Podcasts about Novo Nordisk

Im heutigen Podcast zeige ich dir den zentralen Grundsatz für bessere Trading Entscheidungen, nämlich die klare Trennung von Meinung und Fakt. Anhand von Novo Nordisk und einer Warren Buffett Anekdote erkläre ich, warum Aussagen wie gute Aktie oder gute Dividende nutzlos sind und welche technischen Fakten du stattdessen für deinen Handelsplan brauchst. Vereinbare jetzt dein kostenfreies Strategiegespräch: https://jensrabe.de/Q4Termin25 Trage dich hier in meinen täglichen kostenfreien Newsletter ein https://jensrabe.de/Q4NewsYT25

In this episode "How can we optimise decision-making for complex/high-risk kidney stone patients?"  Prof. Bhaskar Somani (GB) is joined by Dr. Matthew Breeggemann (US) and Dr. Timothy Bryant (GB) to explore the practical value and challenges of multidisciplinary collaboration in stone disease management. The speakers reflect on how shared decision-making within a structured stone MDT can support better outcomes for complex or high-risk recurrent kidney stone patients. Using a real-life case example, they walk through the patient journey, examining how early specialist input and coordinated care can impact diagnosis, treatment planning and follow-up.They discuss the current gaps in guideline implementation, particularly where patient complexity demands input beyond standard urological care. The role of nephrology, radiology and dietetics in MDT decision-making is highlighted, emphasising the need for clear communication and flexible protocols. The speakers also address challenges, such as delays in imaging or conflicting clinical opinions and how MDT formats can help resolve these through consensus-building.The importance of tailoring care to individual risk profiles is underscored, along with suggestions for integrating MDT principles into both large and smaller healthcare systems. The episode concludes with practical recommendations for centres looking to establish or improve a stone MDT. This conversation provides valuable insight for clinicians involved in managing stone disease and those working toward more coordinated care models.You can also listen to the previously released episode:Identifying high-risk stone formers: How can we improve early diagnosis and referral? A discussion between Prof. Somani, Prof. Ferraro and Prof. EmilianiAcknowledgmentMedical writing support was provided by Accenture Song Life Sciences with unrestricted funding from Novo Nordisk, with no involvement in the programme or speaker selection.

durée : 00:11:23 - L'Invité d'On n'arrête pas l'éco - Les traitements anti-obésité, en pleine vogue depuis deux ans, redessinent les silhouettes... mais aussi l'économie, des comptes de la Sécu jusqu'aux portions dans les restaurants. Entretien avec Etienne Tichit, le patron France de Novo Nordisk, le laboratoire derrière le Wegovy et l'Ozempic. Vous aimez ce podcast ? Pour écouter tous les autres épisodes sans limite, rendez-vous sur Radio France.

durée : 00:45:58 - On n'arrête pas l'éco - par : Alexandra Bensaid - Au menu ce samedi : un débat sur le projet d'euro numérique, un détour par Madrid, un reportage sur le commerce illicite de médicaments contrefaits... Et un entretien avec le patron France de Novo Nordisk, dont les traitements Ozempic ou Wegovy affinent les silhouettes et transforment l'économie. Vous aimez ce podcast ? Pour écouter tous les autres épisodes sans limite, rendez-vous sur Radio France.

Met 2026 voor de deur lijst Danny Reweghs zijn favoriete aandelen voor volgend jaar op. In deze aflevering van de Trends Beleggen Podcast vertelt hij waarom de rit van argenx nog niet gereden is. Daarnaast bespreekt hij de kansen op de aardgasmarkt en hoe het Amerikaanse EQT Corp. daarvan kan profiteren. Tot slot verklaart hij waarom de dramatische koersval van het Deense NovoNordisk overroepen is en het aandeel misschien wel de herontdekking van 2026 kan zijn. In Trends podcasts vind je alle podcasts van Trends en Trends Z, netjes geordend volgens publicatie.  De redactie van Trends brengt u verschillende podcasts over wat onze wereld en maatschappij beheerst.  Vanuit diverse invalshoeken en met een uitgesproken focus op economie en ondernemingen, op business, personal finance en beleggen.  Onafhankelijk, relevant, telkens constructief en toekomstgericht.  Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Met 2026 voor de deur lijst Danny Reweghs zijn favoriete aandelen voor volgend jaar op. In deze aflevering van de Trends Beleggen Podcast vertelt hij waarom de rit van argenx nog niet gereden is. Daarnaast bespreekt hij de kansen op de aardgasmarkt en hoe het Amerikaanse EQT Corp. daarvan kan profiteren. Tot slot verklaart hij waarom de dramatische koersval van het Deense NovoNordisk overroepen is en het aandeel misschien wel de herontdekking van 2026 kan zijn.   De Trends Beleggen podcast is een productie van Trends. Meer info en advies voor uw beleggingen op www.trends.be/beleggen. Elke dag beleggingsadvies in uw mailbox, registreer u gratis op één van de e-newsletters op www.trends.be/newsletters. De Trends Beleggen podcast komt tot stand met de gewaardeerde steun van ING. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Fueled by cancer, obesity and cardiovascular deals, $1 billion-plus takeouts in biotech are at their highest level in a decade with three weeks to go in the year. On the latest BioCentury This Week, BioCentury's analysts discuss the rise in large M&A deals and what the trends among the 37 acquisitions say about biopharma dealmaking.The analysts assess first-in-human in vivo CAR T data at the American Society of Hematology meeting from Kelonia Therapeutics, which showcase the promise of the modality and justify the growing pipeline. They also break down readouts from Praxis in developmental and epileptic encephalopathy from the American Epilepsy Society Annual Meeting and from Novo Nordisk, which presented full data at the Clinical Trials on Alzheimer's Disease meeting on semaglutide's failure to treat Alzheimer's disease.Washington Editor Steve Usdin analyzes a roller-coaster week at FDA in which Richard Pazdur resigned as director of FDA's Center for Drug Evaluation and Research and Tracy Beth Høeg became acting CDER director, a move that Usdin says will prompt staff departures, ease restraints on FDA leadersView full story: https://www.biocentury.com/article/657781#BiotechMA #CARTTherapy #EpilepsyResearch #AlzheimersDisease #FDA02:37 - Biotech M&A06:39 - In vivo CAR T10:08 - Semaglutide for Alzheimer's16:17 - Praxis22:11 - FDATo submit a question to BioCentury's editors, email the BioCentury This Week team at podcasts@biocentury.com.Reach us by sending a text

Are we approaching a paradigm shift…where the conversation elevates from “quantity” to “quality” of weight loss? And if true…what could that mean for “muscle health” CPG products, which have benefitted greatly from the current GLP-1 market dynamics? The first wave of GLP-1 receptor agonists, which I'm dubbing the “quantity” paradigm, has been nothing short of revolutionary…with Wegovy Ozempic and Zepbound Mounjaro demonstrating significant weight loss, often exceeding reported data from Novo Nordisk and Eli Lilly clinical trials respectively. This unprecedented efficacy fueled a massive surge in demand and Morgan Stanley projects annual GLP-1 sales will soon become the biggest drug class in history. However, the initial conversation was dominated by how much weight could be (and how quickly it was) lost. Therefore, as these medications became more widely used…critical concern emerged surrounding how a significant portion of the lost weight was not just fat but also valuable lean body mass. But this concern has catalyzed the move toward a next wave in the GLP-1 market, which I'm dubbing the “quality” paradigm…where the focus is on what kind of weight is being lost. Recognizing that health is about more than just a number on a scale, the shifted goal would now be (still) maximizing fat mass reduction but while simultaneously preserving, or even enhancing, lean mass. Also, the “quality” paradigm emphasizes an integrated approach to weight management…as patients seek outcomes that support an active, healthy lifestyle. Accordingly, many CPG companies (explicitly those positioned across the intersecting categories of food, beverage, and dietary supplements) have progressively adapted to support the specific nutritional needs of individuals prescribed GLP-1 medications. In fact, my introductory statement referred to how these GLP-1 market dynamics have been beneficial to certain CPG products (particularly ones aiding in “muscle health”). Also, just to clarify my definition of “muscle health” CPG products that are benefitting greatly from current GLP-1 market dynamics…I'm mainly talking about protein (the tried-and-true nutritional cornerstone of building muscle), but also creatine (a natural fuel source for muscles) and HMB (that helps protect muscle mass). Though, if we want to fully understand any potential “muscle health” CPG categorical impacts stemming from next-gen pharmaceutical innovation aimed at improving long-term metabolic health and functional outcomes. According to analysts at TD Cowen, combination treatments designed to help individuals preserve muscle while losing weight with popular GLP-1 drugs by Novo Nordisk and Eli Lilly could generate more than $30 billion in sales by 2035. And maybe the most closely watched mid-stage drug trials have revolved around bimagrumab, which is a muscle-preserving drug that was part of an almost $2 billion Eli Lilly acquisition from mid-2023. Regardless of possible regulatory challenges still remaining, my strong conviction centers around eating less (with the help of current GLP-1 medications) can only do so much to better your health…thus “weight loss while maintaining muscle mass” is far too important for long-term health outcomes. Accordingly, these will become the next holy grail of obesity treatment (as we move closer to the 2030s). And if that prediction is directionally correct (which I believe is highly probable), it means eating/drinking culture will be reshaped further, accelerating a pivot toward nutrient density and functional benefits!

Good morning from Pharma Daily: the podcast that brings you the most important developments in the pharmaceutical and biotech world. Today, we delve into a series of compelling advancements and challenges that are shaping this dynamic industry.Pfizer has recently unveiled phase 3 results for its hemophilia drug Hympavzi, positioning it as a formidable competitor against Sanofi's Qfitlia and Novo Nordisk's Alhemo. The data suggests Hympavzi offers robust efficacy, potentially revolutionizing hemophilia treatment and enhancing patient outcomes significantly. This development is not just about competition; it represents a critical stride forward in patient care for those affected by this debilitating condition.UCB plans to seek regulatory approval for Fintepla to treat an additional epileptic disorder following positive phase 3 trial results in patients with CDKL5 deficiency disorder. This decision reflects promising results and could offer new hope to patients with limited treatment options, further cementing Fintepla's position in epilepsy management.Gene therapy continues to shine with CSL's Hemgenix demonstrating sustained long-term benefits. After five years of follow-up, a single dose has reduced annualized bleeding rates by an impressive 90% in hemophilia B patients within the Hope-B study. Such long-term efficacy highlights gene therapy's transformative potential, offering lasting improvements in quality of life for patients with genetic disorders.Regulatory frameworks are also evolving, as evidenced by the CDC's Advisory Committee on Immunization Practices (ACIP) voting to modify hepatitis B vaccine guidance for newborns. This decision advocates an individualized approach, sparking debate over vaccination strategies, which reflects the complexities and delicate balance required in public health policies today.Regeneron is making strides to simplify treatment regimens for T-cell engagers Lynozyfic and Ordspono. By reducing regimen complexity, they aim to improve patient compliance and expand access, thus enhancing the potential impact on cancer care—a crucial step toward broader therapeutic accessibility.In an effort to address cost barriers and stimulate domestic production of generics, Mark Cuban has proposed lowering FDA fees. This proposal highlights ongoing discussions around regulatory reforms needed to boost generics manufacturing in the United States. Such initiatives align with broader industry goals of increasing access to affordable medications.Despite these advancements, industry insiders have expressed concerns about "unprecedented turmoil" within the FDA. These challenges underscore the critical role of stable leadership in maintaining public trust and ensuring effective regulation amidst rapid scientific progress.Obesity treatments are gaining significant attention as companies like Wave Life Sciences and Structure Therapeutics report promising data, capturing increased investor interest. This trend underscores a growing focus on innovative pharmacological approaches to address obesity—a complex, multifactorial condition that affects millions globally.The strategic landscape of cancer diagnostics is also evolving, as evidenced by Natera's acquisition of Foresight Diagnostics. This deal underscores ongoing industry consolidation efforts aimed at enhancing technological capabilities and expanding market presence—a testament to the critical role diagnostics play in comprehensive cancer care strategies.As we observe these developments, it's clear that scientific innovation coupled with strategic regulatory maneuvers is shaping the future of healthcare. These advancements offer profound implications for patient care, providing new hope through advanced therapies while highlighting the importance of effective regulation and strategic partnerships.Precision medicine continues to extend beyond oncology into fields like cardiometabolic and neSupport the show

It's In the News.. a look at the top headlines and stories in the diabetes community. This week's top stories: big FDA recall around Freestyle Libre (see more below to find out if you're affected), Dexcom launches their 15.5 day sensor, Omnipod announces enhancements, Tandem tests a fully closed loop (with high fat, high carb meals) and lots more! Find out how to submit your Community Commercial Find out more about Moms' Night Out  Please visit our Sponsors & Partners - they help make the show possible! Learn more about Gvoke Glucagon Gvoke HypoPen® (glucagon injection): Glucagon Injection For Very Low Blood Sugar (gvokeglucagon.com) Omnipod - Simplify Life Learn about Dexcom   Check out VIVI Cap to protect your insulin from extreme temperatures The best way to keep up with Stacey and the show is by signing up for our weekly newsletter: Sign up for our newsletter here Here's where to find us: Facebook (Group) Facebook (Page) Instagram Twitter Check out Stacey's books! Learn more about everything at our home page www.diabetes-connections.com  Reach out with questions or comments: info@diabetes-connections.com Episode transcription with links: Hello and welcome to Diabetes Connections In the News! I'm Stacey Simms and every other Friday I bring you a short episode with the top diabetes stories and headlines happening now. Our top story this week: XX Certain glucose monitors from Abbott Diabetes Care are providing users with incorrect glucose readings, an error that has been linked with the deaths of at least seven people and more than 700 serious injuries worldwide, according to an alert from the US Food and Drug Administration.   Incorrect glucose readings can lead to improper treatment. Abbott warned that about 3 million FreeStyle Libre 3 and FreeStyle Libre 3 Plus sensors are affected, but no other Libre products. Patients can visit FreeStyleCheck.com to see if their sensors are affected and to get a replacement for free.   The FDA has also published specific information about the affected products in its alert. The agency considers this to be a "potentially high-risk issue" and will continue to update its website as information becomes available.   "Patients should verify if their sensors are impacted and immediately discontinue use and dispose of the affected sensor(s)," the FDA said.   https://www.cnn.com/2025/12/02/health/abbott-diabetes-glucose-monitors https://www.freestylecheck.com/us-en/home.html XX Omnipod 5 is getting some enhancements.. and Omnipod 6 is announced. The FDA cleared updates including  a lower, 100 mg/dL target glucose option and what they call a more seamless automated experience. "This is the most significant algorithm advancement to our Omnipod 5 System since its launch in 2022," said Eric Benjamin, Insulet EVP and COO. Insulet said the new 100 mg/dL target glucose expands Omnipod 5's customization range. It now features six settings between 100 mg/dL and 150 mg/dL in 10 mg/dL increments. The company said this flexibility allows healthcare providers to tailor insulin delivery more precisely. It supports individuals seeking tighter glucose management or aiming to meet specific glucose goals. Omnipod 5's latest upgrades also help users stay in "Automated Mode" with fewer interruptions, even during prolonged high glucose events. Insulet plans to launch the updates to the algorithm in the first half of 2026. The company announced plans for an Omnipod 6 – without a lot of detail - at the company's Investor Day event in November. They also talked about a new, fully closed-loop pump for the type 2 diabetes population. https://www.drugdeliverybusiness.com/insulet-fda-clearance-omnipod-5-algorithm-enhancements/ XX Dexcom, the global leader in glucose biosensing, announced today that the Dexcom G7 15 Day Continuous Glucose Monitoring (CGM) System will launch in the United States on Dec. 1, making it the longest-lasting CGM system with 15.5 days of wear.   Dexcom G7 15 Day will first be available through durable medical equipment (DME) providers on Dec. 1 with full retail launch in the coming weeks. Dexcom G7 15 Day will also be covered for Medicare beneficiaries.   Dexcom G7 15 Day's industry-leading wear-time will provide fewer sensor changes, less disruption and more time for people with diabetes to benefit from life-changing CGM technology.   New with Dexcom G7 15 Day:  Longest lasting CGM system with 15.5 days of wear. Best-in-class accuracy1 with an overall MARD of 8.0%. Easier glucose management with fewer monthly sensor changes and reduced monthly waste. This follows yesterday's announcement – the FDA has cleared Dexcom Smart Basal, the first and only CGM-integrated basal insulin dosing optimizer designed for adults 18 and older with Type 2 diabetes using long-acting insulin. Dexcom Smart Basal will use Dexcom G7 15 Day sensor data and logged doses to calculate personalized daily recommendations to guide users towards a more effective long-acting insulin dose, as directed by their healthcare provider. At launch, Dexcom G7 15 Day will connect with the iLet Bionic Pancreas and Omnipod® 5§§. We are working closely with Tandem and look forward to extending the launch to their customers shortly as they finalize integration. For specific information on pump compatibility and availability with the Dexcom G7 15 Day system, visit Dexcom.com/connectedpumps https://investors.dexcom.com/news/news-details/2025/Dexcom-G7-15-Day-Continuous-Glucose-Monitoring-System-to-Launch-on-Dec--1-in-the-United-States/default.aspx   XX A small study of ten adults with type 1 diabetes tested Tandem's new fully closed-loop "Freedom" insulin system — and the participants put it through a real-world stress test. For 72 hours in a hotel setting, they ate heavy carb-and-fat meals, skipped all meal announcements, and didn't give any mealtime insulin boluses. The system handled almost everything automatically. Researchers said the device stayed in closed-loop mode 97% of the time and there were no incidents of diabetic ketoacidosis or severe hypoglycemia reported. While using the Freedom system, participants spent a median 61% of the day in the glucose target range — slightly higher than the 56% achieved with their usual pump at home. But the biggest improvement came overnight: time in range jumped to 96% with the closed-loop system compared to just under 70% during their home-pump week. With almost zero time spent below 70 mg/dL, researchers concluded that the fully automated Tandem system was both safe and effective even with unannounced, high-impact meals — hinting at a future of diabetes management that demands less effort from users.   XX Novo Nordisk reported promising mid-stage results for its experimental drug amycretin (AM-ee-creht-in) in diabetes patients on Tuesday. Amycretin, targets both GLP-1 and amylin hormones. In this study, it helped patients with type 2 diabetes lose up to 14.5% of their body weight over 36 weeks with weekly injections, far outperforming a placebo. The oral version delivered weight loss of up to 10.1%. Rival Eli Lilly  is surging ahead with its own amylin-based drug, eloralintide, which is advancing to late-stage testing after helping patients shed as much as 20% of their weight in a mid-stage trial. https://www.cnbc.com/2025/11/25/novos-next-gen-obesity-drug-shows-positive-results-heads-to-late-stage-testing.html XX The U.S. Medicare health plan said on Tuesday that newly negotiated prices for 15 of its costliest drugs will save 36% on those medications compared with recent annual spending, or about $8.5 billion in net covered prescription costs. The prices go into effect in 2027, including a monthly price of $274 for Novo Nordisk's popular GLP-1 drug semaglutide, sold as Wegovy for weight loss and Ozempic for diabetes. medicare's recent net price for Ozempic, opens new tab was $428 a month, according to an analysis published in the Journal of Managed Care and Specialty Pharmacy. Medicare put the drug's list price, before confidential rebates and discounts, at $959 a month. Based on such nondiscounted list prices, Medicare said savings on the 15 drugs ranged from 38% to 85%. The annual price negotiations were established under President Joe Biden's signature Inflation Reduction Act (IRA) of 2022. Previously, Medicare was barred by law from negotiating with drugmakers. https://www.reuters.com/business/healthcare-pharmaceuticals/us-negotiated-medicare-prices-15-more-drugs-test-cost-savings-promise-2025-11-25/   XX LifeScan announced its Chapter 11 bankruptcy reorganization plan received U.S. Bankruptcy Court approval. LifeScan said it's positioned to emerge from its financial restructuring process by the end of the year. The CEO says, "This balance sheet restructuring provides a stronger foundation for LifeScan to support our base business, advance new growth strategies, and commence our journey to become one of the most comprehensive players in the glucose management space." https://www.drugdeliverybusiness.com/glucose-monitor-lifescan-emerge-from-bankruptcy/ XX An artificial intelligence (AI)-led Diabetes Prevention Program (DPP) was as effective as a traditional human-led program in achieving recommended goals for weight loss, A1c reduction, and physical activity, according to a randomized trial of adults with prediabetes and overweight or obesity. One example of a push notification: "Looks like you're at the grocery store, Rita! Want a quick list of high-fiber snacks or smart swaps to stay on track this week?" The app also provided location- and goal-based education, with gamification elements to promote engagement. Approximately one third of participants in both the AI and human-led groups achieved the primary outcome (31.7% and 31.9%, respectively). Results were consistent across sensitivity analyses and individual components of the composite endpoint. "As more AI-based programs emerge, head-to-head comparisons among different AI-DPPs will be informative. An AI-led approach will not suit everyone; some individuals benefit more from human interaction and accountability," said Mathioudakis, adding that future research should focus on best matching patients to the modalities they prefer. https://www.medscape.com/viewarticle/ai-directed-diabetes-prevention-program-effective-human-2025a1000xam XX A new study suggets metformin could help people with type 1, reducing the need for insulin.  The researchers were surprised to find that metformin did not improve insulin resistance or change blood sugar levels. This suggests that, unlike in type 2 diabetes, metformin doesn't combat insulin resistance in type 1 diabetes.   However, metformin did reduce the amount of insulin people needed to keep their blood sugar levels stable.   https://www.the-express.com/news/health/192157/diabetes-medicine-insulin-type-1 XX Beyond Type 1 launches #TheBeyondType campaign in India to combat type 1 diabetes stigma. Nick Jonas is one of the founders of Beyond Type 1, his wife, Priyanka Chopra Jonas is his partner in this new non profit. The initiative highlights inspiring individuals living with T1D and partners with local organisations to improve awareness, medical support, and community networks for affected families across the nation. India has more young people living with T1D than any other nation, yet understanding of the condition remains limited. Beyond Type 1 is partnering with grassroots organisations across high-need regions. These include HRIDAY in Delhi–NCR, Nityaasha Foundation in Pune, Gram Jyoti in Jharkhand, and SAMATVAM Trust in Bangalore—each group focusing on improving awareness, providing medical support and building stronger community networks for young people with T1D.

Russia's president Vladimir Putin is visiting India. Economic cooperation is high on the agenda and, for India, its relationship with Russia is even more important with high US tariffs hurting the country's export market. The maker of the diabetes drug, Ozempic, could be facing a major headache after a court in India told a generic drugs company that they could export Novo Nordisk's key ingredient without patent protection And the EU is looking into the way Meta uses AI in WhatsApp. Presenter: Leanna Byrne Producer: Ahmed Adan Editor: Justin Bones

Harry Destecroix was studying for his PhD at Bristol University when he co-founded Ziylo. Based on 20 years of Bristol chemistry research, the spin-out company created a new technology that can be developed to treat diabetes more effectively. It's a breakthrough that led to its acquisition by pharmaceutical firm, Novo Nordisk, in a deal reportedly worth up to 600 million pounds. Harry has also founded the incubator, Science Creates and is the founding managing partner of SCVC, a venture capital firm. Harry tells Evan Davis why his own experience of spinning out a company has made him passionate to help other early-stage companies in the Bristol area – whether that's providing lab space, finance or advice.(Image: Harry Destecroix Credit: Peter Schiazza, Copyright: Science Creates)

In der heutigen Folge sprechen die Finanzjournalisten Anja Ettel und Holger Zschäpitz über das Microsoft-Barometer und seine Folgen, das Inditex-Luxusproblem und gute Stimmung bei Salesforce. Außerdem geht es um Eli Lilly, AbbVie, Johnson & Johnson, Novo Nordisk, AstraZeneca, Abbott Laboratories, UnitedHealth Group, Bristol Myers Squibb, Dexcom, Align Technology, ResMed, Hims & Hers, JD Health International, iRhythm Technologies, Pro Medicus, Oscar Health, Xtrackers MSCI World Health Care (WKN: A113FD), Amundi S&P World Health Care Screened (WKN: A3DSTC), Franklin Future of Health and Wellness (WKN A3EFKW), Global X Telemedicine & Digital Health (WKN A2QKQ1), Xtrackers MSCI Genomic Healthcare Innovation (WKN: DBX0R2), Agilent, Roche, Vertex, Microsoft, Meta, Alphabet, Amazon, Nvidia, Salesforce, SAP, Snowflake, Inditex, H&M, Next, LVMH, Hermès, Aumovio, TKMS, Hellofresh, Gerresheimer, Ottobock, Tonies, PSI Software, Verbio, LPKF, Stratec, Thyssenkrupp Nucera, Procredit, Amadeus Fire, Bayer, BASF, Corteva, Syngenta, Formycon und PNE. Die aktuelle "Alles auf Aktien"-Umfrage findet Ihr unter: https://www.umfrageonline.com/c/mh9uebwm 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 und AAA-Newsletter.[ 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] (https://open.spotify.com/playlist/6zxjyJpTMunyYCY6F7vHK1?si=8f6cTnkEQnmSrlMU8Vo6uQ) findest Du die Samstagsfolgen Klassiker-Playlist auf Spotify! 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

This episode covers: Cardiology This Week: A concise summary of recent studies DAPT: how short is too short Obesity and atrial fibrillation Milestones: COURAGE  Host: Emer Joyce Guests: Carlos Aguiar, Steffen Massberg, Prash Sanders Want to watch that episode? Go to: https://esc365.escardio.org/event/2178 Want to watch that extended interview on dual antiplatelet therapy (DAPT) and shortening its optimal duration, go to: https://esc365.escardio.org/event/2178?resource=interview   Disclaimer  ESC TV Today is supported by Bristol Myers Squibb and Novartis through an independent funding. The programme has not been influenced in any way by its funding partners. This programme is intended for health care professionals only and is to be used for educational purposes. The European Society of Cardiology (ESC) does not aim to promote medicinal products nor devices. Any views or opinions expressed are the presenters' own and do not reflect the views of the ESC. The ESC is not liable for any translated content of this video. The English language always prevails.   Declarations of interests Stephan Achenbach, Yasmina Bououdina, Emer Joyce, Nicolle Kraenkel and Steffen Massberg have declared to have no potential conflicts of interest to report. Carlos Aguiar has declared to have potential conflicts of interest to report: personal fees for consultancy and/or speaker fees from Abbott, AbbVie, Alnylam, Amgen, AstraZeneca, Bayer, BiAL, Boehringer-Ingelheim, Daiichi-Sankyo, Ferrer, Gilead, GSK, Lilly, Novartis, Pfizer, Sanofi, Servier, Takeda, Tecnimede. John-Paul Carpenter has declared to have potential conflicts of interest to report: stockholder MyCardium AI. Davide Capodanno has declared to have potential conflicts of interest to report: Bristol Myers Squibb, Daiichi Sankyo, Sanofi Aventis, Novo Nordisk, Terumo. Konstantinos Koskinas has declared to have potential conflicts of interest to report: honoraria from MSD, Daiichi Sankyo, Sanofi. Steffen Petersen has declared to have potential conflicts of interest to report: consultancy for Circle Cardiovascular Imaging Inc. Calgary, Alberta, Canada. Prashanthan Sanders has declared to have potential conflicts of interest to report: advisory board representative University of Adelaide, Medtronic, Boston Scientific, CathRx, Abbott and Pacemate as well as research grants for University of Adelaide: Medtronic, Abbott, Boston Scientific, Becton Dickson. Emma Svennberg has declared to have potential conflicts of interest to report: Abbott, Astra Zeneca, Bayer, Bristol-Myers, Squibb-Pfizer, Johnson & Johnson.

Winner of the CTP Cup for IBIT Announcing the participants for the CTP Cup 2025 Calling a Code Red! Sam Altman’s declaration 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? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Interactive Brokers  Warm-Up - Winner of the CTP for IBIT - Announcing the participants for the CTP Cup 2025 - Calling a Code Red! Sam Altman's panic - Here come the Tariff lawsuits - - Smart Toilets are a thing (And learning the Bristol Scale) Markets - Horses can smell the barn.... Seasonal Trends - PR Teams - full throttle - (This is their Social Media) - Tax planning over the next couple of weeks may see some selling into year end Impressive Results - India's economy grew at a faster-than-expected pace of 8.2% in the quarter ended September against a forecast of 7.3% in a Reuters poll and 7.8% expansion in the previous quarter, data released last Friday showed. - The Indian government has cut consumer taxes on hundreds of items and implemented long-delayed labour reforms in the last three months as it tries to keep the domestic economy strong in the face of global uncertainties. - Strongest in 6 quarters - Economists said stockpiling for the festive season as well as expedited exports ahead of the 50% tariff deadline on August 27 might have contributed to the quarterly growth figures. - Manufacturing output rose 9.1% in the quarter ending in September from a year earlier against growth of 7.7% a quarter ago, while construction expanded 7.2% year-on-year from 7.6% a quarter ago. NVDA Spreading Out - Nvidia on Monday announced it has purchased $2 billion of Synopsys common stock as part of a strategic partnership to accelerate computing and artificial intelligence engineering solutions. - As part of the multiyear partnership, Nvidia will help Synopsys accelerate its portfolio of compute-intensive applications, advance agentic AI engineering, expand cloud access and develop joint go-to-market initiatives, according to a release. - Nvidia said it purchased Synopsys' stock at $414.79 per share (Now at $445) Amazon Ultra Fast Service - The parent company of Instacart fell nearly 4% after Amazon said it's testing “ultra-fast” delivery of groceries in Seattle and Philadelphia. - These deliveries take about 30 minutes or less, said Amazon. - Doordash and other delivery companies stocks also fell. Microstrategy - Strategy - Stock has been under pressure - Who knows what the company actully does anymore - Leverage Bitcoin play - issuing massive debt and convertibles to but Bitcoin - Stock down 39% this year and 52% 1 -year (Up 400% in the last 5 years) -Bitcoin dropped below $87k this week before staging a recovery bounce. Devil's Metal - Silver has outpaced gold in 2025, with a growth of about 71%, compared to gold's 54%. - Silver mine production has been decreasing for the past ten years, especially in Central and South America, due to mine closures, resource depletion and infrastructure challenges. - While industrial demand for silver is expected to decline slightly in 2025, the metal is increasingly used in electric vehicles, for AI components and in photovoltaics. - Some people are saying that people were having to transport silver by plane rather than on cargo ships to meet delivery demand INTERACTIVE BROKERS Check this out and find out more at: http://www.interactivebrokers.com/ Some Trump Updates: - Reiterates his view that Chair Powell should reduce rates. - Says he's negotiating with Democrats on healthcare. - Plans to give refunds out of collected tariffs. Crying Game - SoftBank Group founder Masayoshi Son on Monday downplayed the decision to offload the conglomerate's entire Nvidia stake, saying he “was crying” over parting with the shares. - Speaking at a forum in Tokyo Monday, Son addressed SoftBank's November disclosure that the firm had sold its holding in the American chip darling for $5.83 billion. - According to Son, SoftBank wouldn't have made the move if it didn't need to bankroll its next artificial intelligence investments, including a big bet on OpenAI and data center projects. Are Stocks Overvalued? CAPE RATIO Consumers... Consumer Confidence CODE RED -  Chief executive Sam Altman reportedly declared a “code red” on Monday, urging staff to improve its flagship product ChatGPT, an indicator that the startup's once-unassailable lead is eroding as competitors like Google and Anthropic close in. - In the memo, reported by the Wall Street Journal and The Information, Altman said the company will be delaying initiatives like ads, shopping and health agents, and a personal assistant, Pulse, to focus on improving ChatGPT. This includes core features like greater speed and reliability, better personalization, and the ability to answer more questions, he said. - Herein lies the problem with this entire tech market - what if ChatGPT fades to the sideline with $1.5Trillion promised over the next 5-7 years? - Remember, Google declared a Code Red after the arrival of ChatGPT. AI Takeover - Massachusetts Institute of Technology on Wednesday released a study that found that artificial intelligence can already replace 11.7% of the U.S. labor market, or as much as $1.2 trillion in wages across finance, health care and professional services. - The study was conducted using a labor simulation tool called the Iceberg Index, which was created by MIT and Oak Ridge National Laboratory. - The index simulates how 151 million U.S. workers interact across the country and how they are affected by AI and corresponding policy. Costco Sues - Costco filed a lawsuit asking for a full refund of tariffs the warehouse club giant has paid since President Donald Trump imposed “reciprocal” and “fentanyl” tariffs earlier this year. - Costco sued the Trump administration to get a full refund of new tariffs it paid so far this year, and to block those import duties from continuing to be collected from the retail warehouse club giant as a Supreme Court case plays out. - Costco is worried that it would lose the money even if the Tariffs were deemed illegal. Fat Cutting -  Eli Lilly said it is lowering the cash prices of single-dose vials of its blockbuster weight loss drug Zepbound on its direct-to-consumer platform, LillyDirect. - Starting Dec. 1, cash-paying patients with a valid prescription can pay $299 to $449 per month for Zepbound vials on LillyDirect, depending on the dose, down from a previous range of $349 to $499 per month. - The announcement comes just weeks after President Donald Trump inked deals with Eli Lilly and Novo Nordisk to make their GLP-1 drugs easier for Americans to access and afford. Smart Toilets - This year industry giants Toto Ltd. and Kohler Co. introduced smart toilets capable of analyzing what is in the bowl - Launched in August, the latest model in the Neorest line starts at roughly $3,200. - It uses an LED light and a sensor to read the shape, color, hardness and volume of stool as it drops, and sends data to a smartphone app in less than a minute. - Each toilet can support as many as six users — enough for most households — while some companies have bought multiple units for their employees. Toto aims to sell 7,300 units annually by 2028. - For now the stool-scanning Neorest is available only in Japan. - The app analyzes bowel movements against the Bristol scale, which is commonly used to diagnose constipation, inflammation or diarrhea, and offers simple recommendations such as eating more fiber and drinking more water, or even menu suggestions, like vegetable soup. Bristol Scale Feel Good - Entrepreneur Michael Dell and his wife, Susan, will deposit $250 in the individual investment accounts of 25 million American children in a $6.25 billion philanthropic pledge as part of the Trump administration's Invest America initiative. - $250 each child born after between 2015 and 2025 - The money will go to the accounts of children who live in ZIP codes where the median family's income is $150,000 or less, according to a spokesperson for the Dells. Love the Show? Then how about a Donation? Announcing the Winner for iShares Bitcoin Trust ETF (IBIT) Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt! CTP CUP 2025 Here is the list of players: Jim Beaver Mike Kazmierczak Joe Metzger Ken Degel David Martin Dean Wormell Neil Larion Mary Lou Schwarzer Eric Harvey (2024 Winner) FED AND CRYPTO LIMERICKS See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

Topics We Cover: 00:00 – New data from Harvard/Mass General may classify nearly 70% of adults as having obesity 03:00 – A new oral triple agonist shows record-setting absorption rates 07:00 – Fractal Health's Revita procedure: weight maintenance after stopping GLP-1s 12:00 – Zepbound vial prices drop (full breakdown by dose) 16:00 – Dave's personal experience switching off Mounjaro and intense hunger return 22:00 – Novo Nordisk's EVOKE/EVOKE+ Alzheimer's trial: what the data really means 29:00 – Why GLP-1 neurological research is just getting started 33:00 – Updates on access, partners, and major news coming soon for Medicare patients If you're on Wegovy, Mounjaro, Zepbound, Saxenda, Trulicity, or compounded versions, this episode gives you the insight and context you need to have more competent and confident conversations with your doctor. Bullet Point Summary of the Podcast Episode New Obesity Measurement Data (Harvard/Mass General Study) Harvard and Mass General propose adding waist circumference to BMI to better diagnose obesity. Traditional BMI misses key factors like muscle mass and body composition. Using the updated measure, Americans classified as obese jumps from ~43% to almost 69%. This means 7 out of 10 U.S. adults would now qualify as having the disease of obesity. Dave notes this validates many people who “feel” metabolically unwell despite a “normal” BMI. Reinforces his claim that “most people should be talking to their doctors about GLP-1s.” New Oral Triple Agonist (Ascletis – ASC41/ASC? Molecule) From Ascletis (A-S-C-L-E-T-I-S), developing an oral triple agonist targeting: GLP-1 GIP Glucagon Similar in mechanism to retatrutide, expected around 2027. Preclinical (animal) data show stunning results: Oral bioavailability of 4.2% 9× higher than tirzepatide 30× higher than oral semaglutide 6× higher than oral retatrutide 57× greater drug exposure than oral retatrutide Half-life ~56 hours Stronger receptor activation than retatrutide in vitro Suggests potential for the first powerful oral triple agonist—worth watching. ️ 3. Discussion of the Gray Market / TikTok Experience Dave briefly recounts losing his TikTok account and landing in an algorithm filled with teenagers promoting gray-market “retatrutide.” Expresses concern over unregulated peptide sales, especially to minors. Fractal Health's New Data – Weight Maintenance After Stopping GLP-1s New results from the Reveal One study (Fractal Health). Participants: lost 24% of body weight on GLP-1s → stopped injections → got one Revita procedure. At 6 months post-GLP-1 discontinuation: Weight changed only 1.5% (vs. ~10% regain in typical off-drug trials) HbA1c barely shifted Safety profile clean Suggests possible long-term weight maintenance without injections through gut mucosal re-lining. Dave describes his own recent attempt to switch drugs and significant hunger return. Food Noise & Biologic Hunger Dave discusses how stopping Mounjaro caused terrifying, primal hunger. Describes the distinction between: Food noise (brain-based thoughts) Hunger signals (biological/animalistic) Reinforces why many patients cannot maintain weight loss without support. Zepbound (Tirzepatide) Cash-Pay Price Reductions Eli Lilly drops cash-pay vial pricing: 2.5 mg: $349 → $299 5 mg: $499 → $399 7.5–15 mg: $499 → $449 Community feedback (informal poll): Most say still too high to leave compounded versions. Many would switch to branded if price hit $200–$300. Dave notes the Most Favored Nations agreement will push GLP-1 prices toward $250/month within 24 months. Alzheimer's Study (Novo Nordisk – EVOKE & EVOKE+) Oral semaglutide (Rybelsus, 14 mg) did not slow Alzheimer's clinical progression. Biomarkers improved but daily function and cognitive decline did not improve vs placebo. Important context: Oral Rybelsus is a weak form of semaglutide; stronger versions (like Wegovy 2.4 mg or upcoming high-dose oral Wegovy) not tested. Weight loss is not desirable in Alzheimer's patients, influencing drug selection. Dave emphasizes: This was a nearly $700M trial and an act of scientific courage. This is NOT the end of GLP-1 Alzheimer's research. Future molecules may target neurological pathways without suppressing appetite. Mentions Lilly's brenipatide, a GIP receptor agonist being developed for: Addiction Opioid dependency Possibly asthma ️ 8. Access, Cost, and Patient Empowerment Highlights Shed as a partner offering telehealth GLP-1 access. Notes many patients hide GLP-1 use from their primary care doctors. Reinforces OTP's mission: better, more honest conversations with clinicians. Shapa (Numberless Scale) & Dave's Personal Update Dave explains how the Shapa numberless scale helped him stay engaged during weight fluctuations. Finds stepping on “zones” (green/gray/blue) less emotionally damaging than numbers. Closing Notes Promises upcoming Eli Lilly savings card update. Encourages subscribing, liking, and enabling notifications for algorithm visibility. Thanks OTP community for amplifying patient-centric obesity medicine news. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Novo Nordisk, the pharmaceutical company behind popular GLP-1 medications like Wegovy and Ozempic, recently announced that its phase 3, two-year trial examining GLP-1 medications for Alzheimer's failed to produce a significant reduction in disease progression.While these results are discouraging, they may have revealed something vital about Alzheimer's treatment.In this video, Dr. Bret Scher breaks down the recent failure of Novo Nordisk's evoke and evoke+ trials and what it teaches us about the limitations of a drug-only approach to Alzheimer's treatment.Key topics covered:Why GLP-1s may not be enough for Alzheimer'sThe link between glucose metabolism and brain energy failureHow ketones offer an alternative fuel for the brainEarly research on ketogenic therapy for cognitive impairmentWhy nutritional interventions deserve more scientific attentionWith Alzheimer's affecting millions and costing billions, it's time to shine a light on metabolic strategies that directly support brain energy, reduce inflammation, and improve cognitive function.

Novo Nordisk's highly anticipated data for semaglutide in Alzheimer's dashed hopes that the GLP-1 therapy could become a game changer in the disease. On the latest BioCentury This Week podcast, Executive Editor Selina Koch discusses the Phase III readout including what it says about the mechanism's use in the neurodegenerative disease, Novo's decision to skip Phase II and enroll a large patient group in a later stage trial, and what other datasets for GLP-1s in the indication have shown.Washington Editor Steve Usdin explains why FDA's new vaccine policies, driven by CBER Director Vinay Prasad, could have impacts more far-reaching than expected, including making it more difficult to develop or modify vaccines. And Lauren Martz, Executive Director of Biopharma Intelligence, analyzes the bleak investment outlook for cell and gene therapy companies in the U.S. and why China's biotech ecosystem offers a glimmer of hope for sponsors of these assets.View full story: https://www.biocentury.com/article/657721#Semaglutide #GLP1Therapies #VaccinePolicy #CellAndGeneTherapy #AlzheimersResearch00:00 - Introduction01:53 - Novo's Alzheimer's Miss13:19 - FDA's New Vaccine Policy19:53 - Funding C> BiotechsTo submit a question to BioCentury's editors, email the BioCentury This Week team at podcasts@biocentury.com.Reach us by sending a text

Ejerfondene bag Novo Nordisk og Lundbeck har købt sig ind i et nyt selskab.Fruergaard og Gubra-stifter lægger mio. i opkøb af jord. Axcel køber norsk it-firma for milliard­beløb.Troels Lund Poulsen advarer mod fredsaftale. Mange flere skal have vægttabs­me­dicin. Regeringen vil gribe ind over for bankers gebyrer. Nordfyns Bank og Middel­fart Sparekasse godkender bankfu­sion. Danskerne køber flere biler end sidste år - specielt elbiler. Vært: Trine Duvander (trine.duvander@borsen.dk)

Send us a textGood morning from Pharma Daily: the podcast that brings you the most important developments in the pharmaceutical and biotech world. Today, we'll explore the latest advances and strategic moves shaping the industry, providing you with insights into how these developments might influence drug development and patient care.The pharmaceutical and biotech sectors are currently experiencing a wave of transformative changes. A significant development is the trade agreement between the United States and the United Kingdom, which excludes medicines from import tariffs. This strategic move, orchestrated by the Trump administration, is set to reduce costs and bolster investments in pharma sectors across both nations. By enhancing market accessibility, it aims to stimulate cross-border investment in pharmaceutical research and production.On the clinical front, Eli Lilly is making headlines by joining Novo Nordisk in reducing self-pay prices for its GLP-1 receptor agonist, Zepbound. This reflects a broader industry trend towards patient-centric pricing models aimed at improving affordability. With healthcare costs on the rise, these measures could ease financial burdens for patients requiring long-term medication regimens.Regulatory updates are also making waves, with the FDA planning stricter vaccine regulations under Dr. Vinay Prasad's leadership at the Center for Biologics Evaluation and Research (CBER). These updates come amid concerns over vaccine safety during COVID-19-related incidents, underscoring a commitment to maintaining public trust in vaccines. Regulatory scrutiny continues as Prasad focuses on COVID-19 vaccine safety in children amid reports linking 10 child deaths to vaccines via VAERS—emphasizing challenges interpreting safety data while highlighting the need for robust methodologies ensuring reliable causality conclusions.In corporate restructuring news, Valneva is streamlining its operations by closing a site and eliminating 30 roles. This move highlights an industry focus on optimizing resources to bolster vaccine development pipelines. Meanwhile, Microsize and Schedio's acquisition of Lonza's Swiss micronization plant underscores ongoing investments in advanced manufacturing technologies critical for high-quality pharmaceuticals.In ophthalmology, Belite Bio is advancing with promising Phase 3 results for tinlarebant in treating Stargardt disease—a rare genetic eye disorder. This success positions Belite to file for FDA approval, potentially expanding treatment options for this underserved patient population. Such advancements in targeted therapies emphasize the need for ongoing research in genetic disorders.Regeneron is betting $150 million on Tessera's gene writing technology targeting alpha-1 antitrypsin deficiency (AATD). This collaboration highlights the industry's growing interest in gene therapy as a frontier for treating rare diseases, marking a shift towards precision medicine where tailored genetic interventions offer hope for previously untreatable conditions. Regeneron's strategic move investing $275 million partnering with Tessera exploring gene editing capabilities—focusing on TSRA-196 targeting the SERPINA1 gene linked to AATD showcases potential advancing therapeutic options for genetic disorders through gene editing technologies offering new disease treatment avenues.AI-driven platforms were spotlighted at RSNA 2025 by industry leaders such as GE Healthcare, Philips, and Siemens. These innovations promise to revolutionize radiological workflows by enhancing diagnostic accuracy and operational efficiency through AI integration. As AI continues to permeate healthcare technologies, its potential to transform diagnostic processes marks a significant leap towards personalized medicine.Akebia Therapeutics' acquisition ofSupport the show

Dagens ämnen: 0:00 Intro 4:46 Surgical Science 12:02 Dellia och IPO:s 16:30 Eutelsat 22:24 Bitcoin 27:35 Indexomviktningar 29:46 Novo Nordisk 31:29 Småbolagsfonder 32:24 Nya valuecase 36:37 Index 37:46 Veckans Fill or Kill www.instagram.com/fillorkillpodden  Tack @savr! www.savr.com 

Effective management of obesity in patients with CKD requires a holistic, interprofessional approach. In part 2 of this episode, the conversation continues with translating the evolving evidence into practical guidance for nephrology teams. Experts review the importance of a person-centered approach integrating lifestyle interventions, pharmacologic therapies, and surgical options with a focus on safety, efficacy, and kidney-related outcomes. The discussion emphasizes how members of the nephrology care team can collaborate to personalize treatment, address appetite and nutrition concerns, and help patients achieve meaningful weight loss without compromising kidney health. Tune in for actionable insights and strategies to translate emerging science into individualized, kidney-friendly, weight management strategies. Please be sure to visit the National Kidney Foundation's Obesity in the Nephrology Clinic page for additional information and access to an infographic designed to support clinical care for managing obesity in individuals living with CKD: https://www.kidney.org/professionals/tools/obesity-nephrology-clinic Supported by Novo Nordisk

Obesity and chronic kidney disease (CKD) are deeply interconnected as each condition increases the risk and severity of the other. In part 1 of this episode, our interprofessional panel of experts explores the science behind this bidirectional relationship and the epidemiologic data underscoring their connection. Listeners will gain insight into the underlying pathophysiology, including the roles of inflammation, altered kidney hemodynamics, and lipotoxicity. Through practical discussion and dissection of the literature, this episode highlights the importance of recognizing obesity as both a cause and consequence of CKD, and the crucial role nephrology professionals play in interrupting this cycle early. Please be sure to visit the National Kidney Foundation's Obesity in the Nephrology Clinic page for additional information and access to an infographic designed to support clinical care for managing obesity in individuals living with CKD: https://www.kidney.org/professionals/tools/obesity-nephrology-clinic Supported by Novo Nordisk

大家週ㄧ愉快！本集節目為台灣時間12/1的節目 Apple Podcast訂閱最大優惠一個月免費試聽，現在加入就抽Kobo Libra Colour! 如何開啟Podcast訂閱服務 Patreon訂閱往這邊走 免費訂閱通勤精釀電子報 裸辭倒數30天計劃 合作邀約請聯繫：onthewaytowork2020@gmail.com IG: @onthe_waytowork https://www.instagram.com/onthe_waytowork/ Powered by Firstory Hosting

In this weekend deep dive, we break down how a 149-year-old pharma company from Indianapolis reinvented itself through GLP-1 weight-loss drugs like Mounjaro and Zepbound, overtook Novo Nordisk, and became one of Wall Street's hottest stocks. We cover Lilly's history from insulin to Prozac, the explosive growth of its weight-loss franchise, the coming pill that could unlock an even bigger market, and the risks ahead. Is the trillion-dollar valuation just the start, or is the stock already priced for perfection?

Every year, Andrew Brown comes on to make big calls about markets, and then actually fronts up at the end of the year to see how he went. In this episode, he reviews his 14 bold predictions for 2025 and unpacks where he nailed it, where he missed it, and the investing lessons in between.We cover: • US equities, bond yields and why the macro calls went sideways • AI euphoria vs reality (who made money and who didn't • Chinese tech's big comeback vs booze stocks' continued hangover • Small caps, luxury and global car makers under real pressure • His worst call (Novo Nordisk) and best call (China tech)Andrew also digs into recency bias, why politics mattered less than you think, and why getting out of the ASX and into global markets has never been more important.Listen to Andrew's 2025 Predictions in full here.———Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we've got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)Listen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack your portfolio with Sharesight———In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. ———Equity Mates Investing is a product of Equity Mates Media. Hosted on Acast. See acast.com/privacy for more information.

Send us a textGood morning from Pharma Daily: the podcast that brings you the most important developments in the pharmaceutical and biotech world. Today, we delve deep into a series of transformative events that underscore the dynamic nature of our industry, where scientific innovation meets regulatory evolution and market adaptation.We begin with significant regulatory news from Medicare, which recently announced price reductions for 15 prescription drugs, including Novo Nordisk's semaglutide products, Ozempic and Wegovy. This initiative is part of the Inflation Reduction Act aimed at making essential medications more affordable. By potentially increasing accessibility to these treatments, this move highlights a growing trend towards cost containment in drug pricing within the U.S. healthcare system. It reflects a broader effort to ensure that life-saving treatments remain within reach for more patients, emphasizing the need for balance between innovation and affordability.Turning to approvals, Otsuka has secured FDA clearance for Voyxact, a first-in-class treatment targeting IgA nephropathy (IgAN). This positions Otsuka in an increasingly competitive market space populated by major players like Novartis and Vertex. The entry of Voyxact could pave the way for innovative therapeutics in kidney diseases, offering new hope to patients who have had limited treatment options until now.On the other side of the Atlantic, French authorities have conducted a raid on Sanofi's headquarters as part of a tax fraud investigation. This development sheds light on ongoing scrutiny in the pharmaceutical sector regarding financial practices and regulatory compliance. Such investigations can have far-reaching implications on corporate governance and transparency, reminding us of the importance of ethical practices in maintaining industry trust.Novo Nordisk has strategically used its FDA national priority voucher to expedite the review process for a high-dose formulation of Wegovy. This move underscores the importance of regulatory incentives in accelerating drug development timelines, allowing for quicker patient access to potentially life-changing therapies. It's a testament to how strategic navigation through regulatory pathways can significantly impact drug availability.In clinical trials, Sarepta Therapeutics received FDA clearance to conduct a study combining its gene therapy Elevidys with sirolimus in patients with Duchenne muscular dystrophy. The study aims to address liver safety issues associated with Elevidys, which had led to previous label restrictions. This reflects the industry's commitment to enhancing therapeutic safety profiles while expanding treatment indications.In oncology advancements, AstraZeneca's Imfinzi received FDA approval for use in early-stage stomach cancer, marking its third perioperative indication. This approval underscores the expanding role of immunotherapy across various cancer types and stages, offering new treatment paradigms that could improve surgical outcomes and long-term patient survival.Despite these advances, there is skepticism regarding artificial intelligence's role in regulatory compliance submissions among pharmaceutical professionals. A survey reveals that 65% express distrust towards AI-generated outputs, highlighting challenges that AI technologies face in gaining acceptance within highly regulated environments such as pharmaceuticals. However, federal recommendations to revamp U.S. biotechnology research emphasize incorporating AI into scientific processes to maintain global competitiveness. This call reflects concerns over potential declines in innovation leadership and underscores the need for strategic investment in research infrastructure.In antitrust news, the Federal Trade Commission (FTC) outlined its case agaiSupport the show

Comenzamos el programa desde el Ministerio de Ciencia y Tecnología con Jaime García Cantero y Nuño Domínguez, con los que hablamos de muchos temas con nombre propio: CNIO, TELEFÓNICA, META, NOVO NORDISK, SHEIN... Seguimos con Usted No Sabe, donde nos trasladamos al otro lado del continente africano: en el lago rosa que hay a las afueras de Dakar con un señor que es notario, aunque no está allí para certificar nada. Y como cada semana, en Vida y Cine, Javier Ocaña, nos hace saber cuál es su opinión sobre la serie 'Anatomía de un instante' y del documental 'Flores para Antonio'. Cerramos el programa con una conversación con los actores palestinos de 'La Voz de Hind', la película que arrasó en festivales, ganó el premio del público tanto en Venecia como en San Sebastián, usando la voz real de una llamada de emergencias de una niña palestina en medio del horror de la guerra. 

Nuño Domínguez explica la crisis del CNIO incidiendo en lo triste que es que el centro de referencia de investigación contra el cáncer vaya de escándalo en escándalo. Jaime García Cantero pone en contexto internacional los despidos de Telefónica, calibrando en qué medida tienen que ver con la sustitución de trabajadores por IA, y subrayando que no es la IA la que nos quita el trabajo, sino que hay personas que deciden prescindir. Y comenta también el poder que tienen las grandes tecnológicas para presionar a nuestros políticos para que suavicen las medidas que es necesario tomar contra ellas. Una podría ser no usar las redes sociales para todo tipo de anuncios y propaganda, como hacen los políticos de todos los partidos. Una práctica que lleva a cosas como la cuenta de Bolaños en Tik Tok, que parece, según Jaime, un capítulo de la serie The Office.Además, Nuño Domínguez explica lo que ha pasado con Novo Nordisk en bolsa después del fracaso del ensayo clínico de la semiglutida contra el Alzheimer, y lo que supone PERT, el nuevo medicamento que podría funcionar contra el 30% de las enfermedades raras.

Novo Nordisk can't keep up with demand for Ozempic and Wegovy, giving competitor Eli Lilly the edge in the GLP-1 market. And off-brand competitors continue to hammer the company's market position. Layoffs and board resignations signal that Novo Nordisk has entered a downward spiral. But with new leaders, acquisitions and deals, can they force a comeback?See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Rough Week – does not phase bulls! Bitcoin – Bottoming? Let’s take a look at Walmart and Target again Homeowners! Mortgage Reform? 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? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - Short Week - Markets closed on Thursday and short Friday (1pm) - Can't have a down week for TDAY! - Too much table talk - Recession News - Let's take a look at Walmart and Target again - Homeowners! Mortgage Reform? Markets - Rough Week - does not phase bulls! - Bitcoin - Bottoming? - NVDA - China Bound? - NASDAQ Weighting Inflation - Still Up There - They are now pressing for a cut in December (How are we handicapping this?) - All of a sudden the parade of Fed speakers - all seem a bit more dovish. Meanwhile - President Donald Trump on Friday rolled back tariffs on more than 200 food products, including such staples as coffee, beef, bananas and orange juice, in the face of growing angst among American consumers about the high cost of groceries. - oranges, acai berries and paprika to cocoa, chemicals used in food production, fertilizers and even communion wafers. Quantum Stocks GOOD NEWS! - NO Recession risk! - Bessent says inflation due to services economy, not tariffs - Treasury secretary says Republicans should end filibuster in event of another shutdown - Bessent says administration working to lower prices where it can - Banking and insurance,  Software development and cloud services, Tourism, Restaurants and hospitality , Professional services (law, accounting, consulting) Rigging it - NEC Director Kevin Hassett emerges as frontrunner for Fed Chair as President Trump nears decision, according to Bloomberg Weird News - Buried in the NVDA earnings report - Remember back in September, the two companies announced a massive partnership that would include a $100 billion investment over time by Nvidia into OpenAI. - Nvidia said in its quarterly financial filing that there's no guarantee that the company will finalize an agreement with OpenAI. - Soooooo - is this all hot air???? More NVDA - Here we go. Another reversal - President Donald Trump will make a final decision on whether to allow Nvidia Corp. to sell advanced artificial intelligence chips to China. - The decision involves weighing the promotion of economic expansion against protecting national security, according to US Commerce Secretary Howard Lutnick. ------ Read that again - money versus national security - Allowing the sales would mark a significant easing of restrictions imposed in 2022 to prevent Beijing and its military from accessing the most powerful US technologies. Chip in question: H200 - Had some discussions about this - might as well as they will just get it on their own and this way we can control. (On the other hand, they have a long history of outsmarting us) EVEN MORE - NVIDIA issues memo to CNBC: The company said "We are not aware of any claims that NVDA has improperly capitalized operating expenses. Several commentators allege that customers have overstated earnings by extending GPU depreciation schedules beyond economic useful life" | - The tip of the Iceberg - this is what Michael Burry has been pressing..... HPQ Earnings - HP Inc. beats by $0.01, reports revs in-line; guides Q1 EPS in-line; guides FY26 EPS below consensus; increases dividend; announces company-wide initiative, includes job cuts - Stock down 6% Amazon - The Spend keeps going... - Amazon.com Inc. says it will spend as much as $50 billion expanding its capacity to provide artificial intelligence and high-performance computing services to US government entities. - Amazon Web Services plans to break ground next year on what will ultimately be 1.3 gigawatts of additional capacity across data centers designed for federal agencies, the company said in a blog post on Monday. Google/Berkshire - Berkshire Hathaway revealed a $4.3 billion stake in Google parent Alphabet (GOOGL.O), further reduced its stake in Apple - Google on a ramp since - new Gemini and... - Meta Platforms Inc. is in talks to spend billions on Google's AI chips, adding to a months long share rally as the search giant has made the case it can rival Nvidia Corp. as a leader in artificial intelligence technology. - Meta is in discussions to use the Google chips — known as tensor processing units, or TPUs — in data centers in 2027, and may rent chips from Google's cloud division next year. - Really smart people at Berkshire? What did they know? NASDAQ 100 - Uninvestable? - Top 10 stocks are over 70% weighting - SP500 top 10 stocks = 38% - This is not a diversified approach any longer - Coming up on next week's TDI Podcast - Howard Silverblatt - S&P Dow Jones - Keeper of the data Something They Don't Want You To Know - “Magnificent 7” Companies Reported Lowest Earnings Growth Since Q1 2023 - With NVIDIA reporting actual results for Q3 on November 19, all the companies in the “Magnificent 7” have now reported earnings for the third quarter. - “Magnificent 7” companies reported actual earnings growth of 18.4% for the third quarter. This earnings growth rate is below the average earnings growth rate of 28.8% for these seven companies over the previous four quarters. Novo Nordisk - Pummeled - Shares of Novo Nordisk on Monday fell to a four-year low after the Danish pharmaceutical company said a highly anticipated trial for Alzheimer's disease failed to meet its main goal. - The trial tested whether semaglutide — the active ingredient in Novo's blockbuster diabetes and weight loss drugs Ozempic and Wegovy — helped slow progression for Alzheimer's disease. -While treatment with semaglutide resulted in improvement of Alzheimer's disease-related biomarkers in two separate trials, this did not translate into a delay of disease progression, Novo said in a statement Monday. The goal had been to slow patients' cognitive decline by at least 20%. - Reminiscent of Pfizer - after Covid shot had noting left... Bitcoin - Live by the sword.... - iShares Bitcoin Trust had $2.2 billion in net outflows in November, according to WSJ - Big month of losses for crypto - not too much mention and support by Whitehouse - Selling started - coincidentally with  the pardon of Changpeng Zhao, the convicted founder of the Binance Remember DOGE - DOGE disbanded eight months ahead of scheduled end in July 2026 - Former DOGE employees take new roles in administration - Elon Musk initially led DOGE, promoting its work on social media - bagged out when stock tanked - DOGE claimed to have slashed tens of billions of dollars in expenditures, but it was impossible for outside financial experts to verify that because the unit did not provide detailed public accounting of its work. Walmart - Walmart raised its sales and earnings outlook last week as the retailer posted revenue gains in its fiscal third quarter, driven by double-digit e-commerce growth and new customers across incomes. - The retailer said it expects full-year net sales to climb between 4.8% and 5.1%, up from its previous expectations of 3.75% to 4.75%. - It said it expects its adjusted earnings per share to range from $2.58 to $2.63, a slight raise from its prior range of $2.52 to $2.62. - Stock went vertical ---- - Much different story than Target - WMT up 16% YTD - TGT down 37% Beef Prices - Not Going Down - Tyson Foods stock rallying on Monday following the company's official confirmation that it will shutter its Lexington, Nebraska, beef facility, a strategic move that validates earlier reporting by The Wall Street Journal. - The decision comes as the meat and poultry giant grapples with historically low U.S. cattle inventories, which have severely compressed margins and led to a reported $426 mln adjusted operating loss for its beef segment in FY25.| - Seems that investors like this decisive cost-cutting measure, viewing the capacity reduction as a necessary step toward restoring profitability in a challenging commodity environment. Japan - Japanese Prime Minister Sanae Takaichi's cabinet approved a 21.3 trillion yen ($135.40 billion) economic stimulus package last Friday, marking the first major policy initiative under the new leader, who has pledged to pursue expansionary fiscal measures. - The package includes general account outlays of 17.7 trillion yen, far exceeding the previous year's 13.9 trillion yen and representing the largest stimulus since the COVID pandemic. It will also include 2.7 trillion yen in tax cuts. - Problem is that the Yen is sliding and intervention is imminent - Inflation issue and they will make it worse with this stimulus Larry Summers? - Epstein Files - IS there any There , There? Talk about a 50 Year Mortgage? - Such a bad idea  - and these boneheads think it is smart - 30-Year Mortgage Monthly Payment: $1,610.46 Total Payment: $579,767.35 Total Interest Paid: $279,767.35 - 50-Year Mortgage Monthly Payment: $1,362.42 Total Payment: $817,449.78 Total Interest Paid: $517,449.78 Thanksgiving Costs 2025 National Average (American Farm Bureau Survey) - 2025: $55.18 for a classic dinner for 10 people (about $5.52 per person) - 2024: $58.08 for the same meal - Change: Down 5% year-over-year This is the third consecutive annual decline since the record high of $64.05 in 2022. Key Drivers Turkey prices dropped sharply: A 16-pound frozen turkey averages $21.50, down 16% from 2024. Sides are mixed: Dinner rolls and stuffing are cheaper (down 14.6% and 9%). Sweet potatoes and veggie trays are much higher (up 37% and 61%). Regional Differences South: $50.01 (most affordable) West: $61.75 (most expensive) Classic Meal for 10 ($55???????) 16-pound turkey (frozen, whole) Stuffing mix (14 ounces) Sweet potatoes (3 pounds) Rolls (12-count package) Peas (1 pound) Cranberries (12 ounces) Carrots and celery (for a veggie tray) Pumpkin pie mix (30 ounces) Pie shells (two, 9-inch) Whipping cream (half pint) Milk (1 gallon) - Love the Show? Then how about a Donation? THE CTP FOR: iShares Bitcoin Trust ETF (IBIT) 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

Carl Quintanilla, Sara Eisen, and David Faber began the hour with key takeaways from the latest batch of earnings - before diving into the state of markets with former PIMCO CEO and longtime economist Mohamed El-Erian... Later on, Moody's Chief Economist Mark Zandi joined the team to break down what he's calling America's "affordability squeeze" - and the team discussed what's next in the tech trade (along with some top picks) with Evercore's Head of Internet Research.  Also in focus: Staggering numbers out of a new MIT study analyzing AI's impact on the jobs market - hear the details, this hour... Plus - the stock implications of new Medicare pricing, sending Novo Nordisk shares higher in the early trade. 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.

Was waren die großen Themen der letzten Börsenwoche? Wie baut MSCI seinen World Index und wieso gilt Südkorea bei ihnen als Schwellenland? Genau solche Fragen werden euch jede Woche auf dem YouTube-Kanal von Scalable Capital beantwortet. https://www.youtube.com/@scalable.capital/videos. Meta soll Google-Chips kaufen wollen - gefällt Alphabet, NVIDIA nicht. Kohl's, Symbotic und Abercrombie & Fitch sind der 35%-Club, Zoom auch gut, kann aber nicht mithalten. Spotify will US-Preise erhöhen, Alibaba wächst stark bei KI und Novo Nordisk hat mal gute Daten. Deutsche Bank (WKN: 514000) und Commerzbank (WKN: CBK100) haben sich dieses Jahr jeweils circa verdoppelt. Bank-Aktien sind also nicht nur langweilige Dividenden-Zahler. Aber wie findet man die besten? Das hat uns Christian Kirchner von FinanzSzene verraten. Diesen Podcast vom 26.11.2025, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

Nordjysk taxafirma bliver årets gazelle­vinder med over 5000 pct. vækst. Dansk fintech­firma sælges for mindst 10 mia. kr. Fremtræ­dende Kina-ekspert tegner dystert billede for Europa. USA afslører officiel aftale med Novo Nordisk. Lundbeck trækker sig fra budkrig. Jesper Rangvid mener vi er tæt på en tech-boble.Vært: Lasse Ladefoged (lasse.ladefoged@borsen.dk)

Episode 721: Neal and Toby chat about X's new location transparency feature that has opened up a can of worms as some of the most divisive accounts on US politics aren't actually from the US. Then, Novo Nordisk has taken a big hit after its trials to develop a drug to delay Alzheimer's have failed. Plus, the Trump administration makes access to federal student loans stricter, particularly for nurses. Meanwhile, is cigarette smoking cool again?  Learn more at usbank.com/splitcard  Get your MBD live show tickets here! https://www.tinyurl.com/MBD-HOLIDAY  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  Watch Morning Brew Daily Here:⁠ ⁠⁠https://www.youtube.com/@MorningBrewDailyShow⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

A judge has thrown out the criminal charges against ex FBI director James Comey and New York Attorney General Letitia James. Trials of Novo Nordisk's pill version of its semaglutide drug have failed to slow the progression of Alzheimer's. And Americans relying on subsidies to afford Obamacare health insurance are delaying enrolling or not signing up at all as they face massive premium hikes.   Listen to the Morning Bid podcast here. Sign up for the Reuters Econ World newsletter ⁠here⁠. Listen to the Reuters Econ World podcast ⁠here⁠. Find the Recommended Read here. Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt out of targeted advertising. Learn more about your ad choices. Visit megaphone.fm/adchoices

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Med nogle af årets vigtigste forbrugsfester lige om hjørnet, fristes du måske til at købe aktier i smykkeselskabet Pandora. Men hvad er egentlig udslagsgivende for selskabets succes, og hvilke parametre bør du holde øje med, når du skal vurdere selskabet? Millionærklubben har inviteret to erfarne, men modsatrettede investorer i studiet: Lau Svenssen, der ikke kunne drømme om at købe aktier i selskabet og Helge Larsen, der mener, mange underkender Pandoras stærke brandingstrategier. Hør, om de kan nå frem til nogenlunde enighed, eller om de skubber hinanden endnu længere væk, når Millionærklubben dykker ned i aktien. I studiet debatteres også Novo Nordisk-aktiens seneste nedtur, og panelet ser desuden på dagens regnskab fra køkkenproducenten TCM. Vært: Bodil Johanne GantzelSee omnystudio.com/listener for privacy information.

Daily Snippet vom 25.11.2025 Blind "Buy the Dip" bei Novo Nordisk wird dich Geld kosten. Wer nur auf den Chart schaut, übersieht das fundamentale Problem in der Pipeline. Ich zeige dir im neuen Daily Snippet als Mediziner und Investor, warum der Konkurrent Eli Lilly trotz teurerer Bewertung gerade das Rennen macht und wie ich mich jetzt entscheide. —— Hier geht es zum Blog: https://www.julianhosp.com/de/blog/daily-snippet-25-11-2025 —— Folge mir für ehrliche Finanz-Einblicke!  Montag bis Freitag: Dein persönliches Finanz-Audio. Kompakt, klar und mit den wichtigsten Marktinfos für deinen Vorsprung: 

In der heutigen Folge sprechen die Finanzjournalisten Anja Ettel und Daniel Eckert über das Rekordhoch bei Alphabet, satte Gewinne bei Broadcom und einen Freudensprung bei Bayer. Außerdem geht es um Amazon, Meta, Tesla, Rheinmetall, Siemens Energy, Commerzbank, Deutsche Bank, Bristol-Myers Squibb, Johnson&Johnson, Zoom, Salesforce, UniGlobal (WKN: 849105) und Vanguard FTSE All-World thesaurierend (WKN: A2PKXG). Exklusiv für Euch als "Alles auf Aktien"-Hörer: Spart jetzt bis zu 83 Euro mit unserem BUSINESS INSIDER Black Friday Angebot. Erhaltet aktuelle News sowie Insights zur Finanzwelt und bleibt immer einen Schritt voraus https://www.businessinsider.de/abo/aaa/?tpcc=offsite_bi_aaa_podcast_bf_25 Die aktuelle "Alles auf Aktien"-Umfrage findet Ihr unter: https://www.umfrageonline.com/c/mh9uebwm 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 und AAA-Newsletter.[ 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] (https://open.spotify.com/playlist/6zxjyJpTMunyYCY6F7vHK1?si=8f6cTnkEQnmSrlMU8Vo6uQ) findest Du die Samstagsfolgen Klassiker-Playlist auf Spotify! 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

New weight loss drugs may portend end of “Fat Acceptance” movement; Celebs and Southerners embrace GLP-1s; Trump clears path for more access to diet drugs; Mid- and late-life exercise slash dementia risk; “Ethicists” urge more tick-borne meat allergy to save planet—as alpha-gal syndrome claims first fatality; What's wrong with the melatonin study that claims it leads to heart failure? How to detox 9-11 first-responders? Can weekend warriors obtain same benefits as regular exercisers? 

Novo Nordisk hits a 4-year low, just days after rival Eli Lilly hits a $1T market cap milestone.Plus, some former high-flyers trading more down to earth. Is now the time to get in?  And, two unlikely names dominating the AI narrative now. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

MRKT Matrix - Monday, November 24th S&P 500 rallies, led by Alphabet, as AI trade revives (CNBC) How the U.S. Economy Became Hooked on AI Spending (WSJ) Big Tech's AI Debt Wave Threatening to Swamp Credit Markets (Bloomberg) Amazon to Spend $50 Billion to Expand AI Services to US Agencies (Bloomberg) Michael Burry launches newsletter to lay out his AI bubble views after deregistering hedge fund (CNBC) Trump Weighing Advanced Nvidia Chip Sales to China, Lutnick Says (Bloomberg) Eli Lilly hits $1 trillion market value, a first in health care, as Novo Nordisk tumbles (CNBC) SPAC Stocks Are Back in Risky Financial ‘Turducken' (Bloomberg) Apple Cuts Jobs Across Its Sales Organization in Rare Layoff (Bloomberg) --- Subscribe to our newsletter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://riskreversalmedia.beehiiv.com/subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ MRKT Matrix by RiskReversal Media is a daily AI powered podcast bringing you the top stories moving financial markets Story curation by RiskReversal, scripts by Perplexity Pro, voice by ElevenLabs

En el episodio de hoy, el foco se divide entre avances tecnológicos, tropiezos en el sector farmacéutico y el rebote del mercado mientras se acerca una semana corta pero cargada de datos económicos clave:

Novo Nordisk, leader européen de la pharma en 2023, a vu sa capitalisation chuter de 63 % en deux ans, dépassé par Eli Lilly et son Mounjaro. La concurrence s'intensifie sur le marché des traitements contre l'obésité, avec l'arrivée attendue de nouveaux acteurs comme Roche et Pfizer. Dans « La Story », le podcast d'actualité des « Echos », Pierrick Fay et Myriam Chauvot reviennent sur la bataille de l'obésité dans l'industrie pharmaceutique, bataille arbitrée aussi par Donald Trump.« La Story » est un podcast des « Echos » présenté par Pierrick Fay. Cet épisode a été enregistré en novembre 2025. Rédaction en chef : Clémence Lemaistre. Invitée : Myriam Chauvot (journaliste au service industries des « Echos »). Réalisation : Willy Ganne. Musique : Théo Boulenger. Identité graphique : Upian. Photo : Shutterstock. Sons : BFM Business, Loopsider, extrait « La cité de la peur », extrait «L'aile ou la cuisse», Extrait «Taxi 3». Retrouvez l'essentiel de l'actualité économique grâce à notre offre d'abonnement Access : abonnement.lesechos.fr/lastory Hébergé par Acast. Visitez acast.com/privacy pour plus d'informations.

When pharmaceutical giant Novo Nordisk developed a new medication for type 2 diabetes, they noticed that a welcome side effect was a small amount of weight loss. They had no idea that their new diabetes medication was about to become a multibillion-dollar weight loss drug. But they had no sooner launched this game-changing drug, then competitors swooped in to knock Novo Nordisk off its throne.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Plus: Johnson & Johnson agrees to acquire Halda Therapeutics for just over $3 billion. And Federal Reserve Governor Philip Jefferson says the Fed should proceed slowly with any further interest rate cuts. Zoe Kuhlkin 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. Learn more about your ad choices. Visit megaphone.fm/adchoices

Drugs like Ozempic and Zepbound have revolutionized weight loss. And starting next year, the drugs are going to become more affordable for Americans because of a deal struck with pharmaceutical companies by the Trump administration.Eshe Nelson, who covers economics and business news, explains how the change has its origins in a huge business blunder from the creator of Ozempic, Novo Nordisk.Guest: Eshe Nelson, a reporter for The New York Times based in London, where she covers economics and business news.Background reading: How Ozempic's maker lost its shine after creating a wonder drug.What Trump's new drug pricing deal means for people with obesity.Photo: Sergei Gapon/Agence France-Presse — Getty ImagesFor more information on today's episode, visit nytimes.com/thedaily. Transcripts of each episode will be made available by the next workday.  Subscribe today at nytimes.com/podcasts or on Apple Podcasts and Spotify. You can also subscribe via your favorite podcast app here https://www.nytimes.com/activate-access/audio?source=podcatcher. For more podcasts and narrated articles, download The New York Times app at nytimes.com/app.

Timestamps:6:03 – Breakdown of FICO15:15 – Futures Trading Tip of the Week18:37 – Trump's $2K Tariff Plan34:46 – Burry's Shorts on NVDA & Palantir46:00 – What to Do After Becoming a Millionaire59:00 – Is Google the Sleeper AI Giant?1:04:10 – Holiday Market Play: Crypto or Stocks?1:08:20 – Trump x NVO x LLY Partnership Breakdown1:15:46 – Pre-Recession Indicators to Watch1:24:53 – CMG vs. CAVA Investment Outlook1:28:20 – End of Government Shutdown1:32:00 – Key Market Indicators for 20271:33:22 – Weekly Earnings RecapIn this week's Market Mondays, we break down everything from Trump's $2,000 plan to the future of AI and the latest market indicators signaling what's ahead for investors.We start with a deep dive into FICO scores and how they impact your financial future, then move into futures trading tips and Trump's bold plan to give every American $2,000 from tariff profits.We also discuss Michael Burry's short positions against Nvidia and Palantir, whether Google is the sleeper giant in AI, and what to do after you become a millionaire.Plus — we analyze Trump's new partnership with Novo Nordisk and Eli Lilly, what it means for biotech investors, and which markets — crypto or stocks — to focus on during the holiday season.As the government shutdown ends, we reveal key pre-recession indicators to watch, whether Chipotle (CMG) or CAVA are smart plays right now, and what signals could define the path to 2027.#MarketMondays #EarnYourLeisure #Investing #StockMarket #Crypto #FuturesTrading #TrumpEconomy #AIStocks #NVDA #Google #Palantir #NVO #LLY #FinancialEducation #WealthBuilding #RecessionPrep #EYLOur Sponsors:* Check out PNC Bank: https://www.pnc.com* Check out Square: https://square.com/go/eylSupport this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Three more suspects, including two affluent New Jersey teens, are now charged in a foiled ISIS-inspired Halloween terror plot, bringing the total to five. The FAA is cutting up to 10% of flights at 40 major airports as the government shutdown enters week six, triggering nationwide delays. President Trump announces a deal with Eli Lilly and Novo Nordisk to slash the cost of popular GLP-1 weight-loss drugs like Wegovy and Ozempic to about $350 through a new program called TrumpRX. Former House Speaker Nancy Pelosi, 85, announces she will not seek reelection after nearly four decades in Congress and two impeachments of President Trump. Geviti: Go to https://gogeviti.com/megynand get 20% off with code MEGYN. Walmart: Learn how Walmart is fueling the future of U.S. manufacturing at https://Walmart.com/America-at-work Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.