Jennifer Bartashus
Senior analyst for retail staples and packaged food at Bloomberg Intelligence; guest discussing Tyson Foods, protein markets and cattle herd dynamics.
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Nov 10, 2025 • 20min
Metsera Tumbles After Novo Pulls Out of Bidding War With Pfizer
Sam Fazeli, Director of Research for Global Industries at Bloomberg Intelligence, discusses how MetSera ended its bidding war with Pfizer after regulatory concerns from the FTC. Mandeep Singh, a senior tech analyst, reveals TSMC's slow sales growth and how Nvidia is pushing for more chip supplies amid AI demand. Jennifer Bartashus, a retail staples analyst, covers Tyson Foods' struggles due to cattle shortages affecting beef prices and hints that turkey prices might rise this Thanksgiving due to avian flu.
