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Mar 12, 2024
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>> let me make a real comment. >> whoa. >> some of the big pharma names that haven't been participating have significant investment in cutting edge technologies. you know the names. >>> coming up, inside the shadowy world of organized retail crime. as cnbc gets access to how thieves steal millions of dollars of items that end up for sale online. a cnbc ininvestigation, selling stolen, coming up next. it's me. (man 1 vo) i have people, people i can count on. (man 2 vo) i have time to give (grandma vo) and a million stories to share. (grandpa vo) if that's not rich, i don't know what is. (vo) the key to being rich is knowing what counts. >>> welcome back to "fast money." organized crime rings that target the country's retailers are prompting an aggressive crackdown by law enforcement. in a cnbc exclusive, we go inside the criminal police investigations that target the theft rings who set up thriving businesses to steal and sell online. here's courtney reagan with "selling stolen." >> reporter: it's a chilly, clear morning in the picturesque foothills of san diego county, as we head to a s
>> let me make a real comment. >> whoa. >> some of the big pharma names that haven't been participating have significant investment in cutting edge technologies. you know the names. >>> coming up, inside the shadowy world of organized retail crime. as cnbc gets access to how thieves steal millions of dollars of items that end up for sale online. a cnbc ininvestigation, selling stolen, coming up next. it's me. (man 1 vo) i have people, people i can count on. (man 2 vo)...
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Mar 26, 2024
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for big pharma, this is good news we've seen struggles with the need to replace blockbusters, former blockbursters with new ones >> merck is about as close as you can get. it's a portfolio that's connecting if they're connecting in an area that we know is at least half a step away from also the glp land, but also, what they've been doing in oncology, what they've been doing in some of the other key parts of what i would say, the high margin drug world, merck's -- look, merck's near all-time highs, it is now through all-time highs and probably go higher >> real quick, we talked about this, but merck will do 34% more revenues than eli lilly and trades at half the market cap. and i understand that lilly is in a different world, but don't underestimate how valuable and, i think, unappreciated the stock is, despite the fact, as tim just said, at $130 anden chang, this is an all-time high >> let's get to steve liesman with us now. steve, all the commodities that we talked about, that we listed here hitting new highs, et cetera, you know this, is this on the fed's radar because consumers se
for big pharma, this is good news we've seen struggles with the need to replace blockbusters, former blockbursters with new ones >> merck is about as close as you can get. it's a portfolio that's connecting if they're connecting in an area that we know is at least half a step away from also the glp land, but also, what they've been doing in oncology, what they've been doing in some of the other key parts of what i would say, the high margin drug world, merck's -- look, merck's near...
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Mar 25, 2024
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it's a big space, this is the holy grail for a lot of pharma companies. >> huge space. the stock is trading higher in the after-market 4.5 billion market cap if you're saying this will be successful this is a seven to ten bagger from the current price it's trading at if it fails it goes right to $10 which is where it was prior to the news if you're willing to make that bet, this is where we built in, and we've heard that the niche elements of this industry is what is continuing to be developed and biohaven certainly has a role here and this is a company that's carved out in the hard to diagnose different parts of the market and this is kind of where they belong so i think they stay >> yeah. i think the fact that they can be used as an independent type of drug and also as you mentioned sin eynergistically w the other ones repositions where the target market would be if you have to be a substitute one for the other or take them concurrently and i suppose the final situation with the drug. so i think that situation, as we continue to develop these drugs you're going to see
it's a big space, this is the holy grail for a lot of pharma companies. >> huge space. the stock is trading higher in the after-market 4.5 billion market cap if you're saying this will be successful this is a seven to ten bagger from the current price it's trading at if it fails it goes right to $10 which is where it was prior to the news if you're willing to make that bet, this is where we built in, and we've heard that the niche elements of this industry is what is continuing to be...
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Mar 1, 2024
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meantime, a call of the day, big lilly love on wall street, bechk hiking the price target on the pharma stock to $1,000 a share up from $800, 30% upside from today's close. analysts citing upside on glp1s. those sales could surpass $60 presidential by 2030. they're seeing other indications sleep apnea, fatty liver, all of those are under appreciated in terms of current valuation of the stock. >> well, it is really easy to take an addressable market and go bananas with it. i'm not -- you know, we had a great conversation with dr. patel last night about the platform effect of what is going on at lilly. you know, it is hard to argue with that. i mean there's no question they're going to be able to not only have the headline but able to drill in on some of the -- call it the ancillary dynamics including in muscle loss while you are going through the weight loss process. so i just think we are over doing the addressable market. i think it is so easy to paint a picture of not only the kind of pure medical dynamic but then the elective dynamic of weight loss. i think you have to be careful. >>
meantime, a call of the day, big lilly love on wall street, bechk hiking the price target on the pharma stock to $1,000 a share up from $800, 30% upside from today's close. analysts citing upside on glp1s. those sales could surpass $60 presidential by 2030. they're seeing other indications sleep apnea, fatty liver, all of those are under appreciated in terms of current valuation of the stock. >> well, it is really easy to take an addressable market and go bananas with it. i'm not -- you...
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Mar 6, 2024
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pharma, these stocks are the core holdings of your average fund manager. i feel like this is a setup for health care. you get this tweet, medicare for all, something happens during campaign season, so this makes me think we're not necessarily positioning for the election yet. >> all right. coming up, why tim is going all in on the l in blicep, the ride share lifting his spirits. >> pretty happy right there. >> meantime, foot locker shares falling off a cliff today, down nearly 30%. the major headline that has investors scrambling for a foothold right after this. to be like wow! what did i do to get here? (tense music) right. work. you worked hard and it's time for a bank that'll work hard for you. everbank performance savings is built to put your money to work with some of the highest rates in the country . going, got you where you want to be. we're the partners for your next move. everbank. advantage, you. the future is not just going to happen. you have to make it. and if you want a successful business, all it takes is an idea, and now becomes the future
pharma, these stocks are the core holdings of your average fund manager. i feel like this is a setup for health care. you get this tweet, medicare for all, something happens during campaign season, so this makes me think we're not necessarily positioning for the election yet. >> all right. coming up, why tim is going all in on the l in blicep, the ride share lifting his spirits. >> pretty happy right there. >> meantime, foot locker shares falling off a cliff today, down nearly...
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Mar 27, 2024
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a federal judge ruling that the pharma giant will have another opportunity to contest the evidence that linked its talc products to cancer the move could disrupt a federal court case that consolidates 53,000 lawsuits. >>> and the dollar making a big move against the yen, hitting its highest level against the japanese currency since 1990 this, as the nikkei continues to trade near all-time highs. cnbc's delivering alpha investor survey saying outside the u.s., 40% of the investors are feeling the most bullish on japan. and its markets at this point. at 33, 34-year highs what do you make in this move, especially as there are threats from japanese officials about intervention >> it's a little -- well, first of all, it's a bit ironic as they get into this period where they've announced they will no longer be targeting negative interest rates, even though they really haven't done a lot other than talk about it, that you wouldn't see the currency rally. this is a dynamic that actually should be yen positive, and i think it will be, but it gets to a place where you can see where centralen bank
a federal judge ruling that the pharma giant will have another opportunity to contest the evidence that linked its talc products to cancer the move could disrupt a federal court case that consolidates 53,000 lawsuits. >>> and the dollar making a big move against the yen, hitting its highest level against the japanese currency since 1990 this, as the nikkei continues to trade near all-time highs. cnbc's delivering alpha investor survey saying outside the u.s., 40% of the investors are...