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270: Your guide to Wegovy’s blockbuster heart study

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The Rise of Obesity in Healthcare

Jaro: One of the things we always talk about in healthcare is, you know, kind of the difference between a general investor interest in something versus kind of a specialist investor. And I wonder like, as a carlary to that question, where does obesity stand today sort of in the hype cycle versus AI these days? Jaro: Okay, it's similar to AI. This AI craze, I haven't seen anything like it in a while. So I still think it's kind of ahead of obesity because heck is just a much more well followed sector within the market than healthcare. But it's close. The vast majority of biotech is far too nichey.

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