Novo Nordisk's weight loss elixir trims cardiovascular risk by 20%
09 August 2023
Novo Nordisk's Wegovy is causing ripples in the healthcare industry. By safeguarding heart health, the drug is propelling a bold shift in obesity treatments and beyond.
Bottom line
Wegovy's heart-protective effects, revealed in a large international study, could reshape obesity treatments and lead to insurance coverage, benefiting Novo Nordisk (part of our Biotech360 strategy).
Novo Nordisk and Lilly's recent breakthroughs in cardiovascular and liver conditions, while boosting their stock values, have triggered significant sell-offs in the healthcare sector due to the perceived impact on chronic disease markets.
While we applaud progress against obesity, uncertainties still linger about long-term drug adherence to weight-loss medications and their repercussions. We believe that the influence of these drugs on the medical device sector is misconstrued, and this unwarranted market decline represents a favorable entry opportunity in some stocks, such as Shockwave Medical and Dexcom (both in our Bionics strategy).
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