Discover this podcast and so much more

Podcasts are free to enjoy without a subscription. We also offer ebooks, audiobooks, and so much more for just $11.99/month.

Healthy Returns: Identifying Future Winners Amid Rapid Medical Innovation

Healthy Returns: Identifying Future Winners Amid Rapid Medical Innovation

FromThe Outthinking Investor


Healthy Returns: Identifying Future Winners Amid Rapid Medical Innovation

FromThe Outthinking Investor

ratings:
Length:
24 minutes
Released:
Mar 19, 2024
Format:
Podcast episode

Description

Some medical breakthroughs come from unexpected sources. The origins of new weight-loss drugs such as Ozempic—known in the industry as GLP-1s—can be traced back to 2005, when they were introduced as a treatment for diabetes. Two decades later, these drugs have seemingly burst onto the medical scene, gaining notoriety for their ability to help people lose weight and the potential implications for a variety of other business sectors. This “Ozempic effect” serves as an important lesson for investors: Healthcare innovations often have a cascading impact on the economy and their portfolios. With the healthcare industry working overtime on the next big breakthrough, identifying future winners in the medical field will lead investors to new opportunities.  The Outthinking Investor gathered insights from experts in the healthcare space to dig deeper into the future of medical innovations and how consumer behavior could change with the rise of weight-loss drugs. Our guests in this episode are Daniel Matviyenko, Managing Director and Portfolio Manager for Jennison’s healthcare strategies; Scott Swanson, Principal and Credit Analyst at PGIM Fixed Income; and Tim Dall, a health economist and Executive Director at GlobalData.
Released:
Mar 19, 2024
Format:
Podcast episode

Titles in the series (31)

In this environment of uncertainty, it's more important than ever for investors to think outside the box. Welcome to The Outthinking Investor, an award-winning podcast from PGIM that examines past events, present-day opportunities, and future possibilities across global capital markets. In Season 4, hosted by Toby Ricketts, experts from PGIM and the investment world bring unique perspectives as we explore a fast-changing landscape of investment opportunities and risks. Join us as we take a deep dive into the portfolio implications of a changing world.