Unseen Upside: Investments Beyond Their Returns

S4:EP4 Appetite for Change: The Obesity Epidemic Meets Biotech


Listen Later

Obesity is a global health crisis, with over 650 million adults affected worldwide. This drives massive economic and disease burdens. Yet new treatment options like GLP-1 drugs offer hope. This episode analyzes the investment landscape and future of obesity therapeutics, focusing on transformational GLP-1 drugs like Ozempic that curb appetite. Join us as we investigate the promise and challenges of emerging anti-obesity drugs, learn about one patient’s journey taking them, and discover what the future of weight loss medicine could look like. You'll hear from leaders in the space as well as a current patient taking these medications. Guests include:

  • Rod Wong, Founder, Managing Partner, and Chief Investment Officer at RTW Investments
  • Raymond Stevens, Ph.D., Chief Executive Officer at Structure Therapeutics
  • Dean Dimizas, Partner and Managing Director at Cambridge Associates
  • Kathleen Mikaelian, Patient

    Unseen Upside: Investments Beyond Their Returns is developed in partnership with PRX, an award-winning podcast media company. Cambridge Associates is a global investment firm that works with endowments, foundations, healthcare systems, pension plans, and private clients to implement and manage custom investment portfolios that aim to generate outperformance and maximize their impact on the world. Cambridge Associates delivers a range of portfolio management services, including outsourced CIO, non-discretionary portfolio management, staff extension, and asset class mandates.

    ...more
    View all episodesView all episodes
    Download on the App Store

    Unseen Upside: Investments Beyond Their ReturnsBy Cambridge Associates

    • 5
    • 5
    • 5
    • 5
    • 5

    5

    71 ratings


    More shows like Unseen Upside: Investments Beyond Their Returns

    View all
    Freakonomics Radio by Freakonomics Radio + Stitcher

    Freakonomics Radio

    32,073 Listeners

    Economist Podcasts by The Economist

    Economist Podcasts

    4,175 Listeners

    Exchanges by Goldman Sachs

    Exchanges

    956 Listeners

    Masters in Business by Bloomberg

    Masters in Business

    2,171 Listeners

    Odd Lots by Bloomberg

    Odd Lots

    1,952 Listeners

    Notes on the Week Ahead by Dr. David Kelly

    Notes on the Week Ahead

    195 Listeners

    The Daily by The New York Times

    The Daily

    112,321 Listeners

    Capital Allocators – Inside the Institutional Investment Industry by Ted Seides – Allocator and Asset Management Expert

    Capital Allocators – Inside the Institutional Investment Industry

    791 Listeners

    Eye On The Market by Michael Cembalest

    Eye On The Market

    290 Listeners

    FT News Briefing by Financial Times

    FT News Briefing

    639 Listeners

    The Journal. by The Wall Street Journal & Spotify Studios

    The Journal.

    6,066 Listeners

    Dry Powder: The Private Equity Podcast by Hugh MacArthur, Bain & Company

    Dry Powder: The Private Equity Podcast

    144 Listeners

    All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

    All-In with Chamath, Jason, Sacks & Friedberg

    10,017 Listeners

    Business Breakdowns by Colossus | Investing & Business Podcasts

    Business Breakdowns

    350 Listeners

    Unhedged by Financial Times & Pushkin Industries

    Unhedged

    185 Listeners