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Weight Loss Drug Boom

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. 

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.

Brought to you by Sharesies, with BusinessDesk

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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