Webcast
UBS Exclusive Webcast: Investing in the Fight Against Obesity
Weight loss treatments have recently seen huge breakthroughs with the rise of GLP-1 drugs such as Ozempic and Wegovy. As more than one billion people living with obesity-related conditions seek to improve their lives, investors now have an ETF opportunity to invest directly in the burgeoning weight loss drug market expected to reach $100bn of annual sales by 2030.
June 12, 2024
10am PT | 1pm ET
Register
Summary:
Topics covered will include:
- Why the obesity epidemic could affect up to 2bn individuals globally without intervention.
- How obesity is the root cause of chronic diseases and extends into the 200 associated diseases.
- How innovation like GLP-1 based weight loss drugs are revolutionizing the space and keep pushing boundaries.
- Why we believe investing in the space requires domain expertise and experience.
- How Tema has positioned the leading Obesity & Cardiometabolic ETF HRTS.
Speakers:
David Song, Investment Partner, has led biotechnology and healthcare investment teams throughout his extensive 25-year career at Rockefeller Capital Management, Millennium and Balyasny. He studied Economics and Biochemistry at Yale, is a medical doctor and has a PhD in Applied Economics from Wharton.
Yuri spent over a decade at Majedie Asset Management managing UK and Global portfolios. As co-manager of the Majedie UK Income Fund, he helped build the fund from start-up stage to one of the best performing funds in the sector raising several billion in assets. He later set up his own long-only fund and sits on the board of a private Scandinavian biotechnology company. He holds degrees in Economics from University of Cambridge and LSE (distinction), as well as a degree in Bioscience Enterprise from University of Cambridge. Yuri is a CFA charter holder.
Risk Information
Carefully consider the Fund’s investment objectives, risk factors, charges and expenses before investing. This and additional information can be found in the Fund’s prospectus or summary prospectus, which may be obtained by visiting www.temaetfs.com.
Read the prospectus carefully before investing.
On 07/01/2024 the Tema Obesity & Cardiometabolic ETF was renamed Tema GLP-1, Obesity & Cardiometabolic ETF. Investing involves risk including possible loss of principal. There is no guarantee the adviser’s investment strategy will be successful.
Industry Concentration Risk: Because the Fund's assets will be concentrated in an industry or group of industries, the Fund is subject to loss due to adverse occurrences that may affect that industry or group of industries.
Biotechnology Industry Risk: The biotechnology industry can be significantly affected by patent considerations, including the termination of patent protections for products, intense competition both domestically and internationally, rapid technological change and obsolescence, government regulation and expensive insurance costs due to the risk of product liability lawsuits. In addition, the biotechnology industry is an emerging growth industry, and therefore biotechnology companies may be thinly capitalized and more volatile than companies with greater capitalizations.
Sector Focus Risk: Obesity and Cardiology companies are highly dependent on the development, procurement and marketing of drugs and the protection and exploitation of intellectual property rights. A company’s valuation can also be greatly affected if one of its products is proven or alleged to be unsafe, ineffective or unprofitable. The stock prices of Obesity and Cardiology companies have been and will likely continue to be very volatile. The costs associated with developing new drugs can be significant, and the results are unpredictable.
Newly developed drugs may be susceptible to product obsolescence due to intense competition from new products and less costly generic products. Moreover, the process for obtaining regulatory approval by the U.S. Food and Drug Administration or other governmental regulatory authorities is long and costly and there can be no assurance that the necessary approvals will be obtained or maintained. Companies in the medical equipment industry group may be affected by the expiration of patents, litigation based on product liability, industry competition, product obsolescence and regulatory approvals, among other factors.
Investing in foreign and emerging markets involves risks relating to political, economic, or regulatory conditions not associated with investments in U.S. securities and instruments. In addition, the fund is exposed to currency risk.
Because the Funds evaluate ESG factors to assess and exclude certain investments for non-financial reasons, the Funds may forego some market opportunities available to funds that do not use these ESG factors.
Tema Global Limited serves as the investment adviser to Tema GLP-1, Obesity & Cardiometabolic ETF (the “Fund”), and NEOS Investments, LLC serves as a sub adviser to the Fund. The Fund is distributed by Foreside Fund Services LLC, which is not affiliated with Tema Global Limited nor NEOS Investments, LLC. Check the background of Foreside on FINRA’s BrokerCheck.