with $HIMS announcing today that they'll stop advertising compounded GLP-1s and partner with $NVO to sell branded wegovy and ozempic on their platform, this conversation couldn't have come at a better time! @BevTchangMD is a triple board certified obesity physician and endocrinologist, associate professor at @Cornell university & has treated thousands of patients on GLP-1s. she's also an advisor for @Ro, which means she sees both the clinical and the business side of the market. we covered a lot of ground, but a few things stood out with direct commercial implications: ✅should GLP-1s be sold over the counter? the case is much stronger than most people in the industry want to admit ✅wlll microdosing and lowering BMI thresholds shift the entire market from treatment to prevention? ✅why $NVO chose an open-label trial design for CagriSema vs tirzepatide, and what it signals about their confidence level ✅ telehealth platforms keep losing weight maintenance patients for very fixable reasons ✅ GLP-1 adherence might follow the same trajectory as statins and anti-hypertensives, which should be a key concern for health and life insurers 📌 Watch now: youtube.com/watch?v=bDQQN8…
