CNBC Power Lunch – Tom Hulick on Pharma, GLP-1s & Consumer AI (9/22/26)

Tom Hulick, CEO of Strategy Asset Managers, sat down with CNBC's Power Lunch to discuss the GLP-1 weight loss space following Viking Therapeutics' positive trial data, and why Eli Lilly is currently one of his firm's top holdings. In his view, the GLP-1 sector may still have room to grow, and he pointed to the shift from injections to oral pills as a potential next phase of development for Lilly. Beyond Lilly, Tom discussed Johnson & Johnson as another pharma name the firm holds. He noted that upcoming patent cliffs are pushing the industry to invest in next-generation drugs in areas like cancer and neurology, which he believes could create opportunities across pharma and biotech in the years ahead. On the AI front, Tom discussed Meta's new consumer agent app, Muse, which he sees as a potential revenue opportunity for Meta. He views personal AI assistants as one way consumers are engaging with the broader AI ecosystem. _________________ The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. Nothing discussed in this program constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Strategy Asset Managers, LLC is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Strategy Asset Managers, LLC and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Strategy Asset Managers, LLC unless a client service agreement is in place.