significant interest. Overall, these updates paint a vivid picture of an industry characterized by relentless innovation through scientific research, strategic alliances, and regulatory progress—all aimed at improving patient outcomes amidst evolving market demands. The industry's focus on breakthrough technologies continues to shape global health initiatives by offering new opportunities for patient care across various conditions. As companies navigate this dynamic environment marked by both promise and challenge—their ability to innovate scientifically while engaging strategically with regulators will be crucial to bringing novel therapies effectively into clinical practice where they can make meaningful impacts on patients' lives worldwide.Support the show

2,5% Zinsen p.a. auf ein unbegrenztes Guthaben mit bis zu fünfmal der gesetzlichen Einlagensicherung*. Auch für Kinder. Das gibt's bei Scalable Capital. Mehr Infos hier.Trump stoppt Iran-Angriff. Amazon, Microsoft & Alphabet legen 1.500 Mrd. $ zu. Roblox, Reddit & Universal Music crashen über 20%. Novo Nordisk fällt wegen Studien-Flop. Schaeffler kappt Prognose. Alimentation Couche-Tard will Zabka.Perimeter Solutions (WKN: A40PUQ) hat quasi ein Monopol auf Löschmittel aus der Luft. Dahinter steckt TransDigm-Gründer Nick Howley. Starke Marktstellung, aber das Feuergeschäft stagniert trotz Brandsaison.CATL (WKN: A418NB) baut nicht nur E-Auto-Batterien. Back-Up-Batterien für KI-Rechenzentren boomen, Umsatz mit Speichern fast verdoppelt. Dazu Natrium-Batterien und über 150 Beteiligungen. Erwartetes KGV liegt bei 20.Diesen Podcast vom 03.08.2026, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung. *Veränderlicher Zins auf unbegrenztes Guthaben. Konditionen sowie Guthabenverteilung auf scalable.capital/tagesgeld. Learn more about your ad choices. Visit megaphone.fm/adchoices

Der er over 331.000 danskere, der ejer en Novo Nordisk aktie alene på Nordnet, viser handelsplatformens egne tal. Novo Nordisk er dermed suverænt den mest populære aktie og Danmarks eneste folkeaktie. Selskabet har været igennem en katastrofal nedtur de senere år og gået fra en aktiekurs på over 1.000 til omkring 323 kroner. Men er det endelig ved at lysne med en Wegovy-pille, der sælger langt bedre end forventet? Vi har inviteret analytiker Søren Løntoft Hansen med til at analysere Novo Nordisk grundigt i bund og stiller to grundlæggende spørgsmål: Vender skuden for Novo Nordisk, og hvis du skulle give ét råd til den almindelige danske Novo-investor, hvad ville det så være? I studiet: Magnus Barsøe og Søren Løntoft Hansen. See omnystudio.com/listener for privacy information.

Derek Moore is joined by Mike Snyder and Shane Skinner this week to talk about the market tape defined by two things happening at once: a violent volatility shock concentrated in semiconductors, and an earnings season that is quietly the strongest in years. The Leopold liquidation drove SOX single-stock volatility to 75% much higher than the S&P 500 Index in general. With 305 of 498 S&P 500 companies reported for Q2 2026, sales are beating by 3.1% and earnings by 31.1%, and forward EPS is modeled to climb from trailing 294 per share to 374 per share, pulling the index P/E from 25.4 trailing to roughly 19.9 forward PE. Looking ahead to SpaceX earnings and discussing Kevin Warsh telling reporters let the market decide!     Leopold liquidation pushed SOX single-stock volatility to 75%, only the third time ever per Warren Pies. The prior two 75% readings, March 2020 and April 2025, led to big gains per Warren Pies Semis inside the S&P 500 carry a median 30-day implied vol of 87.5% versus 36.1% for the index. Q2 2026 earnings season: 305 of 498 S&P 500 names have been reported. Aggregate earnings are beating by 31.1% and sales by 3.1%, the biggest surprise in recent quarters. Consumer Discretionary (+121%) and Communications (+99%) led the earnings surprises. Utilities were the only sector with a negative sales surprise, at -1.5%. S&P 500 forward EPS is estimated at 374 versus trailing 294 actual, up 27%. That earnings growth takes the index P/E from 25.4, trailing down to 19.9 on forward estimates. Apple traded down about $26 on the day to roughly $307.55. Apple's combination of falling price and slightly lowered guidance still compressing its P/E to 32.5. Jurian Timmer at Fidelity notes that the Mag 7 payout ratio has been falling and now sits at +17%. What is the payout ratio and how do buybacks plus dividends account for percent of EPS paid out Week 32 earnings include Palantir, Toyota, Caterpillar, AMD, Disney, Uber, Shopify and Airbnb. Also reporting: Lilly, Novo Nordisk, McDonald's, Pfizer, CVS, DoorDash, Lyft and Take-Two. Did Apple get cheaper? Is Apple sandbagging to help the new CEO? (a sarcastic take)   Mentioned in this Episode     Derek Moore's book Broken Pie Chart https://amzn.to/3S8ADNT

Het is een beetje een saai, ouderwets en gedateerd techbedrijf, maar tóch moet je erop letten, zegt onze gast, Jos Versteeg van InsingerGillisen. Infineon! Een Duits techbedrijf, volgens Jos in de verste verte niet vergelijkbaar met bijvoorbeeld TSMC, daar is de techniek te oud voor. Tóch vindt hij de cijfers interessant, omdat ze chips leveren voor datacenters. Daar hoopt hij meer over te horen. We kijken vooruit op de cijfers, en ook een klein beetje op die van AMD. In Beurs in Zicht stomen we je klaar voor de beursweek die je tegemoet gaat. Want soms zie je door de beursbomen het beursbos niet meer. Dat is verleden tijd! Iedere week vertelt een vriend van de show waar jouw focus moet liggen. Te gast: Jos Versteeg van InsingerGillisen BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Je hoort hem ook in de BNR-podcast Moerdijk: dorp van de rekening. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie.See omnystudio.com/listener for privacy 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.

Is biotech taking a trip to the world of psychedelic drugs? Why is Novo Nordisk going after Eli Lilly’s Zepbound ads? And what are peptides? This week on "The Top Line," Fierce's Zoey Becker, Will Maddox and Kevin Dunleavy chat about some of the biggest recent stories. From a psychedelics acquisition that could spark more movement in the emerging field to an advisory committee meeting on peptides shrouded in political controversy to a lawsuit between the two major obesity drugmakers, we’ll catch you up on the latest developments shaking up the biopharma world. To learn more about the topics in this episode: ‘A rising tide scenario’: Why other Big Pharmas could follow Lilly into psychedelics UPDATE: Peptides favored on 1st day of closely watched FDA compounding adcomm Peptide adcomm Day 2: Emideltide voted down in panel's 1st pushback Novo Nordisk files lawsuit accusing rival Eli Lilly of running ‘false and misleading’ GLP-1 ads Novo escalates Lilly false advertising suit with planned bid to halt comparative ads See omnystudio.com/listener for privacy information.

Das echtgeld.tv-Depot steht aktuell bei 422.017 Euro. Seit dem letzten Depot-Update Anfang Juni hat es 3,6 Prozent zugelegt und damit den breiten Welt-ETF geschlagen. Seit dem 19. Dezember fällt das Bild allerdings anders aus! Tobias Kramer erklärt, welche Rolle die geringere Technologiegewichtung dabei spielt, warum er sich mit seiner Allokation und dem Risiko-Management dennoch wohlfühlt und wo er jetzt neues Kapital investiert. Im Mittelpunkt stehen mehrere konkrete Portfolio-Entscheidungen: • Aus dem Tabakdepot fließen 607 Euro Dividenden zurück in Imperial Brands. Tobias kauft 18 weitere Aktien und setzt damit erneut auf die aus seiner Sicht attraktivste Bewertung unter seinen fünf Tabakwerten. • Das Gesundheitsportfolio wächst über drei ETF-Sparpläne weiter: MSCI World Healthcare, MSCI Europe Healthcare sowie Medical Robotics and Bionic Engineering. • Die Übernahme von TruBridge ist abgeschlossen. Aus dem ursprünglichen Einsatz von rund 1.200 Euro wurde eine Gutschrift von gut 2.600 Euro. Aber, da wird es noch ein Update geben! • Im DAX-Portfolio investiert Tobias die erhaltenen Dividenden neu. Für die bislang kleinste Position Henkel stellt er eine Limit-Order über sieben Aktien zu 75,75 Euro ein. • PayPal, Shimano, Fresenius und Novo Nordisk sorgten in den vergangenen zwei Monaten für deutlichen Rückenwind. Bei PayPal treiben zusätzlich die Übernahmegerüchte den Kurs. • Samsung verliert seit Anfang Juni knapp 28 Prozent. Tobias bleibt dennoch investiert und erklärt, warum die Aktie auf Basis der aktuellen Gewinnschätzungen weiterhin außergewöhnlich günstig erscheint. • Bei Hermès nutzt Tobias den jüngsten Kursrückgang und verdoppelt seine Position. Die Aktie liegt fast 50 Prozent unter ihrem früheren Höchststand, bleibt mit einem erwarteten KGV von rund 30 aber anspruchsvoll bewertet. • Außerdem geht es um SAP auf der Watchlist, die langfristige Entwicklung des Tabakdepots sowie die jüngsten Rückgänge bei 2G Energy, Palantir und Energiekontor. Welche der im Video genannten Aktien würdet ihr auf dem aktuellen Kursniveau aufstocken – und warum?

Good morning from Pharma Daily: the podcast that brings you the most important developments in the pharmaceutical and biotech world. Biogen has made a significant acquisition by purchasing Apellis Pharmaceuticals, a move expected to boost its 2026 revenue guidance with promising growth prospects. This strategic acquisition, along with strong sales from new drugs, enhances Biogen's position in the competitive market for neurological disorders. By integrating Apellis' offerings, Biogen is poised to strengthen its portfolio, particularly in areas of unmet medical need. On the regulatory front, AbbVie has achieved a milestone with its drug Rinvoq (upadacitinib), which has received dual approvals from the European Union for treating non-segmental vitiligo and severe alopecia areata. These approvals were based on successful Phase 3 data, underscoring Rinvoq's efficacy as a JAK inhibitor in tackling autoimmune conditions. This development not only highlights AbbVie's commitment to expanding its therapeutic portfolio but also positions upadacitinib as a potential mainstay treatment for dermatological autoimmune diseases. AstraZeneca Pharma India has secured approval from the Central Drugs Standard Control Organization for Enhertu (trastuzumab deruxtecan) in the neoadjuvant setting for HER2-positive early breast cancer. This approval marks a significant advancement in personalized cancer therapy, offering new hope for patients with this aggressive form of breast cancer. In terms of industry collaborations, the landscape is witnessing numerous partnerships and strategic alliances that are driving innovation forward. Skyverna Therapeutics and ElevateBio have entered a five-year clinical and commercial supply agreement for autoimmune CAR-T therapy, reflecting the growing interest in cell therapies for rare diseases. Meanwhile, Vertex Pharmaceuticals and AbCellera have joined forces to accelerate drug discovery in autoimmune T-cell engagement, supported by a $28 million upfront investment. These collaborations emphasize the importance of combining expertise and resources to advance complex therapeutic solutions. The integration of artificial intelligence in drug development continues to gain momentum. Evinova and Merck KGaA's strategic collaboration aims to leverage AI and machine learning to enhance clinical trials' efficiency, potentially ushering in a new era of precision medicine. Such partnerships highlight the transformative potential of AI in streamlining research and development processes. In funding news, Core Biomedicine has secured $21 million in Series A financing to advance its precision oncology therapeutics. Enlivex's substantial $400 million private placement aims at advancing prediction markets treasury and Allocetra immunotherapy, further accentuating the focus on personalized medicine targeting specific cancer pathways. Clinical trials have also delivered promising results. ProMIS Neurosciences reported positive interim safety and biomarker data from its Phase 1b study of PMN310 for Alzheimer's disease. This monoclonal antibody targets amyloid-beta oligomers implicated in Alzheimer's pathology, offering hope for patients with this debilitating disorder. Mergers and acquisitions remain active, exemplified by Caldera Therapeutics' reverse merger with Synlogic alongside $278 million in financing to advance its bispecific antibody for inflammatory bowel disease. This move reflects a broader trend toward consolidating resources to tackle complex autoimmune conditions. Eli Lilly's ascent to the top of Norstella's pipeline-to-patient productivity index is noteworthy, driven by successful launch strategies and rapid development cycles. This achievement underscores Eli Lilly's effective alignment of R&D efforts with market needs, particularly in areas such as GLP-1 receptor agonists that have transformed diabetes care. Teva Pharmaceuticals is demonstrating resilience through its innovative medicines portfolio amidst declining generic sales. The unexpected surge in Ajovy sales highlights Teva's pivot toward high-value branded drugs amidst competitive pressures. Novo Nordisk faces legal challenges as it navigates allegations regarding Cagrisema's Phase 3 study protocol changes. Legal scrutiny around transparency in clinical trial disclosures continues to highlight the importance of ethical practices and investor trust. Collectively, these developments illustrate a vibrant yet challenging environment where scientific advancements in immunotherapy and targeted treatments intersect with strategic business alignments focused on sustainable growth. As these trends unfold, they promise more effective treatments for complex diseases while companies adapt to an evolving market environment demanding agility and foresight. As always, stay tuned to Pharma Daily for more insights into how these transformations continue to shape the future trajectory of drug development and healthcare delivery globally.Support the show

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

A new Gemini model is out and the AI world isn't impressed. But is this Alphabet knowing its business better than anyone else or a loss of the company's magic? Plus, we discuss Novo Nordisk suing Eli Lilly and GE Vernova's stock falling after a great earnings report. Travis Hoium, Lou Whiteman, and Jon Quast discuss: - Gemini's Model Dud? - Gemini Pro Delay - Novo Sues Eli Lilly - Novo's Desperation - GE Vernova Earnings - Energy's Peak Companies discussed: GE Vernova (GEV), Alphabet (GOOG), Novo Nordisk (NVO), Eli Lilly (LLY). Host: Travis Hoium Guests: Lou Whiteman, Jon Quast Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

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

Novo Nordisk just declared legal war on Eli Lilly as the battle over GLP-1 patients intensifies. But just because patients are being fought over does not mean they are being fought for.In this episode, we break down Novo Nordisk's lawsuit accusing Eli Lilly of misleading patients through advertisements comparing Zepbound and Mounjaro with Wegovy and Ozempic. The fight is not simply about which medication produces more weight loss. It is about who controls the information patients receive, which evidence gets highlighted, and what gets left in the fine print.Then we examine STAT News' investigation into LifeMD, a major telehealth company promoted by Novo as a legitimate pathway to GLP-1 treatment. Former employees alleged providers were pushed to process patients at breakneck speed, sometimes reviewing as many as 25 cases per hour, while refill queues, dose increases and patient messages piled up. LifeMD strongly disputes those allegations.But this cannot become another simplistic story about telehealth being bad.More than 100 million Americans are living with obesity, and only a small number of clinicians have dedicated obesity medicine expertise. The traditional healthcare system does not have enough specialists, appointment slots or geographic reach to provide every patient with an ideal, hour-long consultation.So how altruistic can we afford to be about access?Can we demand a perfect standard of care that most patients will never be able to reach? Or does scaling treatment too aggressively risk turning patients into transactions inside a prescription machine?Access cannot become a shield for negligence. But perfection cannot become another form of gatekeeping.The patient is being fought over. This episode asks what it would actually mean to fight for them.Learn more and follow On The Pen: https://www.otplinks.comThis episode is sponsored by VoaFit, where I receive care for obesity and metabolic health. https://www.voafit.com/otp to learn more!

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.

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

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

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

Jimmy Chang, CIO at Rockefeller Global Family Office, explains why the AI capex boom continues to support the market but argues investors should wait for more earnings commentary before adding to semiconductor positions. Plus, pressure in enterprise software after a Salesforce downgrade and the spike in Oracle's credit default swaps. Our Angelica Peebles reports on Novo Nordisk's lawsuit against Eli Lilly over Zepbound advertising and what the legal battle could mean for the obesity drug market. Jay Jacobs, U.S. Head of Equity ETFs at BlackRock, discusses the firm's new IQQ ETF and how investors are gaining exposure to the Nasdaq 100. EQT CEO Toby Rice explains the outlook for natural gas and energy demand. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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

Healthcare companies are built to improve patients' lives. So why do so many prioritize shareholders over the people they're meant to serve?This week, Halle sits down with Eric Ries, author of Incorruptible, to unpack the rise of shareholder primacy, what it is, and why he believes it's at the root of many of society's biggest challenges. They discuss the surprising history of corporate governance, the lessons behind Novo Nordisk's century-long success, and what founders can do today to keep their companies aligned with their mission as they grow.We cover:Why shareholder primacy reshaped corporate America (and where we go from here)How Novo Nordisk's unusual ownership structure may have saved GLP-1 researchThe simple governance change that could preserve your company's mission for decadesHow boards, investors, and acquisitions can slowly pull companies away from their original purposeThe founder mistakes that make mission drift almost inevitableAbout our guest:Over the last two decades, Eric Ries's ideas about continuous innovation, long-term thinking, governance, and market reform have reshaped company building and management practices. He is the creator of the Lean Startup method, and the author of two New York Times bestsellers The Lean Startup and Incorruptible; The Leader's Guide; and The Startup Way. As a founder, he has put his own ideas into practice with The Long-Term Stock Exchange (LTSE); Answer.AI, an AI R&D lab; Virgil, a legal services startup; and IMVU. On The Eric Ries Show, he talks with world-class technologists, thought leaders, and executives building for the long-term. Check out his book, Incorruptible: Why Good Companies Go Bad…and How Great Companies Stay Great—

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