Author

@manonthepen

GLP-1 policy/news for LLY/NVO

glp1

trader score
+0.61
hit rate
65%
mean α
+0.27%
signals 14d
14

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: 65% hit rate, +0.27% mean alpha, trader score +0.61. Their last-14d mentions, direction-adjusted, have moved +1.6% since posting (mean over 8 mentions with price data).

Recent signals14receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-10-15·@ManOnThePen·Warns that peptide marketing has outpaced oversight and that compounding-list inclusion is not approval.·
2026-10-15·@ManOnThePen·Expects compounded-peptide access to slow RUO-brand growth only slightly without materially shrinking the market.·
2026-10-14·@ManOnThePen·Reports a Zealand-Generate obesity-drug partnership worth up to $1.2B plus royalties and $30M upfront.·
2026-10-14NVO@ManOnThePen+0.35Reports lower-priced Korean obesity-drug competition and NVO seeking national insurance coverage for Wegovy.+2.4%
2026-10-14LLY@ManOnThePen-0.25Reports lower-priced Korean obesity-drug competition and NVO seeking national insurance coverage for Wegovy.+5.4%
2026-10-13LLY@ManOnThePen-0.35FDA again ruled retatrutide is a drug, while DOJ seeks delay or dismissal of Lilly's appeal.+9.2%
2026-10-08LLY@ManOnThePen+0.40Argues gray-market competitors face payment, FDA and litigation risks and Lilly will become more aggressive.+8.9%
2026-10-07·@ManOnThePen·Supports moving oral GLP-1 drugs behind the pharmacy counter based on existing risky consumer behavior.·
2026-10-07LLY@ManOnThePen+0.50Argues tirzepatide's success can fund Lilly's expansion into new science and hard-to-treat diseases.+7.1%
2026-10-05CVS@ManOnThePen+0.10Reports negotiated and coupon-adjusted Zepbound cash pricing across insurers and pharmacy.+7.4%
2026-10-05CI@ManOnThePen+0.10Reports negotiated and coupon-adjusted Zepbound cash pricing across insurers and pharmacy.+13.1%
2026-10-05LLY@ManOnThePen-0.10Reports negotiated and coupon-adjusted Zepbound cash pricing across insurers and pharmacy.+11.4%
2026-10-05·@ManOnThePen·Advocates making oral GLP-1 treatment available over the counter.·
2026-10-04·@ManOnThePen·Advocates behind-the-counter access for oral GLP-1 medicines.·

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.