Welcome to Stocktails, your latest excuse to shake (not stir) up your investment ideas. Join former finance journalist Ally Selby and Minotaur Capital portfolio manager Armina Rosenberg (aka “Arms”) on their mission to make finance fun, approachable, and a little bit spicy.In each episode, we'll dive into the market’s hottest themes and try our hand at some mixology magic. In this episode, we're talking all about the world's obsession with weight loss drugs - the likes of GLP-1 injectables like Ozempic, Wegovy, and Mounjaro. If it feels like everyone is talking about GLP-1s, it’s because nearly 20 million people globally are now using them (that’s almost the population of Australia). Morgan Stanley thinks that number will hit 150 million by 2030, as the obesity drug market balloons towards a $150 billion opportunity.Novo Nordisk and Eli Lilly have so far been the main ways for investors to play the theme, with Novo inventing semaglutide (Ozempic/Wegovy) and turning Denmark into the toast of the pharma world. Then, Eli Lilly’s tirzepatide (Mounjaro/Zepbound) demonstrated it could produce better weight loss results and fewer side effects. Both were on a roll, with their share prices pushing eye-wateringly higher, before supply woes, generic competition, and pricing pressure started to heat up. Over the last 12 months, Novo Nordisk's share price has fallen 56%, while Eli Lilly is down around 15%. So, how should you invest in the world's growing obsession with weight loss?  You'll find out in this episode of Stocktails. Note: This video was recorded on 21 June 2025. Music:  https://www.youtube.com/watch?v=CTezt1LbpMUVideography: Robert ParkerEditing: Ally Selby, Robert Parker Disclaimer: The information in this podcast has been prepared by Minotaur. This information is for general education and entertainment purposes only and should not be relied upon as a basis for investment decisions. The Information is not intended to provide you with financial or tax advice and does not take into account your objectives, financial situation or needs. The Minotaur Global Opportunities Fund may maintain positions in securities discussed in this podcast. Although we believe that the Information is correct, no warranty of accuracy, reliability or completeness is given, except for liability under statute, which cannot be excluded.Minotaur Capital Management Pty Ltd (ABN 17 672 819 975) is a corporate authorised representative (CAR 1308265) of Minotaur Licensing Pty Ltd (ABN 86 674 743 198) (AFSL 557080). The Minotaur Global Opportunities Fund is issued by K2 Asset Management Ltd (ABN 95 085 445 094, AFSL 244393), a wholly owned subsidiary of K2 Asset Management Holdings Ltd (ABN 59 124 636 782).

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