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 5 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)
Opinion
Cuban: Lilly and Novo Bypassing PBMs for GLP-1 Drugs Is Brilliant
“No, cause that stuff's going to come down in price and now, you know, Lilly and Novo are smart now with their GLP ones. They're working around the PBMs and doing direct-to-patient, direct-to-company, and that was brilliant. That was really smart.”
Mark Cuban Mar 19, 2026 ▶ 34:19 FULL INTERVIEW: Mark Cuban on Robots, AI, Self-Driving, and Advice to Students
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 Partly supported
Coogan: Ro acts as a reseller for Novo Nordisk products
“So I believe Roe is a white labeling or reselling and really just a portal to the actual Novo product, which probably means lower margins.”
John Coogan Feb 12, 2025 ▶ 5:39 REVIEW: HIMS Super Bowl Ad (Controversy)
Assertion Partly supported
Coogan: Semaglutide patent will expire in 2032
“It'll go off patent in 2032.”
John Coogan Nov 19, 2024 ▶ 1:07:27 Who's Getting Rich Off Ozempic? (e12)
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