# ![@ZissouCapital Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::914702976.png) @ZissouCapital ZissouCapital

ZissouCapital posts on X about $stvn, $wst, $1sxp, $atr the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::914702976/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::914702976/c:line/m:interactions.svg)

- [--] Week [-----] +440%
- [--] Month [-----] +265%
- [--] Months [------] -21%
- [--] Year [------] +1,163%

### Mentions: [--] [#](/creator/twitter::914702976/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::914702976/c:line/m:posts_active.svg)

- [--] Months [---] +33%
- [--] Year [---] +250%

### Followers: [---] [#](/creator/twitter::914702976/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::914702976/c:line/m:followers.svg)

- [--] Week [---] +0.71%
- [--] Month [---] +5.30%
- [--] Months [---] +17%
- [--] Year [---] +109%

### CreatorRank: [-------] [#](/creator/twitter::914702976/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::914702976/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [cryptocurrencies](/list/cryptocurrencies)  [countries](/list/countries)  [technology brands](/list/technology-brands)  [currencies](/list/currencies)  [nfl](/list/nfl)  [celebrities](/list/celebrities)  [us election](/list/us-election)  [automotive brands](/list/automotive-brands) 

**Social topic influence**
[$stvn](/topic/$stvn) #3, [$wst](/topic/$wst) #2, [$1sxp](/topic/$1sxp) #1, [$atr](/topic/$atr), [business](/topic/business), [strong](/topic/strong), [$gxi](/topic/$gxi), [$cccs](/topic/$cccs), [$ncno](/topic/$ncno), [$nvo](/topic/$nvo)

**Top accounts mentioned or mentioned by**
[@borlaug](/creator/undefined) [@siemprepulpo](/creator/undefined) [@invesquotes](/creator/undefined) [@noahpetey](/creator/undefined) [@pythiar](/creator/undefined) [@compoundpapi](/creator/undefined) [@researchpulse1](/creator/undefined) [@hans1799697](/creator/undefined) [@alexthegreat183](/creator/undefined) [@ghadjia](/creator/undefined) [@bioinvestor24](/creator/undefined) [@helapapi](/creator/undefined) [@0xfuckleroy](/creator/undefined) [@kaladindz](/creator/undefined) [@calvsams](/creator/undefined) [@ladyreapr](/creator/undefined) [@leveeenmasse94](/creator/undefined) [@blankspacenom](/creator/undefined) [@southernvalue95](/creator/undefined) [@biocompounding](/creator/undefined)

**Top assets mentioned**
[Stevanato Group S.p.A. (STVN)](/topic/$stvn) [West Pharmaceutical Services Inc. (WST)](/topic/$wst) [Artrade (ATR)](/topic/$atr) [CCC Intelligent Solutions Holdings Inc. (CCCS)](/topic/$cccs) [NCINO, Inc. (NCNO)](/topic/$ncno) [Novo-Nordisk (NVO)](/topic/$nvo) [Repligen, Corp. (RGEN)](/topic/$rgen) [CDW common stock (CDW)](/topic/$cdw) [Eli Lilly and Company (LLY)](/topic/$lly) [Colliers International Group Inc. Subordinate Voting Shares (CIGI)](/topic/$cigi) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [VSE Corp (VSEC)](/topic/$vsec) [Coconut Chicken (CCC)](/topic/$ccc) [Live Nation Entertainment, Inc. (LYV)](/topic/$lyv) [HAWK (HAWK)](/topic/hawk) [TUAH (TUAH)](/topic/tuah) [Viking Therapeutics, Inc (VKTX)](/topic/$vktx) [Avantor, Inc. (AVTR)](/topic/$avtr) [Advance Auto Parts, Inc. (AAP)](/topic/$aap) [Blend Labs, Inc. (BLND)](/topic/$blnd) [Tesla, Inc. (TSLA)](/topic/tesla) [AMP Token (AMP)](/topic/$amp) [Wat (WAT)](/topic/$wat) [Rollins, Inc. (ROL)](/topic/$rol) [Entegris, Inc. (ENTG)](/topic/$entg) [SPS Commerce, Inc. (SPSC)](/topic/$spsc) [Beldex (BDX)](/topic/$bdx)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@Borlaug_ Yeah quantifying how much more to de-stock in 3Q helpful. Makes sense. SRT nice but I'd rather own RGEN for the next 3-5 years. Have been hoping they'll have to guide down when they report and give me a window"  
[X Link](https://x.com/ZissouCapital/status/1682417621889630210)  2023-07-21T15:49Z [---] followers, [---] engagements


"@Borlaug_ Have you seen good data on mix of pen injector with cartridge vs autoinjector with syringe STVN autoinjector syringe of choice is their Nexa I would think $0.6 / unit"  
[X Link](https://x.com/ZissouCapital/status/1699124164655755289)  2023-09-05T18:15Z [---] followers, [---] engagements


"@Borlaug_ I think thats right - mostly multi dose pens. They make Nexa cartridges too and are marketing for GLP1s. 20-60 cents sounds right for a cartridge"  
[X Link](https://x.com/ZissouCapital/status/1699133356431024244)  2023-09-05T18:52Z [---] followers, [---] engagements


"@HeLaPapi @Borlaug_ @PythiaR Tony Hunt is such a cool cat. Buy that stock before the pods have to start covering it"  
[X Link](https://x.com/ZissouCapital/status/1700267422174134452)  2023-09-08T21:58Z [---] followers, [--] engagements


"@HeLaPapi @Borlaug_ @PythiaR Maybe I missed a chance to reply - yes I think '24 numbers are too low with a clean base growth accelerating. Still 1-2 quarters of chop but I can't understand 10% short interest to try to time the bottom. No sense in being cute about timing entry with this"  
[X Link](https://x.com/ZissouCapital/status/1700580291297853489)  2023-09-09T18:41Z [---] followers, [--] engagements


"@BioCompounding @HeLaPapi @dgillman @Borlaug_ @PythiaR The trust expiring means they can be bought but also that they can issue shares and dilute the family. BIO assets could be dramatically improved by SRT management IMO"  
[X Link](https://x.com/ZissouCapital/status/1700718484433383617)  2023-09-10T03:50Z [---] followers, [---] engagements


"So how full of shit is Paycom The channel partners I talk to say Paycom is getting smoked by competitors and that HR depts hate BETI"  
[X Link](https://x.com/ZissouCapital/status/1719473525201715437)  2023-10-31T21:56Z [---] followers, [---] engagements


"@valueterminal Put this music video on once and it prompted my soon to be brother in law to make some racist comments. Truly a window to the soul this one"  
[X Link](https://x.com/ZissouCapital/status/1751241354057748730)  2024-01-27T13:50Z [---] followers, [--] engagements


"@rev_cap Which freight stocks Most TL and LTL stuff I wouldn't exactly say is ripping.and CHRW new [--] wk low today (well deserved some idio factors there too)"  
[X Link](https://x.com/ZissouCapital/status/1753259714350059583)  2024-02-02T03:31Z [---] followers, [--] engagements


"Eagerly awaiting the scary hit piece on $LYV to come out at 3:30 today after they put out nice results"  
[X Link](https://x.com/ZissouCapital/status/1761084777854021695)  2024-02-23T17:45Z [---] followers, [---] engagements


"@ComebackCap @peter_mantas I'm lost on this one. Nice biz but looks like MSD-HSD grower with mature margin structure. Seems too rich for that profile"  
[X Link](https://x.com/ZissouCapital/status/1761432088677351874)  2024-02-24T16:45Z [---] followers, [---] engagements


"$STVN selling down a bit much.destocking pretty well understood in vials. If they do EUR1.2bn in [--] with Eng flat implies BDS +13% +17% ex COVID and CC. How does that compare to Schott Gerresheimer and the rubber guys There's a reason they keep taking share"  
[X Link](https://x.com/ZissouCapital/status/1765777613753119008)  2024-03-07T16:32Z [---] followers, [---] engagements


"@BioCompounding I don't have any primers that I think are particularly useful. Thought they did a great job laying it out at their capital markets day last year. I've done a ton of field work on it so happy to chat in DMs if you'd like"  
[X Link](https://x.com/ZissouCapital/status/1766111955952038400)  2024-03-08T14:41Z [---] followers, [--] engagements


"@viggy_krishnan $cdw"  
[X Link](https://x.com/ZissouCapital/status/1774143943577403847)  2024-03-30T18:37Z [---] followers, [---] engagements


"I.e. you're a numbnuts if you're short this low-float stock with [--] days to cover heading into a growth and margin reacceleration"  
[X Link](https://x.com/ZissouCapital/status/1829157958737113520)  2024-08-29T14:03Z [---] followers, [---] engagements


"@siyul Bro you think dudes like my rural uncle larry who doesn't have internet at home and lives miles from a grocery store is buying shit on Temu"  
[X Link](https://x.com/ZissouCapital/status/1829601771901370429)  2024-08-30T19:27Z [---] followers, [--] engagements


"@PythiaR @LumberYardCap2 @CoalemusGuy Funding is still soft though improving but biotechs are scared to spend. Pharma budgets slashed but maybe [--] gets better Pipeline candidates getting whacked so at the margin investment is down. Still loads of overcapacity at tier 2-3 cdmos. Skepticism about c&g therapy"  
[X Link](https://x.com/ZissouCapital/status/1852184878609039750)  2024-11-01T03:04Z [---] followers, [---] engagements


"Sowhen long $EL Seems like it might be getting close"  
[X Link](https://x.com/ZissouCapital/status/1852502757225468162)  2024-11-02T00:07Z [---] followers, [---] engagements


"@nysesrcl @rev_cap New product set is game changing for institutional CRE pricing going up with new packages margins inflecting soon will be pureplay software/data going to list in the US sitting on a bunch of bookings that will convert to revenue once capital gets deployed"  
[X Link](https://x.com/ZissouCapital/status/1853170070110749152)  2024-11-03T20:19Z [---] followers, [--] engagements


"Does anyone think the Russian attributed bomb threats story is a littlesuspicious"  
[X Link](https://x.com/ZissouCapital/status/1854006576383750586)  2024-11-06T03:43Z [---] followers, [---] engagements


"@InnocenceCapit1 @EpicureanDeal Agreed Kamala much worse"  
[X Link](https://x.com/ZissouCapital/status/1854021833680462284)  2024-11-06T04:43Z [---] followers, [--] engagements


"@paulcerro $aif.to $vsec"  
[X Link](https://x.com/ZissouCapital/status/1860154757677224427)  2024-11-23T02:53Z [---] followers, [---] engagements


"@compoundpapi Did you buy hawk tuah coin"  
[X Link](https://x.com/ZissouCapital/status/1864812458323419394)  2024-12-05T23:21Z [---] followers, [--] engagements


"Fixing the healthcare system with gun violence is the most American thing Ive ever heard"  
[X Link](https://x.com/ZissouCapital/status/1865014979927085388)  2024-12-06T12:46Z [---] followers, [--] engagements


"@JamesSurowiecki What does it cost in energy and processing power to mine the incremental BTC Whats the USD market cap value of unstable currencies the holders of which might prefer something other than Benjamins under the mattress"  
[X Link](https://x.com/ZissouCapital/status/1865248767839961472)  2024-12-07T04:15Z [---] followers, [--] engagements


"@doordashedcigs Why you have so much conflict and strife with your mother"  
[X Link](https://x.com/ZissouCapital/status/1866999305564983522)  2024-12-12T00:11Z [---] followers, [--] engagements


"@atelicinvest Employers have to pay 50% of payroll taxes Most charitable explanation to his tweet"  
[X Link](https://x.com/ZissouCapital/status/1867072221015052290)  2024-12-12T05:01Z [---] followers, [--] engagements


"@CigarThoughts God can deliver Jameis from pick-sixes and Geno from red zone INTs 🙏"  
[X Link](https://x.com/ZissouCapital/status/1868534317456195661)  2024-12-16T05:51Z [---] followers, [--] engagements


"@moatsixcap But damn if Waymo isnt actually insanely good (in Phoenix where it doesnt snow or even rain really)"  
[X Link](https://x.com/ZissouCapital/status/1868534831333957762)  2024-12-16T05:53Z [---] followers, [--] engagements


"@john_bobbins @geoff_calkins not referring to teachers but district employees whom she manages directly. there's a reason outgoing board members spoke publicly that they made a mistake hiring her. it's not a corruption conspiracy"  
[X Link](https://x.com/ZissouCapital/status/1869447956853915944)  2024-12-18T18:21Z [---] followers, [--] engagements


"@HeLaPapi Not sure whether WST was on CS or not. Would assume so and dual-chamber syringes mean [--] plungers/syringe. WST plungers are on tirz syringes as far as I know but not fluorotec or novapure. + for ATR selling rigid needle shields into LLY"  
[X Link](https://x.com/ZissouCapital/status/1870149373121675343)  2024-12-20T16:48Z [---] followers, [--] engagements


"@romepix Love it I used to love all your Italy pics"  
[X Link](https://x.com/ZissouCapital/status/1870322982104465598)  2024-12-21T04:18Z [---] followers, [--] engagements


"@KiwiPMI Merry Christmas Darren Hope yall are well"  
[X Link](https://x.com/ZissouCapital/status/1871729419947303208)  2024-12-25T01:27Z [---] followers, [--] engagements


"@LadyReapr @ReaperCapital Yes but the altered metabolic response is important for weight loss - stops your body from immediately storing new calories as fat so that calories in calories out is more effective"  
[X Link](https://x.com/ZissouCapital/status/1872267385471906077)  2024-12-26T13:05Z [---] followers, [--] engagements


"@LadyReapr My last time in phoenix a Waymo was behind a human-driven vehicle at a stop light. The guy didnt go after the light turned green and the fuckin Waymo honked at it. Thats when I realized were cooked"  
[X Link](https://x.com/ZissouCapital/status/1874634565299646959)  2025-01-02T01:51Z [---] followers, [---] engagements


"@LadyReapr Was the recommendation of the smoke show bartender at valley bar for whered she go tonight if she had the night off"  
[X Link](https://x.com/ZissouCapital/status/1874645978466410931)  2025-01-02T02:36Z [---] followers, [--] engagements


"I like the concept of the new CFB playoff but the execution has been a disaster. College football should not still be happening after MLK day. They shouldve played the first round before Christmas"  
[X Link](https://x.com/ZissouCapital/status/1877934765346590876)  2025-01-11T04:25Z [---] followers, [---] engagements


"@compoundpapi Dawg you got all weekend to think about that. Get your ass to Hong Kong its Friday night"  
[X Link](https://x.com/ZissouCapital/status/1885553429524758595)  2025-02-01T04:59Z [---] followers, [--] engagements


"@KNielsen2000 I think the problem with Gerresheimer is they're sort of a jack of all trades and master of none but the story they tell the market exaggerates the mix quality of their business IMO"  
[X Link](https://x.com/ZissouCapital/status/1887912600266047584)  2025-02-07T17:13Z [---] followers, [--] engagements


"@KNielsen2000 Really think Gerresheimer is a great PE asset. There's a lot of portfolio repositioning and restructuring to do a lot of break-up value in the assets and getting out of the public markets would help them a lot"  
[X Link](https://x.com/ZissouCapital/status/1887916191659749482)  2025-02-07T17:27Z [---] followers, [--] engagements


"Add $27bn to the buyout cost of $VKTX to get a sense for what itll take to compete BREAKING: Eli Lilly $LLY maker of popular diabetes and weight-loss medicines says it will invest $27 billion in building four manufacturing plants in the U.S. creating thousands of new jobs BREAKING: Eli Lilly $LLY maker of popular diabetes and weight-loss medicines says it will invest $27 billion in building four manufacturing plants in the U.S. creating thousands of new jobs"  
[X Link](https://x.com/ZissouCapital/status/1896737511952756960)  2025-03-04T01:40Z [---] followers, [----] engagements


"$stvn rounded out the packaging earnings today with a solid 4Q and outlook modestly above consensus. IMO guidance of msd-hsd is conservative. Schott has polymer headwinds and is losing share to STVN this year but still guiding to +HSD"  
[X Link](https://x.com/ZissouCapital/status/1897840044708122857)  2025-03-07T02:41Z [---] followers, [---] engagements


"Alright which one of you was buying $CIGI at $121.90 this AM"  
[X Link](https://x.com/ZissouCapital/status/1910690086888284544)  2025-04-11T13:43Z [---] followers, [---] engagements


"What do you with a problem like $WST Great business but they can't stop overpromising and underdelivering slowly losing market share as customers diversify suppliers ever elusive "return to LRP" hiring non-pharma exec to run their most important business"  
[X Link](https://x.com/ZissouCapital/status/1915769151974494611)  2025-04-25T14:05Z [---] followers, [----] engagements


"@hispanstreetcat Path back to target algo much clearer for $STVN than for $WST. Orals will be an important part of the market but very hard to say how it all shakes out. Think still very likely STVN grows +LDD even if orals end up with more than 20-25% of the market"  
[X Link](https://x.com/ZissouCapital/status/1915772302723092604)  2025-04-25T14:18Z [---] followers, [---] engagements


"Amazing the extent to which $AVTR underperforming on the way down and up. $AAP of the bioprocessing and lab supplies markets"  
[X Link](https://x.com/ZissouCapital/status/1915773271305338931)  2025-04-25T14:21Z [---] followers, [----] engagements


"@0xFuckleroy For $WST. yes probably 25x PE in [----]. Growth algo will be more like +MSD top +LDD bottom"  
[X Link](https://x.com/ZissouCapital/status/1915785939525283870)  2025-04-25T15:12Z [---] followers, [---] engagements


"@NRNancy_ Do a colonoscopy prep and then take a shit ton of probiotics"  
[X Link](https://x.com/ZissouCapital/status/1916346158680625167)  2025-04-27T04:18Z [---] followers, [---] engagements


"Investors losing patience with $CSGP's dalliances into but true test won't be until housing market comes ripping back. We'll once again be subjected to the Andy sycophancy I'd imagine http://Homes.com http://Homes.com"  
[X Link](https://x.com/ZissouCapital/status/1917625069918114105)  2025-04-30T17:00Z [---] followers, [---] engagements


"@leveeenmasse94 $ATR pharma is growing faster Even $WST admitting that 90% of new launches are using Westthat used to be much closer to 100%"  
[X Link](https://x.com/ZissouCapital/status/1917730642965758223)  2025-04-30T23:59Z [---] followers, [---] engagements


"Man $CCCS is such a good business but they are the epitome of beat expectations guide below consensus then beat again next quarter. Exhausting treadmill"  
[X Link](https://x.com/ZissouCapital/status/1919795748503220458)  2025-05-06T16:45Z [---] followers, [---] engagements


"Going through $CDW results.noisy with tariff pull-forward and too early to say "they're back"; but unbelievably positive to see them capture demand when and where it materializes"  
[X Link](https://x.com/ZissouCapital/status/1920202464726270326)  2025-05-07T19:41Z [---] followers, [---] engagements


"My key takeaways from a very nice $STVN report: A) vials destocking is done - double digit order intake in bulk and EZ fill; B) [----] guidance is very sandbagged but they're trying to be conservative after last year"  
[X Link](https://x.com/ZissouCapital/status/1920509092017168806)  2025-05-08T16:00Z [---] followers, [---] engagements


"C) EZ fill cartridge commercial production for Novo at Latina by YE [----] - this is a big deal; D) consensus gross margin for 2026-2028 is waayyyy too low"  
[X Link](https://x.com/ZissouCapital/status/1920509270912544991)  2025-05-08T16:01Z [---] followers, [---] engagements


"Should $BLND and $NCNO merge"  
[X Link](https://x.com/ZissouCapital/status/1922044441394643350)  2025-05-12T21:41Z [---] followers, [---] engagements


"The $CCCS investor day today.did anyone learn anything or was that a big waste of time"  
[X Link](https://x.com/ZissouCapital/status/1922717086326907257)  2025-05-14T18:14Z [---] followers, [---] engagements


"@slovak83 NCNO leading in commercial BLND stronger in mortgage where NCNO is relatively weaker. Put together a full stack for customers and accelerate cross-selling"  
[X Link](https://x.com/ZissouCapital/status/1923013978172674136)  2025-05-15T13:53Z [---] followers, [--] engagements


"$CCCS has growth margin expansion FCF conversion insanely high business quality grade A CEO smart shops on the shareholder register but yet trades like doodoo.pls fix thx"  
[X Link](https://x.com/ZissouCapital/status/1923034384858239439)  2025-05-15T15:15Z [---] followers, 14.6K engagements


"@rynmrnt Had to walk down near term organic growth the last couple of quarters but then they always beat their reset guide. 20% of biz is claims volume driven and theyre saying auto claims are down -9% ytd. Raises specter ADAS/AV impacting auto accident rates"  
[X Link](https://x.com/ZissouCapital/status/1923161251686777335)  2025-05-15T23:39Z [---] followers, [---] engagements


"@TheShahrestani Yeah I thought that was a pretty notable call-out on the ER. Wasn't sure if it was Tesla or Rivian but a very interesting validation point"  
[X Link](https://x.com/ZissouCapital/status/1923481150569218226)  2025-05-16T20:50Z [---] followers, [--] engagements


"@SiemprePulpo @Invesquotes Lonza is so $$&"  
[X Link](https://x.com/ZissouCapital/status/1923844519885156807)  2025-05-17T20:54Z [---] followers, [--] engagements


"@Drcm4t @SiemprePulpo All very good points the pace of ramping capacity and allowing the window for compounders to take as much share as they did was pretty rough"  
[X Link](https://x.com/ZissouCapital/status/1923921123625795862)  2025-05-18T01:58Z [---] followers, [--] engagements


"@ikaroscapital @Invesquotes First I think 5-8% is very conservative guidance for this year (intentionally). Accelerating as more HVS capacity from Fishers and Latina comes online and vials market fully normalizes in '26. Cartridge and vials RTU mix shift another tailwind '26-28"  
[X Link](https://x.com/ZissouCapital/status/1932551854828691537)  2025-06-10T21:34Z [---] followers, [--] engagements


"Why is $HIMS still selling compounded semaglutide and aggressively pushing users toward it vs the real Wegovy Why doesn't $NVO read them the riot act here"  
[X Link](https://x.com/ZissouCapital/status/1933538789026086960)  2025-06-13T14:55Z [---] followers, [---] engagements


"I went through the Rx flow this morning out of curiosity and every question was pushing you to say yes you wanted a personalized dose and even after answering no their recommendation at the end was still a compounded semaglutide. Had to select more options to get the real deal"  
[X Link](https://x.com/ZissouCapital/status/1933559751360778581)  2025-06-13T16:19Z [---] followers, [---] engagements


"And this is despite advertising the heavily discounted Wegovy prominently on their sitedo they think $NVO just wont catch on"  
[X Link](https://x.com/ZissouCapital/status/1933559965664322015)  2025-06-13T16:19Z [---] followers, [---] engagements


"@Invesquotes @WTCM3 Too many false starts the last few years but ironically the recovery is actually on this year"  
[X Link](https://x.com/ZissouCapital/status/1937164567752384557)  2025-06-23T15:03Z [---] followers, [---] engagements


"@PythiaR @Invesquotes @WTCM3 I think people really think this way"  
[X Link](https://x.com/ZissouCapital/status/1937172301205684405)  2025-06-23T15:34Z [---] followers, [---] engagements


"Need to test some amylins on this bro $LLY Thread of Satisfying animal moments🧵 [--]. Xing Xing is a one-armed Tibetan macaque who loves to eat https://t.co/Am5By7NBLj Thread of Satisfying animal moments🧵 [--]. Xing Xing is a one-armed Tibetan macaque who loves to eat https://t.co/Am5By7NBLj"  
[X Link](https://x.com/ZissouCapital/status/1938013376086741445)  2025-06-25T23:16Z [---] followers, [---] engagements


"@SiemprePulpo @Invesquotes The funniest conference I've been to was a European packaging conference focused on sustainability. They had a woman from the FDA there who asked what consideration the FDA gives to sustainability. Her response was "0% and it's not on our radar at all" the faces in the room 😂"  
[X Link](https://x.com/ZissouCapital/status/1940776913028764083)  2025-07-03T14:17Z [---] followers, [--] engagements


"I mean besides the fact that it's Monday and the market is open $WAT did a dumb deal and potential EU tariffs"  
[X Link](https://x.com/ZissouCapital/status/1944772270141915358)  2025-07-14T14:53Z [---] followers, [---] engagements


"@evrgn11112231 Seems like European names always overreact momo HFs driving price and the LOs over there are too scared to buy until all headwinds have dissipated. Makes for some interesting opportunities"  
[X Link](https://x.com/ZissouCapital/status/1945120251382763979)  2025-07-15T13:56Z [---] followers, [---] engagements


"@evrgn11112231 Ha yeah - the pattern recognition has PTSD deeply embedded"  
[X Link](https://x.com/ZissouCapital/status/1945124142820229423)  2025-07-15T14:11Z [---] followers, [---] engagements


"@PythiaR Its a cannon rally not an ass rally"  
[X Link](https://x.com/ZissouCapital/status/1948412800612597902)  2025-07-24T15:59Z [---] followers, [---] engagements


"Thank you for your attention to this matter Sheila's downgrade on P&W strikes was clueless.Sad $VSEC looking strong Anyone know what's up with $VSEC today Not seeing any news.someone just lightening their load Anyone know what's up with $VSEC today Not seeing any news.someone just lightening their load"  
[X Link](https://x.com/ZissouCapital/status/1951023727841603864)  2025-07-31T20:54Z [---] followers, [---] engagements


"Destocking in core vials is finally over so we should see that headwind turning to a tailwind next [--] months. Acceleration in ready-to-fill vials and cartridges appears to be happening faster and sooner than expected"  
[X Link](https://x.com/ZissouCapital/status/1955302760972185905)  2025-08-12T16:18Z [---] followers, [---] engagements


"Amongst the elastomer guys - $WST is crawling back as destocking pitters out for them as well. Seeing good plunger volumes for GLP-1s but not as much a needle mover as it is for glass. $ATR injectables putting up great numbers as rigid needle shield supplier for GLP1s"  
[X Link](https://x.com/ZissouCapital/status/1955303137004167348)  2025-08-12T16:19Z [---] followers, [---] engagements


"@SiemprePulpo STVN raising guidance while Schott cutting. Relative share loss with tirzepatide will become more apparent in numbers next 2-3 quarters. Share shift intel based on channel checks"  
[X Link](https://x.com/ZissouCapital/status/1955339056809652729)  2025-08-12T18:42Z [---] followers, [---] engagements


"@Hottie_Baker_ @KcrCap @gordocap18 Agreed they won't get $90/share now but that's why they shouldn't sell now 2-3 quarter before revenue growth re-inflects to double digits"  
[X Link](https://x.com/ZissouCapital/status/1955366814852190677)  2025-08-12T20:32Z [---] followers, [--] engagements


"@CapitalFang @marketplunger1 There have been some ugly BKs in this space but MCW are good operators. PE paying teens multiples for these platforms but how long that lasts if they trade like garbage in public markets is anyone's guess"  
[X Link](https://x.com/ZissouCapital/status/1958597400458928560)  2025-08-21T18:29Z [---] followers, [--] engagements


"@CapitalFang @marketplunger1 Pretty sure it's held in a [----] vintage fund so you'd think LG would like to move it"  
[X Link](https://x.com/ZissouCapital/status/1958601753919988140)  2025-08-21T18:47Z [---] followers, [--] engagements


"Hmm $NCNO growth reinflecting.daddy likey"  
[X Link](https://x.com/ZissouCapital/status/1960442961621344494)  2025-08-26T20:43Z [---] followers, [---] engagements


"@compoundpapi My retirement plan fr"  
[X Link](https://x.com/ZissouCapital/status/1972396749626167791)  2025-09-28T20:23Z [---] followers, [--] engagements


"@Borlaug_ @SculpCity Agree with this - if $ATR would spin their pharma division would be interesting. Datwyler $DAE a better play - they're the share gainer in elastomer. Like STVN is to BD DAE is to WST imo. But like ATR not a pureplay in pharma"  
[X Link](https://x.com/ZissouCapital/status/1671578237896466435)  2023-06-21T17:58Z [---] followers, [---] engagements


"@TidefallCapital Do they think $DSG should trade at 40x '24 EBITDA instead of 30x"  
[X Link](https://x.com/ZissouCapital/status/1750656674598109533)  2024-01-25T23:07Z [---] followers, [---] engagements


"$WST destocking is not the whole story. They're ceding share to $ATR and $DAE because their customers started dual sourcing during the pandemic and are tired of putting up with their bullshit"  
[X Link](https://x.com/ZissouCapital/status/1758145043662074143)  2024-02-15T15:03Z [---] followers, [---] engagements


"Market is really not reading the tea leaves on $AIF strategic direction board of directors moves"  
[X Link](https://x.com/ZissouCapital/status/1763266478420193285)  2024-02-29T18:14Z [---] followers, [----] engagements


"Nice results from $1SXP; expect to see $STVN accelerate similarly next year as more capacity comes online and their syringes get spec'd in to tirzepatide as well"  
[X Link](https://x.com/ZissouCapital/status/1829150715530403906)  2024-08-29T13:34Z [---] followers, [---] engagements


"@pafviera Why should $RTO trade at the same multiple at $ROL To be fair Im not certain Rollins should have the multiple it does"  
[X Link](https://x.com/ZissouCapital/status/1849244514684486070)  2024-10-24T00:20Z [---] followers, [---] engagements


"@jambazzombie Create your own basket of NVO LLY VRTX WST ATR STVN 1SXP YPSN"  
[X Link](https://x.com/ZissouCapital/status/1867619203798401442)  2024-12-13T17:14Z [---] followers, [---] engagements


"Implications of Cagrisema for packaging sector: very -for GXI had GLP eggs in dual-chamber syringe remain on the outside looking in. +/- for STVN have a nice dual-chamber cartridge but also spec'd in for Tirz on syringes carts and vials. + for 1SXP for Tirz syringe sales"  
[X Link](https://x.com/ZissouCapital/status/1870136195465802140)  2024-12-20T15:56Z [---] followers, [---] engagements


"Busy day in primary packaging. $1SXP results VERY bullish for vials and RTU cartridge market - market not pricing in vial recovery or rapid RTU cart swtich. Their syringes sucked but if really polymer-only is 1SXP-idio. Tho could be feeling share loss to $STVN with LLY already"  
[X Link](https://x.com/ZissouCapital/status/1890117023591723199)  2025-02-13T19:13Z [---] followers, [---] engagements


"What to say about the shocker at $WST. Time to call into question the LT 7-9% construct They are slowly ceding share in elastomers to $ATR and $DAE. Strategic value of contract manufacturing and their dalliances into device development really in question I think"  
[X Link](https://x.com/ZissouCapital/status/1890117396742254637)  2025-02-13T19:14Z [---] followers, [---] engagements


"And for the stalwart $GXI bulls - look at WST's contract manufacturing business.is that what you're bulled up on at GXI Bormioli was a desperation move and now looking an albatross. Going private is a desperation move now by Dietmar to try to salvage his mess"  
[X Link](https://x.com/ZissouCapital/status/1890117939870986696)  2025-02-13T19:16Z [---] followers, [---] engagements


"Overall - think the outlook for $STVN and $1SXP really compelling from here. Schott results were very strong read-through for $STVN but yet the monkeys sell it down in sympathy with $WST. $STVN at $18.50 this AM was a gift"  
[X Link](https://x.com/ZissouCapital/status/1890119107611357636)  2025-02-13T19:21Z [---] followers, [---] engagements


"@alexthegreat183 Their problem is they've been selling themselves as positioned to be an outsized GLP-1 winner but Stevanato and Schott are winning the high-value pieces (syringes and RTU cartridges). GXI can have some 10-15% margin contract manufacturing all day"  
[X Link](https://x.com/ZissouCapital/status/1890541798965088724)  2025-02-14T23:21Z [---] followers, [--] engagements


"@alexthegreat183 [----] will be the put-up or shut-up year for GXI to show they're a GLP1 winner which is probably why they're shopping a sale tbh"  
[X Link](https://x.com/ZissouCapital/status/1890541999754797276)  2025-02-14T23:21Z [---] followers, [--] engagements


"@alexthegreat183 GXI is not selling syringes for Wegovy. Their dual chamber syringe is on cagrisema sharing that with Stevanato. Assuming cagrisema comes to market in a dual chamber format theyll both get some of that volume. Theres been talk from Novo about reformulating for a normal syringe"  
[X Link](https://x.com/ZissouCapital/status/1892188491557020071)  2025-02-19T12:24Z [---] followers, [--] engagements


"@JerryCap So cringe to hear that crap on an earnings call"  
[X Link](https://x.com/ZissouCapital/status/1894249342300491869)  2025-02-25T04:53Z [---] followers, [---] engagements


"$stvn being more conservative on vials recovery but still guiding vials to grow msd-hsd this year. Implies cartridges and syringes will both grow msd-hsd as well which is surely too conservative. Expect estimates for $stvn to keep rising through the year"  
[X Link](https://x.com/ZissouCapital/status/1897840480987090977)  2025-03-07T02:43Z [---] followers, [---] engagements


"All in all packaging is back Favorites here are $stvn $1sxp $atr. $gxi is only attractive if you think they get a deal done. $wst is complicated right now - theyre losing share and in denial. Still a great business but other plays are cleaner r/r currently"  
[X Link](https://x.com/ZissouCapital/status/1897841241888637127)  2025-03-07T02:46Z [---] followers, [---] engagements


"$stvn $1sxp and $atr are all share-gainers in the space. For the glass players the market is sleeping big-time on the transition of the cartridge market to ready-to-use. Estimates for [----] are too low as well"  
[X Link](https://x.com/ZissouCapital/status/1897843579910754539)  2025-03-07T02:55Z [---] followers, [---] engagements


"Fun surprise [--] for [--] day in glass packaging with $GXI results and an ad hoc "we're crushing it" pre-announce from $1SXP"  
[X Link](https://x.com/ZissouCapital/status/1910822021090496899)  2025-04-11T22:27Z [---] followers, [----] engagements


"Hmm $RGEN results"  
[X Link](https://x.com/ZissouCapital/status/1917192756843233715)  2025-04-29T12:22Z [---] followers, [----] engagements


"View this as very healthy for the ecosystem long term and driving wider adoption - NVO letting bygones be bygones. Great for NVOs cartridge supplier $STVN and pens $YPSN Novo Nordisk $NVO has reached an agreement with three telehealth companies to offer their GLP-1 drugs through them. If confirmed by $NVO I believe this partnership is beneficial for both ends but I wonder how this interacts with the fact that $HIMS will keep selling compounded https://t.co/jlivuncti4 Novo Nordisk $NVO has reached an agreement with three telehealth companies to offer their GLP-1 drugs through them. If"  
[X Link](https://x.com/ZissouCapital/status/1917194572305756242)  2025-04-29T12:29Z [---] followers, [----] engagements


"Damn hate to see Bertrand Loy retiring from $ENTG. Dude is a legend and has created insane LT value"  
[X Link](https://x.com/ZissouCapital/status/1921925809570275419)  2025-05-12T13:49Z [---] followers, [----] engagements


"Odd to hear Schott $1SXP reducing capex in the US because "volatilities went up.so here we are a bit more cautious with our projects." Managing LT capacity expansion like a trader who pukes at the lows"  
[X Link](https://x.com/ZissouCapital/status/1923025794546258210)  2025-05-15T14:40Z [---] followers, [---] engagements


"Shout out to Jacob Johnson doing the Lords work at $RGEN ie telling us the larger ATF commercial wins could be $15mm+ in annual consumables pull-through"  
[X Link](https://x.com/ZissouCapital/status/1924933689223352774)  2025-05-20T21:02Z [---] followers, [---] engagements


"Oh Gerresheimer.shitco that you are $GXI. Glad to see pharma glass and delivery devices still on track though"  
[X Link](https://x.com/ZissouCapital/status/1929563122349584564)  2025-06-02T15:37Z [---] followers, [----] engagements


"@KiwiPMI @icepoweredkitty Post-COVID hardware shadow for their core customer also faster growing cloud SaaS etc. spend is accounted as agent sale with revenue netted down 100% gross margin but not as impactful to topline growth"  
[X Link](https://x.com/ZissouCapital/status/1934974096627880037)  2025-06-17T13:59Z [---] followers, [---] engagements


"Ok I give up - why are we dumping bioprocessing today is there a downgrade I missed $RGEN $DIM.FP"  
[X Link](https://x.com/ZissouCapital/status/1944770881600852430)  2025-07-14T14:48Z [---] followers, [----] engagements


"Interesting move by $CIGI to consolidate and rebrand all their investment management businesses under Harrison Street.potentially setting up for a spin/IPO of this very undervalued piece of the portfolio"  
[X Link](https://x.com/ZissouCapital/status/1948028598037762294)  2025-07-23T14:33Z [---] followers, [---] engagements


"WTAF is going on with $SPSC Good 2Q results FY guide looks good shoots themselves in the face with a completely fugly and confusing mid-term organic growth guide Either something is really wrong or theyre very confused about communication"  
[X Link](https://x.com/ZissouCapital/status/1951076481041395826)  2025-08-01T00:24Z [---] followers, [---] engagements


"Growth inflecting back emerging solutions contributing $CCCS up 15% after hours now up 2% Sad Thank you for your attention to this matter $CCCS has growth margin expansion FCF conversion insanely high business quality grade A CEO smart shops on the shareholder register but yet trades like doodoo.pls fix thx. $CCCS has growth margin expansion FCF conversion insanely high business quality grade A CEO smart shops on the shareholder register but yet trades like doodoo.pls fix thx"  
[X Link](https://x.com/ZissouCapital/status/1951285077100441930)  2025-08-01T14:13Z [---] followers, [----] engagements


"So all primary packaging reports are in what can we deduce $STVN is gaining share and outpacing peers by a strong margin they're raising constant currency guide for BDS and headline growth in North America is accelerating despite Fx headwinds"  
[X Link](https://x.com/ZissouCapital/status/1955300725644300741)  2025-08-12T16:09Z [---] followers, [----] engagements


"$STVN is taking share from $1SXP particularly on Tirzepatide and reaping the benefits of their early and aggressive US expansion which is winning favor from US customers and shielding them from tariffs going forward"  
[X Link](https://x.com/ZissouCapital/status/1955301015911055716)  2025-08-12T16:11Z [---] followers, [---] engagements


"$1SXP on the other hand is showing great growth in sterile vials and cartridges their syringes are getting dragged down by continued malaise in polymer which doesn't look to be coming back anytime soon"  
[X Link](https://x.com/ZissouCapital/status/1955301267493753134)  2025-08-12T16:12Z [---] followers, [---] engagements


"Their growth in North America is decelerating while $STVN's is accelerating more evidence of the share loss and the fact that they are many years late expanding US capacity"  
[X Link](https://x.com/ZissouCapital/status/1955301555944517845)  2025-08-12T16:13Z [---] followers, [---] engagements


"$BDX touted strong growth in biologics but weakness in vaccines. Not sure what they're on about. They're bragging about signed GLP-1 contracts but let's be honest they're not currently supplying Novo or Lilly"  
[X Link](https://x.com/ZissouCapital/status/1955301963253358871)  2025-08-12T16:14Z [---] followers, [---] engagements


"$GXI is struggling. Hard to unwind what's packaging from CDMO activities because disclosure is so poor. Maybe we'll get better insights after they complete the moulded glass spin"  
[X Link](https://x.com/ZissouCapital/status/1955302190530076739)  2025-08-12T16:15Z [---] followers, [---] engagements


"Some concerns about tariff pullforward boosting $STVN's 2Q I don't see it - order lead times are too long for that to have been a factor and you didn't see it in Schott's results or guidance cut either. $STVN outperformance looks to be purely organic share gain"  
[X Link](https://x.com/ZissouCapital/status/1955302561113645439)  2025-08-12T16:17Z [---] followers, [---] engagements


"@SiemprePulpo STVN PFS growing mid-teens and North America growth accelerating in June qtr vs Schott decelerating. STVN is now 60% of tirzepatide volume vs Schott 40%. Schott was 50% last year and 100% [--] years ago"  
[X Link](https://x.com/ZissouCapital/status/1955318844878098789)  2025-08-12T17:21Z [---] followers, [---] engagements


"I'm not sure what this says about me but at least once a day while listening to a podcast on my commute Spotify serves me an ad that starts "Living with schizophrenia can be tough." I mean.what does the algo know"  
[X Link](https://x.com/ZissouCapital/status/1958974958635246039)  2025-08-22T19:30Z [---] followers, [----] engagements


"Nice deal from $VSEC announced with really great operating results. John Cuomo is an absolute killer. Building a giant in aftermarket aerospace"  
[X Link](https://x.com/ZissouCapital/status/1982939353266679841)  2025-10-27T22:35Z [---] followers, [---] engagements


"@blankspacenom @RiggedCapital @PythiaR why would you extrapolate trailing [--] year organic when they were going through a horrendous destocking cycle that is now over and turning into a tailwind for '26 comps"  
[X Link](https://x.com/ZissouCapital/status/1990844761998082374)  2025-11-18T18:09Z [---] followers, [--] engagements


"@blankspacenom @RiggedCapital @PythiaR Agree the focus on that has been correct the last [--] years not sure it makes sense to be as myopically focused on it looking forward 12-24 months. Even with orals GLP injectables are going to grow nicely and layer on base recovery at accretive margins and [----] looks pretty good"  
[X Link](https://x.com/ZissouCapital/status/1990883724041347402)  2025-11-18T20:44Z [---] followers, [--] engagements


"@ResearchPulse1 @aditharun_ Will be interesting to watch prescribers. Injectables still more effective faster working easier adherence lower side effects.some people scared of needles but injectables still just a better option"  
[X Link](https://x.com/ZissouCapital/status/1990885098007232877)  2025-11-18T20:49Z [---] followers, [--] engagements


"@sadandlonely_69 Ding ding ding. And consensus gross margins next year are too low as well as capacity utilization ramps up"  
[X Link](https://x.com/ZissouCapital/status/1991246500307902811)  2025-11-19T20:45Z [---] followers, [---] engagements


"@stockthoughts81 Given the structural protections around that then sounds like its an asymmetrical upside opportunity"  
[X Link](https://x.com/ZissouCapital/status/1991883254463353038)  2025-11-21T14:55Z [---] followers, [---] engagements


"@SouthernValue95 @HughyJass58 It seems like it would be. But its the buyers telling vendors hey if you want to do business with us easiest way to do it is go to SPS and value prop for vendors is access to the network. You land WFM now easy to start selling to sprouts fresh mkt etc"  
[X Link](https://x.com/ZissouCapital/status/1994986586124046846)  2025-11-30T04:27Z [---] followers, [---] engagements


"@SouthernValue95 @HughyJass58 Hard to see that retailer base pushing their vendors to SHOP as a competing channel. Also a lot of SPS customers start on SHOP selling DTC and then get picked up by a major retailer and realize its a whole different league of complexity and logistics compliance"  
[X Link](https://x.com/ZissouCapital/status/1994987424863101018)  2025-11-30T04:30Z [---] followers, [---] engagements


"@GHadjia $AIF.TO contd board just rejected takeout offers announced 25% buyback [----] US listing and massive overhead cuts to get margins to 30-35%"  
[X Link](https://x.com/ZissouCapital/status/1999298056009961699)  2025-12-12T01:59Z [---] followers, [---] engagements


"@GHadjia $AIF.TO contd new pricing model on software generating 15% uplift and new product cycle coming at same time CRE transaction cycle starting to inflect back recurring revenue growth going to HSD-LDD"  
[X Link](https://x.com/ZissouCapital/status/1999298573058605098)  2025-12-12T02:01Z [---] followers, [---] engagements


"@Hans1799697 @SiemprePulpo Multiple tricky b/c on what earnings STVN is massively underearning now vs where topline margins and FCF conversion will be in 2027-2028. Schott less so. STVN should trade at a premium to Schott but also Schott should not trade at a POS cyclical multiple like it is now"  
[X Link](https://x.com/ZissouCapital/status/2002095285305237529)  2025-12-19T19:14Z [---] followers, [--] engagements


"@Hans1799697 @SiemprePulpo STVN likewise shouldn't trade at such a wide discount to WST when business quality is similar and earnings growth outlook is significantly better"  
[X Link](https://x.com/ZissouCapital/status/2002096237370356112)  2025-12-19T19:18Z [---] followers, [--] engagements


"@SiemprePulpo @InvEnCalidad @Lab_Inversion @Invesquotes Schott also has problems with glass syringe demand due to a vaccine customer (may or may not be mRNA vaccine in a glass PFS). Schotts total vaccine exposure is 20% including mRNA vs STVN at 6-8%"  
[X Link](https://x.com/ZissouCapital/status/2003505016192311670)  2025-12-23T16:36Z [---] followers, [--] engagements


"@ResearchPulse1 Fair enough but it doesn't tell you that prescribers are going to switch from prescribing tirzepatide or injectable semaglutide to orals as primary treatment recommendation"  
[X Link](https://x.com/ZissouCapital/status/2003535706581533034)  2025-12-23T18:38Z [---] followers, [--] engagements


"Incredibly emasculating to hear Levi Stadium to play AC/DC Thunder every third down like the Seahawks arent just going to run it and convert. #GoHawks"  
[X Link](https://x.com/ZissouCapital/status/2007709006899687683)  2026-01-04T07:01Z [---] followers, [---] engagements


"@compoundpapi 49ers defense when they hear the 3rd down music start"  
[X Link](https://x.com/ZissouCapital/status/2007727732168503807)  2026-01-04T08:16Z [---] followers, [--] engagements


"@noahpetey @alexthegreat183 @boredbuyside Yes I think they are - when they put that out were being pretty conservative on vial transition and cartridges werent really factored in. Major cartridge shift coming next 2-3 years and vials may do better due to annex [--]. Nexa syringes are also doing better than expected"  
[X Link](https://x.com/ZissouCapital/status/2014368101106676123)  2026-01-22T16:02Z [---] followers, [---] engagements


"@Invesquotes @_H_T_D @Borlaug_ They've said 1:1 sales to capex ratio which gives them capacity to nearly 2x their glass business by 2028-2029 at significantly higher gross margins than historic company averages due to HVS mix shift"  
[X Link](https://x.com/ZissouCapital/status/2015843605424832889)  2026-01-26T17:45Z [---] followers, [--] engagements


"@Invesquotes @_H_T_D @Borlaug_ Franco's early and aggressive expansion in the US has them in pole position in a post-COVID reshoring and tariff world to significantly outgrow peers in the fastest growing market"  
[X Link](https://x.com/ZissouCapital/status/2015843966269186542)  2026-01-26T17:47Z [---] followers, [--] engagements


"@ToffCap @BurggrabenH We're now long $DSFIR with a [--] year thesis. Short-term a bit choppy but inventory effect temporary. Cheaper than $IFF which is the worst of the bunch much cheaper than $GIVN and $SY1 with arguably a better combined asset base now"  
[X Link](https://x.com/ZissouCapital/status/1672239984240197634)  2023-06-23T13:47Z [---] followers, [---] engagements


"New $RCI long thesis - OF models go back to dancing and the youths will long for the touch of a real woman Canceled OF Phub subscriptions Thank you @Grok Imagine Canceled OF Phub subscriptions Thank you @Grok Imagine"  
[X Link](https://x.com/ZissouCapital/status/1955362184973963407)  2025-08-12T20:14Z [---] followers, [----] engagements


"Alright who are the numbnuts selling $STVN on the [---] investigation EU tariffs are capped at 15% regardless of future [---] and in any case STVN is [--] years ahead of competition in building out US syringe capacity for US demand. This [---] is targeting plastic syringes from China"  
[X Link](https://x.com/ZissouCapital/status/1971329228663816252)  2025-09-25T21:41Z [---] followers, [---] engagements


"@Hans1799697 @SiemprePulpo Fair question though if WST should trade where it does.but it has for a long time and plenty of good reasons for why"  
[X Link](https://x.com/ZissouCapital/status/2002096398708453535)  2025-12-19T19:19Z [---] followers, [---] engagements


"@ResearchPulse1 @bioinvestor24 Right I mean what you'd expect would happen if these patients are in contact with an actual Dr is they'd say I'm unhappy with the results/SEs and the Dr would say ok why don't we try you on a more effective treatment with lower adverse effects i.e. Tirz"  
[X Link](https://x.com/ZissouCapital/status/2018419284037210327)  2026-02-02T20:20Z [---] followers, [---] engagements


"@ResearchPulse1 @bioinvestor24 Big % difference between those who haven't yet sought treatment because they'd prefer an oral option vs those that will never switch to an injection even if a Dr says this might work better for you"  
[X Link](https://x.com/ZissouCapital/status/2018428733980336320)  2026-02-02T20:58Z [---] followers, [--] engagements


"@DogLog29 @bioinvestor24 @ResearchPulse1 @maziardoustdar I mean.yes but orfo definitely has even lower effectiveness than oral Wegovy and appears to have higher adverse effects/discontinuation rate too"  
[X Link](https://x.com/ZissouCapital/status/2018458582707228763)  2026-02-02T22:56Z [---] followers, [--] engagements


"@noahpetey @evfcfaddict @Ax3l_Blaze Agreed. Been hammering them that at this point no downside to disclosing it. Helps people forecast. And WST and Schott have done so. Mix of diabetes vs obesity GLP1 is important distinction to remember though"  
[X Link](https://x.com/ZissouCapital/status/2019257715499962571)  2026-02-05T03:52Z [---] followers, [--] engagements


"@kaladindz @Calvsams CMD LT guide pushed out because of the destocking in vials which they hadnt anticipated as being so severe. LT trends in injectables very much intact. RTU conversion even better because Novo shifting huge cartridge volumes to RTU starting later this year/early 2027"  
[X Link](https://x.com/ZissouCapital/status/2019598086549782897)  2026-02-06T02:24Z [---] followers, [--] engagements


"@kaladindz @Calvsams [----] has multiple tailwinds all converging: vials normalization GLP1s still growing strong (Lilly is boosting orders for this year and next) Annex [--] picking up ramp in utilization and margins at Latina and Fishers. [----] and [----] even better"  
[X Link](https://x.com/ZissouCapital/status/2019598443069771989)  2026-02-06T02:26Z [---] followers, [--] engagements


"@bioinvestor24 Noise on the pens from both due to coverage issues start of year but looky looky the best treatment continues to expand its share. Snow impacted everyone equally last week"  
[X Link](https://x.com/ZissouCapital/status/2019817446388220185)  2026-02-06T16:56Z [---] followers, [--] engagements


"@compoundpapi Insane for her to race with a torn ACL"  
[X Link](https://x.com/ZissouCapital/status/2020583699298074703)  2026-02-08T19:41Z [---] followers, [--] engagements


"@hispanstreetcat @0xFuckleroy @Borlaug_ @newbot94050078 for sure if you think numbers this year are unachievable - fair enough. if they outperform though the thing is pretty torqued"  
[X Link](https://x.com/ZissouCapital/status/1902362128050258291)  2025-03-19T14:10Z [---] followers, [---] engagements


"@SouthernValue95 Normalized is HSD-LDD at this point but significant margin expansion coming AI cuts out a lot of their manual stuff internally. Plus buybacks get mid-teens+ EPS growth for next [--] yrs"  
[X Link](https://x.com/ZissouCapital/status/1994903388178551196)  2025-11-29T22:56Z [---] followers, [---] engagements


"Schott $1SXP cutting [----] and mid-term guide due to lower syringe demand. Market will probably think "oral GLP-1s" but this is most likely Lilly shifting share to $STVN on tirzepatide as they bring capacity online in Latina and Fishers. Schott getting butt kicked by STVN"  
[X Link](https://x.com/ZissouCapital/status/1996686763776266415)  2025-12-04T21:03Z [---] followers, [----] engagements


"Very interesting call from $1SXP - what did we learn Hard to read it as anything but very bullish for $STVN. Their lousy guidance for glass syringe volumes for next year is due to falling market demand for an mRNA vaccine so that's one of the COVID vaccines in glass PFS now"  
[X Link](https://x.com/ZissouCapital/status/1999213339377823955)  2025-12-11T20:22Z [---] followers, [----] engagements


"Schott's overall vaccine exposure is 20% including both mRNA (8% going to 5% next year) and non-mRNA vaccines at 10-15%. $STVN much less exposed to this soft market segment at 6-8% this year. Reason is mainly due to Schott's scale in luer-lock syringes vs staked-needle"  
[X Link](https://x.com/ZissouCapital/status/1999214003944399273)  2025-12-11T20:25Z [---] followers, [---] engagements


"Schott doesn't see that they're losing share to a competitor (they are.$STVN taking share with LLY on GLP-1s and Schott not a syringe supplier to Novo) but freely admits they can't tell you who is delivering what"  
[X Link](https://x.com/ZissouCapital/status/1999214632716718266)  2025-12-11T20:28Z [---] followers, [---] engagements


"Despite the share losses Schott still seeing strong growth for GLP-1s in [----] and beyond - bodes very well for $STVN next year and belies the panic for packaging that oral GLP-1 launches will cause massive [----] headwinds"  
[X Link](https://x.com/ZissouCapital/status/1999214986413875332)  2025-12-11T20:29Z [---] followers, [---] engagements


"Most strikingly Schott have shifted their discussion around US syringe expansion in North Carolina from "planned [----] groundbreaking" to "under evaluation" and not in [----] Capex plans"  
[X Link](https://x.com/ZissouCapital/status/1999215614288953670)  2025-12-11T20:32Z [---] followers, [---] engagements


"$STVN's aggressive expansion [--] years ago in Fishers IN is looking more and more prescient while Schott sat on their thumbs tariffs/reshoring now a major tailwind for $STVN as more lines get validated in the US while Schott is at least [--] years away from meaningful US capacity"  
[X Link](https://x.com/ZissouCapital/status/1999216051335094553)  2025-12-11T20:33Z [---] followers, [---] engagements


"Encouraging to see $STVN trade up today after the Schott call. At least someone in the market is using their brain and seeing that the commentary is bullish for $STVN and that the narratives around oral GLP-1s price cuts multi-dose formats are nonsense and $STVN is way oversold"  
[X Link](https://x.com/ZissouCapital/status/1999217412882006098)  2025-12-11T20:39Z [---] followers, [---] engagements


"@sadandlonely_69 It is for sure. Just been sucked into the narrative vortex of "oral GLP-1s huge packaging screwed" and "cheaper GLP-1s and multi-dose formats sell $STVN and $WST""  
[X Link](https://x.com/ZissouCapital/status/1999218119299182792)  2025-12-11T20:41Z [---] followers, [---] engagements


"@GHadjia $CCC $NCNO $AIF.TO"  
[X Link](https://x.com/ZissouCapital/status/1999223579259600974)  2025-12-11T21:03Z [---] followers, [---] engagements


"@GHadjia $CCC dominant industry platform with network effect and insurmountable data advantage growth accelerating new products gaining adoption and ramping growth"  
[X Link](https://x.com/ZissouCapital/status/1999296680446005505)  2025-12-12T01:54Z [---] followers, [---] engagements


"@GHadjia $NCNO leading cloud banking platform bringing AI to banks pricing model shift leading to acceleration and reduced churn margins inflecting and industry headwinds abating"  
[X Link](https://x.com/ZissouCapital/status/1999297104951591135)  2025-12-12T01:55Z [---] followers, [---] engagements


"@SiemprePulpo Thanks friend I should have added Schott remains a fantastic organization great scientific rigor and is dirt cheap at the moment. Going to be in the penalty box for awhile but they are leaders in a lot of fwd looking spaces like large volume injectables"  
[X Link](https://x.com/ZissouCapital/status/1999896165681074220)  2025-12-13T17:36Z [---] followers, [---] engagements


"@Hans1799697 @SiemprePulpo I'd put it this way at current prices I think STVN is a better investment. I don't think Schott is a bad investment at current levels but I'd rather own the better business that is going to win outsized share and outgrow the market next 3-5 years"  
[X Link](https://x.com/ZissouCapital/status/2002099378883121507)  2025-12-19T19:31Z [---] followers, [---] engagements


"@alexthegreat183 @boredbuyside Happy to answer any questions. It's certainly trading like orals have killed the injectables market but GLPs are going to grow co avg in '26 for STVN. They definitely haven't overbuilt. They're selling every syringe and cartridge they can make. US capacity a big edge next [--] yrs"  
[X Link](https://x.com/ZissouCapital/status/2014068915932914124)  2026-01-21T20:13Z [---] followers, [---] engagements


"@bioinvestor24 @ResearchPulse1 @maziardoustdar Disaster case for $NVO would be Wegovy Pill expands the market results/SEs are not great and 3-6 months from now creates a funnel of new Tirz users"  
[X Link](https://x.com/ZissouCapital/status/2018406859997168083)  2026-02-02T19:31Z [---] followers, [---] engagements


"@compoundpapi They closed on Dayforce today one question is who is going to lend to them at 6x Ebitda if they cant answer the AI question"  
[X Link](https://x.com/ZissouCapital/status/2019164869711290845)  2026-02-04T21:43Z [---] followers, [----] engagements


"@noahpetey @0xFuckleroy @Borlaug_ I am thinking WST report next week should be a positive catalyst but seems likely we keep getting whipped around by weekly pill TRx until mkt stabilizes"  
[X Link](https://x.com/ZissouCapital/status/2020282518772281397)  2026-02-07T23:44Z [---] followers, [---] engagements


"@noahpetey @0xFuckleroy @Borlaug_ I would also add if FDA really does shut down the compounded GLP1 market it is unbelievably bullish for STVN. There are millions of patients buying drugs in vials from low qual sources. If that's shut down NVO and LLY will need a lot more syringes carts and vials from STVN"  
[X Link](https://x.com/ZissouCapital/status/2020486775123153205)  2026-02-08T13:16Z [---] followers, [--] engagements


"@compoundpapi LikeI dont even know how you ski at all without an ACL let alone try to race in the Olympic downhill"  
[X Link](https://x.com/ZissouCapital/status/2020590804650312153)  2026-02-08T20:09Z [---] followers, [--] engagements


"@hcf_m2h YES and got to fill the Niners locker room with cigar smoke for the 2nd time in [--] weeks"  
[X Link](https://x.com/ZissouCapital/status/2021295435365728306)  2026-02-10T18:49Z [---] followers, [--] engagements


"@kaladindz @noahpetey @Calvsams @Invesquotes @peter_mantas @Borlaug_ I interpreted it as competitive environment for syringes. Schott is losing share on tirzepatide this year as Lilly are shifting incremental volume to STVN particularly as Fishers continues to ramp capacity. It was interesting to me no one on the call asked about orals"  
[X Link](https://x.com/ZissouCapital/status/2021610317252268093)  2026-02-11T15:40Z [---] followers, [---] engagements


"@FullySynergized Jobs report good means lower chance of rate cuts so CRE trx stay slow. Or maybe CBRE is just SaaS now"  
[X Link](https://x.com/ZissouCapital/status/2021671106801807712)  2026-02-11T19:42Z [---] followers, [---] engagements


"@marc_slans When the AI has killed us all there will be no more trash pickup"  
[X Link](https://x.com/ZissouCapital/status/2022074195480576292)  2026-02-12T22:23Z [---] followers, [---] engagements


"@compoundpapi @marc_slans For sure I'll be nic'd out no matter what the future holds"  
[X Link](https://x.com/ZissouCapital/status/2022075142508360153)  2026-02-12T22:27Z [---] followers, [--] engagements


"Time to separate reality from the narrative in pharmaceutical packaging. WST ATR Schott and DAE have all reported their 12/31. STVN yet to put theirs out and we'll ignore GXI because 🤡. Every single one has beaten 4Q and except for Schott guided to accelerating growth in 26"  
[X Link](https://x.com/ZissouCapital/status/2022330187040555030)  2026-02-13T15:21Z [---] followers, [----] engagements


"The pill launch has been unsurprisingly strong. But yet the Iqvia data this week shows Zepbound continuing to grow unabated and continuing to take share from Novo in the US. Pills are great they expand the market but injectables aren't going anywhere and they won't stop growth"  
[X Link](https://x.com/ZissouCapital/status/2022331196748021975)  2026-02-13T15:25Z [---] followers, [---] engagements


"It's been easy to sell/short phenomenal LT franchises like $STVN and $WST on the narrative of pills killing the injectable GLP-1s but reality is GLP-1s which are mid-teens % of sales for these businesses are still growing +DD and contributing to growth"  
[X Link](https://x.com/ZissouCapital/status/2022332408935436661)  2026-02-13T15:29Z [---] followers, [---] engagements


"And if you're looking for a safe haven in this AI-crazed market. Drug packaging cannot be disrupted. No obsolescence risk impenetrable barriers to entry and gobs of LT secular tailwinds on top of near-term market acceleration"  
[X Link](https://x.com/ZissouCapital/status/2022331654593974279)  2026-02-13T15:26Z [---] followers, [---] engagements


"Here's WF's take on the Iqvia numbers this morning. Zepbound also benefited from a bounce back week after the snowstorm and nice to see pens picking up after the beginning of the year coverage shake-up"  
[X Link](https://x.com/ZissouCapital/status/2022334238620831758)  2026-02-13T15:37Z [---] followers, [---] engagements


"@ToddWenning Stevanato Group based outside Venice but they have a large facility south of Rome you could visit"  
[X Link](https://x.com/ZissouCapital/status/1942388831225024669)  2025-07-08T01:02Z [---] followers, [---] engagements


"@leveeenmasse94 I hear you - that was the beauty of their guidance this year hitting good numbers on the strength of the broad base and GLP1 upside is gravy. Market has lost its mind trading these things like they are GLP1 beta only"  
[X Link](https://x.com/ZissouCapital/status/2022654037557154244)  2026-02-14T12:47Z [---] followers, [--] engagements

### Topic Creators

https://lunarcrush.com/api4/public/topic/:topic/creators/v1

Get the top creators for a social topic

input parameters:

+ **topic**: _Provide the topic to get details for. A topic must be all lower case and can only include letters, numbers, spaces, # and $._ **required**

Example request:

```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/topic/bitcoin/creators/v1
```



Example response:

```json
{
  "data": [
    {
      "creator_id": "twitter::1605310254085980161",
      "creator_name": "Bitcoin_Teddy",
      "creator_avatar": "https://pbs.twimg.com/profile_images/1739753415134138368/FrWHMAnb_200x200.jpg",
      "creator_followers": 74293,
      "creator_rank": 1,
      "interactions_24h": [-------]
    }
  ]
}
```

Schema:

+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_name**: The unique screen name for the influencer
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours




---

### Creators List

https://lunarcrush.com/api4/public/creators/list/v1

Get a list of trending social creators over all of social based on interactions. To get lists of creators by category or topic see the topics and categories endpoints.

Example request:

```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creators/list/v1
```



Example response:

```json
{
  "data": [
    {
      "creator_name": "elonmusk",
      "creator_display_name": "Elon Musk",
      "creator_id": "44196397",
      "creator_network": "twitter",
      "creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
      "creator_followers": 234295750,
      "creator_posts": 3649,
      "creator_rank": 1,
      "interactions_24h": [---------]
    }
  ]
}
```

Schema:

+ **creator_name**: The unique screen name for the influencer
+ **creator_display_name**: The chosen display name for the influencer if available
+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_network**: The social network for the post or influencer. We still refer to x as twitter out of developer preference.
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_posts**: total number of posts with interactions in the last [--] hours
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours




---

### Creator

https://lunarcrush.com/api4/public/creator/:network/:id/v1

Get detail information on a specific creator

input parameters:

+ **network**: _Provide the network for the creator. One of twitter, youtube, instagram, reddit, or tiktok_ **required**
+ **id**: _Provide the unique ID or screen name of the creator_ **required**

Example request:

```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/elonmusk/v1
```



Example response:

```json
{
  "data": {
    "creator_id": "twitter::44196397",
    "creator_name": "elonmusk",
    "creator_display_name": "Elon Musk",
    "creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
    "creator_followers": 234296337,
    "creator_rank": 2,
    "interactions_24h": 318539577,
    "topic_influence": [
      {
        "topic": "in the",
        "count": 294,
        "percent": 5.88,
        "rank": [--]
      }
    ],
    "top_community": [
      {
        "creator_name": "grok",
        "creator_display_name": "Grok",
        "creator_avatar": "https://pbs.twimg.com/profile_images/1893219113717342208/Vgg2hEPa_200x200.jpg",
        "count": [---]
      }
    ]
  }
}
```

Schema:

+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_name**: The unique screen name for the influencer
+ **creator_display_name**: The chosen display name for the influencer if available
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours
+ **topic_influence**: an array of social topics and the creators ranking on each topic
+ **topic**: LunarCrush social topic. Can only includes letters, numbers, spaces, #, and $
+ **top_community**: an array of the top accounts that have recently mentioned this creator or that this creator has mentioned




---

### Creator Time Series

https://lunarcrush.com/api4/public/creator/:network/:id/time-series/v1

Get time series data on a creator.

input parameters:

+ **network**: _Influencer social network_ **required**
+ **id**: _The unique id or screen name of the creator_ **required**
+ **bucket**: _bucket time series data into hours or days. default is hours._ 
+ **interval**: _Use interval to specify the start and end time automatically for convenience. If "start" or "end" parameters are provided this parameter is ignored._ 
+ **start**: _The start time (unix timestamp) to go back to._ 
+ **end**: _The end time (unix timestamp) to stop at._ 

Example request:

```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/lunarcrush/time-series/v1
```



Example response:

```json
{
  "config": {
    "network": "twitter",
    "influencer_id": "twitter::988992203568562176",
    "interval": "1w",
    "start": 1769990400,
    "end": 1770681600,
    "bucket": "hour",
    "name": "lunarcrush",
    "remote_api": "danode1-13",
    "generated": [----------]
  },
  "data": [
    {
      "time": 1769990400,
      "followers": 305326,
      "interactions": 717,
      "posts_active": 14,
      "creator_rank": [------]
    }
  ]
}
```

Schema:

+ **config**: This includes the inputs for the request processed by the server and may include additional hints about the request and response information.
+ **network**: The social network for the post or influencer. We still refer to x as twitter out of developer preference.
+ **interval**: Typically used for specifying time intervals like 1w = [--] week, 1m = [--] month etc
+ **start**: Start/from unix timestamp (in seconds)
+ **end**: End/to unix timestamp (in seconds)
+ **bucket**: Data is generally bucketed into hours or days
+ **name**: The full name of the asset
+ **generated**: A unix timestamp (in seconds) when the data was generated to understand possibly stale data
+ **time**: A unix timestamp (in seconds)
+ **followers**: The number of publicly displayed followers the creator has
+ **interactions**: number of all publicly measurable interactions on a social post (views, likes, comments, thumbs up, upvote, share etc)
+ **posts_active**: number of unique social posts with interactions
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions




---

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing