Jim, thank you for joining me. Uh, you take a look at the results that you delivered this morning. You boosted your adjusted profit and revenue uh, outlook for 2026.Your shares hitting a record high this morning as well. Talk us through the main growth drivers that you see when you take a look over the course of this year. >> Yeah.Uh, first Katie, thanks for having us on this morning. Um, you know, in terms of the growth drivers, um, we really think there's two or three major things going on. one um unfortu ...

Before blood-based biomarkers um came to fruition with respect to Alzheimer's, the really the gold standard were cognitive tests that physicians perform and then they would move that patient directly into imaging, whether that's a PET CT image or an MRI image. And today what we're seeing is there's there's bloodbased biomarkers for amaloid plaque for what we call these tow bundles. And you're actually going to detect Alzheimer's at a much earlier stage than what you would see in imaging.And some of the new ...

For more on the moves, Missouo healthcare strategist Jared Holes joins us here on set. Jared, great to have you with us. It felt like the bar was sort of low when it comes to Novo and the Alzheimer's data and yet the stock is moving this much lower.I mean, what what do you need to see at this point. What do I mean, is it a value trap here. I >> think you just need to see some resurrection of of its obesity drug in terms of revenue, right.Like it's hard to believe we're at four to five year lows with in the ...

Welcome to the sardine challenge. So, the only thing on the menu for the next 3 days is sardines. I challenge you to try and eat three of those cans in a day because that's a hell of a tool to help you get into a ketogenic state. And when you're in a ketogenic state, it helps burn fat.Muscle mass gets higher preserved. I've seen patients that have reversed their gray hair and that brain performance, concentration, and energy. All of those things improve.Sorry, the sardine juice has gone on my iPad. >> Good ...

Clinical Trial & Drug Performance - Novo's Alzheimer's drug trial (using weight loss drug MGovi) failed to meet its primary goal, showing no statistically significant slowing of Alzheimer's progression [1][2][3] - The trial results suggest that GLP-1s, while a new mechanism, may require combination with other drugs to be effective in treating Alzheimer's [8] - Biogen and Lily are considered the main players in the Alzheimer's space, with many other companies in earlier phases of development [8][9] Competitive Landscape & Market Share - Lily is perceived as consistently delivering best-in-class GLP-1 growth in obesity and diabetes, with a next product in orphagon [4] - Lily's Mjaro and Zetbound are growing significantly, taking market share from Novo [6] - Lily's market share has increased from 50% to approximately 75%, while Novo's has decreased to around 25% [11] Financial Analysis & Future Outlook - Analyst has a street-high target of $1500 for Lily, driven by the company's core business in the US [5] - Lily is expected to benefit significantly from locking in Medicare and Medicaid payer segments in the next 2-3 years, offsetting lower prices with higher volumes [10] - The Total Addressable Market (TAM) for obesity and diabetes drugs is expected to grow dramatically with expanded access to Medicare and Medicaid [12][14] - Analyst suggests that Lily is a better investment than Novo due to its pipeline, growth in the US and internationally, and overall investment in the space [13]

Welcome to the sardine challenge. So, the only thing on the menu for the next 3 days is sardines. I challenge you to try and eat three of those cans in a day because that's a hell of a tool to [music] help you get into a ketogenic state. And when you're in a ketogenic state, it helps burn fat, muscle mass [music] gets higher, preserved. I've seen patients that have reversed their gray hair and that brain performance, concentration, and energy. All of those things improve. And so, I'm going to teach you how ...

Medical Diagnosis Advancement - Previously, detecting amyloid in the brain required an autopsy [1] - Now, a simple blood test (vein or finger prick) can detect amyloid and tau [1] - The lab can detect hundreds of brain proteins from the blood sample [1]

So the best way to summarize to prevent getting Alzheimer's if you can quote prevent it would be to do what >> the thing that I advocate for is to get educated and get informed. There are so many free resources out there. We did a a randomized controlled NIH funded trial through the comfort of your own cell phone can do a risk assessment can do a cognitive test and then the software can tell the person what to do to reduce their risk.Sleep is critical. Um, you know, you can exercise all you want, but if you ...

"I think it was super important to rectify the narrative around Alzheimer's which didn't have women in the narrative."Maria Shriver, founder of The Women's Alzheimer's Movement, spoke about why she's advocating for women's brain research. #ForbesOver50https://t.co/utEODMUAoB https://t.co/USkTFwS1Gr ...

Women's Health Advocacy - The Women's Alzheimer's Movement advocates for research on women's brain health [1] - Maria Shriver, founder of The Women's Alzheimer's Movement, is actively using her voice to promote this cause [1] Media Mention - Forbes Women Editor interviewed Maria Shriver [1]