Votes & Verdicts

The US Supreme Court this month refused to consider Apple’s appeal in an antitrust suit challenging its App Store. In this Votes & Verdicts episode, NYU Law Professor Harry First and Bloomberg Intelligence analysts Jennifer Rie, Anurag Rana and Tamlin Bason discuss the Epic Games v. Apple litigation and other antitrust risks Apple is facing in the US and the EU. They also look at Apple’s plans...

Bloomberg Intelligence analysts Elliott Stein and Nathan Dean hosted Veda Partners Director of Economic Policy Research Henrietta Treyz and BTIG Director of Policy Research Isaac Boltansky to discuss their views on policies, impacts and outcomes in Washington over the coming year in this episode of the BI Votes and Verdicts podcast. Their conversation ranges from the anticipated rematch between Pr...

The Biden administration proposes to expand the march-in framework to include price as a factor in determining that a drug isn’t accessible to the public. March-in rights allow the US government to license to another entity patents covering inventions developed with the help of taxpayer dollars and could apply to a handful of drugs. Dr. Aaron Kesselheim of the Harvard Medical School joins Bloomber...

Meta faces litigation and policy risks across the EU and the US. In this episode of the Votes and Verdicts podcast, BI analysts from the tech and litigation & government teams — Jennifer Rie, Tamlin Bason and Matt Schettenhelm — give an overview of material legal issues for Meta investors to monitor. See omnystudio.com/listener for privacy information.

Proposed changes at the US Federal Trade Commission and the Department of Justice to the rules and guidelines applicable to mergers and acquisitions may have a significant impact, making filing and completing M&A more difficult, burdensome and time-consuming. BI litigation analyst Jennifer Rie is joined by Morten Skroejer, senior director for technology competition policy at the Software &...

Apple facing an import ban on its watches, a key hearing in Disney v. Florida and a Novo Nordisk claim construction hearing in a $98 billion patent suit to block Mylan’s copy of weight-loss drug Wegovy are key December catalysts to watch. This Bloomberg Intelligence litigation and policy outlook episode, hosted by financials litigation analyst Elliott Stein, gathered the team to discuss these and...

Johnson & Johnson, facing tens of thousands of lawsuits over allegations its talcum powder causes cancer, has twice attempted to use bankruptcy proceedings to reach global resolution of cases, and twice has failed. Will a potential third bankruptcy attempt by its unit bear different results? 3M, which faced hundreds of thousands of lawsuits over allegedly defective earplugs, attempted and fail...

Antitrust trials against Google, a court ruling on Meta’s use of teen data and Pegasystems’ Nov. 15 appeal argument to reduce Appan’s $2 billion jury award are key November catalysts to watch. This Bloomberg Intelligence litigation and policy outlook episode, hosted by financials litigation analyst Elliott Stein, gathered the team to discuss these and other catalysts. the trial ends in the DOJ’s s...

Bloomberg Intelligence analysts Elliott Stein and Nathan Dean hosted consumer finance lawyer Alan Kaplinsky of Ballard Spahr to discuss the Consumer Financial Protection Bureau’s past, present and future. The conversation included a discussion of the CFPB’s history, its impact on consumer finance companies, how its directors over time have differed, and the pending Supreme Court case challenging t...

Prescription drug negotiation provisions under the Inflation Reduction Act will lower prices on high-cost drugs for the Medicare population, but will it lead to higher or lower expenses on the commercial market? Time will tell, according to Jeff Levin-Scherz, assistant professor at the Harvard T.H. Chan School of Public Health, and Population Health Leader in the Health Management Practice at WTW....

Much has been said about companies facing the so-called nuclear verdict in personal injury cases. In this Votes and Verdicts podcast episode, Joseph Fantini, attorney and mass tort expert joins Bloomberg Intelligence litigation analyst Holly Froum to discuss some of the major mass torts facing consumer and industrial companies including Johnson & Johnson Consumer’s Tylenol-autism lawsuits, wee...

A ruling by Oct. 1 in litigation challenging Medicare drug-negotiation provisions under the Inflation Reduction Act, an Oct. 3 Supreme Court argument on the CFPB’s constitutionality and the Department of Justice’s case against the JetBlue-Spirit M&A on Oct. 16 are key catalysts to watch next month. This Bloomberg Intelligence litigation and policy outlook episode of the Votes and Verdicts podc...

In this follow-up to a March Votes and Verdicts episode about the biggest technology-regulation questions, Bloomberg Intelligene analysts Tamlin Bason and Matt Schettenhelm tackle the issue of artificial intelligence regulation in the US and EU. BI analyst Mandeep Singh joins the podcast to outline the key business models and opportunities tied to AI, as Bason and Schettenhelm walk through how reg...

The Federal Trade Commission’s approach to merger enforcement in the pharmaceutical and biotech industry has become increasingly aggressive. In this episode of the Votes and Verdicts podcast, Goodwin Procter’s Arman Oruc, co-chair of the company’s antitrust and competition practice, and Bloomberg Intelligence biotech analyst Marc Engelsgjerd join host and BI antitrust litigation analyst Jennifer R...

Medicare is prohibited from covering weight loss medications, but recent data showing potential positive health effects could increase pressure on US policymakers to change the law. The cost of removing the prohibition and the potential savings in overall health spending will be important information for Congress to consider before passing any legislation, according to Bill Hoagland, senior vice p...

A DOJ antitrust trial v. Google, next steps in the government’s drug-negotiation process under the Inflation Reduction Act and 3M’s PFAS and earplug litigation settlements are key September catalysts to watch. This Bloomberg Intelligence litigation and policy outlook episode, hosted by analyst Elliott Stein, gathered the team to discuss these and other catalysts. In tech, an appeals court decision...

Though the 2024 US elections are still over a year away, forthcoming GOP debates will provide insight on what the elections could mean for markets and policies. In this Votes and Verdicts podcast episode, James Maloney, founding member and Managing Partner of Tiger Hill Partners, a DC-based government-relations company, joins Bloomberg Intelligence Senior Policy Analyst Nathan Dean for a discussio...

DOJ’s antitrust case v. Google, new bank-capital and internet-ad rules and a 3M earplug trial appeal are key 2H catalysts to watch. This Bloomberg Intelligence litigation and policy outlook episode, hosted by financials litigation analyst Elliott Stein, gathered the team to discuss these and other catalysts. In tech, the Microsoft-Activision M&A will probably close, despite a possible pending...

The prescription drug negotiation provisions in the Inflation Reduction Act grant the Medicare agency significant regulatory authority to lower prices for high-expenditure drugs, but there’s a high degree of uncertainty as to how the law will impact generic and biosimilar competition, according to Craig Burton, senior vice president of the Association for Accessible Medicines. Burton joins Bloombe...

Litigation risks continue for manufacturers of PFAS, including 3M, DuPont, Chemours and others, despite 3M’s proposed class action settlement announced in June for $10.5-$12.5 billion and DuPont and Chemours’ deal for $1.2 billion. In this Votes and Verdicts podcast episode, leading remediation technology expert Scott Wilson of Regenesis, a global leader in environmental technology, joins Bloomber...

A major legal hurdle -- the First Amendment – stands between lawmakers’ rhetoric and the reality of a TikTok ban. The app’s rocky congressional hearing in March led some Wall Street analysts to set the chances of a US ban at 80% or higher. In this episode of Votes and Verdicts, Jameel Jaffer, Executive Director of the Knight First Amendment Institute at Columbia University, and a leading US free-s...

Artificial intelligence regulations, a 3M PFAS contamination trial and FTC antitrust review of Pfizer-Seagen are likely be headline topics in June. This Bloomberg Intelligence litigation and policy outlook episode, hosted by financials litigation senior analyst Elliott Stein, gathers the team to discuss these and other catalysts: Duane Wright on the debt ceiling deal and the Medicaid renewal impac...

There’s been a shift in investing behavior in the energy space, along with a challenging infrastructure environment. In this Votes and Verdicts podcast episode, Adamantine Energy Director of Sustainable Investment Katie Bays joins Bloomberg Intelligence analyst Brandon Barnes for an in-depth discussion about investing in the energy transition. Bays also talks about permitting reform, electrolyzers...

The prescription drug negotiation provisions in the Inflation Reduction Act fulfill a long-standing policy goal for Democrats and grant the Medicare agency significant regulatory authority to lower prices for high-expenditure drugs, according to Margaux Hall, a partner in the health-care regulatory group at Ropes & Gray. Hall joins Bloomberg Intelligence analysts Duane Wright and Letitia Walke...

The current debt-ceiling talks are part of a broader effort needed by policymakers to address Washington’s fiscal climate that should include entitlement spending, according to Bill Hoagland, senior vice president for the Bipartisan Policy Center. Hoagland joins Bloomberg Intelligence analysts Duane Wright and Nathan Dean on this episode of the Votes and Verdicts podcast to discuss the debt limit,...