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
+1.26
hit rate
65%
mean α
+0.90%
signals 14d
112

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, +0.90% mean alpha, trader score +1.26. Their last-14d mentions, direction-adjusted, have moved +1.9% since posting (mean over 83 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-10-16NVO@ResearchPulse1+0.65Argues NVO's early CagriSema awareness campaign and branding could support a strong 2027 launch.+0.6%
2026-10-16VKTX@ResearchPulse1+0.00Argues NVO's early CagriSema awareness campaign and branding could support a strong 2027 launch.-3.1%
2026-10-16LLY@ResearchPulse1+0.15Argues NVO's early CagriSema awareness campaign and branding could support a strong 2027 launch.+1.3%
2026-10-16LLY@ResearchPulse1+0.35Expects more Mounjaro users than Zepbound users to switch to Retatrutide after approval.+1.3%
2026-10-15LLY@ResearchPulse1+0.65Argues Retatrutide and EloraTirz data leave LLY without a meaningful efficacy gap.+1.7%
2026-10-15NVO@ResearchPulse1-0.15Sarcastically criticizes FDA policy as rewarding premature or grey-market drug launches.-0.4%
2026-10-15VKTX@ResearchPulse1-0.15Sarcastically criticizes FDA policy as rewarding premature or grey-market drug launches.-10.9%
2026-10-15LLY@ResearchPulse1-0.15Sarcastically criticizes FDA policy as rewarding premature or grey-market drug launches.+1.7%
2026-10-15NVO@ResearchPulse1+0.75Denies shorting VKTX and argues CagriSema is materially underestimated by the market.-0.4%
2026-10-15VKTX@ResearchPulse1+0.05Denies shorting VKTX and argues CagriSema is materially underestimated by the market.-10.9%
2026-10-15·@ResearchPulse1·Acknowledges shorts outperformed longs and expresses surprise at the size of the drop.·
2026-10-15VKTX@ResearchPulse1-0.60Reports VKTX shorts gaining 40% over three weeks.-10.9%
2026-10-15VKTX@ResearchPulse1+0.20Notes renewed VKTX shorting, downside risk, and potential biotech buyout activity.-10.9%
2026-10-15NVO@ResearchPulse1+0.25FDA found serious quality and recordkeeping issues at grey-market API suppliers.-0.4%
2026-10-15LLY@ResearchPulse1+0.25FDA found serious quality and recordkeeping issues at grey-market API suppliers.+1.7%

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.