. >> well i do like amgen. and but you're absolutely right. when you talk about an s&p 500 sector let's look at xlvi. it is the best sector year to date. but on a one year perspective, healthcare has been just absolutely horrible. it's been a disaster. and that's been a lot of fear and expectations of what rfk jr may be doing. if he does get confirmed, which i think is coming here shortly. so it's interesting to see amgen, which is a massive market cap, $155 billion company. it has not been well performed when you compare it to vertex or gilead. so i think it has the ability as a laggard to be a buyer here. and actually, if you look at it's 15% off, its all time high. kelly. and i think if we get any momentum continue momentum in healthcare, you're going to see the laggards be bought. because if you're owning xlvi. >> it's. >> very hard to see that market move back higher. you have to be a stock picker. >> in healthcare. >> still, it's odd. >> that we're more excited about amgen than alphabet today, but. >> i think. >> it's an important sign o

we know amgen could be a competitor.nd so this is, i guess, the crucial time when you have to make investment decisions, when prices are high and you have more cash coming in. is that how you view it? lars: yes. to put a bit of color around it, the same forecast predicts that there will be, say, a billion people living with obesity in 2030, 2035. we are perhaps serving one million or two million of those today. so, there is a huge market opportunity, and there is a place for more. and then, you're right, that in most markets when you get more competition, and also over time, pricing moves down, because you start treating those who accept, say, the higher price point -- in the u.s., that's commercial insurance -- and then, over time, you get broader access, and you get patients paying a lower price. so if you just take our leading diabetes product in the u.s., since launch in 2018, the price we get after rebates, discounts, etc. is some 40% lower than when we launched. that's often not mentioned in, say, the political deb

why isn't amgen better known? i think it's because people don't know about its amazing anti-cancer franchise. when the company brings its weight loss drug, maritime to market, i bet that people will finally sit up and take notice. in fact, many clued in people have already spotted it, hence the recent gains. maritime looks like it helped you lose weight as much as the majors, but unlike ozempic or manjaro, it's only requires once a month injection instead of once a week. nobody wants more injections when they have when they can have fewer. number six walmart. okay, now this one isn't hitting all right. everyone knows them as an inflation fighter. a company with cheap, low quality private label goods and a surprisingly great clothing department. my daughter outfits herself from walmart and claims that you can see by plenty of stuff there, similar to what they have on madison avenue ten times the price of madison avenue. here's one that drives me crazy though. visa. this stock and its doppelganger mastercard run pay

amgen shares down after hours. despite reporting a top and bottom line beat for the q4. saying its obesity drug candidate is moving into late stage studies this year, but adding that regulators are pausing early stage studies of another obesity drug the company is developing without citing a reason. meantime, merck dropping 9% in the regular session after giving full year revenue guidance that fell short of expectations. the company saying the lower sales range reflects a decision to pause shipments of its hpv vaccine, gardasil in china through at least the middle of the year, citing sluggish demand there. for more on all of this, bmo managing director evan david seggerman joins us on the fast line. evan, great to have you with us. >> thank you for having me. >> i want to start off with amgen and the news on its obesity assets. how does that shake out in terms of being pulled forward and the other one being discontinued? >> i'm most focused on maritime. >> they on the earnings. >> call. >> they announced that we're. >> going to get. >> the. >> phase two presentation. >>

toppings that list, amgen is up 5. 8%, a solid gain.is up today, boeing, walmart and goldman sachs, the s&p, supermicro, old dominion freight line and technique corporation. nasdaq, the winners of their, electronic arts, marvell technology. the interesting thing, the yield on the 10-year treasury coming down below 4.5%, price of gold interesting, new record high, $2,903 per ounce, bitcoin about one hundred grand, actually 98-2, $71 a barrel, not much action, 324. 312 for regular. but california will pay through the nose in the golden state, you're looking at $4.50 per gallon in california. there's a lot going on today and we will bring brian kilmeade to cover it. one thing we want to look at is the activity of doge and what the president is saying about taking over gaza. waiting for 10:50 wonder all around, you have ten seconds to wait and here we go, i will count it down. any minute now it will be brian kilmeade in the center of the screen. please do it for me. there he is. senate minority leader chuck schumer started chanting we will

reading through this report said they really have to succeed in weight loss drugs because the rest of amgen's revenue in the long term. again, they have to figure out manager. they had a late-stage trial for another weight loss drug, so they have some things in the pipeline, we just have to get it to market the way eli lilly and novo have. stuart: you've got to tell me about uber. they reported this morning, and they are down sharply, and i own a thin sliver. >> revenue was up, but the cost of that revenue is going up as well, and and they're trying to manage how much of those costs they pass on to the consumer because, remember, they are in competition with lyft. so you can't just pass on all these prices to consumers because i'll just go to lyft and get a cheaper ride there. that is what they're trying to manage again, but they said delivery was good through the holiday seasonment so, again, it's sort of the ridership. stuart: disney reported early this morning, and i mow that stock is up -- i know that stock is up 11.6%. break -- 1.6%. >> yeah. they topped profit estimates and even though

. >> amd, amgen, electronic arts, snap, chipotle

>> yeah, we own merck and amgen and we like those businesses. so we think i agree with chris. that's the one thing we probably agree on. but to his point, you know, where i would be scared of oil is if capex climbed. trump can say drill, you can't find anyone drilling. so this is not the first admin that he's dealing with. drill, baby drill died a while ago in the pandemic. it ain't coming back. that's how people make money. no one's drilling. >> i know you've been looking at. are you still holding coal? those canadian producers. because now we don't know if there's ever going to be canadian oil tariffs. >> smiling ear to ear kelly with meg strathcona and cenovus i just had john mackenzie their ceo came to our investor oasis yesterday. and you know what this is going to eat into us refiners too. so the idea this is only a canadian problem. this is a united states problem. the question is who will eat the costs. yeah. >> but you think cenovus is up 6% today strathcona as well. so it could be a beneficiary. those price pressures go in their favor cole thanks. appreciate it today

amgen, boeing and nvidia are leading the way. the s&p is now up 2/10 of a percent.ighting to join their territory. we're back after this on the exchange. >> when we talk. >> about the trades. it's always. >> i need a plumber and electrician. >> a good. >> hvac guy. >> singular as. >> if it's just one person. >> fielding the call. >> realistically, what you're getting are entire teams expertly coordinated to keep the lights on, not just at your home or business, but every home and business. and the same way you depend on them, they depend on servicetitan, the leading software for contractors, the operating system that powers the trades servicetitan empowering those who power the nation. >> is cialis. >> daily better. >> than viagra? >> does it. >> last longer. >> than viagra? >> our sample packs available. >> get started. >> with a 30 day. >> with a 30 day. >> sample ♪ ♪ the flag replacement program got started by a good friend of mine, a navy vet, saw a flag at the office that needed to be replaced and said wouldn't this be great if this could be something that we d

amgen shares down 1%. >> and we're watching shares of honda and nissan.s saying nissan is going to reject that acquisition offer. that would make it a subsidiary of honda. nissan's board held a meeting earlier this morning, but has not yet put out a decision or a statement. that's going to. >> have. >> a lot of ramifications for the whole global auto market. yeah, and as somebody who drives a nissan, i'm very eager to see what changes come along on this. >> we shall see. >> when we come back. congressman james comer is going to join us. he chairs the house oversight committee. they're holding a hearing today on right sizing government. we'll have that conversation next. and a reminder for you, you can get the best of squawk box in our daily podcast. just follow squawk pod on your favorite podcast app and you can listen at any time. squawk box will be at any time. squawk box will be right back. (♪♪) (♪♪) what took you so long? i'm sorry, there was a long line at the thai place. you get the sauce i like? of course! you're the man! i wish. the future isn't s