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"@TripleGateCaptl Tough to build a strong bear thesis here. If anything $NVO has more financial resources (vs $CTLT) and motivation too to remediate the issues. Despite lack of details $SRRK mgmt saying that issues could be resolved soon has more credibility here (else they lose credibility)"
X Link @dot_61 2025-10-14T12:57Z XXX followers, XXX engagements
"To counter all the $NVO bulls who only post positive news let's talk about Catalent $CTLT which I did buy before Novo Nordisk bought them. This has been an unmitigated disaster and today casualties include Scholar Rock $SRRK who has a phase X spinal muscular atrophy drug which is being held up not because of efficacy or safety but rather because $NVO can't get their act together to manufacture safety"
X Link @SayNoToTrading 2025-10-13T17:59Z 10.8K followers, 5974 engagements
"@KavodCapital @BiotechMd @srqstockpicker What do you mean if its true But to your point I showed in my prior article tha $NVO kept all the executives but a junior person whom the inherited from the Nov 2023 inspection. Plus the $CTLT CEO"
X Link @TripleGateCaptl 2025-10-12T20:07Z XXX followers, XXX engagements
"@BiotechMd @srqstockpicker If this is true a lot of people should be very very scared of the hammer coming down on them. cc $CTLT Catalent execs $NVO $SRPT $SRRK @TripleGateCaptl #PARKDOCTRINE"
X Link @KavodCapital 2025-10-12T20:03Z 3701 followers, 1608 engagements