Disclaimer
Disclosure – Non-Independent Marketing Communication
This is a non-independent marketing communication commissioned by Bellevue Healthcare. The report has not been prepared in accordance with legal requirements designed to promote the independence of investment research and is not subject to any prohibition on the dealing ahead of the dissemination of investment research.
In this episode of Trust Issues, we speak to Paul Major, co-portfolio manager of Bellevue Healthcare (BBH), about GLP-1s, commonly known as weight-loss drugs, other innovation within healthcare and the outlook for the sector and smaller companies more broadly.
00:00 Introduction
00:23 What are GLP-1 drugs?
03:02 Why BBH doesn't invest in Novo Nordisk or Eli Lilly
09:12 How much risk does increased competition pose to incumbents?
12:25 What exposure does BBH have to this area?
13:54 What other healthcare innovations excite you?
15:41 What is the outlook for the small-cap and healthcare sectors?
17:36 Further information
18:05 Risk warning