Kontra Investments

Novo Nordisk ($NVO): From messy back to miracle

The market just priced Novo for collapse — but the next trillion-dollar health theme is only getting started.

Nov 9 • 

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Teva: The Pivot to Growth delivers 11th consecutive quarter of growth ($TEVA)

Shift to becoming a Biopharma company is working

Nov 6 • 

Kontra

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Novo Nordisk prescription trends and outlook (October 2025, $NVO, $LLY)

Recent U.S. prescription data show a brief plateau for Wegovy and Ozempic — but the fundamentals remain firmly intact.

Nov 2 • 

Kontra

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October 2025

Novo Nordisk ($NVO): The Board shake-up is exactly what was needed

Short-term noise, long-term upside.

Oct 23 • 

Kontra

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ASML: The beating Heart of the AI hardware revolution ($ASML)

The world can’t build AI without ASML — and the market still doesn’t (fully) get it.

Oct 18 • 

Kontra

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Teva: Momentum building behind the neuroscience pipeline ($TEVA)

The narrative is shifting. This former generics giant becomes a neuroscience growth story with a blockbuster catalyst—and why it's still trading at a…

Oct 8 • 

Kontra

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September 2025

Roche awakens ($ROG.SW): A deep dive into their plan to play in the $130 billion obesity market

The Swiss giant just laid out its plan to conquer the $130B obesity market. I am including my revenue, EBIT, and EPS estimates and what the market is…

Sep 29 • 

Kontra

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The Incretin Revolution: Next-Generation GLP-1 Pipeline and Commercial Landscape 2025-2035 ($LLY $NVO $AMGN $VKTX)

The pathway to a $400 billion annual market

Sep 14 • 

Kontra

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Coloplast’s ($COLO-B) Capital Markets Day 2025

Company seeks a reset with Impact4

Sep 6 • 

Kontra

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August 2025

Eli Lilly ($LLY): Oral GLP-1 results strengthens the Obesity thesis

Introduction

Aug 31 • 

Kontra

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Novo Nordisk ($NVO) and Eli Lilly ($LLY): Leaders in the expanding global obesity market

Introduction

Aug 14 • 

Kontra

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Teva's ($TEVA) continued resurgence

Strategic pivot to growth and value

Aug 5 • 

Kontra

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