Author

@ResearchPulse1 ResearchPulse1

Obsessive GLP-1/obesity-drug analyst who reads IQVIA scripts like tea leaves

Tracks the GLP-1/obesity pharma complex in near-real-time, s

trader score
+1.48
hit rate
40%
mean α
+0.52%
signals 14d
80

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: 40% hit rate, +0.52% mean alpha, trader score +1.48. Their last-14d mentions, direction-adjusted, have moved -1.1% since posting (mean over 55 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-08-28·@ResearchPulse1·Describes fill capacity, delayed filing and an expected January 2027 Wegovy PLUS launch, but omits issuer.·
2026-08-28·@ResearchPulse1·Quantifies Wegovy HD adoption, weekly growth and monthly prescription volume without naming issuer.·
2026-08-28·@ResearchPulse1·Argues oral obesity therapies will expand the market and forecasts stronger future oral amylin efficacy.·
2026-08-28VKTX@ResearchPulse1+0.00Reports weekly GLP-1 prescription growth while questioning possible overreporting.
2026-08-28LLY@ResearchPulse1+0.20Reports weekly GLP-1 prescription growth while questioning possible overreporting.
2026-08-28NVO@ResearchPulse1+0.10Reports weekly GLP-1 prescription growth while questioning possible overreporting.
2026-08-26LLY@ResearchPulse1+0.05Reports NVO filing the Wegovy pill for China approval expected in 2027.-1.2%
2026-08-26VKTX@ResearchPulse1+0.00Reports NVO filing the Wegovy pill for China approval expected in 2027.-6.5%
2026-08-26NVO@ResearchPulse1+0.35Reports NVO filing the Wegovy pill for China approval expected in 2027.-3.3%
2026-08-26LLY@ResearchPulse1+0.35Compares obesity-drug trial programs and expectations for GLP/GIP-amylin combinations.-1.2%
2026-08-26NVO@ResearchPulse1+0.35Compares obesity-drug trial programs and expectations for GLP/GIP-amylin combinations.-3.3%
2026-08-26ABBV@ResearchPulse1+0.45Argues mono-amylin drugs have superior tolerability and a large market, citing ABBV's $350M upfront deal.-2.8%
2026-08-26·@ResearchPulse1·Argues employers should bypass PBMs for GLP-1 drugs to cut costs and expand access.·
2026-08-26ABBV@ResearchPulse1+0.45Argues low-GI amylins address GLP-1 discontinuation and cites ABBV-295's efficacy and monthly dosing.-2.8%
2026-08-25VKTX@ResearchPulse1+0.00Gubra receives a $50M ABBV milestone as ABBV-295 enters Phase II obesity testing.-5.9%

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.