Neal Kaufman, Vice President at Baron Funds, joins to discuss the evolving landscape of healthcare investing. He delves into the defensive nature of healthcare stocks amid market volatility, highlighting the promising outlook for biotech and life sciences. The rise of GLP-1 medications is examined, revealing financial opportunities and competitive challenges. Kaufman also explores AI's revolutionary role in diagnostic imaging and robotic surgeries, and examines how upcoming elections might influence drug pricing policies and Medicare Advantage.
