Stocks Neat
Stocks Neat
Forager Funds
Magic Pills - How New Weight Loss Drugs are Changing Society and the Stock Market
30 minutes Posted Aug 30, 2023 at 2:00 am.
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Show notes

In the latest episode of Stocks Neat, Steve and Gareth discuss the recent news surrounding the GLP-1 inhibitor drugs taking the world - and stock markets - by storm. Originally used to treat Type-2 diabetes, clinical trials have shown GLP-1 drugs may be highly effective in causing weight loss. While the most common form of the drug requires regular injections, Steve believes that the forthcoming oral version could be a "game changer" for the future of health. 

But are GLP-1's really a magic pill for weight loss? And how do we think about the future of portfolio companies like ResMed or Viva Leisure in light of this news? Listen to the podcast to find out.