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Golden era in health care

As health care industry is undergoing a profound transformation, what separates speculative science from drugs with true clinical and commercial potential in an era of innovation and evolving patient needs?

The game-changing potential of GLP-1 drugs

The introduction of GLP-1s could revolutionise health care. These drugs are not only effective in treating obesity but also have the potential to combat over 200 related diseases, promising significant long-term health savings and improved patient outcomes.

Beyond diabetes and obesity

While GLP-1 receptors are concentrated in the pancreas, evidence is growing that GLP-1 drugs can interact directly with GLP-1 receptors found in other organs.

Brain

May reduce alcohol cravings, and early evidence suggests a possible role in avoiding neurodegenerative diseases such as Alzheimer's and Parkinson's.

Liver

May reduce fat buildup in those with fatty liver disease.

Lungs        

May reduce inflammation in the lungs and other organs, although it's unclear how much of this is due to weight loss.

Kidneys

May preserve kidney function in those with chronic kidney disease.

Heart

May reduce inflammation in the heart and circulatory system.

Intestines

May speed the breakdown of fat cells to produce energy.

The ripple effects of GLP-1s

We believe we were early in understanding the promise of GLP-1s, below are just some of the ways GLP-1s have the potential to impact various sectors beyond healthcare.

Food and beverage

GLP-1s could shift consumer preferences towards healthier choices, impacting fast food and snack industries. Alcohol consumption may also decline as these drugs help combat addictive behaviours.

Insurance

Improved health outcomes could lower healthcare costs and claims, influencing health insurance premiums and policies.

Surgery

The demand for bariatric surgery may decrease, while eligibility for knee and hip surgeries could increase as patients achieve healthier weight.

Productivity and workforce

Healthier populations could lead to enhanced productivity, reduced absenteeism, and lower healthcare costs for employers, benefiting the overall economy.

Environment

Reduced food consumption and waste could positively impact sustainability goals and reduce the carbon footprint of food production and distribution.

How to get exposure to health care

Our approach to investing is truly global. With one of the most extensive and experienced buy-side global research engines in the industry, our investment teams discover investment opportunities you can be confident in.

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