Create your account

Analyse episodes, create alerts, spot trends before they go mainstream

Already have an account? Sign in

Companies

Novo Nordisk

Mentioned in 71 analyzed podcast episodes across 10 shows

A Danish pharmaceutical company and global market leader in GLP-1 weight loss and diabetes drugs, primarily known for Ozempic and Wegovy. Novo Nordisk has faced significant stock declines and market challenges due to disappointing trial results, pricing pressure from competitors like Eli Lilly, legal battles with telehealth compounders, and subsequent announcements of major price cuts (up to 50%) starting 2027. The company also controls approximately 74% of global insulin supply and has been discussed across financial and healthcare podcasts regarding patent cliff exposure, reimbursement delays, and litigation over side effect warnings.

Episode Mentions

The Dr. Gabrielle Lyon Show

The Dr. Gabrielle Lyon Show · May 19, 2026

The Cancer Doctors Keep Missing in Young Adults - Dr. Michelle Pearlman

Manufacturer of GLP-1 medications including Ozempic, Wegovy, and Saxenda; discussed extensively regarding delivery systems and dosing

Colorectal cancer screening in young adults under 50GLP-1 medications (semaglutide, tirzepatide) mechanisms and clinical applicationsProton pump inhibitors (PPIs) and long-term bone health risks
View Analysis
Mind Pump: Raw Fitness Truth

Mind Pump: Raw Fitness Truth · May 16, 2026

2859: Take a Week Off and Gain 21% More Muscle — Here's the Science

Produces semaglutide (Ozempic/Wegovy), competing in the rapidly expanding GLP-1 pharmaceutical market

Deloading and periodization protocols for muscle hypertrophySupercompensation and recovery adaptation in strength trainingGLP-1 medication adoption rates and market projections
View Analysis
Rich Habits Podcast

Rich Habits Podcast · May 14, 2026

Q&A: $1.3M IRA, Aging Parents & SpaceX's IPO

Pharmaceutical company identified by AI-generated asset strategy for peptide market exposure

Emergency Fund Strategy and High-Yield Savings AccountsRoth IRA Conversions and Tax Bracket ManagementRequired Minimum Distributions (RMDs) and Retirement Planning
View Analysis
Pharma and BioTech Daily

Pharma and BioTech Daily · May 13, 2026

Pfizer's $85M Breast Cancer Deal & FDA Shakeup | Pharma and Biotech Daily

Divested Parkinson's Cell Therapy Project (STEM PD) to Cellular Intelligence for regenerative medicine focus

FDA Leadership Transition and Regulatory StrategyPrecision Oncology and Targeted Breast Cancer TherapiesBiosimilar Competition and Market Erosion
View Analysis
Rich Habits Podcast

Rich Habits Podcast · May 8, 2026

Anthropic & SpaceX Partnership, GameStop Buying eBay & Data Centers In Your House

Launching oral Ozempic pill available through Amazon Pharmacy for same-day delivery at $25-149/month

AI Infrastructure and GPU AllocationAnthropic and Claude ScalingSpaceX IPO Strategy and Valuation
View Analysis
The Ezra Klein Show

The Ezra Klein Show · May 8, 2026

GLP-1s and the ‘Wild West’ of Wellness

Manufacturer of semaglutide (Ozempic, Wegovy), the first major GLP-1 drug driving current adoption wave

GLP-1 receptor agonists (semaglutide, tirzepatide, retatrutide) mechanisms and efficacyWeight loss as appetite suppression vs. metabolism increaseCardiovascular and organ-protective benefits independent of weight loss
View Analysis
Pharma and BioTech Daily

Pharma and BioTech Daily · May 7, 2026

Bayer's $2.4B Perfuse Deal Shakes Up Eye Care | Pharma and Biotech Daily

Advancing GLP amylin combo Cagrosima and obesity treatment Wegovi with $355M quarterly revenues despite technical setbacks

Ophthalmology Portfolio ExpansionAI-Driven Drug Development CommercializationGLP-1 Agonist Obesity Treatment Competition
View Analysis
Wall Street Breakfast

Wall Street Breakfast · May 6, 2026

Soda & chips: McDonald's and AMD in focus

Oral Wegovy success expected to offset sales declines in other product categories

McDonald's beverage menu innovationCustomizable drinks market competitionAMD Q1 earnings and guidance
View Analysis
WSJ What’s News

WSJ What’s News · May 6, 2026

Samsung Hits $1 Trillion Milestone as AI Demand Soars

Weight-loss drug maker beat Q1 expectations with 30% sales surge, launching obesity pill with 2 million users despite Eli Lilly competition

AI Memory Chip DemandSemiconductor ValuationsU.S. Sanctions Enforcement
View Analysis
WSJ Minute Briefing

WSJ Minute Briefing · May 6, 2026

Samsung Joins The Trillion Dollar Club

Maker of Wegovy obesity drug reported 30% Q1 sales surge and launched obesity pill with 2M prescriptions

Samsung Market Capitalization MilestoneAI Chip Demand and Semiconductor IndustryObesity Drug Competition (GLP-1 Market)
View Analysis
Stock Movers

Stock Movers · May 6, 2026

Novo Nordisk's Pill, BMW's Struggle, Diageo Up

Obesity drug maker's WeGoV pill showing strong sales momentum, gaining market share against Eli Lilly with shares up 9%

Obesity Drug Market CompetitionGLP-1 Receptor Agonist Pills vs InjectablesMiddle East Conflict Economic Impact
View Analysis
Stock Movers

Stock Movers · May 6, 2026

Novo Nordisk's Pill, BMW's Struggle, Diageo Up

Weight loss pill achieved 2M+ US prescriptions in Q1, driving strong sales and stock gains despite Eli Lilly competition

Obesity Pill Market CompetitionWeight Loss Drug Industry ImpactPharmaceutical Supply Chain Constraints
View Analysis
On The Pen GLP-1 News

On The Pen GLP-1 News · May 5, 2026

He Took Retatrutide 40mg and Proved a Point

Earnings call scheduled; competitor in GLP-1 market with Wegovy/Ozempic; referenced as market comparison point

Gray market GLP-1 access and safety risksRetatrutide dosing errors and adverse eventsFoundae (orfoglutide) liver safety signals
View Analysis
ZOE Science & Nutrition

ZOE Science & Nutrition · Apr 30, 2026

Should you take Ozempic? The 5 things you need to know before starting GLP-1 drugs | Dr Ania Jastreboff

Manufacturer of Ozempic (semaglutide) and Saxenda, key GLP-1 drugs discussed throughout episode

GLP-1 Receptor Agonists Mechanism of ActionMulti-Receptor Drug Development (GLP-1, GIP, Glucagon, Amylin)Body Fat Set Point and Appetite Regulation
View Analysis
Skin Anarchy

Skin Anarchy · Apr 28, 2026

What “Efficacy” Actually Means in Skincare with Jack Jia of Musely

Manufacturer of Ozempic, discussed as example of accidental wellness crossover and suboptimal business model for non-life-threatening conditions

FDA cosmetics vs. drug classification and regulatory barriers to efficacy claimsTretinoin efficacy and bioavailability compared to non-prescription retinol productsPrescription compounding pharmacy technology and supply chain optimization
View Analysis
CNBC's "Fast Money"

CNBC's "Fast Money" · Apr 24, 2026

Intel Posts Best Day Since 1987 and Counting Down to Big Tech Results 4/24/26

Benefiting from Lilly's softer demand; valuation gap vs Lilly narrowing; 12x vs 26x multiples

Semiconductor Supply Chain and CPU DemandAI Infrastructure Investment and CapEx CyclesFed Leadership Confirmation and Monetary Policy
View Analysis
Pharma and BioTech Daily

Pharma and BioTech Daily · Apr 24, 2026

Regeneron Gene Therapy Approved by FDA: A Game-Changer! | Pharma and Biotech Daily

Announced positive clinical trial results for oral semiglutide extending beyond obesity to adolescent type 2 diabetes treatment

Gene Therapy Regulation and FDA Approval PathwaysHearing Loss Treatment InnovationGLP-1 Receptor Agonists for Type 2 Diabetes
View Analysis
Pharma and BioTech Daily

Pharma and BioTech Daily · Apr 23, 2026

Amneal's $1.1B Biosimilars Move & Merck's HIV Pill | Pharma and Biotech Daily

Competing with Eli Lilly for dominance in oral GLP-1 weight loss drug market

Biosimilars Market ExpansionAI Integration in Drug DiscoveryCAR-T Therapies for Autoimmune Diseases
View Analysis
How I Invest with David Weisburd

How I Invest with David Weisburd · Apr 22, 2026

E353: Why Biotech Is Struggling in Today’s Market (and the Future of Healthcare)

Competitor to Lilly in GLP-1 space; losing market share and facing low earnings multiples due to weak pipeline behind GLP-1.

Biotech Drug Development EconomicsInflation Reduction Act Impact on Pharma PricingChina's Dominance in Drug Discovery
View Analysis
WSJ What’s News

WSJ What’s News · Apr 22, 2026

Can a Chatbot Be Charged With Murder?

Wegovy weight loss drug now available through Amazon's new pharmaceutical delivery program

AI Criminal LiabilityChatGPT Mass Shooting InvestigationRetail Investor Behavior
View Analysis
The AI Podcast

The AI Podcast · Apr 21, 2026

New Apple CEO, OpenAI's New Image Model, Vercel AI Hack

Signed major enterprise partnership with OpenAI for AI deployment across drug discovery, clinical trials, manufacturing, and supply chain

Apple CEO Transition and Hardware-First AI StrategyOpenAI Image 2.0 Model and Multilingual Text RenderingVercel Security Breach and AI Tool Supply Chain Vulnerabilities
View Analysis
Claude AI

Claude AI · Apr 21, 2026

New Apple CEO, OpenAI's New Image Model, Vercel AI Hack

Signed major partnership with OpenAI for AI deployment across drug discovery, clinical trials, manufacturing, and supply chain by end of 2026

Apple CEO Transition and Hardware-First AI StrategyOpenAI Image 2.0 Model Capabilities and Multilingual Text RenderingVercel Security Breach and AI Tool Supply Chain Vulnerabilities
View Analysis
Anthropic

Anthropic · Apr 21, 2026

New Apple CEO, OpenAI's New Image Model, Vercel AI Hack

Signed major partnership with OpenAI to deploy AI across drug discovery, clinical trials, manufacturing, and supply chain with full deployment by end of 2026

AI Supply Chain Security and Third-Party RiskData Privacy Regulation and FTC EnforcementAI-Driven Workforce Reduction and Job Displacement
View Analysis
AI Breakdown

AI Breakdown · Apr 21, 2026

New Apple CEO, OpenAI's New Image Model, Vercel AI Hack

Signed major partnership with OpenAI for AI deployment across drug discovery, clinical trials, manufacturing, and supply chain by end of 2026

Apple CEO Transition and Hardware-First AI StrategyOpenAI Image 2.0 Model and Text Rendering CapabilitiesVercel Security Breach and AI Tool Supply Chain Risk
View Analysis
The Dr. Gabrielle Lyon Show

The Dr. Gabrielle Lyon Show · Apr 21, 2026

GLP-1 Side Effects, Risks, And Who Should Actually Be Using It | Dr. Christle Guevarra

Manufacturer of semaglutide (Ozempic) and tirzepatide (Mounjaro/Zepbound), primary GLP-1 medications discussed

GLP-1 medications (semaglutide, tirzepatide, retatrutide) for weight loss and diabetesMuscle preservation and body recomposition during weight lossResistance training protocols for GLP-1 patients
View Analysis
CNBC's "Fast Money"

CNBC's "Fast Money" · Apr 14, 2026

Big Tech Bounce… And An Economic Warning From JPMorgan CEO Jamie Dimon 4/14/26

Partnering with OpenAI on AI for drug discovery; stock down 23% year-to-date despite partnership

Semiconductor Supply Chain and Custom AI ChipsAI Disruption of Legacy Software Business ModelsToken Consumption Economics in Enterprise Software
View Analysis
Armstrong & Getty On Demand

Armstrong & Getty On Demand · Apr 2, 2026

Oh My God I Hate The Left

Manufacturer of Wegovy pill, competitor to Mounjaro with more restrictive dosing requirements

GLP-1 Weight Loss Drugs (FDA Approval, Mounjaro, Ozempic, Wegovy)Parental Rights in Medical SettingsFourth Amendment and Medical Privacy
View Analysis
PBS News Hour - Full Show

PBS News Hour - Full Show · Apr 1, 2026

April 1, 2026 - PBS News Hour full episode

Competitor in weight loss pharmaceutical market with Uygovy pill, which Foundayo follows as second daily oral medication

Iran-U.S. Military Conflict and Ceasefire NegotiationsBirthright Citizenship Constitutional ChallengeStrait of Hormuz Geopolitical Control and Energy Security
View Analysis
Mad Money w/ Jim Cramer

Mad Money w/ Jim Cramer · Apr 1, 2026

Mad Money w/ Jim Cramer 4/1/26

Competitor in GLP-1 weight loss pill market with slightly better efficacy but inferior convenience compared to Lilly's Foundail

AI Data Center Infrastructure InvestmentAI Displacement Risk in Enterprise SoftwareMemory and Storage Semiconductor Supply Constraints
View Analysis
CNBC's "Fast Money"

CNBC's "Fast Money" · Apr 1, 2026

Markets Rally Ahead of Trump’s Iran Address… And Fading The Bounce 4/1/26

Oral Wegovy pill shows 17% weight loss efficacy, launched earlier in 2026, competing with Eli Lilly's Fondayo in GLP-1 market

Iran War Impact on Markets and Oil PricesMarket Rally Sustainability and Fading the BounceHousing Market Deterioration and Mortgage Rate Impact
View Analysis
TBPN

TBPN · Mar 28, 2026

Novartis Buys Excellergy for $2B, Anthropic Vs. Pentagon, The Mansion Section | Diet TBPN

Pharmaceutical company using AI agents to shorten clinical trials

Biotech acquisitionsAI in pharmaceutical developmentFDA regulatory compliance
View Analysis
TBPN

TBPN · Mar 19, 2026

FULL INTERVIEW: Mark Cuban on Robots, AI, Self-Driving, and Advice to Students

Mentioned alongside Eli Lilly for smart direct-to-patient GLP-1 strategies

AI agents for business automationHumanoid robotics vs purpose-built robotsSelf-driving car safety concerns
View Analysis
NPR News Now

NPR News Now · Mar 5, 2026

NPR News: 03-05-2026 5PM EST

GLP-1 drug Ozempic discussed in study showing reduced addiction risk in diabetes patients

Cabinet Shakeup and Homeland Security LeadershipImmigration Enforcement PolicyU.S.-Iran Military Conflict
View Analysis
Danny Jones Podcast

Danny Jones Podcast · Feb 27, 2026

#374 - Ex-Pharma Insider Exposes the $368 Billion Health Insurance Scam | Brigham Buhler

GLP-1 manufacturer sued compounding pharmacies; lobbies FDA against peptide accessibility

Pharmacy Benefit Manager (PBM) Rebate Schemes and Price ManipulationInsurance Company Conflicts of Interest and Vertical IntegrationFDA Regulatory Capture and Revolving Door with Pharma
View Analysis
Marketplace All-in-One

Marketplace All-in-One · Feb 26, 2026

What it costs to become an Olympian or Paralympian

Danish pharmaceutical company cutting Ozempic and Wegovy prices by up to 50% amid FDA regulatory pressure on compounders

GLP-1 Drug Compounding and RegulationFDA Enforcement Tools and CompliancePharmaceutical Price Negotiation
View Analysis
Marketplace Morning Report

Marketplace Morning Report · Feb 26, 2026

What it costs to become an Olympian or Paralympian

Danish pharma company cutting Ozempic and Wegovy prices by up to 50% after Trump administration pricing deals; stock down 40%

GLP-1 Drug Compounding and Regulatory EnforcementPharmaceutical Price Negotiation and Government DealsFDA Compliance Tools and Border Import Controls
View Analysis
CNBC's "Fast Money"

CNBC's "Fast Money" · Feb 24, 2026

Growing AI Warnings… And Opportunities in Private Credit & Real Estate 2/24/26

Cutting Ozempic and Wegovia prices by 50% starting next year; stock down 3% on announcement

AI Bubble Risk and Valuation ConcernsPrivate Credit Market Stress and Blue Owl Liquidity CrisisNVIDIA Earnings Catalyst and GPU Demand Sustainability
View Analysis
NPR News Now

NPR News Now · Feb 24, 2026

NPR News: 02-24-2026 6PM EST

Announced price cuts for Ozempic and Wegovy starting 2027, reducing list prices to $675/month following disappointing trial results

State of the Union Address 2026Cost of Living CrisisTariff Policy and Agricultural Impact
View Analysis
Morning Wire

Morning Wire · Feb 24, 2026

Evening Wire: Cartel Pressure Continues & Mamdani’s Shovel Struggles | 2.24.26

Announced plans to cut GLP-1 drug prices by up to 50% starting 2027 amid market competition

Drug Cartel Enforcement and US-Mexico Border SecurityMurder Trial and Fentanyl Poisoning CaseGLP-1 Pharmaceutical Pricing and Market Competition
View Analysis
Motley Fool Money

Motley Fool Money · Feb 24, 2026

Party Like it’s 2027

Pharmaceutical company in litigation with Hims & Hers over GLP-1 drug distribution and marketing

Small Business Lending and SBA Loan OriginationFintech Platform Ecosystems and Horizontal ExpansionDirect-to-Consumer Telehealth Business Models
View Analysis
Morning Brew Daily

Morning Brew Daily · Feb 24, 2026

Fictional Story Tanks Stock Market & The iPod Making a Comeback?

Danish pharma company making Ozempic; stock plunged 14% after experimental obesity drug failed to match Eli Lilly's results in trials

AI Economic Disruption ScenariosStock Market Volatility and SpeculationAI Safety and Military Applications
View Analysis
CNBC's "Fast Money"

CNBC's "Fast Money" · Feb 23, 2026

Tariffs, Banks & Private Credit Jitters… And Crypto Below $65K 2/23/26

Weight loss drug competitor down 16% on disappointing Cagrasema trial results, trading at five-year lows with zero value assigned to core business

Tariff Policy and Trade UncertaintyAI Disruption in Software IndustryPrivate Credit Market Stress
View Analysis
Dr. Bob Martin Show

Dr. Bob Martin Show · Feb 23, 2026

Recharge Your Body Battery: Small Choices, Big Shifts in Everyday Health

Mentioned as competitor in trillion-dollar weight loss drug market alongside Pfizer, Viking Therapeutics, and others

Weight Loss Pharmaceuticals and Metabolic HealthAutism Spectrum Disorder Diagnosis and Gender BiasCardiovascular Disease Prevention and Heart Health
View Analysis
Morning Brew Daily

Morning Brew Daily · Feb 20, 2026

Tariffs Ineffective Against US Trade Deficit? & Family Feud Over Reese’s Recipe

Danish pharmaceutical company; U.S. imports of Wegovy contributed to unchanged trade deficit despite tariffs

U.S. Trade Deficit and Tariff PolicySupply Chain Rerouting and GeopoliticsTariff Impact on Small and Midsize Businesses
View Analysis
My First Million

My First Million · Feb 16, 2026

Asking Scott Galloway 10 Questions We’re Not Allowed To Ask (unfiltered)

GLP-1 drug manufacturer; Galloway proposed government RFP for billion doses to distribute free to rural households

Generational Wealth Inequality and Policy ReformGLP-1 Drugs as Healthcare and Economic SolutionEconomic Security Calculation and Financial Independence
View Analysis
Today, Explained

Today, Explained · Feb 13, 2026

Skinny and sad on GLP-1s

Manufacturer of brand-name GLP-1 drugs (Ozempic, Wegovy); took legal action against telehealth companies offering compounded versions

GLP-1 Drug Compounding and Legal RegulationTelehealth Distribution of Weight Loss MedicationsFDA Enforcement Against Illegal Drug Copycat Marketing
View Analysis
CNBC's "Fast Money"

CNBC's "Fast Money" · Feb 6, 2026

Mini Correction or Fundamental Rethinking?… And Bitcoin Bounces Back After Plunge 2/6/26

GLP-1 manufacturer with less than 20% patent cliff exposure; stock up after FDA action against compounded competitors.

AI CapEx Spending SustainabilitySoftware Stock Valuation and Disruption RiskMarket Rotation: Growth to Value/Cyclicals
View Analysis
TBPN

TBPN · Feb 6, 2026

Chip Bottleneck vs. Energy Bottleneck, Amazon’s $200B Capex, Big Tech Earnings | Doug O'Laughlin, Max Levchin, TJ Parker, Arsalan Tavakoli

Launched Wegovy pill and criticized Hims for illegal drug compounding

AI Agent DeploymentSemiconductor Supply Chain BottlenecksHyperscaler Capital Expenditure
View Analysis
Prof G Markets

Prof G Markets · Feb 5, 2026

Google Doubles Down on Spending as AI Fear Returns

GLP-1 competitor facing market share erosion (30-40% of injectable market); oral therapy at $150/month vs prior $300-500; stock down 18% post-earnings

Google Q4 Earnings and Capex StrategyAI Infrastructure Investment CycleSoftware Sector AI Disruption
View Analysis
Mad Money w/ Jim Cramer

Mad Money w/ Jim Cramer · Feb 5, 2026

Mad Money w/ Jim Cramer 2/4/26

GLP-1 market leader with Ozempic/Wegovy facing pricing pressure; CEO discussed pill launch advantages and high-dose semaglutide strategy

GLP-1 Drug Competition and Pricing StrategyEnterprise Software Industry Disruption by AIMarket Rotation from Growth to Value Stocks
View Analysis