Big Take

Shares of Novo Nordisk were down Thursday morning after Hims & Hers introduced a compounded version of its Wegovy pill. The dip came two days after Novo predicted its sales could drop as much as 13% this year as the company factors in competition from generic drugs that could crop up as its patents expire around the world.
On today’s Big Take podcast, Bloomberg reporters Naomi Kresge and Amber Tong talk to host David Gura about the year ahead for weight-loss drugs, from compounded products cutting into leading companies’ market share to generics that could upend the market globally.
Read more: Generic Ozempic Makers Are Coming to Upend the Obesity Market
Further listening:
Welcome To Ozempictown, USA (No, It’s Not Hollywood)
Cheap Ozempic Copycats Are Everywhere. Are They Safe?
Hosted by David Gura; Produced by David Fox and Rachael Lewis-Krisky; Reported by Amber Tong and Naomi Kresge; Edited by Aaron Edwards.
Fact-checking by Eleanor Harrison-Dengate; Engineering by Alex Sugiura.
Senior Producer: Naomi Shavin; Deputy Executive Producer: Julia Weaver. Executive Producer: Nicole Beemsterboer.
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AI anxiety is coursing through the stock market right now. From Tuesday’s global selloff in software and technology stocks to last week’s $381 billion Microsoft rout, investors are skittish over any sign of an AI bubble.
On today’s Big Take podcast, Bloomberg Big Tech editor Sarah Frier joins host Sarah Holder to discuss the coming AI reckoning and why pressure is building on tech companies to prove all their AI investments will pay off big — and soon.
Hosted by Sarah Holder; Produced by David Fox; Reported by Sarah Frier; Edited by Tracey Samuelson.
Fact-checking by Rachael Lewis-Krisky and Eleanor Harrison-Dengate; Engineering by Katie McMurran and Alex Sugiura.
Senior Producer: Naomi Shavin; Deputy Executive Producer: Julia Weaver. Executive Producer: Nicole Beemsterboer.
See omnystudio.com/listener for privacy information.

Four years after Thailand became the first country in Asia to decriminalize cannabis, its booming market is at a crossroads. Initial high hopes for a tourism surge and a billion-dollar industry have been replaced by an oversupply of shops and a fierce public backlash.
On today’s Big Take Asia Podcast, host K. Oanh Ha talks to Bloomberg’s Patpicha Tanakasempipat about what went wrong and whether the industry can weather a political firestorm.
Read more: Weed Backlash Grows in Thailand as Kids Turn to Cannabis

Hosted by K. Oanh Ha; Produced by Yang Yang, Naomi Ng; Reported by Patpicha Tanakasempipat; Edited by Paddy Hirsch, Julia Weaver
Fact-checking by Eleanor Harrison-Dengate; Engineering by Taka Yasuzawa
Senior Producer Naomi Shavin; Deputy Executive Producer Julia Weaver; Executive Producer Nicole Beemsterboer
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We at the Big Take Podcast are sharing the audio of Bloomberg's interview with Disney Chairman James Gorman. Bloomberg's Ed Ludlow interviewed Gorman Tuesday morning to discuss the selection of Josh D’Amaro as the new chief executive officer of the entertainment giant and the future outlook for Disney in the market.
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The Department of Justice released another batch of documents from the so-called Epstein Files on Friday. It brings the total number of pages the DOJ has made public since December to nearly 3.5 million.
On today’s Big Take, host David Gura is joined by Bloomberg investigative reporter and podcast host Jason Leopold to discuss what was and wasn’t in the latest document release — and what we’ve learned about Epstein and his business connections.
Further listening:
Jason’s Disclosure podcast
What to Expect in the DOJ Epstein Files Release
Hosted by David Gura; Produced by Julia Press; Reported by Jason Leopold; Edited by Jeff Grocott.
Fact-checking by David Fox and Rachael Lewis-Krisky; Engineering by Alex Sugiura.
Senior Producer: Naomi Shavin; Deputy Executive Producer: Julia Weaver. Executive Producer: Nicole Beemsterboer.
See omnystudio.com/listener for privacy information.