US big pharma, including Ozempic maker Novo Nordisk, continue to make huge gains from the new generation of obesity drugs. But how do investors weigh up the potential of this industry?     We talk to Dr Deborah Lambie, global equity analyst at Milford Asset Management, about why these drugs have captured the world and the eye watering share price gains.  We hear about the benefits of these drugs beyond weight loss, the availability in Australia and New Zealand, and getting exposure by investing in diversified funds versus direct stocks. Tell us how to improve Shared Lunch! Our survey for NZ participants only, takes just a few minutes and you can go in the draw to win one of six $50 Sharesies gifts. Terms and Conditions apply.    For more or to watch on youtube—check out http://linktr.ee/sharedlunch Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time. See omnystudio.com/listener for privacy information.