GLP 1

“If we're going to get advances in viruses that deliver gene therapies or medical treatments, we got to rebrand virus. We got to come up with a new word, just like GLP one peptide that felt very safe.”

“Well, all I know to the GLP one point and most recent survey of information subscribers is now a year plus old, had like, 50% of respondents on them.”

“I don't think they can be covered by insurance anytime soon. So like that really cuts the market way, way, way down. Like if you don't have payers involved, like GLP ones, it's much harder to make huge businesses out of it.”

“What we basically imagine, going forward, the sales of protein products, different kind of proteins, supplements, protein supplements, vitamins, minerals, other enzymes, cocaine, all sort of things, they will further increase.”

“I know a guy who was sold more than a billion dollars worth of product at 80, 90% gross margin.”

“There's so much bias and judgment that this is not treated like a normal medical condition, I think, in a lot of channels.”

“We are, Also wanting to move into more support for people who might be taking a GLP-I for non-weight-related outcomes. You know, maybe they are you know, trying to reduce alcohol usage or cigarette usage.”

“We've got amazing GLP-ONE medicines that I started with that from clear data out of Eli Lilly show a 94% reduction in your risk of moving from being pre-diabetic to diabetic.”

“People are not solving for this massive bazooka. People are solving for something that helps them to lose some weight, stabilize and be there. And I think that's really interesting because what that means to me is that what people really want is something that…”

“Somewhere between 15 to 20% of the market that you couldn't capture through scripts was actually flowing through groups like hims and hers and other sources where people knew they wanted the benefits and wanted to be proactive about their health.”

“Prior to the launch of the oral Wagovi, just a few months ago, the GLP one market was moving at about a 200,000, you know, recorded new scripts Per, per per week. 200,000 new people getting on these medicines per week. The most recent data that I looked at thi…”

“I fundamentally believe there's no molecule that's more important than GLP-one across that entire axis.”

“I would argue in the future, we could talk about why GLP-ONE's might be appropriate for just about everyone. That's because the reality of it is, as you go from your adolescence to your fifties and sixties, On average, people are going to pick up about five BM…”

“In terms of the addiction data that'll start coming out over the next year or so, you would lose that benefit. Like you would lose the, essentially the free gift of protecting yourself from being addicted to drugs, alcohol, or gambling. And that comes from the…”

“They are apparently running 800 fake doctor accounts on Facebook to sell compounded GLP ones. Shiel Monat verified that the accounts are not actually doctors.”

“In the future, like, I think we'll look back and we'll see GLP ones as the first big drop. Like what I can just inject myself and like it solves hunger and totally. Yeah. And then the second will probably be something like new limit or one of these Fox, one of…”

“And we've seen one category of peptides GLP-ONE's already changed the world, and my contention is that there are other categories of peptides that are under-researched, but have really interesting kind of clinical vignettes that might change the world going fo…”

“Humanity isn't very good at drug discovery. Every now and then you kind of find a thing. It's amazing. Like you find a GLP one or you find like there's every, like there's a handful of drugs that are, we were lucky to find, but it's much more common that you s…”

“And I'll microdose it every once in a while because I just think it's interesting.”

“With the GLP-I example, for example, it's gonna come down to a 149 dollars for the first three months.”

“All the science would support that you need a strength training plan alongside your GLP one to, you know, you're at risk of so much muscle loss. So we think that's actually a, you know, kind of macro tailwind and something that will help us.”

“I think that like, I'm not the only one, but I think the like GLP one thing is just despite all of the enthusiasm, like still underrated for how much impact it has happened. Right. And so I think that the continual adoption of these is like inexorable. I actua…”

“By next year, I think it's almost double. I think it's at least one in three, like, 33%.”

“It's more than half of the information subscriber base who responded to a survey.”

“And when you take, ah, GLP-ONES, not only does that voice get dimmed, other addictions get dimmed. I noticed I bit my nails less. I noticed I wasn't craving, like, it used to be where I would smell, like, beer. If I walked by, like, a brewery, I'd be like, let…”

“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.”

“And then all of a sudden, like we have this category defining medicine that's going to go on to probably be the best selling drug of all, all time.”

“Right now in the US, across all forms of GLP-ONE, on new patient capture, we're basically 70, 75% right now.”

“We will build an infrastructure to basically, when you want a prescription, if you want to go on a GLP-ONE, we can help you get started. Whether you want a large dose or a micro dose,”

“And when you compare GLP-ONES to habit management, it's unbeatable. People are lazy. People want to sit on their couches to eat junk and to become lean. It's a hard business of trying people to work out and to eat healthy.”

“Our competitor is going to read out a study in a few months on dementia risk. It probably won't be positive. That's my guess, but it will probably be in the right direction.”

“I think we're going to get to a point. We're taking pretty low doses for most people, say over 60, 58. It's not a terrible idea. It may help you live longer.”

“So we are now, right now, starting studies in bipolar disorder and major depressive disorder, along with these addictive hedonic pathways where you're sort of self-medicating and with a new GLP one, a different one, that probably, that has a little less weight…”

“It also, by the way, shut down the debate as to why people are fat. It's because they eat too much.”

“It's my opinion that every single peptide, not just GLP-I, every single peptide shouldn't be getting tested in the gray market of, like, gyms and, like, biohacking. That's, frankly, that's bullshit.”

“This peptide acts at the level of the brain and the gut to make people feel more full. It also, by the way, shut down the debate as to why people are fat. It's because they eat too much. Right? They eat more than they burn. Remember people used to argue about …”

“I did on my podcast, Plain English, an interview with someone who, ah, did this observational study, this population research on millions of people in the Veterans Affairs system who have been on GLP-I drugs for their type one, type two diabetes, or on other d…”

“They're not just working by decreasing your, you know, stomach motility. They're not just making you feel fuller longer. They're not just shutting down your appetite in your brain. They're not, that's not where it ends. They actually are healing metabolic path…”

“Even with my best intentions at 50 years old, my metabolic health was starting to become compromised because of chronic stress. There's not, you know, there's not much I can do outside. I'm doing the gym. I'm doing the food. I'm doing all the things. And I was…”

“I would consider it, and I would consider it for myself too, just for the anti-inflammatory effects.”

“If you increase protein in your diet and do more weightlifting, You're actually going to see very good health benefits from just doing those things that may actually outweigh the benefits you get from being on the GLP.”

“The one X, Xenotide, Xenotide, which was the first one, the patents are expired, and nobody's even bothered to make it generic, because you have to take it twice a day.”

“And I think if you start to graph the adoption of GLP ones pervasively in America to the drop in same store sales, I think as GLP one adoption goes up, same store sales will continue to go down.”

“When you give it in its native form as a medicine, it has a half-life of like minutes.”

“What we don't even fully understand yet though, David, which is interesting is, is that there are primary effects of GLP-I. Certainly we can reproduce like in a test tube or a cell system, but then there's a whole myriad of other probably secondary effects bec…”

“And, foreshadowing, there is a moment much later in history where, absent the control of this foundation, Novo Nordisk would have ceased to exist. It is only because of this structure that Novo Nordisk survived, and that we have GLP-I's and everything we have …”

“Liraglutide ends up having a half-life in the human body of 13 hours compared to, you know, like, a half-life of two and a half minutes for straight up GLP-I.”

“Eli Lilly develops it into Bayetta, and Bayetta hits the market in 2005. It's FDA approved, and it works. It's not poisonous. It doesn't kill people. And it is the world's first GLP-I analog to come to market.”

“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.”

“Because what's happening with these meds, you'll, you'll lose fat. And muscle mass, if you do regain, you're going to regain only fat.”

“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…”

“And I think these semiglutide GLP ones are here to stay. They're transformational on society.”

“Most people using it now are just paying 500 to a thousand dollars a month.”

“Hospital networks, entire hospital networks could go out of business if they're really honest.”

“Who GOP-I should be who it should reach right now is poor and middle-income households that are obese. That's where the greatest societal benefit would be right now. Who I think is probably driving the sales are rich people who want to lose the last 10 or 20 p…”

“These trades are so overextended that you can probably pretty be pretty safe on the other side.”