Mizuho’s Holz on weight loss drugs: Lilly and Novo Nordisk are in excellent shape fundamentally

Jared Holz, Mizuho healthcare strategist, joins ‘Squawk on the Street’ to discuss whether the conversation around healthcare will change much relative to last year, whether M&A will be a part of the playbook for Merck and Biogen, and the prospect for weight-loss drugs this year.