GLP-1
8 statements across 2 episodes · 7 bullish · 0 bearish · 2 people on the record · first statement Jan 13, 2026 by Tom Deegan · said 1 times in 1 episodes since 2026 · across every show →
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brought up most by Patrick O'Shaughnessy (1)
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Everything said about GLP-1, oldest first
Jan 13, 2026 bullish
Deegan: GLP-1 adoption is a massive macro tailwind for strength training platforms
“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.”
Apr 21, 2026 bullish
Carnell: Low-dose GLP-1s will likely be appropriate for almost everyone
“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…”
Apr 21, 2026 positive
Carnell: Upcoming data will show GLP-1s protect against addictive behaviors
“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…”
Apr 21, 2026 positive
Carnell: 15% to 20% of GLP-1 Demand Flows Through Telehealth and Compounding
“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.”
Apr 21, 2026 bullish
Apr 21, 2026 bullish
Carnell: Oral Wegovy Lifted Weekly New GLP-1 Prescriptions to 300,000
“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…”
Apr 21, 2026 positive
Apr 21, 2026 neutral
Carnell: GLP-1 Patients Value Tolerability and Maintenance Over Maximum Weight Loss
“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…”