Pedro Chacón Rojas @pedrochrojas: "🚨 Recent News Impacting Positions..."

Costa Rica

🚨 Recent News Impacting Positions in My Portfolio 🚨 $NOVO-B.CO (Novo Nordisk B A/S) Wegovy & Ozempic Under Scrutiny: The EMA has confirmed a rare but serious eye risk (NAION) tied to Novo Nordisk's Wegovy and Ozempic—estimated at 1 in 10,000 after one year of use. Novo will update drug labels but emphasizes benefits outweigh risks. I am monitoring the weight-loss drug sector closely, as this seems to be a booming market. 🤖 $Meta Eyes 10B+ Investment in Scale AI Meta may invest over 10B in Scale AI, a startup specializing in AI data labeling. Backed by Nvidia and Amazon, Scale AI is now valued at 14B and active in over 9,000 cities. This move could strengthen Meta’s AI training pipeline and deepen its competition with other tech giants. 📈 $NVO (Novo-Nordisk A/S SPONS ADR) Wegovy Prescriptions Surge Among U.S. Teens Teen usage of Wegovy has jumped 50% in 2024, reflecting rising trust in pharmaceutical support for adolescent obesity, which affects 1 in 4 teens. 🇪🇺 $UK100 $GER40 Europe's Outlook European stocks are projected to climb modestly by end-2025, with stronger gains in 2026. A massive €500B fiscal stimulus in Germany—including relaxed borrowing rules—has lifted investor confidence. But global trade tensions still cast some uncertainty over the pace of gains. I keep monitoring relevant events impacting positions in my portfolio and my macro thesis. Let me know what you think about this and how it may impact the companies. Pedro

4 Mentioned

NOVO-B.CO

Novo Nordisk B A/S

NVO

Novo-Nordisk A/S SPONS ADR

UK100

GER40

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