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Kontra Investments

Kontra

Newsletter about investing and company deep-dives

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PricingFreemiumPublishesWeekly
Issues117Founded6 years agoLast Issue11 days ago
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Latest Issues

Novo Nordisk ($NVO) ahead of CMD: the doubling thesis and a broader pipeline

Introduction

I am still cautiously optimistic about Novo Nordisk ahead of the Capital Markets Day on September 21 and I think there is a solid likelihood that Novo will trade at around DKK 370 in twelve months. My “doubling” thesis tell...

11 days ago
8

Novo’s Oral Lead Holds Even as Lilly Wins the Week

Introduction

The latest US prescription data gave us three interesting things this week:

Kontra Investments is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.

*...

a month ago
2

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.

2 months ago
2
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