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26 June 2024 | 2:10 PM - 3:00 PM

Weighing the Future of Obesity Drugs and Their Impact Across Industries

A new class of weight-loss and obesity drugs has shown to be highly effective at promoting a sense of fullness and may play a role in treating addictions to substances and behaviors. Concern swirls in the market about the sudden potential vulnerabilities this introduces to other industries, such as food-packaging companies, beverage companies, and tobacco companies. Other industries could be impacted, too, such as insurance. How much is hype versus hard evidence?

Speakers

Investment Manager, Partner

Julia Angeles

Investment Manager, Partner
Baillie Gifford
Strategist

Robby Greengold

Strategist
Morningstar Research Services LLC
CEO & Chief Investment Officer

Gentry Lee

CEO & Chief Investment Officer
Fayez Sarofim & Co.

Debra Netschert

Jennison Investments