# Pharma / Biotech Podcast Recap - Week of May 31, 2026: GLP-1 Pricing Reset and the LLY vs NVO Obesity Battleground

> Pharma, biotech, and life-sciences podcast recap for May 24–31, 2026. A thin, GLP-1-dominated week pits Novo Nordisk's Wegovy pill launch and aggressive list-price cuts against Eli Lilly's pipeline lead and an $18.6B diversification push.


## Pharma / Biotech Podcast Recap

### Week of May 24–31, 2026

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This was a thin coverage week, heavily skewed toward GLP-1 and obesity. Four of the five substantive episodes clustered on the Eli Lilly versus Novo Nordisk obesity battleground, with new pipeline disclosures, aggressive pricing actions, and a CEO-level repositioning of Novo's strategy. Most other tracker themes (M&A outside Lilly, FDA and HHS policy, the IRA, tariffs, tools and CROs, medtech, gene therapy, oncology) were largely absent. Below is the synthesis, with the caveat that most insight is concentrated on the LLY/NVO axis.

---

## 🔥 Dominant Themes

### Theme 1: GLP-1 / Obesity, Multi-Agonist Pipeline and Competitive Reset

The overwhelmingly dominant theme this week, surfaced across *On The Pen*, *The Journal*, *Let's Talk Future (Oppenheimer)*, and *Brew Markets*.

- **Novo's Wegovy pill (oral semaglutide) is the standout commercial story.** On *The Journal* (May 27), NVO CEO Mike Doustdar said the pill generated more than 1.3M prescriptions in Q1 2026, calling it "the best product launch in US history in volume outside of a single vaccine." He claims 80% of users are new to Novo, framing it as market expansion rather than cannibalization. Efficacy of roughly 16.6–17% weight loss compares favorably to Lilly's oral Foundeo, and the pill helped Novo beat Wall Street earnings in the latest quarter.
- **Novo is cutting list prices aggressively.** Per Doustdar: a 50% Wegovy list-price cut to roughly $675 per month and an Ozempic cut of about 35%, both starting 2027. He frames this as closing the list-to-net gap rather than destroying margin.
- **Triple agonists are the next battleground.** *On The Pen* and *The Journal* both detailed Lilly's retatrutide (GLP-1 plus GIP plus glucagon) at roughly 28–30% weight loss in mid-to-late stage trials, with a launch targeted for early-to-mid 2027 and a pursuit of biologic designation (12-year exclusivity). Knapp's audience poll: 50% expect a $2,000–$4,000 list price, 25% expect above $4,000. Against that, Doustdar claimed Novo's UBT-251 (licensed from China's United Biotechnology for up to $2B) can, on apple-to-apple early data, beat retatrutide's 28% bar and is "best in class in a number of parameters."
- **Asian challengers are years out.** Hanmi's HM15275 (39.9% body-weight loss in obese mice) and Shanghai Minway's MWN-109 (oral triple agonist, Phase 1) are roughly 7–8 years away per Knapp.
- **Tolerability and muscle loss are the emerging clinical frontier.** Jay Olson on *Let's Talk Future* (May 27) noted that about 25% of SURMOUNT-1 (tirzepatide) weight loss was lean mass, and that lean-mass loss in older adults associates with roughly 30% higher all-cause mortality risk. He added that about half of GLP-1 starters discontinue due to side effects or needle fatigue. This frames the bull case for activin E pathway drugs (Wave Life Sciences, iBio) and longer-interval dosing (Amgen, every 2–3 months).
- **A longevity reframing is taking hold.** Olson cited a Lilly scientist calling GLP-1s "potentially the world's first longevity drug" and Novo's CSO presenting semaglutide as "a proven longevity medicine." He sees the consensus call of a $100B-plus obesity market by the mid-2030s as conservative.
- **A GLP-1 and cancer signal surfaced.** Former FDA Commissioner Scott Gottlieb on *Squawk Pod* (May 26) flagged observational studies suggesting possible cancer-risk reduction (anti-inflammatory effects, direct receptor effects, glycemic control), while cautioning against the failed metformin analogy: "I think there could be something real here."

### Theme 2: Biotech M&A, Lilly's Pipeline Diversification Push

On *Brew Markets* (May 27), Ann Berry reported Lilly announcing roughly $18.6B in recent M&A funded by GLP-1 cash flows:

- About $3.8B for three vaccine developers (a push back into infectious disease)
- Up to $7.8B for Contessa Pharmaceuticals (sleep)
- Up to $7.0B for Colonia Therapeutics (oncology)

The strategy is framed as buying early-stage, de-risked assets rather than paying up for existing blockbusters. Lilly stock was up roughly 50% over the trailing twelve months as of May 26, and up about 1% on the announcement day.

### Theme 3: PBM Reform and Drug Access

From *On The Pen* (May 27): Tennessee signed the Fair Rx Act prohibiting PBMs from owning pharmacies in-state. Knapp cited a state audit claim (unverified) that CVS Caremark reimbursed affiliated pharmacies up to 16,000% more than independents, and reported that Express Scripts generated roughly $30M in spread pricing from Tennessee employers. With more than 600 independent pharmacies closed in the state since 2017, Knapp expects copycat legislation and sees a structural threat to the PBM model.

### Theme 4: FDA Leadership Change

From *Squawk Pod* (May 26): new acting FDA Commissioner Kyle Diamantis is a lawyer with prior food, beverage, and tobacco industry counsel experience. Gottlieb offered a strong endorsement, pushing back on the view that only a physician can run the agency as "outdated." The signal is regulatory continuity with career-staff alignment intact.

### Theme 5: China Biotech as a Source of Licensable Assets

From *On The Pen* and *The Journal* (both May 27): Novo's UBT-251, licensed from United Biotechnology for up to $2B, is the centerpiece example, framed not as an existential threat but as a source of competitive depth for Big Pharma. Knapp read Novo's move as signaling "we can't allow Eli Lilly to own the next ceiling."

### Theme 6: Infectious Disease, the Ebola Bundibugio Outbreak

From *Squawk Pod* (May 26): Gottlieb described 900-plus cases and 220-plus deaths, the third-largest Ebola outbreak in history. Therapeutic pipeline names included MAP Biopharma's MBP134 (entering clinic), Gilead's obeldesivir (preclinical), Merck's molnupiravir (preclinical), and one cross-reactive component of Regeneron's approved Zaire cocktail (already in clinical use). Vaccines are 6–9 months away, but therapeutics could be available immediately.

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## ⚖️ Active Debates

### Debate 1: Lilly vs. Novo on Obesity

**Bull case for Novo (Doustdar, *The Journal*, May 27):**

- The Wegovy pill is the only peptide-in-a-pill GLP-1, with 16.6–17% weight loss that beats oral Foundeo
- 1.3M Q1 prescriptions with 80% new patients implies market expansion
- UBT-251 claimed superior to retatrutide on early apple-to-apple data
- $675-per-month pricing positions for mass-market penetration
- The $100B selloff on the cagrisema miss was an overreaction: "The distance between 23% and 25% is 8% difference"

**Bull case for Lilly (implicit across multiple episodes):**

- Zepbound has surpassed Wegovy in market share in Q1 2026 (*The Journal*, May 27)
- Zepbound delivered 25% weight loss versus cagrisema's 23% in REDEFINE 4
- Retatrutide carries a 28–30% weight-loss bar (Olson, Knapp)
- Lilly is using GLP-1 cash to diversify into oncology, sleep, and vaccines (roughly $18.6B of M&A, *Brew Markets*, May 27)
- Biologic designation for retatrutide could lock in 12-year exclusivity and premium pricing (Knapp, *On The Pen*, May 27)

**Bear on Lilly:** Knapp flagged retatrutide's 11% dropout at the 12mg dose versus 6.2% at the highest tirzepatide dose, and warned that premium biologic pricing risks political backlash and gray-market proliferation. Olson added that 25% of SURMOUNT-1 weight loss is lean mass, which exacerbates mortality risk.

**Bear on Novo:** The stock has been "plunging by the most on record," cagrisema missed, injectable share has shifted to Lilly, and UBT-251 is still mid-phase and could disappoint like cagrisema. Doustdar concedes: "It will never go back to what it was."

> **Net read:** Within this small sample, bull-Novo commentary came primarily from Novo's own CEO, while the sell-side voice (Olson) and the competitive structure favor Lilly's lead. The pill is a clear win, but it does not yet reverse the share-loss narrative in injectables. UBT-251 versus retatrutide is the binary that defines the next 18 months.

### Debate 2: Oral vs. Injectable GLP-1

**Bull oral:** Doustdar argues 80% of Wegovy pill users are new to Novo, so the pill is market-expanding rather than a substitute: "If tomorrow people buy more pills from me than injection, then I'll turn the knob in the raw material factory to the right-hand side." Knapp notes younger, injection-averse patients adopting, and physicians who never prescribed GLP-1s now writing pill scripts at roughly $200 per month. Olson cites needle fatigue as a driver of about 50% discontinuation.

**Bear oral:** Knapp notes oral efficacy still trails injectable (a convenience-versus-potency trade-off), and the oral triple agonist remains unsolved in a crowded field.

> **Net read:** A format-agnostic future. The pill is clearly additive based on Novo's own Q1 data; the cannibalization concern looks overstated.

### Debate 3: Retatrutide, Biologic Designation Premium or Access Backfire?

**Bull (Knapp, *On The Pen*, May 27):** 12-year exclusivity prevents small-molecule generic competition, supports $2,000–$4,000-plus list pricing, and gives Lilly specialist-channel control.

**Bear:** It creates PBM gatekeeping, drives gray-market expansion, limits the addressable market, and invites political and IRA backlash. Knapp: "What exactly does Lilly want Retatrutide to become?... These goals do not coexist neatly."

> **Net read:** An open binary. Lilly's pricing decision for retatrutide is one of the most consequential single-stock catalysts in pharma for 2026–2027.

### Debate 4: China Biotech, Threat or Asset?

The consensus this week was an asset framing: UBT-251 is held up as proof that Chinese-origin molecules can become global competitive weapons in Big Pharma hands. Knapp called it "really exciting for scalability." The threat framing was not articulated this week.

**Debates not covered this week:** AI drug discovery (real vs. hype), whether biotech valuations have bottomed (XBI/IBB), pharma tariffs, IRA innovation impact, and manufacturing reshoring viability.

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## 📊 Stock-by-Stock Bull/Bear

### Large Pharma

**LLY (Eli Lilly)**

- Bull (Berry, *Brew Markets*, May 27): up roughly 50% over the trailing twelve months; aggressive M&A using GLP-1 cash (three vaccine deals at about $3.8B, Contessa for up to $7.8B, Colonia for up to $7.0B, roughly $18.6B total), buying early-stage de-risked assets.
- Bull (Olson, *Let's Talk Future*, May 27): pipeline includes inflammation targets (NLRP-3, IL-6), with GLP-1s positioned as the "world's first longevity drug," a major TAM reframing toward preventive medicine.
- Bull (Knapp, *On The Pen*, May 27): retatrutide at roughly 28–30% weight loss in Phase 3, biologic designation for 12-year exclusivity, iloralintide (amylin) in Phase 3, and a potential link to quintuple-agonist scientists.
- Bear (Olson, May 27): SURMOUNT-1 showed roughly 25% lean-mass loss, "you're solving one problem and exacerbating another," opening the door to muscle-sparing competitors.
- Bear (Knapp, May 27): retatrutide's 11% dropout at 12mg versus 6.2% in SURMOUNT-1, with biologic pricing risking gray-market and political backlash.
- No price targets.

**NVO (Novo Nordisk)**

- Bull (Doustdar, NVO CEO, *The Journal*, May 27): Wegovy pill at 1.3M Q1 prescriptions, "best US drug launch ever by volume outside vaccines," 80% new customers, 16.6–17% weight loss, and a Q1 earnings beat. UBT-251 may beat retatrutide; an H2 2026 capital markets day is a re-rating catalyst; a disease-modifier narrative spans kidney, liver, and CV.
- Bull (Olson, *Let's Talk Future*, May 27): inflammation pipeline (NLRP-3, IL-6), with the CSO publicly positioning semaglutide as a longevity drug.
- Bear (multiple, May 27): lost injectable share to Lilly, the cagrisema REDEFINE 4 miss (23% vs. 25% for Zepbound) erased more than $100B of market cap in one day, the stock is "plunging by the most on record," and the 50% Wegovy list-price cut compresses reported revenue. Doustdar is a 30-year Novo lifer (slower cultural-transformation risk), and a semaglutide Alzheimer's trial failed (per Olson).
- No price targets.

**PFE (Pfizer):** disclosed only as a Gottlieb board seat (*Squawk Pod*, May 26). No thesis discussed.

### Large Biotech

- **AMGN (Amgen)** Bull (Olson, *Let's Talk Future*, May 27): forthcoming weight-loss maintenance data could support once-every-2–3-month injectable dosing, well-suited to chronic maintenance and the healthy-aging market. No bear articulated.
- **GILD (Gilead)** Bull (Gottlieb, *Squawk Pod*, May 26): obeldesivir shows preclinical efficacy versus Bundibugio Ebola. Bear: preclinical only, no human data on the new strain.
- **MRK (Merck)** Bull (Gottlieb, May 26): molnupiravir "potentially effective" preclinically versus Bundibugio Ebola, pipeline optionality. Bear: approved for COVID, not Ebola; preclinical repurposing claim only.
- **REGN (Regeneron)** Bull (Gottlieb, May 26): one of three antibodies in the approved Zaire cocktail shows cross-reactivity to Bundibugio and is already in clinical use. Bear: not a matched product, so commercial uplift is likely modest.

### GLP-1 Challengers

- **VKTX (Viking Therapeutics)** Bull (Olson, *Let's Talk Future*, May 27): VK2735 has both oral and injectable formulations in development, giving real patient flexibility, and beyond weight loss "significantly reduces inflammatory markers, lowers blood pressure, and reverses prediabetes in a meaningful proportion of patients." Bear: earlier stage than Amgen and Lilly, with data still maturing.
- **PTGX (Protagonist Therapeutics)** Bull (Knapp, *On The Pen*, May 27): PN-477, an oral GLP-1 plus GIP plus calcitonin triple agonist, highly differentiated if proven. Bear: preclinical, roughly 7–8 years from patient use.

### Small/Mid Biotech Catalyst Names

- **Wave Life Sciences (WVE) and iBio (IBIO)** Bull (Olson, *Let's Talk Future*, May 27): both target the activin E (inhibin E gene) pathway for fat-selective, muscle-sparing weight loss. Olson: "inhibiting this pathway appears to allow for fat-selective weight loss, with more muscle mass spared," and he is watching "very closely." Directly addresses the lean-mass bear case on tirzepatide. Bear: early clinical, with large-trial validation pending.
- **MAP Biopharmaceuticals (private)** Bull (Gottlieb, *Squawk Pod*, May 26): MBP134 monoclonal antibody for Bundibugio Ebola entering clinical trials with promising preclinical data.
- **United Biotechnology (private, China):** licensed UBT-251 to Novo for up to $2B (*On The Pen*, *The Journal*, May 27).
- **BioMed / Bioglutide (private), CAUTION FLAG** Bear (Knapp, *On The Pen*, May 27): NA-931 is claimed as an oral quad agonist with 6.4–6.8% weight loss in Phase 1 over 28 days, but Knapp flags data-integrity concerns: "folks across the Twittersphere who have called into question a lot of the data... things appearing to be copies of other data from other drugs. Almost word for word." Knapp: "Take the hype goggles off... there is reason to be skeptical."
- **Hanmi Pharmaceutical (HMMUF, South Korea):** HM15275 (GLP-1 plus GIP plus glucagon), preclinical, with 39.9% body-weight change in obese mice versus 15% for semaglutide and 25% for tirzepatide. Roughly 7–8 years away.
- **Contessa Pharmaceuticals / Colonia Therapeutics (private acquisition targets):** being acquired by Lilly for up to $7.8B (sleep) and $7.0B (oncology) respectively (*Brew Markets*, May 27).
- **CVS Health (CVS) / Cigna (CI, Express Scripts parent)** Bear (Knapp, *On The Pen*, May 27): the Tennessee Fair Rx Act prohibits PBM-pharmacy ownership; audit claims CVS Caremark reimbursed affiliated pharmacies up to 16,000% more than independents; Express Scripts generated roughly $30M in spread pricing from Tennessee employers. Regulatory contagion risk to other states.

---

## 💬 Notable Quotes

> **Mike Doustdar (NVO CEO) on the cagrisema selloff, *The Journal*, May 27:** "The distance between 23% and 25% is 8% difference between those two numbers."

> **Mike Doustdar, *The Journal*, May 27:** "Many of our colleagues feel like... after we get the sales back on track, it can go back to what it was. And it will never go back to what it was. You need to move forward."

> **Mike Doustdar on UBT-251 vs. retatrutide, *The Journal*, May 27:** "Based on apple-to-apple comparison of early results, I would say the short answer to your question, yes, it can."

> **Mike Doustdar on the Wegovy pill, *The Journal*, May 27:** "We have the first and the only peptide in a pill in the world... the patient does not have to compromise between injection and a pill."

> **Jay Olson (Oppenheimer biotech analyst) on tirzepatide, *Let's Talk Future*, May 27:** "Approximately one quarter of the total weight loss on tirzepatide was lean mass... lean mass loss in middle-aged and older adults is associated with roughly a 30% increased risk of all-cause mortality. So you're solving one problem, that is obesity, and potentially exacerbating another problem in muscle loss."

> **Jay Olson on the TAM, *Let's Talk Future*, May 27:** "Wall Street analysts forecast the total obesity and healthy aging drug market exceeding $100 billion in annual revenue by the mid-2030s. And we think that estimate could prove conservative once the full preventive medicine opportunity is properly valued."

> **Dave Knapp on Lilly's retatrutide strategy, *On The Pen*, May 27:** "What exactly does Lilly want Retatrutide to become?... These goals do not coexist neatly."

> **Dave Knapp on market bifurcation, *On The Pen*, May 27:** "Obesity medicine is slowly splitting into two Americas, one lane that is insurance-controlled, PBM-controlled, tightly managed access... and the harder the traditional system squeezes, the more it opens up lanes for direct-to-consumer."

> **Dr. Scott Gottlieb on GLP-1 and cancer, *Squawk Pod*, May 26:** "I think there could be something real here. You know, the drug is impacting overall metabolic well-being... We know there's GLP-1 receptors on certain cancers, so there could be a direct effect."

> **Dr. Scott Gottlieb on Ebola, *Squawk Pod*, May 26:** "The vaccines are at best six to nine months away. The therapeutics could be available right away."

> **Ann Berry on Lilly M&A, *Brew Markets*, May 27:** "It would appear that the world's largest pharmaceutical company by market cap is using the windfall from its weight loss and diabetes shots to diversify its drug pipeline, acquiring medicines in early stage development rather than pay for existing blockbusters."

---

## 🗓️ Catalysts to Watch

| Catalyst | Timing | Source |
| --- | --- | --- |
| ADA Conference: quintuple-agonist data (Lilly-funded scientists), amylin data, multi-agonist updates | Mid-June 2026 | On The Pen |
| Novo Kagrasema launch (cagrilintide, amylin plus calcitonin) | Mid-2026 | On The Pen |
| Novo Capital Markets Day: pipeline reveal, next-gen oral pill, UBT-251 updates | H2 2026 | The Journal |
| Novo Q2 2026 earnings: Wegovy pill Rx growth continuation? | Q2 reporting | The Journal |
| Novo Wegovy/Ozempic list-price cuts take effect ($675/mo Wegovy, ~35% Ozempic) | 2027 | The Journal |
| Lilly retatrutide BLA filing, biologic-designation decision, pricing announcement | Launch early-to-mid 2027 | On The Pen |
| UBT-251 Phase 3 initiation (Novo "best in class" claim needs late-stage proof) | TBD | The Journal |
| Amgen weight-loss maintenance data (supports every 2–3 month dosing) | Forthcoming | Let's Talk Future |
| VKTX VK2735 maintenance trial data (oral plus injectable) | Ongoing | Let's Talk Future |
| Wave / iBio activin E pathway data (fat-selective, muscle-sparing) | Early clinical | Let's Talk Future |
| Shanghai Minway MWN-109 Phase 1 MAD data (oral triple agonist) | Ongoing | On The Pen |
| BioMed NA-931 additional Phase 1 data (treat with skepticism, data-integrity concerns) | TBD | On The Pen |
| Ebola Bundibugio vaccines (Oxford/Serum Institute plus Zaire platform) | 6–9 months from late May 2026 | Squawk Pod |
| MAP Biopharma MBP134, Gilead obeldesivir, Merck molnupiravir Bundibugio clinical entry | TBD | Squawk Pod |
| GLP-1 cancer-prevention prospective trials | Multi-year readout | Squawk Pod |
| Tennessee Fair Rx Act implementation plus copycat legislation in other states | Rolling | On The Pen |

---

## 🔍 Coverage Gaps

This was a thin, GLP-1-heavy week. Material themes that went unaddressed:

- **AI in drug discovery:** zero mentions. No commentary on Recursion, Schrodinger, Insilico, or the generalist AI/biotech thesis.
- **Biotech M&A outside Lilly's specific deals:** no broader deal flow, premiums, sentiment, or BD activity from MRK, BMY, PFE, or JNJ.
- **FDA/HHS policy:** only the acting FDA Commissioner appointment. No HHS commentary, no PDUFA, no vaccine policy.
- **IRA / Medicare negotiation:** not discussed.
- **Gene and cell therapy:** zero coverage.
- **Oncology pipeline / ASCO:** ASCO 2026 readouts not discussed despite timing.
- **Patent cliffs / biosimilars, pharma tariffs, manufacturing reshoring / CDMO capacity:** not discussed.
- **Tools and CROs:** no DHR, TMO, A, IQV, ICLR, or CRL commentary.
- **Medtech:** no ISRG, MDT, BSX, or EW commentary.
- **XBI/IBB valuations / biotech bottom call:** not discussed.
- **Other GLP-1 challengers:** no ALT, ZEAL, Structure Therapeutics, Roche, or Pfizer danuglipron commentary.
- **Large pharma absent:** BMY, AZN, GSK, NVS, RHHBY, SNY, ABBV, JNJ.
- **Large biotech absent:** VRTX, BIIB, MRNA, BNTX, ALNY, INCY (REGN and GILD appear only as Ebola pipeline optionality).

---

## 🎯 Bottom Line

The most actionable single takeaway is Doustdar's claim that UBT-251 can beat retatrutide on apple-to-apple early data (*The Journal*, May 27); if credible, it materially changes the Novo/Lilly long-term setup. The most actionable risk flag is Olson's quantification of tirzepatide lean-mass loss and its mortality association, which opens a differentiated bull case for activin E names (Wave Life Sciences, iBio) and longer-interval Amgen dosing. Given thin podcast coverage of M&A, tools/CROs, and medtech this week, this recap is best supplemented with sell-side notes. This is the kind of week where Matterfact's value is in saying plainly that the tape is one-sided rather than padding it out.

---

## Sources

- [On The Pen GLP-1 News, Dave Knapp, May 27, 2026](http://url7324.matterfact.com/ls/click?upn=u001.idHmPrr2Geh7KYLAsTy7NkrIVb-2FgA4pmf2rMXQwGcOjAk9T2li6xZW0rho6wX-2B-2Fbx4-2F6QNnSs6xxAtrEmIpCvBym2q0Hf3W4BIBPO4AUBKHrMDj13NHAel-2FlD0IRy6At-2FmARuKPitqBmJthtkLr3mw-3D-3DsC3U_7mLGwmUci-2BLaXswv9WX1yTgqn3Wad-2FotHhzHgSNAZbWt5RBoe0uiM76SeA4j6-2BYOf9hk5IMnw9Lj-2FRE0fqBgcNP3lmigvAKzSgpSRZcwTjPDKF8vlmbbM0s-2FLEA7lXpQhnSEUnVDYWWAVEin6sEutstnhw92R3Lb7Mf2o-2FQsTDbdMnXKPxmeWez-2FvEIG4PHiaSe1vgnhoGNd5U4es5S3Vg-3D-3D)
- [The Journal, Mike Doustdar (NVO CEO) interview, May 27, 2026](http://url7324.matterfact.com/ls/click?upn=u001.idHmPrr2Geh7KYLAsTy7NkrIVb-2FgA4pmf2rMXQwGcOgoaTyt5MgtbSEXShMfo6uRQUZUYIOm5YAKPCu5feQa2IuL2oaDtcdUoKZFKeh7BmSXOaXS6Rem6tKzoN0wDpa88sUybhuT1tt-2FOOm4dRBaCA-3D-3DcPt5_7mLGwmUci-2BLaXswv9WX1yTgqn3Wad-2FotHhzHgSNAZbWt5RBoe0uiM76SeA4j6-2BYOf9hk5IMnw9Lj-2FRE0fqBgcG9S89zNrWYWCUvWTam2AN71YwiQzNBu-2BIlNaR1ksWMW-2FUwNmlUXl2uKdebKOEc5J5YkOa53qesTmMWpidfDl4-2BOjSrzJcAPAnkTjJXulr3HEGOvWXDK3n4jIqiDXPb1RQ-3D-3D)
- [Let's Talk Future (Oppenheimer), Jay Olson, May 27, 2026](http://url7324.matterfact.com/ls/click?upn=u001.idHmPrr2Geh7KYLAsTy7NkrIVb-2FgA4pmf2rMXQwGcOiiF55wGJrNwkmQW3n0ADx-2B8kX0x8AnQy70hu8GW1RZUK8hq2swL9SjYkOej-2B7U2SBVX0rO3XYRmBHIm1oWbku1W939Hl6pIORisc3uIIxPOA-3D-3DL9NX_7mLGwmUci-2BLaXswv9WX1yTgqn3Wad-2FotHhzHgSNAZbWt5RBoe0uiM76SeA4j6-2BYOf9hk5IMnw9Lj-2FRE0fqBgcNb48uY0P9T5qtCznLQlmz1F75oj0EZgQCKqqpvLOHtPlU13jqxsK02bigVB37sLLHwMEjruxjM9aSocOfbp2Y7pBXZbY0fN9yGnfTRVb2xeP2XjxzgAtLcsbhPlD3so8Q-3D-3D)
- [Brew Markets, Ann Berry, May 27, 2026](http://url7324.matterfact.com/ls/click?upn=u001.idHmPrr2Geh7KYLAsTy7NkrIVb-2FgA4pmf2rMXQwGcOj9pWtY-2BWi8FSZ2Ov5t7hvUf4WUTfvbTxxIpWwXtFGSq5vgJQDZ3JGYgdG2ojZR-2FAFFWZgwlXd-2Fj6xS7uju82bZFWYpMgTbu-2BHRhQWiqLuAXg-3D-3DZEmr_7mLGwmUci-2BLaXswv9WX1yTgqn3Wad-2FotHhzHgSNAZbWt5RBoe0uiM76SeA4j6-2BYOf9hk5IMnw9Lj-2FRE0fqBgcPWatuo0HhPaH5zbvCMnYx-2FzvA7gdwgddi1-2F3iFDMU9f1-2B59C7Mh4WeYeuM4t47x2h5doXgat9xZZBdTJRYLiT7Igxcp02cGVf9lvomgpIz3BsxQt0ET8P-2BASiIM3SdStA-3D-3D)
- [Squawk Pod, Dr. Scott Gottlieb, May 26, 2026](http://url7324.matterfact.com/ls/click?upn=u001.idHmPrr2Geh7KYLAsTy7NkrIVb-2FgA4pmf2rMXQwGcOjhYvccopPCQy5TRQpsQB2dnVIja4xJpPV0qD52ZRLnAw5lhojhUo7EdX07tYnFZ8Bd-2FBxwVJkqHD67-2Fr-2BTQNEp-2F5WKhdSbxxBf0b1Sg5xXTg-3D-3Dmqo__7mLGwmUci-2BLaXswv9WX1yTgqn3Wad-2FotHhzHgSNAZbWt5RBoe0uiM76SeA4j6-2BYOf9hk5IMnw9Lj-2FRE0fqBgcIwmLmLqjA4MJZhGi9hArpoPiHHgWrwoITSfW441XujEkwOm-2B-2B9LSf9UhI9LaD0nVj5Zl8hKx-2BlS1PWEHGvYSZri7qU5SWum-2FOa7ch-2FcsBGaEN48AJUSKgAjrRcMWGyzAA-3D-3D)

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