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Novo Nordisk ($NVO): The signal through the noise, JPM week, and Oral launch
Why Novo’s “quiet” week was actually LOUD
10 hrs ago
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Kontra
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Teva Pharmaceuticals: The pivot to Specialty Pharma is in full swing
De-risked, deleveraged, and undervalued signals a new bull market for Teva.
Jan 1
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Kontra
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Teva ($TEVA) - Knocking on the door of investment grade
S&P upgrades Teva to BB+, putting the pharma giant one notch away from a massive institutional liquidity event.
Dec 25, 2025
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Kontra
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Teva’s ($TEVA) “Pivot to Growth”: Moving from fiction to nonfiction
A unique margin story make $TEVA a hidden biopharma gem.
Dec 12, 2025
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Kontra
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Novo Nordisk ($NVO): Bridging the Valley
Everyone hates Novo right now. That’s exactly why I’m looking. Deep dive into the patent cliff, the "dead money" of 2026, and the 450 DKK bull case.
Dec 7, 2025
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Kontra
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Teva’s pivot continues - highlights from Jeffries Healthcare conference
Why the anti-TL1a hype is real
Nov 24, 2025
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Kontra
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Novo Nordisk ($NVO): From messy back to miracle
The market just priced Novo for collapse — but the next trillion-dollar health theme is only getting started.
Nov 9, 2025
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Kontra
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Teva: The Pivot to Growth delivers 11th consecutive quarter of growth ($TEVA)
Shift to becoming a Biopharma company is working
Nov 6, 2025
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Kontra
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