Weight Loss Drug Boom
US big pharma, including Ozempic maker Novo Nordisk, continue to make huge gains from the new generation of obesity drugs. But how do investors weigh up the potential of this industry?
We talk to Dr Deborah Lambie, global equity analyst at Milford Asset Management, about why these drugs have captured the world and the eye watering share price gains.
Dr Lambie doesn’t doubt the global opportunity this investment category presents, but there’s also the lengthy and expensive discovery phase, and price falls when the exclusivity period ends.
We also hear about the benefits of these drugs beyond weight loss, the availability in Australia and New Zealand, and getting exposure by investing in diversified funds versus direct stocks.
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Shared Lunch is hosted by BusinessDesk journalists including Frances Cook.
Each week, we’ll alternate between an interview with a company leader and an industry deep dive.
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Ok, now for the legal bit
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own.
Shared Lunch is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. It is not financial advice. Information provided is general only and current at the time it’s provided, and does not take into account your circumstances, objectives, or needs. We do not provide recommendations and you should always read the disclosure documents available from the product's issuer before making a financial decision. Our disclosure documents and terms and conditions—including a Target Market Determination and IDPS Guide for Sharesies Australian customers—can be found on our relevant Australian or NZ website.
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