novo nordisk up 3%, gsk up 5.5%. so a lot of focus on the pharma sector. t's dive straight into those novo earnings. the company posted. >> a. >> fourth quarter beat on the top and bottom line, but the sales sales of its weight loss drug, wegovy did miss expectations, and growth for the year ahead is also expected to slow as competitors look to tip the scales in their favor. now sylvia joins us with the ceo of novo nordisk to tell us a little bit more about what's going on at the pharma giant sylvia. >> that's right giuliana. so let's get straight into the conversation. >> i'm pleased to say. >> that i have with. >> me lars. >> jorgensen, the. >> ceo of novo nordisk. >> good morning, and thanks for having us over. >> thanks for having me. >> first and foremost, i would like. >> to focus on. >> some investors had a lot of questions about the trial results we obtained in december. but today. you're saying that you will be asking for regulatory approval in the first quarter of 2026. tell us what's making you confident to achieve that timeline. >> so what we've

the producer novo nordisk has danish kroner — that's about $18 billion.e helped by developments in the north american market, with sales up 30%. wegovyjumped last week, following the positive results from a trial of their new weight—loss drug. to 22% of their body weight after 36 weeks. that pretty phenomenal. let's hear now from henrik hallengreen laustsen, senior equities analyst, atjyske bank. now at jyske bank. have now atjyske bank. have the numbers, what now we have the numbers, what .. think? it now we have the numbers, what 7 do you think? it looks quite stronu. do you think? it looks quite strong. strong _ do you think? it looks quite strong. strong figures - do you think? it looks quitej strong. strong figures i 24 strong. strong figures of 2a and impressive and even more impressive that guidance for next year is also strong. i quite strong. i read the guidance _ quite strong. i read the guidance for _ quite strong. i read the guidance for next - quite strong. i read the guidance for next year| i; ii"? 2 ihey 77 they said worry because they said

francine: this is the man in charge of europe's most valuable company, novo nordisk, and its blockbuster diabetes and obesity drugs ozempic and wegovy. both contain the key ingredient semaglutide, revolutionizing the weight loss market and generating billions in sales. celebrities have helped their popularity soar. sharon osbourne, chelsea handler, and elon musk have all publicly talked about taking ozempic or wegovy, and they've had further backing from oprah winfrey. it's a global phenomenon, reaching millions on social media apps, including tiktok. but it's not without controversy, including possible side effects, high prices, and the company's lobbying efforts receiving criticism around the world. and in some cases, patients might also need to take the drugs indefinitely to avoid regaining the weight. chief executive lars fruergaard jorgensen says obesity is a disease and thinks the company will learn from its growing number of patients. lars: when i ask the scientists, they say the priority and mechanism will tell you that it's chronic treatment. my personal view is that we will als

. >> shares of novo nordisk. they're surging on massive. >> demand for its. >> weight loss. >> drugs, with the. >> ceo telling. >> cnbc about. >> the year ahead. >> and then later, much more on alphabet and why morningstar. says today's sell off. >> is actually a buying opportunity. >> a very. >> a very. >> busy hour still ahead on at ameriprise financial, we know our clients are so much more than clients. they're conquerors and champions, and what matters most to them matters most to us. it's no wonder we have a 4.9 out of 5 client satisfaction rating. ameriprise financial. products. i spend a lot of time taking care of myself, and i want clothes that fit well that are comfortable. i only shop at one place and that's stayed in liberty. >> nothing stands still. not technology, not the market, and not franklin templeton. we've been a firm in motion for over 75. >> years. >> always innovating. today, we're a leader in public and private markets, digital assets and custom tax management, empowering advisors with sol

we have novo nordisk later today and vest us. credit agricole the french lender with the beat in the fourth quarter. net income at 1.6 9 billion euros, above the estimates of 1.41 billion, the asset management part of this business performing well. potentially a fly in the ointment for this lender is alone lost provision number coming in at 594 million euros, that is above the estimates. that looks like a challenge for credit agricole but the top line is a pretty decent beat in the fourth quarter in terms of net income, also upbeat on revenue, seven euros versus estimates of 6.5 6 billion, full year dividend per share of one euro .10 above estimates had been just over one euro. we will speak exclusively with the ceo credit agricole, the deputy ceo jerome grivet, at 7:30 a.m. u.k. time. tune in for that conversation. the first shots of the u.s. china trade war are sapping sentiment on the markets. let's bring in mliv strategist mark cranfield. give us the deep dive in terms of market reaction in mainland china on the reopening aft

gsk, novo nordisk both gaining strongly yesterday in terms of the laggards in europe.a picture at the sectors. we've got real estate now trading just below the flat line. retail media and utilities round out the bottom performers in the market this morning. as for wall street, here is how us futures are shaping up. you've got a bounce there as well. the nasdaq, the dow jones and the s&p 500 are all trading higher at this stage. according to us futures. this follows a decent day yesterday. as i said back to back gains for wall street. private companies added 183,000 jobs in january, according to adp. that topped expectations. now that figure, which was largely driven by service providers, comes after december's print showed growth of 176,000 jobs. adp's jobs print comes ahead of friday's key nonfarm payrolls report, with forecasts pointing to jobs growth of 169,000 roles. speaking to cnbc, adp chief economist nela richardson forecast a robust number for friday's data. >> the january report for adp and the numbers that you'll see friday from the government have been re b

would that enable users to lose weight — also no surprise then the global demand for the producer novo nordisksted its full—year to 128 billion danish kroner — that's about $18 billion. american market, with sales up 30%. and wegovyjumped last week following the positive henrik hallengreen laustsen is senior equities analyst, at jyske bank. he gave me his reaction to these results. but i read the guidance for next year was a worry because they're saying that sales are going to slow down. why would sales slow down, given what we've just sales in terms of percentage points will slow down. so in my opinion that's quite impressive. shares in nissan fell today. what is going on? to be honest, ever since _ what is going on? to be honest, ever since the _ what is going on? to be honest, ever since the two _ what is going on? to be honest, ever since the two companies i what is going on? to be honest, ever si an the two companies i what is going on? to be honest, ever si an agreement npanies i what is going on? to be honest, ever si an agreement to anies i what is going on? to be honest, ever si an ag

that's a trial for novo nordisk. it's called evoke. and we're expecting to see that in the second half. >> of this year. >> emily field, angelica peebles, great to have you both here. thank you both very much. >> thank you. >> all right. turning now to a check of shares of novartis. novartis is pledging $7.5 million to a new initiative from nonprofit prostate cancer. called blitz the barriers. the goal is to raise awareness and encourage. >> early. >> testing for the. >> most. >> vulnerable communities. black men are 75% more likely to have prostate cancer. spread to other parts of their body before. >> being diagnosed. >> veterans are twice as likely to be diagnosed with prostate cancer. an estimated 35,000 men will die from prostate cancer this year. we spoke with the global ambassador of prostate cancer. matthew knowles, the father of superstar beyonce, about this new effort. >> look, brother, you do. >> want to. >> live, right? >> and early detection. >> is what will. >> save you. you know the stages. >> of cancer. one, two, three,

president trump says he's in "no rush" to talk all eyes on novo nordisk, as it's poised to reveal to lithium extraction? also in the programme — all things tech and beautiful. that is prevasive in so many of our lives. and what really concerned was the news growth in its closely—watched cloud business slowed. in after—hours trading on concerns it may be pouring $200 billion from its market value. like other tech giants, alphabet is betting $75 billion in capital expenditure this year — a figure that surprised analysts and highlighted for more, here's ritika gupta in new york. expectations on tuesday. in revenue to around $11.9 billion in the fourth quarter, slowing down from the 35% increase in the september quarter. the soft cloud numbers come even as google has spends more heavily on al. and competition remains fierce — google cloud its rival microsoft also reported weaker—than—expected growth in its azure cloud platform last week. that was looking at the numbers and some of the reaction among competitors. investigation into google. blocked in china since 2010. and he gave me his t

novo nordisk for example gets a good chunk of revenue. tom: i like that you were clear about autos in steel. comments around my eu to paraphrase trump, it was structured to screw the united states. he is taking his anger out on the european union. guest: they are treading with an abundance of caution is the lessons. claudia sheinbaum or justin trudeau said the eu will react to barriers to free trade that are unjustified. previous rhetoric from trump he talked about levees, vat as well so that is another way this could go. tom: cutting through the smoke and mirrors, thank you. let's bring in valerie tytel, talk to us about market reaction. valerie: equities posted declines in the new round of strong language for the european union and we saw euro stocks futures drop 1% and traded softly in asia and there was softness, euro-dollar declined but not as pronounced, faring down half a percent but we fail to sustain 105, really failed to sustain above that -- that level. bloomberg analyzed blanket tariffs for the eu, it could be 1.5 percent with

now down by more than 22% after the fda said the shortage of novo nordisk weight loss drugs has been resolved. we know that hundreds of thousands of americans relied on those compounded drugs, which are sold by companies like hims and hers. clients are able to find those drugs at a fraction of the price compared to brand-name drugs. now we see that companies like hims and hers are taking a hit. finally, another company from health care space, unitedhealth group is moving down today after the fda said -- sorry, the department of justice said he launched an investigation potentially saying patient diagnosis forced higher payments from the medicare program. that is why the stock is down sharply today. vonnie: we will look at that stock now. natalia, thank you for the details on the unitedhealth news. we are joined by john tolley. insurers got billions of payments and that is the contingent in the system. if it is true, how did it happen? john: just to be clear, the news came from the wall street journal. the department of justice has not commented. the issue is that these insurers contr

. >> shares of novo nordisk are higher.govy and ozempic reported better than expected net profit in the fourth quarter and soaring demand for those obesity drugs. but it is forecasting a slight slowdown in sales for the full year. the company's ceo will join us live from copenhagen in the 8:00 hour. you see shares up 3.6% right now. meanwhile, amgen disclosed the fda paused the study of its early stage obesity drug. the company did not elaborate on why or when the trial of amg's amg 513 was placed on clinical hold, but said it was working with the fda to find a path forward. the company is another drug merited in trials, but it fell short of expectations in 20. in a 2024 study, the company also released new guidance for sales in 2025. the top end of the range did exceed analyst estimates. amgen shares down 1%. >> and we're watching shares of honda and nissan. multiple reports saying nissan is going to reject that acquisition offer. that would make it a subsidiary of honda. nissan's board held a meeting earlier this morning,

. >> reporter: and novo nordisk, the maker of ozempic and wegovy, argues the compounded versions of its dr. gounder expects this fight to end in the courts. ali bauman, cbs i guess what i'm looking for from you is, i mean, i know how the fire affected me, and there's always a constant fear that who's to say something like that won't happen again? that's fair. we committed to underground, 10,000 miles of electric line. you look back at where we were 10 years ago and we are in a completely different place today, and it's because of how we need to care for our communities and our customers. i hope that's true. [joe] that's my commitment. [ambient noise] test. >>> it's monday, february >>> it's monday, february 24th, 2025. this is "cbs mornings." prayers for the pope. catholics around the world on watch as the 88-year-old pontife

. >> novo nordisk, makers of the fda approved ozempic and will be releasing this ad in response to theeally know what you're injecting into your body? >> these are products that are compounded. they are not regulated. they are not approved and therefore constitute a significant safety concern to the public. >> hims and hers defending their ad. >> this is americans affected by a medical disease and it's getting worse. and i don't believe the company did anything wrong. there are very strict laws on what you need to say in a commercial and what not. i do believe in this commercial. no drug was ever mentioned by name. >> the company's head of weight loss saying every batch of their compounded drugs goes through an analysis before ever being sent to a patient. >> the batch that you have, you can look in the app and get a comprehensive look at all the tests that are included. hims and hers is able to give your full, comprehensive approach. they have recipes. we have education put together by psychologists on top of all the other pieces. having a clinician available to be messaged 24 over se

the drug maker novo nordisk says it is meeting or exceeding nationwide demand.pany also warned about knockoff versions of the drugs when drugs were in short supply. certain pharmacies are permitted to fill the supply gaps. the fda says it does not plan to change this for 60 to 90 days, and the fda news triggered a reaction on wall street. hymns crashed and lost about 25% of its value, closing around $49. people turned to the website, making it a popular alternative because of the shortage. it offers a compounded version of a weight loss drug. >> republican assembly member bill azali says he's going to introduce a bill to create the california american freedmen affairs agency. an effort to create that agency failed last year, along with another reparations bill. the agency would have been responsible with implement for implementing reparations and determining eligibility. azali opposes cash payment for reparations and has said in the past he wants democrats to take a recorded vote on this issue. quick programing note for you the black joy parade is this sunday. w

novo nordisk those shares up about 1%. novartis, astrazeneca and glaxosmithkline.lines right here as you can see. and a look at global chip makers. we're seeing also kind of a mixed reaction there. so you see nvidia shares actually popping a bit right now up a quarter of a percent. while taiwan semi asml those shares down fractionally for asml taiwan semi down almost 1%. samsung electronics you're going to see a theme here. it's a korean chip maker shares up 3%. again favorable trade agreement with the us and south korea. okay we want to check the bond market as well this morning. treasuries. you can see the benchmark yields just ticking up a bit right now at 4.56 moving a bit higher. we get fed minutes later today. that could have an impact on the bond market as well. and a look at gold. gold hitting another record. take a look at this chart right here. you can see since the president took office shares of excuse me gold actually moving almost 8% higher right now. up about a half a percent. big upside move for gold. a lot of central bank buying. another factor whe

. >> today, novo nordisk, which manufactures fda approved semaglutide, put out this ad in some majorewspapers, and two lawmakers are vowing to change the advertising rules for compounded drugs. but some say companies like his and hers are making weight loss medications more accessible. >> i completely agree that we need more affordable weight loss drugs. taking risk on health in order to access the drug. to me, does not justify. >> the hymns, and hers ad does have a small print disclaimer at the end saying the fda does not evaluate its product. in a statement, it adds if a customer is prescribed medication by a provider through our platform, there is ongoing communication around their medication and treatment plan. >> in the east bay, nurses are upset that the saint rose hospital is closing its family birthing center. they held a protest today in hayward. saint rose hospital says the closure is temporary, temporary and will last 12 to maybe 18 months starting next week. nurses, though, argue the closure will harm expecting mothers and their babies. >> labor can go downhill. people wh

. >> today, novo nordisk, which manufactures fda approved semaglutide, put out this ad in some majorspapers, and two lawmakers are vowing to change the advertising rules for compounded drugs. but some say companies like his and hers are making weight loss medications more accessible. >> i completely agree that we need more affordable weight loss drugs. taking risk on health in order to access the drug. to me, does not justify. >> the hymns, and hers ad does have a small print disclaimer at the end saying the fda does not evaluate its product. in a statement, it adds if a customer is prescribed medication by a provider through our platform, there is ongoing communication around their medication and treatment plan. >> in the east bay, nurses are upset that the saint rose hospital is closing its family birthing center. they held a protest today in hayward. saint rose hospital says the closure is temporary, temporary and will last 12 to maybe 18 months starting next week. nurses, though, argue the closure will harm expecting mothers and their babies. >> labor can go downhill. people who

es fabricado por novo nordisk.unciona en la pérdida de peso? ellos lo que hacen es que ayudan a bajar de peso porque hacen diversos mecanismos. 1 es que, por ejemplo, al consumir la comida, la comida no se digiere tan rápidamente, entonces se mantiene en el estómago por más tiempo y entonces eso hace que nos sintamos llenos más tiempo y no comamos tanto. también hace que la comida dure en el intestino más tiempo. entonces no estamos evacuando tanto o tan rápidamente, y eso también ayuda a que nos sintamos satisfechos por más tiempo. entonces, estos efectos hacen que al final comamos un poco menos y así bajemos de peso. bueno, según el fabricante de 12, algunos de los efectos secundarios por tomar este medicamento pueden ir desde náuseas y estreñimiento hasta diarrea y dolor abdominal. por lo que siempre hay que consultar con un profesional de la salud antes de decidirse por este medicamento. como tratamiento de pérdida de peso. hable primero con un médico. por qué? porque puede haber contraindicaciones. puede haber

the drug maker novo nordisk says it is meeting or exceeding nationwide demand. company also warned about knockoff versions of the drugs when drugs were in short supply. certain pharmacies are permitted to fill the supply gaps. the fda says it does not plan to change this for 60 to 90 days, and the fda news triggered a reaction on wall street. hymns crashed and lost about 25% of its value, closing around $49. people turned to the website, making it a popular alternative because of the shortage. it offers a compounded version of a weight loss drug. >> republican assembly member bill azali says he's going to introduce a bill to create the california american freedmen affairs agency. an effort to create that agency failed last year, along with another reparations bill. the agency would have been responsible with implement for implementing reparations and determining eligibility. azali opposes cash payment for reparations and has said in the past he wants democrats to take a recorded vote on this issue. quick programing note for you the black joy parade is this sunda

is for drugs like that bound which by the way overcame in a market share for the fourth quarter novo nordisk as there are more competitors out there and you have the supply shortage anymore per the fda, now they looking for increased use cases of the drug, one of them being sleep apnea but there are several. cheryl: we are going to be joined by the ceo of eli lilly coming up in the next hour. we'll talk much more about all the things were getting out of these reports looking forward to the conversation with him. this news is second federal judge blocking president trump's executive order indeed birthright citizenship you have more on that story. >> u.s. district court judge in maryland and abiding air appointee issuing a eliminate injunction then definitely blocks trump's executive order in the birthright citizenship the judge arguing that the executive order is likely unconstitutional and runs to our nation's 250 year history of citizenship by birth. the nationwide injunction is more permanent than the 14 day temporary restraining order issued by a federal judge in seattle last month it's e

stuart: novo nordisk, i think they are up, and i think that's because -- let me guess -- good weight. so what if i told you that a sales for wegovy jumped 107%? that's more than doubled. it is unbelievable. but they did say that that they think sales growth this year will slow. i guess that that's not surprising if you're coming off of a doubling of sales, it might slow just a little bit. the company also did say they expect to bring a weight loss pill to market before their key competitor, eli lilly. stuart: that's what i want, the pill. >> the pill? you can't stab you with a good old -- stuart: i choose not to be stabbed. [laughter] the fda. well, wait a second, they paused their obesity drug study, but the stock's up. why did they pause the study in. >> yeah. they paused the study basically saying that they need more time. we don't have a lot of information right now. we don't exactly know why, but the fda saying let's just hold off on this study. what's interesting, the shares are up, but a lot of analysts that i was reading through this report said they really have to succeed in

i think novo nordisk out of denmark, big opportunity. big, big.hat's why the pfizers and bristol-myers or are hooking into neuroscience. suddenly, if you match the rfks, you know, with new kinds of drug therapies that aren't as addictive or aren't addictive, you can have the -- charles: right. sounds like also maybe a lot of mergers happening real soon. >> oh, absolutely. charles: great stuff, hillary. thank you very much. >>> all right, folks, markets facing a triple threat. a triple threat of ss. [laughter] we're going to explain it to you. i wish i could explain it as well as he could, but we're talking fiscal dominance, the federal reserve and, of course, your portfolio. next. ♪ ♪ ♪ i have type 2 diabetes, but i manage it well. ♪ ♪ it's a little pill with a big story to tell. ♪ ♪ i take once-daily jardiance... ♪ ♪ ...at each day's start. ♪ ♪ as time went on, it was easy to see. ♪ ♪ i'm lowering my a1c! ♪ and for adults with type 2 diabetes... ...and known heart disease, jardiance can lower the risk of cardiovascular death, too. serious side ef

the drug maker novo nordisk says it's meeting or exceeding nationwide demand. knockoff versions of the drugs when the drugs are in short supply. certain pharmacies are allowed to fill the supply gaps with copy versions. the fda says it doesn't plan to change that for 9060 to 90 days. and the fda news triggered a reaction on wall street yesterday. hims crashed and lost about 25% of its value, closing at around $49. people turned to the website, making it a popular alternative because of the shortage. it offers a compounded version of a weight loss drug. tesla has recalled nearly 380,000 of its vehicles due to a power steering assist failure that raises the risk of a potential crash. the recall comes after a year long investigation by the national highway traffic safety administration, after some tesla owners reported the problem. in the filing, tesla said some 2023 model three sedans and model y crossovers running older software are at risk of facing issues with the power steering assist function. all right. still to come on abc seven mornings, the backlash keep

it's about it's similar munger novo nordisk eli lilly. this is a drug. >> world and improve our gdp. people take fewer sick days. people work longer be more productive. people have fewer cardiovascular diseases. gop hitters. so they're cutting the price down to 3.49 per month for the lower dosage and 4.99 for the higher dosage. it's $50 cut. i myself have been trying to lose weight last year, lost 30 pounds. i want to lose 10 more games and i'm probably do up out now that start to get more affordable i just hey, i want to live longer. >> yeah, i i suspect that you and probably millions of others are probably flock to medications that one or others like it now. but yeah, the price is coming down to something little more affordable. let me pick your brain to about tesla. we talked a little bit not too long ago about how we were wondering if elon musk sort of, you know, ventures into politics, both here and abroad might at some point have an impact on the stock price of tesla, the brand and how the public perceives it. and i'm seeing here th

the drug maker novo nordisk says it's meeting or exceeding nationwide demand. knockoff versions of the drugs. now, when the drugs are in short supply, certain pharmacies are allowed to fill the supply gaps with copy versions. the fda says it doesn't plan to change that for 60 to 90 days. tesla has recalled nearly 380,000 of its vehicles due to a power steering assist failure. that raises the risk of a potential crash. the recall comes after a year long investigation by the national highway traffic safety administration, after some tesla owners reported the problem. in the filing, tesla said some 2023 model three sedans and model y crossovers running older software are at risk of facing issues with the power steering assist function. still to come on abc seven mornings, the backlash keeps building against president trump and his doge team. we have the latest from washington. plus, the city of oakland has apparently been overpaying for overtime. how it flew under the radar, and why the discovery is raising even more questions about the city' for all those making

. >> novo nordisk to fill in the gap. >> guy. >> it is. >> that time of year. it is.gure our luck's going to run out at some point. but martinez has been with us now for the last few months. spectacular. the university of michigan should be proud of themselves because she's a proud alum. >> right. >> thank you. >> sweet as can be. and she's leaving us for much greener pastures, which is typically the case. thank you. martina. martina. i'm going to well up a little. >> bit here. >> oh. >> you're. >> such a softy guys. >> i am it's. >> like sad. >> citibank. >> citibank. >> thank you. >> and thank. >> you, martina. and thank you for watching fast money. mad money with jim cramer starts right now. >> my mission is simple to make you money. i'm here to level the playing field for all investors. there's always a bull market somewhere and i promise to help you find it. mad money starts. >> now. >> hey i'm cramer. welcome to mad money. welcome to cramerica. other friends i'm just trying to make you a little money. my job is not just to educate, but to teach you and entertain

so, novo nordisk, let's start with this name.res jumping today as demand for weight. >> loss drug. >> wegovy drove some better than expected profit for the quarter. wegovy sales were up over 100% year over year, but novo did warn that there was going to be a slowdown in demand for the rest of this year. you can see shares up 3.5% roughly, and then shares of the popular dating app company match group lower today thanks to some weak guidance for the first quarter and for the full year. this was due in part to a decline in subscriber growth. match also announcing the appointment of board member and zillow co-founder spencer rascoff as its new ceo. shares off about 9% heading into the close. scott, back. >> to you. >> all right, kate, thank you very much. kate rooney. still ahead, we're going to run you through what to watch for when ford reports in overtime. talk about a stock that's been impacted by tariff talk. certainly one of them. back on the bell after this. >> most power. >> players on wall street rate nvidia a strong buy tod

the weight loss heavyweight now far outpacing competitor novo nordisk, which is in the red for the yearontinue or is it time to slim down? see what i did there? guys. >> i. >> like what. >> you did. i'm going to go to you for this one. >> well, it's had a huge bounce as we as you just said. i mean, the question is, are we going to take out the prior high. which is 970? i mean, i think this is just me. i think if you've enjoyed this bounce, this is one we take some money off the table because you see how precipitous this stock can drop. by the way, it's happened at least three times over the last six months. we've seen 75 to $100 moves to the downside. so great bounce, great company high valuation. i think you understand what you're risking here when you see the downside. the downside that we've seen three times. i'd be a seller here more than a buyer. >> all right karen what do we think. >> well i'm long i'm not great at you know, trying to sell it at the top. buy it back lower and hope i'm, you know, enough to pay taxes. so it's a volatile one. i know i'm sticking with it because i do

. >> calling about novo nordisk, which is down 40%. >> from. >> its high, and i. >> know, i know, buting. this is a problem, jack. i know it looks so much cheaper than eli lilly chapel trust, but at this point it's about war chest. you have to be able to have the ability to build these factories, to be able to have the injectables and do the big tests. and lilly has that more than novo. so it's going to leave novo behind. and i still think lilly goes higher. let's go to michael in tennessee michael. >> mr. cramer. >> happy belated birthday. >> oh you're very kind. thank you very much. considering ast spacemobile. >> current financial challenges and your previous concerns about its speculative nature, what specific milestones or. financial improvements would you need to see from the company to reassess your position? >> i need to see that burn. i need to see that burn go down. i cannot put that is a stock that has to be really down and it's down much, much lower for me to be able to say that you're fine. and that, ladies and gentlemen, is the conclusion of the lightning round. >> the l

think that pepsico is in somewhat of a denial about the impact of glp one weight loss drugs from novo nordiskerrific quarter this morning, and eli lilly, which reports tomorrow. i know the threat is real because these drugs eliminate your cravings for junk food, and they could ultimately be taken by 40 million people in this country alone, although that might actually be a lowball number, considering the 42% of americans the adults are obese. for mondelez, the problem isn't just the gop desk one soaring demand for its candies and its biscuits. there's also the cost element. the price of a key ingredient, cocoa, is incredibly high right now. most people thought that would be temporary, but it's held an astronomical level versus where it used to trade. cocoa is now about four times the price that mondelez has had to pay historically. that's devastating to the margins. plus, they can't get away with the endless raising of prices like they used to. oh, and let's not forget about the problem of tariffs. you're getting some sudden price increases for many goods. someone has to pay for the tariffs.

confirmation yesterday seen as a tailwind for the drug compounders like hims in competition with novo nordiskt to be fooled. this is a heavily shorted stock. if you look at trading volumes yesterday, shares traded over double its 30 day moving average. a similar story today. you see triple there scott with no apparent catalyst for news from the company. so on the side of caution with this one mike we've talked about it on the desk before. >> know without a doubt. and it's in this sort of mini category of stocks that have this sort of societal resonance with like the buzzy thing people are doing right now. you see it in crypto. you see it in the sports betting stocks and you see it in hymns. there's sort of this overlap, just sort of culturally in it. and i think it's just sort of the same type of just interest in this type of, you know, sort of maverick transactional. >> separation of hype and fundamentals. right. >> well, that's the that's the trick. >> all right. good stuff, brendan. thanks so much for that. that's brendan gomez. all right mike. turn back to you. all right meta. it's going

. >> fda said that novo nordisk doordash one formulation is no longer in. >> short supply. which could. >> mean that. >> the compounding pharmacies. >> that are making similar. versions drug have to stop now. >> hims and. >> hers has said it can still make the cheaper version some way. >> but the market seems skeptical. hence. >> the stock's astounding. 26% collapse today. >> but then again, it's still more than 100% year to date. >> so profit taking actually. >> makes sense. >> to me. tuesday morning's big. >> all right. >> we own home depot. >> for the charitable trust. >> and we want to build. >> a. >> large position. >> ahead of eventual rate cuts. >> and as i said yesterday. >> on our monthly conference. >> call, we expect a soft. >> quarter because of weak housing. >> but the. >> company will benefit from the need to rebuild after major storms both in the southeast. >> and the fires in los angeles. now next, there's. >> planet fitness. >> this is one. >> it's a puzzle. it's a puzzle. many stocks are puzzles. i think. >> young people are more health conscious these day

that's after the fda removed novo nordisk's weight loss drugs ozempic and wegovy from a shortage listits. >> shares rise more than. >> 400% in the past year. >> novo shares. >> up about 3%. >> on. >> today's move, so keep an eye on that big move in health care. carl i'll send. >> things back over to you guys. >> so many double digit movers this week on earnings and other news. thanks, dom chu. >> just a few. >> days away from the reveal of cnbc's annual change makers list, spotlighting female leaders making an impact across the business world. our julia boorstin caught up with change makers from our inaugural list who've been making some waves this year. morning, julia. >> good morning to you. well, one of our inaugural change makers, instacart ceo simo, has transformed the business from the poster child of a money losing delivery app to a profitable and growing tech platform. since she took the helm in 2021, the stock is up over 80% in the past year. and simo, who is also on the boards of openai and shopify, explained how she's diversifying instacart and leveraging ai to grow. by joi

now, we don't know what the president's going to do is novo nordisk because they make some stuff herenish company. where are they going to be in the tariffs? i think really. >> you put. >> tariffs on. >> you put tariffs on. >> on. >> on wegovy. >> yeah. because you already you have why do you need wegovy. >> well i mean he, he kind of fudged on tiktok because of its popularity. you don't think you do the same thing on this? >> i don't think people know what these are. they just want them. it's more expensive than the other. so they take it. they're the same thing. >> and that has some competition? >> no, there's no competition. louie's got the low price. louie's got the big. but remember, it's the big dose. okay. and by the way, the hims compound problem. it's like him says we're going to compound it. there are only two compound pharmacies in all of new york that have any scale, so i don't know where they're going to compound that. maybe they have their own lab, but if. >> they're. >> only supposed. >> to be compounding when it's in shortage and it's no longer deemed to be in shortage

. >> and meanwhile, novo nordisk is up. they would be the one that would be most hurt. they make their stuff overseas and eli lilly would be helped. but the market is not rational or doesn't believe the president. i mean, the president. i was watching frank like i do every morning. frank holland and what the japanese car companies were up. well, this is devoted. i mean, i have a source, the source, the administration. and i said, you guys thought about why you're you're not even tariffing all these cars that are coming from japan. next thing you know, say it here comes out there was a little strange, interesting. it was kind of wow. >> so you. >> think come april. >> 2nd. >> this all actually happens. this is no. >> longer those who don't don't go to mar a lago and say, you know what? look, we need a little time, but we're going to build a plant in talladega, and we're going to build a plant in bristol and make it a little like, you know, racetracks. yes. and then they get it. and then there's no tariff because the president's always saying, listen, i mean, he's actuall

. >> another earnings mover to watch novo nordisk shares rising on its q4 profit beat strength thanksdrug, posting a 107% year on year increase in wegovy sales alone. the stock still down more than 25% over the last year of trading. we'll be right back. (vo) weight loss is changing. for so long, i felt stuck on repeat. i tried, and tried again. lost weight, gained it back. but zepbound means change. zepbound is for adults with obesity, to help lose weight and keep it off. activating 2 naturally occurring hormone receptors in my body, zepbound works differently. it's changing what i believe is possible when it comes to weight loss. it's changing how much weight i lose. up to 48 pounds. and it's changing what happens. don't take if allergic to it, or if you or someone in your family had medullary thyroid cancer or multiple endocrine neoplasia syndrome type 2. tell your doctor if you get a lump or swelling in your neck. stop zepbound and call your doctor if you have severe stomach pain or a serious allergic reaction. severe side effects may include inflamed pancreas or gallbladder proble

novo nordisk, that company the market cap is largely the entire gene pool of denmark.largest company in europe, 90% of their profits are excited to come from bilking the u.s. taxpayer. in denmark the standard of care for obesity is not lifetime ozone pick shops -- ozone pick -- ozempic shots. we have a totally wrong framework that led to a situation where we are spending three times more per capita on health care than our european friends and living eight years less then a person in denmark. so i personally am excited president trump is taking on denmark on greenland. we should also take them on their entire economies. >> what food will robert kennedy tell americans they should eat? guest: the biden administration is a monstrosity making dietary complicated. our book and what robert kennedy is talked about this simple. if you throw out the entire tens or hundreds of millions of dollars we spent on nutrition and the u.s. government all the nutrition advisors would fire everyone and cut every single funding and replace the monstrosity that says beans are the best source

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