Helseinvesteringer med Benedicte Bakke og Rune Sand

I denne episoden er Benedicte Bakke og Rune Sand tilbake i studio. De forvalter fondene DNB Health Care og DNB Bioteknologi. Benedicte og Rune gir en oppdatering på utviklingen i den globale helsesektoren, inkludert prising og oppkjøpsaktivitet. De forklarer også hvordan Robert F. Kennedy jr. påvirker det amerikanske helsesystemet, endringer i toppledelsen hos Novo Nordisk, markedet for fedmemedisiner og trekker frem et par aksjecase fra porteføljen.Episoden ble spilt inn onsdag 18. juni 2025Programleder: Marius Brun Haugen, DNB Wealth Management Investment OfficeProdusent: Kim-André Farago, DNB Wealth Management Investment Office Hosted on Acast. See acast.com/privacy for more information.

Episode metadata supplied by the publisher feed · Published Jul 19, 2025

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Helseinvesteringer med Benedicte Bakke og Rune Sand

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