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Dec 27, 2023
12/23
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novo haven't hugely expensive, though lilly might be. >> i believe novo is way bellow lilly.rtney, let me just throw the ball over to you, but ask you this question. as mike points out, obesity-related health care is a high percentage of all health care. if these drugs arrest obesity or pull it back, are there sectors of the health care universe that are going to be negatively impacted because there is less obesity? obviously if i own weight watchers, maybe i want to own less weight watchers if these drugs became that popular. if i sell equipment that is used in bare ya trick surgery, maybe my business isn't as good as it was because of these drugs. >> when you say weight watchers, they are trying to get into this. they realize that's going to take away from their business, which is kind of fascinating. we talk a lot about obesity, but what is interesting here, they are trying to expand the uses here. they are looking at diabetes, heart disease. >> exactly. >> so, i think the upside to what the drugs can do is probably more than the downside that you're looking at in other ar
novo haven't hugely expensive, though lilly might be. >> i believe novo is way bellow lilly.rtney, let me just throw the ball over to you, but ask you this question. as mike points out, obesity-related health care is a high percentage of all health care. if these drugs arrest obesity or pull it back, are there sectors of the health care universe that are going to be negatively impacted because there is less obesity? obviously if i own weight watchers, maybe i want to own less weight...
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Dec 1, 2023
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lilly is best in class. there's a study say there's 15% to 18% more efficacy and they lost more weight over time. if you told me or make or carter that i'm paying $100 million for a call option i'd say you're better off buying the stock. given the speculation, all we don't know -- the only thing we do know for sure is the hill in order to get in this space is quite steep. i'm going stick with one that's already there. it's lilly for me. >>> streets ignoring fed chair powell's warning that the talk of cutting rates and premature and hikes could still happen. the nasdaq and s&p 500 up more than half a percent each. and check out the ten-year. it ended the week at 4.21%, a move of nearly 30 basis points just this week. carter charted the ten-year earlier for us this week. has anything changed? >> no, it's more of the same meaning rates are sinking and the irony is the street came up with one of those terms they came up with, higher for longer. as soon as that became the headline, rates start going down. once pe
lilly is best in class. there's a study say there's 15% to 18% more efficacy and they lost more weight over time. if you told me or make or carter that i'm paying $100 million for a call option i'd say you're better off buying the stock. given the speculation, all we don't know -- the only thing we do know for sure is the hill in order to get in this space is quite steep. i'm going stick with one that's already there. it's lilly for me. >>> streets ignoring fed chair powell's warning...
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Dec 1, 2023
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will that hurt novo as lilly can boost its own producon? >> yeah., there is enough for both players just because they can't actually meet the demand of also in terms of selling the product is not just the data. the data is important but the commercial infrastructure, the ability to supply, and also both of these companies have pipelines. next year novo will ve summary data, if that works that will reinvigorate the stock from that perspective. i still feel there's a lot here. the data itself is n the only thing that's going to drive the uptick of these drugs. >> is that something you're talking to clientsbout? oifs "fast money" and they were talking about a pair trade, long lilly, short novo. is that becong popular? >> that's something clients have talked to me about even in theoryr put into action. i don't like that trade because i feel like both companies are going to benefit from the outside growth. because there aren't any near-term competitors coming to the market, i feel like right now they're the biggest beneficiaries of osity. it seems right
will that hurt novo as lilly can boost its own producon? >> yeah., there is enough for both players just because they can't actually meet the demand of also in terms of selling the product is not just the data. the data is important but the commercial infrastructure, the ability to supply, and also both of these companies have pipelines. next year novo will ve summary data, if that works that will reinvigorate the stock from that perspective. i still feel there's a lot here. the data...
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Dec 21, 2023
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>> well, we can talk lilly and novo all you want.c off of a hugely oversold condition from 70 to 82. these stocks were punished, that's where you want to be. >> up next, final trades. in the u.s. we see millions of cyber threats each year. that rate is increasing as more and more businesses move to the cloud. - so, the question is... - cyber attack! as cyber criminals expand their toolkit, we must expand as well. we need to rethink... next level moments, need the next level network. [speaker continues in the background] the network with 24/7 built-in security. chip? at&t business. (clock ringing) go. and go and go and go. (tense music) but what if you. (tense music) stop! you work hard. it's time for a bank that'll work hard for you. everbank performance savings is built to put your money to work with some of the highest rates in the country. going, that's what got you where you want to be. we're the partners for your next move. everbank. advantage, you. a force to be reckon with. no, not you saquon. hm? you! your business bank accou
>> well, we can talk lilly and novo all you want.c off of a hugely oversold condition from 70 to 82. these stocks were punished, that's where you want to be. >> up next, final trades. in the u.s. we see millions of cyber threats each year. that rate is increasing as more and more businesses move to the cloud. - so, the question is... - cyber attack! as cyber criminals expand their toolkit, we must expand as well. we need to rethink... next level moments, need the next level network....
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Dec 1, 2023
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it's a lilly drug? >> yeah.lify, you have to have a couple brain scans, heavy plaque, and you have to have people in your family, your parents having it. and then the drug companies will pay for it. >> but this drug doesn't exist yet, that you're talking about? >> it will be approved. look, i like ge health care because of it, because you need contrast mri showing that you've got plaque build-up. you don't get to be the chief spokesperson of the american brain foundation for nothing. >> no, you don't. not for nothing. >> i started my speech by saying that i was bat crazy. i thought it was a way to get people's attention, get the room quiet. >> tell the truth, too. dell. can we talk a bit about dell? >> it's a cadence thing. >> stock is down 7%. dell did report on that odd reporting schedule. they're trumpeting the fact that they delivered roughly $10 billion, $9.9 billion in cash flow from operations over the last year. $2.2 billion for the quarter. but you can see right there, worries about pc demand, jim. >> m
it's a lilly drug? >> yeah.lify, you have to have a couple brain scans, heavy plaque, and you have to have people in your family, your parents having it. and then the drug companies will pay for it. >> but this drug doesn't exist yet, that you're talking about? >> it will be approved. look, i like ge health care because of it, because you need contrast mri showing that you've got plaque build-up. you don't get to be the chief spokesperson of the american brain foundation for...
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Dec 15, 2023
12/23
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eli lilly our favorite for the trust. amgen, i don't want amgen because that conflicts with eli lilly, i would like to ee i would like you to see, i want to see honeywell here, because it is a cyclical stock that is still not blazing through at 52 high, you make that change and then you will be diversified. let's go to michael in california. michael? >> hello, jim. >> how are you doing? >> good, i just wanted to get your quick opinion >> sure. go ahead. do you have your portfolio? >> -- >> if you have five stocks sir? >> yes, sure, >> tesla, alto, hathaway, hawthorne and >> alto, tremendous retailer, we have berkshire hathaway, that is a conglomerate run buy warren buffett, ralph lauren is a company that is doing far better than people realize, tesla is an auto/tech company and derek is a gold company, so we have gold, retail, diversified oh, is ralph lauren the same as alto, i'm going to call this apparel, not retail and then we will be able to save it and then you can keep the gold company and keep tesla. that is appare
eli lilly our favorite for the trust. amgen, i don't want amgen because that conflicts with eli lilly, i would like to ee i would like you to see, i want to see honeywell here, because it is a cyclical stock that is still not blazing through at 52 high, you make that change and then you will be diversified. let's go to michael in california. michael? >> hello, jim. >> how are you doing? >> good, i just wanted to get your quick opinion >> sure. go ahead. do you have your...
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Dec 1, 2023
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it is locked up by the likes of novo nordisk and eli lilly.adison: it is these companies, pfizer and astrazeneca, looking at weight loss pills as an inroad into this market that novo nordisk and eli lilly are dominating. what we have seen today with pfizer is developing a weight loss pill is a little harder than it may seem and it might take more time and more difficult for these other drugmakers to break into this market than we originally thought. sonali: how much is first mover advantage a big component? the fact that pfizer's daily drop is more than $7 billion off its market cap because of this one issue for a massive pharma conglomerate. why does this matter so much? madison: pfizer has been trying to look beyond covid and figure out what its future is beyond covid. obviously, the covert shots and the covid pills developed during the pandemic saved millions of lives and were important for the business. but now the demand has gone down so much that they have been looking toward the next big thing. right now, weight loss drugs is the big th
it is locked up by the likes of novo nordisk and eli lilly.adison: it is these companies, pfizer and astrazeneca, looking at weight loss pills as an inroad into this market that novo nordisk and eli lilly are dominating. what we have seen today with pfizer is developing a weight loss pill is a little harder than it may seem and it might take more time and more difficult for these other drugmakers to break into this market than we originally thought. sonali: how much is first mover advantage a...
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Dec 10, 2023
12/23
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. >> this looks good for eli lilly and novo nordisk, one thing to know eli lilly's drugs might have a slight edge, it seemed in recent studies at their weight loss drugs are a bit more effective, overall they're both looking strong in this market. >> let's turn to the favorite subject, motor trend the big award this time for the first time in three years to a gas powered truck. >> 2024 motor trend truck of the year the golden calipers for those keeping score of what is what, chevy colorado. a couple of years ago it was rivian r1t last year ford f150 lightning, both electric trucks this is not every pda should of electric trucks as it is about affordability, chevy colorado starts at 30 and you get a nice chevy colorado for $50000, the rivian and nicely appointed platinum version of lightning could run you to enter $90000. the automotive world is starting to say - 60 and 60 seconds is great to be a cheaper vehicle. >> in terms of affordability, the focus is hurting them for now are there cars in the development or battery development that suggest you can get the 30000-dollar electric ve
. >> this looks good for eli lilly and novo nordisk, one thing to know eli lilly's drugs might have a slight edge, it seemed in recent studies at their weight loss drugs are a bit more effective, overall they're both looking strong in this market. >> let's turn to the favorite subject, motor trend the big award this time for the first time in three years to a gas powered truck. >> 2024 motor trend truck of the year the golden calipers for those keeping score of what is what,...
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Dec 13, 2023
12/23
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and he's been in lilly forever.nd by the way, the stock did not do a lot for a period of time, and then it exploded, but take a listen to langone on lilly, why he thinks it's going to lot higher. >> i think lilly will be the first trillion dollar drug company in history, why? the pipeline. and god bless john, in the dark years, when everything was falling off a cliff, he was firm in his commitment to spending the money on r&d, and protecting the dividend. john put the horses in place, and they got a team out there with david riggs and dan, who runs research, and i guess he's got all strategy now. it's all about the people. i don't know how you address pfizer's problems now, because it's huge. it's spread out. >> you guys know the cfo. her level of discipline i find to be as great as i've ever seen. >> you're talking about at lilly. >> yeah. the cfo council, i manage it and say, could you put me next to her? she's so brilliant, and they're so exacting. they have spent fortunes on things. the money they're spending, b
and he's been in lilly forever.nd by the way, the stock did not do a lot for a period of time, and then it exploded, but take a listen to langone on lilly, why he thinks it's going to lot higher. >> i think lilly will be the first trillion dollar drug company in history, why? the pipeline. and god bless john, in the dark years, when everything was falling off a cliff, he was firm in his commitment to spending the money on r&d, and protecting the dividend. john put the horses in place,...
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Dec 1, 2023
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then we like eli lilly, another growth space. even if we believe the economy will slow, eli lilly is one story we believe could double from here. a $6 billion market cap. could be 100 billion in terms of the war on weight loss drugs by 2030 once again. you want to insulate yourself from what could be clouds on the horizon, maybe a slower economy, but believe in stories le a.i. or even the weight loss drug war. >> lindsey bell and robert schein, you bo have a great weekend. >> thank you. you too. >>time to get a check of the p corpate stories. silvana, hey. >> the cybertruck has arrived. >> tougher than bullets. tow pretty much everything. faster than 911 while toewing a 911 and deliveries begin now. thank you. >> after a two-year delay tesla finally delivering its first electric pickups at an event to start sales. the entry level starting roughly $21,000 more than it specified and sell two higher-end version with the most expensive starting at nearly $100,000. tesla shares facing some pressure ahead of the open. down about 0.7%.
then we like eli lilly, another growth space. even if we believe the economy will slow, eli lilly is one story we believe could double from here. a $6 billion market cap. could be 100 billion in terms of the war on weight loss drugs by 2030 once again. you want to insulate yourself from what could be clouds on the horizon, maybe a slower economy, but believe in stories le a.i. or even the weight loss drug war. >> lindsey bell and robert schein, you bo have a great weekend. >> thank...
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Dec 20, 2023
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so far the major market leaders are eli lilly and novo nordisk.ut i wonder how they can keep replicating performance in the coming years. >> it will be hard. it's a very sort of hard path to follow, but these are the market leaders. we've got predictions from barclay saying wegovy sales could hit 7.3 billion, up from 4.2 billion this year and they could see 2.2 billion in sale. we've had others coming forward. the likes of pfizer, as t astrazeneca, and others. they will certainly be patching up some way. >> there's something to be said for the first mover advantage because people are sort of locked in to the ecosystem of the drugs that are available. what about side effects, karen? i do have a friend of mine who has been on zem ppec. she's not eating enough and her hair is falling out. is there enough talk about the side effects of the drugs and what happens when you stop taking them? >> absolutely. i think there's an area that hasn't had much coverage. we haven't seen people using the drugs long enough to see what the long-term results are. certa
so far the major market leaders are eli lilly and novo nordisk.ut i wonder how they can keep replicating performance in the coming years. >> it will be hard. it's a very sort of hard path to follow, but these are the market leaders. we've got predictions from barclay saying wegovy sales could hit 7.3 billion, up from 4.2 billion this year and they could see 2.2 billion in sale. we've had others coming forward. the likes of pfizer, as t astrazeneca, and others. they will certainly be...
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Dec 27, 2023
12/23
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we are very bullish on eli lilly , it is also a well diversified in other areas. area. we think merck and eli lilly are the best position companies for oncology choices. katie: i come back to a call from bmo earlier this month expecting and gentile perform with their obesity medicine and that came down to evaluation in the promise their drug does not match what eli lilly has at the market. but it's time to look at the less expensive options. when you are thinking about analyzing eli lilly, how much are you taking valuation into account? >> we think valuations, we see several catalysts. it is not only their portfolio, fortifying development in their recent acquisitions. and they have a strong balance sheet. we think we could be seeing other indications which will be important. manus: we saw another headline with bristol-myers putting a 4 billion dollar offer on the table. what justifies a mega mergers? what do you expect next year? what would justify doing this in 2024? will it be something significant? >> for pharmaceutical companies, they can help companies strug
we are very bullish on eli lilly , it is also a well diversified in other areas. area. we think merck and eli lilly are the best position companies for oncology choices. katie: i come back to a call from bmo earlier this month expecting and gentile perform with their obesity medicine and that came down to evaluation in the promise their drug does not match what eli lilly has at the market. but it's time to look at the less expensive options. when you are thinking about analyzing eli lilly, how...
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Dec 22, 2023
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that's a monthly, not a weekly, like eli lilly. check that out. you will see this play out over the next year or two. neurology, i think still alzheimer's will take time to open up, but that is a huge untapped area and we seema there. that is a a huge global economic to be addressed. >> the calendar in terms of data readouts for trials related to glp-1 of diseases is nonstop next year. in terms of amgen, that key data is going to be due out in the second half of the year. when do you want to start opeowning it? >> everybody on wall street knows if you've been following amgen, they've been saying their data for once a month injectable is the end of '24. why to i have to buy this stock today? if everybody knows it's end of '24 maybe it's been summer or if it's the stock to own for '24 in large cap biotech because of this angle maybe people start buying it at the beginning of the year. buyers on the dips if we have a pullback at the beginning of the year for biotech but one to watch because i don't think the obesity story ends. >> thank you so much.
that's a monthly, not a weekly, like eli lilly. check that out. you will see this play out over the next year or two. neurology, i think still alzheimer's will take time to open up, but that is a huge untapped area and we seema there. that is a a huge global economic to be addressed. >> the calendar in terms of data readouts for trials related to glp-1 of diseases is nonstop next year. in terms of amgen, that key data is going to be due out in the second half of the year. when do you want...
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Dec 18, 2023
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. >>> an obesity bummer, results of the pill did not match the effectiveness of shots from eli lilly and novo nordisk i'm coming to you live from studio b on the desk tonight first, we start off with the red sea attacks, bp the latest company in a growing list to halt shipments through the area. we're joined more on the escalating situation ali? >> bp is the latest company to suspend vessels traveling through the readd sea after a series of attacks after the yemen rebels houthi attacks on shipping lines in the region have significantly increased in recent days, with almost daily attacks the houthi say they firmly back the palestinian cause and they won't let up on their attacks until medication and other essential goods can get into gaza they say they won't allow ships to reach israeli ports until that happens now, at the moment the u.s. seems reluctant to attack the houthis for fear of widening the war and provoking iran what they may be planning is to launch an expanded protection force to ensure vessels have safe passage. >> thank you, ali. wti, meantime, popping a percent and a h
. >>> an obesity bummer, results of the pill did not match the effectiveness of shots from eli lilly and novo nordisk i'm coming to you live from studio b on the desk tonight first, we start off with the red sea attacks, bp the latest company in a growing list to halt shipments through the area. we're joined more on the escalating situation ali? >> bp is the latest company to suspend vessels traveling through the readd sea after a series of attacks after the yemen rebels houthi...
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Dec 27, 2023
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just because both eli lillie and nova nordous. demand unprecedented. quickly can they make these drugs? trying to ramp quickly as they can but that's what people will watch. how much can they produce to meet demand. >> what do you see at the addressable market? some as high as 1$100 billion i sales by 2030? >> but us in that camp. $100 billion for the obesity market by 2023. within the next decade from this year and think that's a matter of new drugs coming on the market from nova and lilly and other competitives will eventually make it and expanding as companies launch outside the u.s. market. >> we've sooner a lot of pharmaceutical dealmaking even in this time of year, which traditionally hasn't seen much in the way of announced deal. scott gottlieb put it on twitter yesterday saying he thinks it's in spaces there are natural barriers to entry often owes to formulation, manufacturing complexity. may not be coincidence. we'll see a bid put under these platforms as patents are eroded by policy mistakes. do you see that continuing to be a key driver of
just because both eli lillie and nova nordous. demand unprecedented. quickly can they make these drugs? trying to ramp quickly as they can but that's what people will watch. how much can they produce to meet demand. >> what do you see at the addressable market? some as high as 1$100 billion i sales by 2030? >> but us in that camp. $100 billion for the obesity market by 2023. within the next decade from this year and think that's a matter of new drugs coming on the market from nova...
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Dec 13, 2023
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how long have you been in lilly?-- first device company ever bought, we sold that to lilly, closed november 30, 1977. so all the stock for almost 46 years. i owned stock. two crisis. oroflex nine people died from, not becauses it was a bad drug but because doctors misprescribed it, and the other time they bought the pharmacy management company not a grilliengrill igrill -- brilliant move. stock down and i had money in my pocket so we bought more. so from 2004 to 2018 eli lilly stock did absolutely nothing. counting that, going back 46 years, the 46 years i've owned it, dividends compacted 14. % a year. a better one than that, though. 14.8%. since september of 1981, what's the number one performing stock in the s&p 500? >> and the answer is -- >> home depot. >> going to guess home depot, 28% a year compounded. from all of those years. >> it's unbelievable. i'm rather be lucky than smart. anybody out there, i'm lucky. i'm not smart. >> houw often do you trade? >> i call -- no. i call, what should i do? he tells me what
how long have you been in lilly?-- first device company ever bought, we sold that to lilly, closed november 30, 1977. so all the stock for almost 46 years. i owned stock. two crisis. oroflex nine people died from, not becauses it was a bad drug but because doctors misprescribed it, and the other time they bought the pharmacy management company not a grilliengrill igrill -- brilliant move. stock down and i had money in my pocket so we bought more. so from 2004 to 2018 eli lilly stock did...
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Dec 4, 2023
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when you think about lilly, we talked about this with novo nordisk, and it's a two-horse race.they want to get into it. pfizer can't get out of their own way, and you look at roche, you said, okay, this does seem like an option. it's differentiated because of that muscle mass component. if you are looking at, what's the next big megatrend in pharmaceuticals, or has the ability to transform the entire health care system, you kind of have to be there and i think that's what this bet looks like. and again, i think lilly and novo become less interesting as we get further along and get more clarity about what the competitive landscape looks like. >> what did you make of the pfizer news? your pfizer? >> yes. i share it with tim. >> yes. i did text him, oh, shim, our trade isn't working too well. he was well aware of. disappointing, for sure. i was surprised how quickly that unraveled. disappointing. traded a little bit better, but this is really not a good one. >>> coming up, music to investors ears. spotify's latest cost-cutting plans sending the stock soaring. how they're trsfmi, x
when you think about lilly, we talked about this with novo nordisk, and it's a two-horse race.they want to get into it. pfizer can't get out of their own way, and you look at roche, you said, okay, this does seem like an option. it's differentiated because of that muscle mass component. if you are looking at, what's the next big megatrend in pharmaceuticals, or has the ability to transform the entire health care system, you kind of have to be there and i think that's what this bet looks like....
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Dec 11, 2023
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shares of e lli lilly dropping. lilly still up nearly 60% this year. >>> the latest consolidation deal in the energy space. that deal expected to close next year in the first quarter. oxy raising its quarterly dividend to 22 cents a shear, up from 18. and bitcoin's rally finally letting up. the crypto dropping 6% today. all the coin-related names took it on the chin, as well. >>> the options market is booming with the most action it's seen in at least 50 years. that's according to an analysis by "the wall street journal." we have more on that. it is amazing what this has been driven by, and that is short-dated options. >> that's right. there's been a mania in these shorter dated options known as zero dt, and that's really helped turbocharge this mania that really began in 2020 during the pandemic when people were stuck at home, they were opening their robinhood apps and playing the options market. and since then, the activity has just soared and soared. it recently made up half of all activi activity. this is a new
shares of e lli lilly dropping. lilly still up nearly 60% this year. >>> the latest consolidation deal in the energy space. that deal expected to close next year in the first quarter. oxy raising its quarterly dividend to 22 cents a shear, up from 18. and bitcoin's rally finally letting up. the crypto dropping 6% today. all the coin-related names took it on the chin, as well. >>> the options market is booming with the most action it's seen in at least 50 years. that's...
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Dec 19, 2023
12/23
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>> i sold that >> they're not talking about pfizer steph owns j&j >> i don't like lily, i love li lilly. they are in the right places josh is talking about. they have fundamentally made the pivot they needed to make in the pharmaceutical business. i think a lot of the struggles for merck are more about the overall perception of health care in a 2023 environment where health care doesn't have aa. we know ai was the winner year to date. abbvie is a great company. pays the dividend. these are companies we've owned in the quality momentum strategy as far as pfizer, i think they're both going to be right >> stephanie, you pick, i think, the biggest corporate turnaround story with ge. there was nothing -- no reason to buy ge that anyone saw with a few exceptions, yourself included does this situation have any of the hallmarks of a turnaround like that, or is it too big of a stretch? >> well, i don't know it as well as you guys do but, i mean, i think the acquisition will be very interesting, very much -- for cgen i think it will take a long time before they see the results. and so, for me, i'
>> i sold that >> they're not talking about pfizer steph owns j&j >> i don't like lily, i love li lilly. they are in the right places josh is talking about. they have fundamentally made the pivot they needed to make in the pharmaceutical business. i think a lot of the struggles for merck are more about the overall perception of health care in a 2023 environment where health care doesn't have aa. we know ai was the winner year to date. abbvie is a great company. pays the...
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Dec 17, 2023
12/23
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cnn's katie bo lillis has the details. >> reporter: shooting down greens in yemen, this according to. this is the latest series of attacks on targets that the group says is for retribution in gaza. houthis broadly aligned military group that u.s. officials believe are oseizing control. iran does offer them training, weapons and funding. the issue for the united states here while they're deeply concerned about secured shipping on the strait and beyond so the global impact isn't impacted, they also want to avoid a situation where the israeli conflict successes in iran and united states directly. so far, u.s. officials believe that iran is calibrating its response to the israeli invasion of gaza by allowing proxy groups to launch attacks on the united states and israeli-linked targets up to a certain threshold, but not beyond. that's why, in part, that you have seen the u.s. act with restrain so far and avoid responding directly to these houthi attacks. they're trying to keep the situation from escalating. u.s. officials also largely believe that they're capable of dealing with many of
cnn's katie bo lillis has the details. >> reporter: shooting down greens in yemen, this according to. this is the latest series of attacks on targets that the group says is for retribution in gaza. houthis broadly aligned military group that u.s. officials believe are oseizing control. iran does offer them training, weapons and funding. the issue for the united states here while they're deeply concerned about secured shipping on the strait and beyond so the global impact isn't impacted,...
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Dec 13, 2023
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i think the best one is eli lilly which spent years developing game changing drugs. constantly in the investing club meetings. one of my favorite investors this morning said that he thinks eli lilly is by far the biggest and will be the first trillion dollar valuation thanks to its research. we have positioned them for the travel trust which you can follow by joining the investing club. the relentless nature of the company is trying to tackle the hardest of diseases. they do not have a patent cliff like nearly every other in the industry. the ceo has created the best growth company in the ndustry without making major acquisitions. it is not too late to get on the board even with this move. i like to say there is always more market somewhere. >>> right now on last call, call it the everywhere rally. if you think stocks here are doing well, look overseas and we will show you the top countries minting money. >>> targeting elon musk? a bombshell claim against the biden administration and the commissioner joins us. >>> speaking of musk, tesla is recalling millions of cars
i think the best one is eli lilly which spent years developing game changing drugs. constantly in the investing club meetings. one of my favorite investors this morning said that he thinks eli lilly is by far the biggest and will be the first trillion dollar valuation thanks to its research. we have positioned them for the travel trust which you can follow by joining the investing club. the relentless nature of the company is trying to tackle the hardest of diseases. they do not have a patent...
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Dec 17, 2023
12/23
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katie bo lillis, cnn, washington. >>> former u.s.resident donald trump is once again lashing out at immigrants coming into the u.s. the campaign event in new hampshire saturday where he railed against migrant crossings at the u.s./mexico border which hit new highs in september. >> they're poisoning the blood of our country. that's what they've done. they poison mental institutions and prisons all over the world. not just in south america. not just in three or four countries we think about. all over the world, they're coming into our country from africa, from asia, all over the world. they're pouring into our country. >> president biden's campaign reacted to that rhetoric saying trump is parroting adolf hitler. trump also quoted russian president vladimir putin and praised hungary's authoritarian leader, viktor orban. >>> the u.s. is experiencing its highest level of homelessness since the government began conducting its annual "point in time" count in 2007. the latest count taken one night in january this year found more than 650,000
katie bo lillis, cnn, washington. >>> former u.s.resident donald trump is once again lashing out at immigrants coming into the u.s. the campaign event in new hampshire saturday where he railed against migrant crossings at the u.s./mexico border which hit new highs in september. >> they're poisoning the blood of our country. that's what they've done. they poison mental institutions and prisons all over the world. not just in south america. not just in three or four countries we...
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Dec 12, 2023
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we want to bring in katie bo lillis now, because katie, you have some new reporting on this declassified report provided members of congress. it's providing startling details about russia's losses on the battlefield. some >> reporter: pretty staggering numbers here. this intelligence assessment by the congress yesterday. reports, and i will give you some of these figures, reports that have some of the 360,000 troops that russia sent into ukraine initially and that made up their entire standing ground force prior to the invasion, of, those 315,000 have been lost on the battlefield. that is an 87% loss of russia's standing ground forces before the invasion. now, look, important to understand that russia has been able to defray these losses. they have been able to lean on, for example, the walk near group, and some of their other fighters. they have also launched a mother of conscription's and mobilization is to try to throw more bodies at this fight. so they have been able to defray some of these losses. still, this assessment warning, and, again i will quote from this directly, this asses
we want to bring in katie bo lillis now, because katie, you have some new reporting on this declassified report provided members of congress. it's providing startling details about russia's losses on the battlefield. some >> reporter: pretty staggering numbers here. this intelligence assessment by the congress yesterday. reports, and i will give you some of these figures, reports that have some of the 360,000 troops that russia sent into ukraine initially and that made up their entire...
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Dec 1, 2023
12/23
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lilly's drug looks good.ug puts them back even further. but it's important for other drugmakers to enter the space because eventually it will help bring down costs. lisa: the other thing that will bring down costs is if insurance has to pay and if there is some collective negotiating on that front. how much is that in discussion especially with the benefits associated with losing weight in certain patients? madison: that is why these drugmakers are doing a lot of studies, looking at other indications. we have seen this with heart disease. they are studying arthritis, sleep apnea, all these other indications, because we know cardio-metabolic conditions are interrelated and obesity is linked to 200 other conditions. so these studies are an important piece of that in convincing insurers these are worth covering but so far the landscape is still spotty there. lisa: sam, i'm curious your perspective because you have been covering the pharmaceutical industry for a long time. do you think that is a big part of the g
lilly's drug looks good.ug puts them back even further. but it's important for other drugmakers to enter the space because eventually it will help bring down costs. lisa: the other thing that will bring down costs is if insurance has to pay and if there is some collective negotiating on that front. how much is that in discussion especially with the benefits associated with losing weight in certain patients? madison: that is why these drugmakers are doing a lot of studies, looking at other...
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Dec 5, 2023
12/23
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i'm going to start with eli lilly and the weight loss drug. i have been patiently waiting for them to start selling this particular drug in the u.s. at the same time, i'm wondering if insurance companies will pay for. we learned that it will be sold in the u.s. effective december 1st. it will be added to the expert scripts and cigna healthcare. insurance is going to pay for zepbound and it is $300 less per month. which one you think he will back? this is important news. what happens, stock is down. six points for heaven sake. i said, go buy the darn stock. but the client was insane and then to hundred dollars and that is all she wrote. >> now this has been liked by endless issues involving currency fluctuations versus the strong dollar. ever times it seems like there is an earnings break outcome the strong dollar webs it. so what did the company do today? proctor decided to take matters into its old hands. as the cfo pointed out, "when you think about places like nigeria and places like argentina, it is very difficult for us to create value an
i'm going to start with eli lilly and the weight loss drug. i have been patiently waiting for them to start selling this particular drug in the u.s. at the same time, i'm wondering if insurance companies will pay for. we learned that it will be sold in the u.s. effective december 1st. it will be added to the expert scripts and cigna healthcare. insurance is going to pay for zepbound and it is $300 less per month. which one you think he will back? this is important news. what happens, stock is...
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Dec 18, 2023
12/23
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specifically we like eli lilly little. they are the ones captivating taking over.the don't addressable market with eli lilly it is a five billion dollar market in terms of weight loss in the united states. it will go to 150 billion by 2030. it is not just for vanity. in the weight loss industry, there are heart health benefits reducing heart attacks and strokes. if you get insurance companies on board and health effects for weight loss these are blockbusters. liz: the stock is up 51%. a big move. you like ulta and google. let me ask you with 40 seconds left. seven weeks in a row of gains, we're on track for the 8th, is that a little weird, bring it on, it keeps going. >> santa class is coming around. first quarter will have to be touchy. you have to be careful to pick your spots in regards to the market but yeah we'll see the year end finish strong. showing forward s&p 500 year from now is usually strong, about 82%. liz: robert, from your mouth to the market's ears. good to have you, thank you so much. >> thank you for having me. here we go the dow not quite there.
specifically we like eli lilly little. they are the ones captivating taking over.the don't addressable market with eli lilly it is a five billion dollar market in terms of weight loss in the united states. it will go to 150 billion by 2030. it is not just for vanity. in the weight loss industry, there are heart health benefits reducing heart attacks and strokes. if you get insurance companies on board and health effects for weight loss these are blockbusters. liz: the stock is up 51%. a big...
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Dec 14, 2023
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the companies, novo novo nordisk and lilly, have announced a lawsuit against come pounding and medical, but they can't meet the demand out there the right now. novo nordisk just did a partnership with thermo fisher this summer to get them to produce it, and lilly is opening an entire giant factory in north carolina just really to make these drugs. so we're seeing tremendous demand. somebody's got to actually say, look, this is a lifelong treatment unless you change your lifetime style. what is the underlying problem here. stuart: and at the moment, you've got to take innexts. there's no such thing as a pill at the moment, is there? >> there is with with wegovy, and this is going to be an oral form of man jar row soon, and that's very technically feasible. stuart: that will be popular. dr. marty makary, always a pleasure. very informative. see you again soon. >> thanks, you too. stuart: scientists say breathing is bad for the environment, okay? ashley, i believe -- does this come from britain? because it sounds like a joke to me. [laughter] ashley: yeah, what was your first clue? hold y
the companies, novo novo nordisk and lilly, have announced a lawsuit against come pounding and medical, but they can't meet the demand out there the right now. novo nordisk just did a partnership with thermo fisher this summer to get them to produce it, and lilly is opening an entire giant factory in north carolina just really to make these drugs. so we're seeing tremendous demand. somebody's got to actually say, look, this is a lifelong treatment unless you change your lifetime style. what is...
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Dec 14, 2023
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moderna surging as eli lilly and novo nordisk head lower.hould be in this trade, when "fast money" returns. ( ♪ ♪ ) ♪ (when the day that) ♪ ♪ (lies ahead of me) ♪ ♪ ( seems impossible to face) ♪ ♪ (a lovely day) ♪ ♪ (lovely day) ♪ ♪ (lovely day) ♪ ♪ (lovely day) ♪ a bank that knows your business grows your business. bmo. >>> welcome back to "fast money." stocks keep the good times going after yesterday's big rally. the dow climbing more than 150 points. the s&p and nasdaq both with modest gains. the major indices now on a six-day winning streak. shares of citi getting a boost today, up 2%. wells fargo bank analyst mike mayo named the stock a top pick in 2024, and that wasn't the only bank action worth noting. kbe bank etf erasing all of its losses since the svp collapse back in march. the kre also closing at its highest level since march 8th. and clearly, with rates coming down, it makes their assets look a lot better, helps them, karen. >> certainly. the hold to maturity has been a big deal, which is why bank of america has been outperformi
moderna surging as eli lilly and novo nordisk head lower.hould be in this trade, when "fast money" returns. ( ♪ ♪ ) ♪ (when the day that) ♪ ♪ (lies ahead of me) ♪ ♪ ( seems impossible to face) ♪ ♪ (a lovely day) ♪ ♪ (lovely day) ♪ ♪ (lovely day) ♪ ♪ (lovely day) ♪ a bank that knows your business grows your business. bmo. >>> welcome back to "fast money." stocks keep the good times going after yesterday's big rally. the dow climbing...
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Dec 20, 2023
12/23
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too reliant on the vaccines that -- >> that would be a pfizer, a moderna, and in the glps, talking lilly, largely, among the american makers. >> right, so you can play it with a lilly on the pull-backs, because we still don't know what that path is going to look like. if you really want to go deep water, you go with an etf, the xbi. that's where you see the most m and a and you don't have to be a genius on all the little companies. you buy the etf and hope one of them gets taken out. >> final thought? >> yeah, i'm long. it's been painful this year. i do think it's scary to go into an election year. we'll probably get a chance to buy it better than where i am now, but i think there are so many names in here that are so cheap that are hard for a value girl to stay away. >> all right, folks, we're going to take a quick break, and up next, we'll do some final trades. as an independent financial advisor, i stand by these promises. as a fiduciary, i promise to be the financial steward that you and your family need. i promise to put your long-term financial well-being above any short term trans
too reliant on the vaccines that -- >> that would be a pfizer, a moderna, and in the glps, talking lilly, largely, among the american makers. >> right, so you can play it with a lilly on the pull-backs, because we still don't know what that path is going to look like. if you really want to go deep water, you go with an etf, the xbi. that's where you see the most m and a and you don't have to be a genius on all the little companies. you buy the etf and hope one of them gets taken...
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Dec 26, 2023
12/23
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hilda: that's when hanson says he realized the dog trainer he knew as lilly was really josephine raglinwas being investigated for another missing dog case in california. our story explained how a palo alto woman said a dog trainer tried to replace her pure bred german shepherd with a lookalike. when that didn't work, she says the trainer texted her saying the dog was most definitely dead. carolina bruchilari: because he's like a son that disappeared, you don't know if he's dead. i don't know where his body is or if he's alive, where is he? maybe he's with another person, they sold the-- i don't know what happened to him. hilda: palo alto police didn't make an arrest at the time but in massachusetts, charlie's disappearance led to a multi-agency investigation. according to a north redding police report, after speaking to raglin going through her phone and visiting her parents' home in connecticut, they determined charlie had died within a few days of being in her care and his body was dumped near raglin's home. hanson: so she was sending me these text updates and pictures after he was de
hilda: that's when hanson says he realized the dog trainer he knew as lilly was really josephine raglinwas being investigated for another missing dog case in california. our story explained how a palo alto woman said a dog trainer tried to replace her pure bred german shepherd with a lookalike. when that didn't work, she says the trainer texted her saying the dog was most definitely dead. carolina bruchilari: because he's like a son that disappeared, you don't know if he's dead. i don't know...
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Dec 6, 2023
12/23
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hands on weight loss treatments there's been a lot of demand for that but there's some good news eli lillyounced that its new weight loss treatment is available in pharmacies in the u.s. but in other business news, let me tell but this as we are approaching the holiday season amazon and student universe are offering $25 tickets to prime students so they can actually visit their family and friends this season. the promotion actually started on tuesday there are only 3,000 tickets available. an p and if you're worried that you may have missed out, student universe offering $25 off flights booking with a promotional discount i know this is perhaps a bit early, but a very important christmas gift for students, guys >> unbelievable. 25 bucks for those lucky thousands. >>> the latest nba in-season tournament action. >>> and the ncaa's new proposal for changing guidelines in sports for changing guidelines in sports. pain hits fast. so get relief fast. only tylenol rapid release gels have laser drilled holes. they release medicine fast for fast pain relief. and now, get max strength topical pain r
hands on weight loss treatments there's been a lot of demand for that but there's some good news eli lillyounced that its new weight loss treatment is available in pharmacies in the u.s. but in other business news, let me tell but this as we are approaching the holiday season amazon and student universe are offering $25 tickets to prime students so they can actually visit their family and friends this season. the promotion actually started on tuesday there are only 3,000 tickets available. an p...
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Dec 15, 2023
12/23
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pajaro manufactured by eli lilly cost $13000 in the united states.t $2000 a year in the united kingdom. incredibly has been estimated eli lilly and others in the pharmaceutical industry stand to make as much is a $150 billion off of these drugs each and every year. bite charging us and by far the highest prices for their products. this is in my mind unacceptable for so many reasons that is why i'm glimpsing introducing legislation. legislation says here in the united states we cannot continue to pay the highest prices in the world for prescription drugs. we should not be paying more than other major countries. at that bill were to be signed into law we lower the cost of prescription drugs in this country by 50%. a comet that is where we are today. we have two issues with the cause of the epidemic and how to be make sure we have treatments available. i very much think all the panelists for being here. this is a very important issue i look forward to this discussion. senator cassidy the mic is yours be. >> thank you chairman sanders. i've won diabetes
pajaro manufactured by eli lilly cost $13000 in the united states.t $2000 a year in the united kingdom. incredibly has been estimated eli lilly and others in the pharmaceutical industry stand to make as much is a $150 billion off of these drugs each and every year. bite charging us and by far the highest prices for their products. this is in my mind unacceptable for so many reasons that is why i'm glimpsing introducing legislation. legislation says here in the united states we cannot continue...
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Dec 3, 2023
12/23
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hilda: that's when hanson says he realized the dog trainer he knew as lilly was really josephine raglins being investigated for another missing dog case in california. our story explained how a palo alto woman said a dog trainer tried to replace her pure bred german shepherd with a lookalike. when that didn't work, she says the trainer texted her saying the dog was most definitely dead. carolina bruchilari: because he's like a son that disappeared, you don't know if he's dead. i don't know where his body is or if he's alive, where is he? maybe he's with another person, they sold the-- i don't know what happened to him. hilda: palo alto police didn't make an arrest at the time but in massachusetts, charlie's disappearance led to a multi-agency investigation. according to a north redding police report, after speaking to raglin going through her phone and visiting her parents' home in connecticut, they determined charlie had died within a few days of being in her care and his body was dumped near raglin's home. hanson: so she was sending me these text updates and pictures after he was dead
hilda: that's when hanson says he realized the dog trainer he knew as lilly was really josephine raglins being investigated for another missing dog case in california. our story explained how a palo alto woman said a dog trainer tried to replace her pure bred german shepherd with a lookalike. when that didn't work, she says the trainer texted her saying the dog was most definitely dead. carolina bruchilari: because he's like a son that disappeared, you don't know if he's dead. i don't know...
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Dec 22, 2023
12/23
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. >> pero no tuvo éxito, por lo que buscó nuestra ayuda y telemundo. 48 contactó a lilly beauty medicalelevidentes con sus problemas como consumidores. así que como con nosotros al 844, 400 84848 o escríbanos en telemundo 48 punto com diagonal responde. >> y sí, gracias por la confianza que tiene la gente con telemundo 48 responde, pero también antes de comenzar cualquier sesión de cualquier cosa hay que hablar claro. qué pasa si me retiro? me van a regresar mi dinero que como lo podría recibir hacer todas las preguntas antes de firmar cualquier. >> más vale que quede toda esa pregunta y que a lo mejor si caiga pesado, pero no tendría por qué ser así, porque le están dando un servicio y usted tiene el derecho, el derecho de que le informen sobre todo por lo que va a pagar, que puede ser un dólar o pueden ser 800 como en este caso. así es que vamos a buscar justicia siempre en esas situaciones. gracias por dejarnos intervenir. vamos a más. tras años de no ver a sus seres queridos hoy residentes en iss palo alto pudieron reunirse. vean con familias le tenemos esos emotivos reencuentros y
. >> pero no tuvo éxito, por lo que buscó nuestra ayuda y telemundo. 48 contactó a lilly beauty medicalelevidentes con sus problemas como consumidores. así que como con nosotros al 844, 400 84848 o escríbanos en telemundo 48 punto com diagonal responde. >> y sí, gracias por la confianza que tiene la gente con telemundo 48 responde, pero también antes de comenzar cualquier sesión de cualquier cosa hay que hablar claro. qué pasa si me retiro? me van a regresar mi dinero que...
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Dec 12, 2023
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my wife lilly is an entrepreneur and she built her business in her 20 and 30s and she didn't have children a man, her husband and protector, i take my personal responsibility to be her greatest advocate and chee cheerleader for her and i think more men should take this responsibility, not that i'm on a high horse, i think it is role of a man to do that. >> emily: all right. >> kayleigh: fox news alert, president biden at an off-camera fundraising event told attendees that israel is losing support and at hanukkah event warned israel they could lose support, this ringing similar from reporting from last night. molly, biden returned to issue of israels and conflict with hamas, at the d.c. fundraiser. bibi has a tough decision to make, biden said, this is the most conservative government in israel's history, added the government does not want a two-state solution, israel is starting to lose support around the world, prime minister netanyahu has to strengthen and change the israeli government to find a solution to the controversy. commander of the free world criticizing a u.s. ally. and a u.s.
my wife lilly is an entrepreneur and she built her business in her 20 and 30s and she didn't have children a man, her husband and protector, i take my personal responsibility to be her greatest advocate and chee cheerleader for her and i think more men should take this responsibility, not that i'm on a high horse, i think it is role of a man to do that. >> emily: all right. >> kayleigh: fox news alert, president biden at an off-camera fundraising event told attendees that israel is...
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eli lilly's new drug available at pharmacies is an alternative facing supply problems.is an injection. this is a prescription to this. lauren: it is the competitor to will go be which is the higher dose of the medication ozempic. they work the same but are different names. they are magic weight loss injection, weekly injection that essentially slows the emptying of the stomach so you feel full longer and suppresses the feeling of hunger, the signals that go to the brain, and the long-term side effects of taking higher doses, we don't have the data on that but they should stop taking these injections, a large amount of patients regain the weight so it has to be coupled with aggressive diet, exercise, lifestyle changes. it can't just be the infection -- injection. stuart: if a patient needs to lose 10 pounds to doctors prescribed this kind of weight loss drug to lose 10 pounds? >> i don't think you should jump to these injections for losing 10 pounds. we as a society have a chronic illness problem and a lot of it is preventable, diet, exercise and lifestyle changes. you n
eli lilly's new drug available at pharmacies is an alternative facing supply problems.is an injection. this is a prescription to this. lauren: it is the competitor to will go be which is the higher dose of the medication ozempic. they work the same but are different names. they are magic weight loss injection, weekly injection that essentially slows the emptying of the stomach so you feel full longer and suppresses the feeling of hunger, the signals that go to the brain, and the long-term side...
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Dec 19, 2023
12/23
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with a new law that makes entering the state i will lilly illegally a crime in state law. >>> and temperatures are plunging, we'll have the latest forecast. >>> and a volcano erupting in iceland. we're tracking the lava flow. take a look at that. >>> search and rescue teams are combing through rubble in subzero temperatures following a deadly 5.9 magnitude earthquake in northwest china. more than 100 people were killed. that number expected to rise. let's get right to marc stewart live in beijing with the latest. >> reporter: good morning. these rescue teams have been dealing with obstacle after obstacle. and right now there are three big challenges. first of all, it is already tuesday evening here in china. and the darkness has been a challenge from the start and now we're entering another night. and just navigating all the wreckage and debris will certainly be difficult. two, china is dealing in many parts with very cold weather. the earthquake zone has seen subfreezing conditions, that makes things difficult for rescue crews as well as survivors. and then number three, this is a high altitu
with a new law that makes entering the state i will lilly illegally a crime in state law. >>> and temperatures are plunging, we'll have the latest forecast. >>> and a volcano erupting in iceland. we're tracking the lava flow. take a look at that. >>> search and rescue teams are combing through rubble in subzero temperatures following a deadly 5.9 magnitude earthquake in northwest china. more than 100 people were killed. that number expected to rise. let's get right to...
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Dec 12, 2023
12/23
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stuart: 14% of people who used eli lilly's weight loss drug gained the weight back one year after theythe treatment. what do you say to that? >> this is a conversation i had with a lot of patients on a daily basis because people are requesting these drugs whether it is ozone pick, this makes me lose weight. it is not as easy as that. you do lose weight, you don't make lifestyle changes to go along with that, you plan on taking this drug? i don't want to but if you stop the drug, the weight comes back unless you make those lifestyle changes, i was not surprised by the result of the study. stuart: a useful steppingstone, take a shot, lose the weight, change your lifestyle and then quit the shots and you will be okay. could be a steppingstone to a healthy lifestyle. >> it can be. you have to choose your patients carefully for this drug. it is not a side effect free. it is a heavy duty injectable endocrine drug that the great diabetes drug about for the person who just needs to lose weight, there are people i will give it to. and otherwise healthy person who wants to lose weight, there are
stuart: 14% of people who used eli lilly's weight loss drug gained the weight back one year after theythe treatment. what do you say to that? >> this is a conversation i had with a lot of patients on a daily basis because people are requesting these drugs whether it is ozone pick, this makes me lose weight. it is not as easy as that. you do lose weight, you don't make lifestyle changes to go along with that, you plan on taking this drug? i don't want to but if you stop the drug, the...
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Dec 9, 2023
12/23
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nelson your thoughts on how how it engages with work by cristol and lilly geismar, which has come out recently. second is to point out a couple of the key contribue and intellectual moves that i think nelson makes in this book. without giving too much away, i feel like this be more of a teaser than trying to summarize the great work in the book and then end with a couple of questions that i would love for us to focus on in nelson's remarks. and then, of course, for you all to engage with as well. so thinking first about how this is situated against gary bristol's the rise and fall the neoliberal order and lilly geismar left behind. you know both of those books similar to this one stressed the consequence is of key economic policy decisions that were made during the clinton administration deregulation of some key sectors welfare reform, privatization of government and these trade agreements. but there are a couple of areas where i'd love to explore of the differing emphases. so, you know, one thing that stood out to me revisiting was perhaps of an emphasis on the new left during and bo
nelson your thoughts on how how it engages with work by cristol and lilly geismar, which has come out recently. second is to point out a couple of the key contribue and intellectual moves that i think nelson makes in this book. without giving too much away, i feel like this be more of a teaser than trying to summarize the great work in the book and then end with a couple of questions that i would love for us to focus on in nelson's remarks. and then, of course, for you all to engage with as...
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Dec 18, 2023
12/23
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nelson your thoughts on how how it engages with work by cristol and lilly geismar, which has come out recently. second is to point out a couple of the key contribue and intellectual moves that i think nelson makes in this book. without giving too much away, i feel like this be more of a teaser than trying to summarize the great work in the book and then end with a couple of questions that i would love for us to focus on in nelson's remarks. and then, of course, for you all to engage with as well. so thinking first about how this is situated against gary bristol's the rise and fall the neoliberal order and lilly geismar left behind. you know both of those books similar to this one stressed the consequence is of key economic policy decisions that were made during the clinton administration deregulation of some key sectors welfare reform, privatization of government and these trade agreements. but there are a couple of areas where i'd love to explore of the differing emphases. so, you know, one thing that stood out to me revisiting was perhaps of an emphasis on the new left during and bo
nelson your thoughts on how how it engages with work by cristol and lilly geismar, which has come out recently. second is to point out a couple of the key contribue and intellectual moves that i think nelson makes in this book. without giving too much away, i feel like this be more of a teaser than trying to summarize the great work in the book and then end with a couple of questions that i would love for us to focus on in nelson's remarks. and then, of course, for you all to engage with as...