What is micro doing. >> So micro doing is taking a smaller amount of these weight loss drugs than what the FDA approved. So instead of taking let's say one milligram of one of these drugs, you're taking a tenth of a milligram.The people who do this say there are a couple of reasons why they do it. First of all, it tends to be less expensive. I mean, these drugs can run you four figures a month.Another reason is fewer side effects. um they say the nausea, the stomach upset, the headaches that some people exp ...

On Holdings - On Holdings reported a strong quarterly performance, with earnings per share (EPS) of 54 cents, significantly exceeding the expected 20 cents per share [2] - Revenue surged over 20% year-over-year, surpassing $990 million, driven by strong demand from the Asia-Pacific region where sales more than doubled [2][3] - Gross margins exceeded 65%, benefiting from efficiency gains and favorable currency movements [3] - For fiscal year 2025, On Holdings raised its guidance for net sales growth to at least 34% year-over-year, up from a previous estimate of 31% [4] - Apparel sales increased nearly 87%, indicating strong traction beyond footwear [4] - Analysts are optimistic, with most rating the stock as a buy, and the company plans to adopt a premium pricing strategy without discounts for the holiday season [5][6] Eli Lilly - Citi Group raised its price target for Eli Lilly to $1,500 from $1,250, indicating a potential 50% upside from current levels [8] - The optimism is driven by expectations of FDA approval for a new oral weight loss drug in 2026, which could provide an alternative for patients who prefer pills over injectables [8][9] - Eli Lilly's agreement with the US government to make its obesity and diabetes drugs available through Medicare and Medicaid is seen as a positive catalyst for prescription growth [10] IBM - IBM's shares increased as the company focuses on quantum computing, unveiling a new processor called Quantum Nighthawk [12][14] - The company aims to achieve full quantum computing capabilities by 2029, with the new processor expected to enhance power by over 20% [14] - IBM is collaborating with partners to develop a quantum advantage tracker, which will measure progress in the quantum computing race [14][15] - The stock has risen 5% this week, contributing to a strong performance for the Dow [15][16]

Tonight, President Trump announcing a deal with drug makers Eli Liy and Novo Nordisk aimed at lowering the cost of popular weight loss drugs Zepbound and WGOI. >> This is tremendous savings for >> and also making this announcement about the federal government's role in making those drugs more accessible for patients who meet certain medical criteria. >> Medicare and Medicaid will finally cover the cost of these weight loss drugs for millions of patients suffering from obesity.Later next year, the White Hous ...

Industry Overview - The consumer staples industry has faced significant challenges in the past year, particularly affecting food and beverage firms [1] - Investors are increasingly concerned about the impact of weight loss drugs on the industry [1] Analyst Background - Ian Bezek, a former hedge fund analyst, has extensive experience in Latin American markets and specializes in high-quality compounders and growth stocks [1]

NBC News confirming the White House is nearing a deal with drug manufacturers to lower those costs. Annne Thompson joins us now live in studio. And Ann, what are the details of this deal. >> Well, the details surround two drugs, Zepbound and Wakovi.And tonight, the NBC News confirms that the Trump administration is preparing to announce a deal to sell WGO and Zepbound for as little as $149 a month for the lowest doses. The announcement is expected as early as this week, according to two people familiar with ...

Core Viewpoint - Hershey's stock has experienced a significant decline, dropping from a high of $196 to around $169, with further declines following disappointing earnings reports and cautious management outlooks [2][4][10]. Financial Performance - Hershey reported net sales of $3.18 billion, a 6.5% year-over-year increase, surpassing Wall Street's expectation of $3.12 billion [7]. - Organic sales growth was 6.2%, primarily driven by price increases, exceeding the analyst expectation of 3.6% [8]. - Adjusted gross margin fell to 31.8%, down 85 basis points year-over-year, attributed to higher commodity and tariff costs [8][9]. - Earnings per share were $1.30, down 44% year-over-year but better than the anticipated $1.07 [9]. Management and Strategic Changes - A new CEO, Kirk Tanner, took over in mid-August, bringing experience from Wendy's and PepsiCo [5]. - Management raised the full-year earnings forecast slightly, increasing the low end by 9 cents, which was viewed as disappointing given the earnings beat [10][11]. - The management's cautious tone during the earnings call indicated challenges in the Halloween season and a slower-than-expected start [11][12]. Market Reaction and Analyst Sentiment - The stock has been volatile, with significant sell-offs following earnings reports, reflecting investor concerns about the company's future [14]. - Analysts have begun to upgrade the stock, citing reduced uncertainty and potential moderation in cocoa prices as 2026 approaches [16]. - Despite the current challenges, there is a belief that the stock may be close to a bottom, with potential for future growth under new leadership [19].

Stock Performance & Market Concerns - Hershey's stock plunged from a high of $196 to $169 within three weeks, causing concern for shareholders [1][2] - The stock tumbled from $175 to $171 yesterday, then further to $169 today, indicating a continued downward trend [2] - The packaged food industry is struggling due to the popularity of GOP D-1 weight loss drugs [3] - Sky-high cocoa prices have been a challenge, although they have improved over the last 10 months [4] Company Strategy & Leadership - Hershey hired Kirk Tanner as the new CEO in mid-August, previously from Wendy's and with three decades at PepsiCo [5] - Management cut their full-year earnings forecast due to tariffs and the cost of the hedging program for cocoa price volatility [6] - The stock initially spiked on the news of a complicated quarter and rumors of a takeover from Manderly, but then declined [6][7]

Starbucks - Starbucks reported a mixed earnings report, with shares down 2% in pre-market trading despite achieving its first same-store sales gain in nearly two years, up 1% globally, driven by new protein drinks and improved morning staffing [2][3] - U.S. sales remained flat, while international sales increased by 3%, reflecting a 2% increase in China [2] - Revenue reached $9.57 billion, surpassing expectations of $9.33 billion, but adjusted EPS fell short at 52 cents compared to the expected 55 cents [3] - The CEO described the results as a turning point in Starbucks' multi-year turnaround, but the lack of a full outlook raised concerns among investors, with guidance expected in January [3][4] Eli Lilly - Eli Lilly experienced strong performance driven by its weight loss and diabetes drugs, with adjusted EPS at $7.02, beating expectations of $6.02 [4] - Revenue was reported at $17.6 billion, exceeding the anticipated figure of over $16 billion, and the company raised its full-year guidance to between $63 billion and $63.5 billion, up from a previous forecast of $60 to $62 billion [5][6] - Mjaro revenue more than doubled to over $6.5 billion, while Zetbound revenue almost tripled to over $3.12 billion, indicating strong demand for GLP-1 drugs [5][6] - Eli Lilly is also developing a new weight loss pill, which could potentially be a game changer in the market [7] Estee Lauder - Estee Lauder reported a return to profitability, beating expectations on both revenue and adjusted EPS, with revenue at $3.4 billion and adjusted EPS at 32 cents [8][10] - The company reaffirmed its full-year sales outlook and emphasized that fiscal year 2026 will be pivotal for restoring growth and expanding margins after four years of compression [9][10] - Growth was driven by skincare, which increased by 3%, and fragrance, which saw a significant rise of 14%, while makeup and hair care experienced declines of 1% and 7%, respectively [10][11] - Estee Lauder regained market share in China and the broader Asia-Pacific region, indicating a recovery in those markets [11]

Core Viewpoint - Novo Nordisk is viewed as a speculative buy, with contrasting opinions from analysts regarding its future performance and stock potential [1][4]. Group 1: Analyst Ratings - Morgan Stanley has downgraded Novo Nordisk to underweight due to disappointing growth in key prescriptions in the U.S. [1] - HSBC Holdings has upgraded its rating to buy, citing the potential of the company's pipeline [1]. Group 2: Stock Performance - Novo Nordisk shares have experienced a nearly 50% decline, attributed to market disappointment over Wegovy's share loss in the weight loss market to Eli Lilly's Zepbound [1]. Group 3: Upcoming Events - The company is leading the race for FDA approval of an oral weight loss pill (oral Wegovy), with a decision expected this year [2]. - Novo Nordisk is conducting a phase 3 trial of its next-generation weight loss drug, CagriSema, against Eli Lilly's tirzepatide, with results expected by mid-January [2]. - Results from a phase 3 trial of semaglutide in Alzheimer's patients are anticipated in late 2025 or early 2026, aiming to slow cognitive decline [3]. Group 4: Investment Considerations - While there are no guarantees regarding the outcomes of these trials, the potential upside from the upcoming events should not be overlooked, especially if oral Wegovy receives FDA approval in 2025 [4].

Denmark's farmer giant Novon Nordisk has a problem. Copycats. About 1 million patients in the US are using cheaper versions of its blockbuster weight loss and diabetes drugs.And it's hurting Noville's bottom line. The company has lost about 2/3 of its value in the past year, wiping out hundreds of billions of dollars. It's now slashed its earnings outlook for the second time this year, sending shares plunging 23% in a day.Norville's imitation problem stems from a failure to meet the demand for its drugs whi ...