How ‘diabesity drugs’ could change the investment landscape
Trial results from Eli Lilly add to a growing body of evidence that suggests GLP-1 drugs, which include treatments like Lilly’s Mounjaro and Novo Nordisk’s Wegovy, have medical benefits beyond diabetes and weight loss.
Tematica CIO Chris Versace explains how these so-called ‘diabesity drugs‘ could affect healthcare and why their impact, positive and negative, could not be known for some time. He also discusses the impact of oil prices on monetary policy and Netflix.
(AI Video Summary)
Fed's comments on inflation
In this IGTV interview, Angeline Ong and guest Chris Versace, Tematica's CIO, discuss how Fed comments, especially from Jerome Powell on inflation, reflect widely recognised concerns about inflationary pressures not abating. They emphasise the importance of interpreting data objectively to inform investments. The discussion also touches on oil's potential impact on inflation, with prices possibly swayed by geopolitical events and economic performance.
Netflix and Eli Lilly
The conversation covers the anticipation around Netflix’s earnings and the strategic focuses that could influence its stock value. Additionally, they explore Eli Lilly's advancements in weight loss drugs potentially aiding sleep apnea and address the growing interest in the obesity treatment market, highlighting the significance of drug side effects and delivery methods.
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