What Novo Nordisk's GLP-1 Price Cut Means for the Obesity Drug Market
Nebula – Indie Streaming [Unofficial]
February 24, 2026
Episode 130: Today, Ann digs into the Novo Nordisk vs Eli Lilly vs Pfizer news roundabout: with Novo’s share price dropping, now too are the list price of its popular obesity drugs - does that leave the entire sector vulnerable to… loss? Then we look at earnings from Constellation Energy, the largest operator of nuclear power plants in the U.S. - regulatory scrutiny builds as the sector grows in the AI age and residential customers see higher bills. Finally, we shine a light on Henry Schein and Factset and hit Parmount’s new salvo in the battle for Warner Brothers.
Discussion in the ATmosphere