Leifbridge Podcast
The Investment Opportunity in Healthcare
In this week’s podcast, Neil Williams, Head of LeifBridge Investment Services, Ernst Knacke, Head of Investment Research, and Julian Wheeler, our in-house US-Equity Specialist discuss the impact of technology and innovation on healthcare costs, the role of artificial intelligence in drug and molecule discovery, and the valuation disparities between biotech and big pharma.
00:00 intro
00:36 Exploring Healthcare Investment Opportunities
00:59 The Value Proposition of Healthcare Investments
06:10 Innovation and AI in Healthcare
07:39 Addressing the Risks in Healthcare Sector Investments
09:35 Spotlight on Weight Loss Drugs and Market Dynamics
14:35 Diving into Specific Investment Opportunities
19:39 Broadening Healthcare Investment Strategies
23:30 Concluding Thoughts on Healthcare Investments
Listen in on the conversation below 👇🏼