The weight loss drug shaping-up as a gamechanger
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Nikki Thomas
Magellan Investment Partners
The world is awash with news that a drug designed to treat type 2 diabetes has also been approved to help achieve weight loss. Glucagon-like peptide 1 — or GLP-1 — is considered by some as a wonder drug and a new weapon in the public health battle against obesity. But what are the wider implications for the investment world?
In this episode of Magellan In The Know, I am joined by three Magellan Investment Analysts: Emma Henderson, Wilson Nghe and Tracey Wahlberg. Together we discuss the investment landscape surrounding GLP-1, looking at the pitfalls and potential financial benefits for sectors from healthcare, food retailing and restaurants to fashion, exploring which parts of the consumption landscape could be winners or losers.
At Magellan, we believe that successful investing is about finding, and owning for the long term, companies that can generate excess returns on capital for years to come. Learn more by visiting our website.
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Nikki Thomas rejoined Magellan in 2022 after an absence of four years during which time she worked as a global portfolio manager at Alphinity Investment Management. Nikki originally started at Magellan in 2007 as a Senior Research Analyst and was instrumental in setting up the Magellan Global Fund prior to its launch in July 2007. Over the following 11 years, she helped design the Magellan investment process, ran the Franchises team, was promoted to Portfolio Manager (2011), made Head of Research (2014) and managed a global ex-US strategy for US investors (2016). Before Magellan, Nikki spent 14 years in institutional stockbroking.
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2 funds mentioned
Nikki Thomas
Portfolio Manager
Magellan Investment Partners
Nikki Thomas rejoined Magellan in 2022 after an absence of four years during which time she worked as a global portfolio manager at Alphinity Investment Management. Nikki originally started at Magellan in 2007 as a Senior Research Analyst and...
Expertise
Nikki Thomas
Portfolio Manager
Magellan Investment Partners
Nikki Thomas rejoined Magellan in 2022 after an absence of four years during which time she worked as a global portfolio manager at Alphinity Investment Management. Nikki originally started at Magellan in 2007 as a Senior Research Analyst and...
Expertise
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