Rob and Jacob take a step back from the nitty-gritty of geopolitics and markets to talk about the boom in biotech stocks related to GLP-1s. They explore whether people are getting more health conscious or not, and what that might mean for the future of the biotech industry.

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Timestamps:

(00:00) - Intro

(01:45) - GLP-1s and Ozempic

(10:50) - Health consciousness

(28:45) - Individualized healthcare

(37:25)-end - The future of biotech

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CI Site: cognitive.investments

Jacob Site: jacobshapiro.com

Jacob Twitter: x.com/JacobShap

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Disclaimer: Cognitive Investments LLC (“Cognitive Investments”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Cognitive Investments and its representatives are properly licensed or exempt from licensure.

The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor’s particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisor

#215 - The Ozempic Boom and the Future of Biotech

The Jacob Shapiro Podcast

#215 - The Ozempic Boom and the Future of Biotech