Tim Beyers

speaker

1,508 appearances 10 recordings 1 series first heard Oct 2025 last heard 2 Feb

Tim Beyers’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 10 in all, peaking in Nov 2025 with 3.

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So, low bar.

Set the low bar and leap over it.

Carl, when you look at the Lilly business, I assume it's way, way bigger than just weight loss drugs.

But is this the weight loss trade?

Is that what Lilly is?

Okay.

Fair enough.

We've got two beats for Eli Lilly.

Moving on, we're going to move on to Novo Nordisk, another one that's in the weight loss trade, for lack of a better term here.

Ticker NVO, they're also reporting on Wednesday the 4th.

Tom, I'll come back to you and give you some numbers here.

The earnings per share expectations are between $0.89 and $0.90 a share.

That's versus $0.91 in Q4 of last year.

Flat to slightly down, revenue of $11.96 billion.

There is the possibility of a dividend

coming into this quarter.

What do you think?

Beat, raise, or miss?

I will ask you, what do you put the odds for a dividend from Novo Nordisk coming into this quarter?

Do you have any thoughts on the odds?

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