Trust Issues: the future of weight-loss drugs with BBH portfolio manager Paul Major

In this episode of Trust Issues, we speak to Paul Major, co-portfolio manager of Bellevue Healthcare, about GLP-1s, commonly known as weight-loss drugs, other innovation within healthcare and the outlook for the sector and smaller companies more broadly.

00:00 Introduction

00:23 What are GLP-1 drugs?

03:02 Why BBH doesn't invest in Novo Nordisk or Eli Lilly

09:12 How much risk does increased competition pose to incumbents?

12:25 What exposure does BBH have to this area?

13:54 What other healthcare innovations excite you?

15:41 What is the outlook for the small-cap and healthcare sectors?

17:36 Further information

18:05 Risk warning

Our latest note on BBH - https://www.trustintelligence.co.uk/investor/articles?fund_id=488

BBH website - https://www.bellevuehealthcaretrust.com/uk-en/pro/