Zaid Admani

speaker

18,096 appearances 163 recordings 1 series first heard Oct 2025 last heard yesterday

Zaid Admani’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 163 in all, peaking in Jul 2026 with 29.

Appearances

newest first · ▶ plays the moment

The Rundown · Novo’s Post-Ozempic Plan, Paramount Gets Closer to Warner Bros Merger · 21 Sep 2026 podcast

Wild card in all of this is what happens with oil prices. voice-verified

Crude prices actually pulled back at the end of last week and continue to pull back at the start of this week. voice-verified

But there's now a new shortage of oil tankers around the Strait of Hormuz. voice-verified

So even if the price of a barrel of oil comes down, the cost to deliver that oil could stay high because of shipping costs, which could keep the price of gas and diesel high, which could lead to elevated inflation. voice-verified

So as we enter into Q4, the two major themes. voice-verified

are what's gonna happen with the bond market and what's gonna happen to oil. voice-verified

I think those two things are gonna continue to dominate the headlines at least until we start earnings season in a few weeks. voice-verified

So we'll continue to keep an eye on all that along with everything else happening. voice-verified

So definitely get subscribed to the podcast if you haven't already, especially with everything going on right now. voice-verified

And tune in every day to stay in the loop. voice-verified

Let's run through some headlines, starting with Novo Nordisk. voice-verified

The Danish pharma giant Novo Nisk. voice-verified

Novo Nordisk held a big investors event this morning and basically laid out their plans for life after Ozempik and Weegavi. voice-verified

Remember, Novo invented the modern weight loss drug market with Ozempik, but now the market is dominated by Eli Lilly with their Manjaro and Zeppound drugs. voice-verified

And you can see the impact of Novo Nordisk losing their grip on the weight loss market. voice-verified

Novo's stock has dropped 27% in the last 12 months, while Eli Lilly's stock voice-verified

Has gone up over 50%. voice-verified

So the other problem for the company is their patents. voice-verified

Semi-glutide, which is the active ingredient in Ozempic and WeeGovy, starts losing patent protection in major markets over the next several years. voice-verified

In the US, that patent will expire in 2032, which will allow generic versions of Ozempic to hit the market. voice-verified

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