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Mizuho’s Jared Holz breaks down UnitedHealth's Q1 earnings
  + stars: | 2024-04-16 | by ( ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMizuho’s Jared Holz breaks down UnitedHealth's Q1 earningsJared Holz, Mizuho Securities America healthcare equity strategist, joins 'Squawk Box' to break down UnitedHealth's Q1 earnings. The health insurance giant posted first-quarter revenue that beat expectations.
Persons: Jared Holz Organizations: Mizuho Securities
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMizuho's health care earnings playbook ahead of UnitedHealth, J&J resultsJared Holz, Mizuho, joins 'Fast Money' to talk what to expect from the upcoming slate of health care earnings.
Persons: Jared Holz Locations: UnitedHealth, Mizuho
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMizuho's Jared Holz on finding opportunities in the biotech spaceJared Holz, Mizuho Securities America healthcare equity strategist, joins 'The Exchange' to discuss why he believes we are in the midst of the most pronounced biotech rally in over five years, whether it’s too late to get in on the trade, and more.
Persons: Jared Holz, it’s Organizations: Mizuho Securities
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailEli Lilly and Novo Nordisk will remain leaders in the weight-loss drug market: Mizuho's Jared HolzCNBC’s Melissa Lee and Jared Holz, Mizuho Securities America healthcare sector strategist, join 'Squawk on Street' to discuss the weight-loss drug market, why he believes Eli Lilly and Novo Nordisk will remain the frontrunners for the next 2-3 years, and more.
Persons: Eli Lilly, Jared Holz, Melissa Lee Organizations: Novo Nordisk, Mizuho Securities Locations: Mizuho Securities America
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailZealand's obesity drug shouldn't disrupt Novo Nordisk-Eli Lilly leadership: Mizuho's Jared HolzJared Holz, Mizuho, joins 'Fast Money' to talk obesity drugmakers after a new study out of Zealand Pharma analyzed the impact of GLP-1s on liver disease.
Persons: Eli Lilly, Mizuho's Jared Holz Jared Holz Organizations: Novo Nordisk, Zealand Pharma Locations: Mizuho
Eli Lilly hits record high: Here's what investors need to know
  + stars: | 2024-02-06 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailEli Lilly hits record high: Here's what investors need to knowJared Holz, Mizuho Securities healthcare strategist, joins 'Squawk on the Street' to discuss why supply imbalances could boost Eli Lilly's future earnings reports, if clients are asking about the company's valuation, and if there will be capacity constraints coming for healthcare companies.
Persons: Eli Lilly, Jared Holz, Eli Lilly's Organizations: Mizuho Securities Locations: Mizuho
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailObesity drug supply-demand imbalance is working in Novo Nordisk's favor: Mizuho's Jared HolzJared Holz, Mizuho Securities, joins 'Fast Money' to talk demand in the obesity drug space and who is benefiting from the supply-demand imbalance.
Persons: Jared Holz Jared Holz Organizations: Obesity, Novo Nordisk's, Mizuho Securities Locations: Novo, Mizuho
2023 wasn't a good year for the health-care sector, but some investors expect it to make a comeback this year — highlighting biotech and medical tech as areas to watch. But now, Citi believes that "astute investors may find themselves with a trove of rebound opportunities." Citi's top picks in biotech include Biomea Fusion , Alnylam Pharmaceuticals , and Immunovant . Jared Holz, health-care sector strategist at Mizuho Securities Americas, named biotech firm Biogen as one of his top trading ideas for 2024. "Biotech has commanded everyone's attention, but the recovery of many best-in-class medical device companies post the GLP-1 selloff has been remarkable," Orton said.
Persons: There's, Jared Holz, Biogen, Trent, medtech, Matt Orton, Orton Organizations: Citi Global Wealth Investments, U.S . Healthcare, Citi, Biomea, Alnylam Pharmaceuticals, Mizuho Securities Americas, Biogen, medtech, Raymond James Investment Management, Medical, Biotech, Abbott Laboratories Locations: U.S, Alphinity, medtech
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailHow Novo Nordisk's ‘select’ study results could shake up the obesity drug spaceJared Holz, Mizuho, joins 'Fast Money' to talk Novo Nordisk's ‘select’ study and what it means for the obesity drug space.
Persons: Jared Holz Organizations: Nordisk's, Novo Nordisk's Locations: Mizuho
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailNovo and Eli Lilly stocks could go higher if they show even better data than we think: Mizuho's HolzJared Holz, Mizuho healthcare specialist, joins 'Squawk on the Street' to discuss what to expect from Novo Nordisk's quarterly earnings results, if weight-loss drugs will get covered by insurance, and what's moved Eli Lilly and Novo Nordisk's stocks to this point and future growth prospects.
Persons: Eli Lilly, Jared Holz, what's, Novo Organizations: Email Novo, Novo Locations: Mizuho
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMounjaro remains the single largest driver for Eli Lilly stock in the near term: Mizuho's Jared HolzJared Holz, Mizuho healthcare sector specialist, joins 'Squawk on the Street' to discuss what's driving Novo Nordisk and Eli Lilly stocks right now, Holz thoughts on Wegovy, and more.
Persons: Eli Lilly, Jared Holz Jared Holz Organizations: Novo Nordisk Locations: Mizuho
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailIt doesn't seem like there's too much momentum for healthcare stocks, says Mizuho's Jared HolzJared Holz, Mizuho healthcare sector specialist, joins 'Squawk on the Street' to discuss how Holz broadly sees the biotechnology sector, what distills the winners from losers in the healthcare space, and the innovation taking place in healthcare.
Persons: Jared Holz Jared Holz Locations: Mizuho
What other industries could weight loss drugs disrupt?
  + stars: | 2023-10-11 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWhat other industries could weight loss drugs disrupt? Jared Holz, Mizuho health care sector strategist, joins the ‘Fast Money’ traders to discuss Novo Nordisj's kidney trial outcomes and the impact of weight loss drugs on the health care sector.
Persons: Jared Holz
Danish drugmaker Novo Nordisk has entered a new chapter in its 100-year history — thanks to its newfound success with two products: Ozempic and Wegovy. Their skyrocketing popularity has boosted Novo Nordisk to new heights. Novo Nordisk's share price has more than quadrupled in the past five years, making it Europe's most valuable company by market cap. "It's clear that nobody had expected that it would be taking off this quickly," said Novo Nordisk CEO Lars Fruergaard Jørgensen in August. In 2018, the first full year with Ozempic on the market, Novo Nordisk's net sales were 111.8 billion Danish krone, or $17.7 billion, using an average exchange rate at the time.
Persons: Lars Fruergaard Jørgensen, Ozempic, Jared Holz, Semaglutide, Eli Lilly, Mounjaro Organizations: Nordisk, Novo Nordisk, Nordisk's, Novo Nordisk's, Trilliant Health, Mizuho, Pfizer, Food and Drug Administration
Potential Kaiser strike: How investors should prepare
  + stars: | 2023-09-28 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailPotential Kaiser strike: How investors should prepareJared Holz, Mizuho healthcare sector specialist, joins 'The Exchange' to discuss the impact a Kaiser Permanente strike could have on the stock, optimism about finding a strike resolution quickly, and medical technology under pressure due to a rise in new weight loss medications.
Persons: Jared Holz Organizations: Kaiser Permanente Locations: Mizuho
What the medicare decision means for pharma stocks
  + stars: | 2023-08-29 | by ( ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWhat the medicare decision means for pharma stocksJared Holz, Mizuho, joins 'Fast Money' to talk the Biden Administration unveiling the first 10 drugs subject to medicare price negotiations and how pharma stocks are responding.
Persons: Jared Holz Organizations: pharma, Biden Locations: Mizuho
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWhat pharma brands will be impacted by Medicare price negotiationsJared Holz, Mizuho healthcare strategist, joins 'The Exchange' to discuss Medicare drug price negotiations, the M&A impact of government intervention into drug pricing, and more.
Persons: Jared Holz Organizations: pharma Locations: Mizuho
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMizuho's Jared Holz on Novo Nordisk: There's not much upside near-termJared Holz, Mizuho healthcare strategist, joins 'Squawk Box' to discuss Novo Nordisk's quarterly earnings results, which hiked its outlook for 2023 after reporting a 30% increase in sales for the first half of the year, powered by strong demand for its weight loss drugs, and more.
Persons: Jared Holz Organizations: Novo Nordisk, Novo Locations: Novo, Mizuho
There is likely a long way to go before the U.S. sees increased insurance coverage for obesity drugs. While the trial results demonstrate that obesity drugs may have significant health benefits beyond shedding unwanted pounds, organizations representing U.S. insurers emphasized that the data is still preliminary. "Health insurance providers will continue to analyze new evidence as it becomes available," he added. Ceci Connolly, CEO of the Alliance of Community Health Plans, acknowledged the promise of the data but said "outrageous prices should give everyone pause." The organization represents regional, community-based health plans that cover more than 18 million Americans across the U.S.
Persons: Jim Vondruska, Wegovy, Eli Lilly, David Allen, Ceci Connolly, Jared Holz, It's, Debra Tyler's, Joe Buglewicz, Eduardo Grunvald, George Frey, UCSD's Gunvald, Eli, Ethan Lazarus, Lazarus Organizations: Reuters Novo Nordisk, Novo Nordisk, America's Health, Alliance of Community Health, U.S, Drugs, Pfizer, Medicare, CVS, Aetna, CNBC, Washington Post, Getty, UCSD Health's Center, International Foundation of Employee, University of Texas System, UTS, Novo, Reuters, Obesity Medicine Association, New England, of Medicine Locations: Chicago , Illinois, U.S, Mizuho, Killingworth, Conn, Texas
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailPeople are 'scratching and clawing' for negative narrative around obesity drugs: Mizuho's Jared HolzJared Holz, Mizuho healthcare sector specialist, joins 'Fast Money' to talk Eli Lilly earnings, obesity drug demand and more.
Persons: Jared Holz Jared Holz, Eli Lilly Locations: Mizuho
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailEU reviews anti-obesity drugs after reports of suicidal thoughts among patientsJared Holz, Mizuho Securities healthcare sector specialist, joins 'Squawk Box' to discuss news of EU regulators expanding its review of drugs used to treat obesity and diabetes after reports or some patients experience suicidal thoughts.
Persons: Jared Holz Locations: Mizuho Securities
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailBiogen has been an 'uninvestable' stock for awhile, says Mizuho's Jared HolzJared Holz, Mizuho Securities healthcare sector specialist, joins 'Fast Money' to talk controversy brewing at Biogen, Alzheimer's drug approval roadblocks in Europe, and more.
Persons: Jared Holz Jared Holz Locations: Mizuho Securities, Biogen, Europe
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMerck's challenge to medicare drug pricing could cause ‘narrative shift’ in pharma, says Jared HolzJared Holz, Mizuho healthcare sector specialist, joins 'Fast Money' to discuss Merck's lawsuit against the federal government over Medicare drug pricing.
Persons: Jared Holz Jared Holz Organizations: pharma Locations: Mizuho
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailBlocking the Horizon-Amgen deal will be worse for pharma than for biotech, says Mizuho's Jared HolzJared Holz, Mizuho healthcare sector strategist, joins 'Fast Money' to discuss merger and acquisition crackdowns in the biotech space, government regulation in the space, and more.
Lilly manufactures tirzepatide, which is sold under the brand name Mounjaro as a type 2 diabetes treatment. It's the chronic nature of obesity that will make these drugs so profitable, analysts have said. Huynh increased his target due to higher expectations for Mounjaro sales this year. Huynh boosted his prediction for the drug's sales this year to $3.7 billion from an prior estimate of $2.7 billion. "$48 billion is a monster number," Holz said, referring to an annual sales estimate that Bank of America has floated for future Mounjaro sales.
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