Jared Holtz
Healthcare equity strategist at Mizuho who analyzes pharmaceutical market dynamics and provided expertise on Novo Nordisk's oral GLP-1 (Wegovy) launch, pricing, and competitive landscape.
Best podcasts with Jared Holtz
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Jan 7, 2026 • 31min
Can a GLP-1 Pill Revive Novo Nordisk?
Alex Heath, a tech journalist and host of the ACCESS podcast, dives into CES trends with insights on NVIDIA's dominance in AI and robotics. Jared Holtz, a healthcare equity strategist at Mizuho, discusses Novo Nordisk's new oral GLP-1 pill, Wegovy, exploring its market potential and competitive landscape. They analyze pricing strategies, mixed efficacy data, and how this new form could revolutionize GLP-1 adoption by overcoming needle phobia. The conversation highlights the dynamic interplay between tech and healthcare innovation.
Sep 19, 2025 • 43min
SOTS 2nd Hour: Trump-Xi Latest, Apple iPhone Sales Go Live: Stock Impact, & Rockefeller's Ruchir Sharma 9/19/25
Jared Holtz, a healthcare sector strategist at Mizuho, dives into the latest vaccine guidance and its potential effects on pharma and biotech stocks. He discusses how underperforming sectors could rally with new guidelines in play. The podcast also covers a high-stakes call between President Trump and Xi Jinping, the impact of the iPhone 17 launch on Apple’s stock, and significant shifts in the market landscape. Listeners get a comprehensive look at current national and economic dynamics shaping the future.
