Carnell: Semaglutide and tirzepatide are clinically interchangeable despite distinct IP
“Our team's fundamental perspective is that they all achieve the same goals. They were just novel IP strategies to achieve those same goals. And I would say that they're all pretty much interchangeable.”
Shkreli: Unapproved retatrutide over Ozempic is the worst risk-reward decision
“Taking Eretta Trutide, which is just sort of a GLP plus, if you will instead of just waiting it for it to be FDA approved, or like,
Using Ozempic. I think this is like the worst risk reward decision you could possibly make.”
Mares: Ozempic Is Unlikely to Be a Cure-All for Obesity
“You know, and I just think that it is quite unlikely that Ozempic is the one thing that is going to be a cure all.”
Mares: Ozempic users eating standard diets will suffer nutrient deficiencies
“If you're still eating the same crap that the average American is eating today, but you're on Ozempic and eating less of it, like, you are almost certainly going to be deficient in protein and micronutrients and a bunch of things that will have, like, long-ter…”
Lutnick: Ozempic and Mounjaro added to Medicare and Medicaid for $149
“So, the result is Ozempic and Munjara are on Medicaid and Medicare. For a hundred and 49 dollars instead of not on it.”
Sam Lessin: Ozempic is going to run out of user growth
“I think what it's worth is very bearish on Ozempic, because they're gonna run out of people. They're just gonna run out of growth.”
Brit Morin: Ozempic pricing dropped in half over the past month
“They're already dropping pricing. They just dropped it in half in the last month.”
Means: Ozempic costs 10 times more in US than Germany or Sweden
“One is that the drug costs 10 times more than it does in Germany or Sweden.”
Dr. Moore: GLP-1s actively heal metabolic pathways beyond suppressing appetite
“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…”
Dan Go: Ozempic Users Without Resistance Training Risk Osteoporosis and Severe Muscle Loss
“Like, I've seen people go on Ozempic and not eat high protein, not do resistance training, and then we're starting to see that people are coming up with osteoporosis. Starting to see people lose a shit ton of lean mass.”
Dan Go: Hunger Remains Elevated for Three to Six Months After Stopping Ozempic
“The struggle bus period is like the three to even six months where your hunger is going to be elevated as a result of getting off of Ozempic.”
Chocolate sales will not decline despite widespread adoption of GLP-1 weight-loss drugs
“Even if everyone starts taking Ozempic, I don't actually think chocolate sales are gonna fall.”
Hays: Ozempic is derived from Gila monster venom
“Well, as we all know, Ozempic, Ozempic is, is the Gila monster. Gila monster venom.”
Coogan: Luxury goods will be a major beneficiary of the Ozempic boom
“I mean, luxury goods are gonna be one of the big beneficiaries of the Ozempic boom.”
Hormozi: Weight loss pills will replace gym visits for weight management
“I think that what you're going to see is a lot more people just continuing to lean into what they always have as humans do, which is the short term things that work, which is eat less, which you can do with the pill.”
Israetel: GLP-1 drugs curb obesity primarily by lowering genetic food drive
“New medications like Ozempic, Trisapatide, et cetera, Manjaro, all those things. While, why they were some of the only things to really take a big chunk out of obesity is because they take your, whatever genetic food drive and palatability drive you have, how …”
Israetel: Tirzepatide outperforms Ozempic, with more potent fifth-gen GLP drugs in trials
“Technically it's a third generation GLP drug, but fourth gen is Trisapatide. It's already on the market, Manjaro. Fewer side effects, bigger primary effect. There are fifth gen drugs currently in FDA approval process, which make Ozempic look like a starter pac…”
Dave Ricks: Walmart study shows GLP-1 users buy 30% fewer calories
“Last year Walmart did this sort of what's in the cart study for people in Ozempic or Manjaro and it showed They were buying about a third less calories. So that's a lot, but that's consistent with how the drugs work. But interesting also, fewer salty snack foo…”
Hari: Ozempic and Wegovy users average 15% weight loss in a year
“The average person who takes Ozempic and Wegovy, they're the same thing with different labels loses 15% of their body weight in a year.”
Hari: Over half the population will take GLP-1s once off-patent
“Eight years from now, Ozempic goes out a patent. At that point, it will be a daily pill. It will be a dollar a day. If the 12 big risks that I warn about in relation to these drugs don't bear out or are not as, are not super bad, then my prediction is that mor…”
Kantrowitz: The Ozempic patent has already expired in China
“I mean, you mentioned that 2030 is when the patent comes off of Ozempic, but actually in China, that patent's off now.”
Hari: Ozempic costs $250 monthly in Britain versus $1,000 in America
“So I buy my Zen pick here in Britain. It's the equivalent of, 250 dollars a month. When I, I've had to get it in Vegas a few times, it's like a thousand dollars a month, right?”
RFK Jr.: Medicare covering Ozempic for obesity would cost $3T yearly
“And that company is pouring tens of millions of dollars into lobbying to pass this bill that will make Medicare pay for it for every American who's obese. That could be 74% of people are now eligible. I think it's 1500 dollars a week. The cost of that will be …”
Sam Lessin: Ozempic is a real-life face filter for rich people
“Well, just that like Ozempic is like, is rich people face filters, right? Cause it's like, it's more expensive. It's in person. Anyone can look good on the internet, but not anyone can look good in real life. So this actually relates to our body thing too, but…”
Dr. Lyon: Mounjaro is preferable to Ozempic due to fewer side effects
“Ozempic is not my favorite. There's too many side effects. I'm much more interested in Mongerno or Trisepetide.”
Sanchez: Eli Lilly and Novo Nordisk could become trillion-dollar stocks
“And I realized that they might actually create the first trillion-dollar drug stocks. So the two companies, Eli Lilly and Novo Nordisk, could be trillion-dollar drug stocks.”
Sanchez: Ozempic drove 41% of Novo Nordisk's record $13.9 billion profit
“Novo is having the highest record profits of all time, 13.9 billion dollars, and Ozempic alone accounted for like 41% of that, which makes it the fourth highest sold drug of all time.”
Sanchez: Ozempic costs under $5 to make but sells for $1,000 monthly
“Well, Yale says that Ozempic costs less than five dollars a month to manufacture, And yet we're getting charged a thousand dollars a month for this drug. While the exact same product can be bought in Canada for a 155 dollars a month and 59 dollars a month in G…”
Means: Ozempic is essentially 'liquified anorexia' and a crash diet
“Essentially it is liquefied anorexia. I mean, truly, truly that's what it is. It's making you not want to eat. It's a crash diet.”
Means: Ozempic is 15 times cheaper in Europe than in the US
“The drug is 15 times cheaper in its home country and throughout Europe through totally dysfunctional rigged policies. We're actually literally paying 15 times more as taxpayers for that drug.”
Bryan Johnson views weight-loss drugs like Ozempic as biological algorithms
“Now, an example is, Ozembek is an algorithm. If people are overweight, and they're having problems with overeating, You take a pill, and it turns off hunger. Let's put side effects aside for a moment. It is an algorithm that changes your hunger profile, and it…”
Ozempic exceeded $1 billion in revenue during its first full year
“Ozempic does over a billion dollars in revenue in 2019. It's first year on the market.”
Wegovy and Ozempic cost over $1,000 monthly in the United States
“The price of Ozempic to treat diabetes is north of a thousand dollars, and Wegovy for weight loss is north of 1300 dollars per month before insurance, and this is in the U.S.
So expensive, right?
That's a lot of money.
In Canada, of course, Ozempic is 147 doll…”
Massive GLP-1 demand will enable multiple pharma hits like insulin
“I think this is going to be like insulin all over again, where there's just going to be a series of product improvements and companies will drive innovation and increase supply. I mean, the demand is so huge out there that Monroe can be a huge hit. Ozempic and…”
Clinical studies show Mounjaro produces more weight loss than Ozempic
“The studies show Manjaro helps you lose more weight and has a very similar mechanism plus another mechanism that together work, but like, most people don't know that.”
Galloway: People on Ozempic drink 60% less alcohol
“They're finding out people on Ozempic drink 60% less alcohol.”
Calacanis: Lost 20 pounds on keto, then 20 more on Ozempic
“The first 20 was just fasting and doing keto, and then when this drug came out, I tried it, I tried Rosentic, and then I did Wagovi, and I lost the next 20 pounds.”
Shaan Puri: Highly effective weight-loss drugs inevitably carry withdrawal costs
“Nothing that's this effective has no cost when you stop. I don't believe that.”
Brit Morin: Clinical trial shows semaglutide reduces cardiovascular risk by 20%
“There was a new paper that came out that actually proved that there is a reduction of heart attack and stroke risk by 20% for those that have used Ozempic”
Jessica Lessin: Taking GLP-1 weight-loss drugs without long-term studies is highly risky
“Even if we have these studies, we have no long-term benefits or studies on this stuff. And, like, it just seems highly risky to me, I gotta say. Highly risky.”
Brit Morin: GLP-1 drug prices will drop within five years
“It's going to drop in the next five years. Like, that has to, both with competitive pressure, and then, you know, advances.”
Dave Morin: Ozempic costs $1,200 in US versus $100 in Mexico
“Yeah, it's 1200 dollars a month. It's a hundred dollars a month in Mexico, so the American health system is causing a 90% markup.”
Jason Calacanis lost 41 pounds via fasting, hiking, and GLP-1s
“I'm down 41 pounds from the peak. 20 pounds with hiking and using the fasting app that Kevin Rose built, and then the other half zero, great fasting app, and the other half was Ozempic Wigobi.”