Here's How the New Weight Loss Drugs Could Change Everything | Odd Lots
发布时间 2023-08-17 09:59:26 来源
摘要
There's a new class of weight-loss drugs in town. GLP-1 medications including Ozempic, Wegovy and Mounjaro were created to treat diabetes but have since been found to suppress appetites and induce substantial weight loss. It's a big deal for the companies which make them, with shares of Novo Nordisk and Eli Lilly all soaring in recent weeks. But the drugs could end up having a much broader economic impact too. On this episode, we speak with James van Geelen of Citrinitas Capital, about the second-order effects of effective weight-loss drugs. He talks us through how he's evaluating the potential of the new meds and how he approaches possible 'mega-trends' like GLP-1 or AI.
Key insights from the pod:
Intro - 00:00
What are GLP-1 drugs? — 7:05
How to invest in a hype cycle — 15:03
How much do these drugs cost? — 19:35
What are other companies saying about them? — 21:15
How many people are taking these drugs today? — 28:23
Obesity trends in the US — 30:17
What about fast food companies? — 33:15
The economic impact of obesity — 39:20
What are the impacts on insurance and other benefits? — 44:02
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