The so-called “cancer-industrial complex” generates billions of dollars for drug companies. But treatments often fail to extend patients’ lives. @RobertLangreth takes @davidgura inside the big business of cancer treatment on the Big Take podcast https://t.co/Lwt1aXgDv6 https://t.co/JLzF2wncog ...

The so-called “cancer-industrial complex” generates billions of dollars for drug companies. But treatments often fail to extend patients’ lives. @RobertLangreth takes @davidgura inside the big business of cancer treatment on the Big Take podcast https://t.co/Lwt1aXgDv6 https://t.co/JAxrY0eXP2 ...

Our next guest says potentially strong data could put pressure on Lily shares. For more, let's bring in Kessive Capital managing director Len Yaffy. Len, great to have you with us. Good to see you.>> Thank you so much. >> So, we're expecting a couple of readouts on Marit Amgen's drug. Len, so what what's the scenario here.The the data is good. And what do you characterize as good and what does that mean. I think the key with maritide and this is part two of a phase two study is what is the incidence if we l ...

Market Trends & Investment Strategies - Thanksgiving week market rallies are no longer guaranteed due to the rise of algorithmic trading [2][3][4] - The market is closely scrutinizing data points, research, and earnings, even during holiday weeks [4] - High-quality dividend stocks offer relative safety during volatile periods, with Enbridge, Pfizer, and Realty Income highlighted as examples yielding over 5% [26][28][30] - The speaker advocates for buying into weakness, citing Oddity Tech as a compelling value after a pullback [67] - Monitoring specific "tells" like Micron, SanDisk, and Bitcoin's overnight trading can help spot market bottoms [109][111][112] Company Performance & Outlook - Zoom is facing challenges from competitors like Microsoft Teams [5] - Retail sales are expected to be weak, potentially leading to Federal Reserve rate cuts [8][9] - Dell Technologies is expected to perform well due to its data center and enterprise business [14] - HP is considered vulnerable to commodity price fluctuations [15] - Oddity Tech's new skincare brand, Methodic, aims to address unmet needs in dermatology using AI and telehealth [60][61][62][63] Healthcare Industry Dynamics - AstraZeneca is investing $2 billion to expand its manufacturing footprint in Maryland, creating approximately 2600 jobs [27][76][78] - AstraZeneca's share price has increased by 15% over the past year, driven by strong oncology results [80] - AstraZeneca is focusing on developing treatments for difficult cancers, including triple-negative breast cancer [83][84] - AstraZeneca aims to reach $80 billion in revenue by 2030, with half coming from the United States [94]

The billionaire may have missed out on running DOGE, but thanks to his former pharma company’s banner year his fortune is up about 80%. https://t.co/cSYFr3YFQM (Photo: Alex Brandon via Associated Press) https://t.co/XzJ2uN4PFp ...

AstraZeneca is the latest major drugmaker to strike a deal with the Trump administration on lowering U.S. drug prices https://t.co/3H5nCVbMoC ...

Industry Personnel - Lilly is recruiting Peter Marks, former US vaccine chief, to spearhead research into potential new medicines for infectious diseases [1] Research & Development - The company is focusing on developing new medicines for infectious diseases [1]

Michelle Ross is the CIO of Stempoint Capital where she runs a biotech fund and she joins us once again now. It's good to see you. Very good to see you too.A reason to have a smile. Yeah. In in this space is what do you think of what Krinsky says.Is it meaningful. It's uh it's very unique set of circumstances that that have led us to this point. And I think what we saw even last week was pretty dynamic in the sense of how much some of these names traded up on the back of an announcement by the administratio ...

Regulatory Focus - FDA is cracking down on misleading drug company ads by sending thousands of warning letters and about 100 cease and desist letters [1][6] - FDA aims to close a regulation loophole from 1997 that allowed companies to put side effects on a website instead of in the ad, requiring more disclosures and potentially longer ads [4] - FDA enforcement of existing regulations had dwindled, with only one enforcement letter sent in 2023 and none the previous year, but recently 108 cease and desist letters and over 1,500 warning letters were sent [5][6] Industry Practices & Concerns - Pharmaceutical companies spend over 10 billion USD on ads in the United States, which can be 20-25% of a company's budget [7] - Doctors believe these ads distort the doctor-patient relationship by creating increased demand for medications, often expensive ones, regardless of clinical appropriateness [3] - The marketing often focuses on creating demand without informing people what the drug is used for, leading to patients asking their doctors for specific medications [8][13][14] - The increase in drug spend since 1997, 31% is attributed to pharmaceutical direct-to-consumer ads [11] - The US healthcare system is facing an overmedication crisis, contributing to a "pill-popping culture" [11][12][13] Potential Solutions & Perspectives - The administration suggests companies use the money spent on ads to lower drug prices for everyday Americans [7] - Some pharma CEOs have expressed privately that they would like to see these ads go away, feeling pressured to run them [17][18] - Addressing pharmaceutical ads is seen as a significant reform to address overmedication and high drug spending in the United States [12][13]

AstraZeneca CEO broke ranks with his pharmaceutical industry peers Tuesday, saying he was open to aligning drug prices globally https://t.co/eQHyxQ8wwF ...