Peak fat is here, and Goldman is right to be a buff bull about it.
The emergence of weight-loss medications, AI-powered drug discovery, genomic and regenerative medicine techniques such as gene and cell therapy, and advances in diagnostics for detection of diseases such as Alzheimer’s imply are markable pace of healthcare innovation that could significantly improve health outcomes and enable people to live better and longer lives.
While the primary goal of healthcare innovation remains raising care quality, these efforts could generate positive spillovers to the macroeconomy as well.