Squawk Pod Super Bowl Ads & GLP-1 Competition 2/9/26
Feb 9, 2026
Dr. Scott Gottlieb, former FDA commissioner, offers sharp regulatory and public-health perspective. Kevin Hassett, White House economic director, breaks down productivity, jobs, and inflation. They dig into competition over GLP-1 obesity treatments, FDA and legal risks around compounded drugs, and standout pharma and AI themes from the Super Bowl. Short, topical, and lively.
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Direct-To-Consumer Pill Shook Pharma
- Hims & Hers announced a low-cost compounded obesity pill that challenged established drug makers.
- The move provoked rapid regulatory and legal pushback that shifted markets and stock prices.
Bipartisan Bills Still Face Slow Passage
- Bipartisan momentum exists for housing supply bills, but local implementation and political calendar slow final enactment.
- Even widely supported bills can face long delays before becoming law.
Use Standards And Grants To Boost Housing Supply
- Encourage localities to adopt standardized definitions and best practices for modular and multifamily housing.
- Use federal grants and pre-reviewed designs to streamline permitting and speed construction.