Author
@KontraInvest KontraInvest
grade Ax.com/KontraInvest ↗
Data-driven GLP-1 obesity-pharma analyst tracking the Novo-vs-Lilly script race
Produces original fundamental analysis of the obesity/GLP-1
trader score
+0.18
hit rate
50%
mean α
+0.08%
signals 14d
10
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, +0.08% mean alpha, trader score +0.18. Their last-14d mentions, direction-adjusted, have moved +1.1% since posting (mean over 10 mentions with price data).
Recent signals10receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-06-29 | LLY | @KontraInvest | -0.05 | Expects Lilly to sue within 45 days over Sandoz patent challenge path. | -1.3% | tweet ↗ |
| 2026-06-29 | LLY | @KontraInvest | +0.25 | Says patent challenge is a non-event for Lilly sales and earnings for next decade. | -1.3% | tweet ↗ |
| 2026-06-27 | LLY | @KontraInvest | -0.25 | GLP-1 TRx tracker compares Wegovy pill versus Foundayo launch periods, showing Wegovy much stronger. | +0.5% | tweet ↗ |
| 2026-06-27 | NVO | @KontraInvest | +0.55 | GLP-1 TRx tracker compares Wegovy pill versus Foundayo launch periods, showing Wegovy much stronger. | +4.9% | tweet ↗ |
| 2026-06-20 | NVO | @KontraInvest | +0.25 | Says Novo should stay paranoid and defend market position as competitor advertises. | +16.8% | tweet ↗ |
| 2026-06-20 | LLY | @KontraInvest | -0.20 | Mentions potential Lilly, FTC and FDA action over consumer fraud claim. | +10.5% | tweet ↗ |
| 2026-06-20 | LLY | @KontraInvest | -0.10 | GLP-1 tracker shows Wegovy pill TRx far ahead of Foundayo at comparable launch periods. | +10.5% | tweet ↗ |
| 2026-06-20 | NVO | @KontraInvest | +0.35 | GLP-1 tracker shows Wegovy pill TRx far ahead of Foundayo at comparable launch periods. | +16.8% | tweet ↗ |
| 2026-06-20 | LLY | @KontraInvest | +0.20 | Wegovy HD running at 50% TRx of Foundayo with explicit prescription counts. | +10.5% | tweet ↗ |
| 2026-06-20 | NVO | @KontraInvest | -0.10 | Wegovy HD running at 50% TRx of Foundayo with explicit prescription counts. | +16.8% | tweet ↗ |
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.