GLP-1 War Heats Up as Prices Slim Down & Powering the AI Age
Brew Markets
Intro
Ann Berry opens the episode, previews topics and integrated sponsor reads for CarMax and Schwab.
Episode 130: Today, Ann digs into the Novo Nordisk vs Eli Lilly vs Pfizer news roundabout: with Novo’s share price dropping, now too are the list price of its popular obesity drugs - does that leave the entire sector vulnerable to… loss? Then we look at earnings from Constellation Energy, the largest operator of nuclear power plants in the U.S. - regulatory scrutiny builds as the sector grows in the AI age and residential customers see higher bills. Finally, we shine a light on Henry Schein and Factset and hit Parmount’s new salvo in the battle for Warner Brothers.
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00:00 Welcome to Brew Markets Daily
00:30 Inside The GLP-1 Wars
04:30 Earnings: Constellation Energy
15:00 Market Close
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