GLP-1
4 statements across 2 episodes · 1 bullish · 2 bearish · 2 people on the record · first statement Jan 4, 2024 by Sean Duffy · said 3 times in 3 episodes since 2023 · across every show →
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2023 3 mentions in 3 episodes 1 per episode
Everything said about GLP-1, oldest first
Jan 4, 2024 negative
Jan 4, 2024 negative
Duffy: Lifelong GLP-1 Prescriptions Contradict Patient Preferences Despite Clinical Recommendations
“Most patients tend to not want to be on these medicines for life, even though, you know, I mean, you will find the KOLs that are, you know, argue that that's the right clinical point of view right now. That's counter to the patient preference.”
Jan 4, 2024 neutral
Omada Health Will Not Prescribe GLP-1s, Focusing Instead On Lifestyle Support
“Amada's made some decisions we're happy about, you know, the first is to launch this like GLP one care track. And then we, you know, we've chosen to not initiate people on the medicines, but just, you know, support them regardless of where the script came from…”
Nov 14, 2025 bullish
Nuzhna: A GLP-1-style race is emerging for muscle loss drugs
“I think muscle is in a similar space right now where for a while people weren't treating sarcopenia as a real indication because it's sort of muscle loss in elderly, but there is now a similar race to JLP wants to go and develop drugs for muscle.”