Novo Undercuts Lilly’s Obesity Drug Price for Cash-Pay in US

Novo Undercuts Lilly’s Obesity Drug Price for Cash-Pay in US

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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

- Michael Shah, Bloomberg Intelligence Senior Pharma-Biotech Analyst, discusses Novo Nordisk undercutting Eli Lilly & Co. on obesity drugs for cash-pay patients, with introductory doses of Wegovy and Ozempic available for $199 a month. After the first two months, Novo will offer the drugs for $349 a month, 30% less than the current self-pay price, matching Lilly’s price for a low dose of Zepbound.

-- Liana Baker, Bloomberg News Managing Editor for Deals, discusses Clayton Dubilier & Rice agreeing to buy Sealed Air Corp. in a deal valuing the packaging company that invented Bubble Wrap at $6.2 billion. The private equity firm will pay $42.15 a share for Charlotte, North Carolina-based Sealed Air, according to a statement Monday. That’s slightly below Friday’s closing price of $43.28 a share, after reports that CD&R was weighing a takeover.

-Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses why Ralph Lauren, Gap, Macy's and Dillard's are set to post stronger full-price sales in 2026 as fresh styles, collaborations and limited editions gain traction on social media, while new store openings can lift Aritzia, Burlington and Urban Outfitters. According to Bloomberg Intelligence: Tariff pressures should ease by 2H26, with selective price hikes and other measures poised to boost margins across most retailers.

-Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst discusses his outlook for U.S restaurant sales in the fourth quarter. According to Bloomberg Intelligence: US restaurant same-store sales rose 0.7% in October, but could drop in November due to the government shutdown and a tough comparison. Time is running out on casual dining's edge over quick service as it faces steep base effects this month and in 2026. Quick-service chains like McDonald's and Domino's should outperform on easier comparisons, value and a bigger benefit from tax reform.

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Bermuda Premier Dunkley: 'We Won't Let You Hide Things' (Audio)

Bermuda Premier Dunkley: 'We Won't Let You Hide Things' (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: The Honorable Michael Dunkley, Premier of Bermuda, on the local economy, business and tourism in Bermuda. He also weighs in on the Panama Papers, and how Bermuda has always enforced compliant and transparent business practices. Broadcasting live from Elbow Beach Bermuda.See omnystudio.com/listener for privacy information.

13 Maj 201611min

Saut Discusses Exercising Patience in Investing (Audio)

Saut Discusses Exercising Patience in Investing (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Jeffrey D Saut Mng Dir/Chief Investment Strategist Raymond James & Assoc Inc Jeffrey Saut, Chief Investment Strategist at Raymond James, on the US stock market and earnings.See omnystudio.com/listener for privacy information.

12 Maj 201611min

Novak on Culture of Recognition (Audio)

Novak on Culture of Recognition (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: David C Novak Chairman Yum Brands Inc David Novak, Former CEO of YUM! Brands, on his new role as founder of OGO (O Great One!), a brand dedicated to helping people through the power of recognition, and his new book.See omnystudio.com/listener for privacy information.

12 Maj 201611min

Teucrium's Gilbertie Sees Continued Strength in Corn (Audio)

Teucrium's Gilbertie Sees Continued Strength in Corn (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Sal Gilbertie, President and Founder of Teucrium Trading LLC—which trades corn, wheat, soybeans, sugar – on the jump in soybeans and corn prices, and an update on other agricultural commodities.See omnystudio.com/listener for privacy information.

12 Maj 201611min

GlobalReach's Mulhall on BOE, Sees Further GPB Strength (Audio)

GlobalReach's Mulhall on BOE, Sees Further GPB Strength (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Ciaran Mulhall, Chief Investment Officer at Dublin-based GlobalReach Securities Ltd., on the Bank of England’s rate decision and Brexit.See omnystudio.com/listener for privacy information.

12 Maj 20168min

Desh Deshpande: Boston is Blessed With Problem Solvers (Audio)

Desh Deshpande: Boston is Blessed With Problem Solvers (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010Guest:\u0010Desh Deshpande, President and Chairman of the Sparta Group LLC and a trustee at the Despande Foundation, on the Boston tech scene and current projects in development.See omnystudio.com/listener for privacy information.

11 Maj 20166min

SRG's Flickinger Says Legal Strategy Erred on ODP-SPLS (Audio)

SRG's Flickinger Says Legal Strategy Erred on ODP-SPLS (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Burt Flickinger, Managing Director, Strategic Resource Group, on Macy's earnings, and the failed Office Depot- Staples merger.See omnystudio.com/listener for privacy information.

11 Maj 20168min

FBB's Bailey Likes Consumer Staples, Looking at Tobacco (Audio)

FBB's Bailey Likes Consumer Staples, Looking at Tobacco (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Mike Bailey, Director of Research at FBB Capital Partners, on earnings, what’s driving the markets, and the latest in the Google/Oracle case.See omnystudio.com/listener for privacy information.

11 Maj 201611min

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