The Ledger

Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.

clear all ✕

why aren't all 3 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable

Prediction Held up
Coogan: Novo Nordisk supply will eventually severely limit compounded GLP-1s
“It may take a few more quarters, but Novo Nordisk will eventually produce enough supply to end the shortage of its drug. When that happens, despite their efforts to influence public opinion, Compounded versions will likely be severely limited.”
John Coogan Feb 12, 2025 ▶ 14:23 REVIEW: HIMS Super Bowl Ad (Controversy)
Assertion Supported
Coogan: Hims & Hers drops record 32% after Novo Nordisk split
“News that the deal was scrapped weighed heavily on Hims and Herb's shares, sending them down 32% in afternoon trading in what would be the largest decline for the stock on record. Novo Nordisk's shares were down nearly six percent in New York.”
John Coogan Jun 28, 2025 ▶ 1:17:50 Weekly Recap: Tesla Robotaxi, Mr. Beast's AI Tool, Yacine, The Social Network 2, Neuralink Update
Assertion Supported
Hays: Hims & Hers has nearly 100,000 weight management subscribers
“They have a broader weight management offering. I think they have multiple products, but they have nearly a 100,000 subscribers. So that could be why they have the stock's been ripping”
Jordi Hays Nov 19, 2024 ▶ 1:10:08 Who's Getting Rich Off Ozempic? (e12)
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