Author

@investseekers investseekers

grade Bx.com/investseekers ↗

Obsessive GLP-1/obesity-drug analyst tracking the Novo-vs-Lilly battleground in granular depth

Aggregates and analyzes the GLP-1 / obesity-drug space, synt

trader score
+0.02
hit rate
50%
mean α
+0.01%
signals 14d
122

Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.

Their picks, scored

Across their last 20 scored bets: 50% hit rate, +0.01% mean alpha, trader score +0.02. Their last-14d mentions, direction-adjusted, have moved +1.2% since posting (mean over 116 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-10-16NVO@investseekers+0.00Points to an updated tracker comparing two oral-obesity drug launches.+0.6%
2026-10-16LLY@investseekers+0.00Points to an updated tracker comparing two oral-obesity drug launches.+1.3%
2026-10-16NVO@investseekers-0.20IQVIA data show NVO prescriptions down 3.3% and LLY prescriptions up 3.9%.+0.6%
2026-10-16LLY@investseekers+0.25IQVIA data show NVO prescriptions down 3.3% and LLY prescriptions up 3.9%.+1.3%
2026-10-16NVO@investseekers+0.30Novo outlines India growth expectations, regulatory filings and portfolio expansion plans.+0.6%
2026-10-16NVO@investseekers+0.05EMA committee recommends approval of LLY's Foundayo before the final EC decision.+0.6%
2026-10-16LLY@investseekers+0.50EMA committee recommends approval of LLY's Foundayo before the final EC decision.+1.3%
2026-10-16NVO@investseekers+0.40CHMP recommends expanded indications and marketing authorization for named medicines.+0.6%
2026-10-16PFE@investseekers+0.40CHMP recommends expanded indications and marketing authorization for named medicines.+1.5%
2026-10-16AZN@investseekers+0.40CHMP recommends expanded indications and marketing authorization for named medicines.+3.7%
2026-10-16LLY@investseekers+0.50CHMP recommends expanded indications and marketing authorization for named medicines.+1.3%
2026-10-16NVO@investseekers+0.25Novo describes expanded sickle-cell efforts and healthcare collaboration in India.+0.6%
2026-10-16NVO@investseekers-0.15Survey data show NVO falling from first to third among attractive Danish employers.+0.6%
2026-10-16NVO@investseekers-0.30A U.S. man sued Novo alleging Ozempic caused permanent vision loss.+0.6%
2026-10-16NVO@investseekers+0.35Novo partners with Singlife and HMI Medical to expand obesity-care access in Singapore.+0.6%

Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.