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

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

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.

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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Dollar Shave Club's Dubin, Mourad on New Grooming Line (Audio)

Dollar Shave Club's Dubin, Mourad on New Grooming Line (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Michael Dubin, CEO and Co-Founder of Dollar Shave Club, and Fadi Mourad, Chief Product Innovation Officer, on disrupting the razor industry with their straight-to-consumer delivery business, and the company's new personal grooming products.See omnystudio.com/listener for privacy information.

11 Maj 201611min

Bloomberg's Wilson on Winners, Losers, Stock of the Day (Audio)

Bloomberg's Wilson on Winners, Losers, Stock of the Day (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. Guest: Bloomberg stocks editor David Wilson on today's market winners, losers, and Stock of the Day: Fogo de Chao (FOGO).See omnystudio.com/listener for privacy information.

11 Maj 201612min

Cory Booker on 'Cutting Thru Red Tape' on Tunnel Project(Audio)

Cory Booker on 'Cutting Thru Red Tape' on Tunnel Project(Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Senator Cory Booker to discuss the status of the Gateway Rail Tunnel project: his views on the project, potential funding from the government, and cutting through the red tape.See omnystudio.com/listener for privacy information.

11 Maj 20168min

Bloomberg's Colitt on Impeachment of Brazil's Rousseff(Audio)

Bloomberg's Colitt on Impeachment of Brazil's Rousseff(Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Raymond Colitt, Bloomberg Bureau Chief in Brasilia, on Brazil's looming impeachment of President Dilma Rousseff.See omnystudio.com/listener for privacy information.

11 Maj 20165min

Bloomberg's Cirilli on Trump and the GOP Establishment (Audio)

Bloomberg's Cirilli on Trump and the GOP Establishment (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010Guest:\u0010Kevin Cirilli, Bloomberg Politics reporter, on the latest news surrounding Trump and his need to embrace the GOP establishment.See omnystudio.com/listener for privacy information.

11 Maj 20165min

Diane Swonk Sees U.S. Election Driving Bond Prices Lower(Audio)

Diane Swonk Sees U.S. Election Driving Bond Prices Lower(Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Diane Swonk, Founder of Diane Swonk Economics, on the latest economic data, bond prices, and what she forecasts for the next rate hike.See omnystudio.com/listener for privacy information.

11 Maj 201619min

Bloomberg's Wilson on Winners, Losers, Stock of the Day (Audio)

Bloomberg's Wilson on Winners, Losers, Stock of the Day (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. Guest: Bloomberg stocks editor David Wilson on today's market winners, losers, and Stock of the Day: PRA Group (PRAA).See omnystudio.com/listener for privacy information.

10 Maj 201612min

Miller Tabak's Maley: Fed Continues To Bail Out Congress(Audio)

Miller Tabak's Maley: Fed Continues To Bail Out Congress(Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Matt Maley, Equity Strategist at Miller Tabak, with a macro look at the equity markets and monetary policy. Broadcasting live from the Boston Convention and Exhibition Center.See omnystudio.com/listener for privacy information.

10 Maj 201611min

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