Author

@manonthepen

GLP-1 policy/news for LLY/NVO

glp1

trader score
-1.59
hit rate
45%
mean α
-0.76%
signals 14d
11

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: 45% hit rate, -0.76% mean alpha, trader score -1.59. Their last-14d mentions, direction-adjusted, have moved +3.0% since posting (mean over 6 mentions with price data).

Recent signals11receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-08-24·@ManOnThePen·Flags possible state opt-outs from Medicaid coverage of GLP-1 drugs, but details require the link.·
2026-08-21LLY@ManOnThePen-0.10Criticizes Starbucks for ending employee GLP-1 coverage, with mild demand implications for drugmakers-6.4%
2026-08-21SBUX@ManOnThePen-0.50Criticizes Starbucks for ending employee GLP-1 coverage, with mild demand implications for drugmakers+0.7%
2026-08-21NVO@ManOnThePen-0.10Criticizes Starbucks for ending employee GLP-1 coverage, with mild demand implications for drugmakers-2.4%
2026-08-21LLY@ManOnThePen-0.10Highlights the unexpectedly large gray market for retatrutide, relevant to obesity-drug makers-6.4%
2026-08-21NVO@ManOnThePen-0.10Highlights the unexpectedly large gray market for retatrutide, relevant to obesity-drug makers-2.4%
2026-08-19·@ManOnThePen·Highlights an exercise-mimicking pill as a potential obesity-treatment development·
2026-08-18·@ManOnThePen·Discusses falling GLP-1 prices, manufacturing, trial results, and implications for obesity treatment·
2026-08-18·@ManOnThePen·Argues GLP-1 drugs are unlike opioids and that some should become over-the-counter·
2026-08-18·@ManOnThePen·Questions whether the claimed GLP-1 mechanism discovery is genuinely groundbreaking·
2026-08-18AMLX@ManOnThePen-0.30Criticizes the expected $150,000 price of Amylyx's Phase 3 GLP-1 antagonist-1.1%

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.