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
+0.93
hit rate
60%
mean α
+2.41%
signals 14d
20
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: 60% hit rate, +2.41% mean alpha, trader score +0.93. Their last-14d mentions, direction-adjusted, have moved -2.5% since posting (mean over 16 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | LLY | @KontraInvest | +0.50 | FDA approved Mounjaro to reduce cardiovascular risk in adults with type 2 diabetes. | — | tweet ↗ |
| 2026-08-28 | TEVA | @KontraInvest | -0.10 | Reports TEVA will acquire a neuroscience product. | — | tweet ↗ |
| 2026-08-25 | NKE | @KontraInvest | -0.35 | Says lost relevance explains Nike's decline and recovery is possible but uncertain. | +0.3% | tweet ↗ |
| 2026-08-24 | LLY | @KontraInvest | -0.25 | Reports Wegovy prescription growth and a weekly Foundayo decline, putting Lilly behind Novo Nordisk. | -5.8% | tweet ↗ |
| 2026-08-24 | NVO | @KontraInvest | +0.45 | Reports Wegovy prescription growth and a weekly Foundayo decline, putting Lilly behind Novo Nordisk. | -2.8% | tweet ↗ |
| 2026-08-24 | NKE | @KontraInvest | +0.30 | Lists Nike's strategic errors but argues they are reversible, albeit slowly. | -2.8% | tweet ↗ |
| 2026-08-23 | · | @KontraInvest | · | Estimates active US users from weekly prescription volumes and uncounted usage. | · | tweet ↗ |
| 2026-08-23 | LLY | @KontraInvest | +0.00 | Defines which Novo Nordisk and Lilly diabetes and obesity drugs are included in weekly data. | -6.4% | tweet ↗ |
| 2026-08-23 | NVO | @KontraInvest | +0.00 | Defines which Novo Nordisk and Lilly diabetes and obesity drugs are included in weekly data. | -2.4% | tweet ↗ |
| 2026-08-22 | LLY | @KontraInvest | +0.20 | Reports 2.8 million weekly GLP-1 prescriptions, up 1%, as evidence the obesity market is expanding. | -6.4% | tweet ↗ |
| 2026-08-22 | NVO | @KontraInvest | +0.20 | Reports 2.8 million weekly GLP-1 prescriptions, up 1%, as evidence the obesity market is expanding. | -2.4% | tweet ↗ |
| 2026-08-21 | LLY | @KontraInvest | -0.15 | Compares weekly GLP-1 prescription volumes, showing Wegovy pill far ahead of Foundayo. | -6.4% | tweet ↗ |
| 2026-08-21 | NVO | @KontraInvest | +0.45 | Compares weekly GLP-1 prescription volumes, showing Wegovy pill far ahead of Foundayo. | -2.4% | tweet ↗ |
| 2026-08-20 | MRNA | @KontraInvest | -0.20 | Uses biotech's inherent volatility to frame MRNA's behavior cautiously. | +3.5% | tweet ↗ |
| 2026-08-19 | MRNA | @KontraInvest | +0.55 | Highlights the unusual magnitude of MRNA's move relative to its market capitalization. | -20.9% | 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.