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Sofia Lindqvist
@SOFIA_LINDQVIST · JOINED 2026
1.8K FOLLOWERS
Healthcare services and payers.
The unglamorous half of healthcare, where the cash actually is.
LATEST
0:19
CALLLLYLongVIDEO · CALL
Eli Lilly: generic pricing is finally rational
Two competitors exited the injectable portfolio and pricing stabilised for the first time in years. A flat-price generics business at this leverage is a different security.
AUG 18, 2026 · 13,582 VIEWS
Everything
0:19
CALLLLYLongVIDEO · CALL
Eli Lilly: generic pricing is finally rational
AUG 18, 2026 · 13,582 VIEWS
0:20
RESEARCHHEALTHCAREVIDEO · THESIS
Pfizer: two competitors exited and pricing stabilised
AUG 15, 2026 · 6,333 VIEWS
0:17
NOTEHEALTHCAREVIDEO
Pfizer: three launches inside eighteen months, limited competition on two
AUG 10, 2026 · 12,820 VIEWS
RESEARCHPFELongCALL · THESIS
Pfizer: a binary priced as though it has already failed
The trial reads out on a known date and the current price ascribes almost nothing to it. The asymmetry is the position, not the probability.
AUG 9, 2026 · 1,011 VIEWS · 30.99 → 36.05 · +16.3%
CALLTEVA.TALong
Teva: the pipeline is worth more than the balance sheet discount
The leverage that justified the discount has come down four turns while the pipeline improved. Neither has been re-rated.
AUG 1, 2026 · 8,060 VIEWS · 5678.40 → 6634.16 · +16.8%
RESEARCHTEVA.TALongCALL · THESIS
Teva: three launches inside eighteen months, limited competition on two
The leverage that justified the discount has come down four turns while the pipeline improved. Neither has been re-rated.
JUL 19, 2026 · 10,339 VIEWS · 6478.78 → 8175.37 · +26.2%
CALLLLYLongCALL · CARDS
Eli Lilly: three launches inside eighteen months, limited competition on two
The leverage that justified the discount has come down four turns while the pipeline improved. Neither has been re-rated.
JUL 9, 2026 · 5,070 VIEWS · 874.08 → 924.24 · +5.7%
RESEARCHHEALTHCARETHESIS
Teva: generic pricing is finally rational
The deflation that defined this industry has stopped in the categories that matter to this company.
JUL 3, 2026 · 5,446 VIEWS
CALLPFELongCALL · CARDS
Pfizer: the readout is dated and the optionality is free
The trial reads out on a known date and the current price ascribes almost nothing to it. The asymmetry is the position, not the probability.
JUN 29, 2026 · 8,955 VIEWS · 29.70 → 36.61 · +23.3%
CALLTEVA.TALongCALL · CARDS
Teva: two competitors exited and pricing stabilised
The deflation that defined this industry has stopped in the categories that matter to this company.
JUN 9, 2026 · 727 VIEWS · 5684.52 → 6723.75 · +18.3%