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Kontra Investments

Kontra Investments

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Teva ($TEVA) - Knocking on the door of investment grade
S&P upgrades Teva to BB+, putting the pharma giant one notch away from a massive institutional liquidity event.
 • Kontra
Teva’s ($TEVA) “Pivot to Growth”: Moving from fiction to nonfiction
A unique margin story make $TEVA a hidden biopharma gem.
 • Kontra
Novo Nordisk ($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.
 • Kontra
Teva’s pivot continues - highlights from Jeffries Healthcare conference
Why the anti-TL1a hype is real
 • Kontra
Novo Nordisk ($NVO): From messy back to miracle
The market just priced Novo for collapse — but the next trillion-dollar health theme is only getting started.
 • Kontra
Teva: The Pivot to Growth delivers 11th consecutive quarter of growth ($TEVA)
Shift to becoming a Biopharma company is working
 • Kontra
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.
 • Kontra
Kontra Investments
Kontra Investments
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