Don Q. Dao

@w_milczynska we're in the window where AI can economically solve issues for cash-pay patients, and it's gonna be awesome. so much of what matters in healthcare happens outside the clinic

everyone's building AI for doctors. very few are building for patients. the biggest healthcare problems happen between appointments, not during them

AI this AI that - won't be impressed until the Keuregg reaches AGI with a perfectly cooked omurice

I’m in love with this sentence: “Everyone knew it was impossible, until a fool who didn't know came along and did it.”

- 2022: Ozempic shortage starts. Clinical need puts glp-1s on the pharma shortage list. Compounding pharmacies: we can sell these legally for now - 2022-2024: 70+ telehealth companies flood in. Price competition drives compounded semaglutide from ~$400/month to ~$115 - late 2024: FDA pulls tirzepatide off shortage list - feb 2025: Pulls semaglutide off the list too - march 2026: 30+ warning letters. FDA instructs companies to stop implying their compound is equivalent to Wegovy - also march 2026: Novo Nordisk sued Hims & Hers for mass illegal compounding after they launched a $49 off-brand semaglutide pill - six weeks later: Big pivot - Hims & Hers announced a partnership with Novo to sell branded Wegovy and stopped advertising compounded alternatives - april 30: FDA proposes permanently removing all three GLP-1s from the 503B bulks list entirely - june 29: Public comment deadline -> if this holds, will be one of the largest resets in the history of healthcare (and has huge implications on Reta + upcoming pharma innovation) In ~48 months, the GLP-1 compounding market proved that millions of americans will cash pay for drugs that work. No prior auth, no PBM, no co-pay, and the implications will shape the future of pharma. Branded manufacturers are now building direct access programs because the compounders showed them the demand was there. Whoever launches the next major metabolic drug gets to do it into a patient base that's already educated, already motivated, and already used to paying out of pocket.

This is the automotive world’s BlackBerry to iPhone moment.

in five years, asking a human doctor for a first opinion on your skin will feel like calling a travel agent to book a flight. we're the #1 Skin Treatment app in the App Store, training proprietary models on data no one else has. these are the early innings. keep an eye out.

mega underrated life tip using brute force to not complain for full days has noticeably and meaningfully improved those days. its like it rewires my brain to reframe annoyances to be interesting, challenges as opportuities

yeah this is gonna open up the startup / venture floodgates down here keep moving austin up the entrepreneurship food chain

cmon @claudeai let me solve this

cure rosacea AND hantavirus all in one!!!! @getnolla

Nolla has been moving fast. After our $4.5M round led by @generalcatalyst we expanded Nolla Acne into Nolla Skin, now supporting acne, redness, eye bags, wrinkles, hyperpigmentation, and more. The bigger shift is what’s happening under the hood: our proprietary visual dermatology data from 4M+ labeled images, combined with longitudinal scans, treatment plans, prescribing decisions, and outcomes, is making our models more clinically useful over time. More announcements coming soon. Follow Nolla and check out nollahealth.com.

gotta be careful tossing all those packages back, in a few months that bots gonna throw a nasty hook right back

Consumer facing healthcare that wins needs to be built now to capture the interactions that define the ambition fueled by AI

🎯

@CoachDanGo interested on this one - never loaded past 10g but wondering if a larger dose on a specific day helps counteract + if it impacts that quickly?

Just got back from China. Today might be a rough one so I’m taking 25 grams of creatine to counteract the sleep deprivation. Will report back on results at the end of the day.

you can really just same day delivery your glps now for $1/day. the most mainstream rx of all time?

future of healthcare will be turbocharged by well-trained, vertical ai

There is no substitute for the person who Knows What To Do.

this is actually insane > be tech guy in australia > adopt cancer riddled rescue dog, months to live > not_going_to_give_you_up.mp4 > pay $3,000 to sequence her tumor DNA > feed it to ChatGPT and AlphaFold > zero background in biology > identify mutated proteins, match them to drug targets > design a custom mRNA cancer vaccine from scratch > genomics professor is “gobsmacked” that some puppy lover did this on his own > need ethics approval to administer it > red tape takes longer than designing the vaccine > 3 months, finally approved > drive 10 hours to get rosie her first injection > tumor halves > coat gets glossy again > dog is alive and happy > professor: “if we can do this for a dog, why aren’t we rolling this out to humans?” one man with a chatbot, and $3,000 just outperformed the entire pharmaceutical discovery pipeline. we are going to cure so many diseases. I dont think people realize how good things are going to get

Modern equivalent of banning books.