Leifbridge Podcast

The Investment Opportunity in Healthcare

00:00
00:00
25:58
https://shardcapital.com/wp-content/uploads/2024/05/The-Opportunity-in-Healthcare.mp3
Truemuzic
New York Vibe

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 👇🏼

https://shardcapital.com/wp-content/uploads/2024/05/The-Opportunity-in-Healthcare.mp3
Truemuzic
New York Vibe