@KontraInvest Avatar @KontraInvest Kontra

Kontra posts on X about $hims, $nvo, novo, $teva the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

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Social Influence

Social category influence stocks 44% finance 14% technology brands 8% countries 4% automotive brands 4% fashion brands 2% currencies 2% luxury brands 2% cryptocurrencies 1% social networks 1%

Social topic influence $hims #403, $nvo #18, novo #740, $teva 8%, $lly #7, $rhmde 7%, strong #1896, trx 5%, business 4%, and it #1184

Top accounts mentioned or mentioned by @investseekers @researchpulse1 @doctorsalomon @doctor_salomon @grok @qualityinvest5 @bioinvestor24 @ecommerceshares @topsecretstocks @davidri24012971 @travishoium @stocktradermax @dewman309 @derfachwirt @rjccapital @amaymd @nejm @thexcapitalist @olivenandy @wolfejosh

Top assets mentioned Hims & Hers Health, Inc. (HIMS) Novo-Nordisk (NVO) Teva Pharmaceutical Industries Limited American Depositary Shares (TEVA) Eli Lilly and Company (LLY) Microsoft Corp. (MSFT) Alphabet Inc Class A (GOOGL) Enphase Energy Inc (ENPH) Ferrari N.V. (RACE) 3D Systems Corp (DDD) Allegheny Technologies (ATI) Sunrun Inc (RUN) Plug Power, Inc. (PLUG) SolarEdge Technologies, Inc. (SEDG)

Top Social Posts

Top posts by engagements in the last [--] hours

"Just a reminder that if $HIMS is forced into a consent decree they would have to: - Halt all sales of their compounded weight loss pills - Pay significant fines in the millions - Hire outside auditors to monitor their business for years Incredibly reckless management. The only way this ends for $HIMS is a FDA consent decree The only way this ends for $HIMS is a FDA consent decree"
X Link 2026-02-05T23:38Z [----] followers, 30.3K engagements

"Wegovy pill hits warp speed $NVO $LLY The weekly prescription data for the week ending February [--] [----] has arrived and it is indeed very strong. The entire GLP-1 complex came back strong but the underlying trends for Novo are particularly positive. The Oral rocket ship The Wegovy pill continues to be the standout story of Q1. Visible retail volume surged +34% week-over-week to hit [-----] TRx. Remember this is just the "visible" portion. We know that the actual run rate (including NovoCare/Telehealth) exceeded 50k last week. With this kind of visible acceleration the true number is rapidly"
X Link 2026-02-13T12:31Z [----] followers, 22.4K engagements

"New article up on the blog $SAF.PA"
X Link 2025-07-06T21:26Z [----] followers, [---] engagements

"Wrote about this a year ago. Rheinmetall can become the largest company in Europe. $RHM.DE https://ditlev.substack.com/p/rheinmetall-rhmde-a-defence-powerhouse Rheinmetall alone will soon be able to produce [---] million 155mm artillery shells a year more than the combined U.S. defense industry. https://t.co/o5PIDpK1tE https://ditlev.substack.com/p/rheinmetall-rhmde-a-defence-powerhouse Rheinmetall alone will soon be able to produce [---] million 155mm artillery shells a year more than the combined U.S. defense industry. https://t.co/o5PIDpK1tE"
X Link 2026-01-26T20:19Z [----] followers, [---] engagements

"Teva just proved its no longer a generics company. The innovative pivot is here: $1B+ in quarterly branded sales. Multiple expansion starts now. $TEVA"
X Link 2026-01-31T16:20Z [----] followers, [---] engagements

"$TEVA is officially back. The "Pivot to Growth" strategy is working. Teva is no longer just a generics giant. It is becoming a biopharma powerhouse. The [----] numbers tell the story: ✅ Revenue: $17.3 Billion (+5%) ✅ EBITDA: $5.3 Billion (+12%) ✅ Free Cash Flow: $2.4 Billion ✅ Debt: Reduced to 2.5x leverage The growth engines are firing: CEO Richard Francis focused on three key branded drugs. They are delivering. Austedo: Sales grew 34% to $2.26B. Uzedy: Sales surged 63%. Ajovy: Continued steady growth. Together these three drugs generated over $1 Billion in Q4 alone. What is next The pipeline"
X Link 2026-02-01T00:20Z [----] followers, [---] engagements

"$TEVA price targets"
X Link 2026-02-02T18:06Z [----] followers, [---] engagements

"@Doctor_Salomon 10x is a big ask that 23x what Metsera sold for. VKTX seems more attractive with what we know now but who is left to pay $33bn for VKTX Honest question"
X Link 2026-02-04T14:38Z [----] followers, [---] engagements

"It is not good news. The pill will have zero effect. $HIMS turned into full blown scam company willing to rob its customers for a placebo pill. Hims is selling the compounded semaglutide pill for $49/mo to start followed by $99/mo. This is wonderful for American health. It's cheap the drug is effective it'll help millions lose weight. Great But the news tanked Novo Nordisk's stock immediately: https://t.co/G9HWxbRi8l Hims is selling the compounded semaglutide pill for $49/mo to start followed by $99/mo. This is wonderful for American health. It's cheap the drug is effective it'll help"
X Link 2026-02-05T16:17Z [----] followers, [----] engagements

"@TravisHoium No one stands to loose more here than Eli Lilly"
X Link 2026-02-05T17:48Z [----] followers, [---] engagements

"The latest weekly prescription data (for the week ending Jan 30) is a bit messy. Medicaid coverage changes and seasonality have put the entire injectable market in the red. Looking past the red there is a solid green signal for Novo Nordisk. IQVIA reports that the Wegovy pill hit [-----] TRx this week (+9% growth). That alone is a solid trajectory for week [--]. There is more and when including NovoCare and Telehealth then TRx is 50k. This confirms the trend. The demand for the $149 oral option is massive. On the surface Zepbound outpaced Wegovy (+0.7% vs -5.3%). But this is entirely driven by a"
X Link 2026-02-06T16:03Z [----] followers, [----] engagements

"@StockTrader_Max https://x.com/kontrainvest/status/2019820421726544001 @dewman309 No you are missing the critical point. Last year $HIMS had the shortage exemption. If a drug is on the FDA shortage list you get a pass to copy it. That shield is gone. Now they are using the clinical difference loophole (Section 503A). They are claiming their pill is custom https://x.com/kontrainvest/status/2019820421726544001 @dewman309 No you are missing the critical point. Last year $HIMS had the shortage exemption. If a drug is on the FDA shortage list you get a pass to copy it. That shield is gone. Now"
X Link 2026-02-06T20:31Z [----] followers, [---] engagements

"@derfachwirt @RJCcapital The more important lesson is probably to not get investigated by the DOJ"
X Link 2026-02-10T20:51Z [----] followers, [--] engagements

"$HIMS quality control situation: The situation for HIMS has shifted from a patent dispute to a public safety issue. Beyond the DOJ's Title [--] fraud referral a newly surfaced FDA quality control report has dismantled the companys "personalized care" narrative. The gross conditions at MedisourceRx: Vermin infestation: A February [--] [----] FDA report revealed that the MedisourceRx facility (a Hims subsidiary) failed to prevent infestations of rodents birds and insects. Sterile field contamination: Inspectors documented a live spider inside a sterile processing area where active ingredients for"
X Link 2026-02-11T06:37Z [----] followers, [----] engagements

"$NVO vs. $HIMS: Lawsuit filed per Feb [--] [----] Action: Novo Nordisk sues Hims & Hers to stop the sale of knock-off Wegovy and Ozempic. Charge: Infringement of semaglutide patents and "mass marketing" of unapproved potentially unsafe compounded drugs. Goal: A permanent injunction (ban) on sales + financial damages. Impact: The suit escalates the battle against the "grey market" for obesity drugs signaling that pharma giants will aggressively defend their IP now that supply shortages are resolved. https://twitter.com/i/web/status/2020859679249702945"
X Link 2026-02-09T13:57Z [----] followers, [---] engagements

"@investseekers How do the compound the pill @ResearchPulse1 Copying SNAC delivery is immediate law suit of patent infringement. What am I missing"
X Link 2026-02-05T14:13Z [----] followers, [----] engagements

"@grok @A_May_MD Certainly a bad idea if there is a legal case. 90% voting power significantly increases the personal legal risk for Andrew Dudum. Hard to argue he is not the directing mind"
X Link 2026-02-08T17:46Z [----] followers, [---] engagements

"The gap is closing $NVO $LLY The latest weekly prescription data (New-to-Brand or NBRx) for the week ending Jan [--] is out and it confirms the thesis we have seen since the start of the year: momentum has shifted. For the last six months the bear case on Novo Nordisk was simple: "Lilly is winning 70% of the new patients." That argument no longer holds. The "starter dose" dead heat: - The most important leading indicator for future market share is "starter doses" (new patients entering therapy). Zepbound starters: [-----] (+0.5% WoW) Wegovy starters: [-----] (+2% WoW) The gap is now less than 300"
X Link 2026-02-10T22:44Z [----] followers, 17.4K engagements

"$NVO Weekly Wegovy pill numbers Wegovy pill hits warp speed $NVO $LLY The weekly prescription data for the week ending February [--] [----] has arrived and it is indeed very strong. The entire GLP-1 complex came back strong but the underlying trends for Novo are particularly positive. The Oral rocket ship The Wegovy pill hits warp speed $NVO $LLY The weekly prescription data for the week ending February [--] [----] has arrived and it is indeed very strong. The entire GLP-1 complex came back strong but the underlying trends for Novo are particularly positive. The Oral rocket ship The"
X Link 2026-02-14T12:53Z [----] followers, 17.2K engagements

"The IQVIA data for the week ending January [--] [----] has arrived. As expected following the Christmas holiday we are seeing a sharp rebound in volumes across the board. The numbers: - Wegovy TRx: [------] (+13.5%) - Zepbound TRx: [------] (+22.2%) - Diabetes: Ozempic (+14.9%) and Mounjaro (+15.4%) moved in lockstep. The gap in growth rates (+13.5% vs +22.2%) is almost entirely driven by the Zepbound vial rollout. Vials accounted for 162k TRx this week a significant jump from 112k previously. If we strip out the vials to assess the underlying organic demand for the core device (pens) Zepbound growth"
X Link 2026-01-09T22:39Z [----] followers, [---] engagements

"@QualityInvest5 It is a no moat company whose business model is entirely replicable and it holds no IP. What is the plan to make it work"
X Link 2026-01-12T18:58Z [----] followers, [---] engagements

"@investseekers The comparison to Viagra is more apt than potentially intended. As more start on Wegovy pill I anticipate we will see more men reporting improvement in ED as a result of weight loss and less inflammation"
X Link 2026-01-13T16:07Z [----] followers, [---] engagements

"@NEJM Sold under brand name Ajovy from $TEVA"
X Link 2026-01-15T18:35Z [----] followers, [--] engagements

"@ResearchPulse1 Very strong indicator that we are indeed seeing a strong launch. Lilly vials not able to fend off the price point and full scripts will be high. Demand transfer is happening fast. Reactions $NVO 🟢 $LLY 🔴"
X Link 2026-01-16T11:04Z [----] followers, [---] engagements

"Very strong indicator that we are indeed seeing a strong launch. Lilly vials not able to fend off the price point and full scripts will be high. Demand transfer is happening fast. Reactions $NVO 🟢 $LLY 🔴 GLP1 Symphony data out. Wegovy pill just above [----] Wow. Im really surprised since I saw SO few getting wegovy pill through insurance and physical pharmacies vs how many mentioned they got it through telehealth. My 90% telehealth prediction cant be true then. There GLP1 Symphony data out. Wegovy pill just above [----] Wow. Im really surprised since I saw SO few getting wegovy pill through"
X Link 2026-01-16T11:04Z [----] followers, [---] engagements

"The Oral era begins $NVO The latest data from the US market is in and it marks a pivotal moment for Novo Nordisk $NVO. While headlines might focus on weekly fluctuations the real story is the launch of the Wegovy pill. Here is why the latest numbers support a bullish long-term thesis: [--]. The Oral launch is outperforming expectations The first week of data for the Wegovy pill shows [----] total prescriptions. On the surface this might seem small but context is everything. This launch week performance is actually ahead of comparable injectable obesity launches. The reported figure of [----] TRx for"
X Link 2026-01-16T14:37Z [----] followers, [---] engagements

"The signal through the noise $NVO The weekly script data was a mess of insurance resets and holiday noise. But if you look closer the launch of the Wegovy pill is already showing up in ways the market has no priced in yet. I dug into the script numbers and the JPM updates to map out what is actually happening with the $149 launch. Spoiler: The demand is real its visible and its accelerating. Read the full analysis here: https://open.substack.com/pub/ditlev/p/novo-nordisk-nvo-the-signal-throughr=na9z&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2026-01-16T22:40Z [----] followers, [----] engagements

"@thexcapitalist Wrote about that here https://ditlev.substack.com/p/novo-nordisk-nvo-the-signal-throughr=na9z https://ditlev.substack.com/p/novo-nordisk-nvo-the-signal-throughr=na9z"
X Link 2026-01-17T00:05Z [----] followers, [---] engagements

"@OlivenAndy There is more focus on market expansion and building the metabolic ecosystem. Mike Doustdar was also very vocal about (as we have been saying on X for a while) that Obesity is not one disease it is multifaceted and requires a portfolio of solutions"
X Link 2026-01-17T08:17Z [----] followers, [--] engagements

"The price is low because of math not danger. This specific bond pays almost zero interest (0.25%). Since you can get much higher interest rates on new bonds today nobody will buy this old one unless its on a massive sale (48% off). Denmark is safe and haven't put Greenland up for sale. https://twitter.com/i/web/status/2013324703088132231 https://twitter.com/i/web/status/2013324703088132231"
X Link 2026-01-19T18:56Z [----] followers, [----] engagements

"The national debt angle is irrelevant. Denmarks debt is immaterial to any domestic and foreign policy debate. When accounting for government assets and the balance at the central bank Denmarks net public debt is effectively close to zero or negative. A phenomenon that no future generations of USA will get to experience. USA is free to invest in the mining sector in Greenland and to protect these and the wider Arctic territory through bases in Greenland. To argue that rule of law and therefore also property rights need to be bypassed for the sake of security is false. The US doesn't need to"
X Link 2026-01-21T10:27Z [----] followers, [---] engagements

"The national debt angle is irrelevant. Denmarks debt is immaterial to any domestic and foreign policy debate. When accounting for government assets and the balance at the central bank Denmarks net public debt is effectively close to zero or negative. A phenomenon that no future generations of USA will get to experience. USA is free to invest in the mining sector in Greenland and to protect these and the wider Arctic territory through bases in Greenland. To argue that rule of law and therefore also property rights need to be bypassed for the sake of security is false. The US doesn't need to"
X Link 2026-01-21T10:31Z [----] followers, [---] engagements

"@WallStreetMav Remember that ASML enables entirely Nvidia Apple Microsoft Google and Amazon"
X Link 2026-01-22T08:23Z [----] followers, [---] engagements

"@ResearchPulse1 Just wauw Need to update the model😀 This is quite remarkable this is both switching and expansion at a high rate. Going to be VERY interest later today"
X Link 2026-01-23T07:47Z [----] followers, [---] engagements

"Just incredible numbers for $NVO - if you care about the GLP-1 space this is a must read post from @ResearchPulse1 Symphony data out. Wegovy pill sales for week [--] was TRx [-----] Up from [----] last week. Thats more than what Zepbound sold in week [--] Meaning those data we will get next Friday. This is crazy. Remember this is still not including all the online telehealt and NovoCare. We Symphony data out. Wegovy pill sales for week [--] was TRx [-----] Up from [----] last week. Thats more than what Zepbound sold in week [--] Meaning those data we will get next Friday. This is crazy. Remember this is still"
X Link 2026-01-23T07:48Z [----] followers, [---] engagements

"@ResearchPulse1 Vials dropped by -34k. Yes Zepbound TRx decreased -87%. As far as I can see excluding vials from last week and this week Zepbound down -36%"
X Link 2026-01-23T18:51Z [----] followers, [---] engagements

"Drones that are counting pallets boxes and empty locations during the night. Logistics is a high-tech industry. $DSV.CO"
X Link 2021-11-24T09:01Z [----] followers, [--] engagements

"7/ $Teva has been debt-ridden following their acquisition of Actavis in [----] and this is one of the key reasons why the share price looks low. The other reason is due to legal matters. More on that in a bit"
X Link 2021-05-18T13:00Z [----] followers, [--] engagements

"8/ When $Teva acquired Actavis in [----] they communicated cost synergies and tax savings of $1.4 billion annually by the end of [----]. Allerganplc received$33.43 billionin cash and approximately [---] million Teva shares"
X Link 2021-05-18T13:00Z [----] followers, [--] engagements

"Additive Manufacturing / 3D Printing 🤖 3D Systems $DDD Desktop Metal $DM Stratasys $SSYS Proto Labs $PRLB Allegheny Technologies $ATI FARO Technologies $FARO Materialise NV $MTLS ETFs 3D Printing ETF $PRNT"
X Link 2021-08-18T13:00Z [----] followers, [--] engagements

"Green Transformation ☀ Aker Carbon Capture $ACC.OL rsted $ORSTED.CO Vestas Wind Systems $VWS.CO Blink Charging $BLNK Enphase Energy $ENPH Solar Edge Technologies $SEDG Plug Power $PLUG Sunrun $RUN Carbios SA $ALCRB.PA ETFs iShares Global Clean Energy $INRG"
X Link 2021-08-18T13:00Z [----] followers, [--] engagements

"European aerospace giant Airbus $AIR.DE sporting goods brand Puma $PUM.F and online shopping site Zalando $ZAL.F are among [--] companies joining an expanded DAX blue-chip index. From September [--] the index of [--] companies will become the DAX 40"
X Link 2021-09-06T07:13Z [----] followers, [--] engagements

"Elevators and Escalators. Steady growth solid service business and revenue. $OTIS $KNEBV"
X Link 2021-10-06T09:39Z [----] followers, [--] engagements

"This is how much four of the largest tech companies raised with VCs before going public: Apple $31.3M Amazon $14.3M Microsoft $2.3M Google $34.2M 🚀🚀🚀🚀"
X Link 2021-10-07T06:00Z [----] followers, [----] engagements

"Novo Nordisk $NVO to acquire Forma Therapeutics $FMTX in USD 1.1bn deal The move will expand Novos presence within sickle cell disease. Price is [--] USD per share"
X Link 2022-09-02T08:43Z [----] followers, [--] engagements

"Looking ahead to next week it is gonna be busy: Mon: $ATVI $IDXX Tue: $CARL-B.CO $7974.T $BP $LIN $VRTX $KKR $FTNT $DD $ILMN $ENPH Wed: $MAERSK-B.CO $VWS.CO $TTE $GLE.TI $ADYEN.AS $EQNR $DIS $UBER $CVS http://ENR.DE http://BNP.PA http://ENR.DE http://BNP.PA"
X Link 2023-02-03T12:53Z [----] followers, [---] engagements

"Thu: $KDB.F $BN $TRI.TO $DG.PA $SIE.DE $TM $9613.T $HMC $AZN $UNA.AS $BATS.L $MT $DNB $ZuRN.SW $CS $ABBV $PEP $PM $PYPL $NET Friday: $ENB $CSU.TO"
X Link 2023-02-03T12:53Z [----] followers, [---] engagements

"@Quartr_App $DSV.CO from is a serial acquirer par excellence"
X Link 2023-06-07T17:27Z [----] followers, [---] engagements

"Thread on a company that is rarely mentioned on Twitter. $Demant.co is the world's second largest hearing aid manufacturer. It is vertically integrated operates a large network of audiology clinics a Diagnotics and an Audio business. 1H report was out yesterday. Let's dive in"
X Link 2023-08-17T14:33Z [----] followers, [---] engagements

"Nestl $NESN.SW is pivoting to counteract slow growth targeting a new demographic: users of weight loss aids like Wegovy from $NVO. Amidst sluggish performance they're trying this avenue to catch up"
X Link 2023-10-19T20:33Z [----] followers, [--] engagements

"Philips is perhaps the most impact spin-off parent ever $ASML $NXP $LIGHT.AS"
X Link 2024-05-15T22:13Z [----] followers, [---] engagements

"If you dont think Brand management matters look no further than Ferrari $RACE vs Volkswagen $VOW3.DE - one is a master class is managing the brand the other is a failure. Both will make it into HBR case study but for very different reasons"
X Link 2024-05-17T08:56Z [----] followers, [----] engagements

"New article up about Roche pharmaceuticals. Awakening the Giant $ROG.SW https://open.substack.com/pub/ditlev/p/roches-1h-2024-results-awakeningr=na9z&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/ditlev/p/roches-1h-2024-results-awakeningr=na9z&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2024-07-30T11:11Z [----] followers, [--] engagements

"New article up on Novonesis - Biosolutions leader $NSIS-B.CO https://open.substack.com/pub/ditlev/p/novonesis-a-biosolutions-leader-withr=na9z&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/ditlev/p/novonesis-a-biosolutions-leader-withr=na9z&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2024-11-02T10:52Z [----] followers, [---] engagements

"New article on Luxury investing $LVMH $RACE $MONC.MI $CFR.SW"
X Link 2024-12-07T16:58Z [----] followers, [---] engagements

"New post up on the blog $MONC.MI"
X Link 2024-12-26T22:43Z [----] followers, [---] engagements

"New article up on the blog $RHM.DE Rheinmetall Link in bio"
X Link 2025-02-23T22:14Z [----] followers, 10.2K engagements

"There was a lot of appetitive for European defence stock. $TEVA $TSLA $RHM.DE $AMZN $LLY $PLTR"
X Link 2025-03-14T21:52Z [----] followers, [---] engagements

"Rising tensions globally particularly between the West China and Russia are driving higher defense spending in Europe and the Asia-Pacific region. This presents long-term opportunities for Rheinmetall $RHM.DE More here:"
X Link 2025-03-30T13:41Z [----] followers, [---] engagements

"Rheinmetall $RHM.DE seems to be tariff resistant https://x.com/KontraInvest/status/1893786639345869164 New article up on the blog $RHM.DE Rheinmetall Link in bio. https://t.co/UhWUOjbO4S https://x.com/KontraInvest/status/1893786639345869164 New article up on the blog $RHM.DE Rheinmetall Link in bio. https://t.co/UhWUOjbO4S"
X Link 2025-04-03T08:37Z [----] followers, [---] engagements

"Essilor-Luxottica Ray-Ban Meta has sold more than [--] million units since launch $EL.PA"
X Link 2025-04-12T13:28Z [----] followers, [---] engagements

"New article up on the blog - EssilorLuxottica $EL.PA"
X Link 2025-04-12T21:07Z [----] followers, [---] engagements

"New article up - update on Rheinmetall. $RHM.DE"
X Link 2025-04-16T21:28Z [----] followers, [---] engagements

"$RHM.DE $EL.PA $TEVA"
X Link 2025-04-20T14:53Z [----] followers, [---] engagements

"New article up $MONC.MI"
X Link 2025-04-23T16:39Z [----] followers, [---] engagements

"Who is the X $INTT expert"
X Link 2025-07-13T09:23Z [----] followers, [---] engagements

"New article up on the blog - French industrial giant Schneider $SU.PA"
X Link 2025-07-13T10:22Z [----] followers, [---] engagements

"New article up on the blog $AI.PA - link in reply"
X Link 2025-07-23T23:23Z [----] followers, [---] engagements

"@QualityInvest5 @financewithjoe Then I have a chain of Italian hearing aid stores to sell you $AMP.MI"
X Link 2025-07-31T12:04Z [----] followers, [--] engagements

"@investseekers We will see more of this. Focus on max weight loss at highest dose will fade. The name of the game is more patients"
X Link 2025-09-16T19:42Z [----] followers, [---] engagements

"New article up on new Obesity entrant $ROG.SW"
X Link 2025-09-29T16:41Z [----] followers, [----] engagements

"Obesity as emerging growth engine $ROG.SW $NVO $LLY $VKTX"
X Link 2025-09-30T11:09Z [----] followers, [---] engagements

"@bioinvestor24 @GilaMonstrum Producing two novel peptides at commercial scale in a single vial: how operationally complex is that and does it require completely new manufacturing set up for Pfizer"
X Link 2026-01-22T07:48Z [----] followers, [--] engagements

"🚨 BREAKING Analyst models cant keep up with $NVO There has been much focus on the supply constraints of the past but the latest data from week [--] of January tells a new story. The oral delivery mechanism is the catalyst $NVO has been waiting for. Here is the breakdown of the latest TRx (total prescription) print: Divergence is real: For the week ending Jan [--] we saw a massive decoupling in trend. 🟢Wegovy: +7.2% growth. 🔴Zepbound: -8.7% decline. Wegovy market share has jumped significantly to 35.8% (up from 32.2% just last week). The "Pill" launch is vastly underestimated: Wegovy pill is in"
X Link 2026-01-23T16:13Z [----] followers, [----] engagements

"@investseekers Wrote about Roches entry into Obesity here: https://open.substack.com/pub/ditlev/p/roche-awakens-rogsw-a-deep-dive-intor=na9z&utm_medium=ios&shareImageVariant=overlay https://open.substack.com/pub/ditlev/p/roche-awakens-rogsw-a-deep-dive-intor=na9z&utm_medium=ios&shareImageVariant=overlay"
X Link 2026-01-27T14:09Z [----] followers, [---] engagements

"@watermedhenry Thanks for sharing. More in the transformation here: https://open.substack.com/pub/ditlev/p/teva-pharmaceuticals-the-pivot-tor=na9z&utm_medium=ios&shareImageVariant=overlay https://open.substack.com/pub/ditlev/p/teva-pharmaceuticals-the-pivot-tor=na9z&utm_medium=ios&shareImageVariant=overlay"
X Link 2026-01-27T21:22Z [----] followers, [--] engagements

"@Doctor_Salomon @investseekers When will commercialization of VK assets begin"
X Link 2026-01-28T07:16Z [----] followers, [--] engagements

"Interesting thesis but the variables conflict. Tariffs are a "strong dollar" driver because they curb imports and invite retaliation. If the goal is high growth/low inflation a "tanking dollar" is a massive risk as it destroys purchasing power and forces the Fed to hike rates. The tech innovation would have to be a massive productivity miracle to offset those costs. Whats the magic trick for the "low inflation" part https://twitter.com/i/web/status/2016595591921389761 https://twitter.com/i/web/status/2016595591921389761"
X Link 2026-01-28T19:33Z [----] followers, [---] engagements

"The data is in for the week that ended [--] January and the trend reversal is undeniable. $NVO New-to-Brand (NBRx) prescriptions for Wegovy just exploded +71.9% week-over-week. While the market was worried Novo just printed one of its strongest growth weeks in history. Lets break down the signal. The driver is exactly as predicted: The Oral pill. Of the [-----] new Wegovy starters this week [-----] were for the oral version that is 40% Oral. To put that in context: Zepbound starter doses grew just +9.0%. Novos total GLP-1 NBRx grew +42.4%. The $149 price point isn't just generating "interest" it is"
X Link 2026-01-29T14:37Z [----] followers, 18.2K engagements

"https://open.substack.com/pub/ditlev/p/tevas-teva-pivot-to-growth-hits-highr=na9z&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/ditlev/p/tevas-teva-pivot-to-growth-hits-highr=na9z&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2026-01-31T16:20Z [----] followers, [--] engagements

"https://open.substack.com/pub/ditlev/p/tevas-teva-pivot-to-growth-hits-highr=na9z&utm_medium=ios&shareImageVariant=overlay https://open.substack.com/pub/ditlev/p/tevas-teva-pivot-to-growth-hits-highr=na9z&utm_medium=ios&shareImageVariant=overlay"
X Link 2026-02-01T00:20Z [----] followers, [--] engagements

"170000 people on the Wegovy Pill $NVO"
X Link 2026-02-03T19:05Z [----] followers, [----] engagements

"@Doctor_Salomon That is is big might. VKTX still with no T2D data coming. Plus time decay on current assets"
X Link 2026-02-04T14:19Z [----] followers, [---] engagements

"@cremieuxrecueil It is not good news. The pill will have zero effect. $HIMS turned into full blown scam company willing to rob its customers for a placebo pill"
X Link 2026-02-05T16:17Z [----] followers, [---] engagements

"@alc2022 It is a scam company going to zero. $HIMS turned into full blown scam company willing to rob its customers for a placebo pill"
X Link 2026-02-05T16:19Z [----] followers, [----] engagements

"They will be paying for a placebo pill. $HIMS turned into full blown scam company willing to rob its customers for a placebo pill. Heres some additional context: $HIMS is allegedly not infringing $NVO's patent because it isnt using SNAC technology the mechanism that enables oral absorption of semaglutide. But without SNAC the drug shouldnt work. So what exactly are people paying $49/month for $HIMS Heres some additional context: $HIMS is allegedly not infringing $NVO's patent because it isnt using SNAC technology the mechanism that enables oral absorption of semaglutide. But without SNAC the"
X Link 2026-02-05T16:20Z [----] followers, [----] engagements

"@investseekers $HIMS turned into full blown scam company willing to rob its customers for a placebo pill"
X Link 2026-02-05T16:21Z [----] followers, [----] engagements

"@DrTomsLens $HIMS turned into full blown scam company willing to rob its customers for a placebo pill. Not a quality sign"
X Link 2026-02-05T16:29Z [----] followers, [---] engagements

"@ecommerceshares I am sure Novo can seize the gofundme for the $HIMS class action lawsuits. Scammers always gets stopped out eventually"
X Link 2026-02-05T17:16Z [----] followers, [---] engagements

"$HIMS turned red again after its fraudulent announcement got called out. Damage is done. Lawsuit incoming"
X Link 2026-02-05T17:20Z [----] followers, [----] engagements

"@ecommerceshares That is also very true but failure from FDA to react puts more risk on Lilly. EMA can drag out approvals etc"
X Link 2026-02-05T17:32Z [----] followers, [--] engagements

"FDA reacting quickly to $HIMS marketing scam FDA will take swift action against companies mass-marketing illegal copycat drugs claiming they are similar to FDA-approved products. The FDA cannot verify the quality safety or effectiveness of non-approved drugs. FDA will take swift action against companies mass-marketing illegal copycat drugs claiming they are similar to FDA-approved products. The FDA cannot verify the quality safety or effectiveness of non-approved drugs"
X Link 2026-02-05T23:34Z [----] followers, [----] engagements

"@JCanNuSH At $1 trillion market cap no one stands to loose more than Lilly from this mess"
X Link 2026-02-06T08:44Z [----] followers, [--] engagements

"@topsecretstocks Amazon didnt scam its customers. $HIMS does"
X Link 2026-02-06T10:42Z [----] followers, [---] engagements

"@topsecretstocks Market very clearly telling $HIMS to drop its fraudulent BS"
X Link 2026-02-06T10:54Z [----] followers, [---] engagements

"Having the architect of the rules (ex-FDA Deb Autor) doesn't help when you are stepping outside. HIMS swapped the legal shortage loophole for a risky 503A personalization play that with pills is evidently a scam. Makarys FDA isn't interested in their legal loophole he sees illegal mass-marketing and has already come out and said as much. A Consent Decree doesnt need to bankrupt them to kill the thesis but it could. The market is telling the company to stop the scam BS"
X Link 2026-02-06T11:08Z [----] followers, [---] engagements

"No you are missing the critical point. Last year $HIMS had the shortage exemption. If a drug is on the FDA shortage list you get a pass to copy it. That shield is gone. Now they are using the clinical difference loophole (Section 503A). They are claiming their pill is custom because it uses a liposomal delivery system instead of Novos SNAC technology. That is just not how it works. By changing the delivery system they scientifically created a new drug. The FDA views this as mass-marketing an unapproved new drug without safety trials not compounding a custom prescription. This is in no way"
X Link 2026-02-06T17:08Z [----] followers, [----] engagements

"@TheLongInvest Seems like the DOJ isnt impressed but $HIMS can of course use the money they saved on marketing on the immense legal costs coming up"
X Link 2026-02-06T22:23Z [----] followers, [----] engagements

"@bioinvestor24 How do you view Duvakitug in IBD"
X Link 2025-12-27T23:09Z [----] followers, [---] engagements

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