Sam Fazeli

Sam Fazeli, a pharmaceutical industry expert at Bloomberg Intelligence, discusses Eli Lilly's groundbreaking weight-loss pill, revealing that participants lost an impressive 9.6% of their body weight in trials. Meanwhile, Patricio Alvarez, specializing in Power & Gas Utilities, highlights the regulatory challenges Orsted faces after a construction halt on its offshore wind farm. The conversation also touches on AT&T's $23 billion acquisition of spectrum licenses from EchoStar, exploring its implications for the telecom industry and competition.

Mary Ross Gilbert, a senior equity analyst at Bloomberg Intelligence, discusses how Gen Z and millennials are likely to cut holiday spending amidst strong apparel demand. Sam Fazeli breaks down the Pfizer-Metsera bidding war and Pfizer's strategic moves in the obesity drug market. Matthew Palazzola reflects on Warren Buffett's announcement regarding Berkshire Hathaway's future and succession plans. Emily Mason uncovers Circle's challenges and opportunities in the stablecoin market, while Justin Teresi explains the implications of the Visa-Mastercard litigation settlement for merchants and consumers.

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.

Herman Chan, a senior analyst for U.S. regional banks, dives into Huntington Bancshares' $7.4 billion acquisition of Cadence, highlighting its strategic expansion in Texas. Sam Fazeli, director of research for global industries, discusses Novartis' $12 billion purchase of Avidity Biosciences and its post-patent strategy. Lastly, Matthew Palazola, a senior analyst in P&C insurance, analyzes Hurricane Melissa's threat to the Caribbean and the implications for insurance markets, revealing insights on potential economic losses and reinsurance exposures.

Sam Fazeli, Director of Research for Global Industries at Bloomberg Intelligence, unpacks Pfizer's ambitious $4.9 billion acquisition of Metsera, aimed at tapping into the booming obesity market. He compares Metsera's long-acting amylin analogs with existing GLP-1 treatments, highlighting efficacy and side effects. The discussion also touches on the impact of H-1B visa costs on pharmaceutical talent. With a deep dive into healthcare innovation, Fazeli’s insights paint a vivid picture of the evolving landscape in obesity treatment.