’Magellan - In The Know’, is our monthly investment podcast, dropping on the last Tuesday of every month. Since inception in August 2020, we’ve been bringing you timely, thought-provoking insights to help you navigate today’s investment landscape. From deep dives into the latest macroeconomic and geopolitical issues, to our analysis on sectors and stocks in global markets. Join Magellan as we engage with industry experts, CEOs, and our investment team, offering deep analyses on macroeconomic trends, geopolitical issues, global markets, and more. Magellan - Experts in global investing. For more information visit: www.magellangroup.com.au and sign up to our regular investment insights programme.
Episodes
Wednesday Dec 20, 2023
Wednesday Dec 20, 2023
In this special 15 minute episode of Magellan In The Know, Portfolio Manager Nikki Thomas is joined by Investment Analyst Wilson Nghe, providing an update on GLP-1 following our recent episode on the weight loss wonder drug. Recently returned from the US, Wilson spoke with commercial players and policy makers on how they will approach reimbursements, which could be one of the biggest drivers to accelerate demand. They also discuss the future of care delivery in the US healthcare system.
Listen below to the full episode
Ep. 40 The weight loss drug shaping-up as a gamechanger