Inversor Bético rates the business strongly but says entry timing isn't there yet, pointing to margins squeezed by the move from compounded to branded GLP-1s.
Recap by typeshit. Post by Inversor Bético on X.
Early trial results suggest the shot could one day help people hold onto weight loss after they come off GLP-1 drugs.
The telehealth company is also adding blood testing services alongside the lower costs for its compounded GLP-1 options.
Huberman says verified, US-made sourcing would change the peptide market, and wonders which compounds beyond GLPs would qualify.
A general explainer on why the body holds onto its large fat reserves even though they carry tens of thousands of calories.
The country's health regulator has cleared the oral version of Novo Nordisk's semaglutide for weight management.
Compounded semaglutide and tirzepatide now cost less at lower starting doses, and members can order cholesterol, A1C and thyroid panels in the same app.
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