Worldwide Healthcare Trust

Semaglutide - not just for weight-loss ✅ Weight-loss injectables have shown to not only be revolutionary for weight-loss and controlling blood glucose for type 2 diabetics, but for an array of diseases, with significant outcomes; including a reduction in strokes, heart attacks and type 2 diabetes prevention. ✅ In the SELECT Trial, #semaglutide showed a 20% reduction in major cardiovascular events in over 17,000 adults with pre-existing cardiovascular conditions. ✅ Following the success of the trial, in March 2024 the #FDA approved the use of semaglutide to prevent heart events in patients with CVD and excess weight. #Healthcare #Obesity #SELECTTrial #GrowthPortfolio You can watch the AGM recording here 👉 https://lnkd.in/eZZw43zW September factsheet: WWH_Factsheet_September_2024.pdf Find out more here: https://lnkd.in/eRNN7UZ6 Investments involve risks. The value of investments and income derived from them may go down as well as up and you may not receive back all the money which you invest. Past performance is no guarantee of future performance.

Edison's Uncovering Trusts podcast 🎙️ In our latest episode, Milosz Papst, director of investment trusts at Edison, discusses the Worldwide Healthcare Trust (WWH) – a specialist #investment #trust that invests in the global healthcare sector, with the objective of achieving a high level of capital growth. He explores the broader investment backdrop for the #healthcare and #biotech sectors, elaborates on WWH’s stock selection process, its longstanding overweight exposure to biotech and its underweight allocation to #pharma #stocks. He also covers WWH’s discount control mechanism, long-term performance, and dividend policy. Stay tuned for our upcoming in-depth thematic piece on healthcare-focused investment trusts, coming soon. Listen on your podcast platform of choice 👇🏼 Apple Podcasts: https://lnkd.in/e-zhhPan Spotify: https://lnkd.in/dEi6ep6e Zencastr: https://lnkd.in/dbAz8wJH #WWH #LSE Will Manuel #podcast #equities #investmentcompanies

The biggest fundamental driver in the sector... obesity 📈 (part 2) We are seeing the global rollouts of weight-loss drugs, primarily being driven by the United States. Why? Every single dose of #Wegovy or #Zepbound that gets manufactured by Novo Nordisk and Eli Lilly and Company gets immediately sold. The demand for the products is greater than the speed that these companies can supply them. #Obesity #GrowthPortfolio #Innovation You can watch the AGM recording here 👉 https://lnkd.in/eZZw43zW September factsheet: WWH_Factsheet_September_2024.pdf Find out more here: https://lnkd.in/eRNN7UZ6 Investments involve risks. The value of investments and income derived from them may go down as well as up and you may not receive back all the money which you invest. Past performance is no guarantee of future performance.

'Fortunately, one of my longest-held investment trusts, Worldwide Healthcare Ord, means I don't need to understand the science; the fund managers Sven Borho and Trevor Polischuk, Ph.D., M.B.A. can look after that for me.' Ian Cowie for interactive investor explaining how he is investing in the weight-loss drug boom👇 Investments involve risks. The value of investments and income derived from them may go down as well as up and you may not receive back all the money which you invest. Past performance is no guarantee of future performance.

The biggest fundamental driver in the sector... obesity 📈 (part 1) When we meet with investors, the majority ask about the block-busting obesity drugs, and with good reason too. These drugs are transformative: for therapeutics innovation, revenue impact for the industry, and transformative for their consumers. We believe these will become the largest selling drugs in the industry. Looking at the sales potential, the key question is: will this market be $100 billion or $200 billion in 2030+? #Obesity #GrowthPortfolio #Innovation You can watch the AGM recording here 👉 https://lnkd.in/eZZw43zW September factsheet: WWH_Factsheet_September_2024.pdf Find out more here: https://lnkd.in/eRNN7UZ6 Investments involve risks. The value of investments and income derived from them may go down as well as up and you may not receive back all the money which you invest. Past performance is no guarantee of future performance.

''I like the fact that some of my life savings can help medical research through owning shares in Worldwide Healthcare Trust. That's another area where investors can help to change the world around them''. Ian Cowie speaking with the The Association of Investment Companies (AIC) on why he got into investing and what trusts he holds. Investments involve risks. The value of investments and income derived from them may go down as well as up and you may not receive back all the money which you invest. Past performance is no guarantee of future performance.

Worldwide Healthcare Trust - We continue to focus on fundamentals. September Factsheet 📰 - In September, the NAV per share total return was -6.3%, the share price total return was -5.6% and the MSCI World Health Care Index was -5.0%, on a net total return. - Whilst the #InterestRateCut of 50bps by the U.S. Federal Reserve boosted broad markets, it left healthcare stocks wanting, resulting in stark underperformance in the period. - Share price declines occurred across all healthcare subsectors in September. The lone exception was #China where healthcare stocks rallied more than 20%. ✅ The largest individual contributor in September was Vaxcyte as the vaccine maker debuted best-in-class data for the clinical stage pneumococcal vaccine. ❎ The largest detractor in the month was Novo Nordisk. Share price declines were in-line with the large cap peer group early in the month until new data was released mid-month for the company’s novel, oral CB-1 antagonist for obesity. Eli Lilly and Company was also a material detractor, mostly because of sizing within the portfolio as share price declines were only modestly more than the Benchmark. ❎ Finally of note were losses attributed to both AstraZeneca and Daiichi Sankyo US. - Looking ahead, as we approach the last quarter of the calendar year, the looming #USPresidentialElection stands as perhaps the largest catalyst remaining in 2024. #GrowthPortfolio #Healthcare September factsheet: WWH_Factsheet_September_2024.pdf Find out more here: https://lnkd.in/eRNN7UZ6 Investments involve risks. The value of investments and income derived from them may go down as well as up and you may not receive back all the money which you invest. Past performance is no guarantee of future performance.

Notable potential approvals - a strong start to the year with 24 novel approvals through Q2 2024. ✅ ✅ In July, the second Alzheimer's drug by Eli Lilly and Company, donanemab, was approved and we hope this pushes the Alzheimer's disease market into record territory. ✅Merck and Bristol Myers Squibb's approvals we're both acquisitions from #biotechnology companies in 2023, meaning they had a new drug to promote after making the acquisition. #MergersAndAcquisitions #Growth #Healthcare You can watch the AGM recording here 👉 https://lnkd.in/eZZw43zW August factsheet: https://lnkd.in/euSDzFT7 Find out more here: https://lnkd.in/eRNN7UZ6 Investments involve risks. The value of investments and income derived from them may go down as well as up and you may not receive back all the money which you invest. Past performance is no guarantee of future performance.

Another record year at the FDA 📈 While innovation is at a record high, so are drug approvals by the Food & Drug Association (FDA). Following a slight dip in 2022 due to changes within the FDA, 2023 was a record year with 67 drug approvals. This included notable approvals for 'block buster drugs' including: Leqembi, the first disease modifying drug for Alzheimer's from Eisai US and Biogen, Zepbound, the weight loss drug from Eli Lilly and Company, and gene therapy approvals from Sarepta Therapeutics and another from BioMarin Pharmaceutical Inc.. #Innovation #GrowthPortfolio #Healthcare You can watch the AGM recording here 👉 https://lnkd.in/eZZw43zW August factsheet: https://lnkd.in/euSDzFT7 Find out more here: https://lnkd.in/eRNN7UZ6 Investments involve risks. The value of investments and income derived from them may go down as well as up and you may not receive back all the money which you invest. Past performance is no guarantee of future performance.

How is performance in our M&A basket? (As of June 2024) Compared to the NBI, the broader NASDAQ Biotechnology Index, and XBI, the emerging biotechnology index, the WWH M&A basket by far out performed these biotechnology benchmarks with 35-40% outperformance. The M&A basket is the most actively managed part of our portfolio, with our analysts observing and altering the stocks in the basket once they have been acquired and replacing them. #Healthcare #Biotechnology #GrowthPortfolio You can watch the AGM recording here 👉 https://lnkd.in/eZZw43zW August factsheet: https://lnkd.in/euSDzFT7 Find out more here: https://lnkd.in/eRNN7UZ6 Investments involve risks. The value of investments and income derived from them may go down as well as up and you may not receive back all the money which you invest. Past performance is no guarantee of future performance.