Actively Speaking Podcast

The GLP-1 Revolution

March 14, 2024 Epoch Investment Partners Episode 43
Actively Speaking Podcast
The GLP-1 Revolution
Show Notes

In 2023 we saw the explosion in popularity of drugs to treat obesity, known as GLP-1s and attractive returns for their manufacturers. With the popularity showing no signs of diminishing in 2024, Quality Capital Reinvestment Analyst Tim Wengerd, who covers health care companies, joins to discuss the implications for investors. Looking beyond health care, Tim and Steve also explore what other types of companies may be impacted by the wide use of GLP-1s.