@ResearchPulse1 ResearchPulse1

Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY. · Analyst brief as of 2026-06-22.

ResearchPulse1 is overwhelmingly focused on NVO, especially Wegovy pill uptake, oral obesity pipeline optionality, and TUL/China-linked assets. Their distinctive read is that NVO’s oral franchise and next-generation combinations are underappreciated versus consensus, while LLY is treated as a strong peer and VKTX mostly as a speculative or read-through name. Late in the window, attention shifts toward possible NVO China licensing or M&A, but there is no explicit position flip or trade disclosure.

Conviction is concentrated on NVO, especially Wegovy pill uptake, next-generation oral obesity assets, and TUL-linked China pipeline optionality. The author is constructive on LLY mainly through GLP-1 demand and anti-compounding read-throughs, while VKTX is treated as speculative and mostly neutral outside deal chatter. There are no CALL_DIRECTIONAL or POSITION_DISCLOSURE signals, so no explicit adds, trims, exits, or trade flips are evidenced in the payload.

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.