Over the past year, there’s been a huge demand for diabetes drugs that also promote weight loss. And now, a promising clinical trial of an experimental Alzheimer’s drug could be the next frontier. Today we ask how much of an impact could these developments have on the overall healthcare sector? And what are some of the regional stories at play? Portfolio manager Alex Gold joins us today from London. Alex manages Fidelity Global Health Care Fund for Canadian investors, and today will look at the latest trends and opportunities in the global healthcare sector, including unpacking some of the key themes on his radar for the second half of 2023. Alex also answers how politics and lobbying may influence health care, and how much of a role tech plays into global health care trends, among other topics today, with host Pamela Ritchie.
Recorded on May 9, 2023.
Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript-podcast-fidelityconnects-gold-may9.pdf
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