Michael Shah
Senior pharma-biotech analyst at Bloomberg Intelligence who analyzes pharmaceutical pricing moves and market impacts, here discussing Novo Nordisk's list-price changes for Wegovy and Ozempic.
Best podcasts with Michael Shah
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Nov 17, 2025 • 23min
Novo Undercuts Lilly’s Obesity Drug Price for Cash-Pay in US
Michael Shah, a Senior Pharma-Biotech Analyst, reveals Novo Nordisk's aggressive pricing strategy for obesity drugs, significantly undercutting Eli Lilly. Liana Baker, Managing Editor for Deals, shares insights on the $6.2 billion acquisition of Sealed Air by Clayton, Dubilier & Rice. Mary Ross Gilbert discusses how retail giants like Ralph Lauren and Gap are poised for a strong sales boost in 2026, while Michael Halen analyzes restaurant trends and how quick-service chains are adapting to rising costs and changing customer preferences.
Feb 24, 2026 • 20min
Meta to Spend Tens of Billions of Dollars on AMD Gear, Buy Stock
Drew Reading, a U.S. homebuilding analyst, and Michael Shah, a pharma-biotech analyst, join Geetha Ranganathan, a media analyst, and Ed Ludlow, a tech reporter. They cover Meta’s multibillion-dollar AMD AI infrastructure deal and its data-center scale. They discuss Warner Bros. Discovery takeover interest and Paramount’s raised bid. They also review Novo Nordisk’s planned list-price cuts and Home Depot’s recent sales beat.
