Reletter
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Kontra Investments

Kontra

Newsletter about investing and company deep-dives

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Substack
PricingFreemiumPublishesWeekly
Issues107Founded5 years agoLast Issue3 days ago
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Latest Issues

Retatrutide hit 30% weight loss. The grey market already sells it. ($LLY)

Introduction

Lilly closed June 8 at an all-time high of $1,182.73, up about 4% on the day, carrying a market capitalization near $1.1 trillion. The catalyst was the company’s ADA investor event and the first Phase 3 look at retatrutide...

3 days ago
1

The 30% weight loss drug everyone is mispricing

Retatrutide is a landmark obesity drug but it is not the replacement for tirzepatide.

Introduction

16 days ago
1
1
Paid

Novo's GLP-1 prescription update is stronger than the headline suggests

Week ending 8 May 2026: TRx trends for GLP-1s in the US market.

Introduction

a month ago
3
Paid

Q1 2026: The Wegovy pill tilts the Novo Nordisk sentiment

The launch curve nobody saw coming, and what the IQVIA data is still missing.

Introduction

a month ago
14
Paid

Teva ($TEVA): The Pivot to Growth is delivering a re-rate

A biopharma powerhouse in the making

Introduction

a month ago
3
Paid

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