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Jared Holz

Healthcare strategist, Mizuho Securities

Search every verified Jared Holz interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Jared Holz, healthcare strategist at Mizuho Securities, appeared on CNBC's "Fast Money" on October 22, 2026, to discuss the decline in Moderna's stock following the release of new cancer vaccine data. Holz said the data were "not bad at all" and attributed the drop to a high bar set by Wall Street expectations, noting the stock's significant run-up prior to the announcement. He also commented on the volatility of Moderna shares, describing it as a "do not trade type of stock" for many investors, while suggesting Merck was "somewhat compelling" for those bullish on the prospects. In the same appearance, Holz addressed broader trends in the pharmaceutical sector, stating that pharma stocks had become "more expensive than traditional large cap tech stocks" and describing the previous week as "very unprecedented." He also discussed AbbVie, saying the company had "solved a lot of its issues" but remained leveraged to two or three drugs, and expressed interest in seeing the company diversify away from Skyrizi and Rinvoq over the long term, particularly regarding its revenue base beyond 2030.

Recent appearances

Notable quotes

“I think the biggest piece that I can really identify is that on the injectable side, which is obviously the lion share of this market until the orals really get going, is only about 30 to 40%, depending on the day, right? So like already they're seeing their market share slip to about a third of the market. And then I think the unfortunate thing for them is that they've got two things going on. One, they've got this ”

“When you got one company growing very meaningfully in Eli Lily and really seeming to not be losing any momentum. If anything, the business is getting stronger. And on the other hand, you've got Novo Nordisk that for so many reasons is seeing revenue degradation already in just the third year where these obesity treatments have been on the market and FDA approved. So I think they're just going down two very distinct d”

“It's really interesting because when you look at both stocks specifically, the expectations around Lilly's oral orforglipron and then the oral Wegovy out of Novo Nordisk, the chasm between the two couldn't be bigger, right? You've got one company that's north of a trillion dollars in market cap predicated mainly on their GLP-1 drugs... Then you've got Novo Nordisk, which is trading close to a 5-year low. So the expec”

“I've been keeping a really close eye on the development of the oral pills for obesity just given the fact that the category, the broader GLP-1 category, is expected to be north of 100 billion, right? And we know that the orals are going to have a big piece of that. I think when you go back and you kind of consider some of the data sets that we've seen out of Novo Nordisk, out of Eli Lilly and others, it's been spotty”

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