but when you look at what eli lilly currently has, it seems like lilly will still be the market leaders the combination is not good enough to really supersede it. scarlet: is there a lot of hammering for a new obesity drug that novo nordisk is working on? the current ones seem to be effective. jared: i agree with you. that has been a big part of my thesis around this space, the market demanding better efficacy results. 20% weight loss for most patients is really good. when you look at the data today, part of the inconsistency or abnormality with it, versus what we were expecting, could be the fact that patients on cagrisema were not ticking higher doses because they lost enough weight to be satisfied. so i am not sure there is market demand for much better efficacy versus what we already had. scarlet: is this something investors in eli lilly were looking at as a driver for the stock, the results of this trial? jared: yes, definitely. we are in this perpetual game of leapfrog between these two companies. obviously a whole host of others trying to get into the market. as far as a catalys

it's not only lilly products.ink that's really an important note that providers intelehealth have that independent clinical judgment to determine what is best for the patient. the fascinating thing for me is, the reason i was going on that -- describing the reduction in price over time, especially with the added scrutiny, is we've all been talking about, how do we get these prices cheaper for patients? the only patients that we're paying a list price for the ones that weren't covered. and the fascinating thing is, three years ago, the list price was $1,300. today, we're announcing an integration with a patient can pay $399. there's two companies in the announcement, not 12. that's why. it's because -- because of this integration, has removed the middleman in that process, removed insurance companies, it's fighting for patients by removing those intermediaries. there might be scrutiny here, but the most important thing to take away is that this is what's best for patients and providers to have independent clinical

moments from now you will be hearing from the ceo of eli lilly. dave ricks will be speaking to david bernstein at the economic club of washington. let's give you a set up in terms of where we are standing with financial markets. unchanged for the s&p and the nasdaq after making a steady string of record highs post-thanksgiving. s&p and nasdaq 100 have stalled out before tomorrow's cpi print. yields getting across the curve before three-year bond auction in 30 minutes time. notable, dollar-loony is unchanged at the moment, although the dollar is the highest against the loonie since april 2020. trump's tariff that's are seen as hurting sentiment in canadian currency. the bank of canada is cutting rates by 50 basis points. we will keep an ion that as we get closer to the rate decision. since the election we have seen financial stocks outperform and in particular citigroup shares. the cfo today announcing that the firm is set to hit the high-end of its 2024 revenue guidance, and once there is more clarity on the outlook for capital, the bank does inte

lilly, they are the g.o.a.t. but where are investors? a function of valuation and as we look across broader health care but pharma specifically there's been an argument that some of the legacy, you know, whether it's a bristol or a pfizer or a j&j, players that might be more attractive as we look forward and just where the catalyst might be? >> a few things. the obesity trade still works in 2025 but lilly and novo have to execute perfectly. i think any faltering in 4 q will be a real problem. when it comes to the legacy names, pfizer, bristol, you know, i think pfizer, got overshadowed. the guide was healthy and they're starting to right the ship a bit. starboard came in to shape things up. tried to. it takes a long time to right the ship. bristol is interesting. i'm not at an out perform but watching the launch of their new schizophrenia drugs. i think there are value names in pharma. i'm sticking with lilly, but it's not my top pick in 2025. >> how do you set assumptions or expecttations for policy in terms of who is running hhs and on

drug after 72 weeks joining us on the fast line for more is eli lilly's chief science officer. dan, good to talk to you again >> yeah, pleasure to be on, thank you. >> there's a lot of excitement surrounding this head-to-head trial, but there's one big question mark, and that is the tolerability profile will we get that data any time soon, and can we extrapolate at all from historical trials, where we saw the -- you know, the nausea and vomiting percentages, can we extrapolate that maybe lilly's profile looks better than novo's, seeing that at 72 weeks s versus 68 weeksh novo, that the side effects were lower? >> right, it's a good question we showed that patients on zepbound lost about 50 pounds, compared to the competitor, wegovy, patients lost 33 pounds. and we noted that the tolerability of the drug, the adverse effects, were similar to what we've seen in previous trials for each of the two drugs. and previous trials, we've seen that zepbound is -- is generally well tolerated the most common side effects are, as you point out, the nausea and vomiting and diarrhea, which sti

if you're going for alzheimer's drug go for eli lilly. think their alzheimer's drug is going to be a great standing over multiple years. as we head into 2025, i think it's time to look at the health care stocks which in my view have been quiet for too long. coming up, more on marvell technology after the early december earnings. doing so well. i'll tell you where i stand on opportunity in individual stocks following incredible conversations with members. coming up the lightning round. stay with cramer. the all new godaddy airo helps you get your business online in minutes with the power of ai... ...with a perfect name, a great logo, and a beautiful website. just start with a domain, a few clicks, and you're in business. make now the future at godaddy.com/airo your record label is taking off. but so is your sound engineer. you need to hire. i need indeed. indeed you do. our advanced matching helps find talented candidates, so you can connect with them fast. visit indeed.com/hire it all started with a small business idea. it's a pillow with

back and losing weight, shares of novo nordisk getting skinnier after disappointing results and eli lilly zepbound getting approval to treat sleep apnea. >>> and american express and fedex and traders lay out their charts of the year as we head into the last few trading days of 2024. i'm melissa lee coming to live from the north dakota, on the tesk, tim, karen, steve, and mike khouw stocks rebounding sharply after early losses after austin gools bisaid he encouraged by the data today stocks did end off their highs of the session in all three majorin disys are down for the week let's turn to steve liesman. >> five days before christmas and the fed delivered to markets two dovish fed officials and a friendly pce austin telling cnbc in an interview that the funds rate is still substantially higher than the neutral rate so there is room for the fed to cut. >> that is why i say over the next 12 to 18 months, if conditions keep on the way that they have over the last 18 months, i think rates come down a fair bit more. >> he will vote on policy next year, the feds pce came out a tenth better tha

yeah. ..and eli lilly in the united states, the really big players in this game.? how much of a lead have they got? we think that they're, you know, miles ahead of the competition for a couple of reasons. the first of which is that, you know, obesity obviously is a huge space and we all know it now, but it was a little bit of a pharmaceutical graveyard in that, you know, either drugs just didn't work well enough or they had side effects such that they were too dangerous for people to use. so a lot of companies abandoned the field, whereas novo and lilly continued to pursue drugs for diabetes and obesity. and so they're really far ahead in terms of the innovation gap, just because this is their bread and butter, they've been working on it for a long time. and then secondly, for now, all of the drugs that work the best come in an injectable pen. so that is a pretty complex manufacturing process as opposed to making a pill. so both novo and lilly have invested billions and billions of dollars in building out their manufacturing network. so it's both of those factors

you have data on lilly's oral drug next year.vo move for the higher dose to get that into the market for the weight loss indication. data looking there. supply restraint and you will have data next year on the two follow products. lilly's drug and nova's drugs you will see a change there. as new drugs come into the market it will expand the market and some of the drugs could be changes but it will be the clinical data that shows all of the health benefits of getting people who are indicated properly, properly indicated based on bmi on the medications helping them lose weight. the risk reduction, 20% reduction in high risk patients in events that are stroke and heart attack. thereat is profound. that is on top of patients who are maximized on available therapy. to introduce a new drug and achieve a 20% reduction and heart attack and stroke it is profound from the medical standpoint. >> why do you think they are on the shortage list taking it off of the shortage saying no, no, no, you have more time here before we reconsider this?

so we get that, but what are you hearing about this and how long have you had lilly in your portfoliong me on your program. we have been owners of lilly for quite sometime so it was even before really the weight loss drug started to come in but physician size increased obviously as the stock has outperformed the market and, you know, the idea is that the total addressable market for weight loss, you know, far exceeds that of the diabetes for which it's approved so the biggest thing will be can that market be realized through the regulators saying it's okay to write prescriptions for that explicitly, and of course when that happens, the winners will be those that have the best drug, and there are a number of them out there and there are a lot of studies that continue to come out and the stocks move a lot in relation to that, so lilly's down actually 15% from its high and that still puts it among some of the best performing healthcare stocks which has been a difficult sector, but you know, this study was really a must-have for them. it had to come through the way that it did after the n

lilly is better, that's why lilly's stock is up. at one point, their stock was up 80 that seemed to be aggressive lilly has the better data. and so therefore, this is one of those where whoever loses the most wins. >> the next generation, obviously, after wegovy. in a statement, novo said that weight loss, 22.7%, is significantly higher than wegovy, and on a par, they say with best in class treatments. being basically zetbound statistically significant results were achieved, only 57% of patients on the drug reached the highest dose so they plan to optimize dose titration to further explore additional weight loss potential. that statement not enough to reverse this staggering loss in the shares >> no. >> for what was, i'm not sure if it still is, the most valuable company in europe. >> yes, i can't wait to speak to david ricks at the jpmorgan health care conference in a couple weeks because what you're going to find is they have so much in the pipe, so many different kinds. people continue to underestimate what mr. ricks is working o

> lilly is announcing boostin production of glp-1s eli lilly saying the goal is t meet growing demandh medicines for debeaties an obesity. the goal is to manufacture the injectible medicines and putting the medicine into the pens you need this is the latest from el lilly in the race to scale u supplies the company has committed $2 billion to manufacturing since 2020 those things don't happe overnight. lilly expects to start construction next year and t start making medicines in 2028 >> thanks. >>> up next star technician jeff degraph is flagging a part o the market that is showing animal spirit and it is no bitcoin. he explains after the break. but could be due to a buildup of amyloid plaques in the brain. the sooner you talk to your doctor, the more options you may have. learn more at amyloid.com. hi, i'm damian clark. i'm here to help you understand how to get the most from medicare. if you're eligible for medicare, it's a good idea to have original medicare. it gives you coverage for doctor office visits and hospital stays. but if you want even more benefits, you can choose a medic

alphabet and apple, we're not going to allow that and put in eli lilly.y inexpensive and i think we have to make the change we have time for one more. let's head to betsy in california >> caller: hey, jim. happy almost weekend >> right back at you. >> caller: my stocks are adobe, abercrombie and fitch, exxon and my christmas pick is home depot. >> these are nice. these are nice stores. your nice store, home depot which was up very big told we told people in the charity trust, buy that and it has been dead right amazon is my favorite retailer but it is also web services so i'm not going to say that. and the amazon advertising business is doing quite well and abercrombie. this is fashion and this is home this trades with the home companies. it does not trade with the fashion companies. of course, right and this is not taser, but axon is what i regard as police work papers it is the equivalent of like all sorts of stuff involving justice. let's put it that way. and then adobe which reports next week which is software that makes you create and i could argue -

i want to talk to to you about eli lilly.dividend kind of guy, and lilly just hiked their dividend about 15%. heavy got a $15 billion buyback as well. are you buying? >> no, we're definitely not, and this is a case where the dividend hike works against the argument. they went from a .65% yield to a .74% yield. but the stock has gone from 100 to 800. it hasn't really moved all year. it's been kind of dead money through this huge 30% rally, but, stuart, why would a company that's making more money than they've ever made from a single drug be paying such a very low dividend? going back 10, 15, 20 years. eli lilly had a 3, 4 or 5% dividend yield the entire time, now it's way less than 1%. so we look to the dividend to see confidence from management that this free cash flow is going to expand. i think in this case they had a huge blockbuster, stock went up a lot, but management if isn't paying the share holders with cash from it. we're not attorney touching it. stuart: -- not touching it. stuart: going to. how about amgen? you've

novo nordisk shares falling by the most on record after a failed attempt to leapfrog rival eli lilly the red-hot market for obesity drugs. novo's experimental obesity shot help the patient's lose an average of 20.4% of their weight over eight weeks, short of the 25% weight loss the danish drugmaker had repeatedly predicted. novo is a's biggest company and looks at two and the year deep and negative territory. let's bring in our correspondent for the latest. it was a remarkable day on friday when the top -- stock took a massive hit on the nose, when it's $25 billion wiped off -- $125 billion wiped off. >> no one is counting on this drug to position itself as a leader for weight loss drugs, and it released results of a late stage trial on friday, and investors were disappointed. the problem for novo was people did lose a decent amount of weight, 20% of your body weight does not sound bad, but the problem with novo is a promise too much. he promised before results of that it could deliver 25% weight loss, so it was confident and expectations were high, and that is what we saw such a str

my grandpa bought lilly in 1979, he is always reinvesting in dividends. he told me to buy it and i bought a couple shares a couple years ago and i absolutely love it. >> okay, here is the deal, right now, lilly has lost its momentum, announced a $15 billion buyback and nobody seems to care. all of the drug stocks have been down, a lot of people worried about the new president coming in, a lot of people worried about bobby junior. i say like this, sometimes with pain, big gain, we had it in the first go-round, the second go-round, and we are now endorsing a third go around of pain. i tell you if i could take a match in light it to my head, i might say, eli lilly. but soon, the match goes out. roy in california. roy collects >> hey, jim, how's it going? >> couldn't be better. how about you, roy? >> can complain. i have a little concern, though. i'm looking at uber and with the expansion of limo, and i heard about a deal between waymo and waymo, i'm trying to figure out how to play it, dropped considerably the other day, with waymo. >> let me tell you what i

>> well, lilly's drugs are a little bit farther out in terms of development, they've got a drug that'sre a smaller company is in clinical trials right now, and you can see what happens when a phase has to be halted, because the end points are not met, whatever reason. what can you tell investors about the risk? because you see a collapse in a company that is also working on an obesity drug in phase two, and i'm sure -- >> yeah. >> i'm sure people are getting cold feet. >> yeah, i have a lot of respect for my colleagues at bio age. it's sad to say. i would say earlier stage drug development is inherently riskier, if you look at the statistics, but we also know that a lot of drugs, big classes like statins and others, the first to market is not necessarily the best or the winner. so, there's a lot to be gained in investing in molecules that maybe earlier in the pipeline have the potential to be better. >> amy, i think you have $380 million cash or cash equivalence. what kind of runway does that give you? we understand this business is extraordinarily capital intensive. >> it is. it's sti

. -- rfk jr., they met with executives from eli lilly and pfizer.came out of that meeting? lauren: i'm to going with a good rapport. you have ceo of pfizer, ceo of eli lilly meeting with trump, and in comes the secretary, or the nomination, for the department of health and human services, rf fk jr., who is anti-vax and pro-making americans eat healthy again. those viewpoints make him public enemy number one for the business of pfizer and ely eli lilly, so i would say this reported meeting is a perfect example of trump bringing people together. it's reported it was a good conversation. as i said,s it lasted three hours, and he's working to bring the private and public sector together. and i also -- they also were working towards the moonshot of curing cancer. so a lot came out of that meeting, and apparently, at the end, he played his playlist off his ipad. [laughter] stuart: why am i not surprised? check futures, please, we're sill looking at some green. the opening bell is next. ♪ she does it like this when you do it like that. ♪ well, she does it

eli lilly capturing the market in the billions and trillions if you go globally. consumers and another distribution opportunity for that . cheryl: eli lilly at 797, it's not a cheap stock. >> first trillion and the trillion dollar club that wouldn't be a tech. it would be healthcare. cheryl: home depot and a terror story asks you about that and lieu lieu lemon, netflix and nvidia. >> last two years going into the fed's easing and going into 2025 and as well as 57% of homes united states. if you're going to go you're going to go to home depot for the global leader in terms of getting your home right. ashley: yeah, the last earnings call they were not seeing that. next year is a new year. talk to me actifed ya though. >> running laps around the competition and no other game in town it's okay to sell into the strength and take house money off the table and rebalance and look for other opportunities in the market. cheryl: going and will computing for the chip. willow is the new chip and elon musk is impressed and the arm's race and in the first innings of that going f

we know of eli lilly. 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

caller: glenn lilly. host: thank you for telling us about glenn lilly and being his left-hand. members line.veterans and family : i am calling today to honor my -- lieutenan henry boykins. he was iillinois national guard when the war broke out. he never returned home. he became a p-38 pilot in the aleutian islands. they call it sometimes the forgotten war of their. he was an escort for bombers -- up there. he and his wingmen were lost in the mission. they never recovered the bodies or the planes. i don't know exactly what happened to them. the bomber returned but the p- 38s did not. valentine's day of 1944, a western union telegram arrived. my grandmother and my mother think it is from their son and brother. it turns out it was a notice that he was missing. a few weeks later, confirmed dead. i would say since -- they call us the were babies. the children of that generation. we are starting to leave the planet also. it is time to go back and keep the memories alive and think about what happened and what language we would be speaking if it was not for that generation. that is it

lilly today in the morning market before it opened was up 80 points.ive new drug that was not able to look at the new standards. that left her best of class. this shouldn't have been a 10, it should have been a minimum of 30, maybe as much as 50. i have to tell you, i think lilly, this is where you buy steven in texas wrote with the incoming administration and geopolitical risks, is it still feasible for oil to approach more than $100 a barrel? >> i'm never going to say it's inconceivable. president trump says that's it, you'll have a big spike. or something happens to russian production i don't think it will happen i have to tell you today i wanted to buy more coterra because it went to 3.50. jeff pointed out it's just a hedge. if you felt like you make a lot of money, buy chevron. i don't expect that to happen. next, a question from joe in minnesota. i established a small position in palo alto we awed to crowd strike. it fell precipitously over 10% over a period of a week with nothing going on whatsoever. therefore, it was a disparity with the fundam

eli lilly's weight loss drug zepbound helped people lose more weight than novo nordisk's wegovy.govy. >>> the price of bitcoin has hit $100,000. it has surged 45% since election day. >>> there is a famous pair of ruby slippers worn by judy garland in the wizard of oz up for auction. and bidding has already surpassed $1 million. the final live auction happens this saturday in texas. i'm sure it's going to be huge now with all the rave around wicked. >>> the mega millions jackpot has grown to $579 million. that is the tenth largest in its history after no one won the latest drawing, the cash option is worth $276.6 million. the next drawing is tomorrow night. what a great holiday season it would be if you won. season it would be if you won. ♪♪ mmmmmmm. repeat the sounding joy. [laughters] kinder joy. [laughters] open a world of surprise. my life is full of questions... mom, is yellow a light or a dark? how do i clean an aioli stain? thankfully, tide's the answer to almost all of them. why do we even buy napkins? —use tide. —can cold water clean white socks? it can with tide. do i ne

it was funded by eli lilly.re it, it shows people taking zepbound lost more weight. they lost 20.2% of their body weight. they lost 20.2% of their body wait. that's about 50 pounds. those treated with wegovy took off 13.7% or some 33 pounds. these drugs have different active ingredients. zepbound targets two, wegovy one. a study shows wegovy reduces heart attack and stroke. >> we keep learning more. thank you. >>> up next, the story behind this year's rockefeller center christmas tree and the family for whom it means so much. trade in any phone, in any condition and get samsung galaxy s24+ with circle to search, and watch and tab. all three on us. survive the holidays with samsung, powered by verizon. for more than a decade farxiga has been trusted again and again, and again. ♪ far-xi-ga ♪ ♪ far-xi-ga ♪ ♪ far-xi-ga ♪ ♪ far-xi-ga ♪ ask your doctor about farxiga. a chewy order is en route for monkey, who loves to climb. so mom uses chewy to save 40% on gifts that help keep the tree intact, and monkey good and grou

>> it is a terrible sector outside of eli lilly.ook at them, there are a lot of stocks that are very cheap and i think are overly hated. it's not a bad time to start looking around and thinking which ones might be worth buying. one of my favorites is gilead signs. it's done -- sciences. it's been hated since 2016, and there are a lot of stocks that fall into that same camp that i think are probably worth a look, things like pfizer or bristol meyers, what not. jack: al, there is a lot of skepticism about the so-called department of government efficiency which isn't actually a government. it's being run by two people, and in early pronounce appointments doesn't seem to understand what government spending does. >> i sense your skepticism. [laughter] so my surprise for '25 would be that doge is okay, that doge actually does something if useful. it's being run by elon musk and vivek ramaswamy. it has a fixed end date, july 4th, 2026. you know, ramaswamy noted, oh, we can save the -- floated, oh, we can save the u.s. government $2 trillio

caller: glenn lilly. host: thank you for telling us about glenn lilly and being his left-hand. world war ii veterans and family caller: im lling today to honor my lieutenant leon henry boykins. kia in world war ii. he was in the illinois national gud en the war broke out. he never returned home. he became a p-38 pilot in the aleutian islands. they call it sometimes the forgotten war of their. he was an escort for bombers -- up there. he and his wingmen were lost in the mission. they never recovered the bodies or the planes. i don't know exactly what happened to them. the bomber returned but the p- 38s did not. valentine's day of 1944, a western union telegram arrived. my grandmother and my mother think it is from their son and brother. it turns out it was a notice that he was missing. a few weeks later, confirmed dead. i would say since -- they call us the were babies. the children of that generation. we are starting to leave the planet also. it is time to go back and keep the memories alive and think about what happened and what language we would be speaking if it was not for

eli lilly up by more than 4%.is a heated competition between them over dominance in the weight loss drug category that has been a high flyer. just to give you a sense of how small the margins have to be for this to respond to this kind of way, the shot helped patients lose an average of 22.7% of their weight over 68 weeks, the novo nordisk drug, versus the expectation of 25%, and that was enough to sink them where they are not can, and it shocked the danish stock market the most. this goes back to the breadth, gainers or lifting everybody, and there's a lot of weakness. jonathan: just to be clear, that is the danish stock market. lisa: well, yes, and it is also telling that they danish stock market is composed of a stock that sells significant amounts to the u.s., not necessarily to the dates. jonathan: stoxx 600 europe having a difficult morning into the afternoon. coming up on the program, we catch up with jim caron of morgan stanley on the healthy selloff in equities. annmarie hordern joins us from washington,

last week, the fda approved eli lilly's zepbound were eli lilly's zepbound for treating sleep apnea in1 drugs is making inroads among adolescents with obesity as a solution to a growing problem. with cases tripling over the last 30 years, the american academy of pediatrics for some younger patients. cbs's janet shamlian explains why. >> reporter: 15-year-old jeremiah jimenez weighed 350 pounds by the time he was 13. but after less than a year on the weight-loss drug wegovy, he lost 65 and hopes to drop 80 more. what's that like? >> it feels good. i just feel stronger because i have incorporated strength training, as well. so i just feel empowered. >> these are once a week injections. >> reporter: suzie jimenez said she talked to her son's doctor about whether it would be suitable for him after she dropped 70 pounds on the same type of medication. >> he has turned into a different person. like, his light has just been lit. >> reporter: the number of prescriptions for young people for what is called glp-1 weight loss medications is skyrocketing. from more than 8,000 a month in 2020 to mo

that the sector doesn't need >> meantime, the fda affirming today that the active ingredient in eli lilly'srtage and it's telling them stop com founding found pounding, they they're them be a gz news for eli lilly, but the stocks are not up on this news. >> they lost all of the momentum they had earlier this year it's been a very tough stretch the last three months in particular i think the supply/demand metrics that we look at continue to favor the companies, just not enough clearly, a good headline for lilly today and novo's will come in time and we have hims and other companies can they compound, can they not does this -- is there any reversal here at any point i was surprised to see the stock down and again, pharmaceutical stocks in general had been super weak with the closure of the deal, downing of the deal, and yet the stock, we saw the reaction in today's session, so imagine if semaglutide comes off the shortage list. >> it's tough to know exactly when they'll get online in producing these drugs at scale, but it's just a matter of time >> all right we want to touch on vertex it has

last week we had the ceo of ro and they had announced a deal, a partnership with eli lilly to sell theuld be cheaper. and some are saying that that partnership signals that it is not in shortage. why would they launch this new product line that so many people would want if this drug was in shortage. >> you know that the pens were in shortage to a great deal causing a lot of the problems. you think about $400 for a vial, that is competing directly with these compounds and i don't know why you would take a compound if you get that straight from lilly. >> for the same, yeah. >>> meantime, nike is on dig to report earnings on thursday. the sportswear giant could be due for the most positive results in nearly a year. >> the options market is implying a one day move of 7% less than the long term average move of 6% but over the last eight quarters it's moved around quite a lot, closer to 9%. we saw calls significantly outpacing puts and it was the december 80s those are the ones that expired this friday that were most active. we saw about 4,000 of those trading for $2.34 a contract that was e

does it seem like lilly is racking up the wins? >> yeah.ink the winner is for this year. we'll see how the pill does and yeah, that's a big component of the valuation gap. you know, novo doesn't have one of these next generation pills. however, at least pecialists we talk to think for the most part the market will remain injection jektsble for a long time to come. >> got to leave it there. thank you so much. >> thank you. >> emily field. >>> coming up on the other side of this a new era ahead for crypto currency. we'll talk about how president-elect trump's pick for sec chair will impact digital assets and the crypto industry. >> and the netflix -- you know, netflix delivering the netflix for christmas taking on the nba. what this could mean for the future of streaming and major sporting events. all that and more as "squawk box" rolls on a day after christmas and hanukkah. (♪♪) car, this isn't the way home. that's right james, it isn't. car, where are we going? we're here. (♪♪) surprise!!! the future isn't scary. not investing in it is. car

eli lilly hospice weight loss drug winning over novo nordisk.ion of obesity drugs. let's get to 35 thousand feet and talk about the adoption of these. i'm sure in your world is busy. talk about the adoption and whether things have slowed or where you are still seeing the steep grove we saw over the previous year. evan: let's go back to three q results where we saw a bifurcation between eli lilly and novo. they were trying to draw demand in line with what you described. novo still had supply issues with assets like week ovi -- weg ovy. let's talk about the date it, largely expected but eli lilly has data that can go out to physicians to say ours is better. what is important is that novo has a data read out by the end of the year and could be better by zetbond. we found a trial posted on the website for clinical trials showing that novo has a co-formulation. a lot of moving parts, very exciting. fourth quarter is important because companies got beaten up in 3q. jonathan: what is better about it, delivery, performance, more effective? evan: weight

results showed patients got weekly injections of eli lilly.they lost weight an average of 50 pounds after 72 weeks. that's compared to an average of 33 pounds for those who got the novo nordisk injection during that same time frame. calls for change in san jose what a new report is revealing about conditions at the san jose animal center, and the improvements that could be on the way. plus, we continue to follow that developing story in new york, where the ceo of united health was shot to death outside of a hotel. what witnesses say they saw and ho police kill the ceo of insurance company unitedhealthcare. police are describing the killing as a quote, brazen, targeted attack and not a random act of violence. brian thompson had just walked out of his hotel in manhattan this morning, when the gunman walked up and shot him and continued to fire as thompson fell to the ground. it was captured, we're told, on surveillance camera. the gunman was also seen riding away on a rideshare bike toward central park. >> it appears the suspect was lying in wai

priscilla alvarez and katie lillis thank you both very much. still ahead what's being done to keep her son's weapon? arsenal from falling into the wrong hands? we're going to talk more about that here in the cnn newsroom cnn heroes an all-star tribute tonight at eight on cnn at harbor freight, we design and test our own tools and sell them directly to you no middleman, just quality tools you can trust at prices you'll love whenever you do. >> do it for less. at harbor freight this is a keepsake frame. >> this is actually a photo from my wedding i'm adam weiss, founder and ceo of keepsake, the mobile app that makes it easy to have your photos printed, framed, and shipped to your doorstep. >> you just choose a photo that you love. you can preview it in over 100 frames, and in a couple of days you're going to receive your photo in a beautiful handmade frame. so if you've got a special photo on your phone install the free keepsake app. we would love a chance to frame it for you. >> hi, i'm greg, i live in bloomington, illinois i'm not an actor, i'm

only fans college student lilly phillips is trying to break a record by sleeping with 1000 men in 24rs. she did a dry run with 100 recently. watch closely. >> i think like feeling robotic like the third year, i've got like routine how we're going to do this and like sometimes you like disassociate and be like it is not like normal -- if i didn't have the videos, i wouldn't have known. >> laura: this is very sad and statement lilly phillipses i'm not a victim, this is not me hooking up, this is me doing my job to create adult content. >> raymond: the message, laura, a woman is not a quickie mart and sex is not friction, this isir shaking of your soul and being and should be reinforcing that or have an alternative for that. my heart breaks watching this young girl, this young woman basically prostituting herself in front of the camera and men are not paying for the service, but people are paying to view. people shouldn't ing preying on her, we should be praying for her. when you are making 2 million dollars -- >> laura: this is glorified and social media for young women, it is not empo

you like eli lilly? >> yeah.se race for the drug loss and say you got lucky and picked the winning horse. no, it's based on science and a study came out head-to-head comparison between zepbound and wegovy that eli lilly zepbound leads to more weight klotz less side effects and that's not by accident. if we get into the science, it's because lily's drug targets two re-scepters and -- receptors and niveau dorman disk is one. >>-- novo nordisk. >> it's creating adverse effects with these drugs. stuart: other pick is inodata. >> talked about palantir and going for them and that's another ai play and under the radar ai play and in a data providing services to all the major ai players and they are the service provider and pick and shovel play growing at tremendous rate accelerating from 35% to 65% to now over 135% and stocks hitting new high. stuart: yes, it is. thank you, lieu. indata >> who is he going with him today? reporter: he's on capitol hill and really digging his heels in and media turning him in for brett ka

dexcom also making gains eli lilly up 2% 6% dexcom up 6% >>> news on the ipo front. pippa has that for us. >> venture global, they are an exporter filed to go public. the proposed size and price have not yet been released. the company was looking to raise $3 billion through its ipo they are exporting at their pass they have been exporting since 2022 this comes as we expect to see ray demand in lng exports. venture dmroebl global has fileo public >>> rebounding retail. the best day in a month heading into a critical holiday shopping weekend. we will break it down, get the setup. the top picks for next year. we are live at the new york ew stock exchange you are "closing bell" on cnbc . >>> we are back. retail stocks getting a boost. joining me now is matthew boss with his top picks i want to start with the dud, nike we talked many times i know that there's a reboot here what do you attribute to the price action in that stock wasn't it up and down? >> 2q results were in line with expectation. that created a relief rally. as the call progresses, you heard that this is go

that's good for eli lilly.drugs help you lose more weight, the fda said there is no more shortage of the key ingredients, it is down 19%, 3% because they are testing obesity pill. 2,025 is the euro who could be the skinniest person alive. stuart: 19% down because of slight missing expectation for the weight loss drug. lauren: this company is negative for the year after all of this type, there are a lot of competitors coming in and losing one fifth of your body weight doesn't cut it. stuart: let's move on. occidental petroleum and sirius xm. lauren: berkshire hathaway uping a stake in both companies. they now own 28% of sirius xm. stuart: carnival is up. lauren: they are up 2%. carnival reported stronger demand, stronger revenue, they are predicting 20% earnings growth in 2,025. not only are we booking cruises and sea voyages but spending more on them. ahead, the deadline for the government shutdown is midnight tonight. the house failed to pass the trimmed down deal, that trimmed down deal had been backed by tru

we have data from eli lilly's oral drug coming in 2025.e studies and that will be a big deal. we have talked about how people want an oral version of these drugs. the current medications are a weekly injection. for a lot of people that is not super appealing although for a lot of people it is because clearly there is no issue for demand. but in some other markets, pills are preferred. so we have a lot of companies that are trying to make oral versions of the drugs including lily and novo. we have structure, viking, smaller companies. pfizer as well. lily has phase 3 data from their drug coming out in 2025. we're going to see that. you're going to see other companies coming out with data from other trials. the competition is going to continue heating up. insurance coverage is also a place to watch. we had the biden administration proposed a new rule that would allow medicare, the government health insurance program for people over 65, to cover weight loss drugs. so it will be up to the trump administration in a few months whether to pass th

then went to a drug company, eli lilly, headed eli lilly u.s.a., then became secretary of hss.an unusual appointment. even if you look at it, all of us have management and experience. i ran a major research university, the university of wisconsin of madison, which hospitals and a huge healthcare system and a huge bio science enterprise. so all of us have had very different experience in rfk jr. if you listen closely to the republicans, they're saying nice things about their conversations, but let's see what they actually do when he gets cross examined and when the fbi's report comes in. so i'm not sure as other people are that he's going to be automatically confirmed. >> that's interesting. you know, i guess the question in light of all of it, madam secretary, is how we, as citizens. i mean, we get lost in process, and we talk about the political side. but at the end of all of this are the american people who suffer or benefit from these decisions and these decision makers. if you're advising the american people, what would you be advising them right now about their health? abo

lilly shares getting a bump from that.a fierce competitor for its lilly bound. >> still sheds 23% of body weight. the stock is down. more to learn here. and how about mission produce. key one the company expects to sell just as much produce but expects prices to be 20% higher because of continued strong demand. >> love the avocados. >>> shares of alibaba down as the company makes plans to sell. we'll get that on three stocks next. need a last minute gift idea? get the weathertech gift card! for laser measured floorliners, cargo liner, pet feeding system or the new garage wall protector. get your gift card instantly at wt.com >>> welcome back, a fun edition of power lunch this coming monday. stuffing your stockings with stocks. all hour long traders strategists and analysts will give you your top pick for 2025. let us know on social media which names you in particular want to hear about. it'll basically be an entire hour of three stocks. it'll be like 30 stocker. >> why should we wait until monday to give the people that th

reportera: eli lilly dijo que su medicamento para perder peso superÓ su principal competidor, wegovy.wegovy la pelea de peso fue menor. el estudio fue realizado por la misma compaÑÍa que lo produce, pero mÉdicos no relacionados con la empresa destacan la efectividad. >> el hecho de que la misma compaÑÍa se estÁ echando porras, eso no ayuda mucho. pero eso concuerda con lo que vimos. reportera: el estudio reflejo que mÁs del 30% de usuarios de zepbound perdieron mÁs peso. los resultados del estudio estÁn sujetos a una revisiÓn por pares, y serÁn presentados en una conferencia mÉdica el prÓximo aÑo, pero expertos dicen que por estos hallazgos serÁn favorito entre los productos. ilia: elon musk y vivek ramaswamy proponen que en el paÍs no se vuelva a cambiar la hora en primavera y otoÑo. dicen que esta prÁctica es ineficiente y fÁcil de cambiar. ambos estarÁn a cargo del departamento de eficiencia gubernamental de donald trump. jorge: el papa francisco tiene un nuevo papa mÓvil, una versiÓn elÉctrica fabricada por mercedes benz. estÁ adaptado para velocidades bajas. ilia: la nasa restabl