Bloomberg Intelligence

Eli Lilly, Morphic Deal, Delta Earnings

Jul 12, 2024

Sam Fazeli discusses Eli Lilly acquiring Morphic for $3.2 billion. Mandeep Singh talks about Microsoft and Apple stepping back from OpenAI roles. George Ferguson covers Delta Airlines earnings. Tim Craighead highlights 10 companies to watch in 3Q. Martin Tengler explores the importance of hydrogen in a green future.

36:24

Creator website

Episode guests

George Ferguson

Mandeep Singh

Sam Fazeli

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Episode notes

Podcast summary created with Snipd AI

Quick takeaways

Strategic acquisition by Eli Lilly targets expanding immunology franchise for unmet medical needs.

Collaboration with partners like Lenovo Pro aids small businesses with tech support and expertise.

Delta Airlines faces challenges filling economy seats amidst corporate travel growth, reflecting tough market outlook.

Deep dives

Trading Support at Schwab Enhanced by Ameritrade Partnership

Schwab now benefits from specialized support by Ameritrade, offering access to the trade desk for professional answers and live help 24/7 by phone, chat, and in-platform, emphasizing the commitment to assist traders brilliantly.

Intro

2min

Eli Lilly's Acquisition Strategy and Industry Innovations

9min

Analysis of Drug Pricing and Market Dynamics

4min

Microsoft and Apple Step Back from OpenAI Board Roles

10min

Analysis of Airline Industry Post-Pandemic and Teaser for Deep Dive into Hydrogen

3min

Companies and Events to Watch in the Third Quarter of 2024

10min

Leading Countries in the Green Hydrogen Movement

3min

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

On this week’s podcast: Sam Fazeli, Bloomberg Intelligence Director of Research for Global Industries and Senior Pharmaceuticals, discusses Eli Lilly agreeing to buy U.S. gut-drug maker ‘Morphic’ for about $3.2 billion. Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, talks about Microsoft and Apple dropping plans to take board roles at OpenAI. George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, and Airlines Analyst, discusses Delta Airlines earnings. Tim Craighead, Bloomberg Intelligence Global Chief Content Officer, talks about research on 10 companies to watch for in 3Q. Martin Tengler, Bloomberg BNEF Head of Hydrogen Research, discusses hydrogen, and why it’s important as we move towards a green future.

The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 121 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps. Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.

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Bloomberg Intelligence

Eli Lilly, Morphic Deal, Delta Earnings

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

Deep dives

Trading Support at Schwab Enhanced by Ameritrade Partnership

Importance of Seeking Partners with Complementary Skills in Business

Eli Lilly's Acquisition of Morphic to Strengthen Immunology Franchise

Pharmaceutical Companies' Strategic Approach in M&A Deals

Delta Airlines Earnings Report Indicates Challenges in Filling Flights

Remember Everything You Learn from Podcasts