Bloomberg Intelligence Steve Cohen, Bally’s Picked to Run Casinos in NYC
Dec 1, 2025
Join Randall Williams, a U.S. sports business reporter, who shares insights on Steve Cohen's new casino project next to Citi Field and how it reshapes the Queens sports landscape. Sam Fazeli, a senior pharmaceutical analyst, discusses Eli Lilly’s price cuts for its weight-loss drug, Zepbound, and competitor dynamics in the GLP-1 market. George Ferguson, an aerospace expert, highlights Airbus's production challenges and quality control issues impacting their A320 model. Lastly, John Butler outlines future growth strategies for U.S. telecoms as they face increased competition.
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Leagues Embrace Gambling Integration
- Sports leagues' stance on gambling has shifted rapidly toward acceptance and commercial integration.
- Randall Williams notes teams now seek to marry sports operations with adjacent hospitality and gaming assets.
Pharma Sees Relief But Regulatory Risks Linger
- Pharma stocks rallied after clarity on proposed tariffs and deals delaying them.
- Sam Fazeli flags regulatory risk remains, especially pressure on vaccines and pricing uncertainty.
GLP-1s Have Massive Upside With Low Penetration
- GLP-1 obesity drugs remain early in penetration but can scale to huge markets at modest uptake.
- Sam Fazeli estimates single-digit adoption can still reach a $100B addressable market depending on price.