Squawk on the Street

SOTS 2nd Hour: Tale of 2 Healthcare Stocks (UNH, LLY), CSX & Charles Schwab CEOs, Plus: Sen. Elizabeth Warren Talks Tariffs 04/17/25

Apr 17, 2025
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INSIGHT

UnitedHealth's Rising Medical Costs Insight

  • UnitedHealth's earnings miss was due to higher medical costs driven by increased care utilization.
  • Early recognition of trends helps them set better rates for the future, indicating industry-wide impacts.
INSIGHT

Eli Lilly's Breakthrough Obesity Pill

  • Eli Lilly's obesity pill showed 8% body weight loss, comparable to existing treatments but as a daily pill with better tolerability.
  • This represents the first small molecule GLP-1 for obesity, easing manufacturing and global scalability.
INSIGHT

Senator Warren Defends Fed Independence

  • Senator Warren warns firing Fed Chair Powell would devastate market stability and economic independence.
  • Independent financial regulation is vital to prevent political interference and preserve economic strength.
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