Author

@investseekers 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
-0.65
hit rate
30%
mean α
-0.22%
signals 14d
124

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: 30% hit rate, -0.22% mean alpha, trader score -0.65. Their last-14d mentions, direction-adjusted, have moved -0.7% since posting (mean over 109 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-08-28LLY@investseekers+0.20Reports legal and enforcement actions against counterfeit weight-loss drugs.
2026-08-28NVO@investseekers+0.20Reports legal and enforcement actions against counterfeit weight-loss drugs.
2026-08-28LLY@investseekers+0.35Compares explicit weekly prescription volumes and obesity-market shares.
2026-08-28NVO@investseekers+0.35Compares explicit weekly prescription volumes and obesity-market shares.
2026-08-28LLY@investseekers+0.00Points to an updated visual tracking both oral obesity-drug launches.
2026-08-28NVO@investseekers+0.00Points to an updated visual tracking both oral obesity-drug launches.
2026-08-28LLY@investseekers+0.25Reports and compares new weekly prescription data for both drugs.
2026-08-28NVO@investseekers+0.35Reports and compares new weekly prescription data for both drugs.
2026-08-28LLY@investseekers+0.50FDA expanded Mounjaro's label to reduce major cardiovascular-event risk.
2026-08-28NVO@investseekers+0.25Reports Oral Wegovy launching in Germany on Tuesday.
2026-08-28LLY@investseekers+0.25GLP-1 adoption is framed as creating second-order opportunities across industries.
2026-08-28NVO@investseekers+0.25GLP-1 adoption is framed as creating second-order opportunities across industries.
2026-08-27LLY@investseekers-0.25Prescription data show Oral Wegovy far ahead despite faster Foundayo percentage growth.-0.1%
2026-08-27NVO@investseekers+0.45Prescription data show Oral Wegovy far ahead despite faster Foundayo percentage growth.-1.4%
2026-08-27NVO@investseekers+0.15ADR pricing implies a slightly positive Copenhagen open.-1.4%

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.