Kontra Investments
KontraNewsletter about investing and company deep-dives
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 115 | Founded | 6 years ago | Last Issue | 6 days ago |
| Active | |||||
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kontrainvest.substack.comLatest Issues
GLP-1 Tracker ($NVO $LLY): Oral Obesity is becoming a market of its own
Week ending 31 July 2026. Foundayo at week 17 of launch. Wegovy pill at week 30.
Oral Wegovy alone now represents roughly 35% of total Wegovy prescriptions.
Novo Nordisk after Q2 ($NVO $LLY): There are reasons to be more constructive
Introduction
Novo Nordisk reported what, on the surface, looked like a mixed quarter. The company beat expectations (but no one cared), raised guidance (that was very important) and continued to scale Oral Wegovy globally (initial UK nu...
Wegovy Pill hits a new record and reminds us how large the launch really is
Introduction
Introduction
GLP-1 Tracker ($NVO $LLY): Foundayo woke up. Question is if it can stay awake.
Introduction
Introduction
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| Subscribers | Engagement | 68 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
The writers behind this newsletter.
Independent research. Looking for positive asymmetry. Skin in the game. Not Financial Advice.
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