Weight loss drug boom—opportunities & risks

Shared Lunch

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.

We 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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Chapters

1. Weight loss drug boom—opportunities & risks (00:00:00)

2. Marker 01 (00:11:32)