GLP

TheSauce69

Balds take hair meds that make their dicks not work, and then have to buy dick pills. A lot are also fat retards so they're on GLP-1 too all in HIMS

UnObtainium17

ngl kinda scary semis up this much. im just holding on because my average is way below from the top and money printing will not stop soon. I'd be worried buying this high up though.. but i guess some metrics say they still fair valued. I might sell a few to add more LLY. if you believe in GLP-3, this might be something to look at.

Pluth

Apparently LLY GLP-1 isn't that popular.

Icy-Sheepherder-7595

I would say I had or have long term conviction in all of them, except LULU I bought that at the recommendation of a friend who works in IB so thought he couldn't be wrong. I actually did see it go over $400 at one point but since then it just keeps going lower. NVO I still have conviction in, I've seen how well GLP-1 works and that obesity is one of the biggest health issues in the U.S. however I also know LLY has the home field advantage, but still believe the Ozempic brand name has value. MSFT and UNH pretty self explanatory, bought them low and will be forever holds (the shares of UNH I offloaded as I wanted to lower my risk and felt o may have bought them too high, $245 is a price I don't think we'll ever see again but who knows it got close a month ago). ADBE I liked as they keep growing revenue despite the SaaSpocalypse narrative and they are a strong legacy company I feel but again I can't predict the future of this stuff so who knows what AI will do to it. MELI I liked for the Mercado Pago system they have implemented in societies that are still cash reliant where many people don't have traditional bank accounts, and the fact that they are fending off Amazon's e-commerce growth in Latin America, I liked them as a hedge against the U.S. market but they seem more affected by it than I realized. META just makes a ton of money and I bought the dip, don't know if I want to hold them long term as it's really all ad revenue and they don't really provide anything of use to the world beside data centers now I guess. FXAIX and VTI are my index fund/ETF holdings. Hope that answers your question. Thanks for reading

DonttblinkTV

Full range of Fucking Dick Ascension apporved GLP 1 approval on Hims

Charlie_Q_Brown

You learned a hard lesson early in life. You accepted it and now you are going to have a bring and prosperous future. When you see people lined up outside Costco Door 9:00 dying to get in, you might consider dropping a small investment in that company. When you see every chip designer in the world lining up outside TSM's doors dying to get in, you might consider dropping a small investment in that company. Remember the initial GLP-1 wave, there were people lined outside doctors offices waiting for prescriptions for Lilly drugs, you might consider putting a small investment in that company. Small investments across multiple good companies with a pile of backlog is a good way to invest. ETF/Mutual Funds for High Growth will treat you well as another form of diversification. ETF and stocks are preferred for the ability to use options. Learn about options for your own

SundownTakoyaki

I was a HIMS customer for 2 years until I realized that they were too expensive. For example, their GLP subscription is $199 for the 1st month and $399 for subsequent months. That’s in the top tier most expensive plans out there. I switched to a local accredited clinic that also provides GLP treatments from the same branded companies at $175 per month without any monthly commitment like HIMS. It’s the same issue with their very expensive hair growth subscription plan and their ED plans, where the latter is priced at almost 75x the price than if you just get it from your PCP. Think of it this way. HIMS is like the Whole Foods (maybe even Erewhon) for treatments when you get same branded stuff from Walmart at cheaper prices, so unless they change their business model it’s not going to go past 35-40 long term. But that’s just my opinion as a former customer. What do I know.

InvestigatorOk9354

Disregard GLP-1s, acquire cookies

OJThimpson

VM will amazons new GLP-1 stand a chance against Hims? How high could Hims go on this current climb?

BrilliantArm5914

because the groupthink mindset among millions of investors believe that everyone is using GLP-1 drugs to eat less

ElDiabolical

I'd be concerned about GLP3s coming in the near future.

Direct-Protection-81

Just run the stock through Claude, but fundamentally. Even a 1% uptake of current GLP1 users. Makes annual revenue with an 8x trading multiple to be a 1Bn valued company. That’s lowball in all transpancy. I’m big on glp personal usage and understand the long term benefits outweigh some others. Americans are knowingly going further to the grey market to get it cheaper aswell.

Direct-Protection-81

Market size check • Obesity GLP-1 market: $8B (2025) → $65B+ (2035), 23% CAGR • Broader GLP-1 class: $66B (2025) → $185B (2033) • Wegovy list price was $1,349/mo, now $349/mo self-pay, heading to ~$675 list by 2027 • Generic semaglutide hits US March 2026 (this matters, see risks) $1B revenue = ~1.5% of 2035 obesity GLP-1 market. Very achievable if the product works.

7000series

Dip on LLY ahead of earnings in coming weeks seems like a gift. GLP-1s via One Medical/Amazon seems overblown.

Far-East-locker

All of you might thin why it sudden drop, but for me this is great news The drop is due to the news that Amazon is selling GLP-1 drugs. Basically, any telehealth company that sells GLP-1 is down. However, strangely, NVO and LLY are down as well. Back to the topic: if HIMS is not affected by the news, that means the market believes HIMS doesn’t need to rely on diet-drug revenue. We are totally priced in, even if HIMS is selling fewer and fewer diet pills. Which is great, because I thought the next earnings report would see a pullback because of dropping diet-pill revenue. But the market no longer thinks that’s an issue and is instead focusing on the future of the other product lines, overseas markets, and peptides.

ChampionshipOdd947

AMZN announced they are starting their own GLP-1 program

Historical_Stage2622

[Amazon One Medical introduces weight management program with upfront GLP-1 medication costs](https://www.aboutamazon.com/news/retail/amazon-glp1-management-program) $HIMS $AMZN

KwisatzHaterach

Amazon getting into the GLP-1 game.

Pikachumon25

AMZN launching GLP subscription

iMakeGOODinvestmemts

𝐔𝐏𝐃𝐀𝐓𝐄: $AMZN Amazon One Medical Launches GLP-1 Weight Management Program - $LLY $NVO $HIMS 👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬: ➤ Amazon launches integrated 𝐆𝐋𝐏-𝟏 weight management program nationwide. ➤ Combines 𝐩𝐫𝐢𝐦𝐚𝐫𝐲 𝐜𝐚𝐫𝐞, pharmacy, and virtual services.

iMakeGOODinvestmemts

𝐔𝐏𝐃𝐀𝐓𝐄: $AMZN Amazon One Medical Launches GLP-1 Weight Management Program - $LLY $NVO $HIMS 👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬: ➤ Amazon launches integrated 𝐆𝐋𝐏-𝟏 weight management program nationwide. ➤ Combines 𝐩𝐫𝐢𝐦𝐚𝐫𝐲 𝐜𝐚𝐫𝐞, pharmacy, and virtual services.

iMakeGOODinvestmemts

𝐔𝐏𝐃𝐀𝐓𝐄: $AMZN Amazon One Medical Launches GLP-1 Weight Management Program - $LLY $NVO $HIMS 👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬: ➤ Amazon launches integrated 𝐆𝐋𝐏-𝟏 weight management program nationwide. ➤ Combines 𝐩𝐫𝐢𝐦𝐚𝐫𝐲 𝐜𝐚𝐫𝐞, pharmacy, and virtual services.

NoxZ

> Amazon One Medical introduces weight management program with upfront GLP-1 medication costs

Shatter_

Scam has become to reddit stock equivalent of woke. Any company not owned by a user is a scam, whatever that means. Meanwhile 90% of people commenting on HIMS couldn’t tell you any of the products or services they offer beyond GLP1s or their strategy. It was screaming buy below $20 and even after my 100% run, it still trades at 3x sales on 60% rev growth. They will have some significant revenue upgrades this year as their product and service lines, and markets expand, and the scam (whatever the fuck that means) will continue much higher.

Far-East-locker

Again, the grey market will always be there. However this could bring it to mainstream.  The biohacking sub will always be there and those won’t switch.  Just think about if GLP-1 wasn’t push by big pharmaceutical, would that have today status? 

Far-East-locker

Besides GLP-1, their other revenue lines are growing. [https://www.reddit.com/r/HIMS/](https://www.reddit.com/r/HIMS/) Just looking at the hair loss product results, it is quite amazing. I would say they are in a good position to legitimize some of the peptides. Right now, it is a grey market; you are buying from some unknown compounder in China. While it is cheap and looks like it works, I believe people will pay a premium to buy from an American brand. Another main focus is their overseas adoption. They bought Eucalyptus, which is the market leader in Australia, the UK, and Germany. They are also expanding into Japan and Canada. If they can duplicate their model overseas, that will be a huge subscription gain. The next earning call might pull them back a bit as their revenue will be hurt as they can't sell GLP-1 compound, however long term, if they execute as planned, i can see them at least going back to $70

Inconceivable76

They are both GLP-1 agonists. 

Inconceivable76

They are both semaglutide pills. neither contain GIP. Monjaro contains GIP and GLP-1.

sleepystockmarket

That's a really interesting structural layer on top of the inflation dynamic. The GLP-1 effect is genuinely novel territory — we've never had a pharmacological intervention hit food demand at this scale before, so there's no historical playbook. The closest analogy might be the post-WWII shift in American eating habits when refrigeration and processed food became widespread — but that was additive to food spending, not subtractive. GLP-1 is the first time a technology is structurally reducing caloric intake across a meaningful population segment. For food companies the really uncomfortable question is which categories get hit hardest. Snack foods and high-calorie discretionary items (think Mondelez, Pepsi's Frito-Lay division) look more exposed than staple proteins and produce. It's worth watching whether we see category-level divergence in volume data over the next few quarters — branded snack erosion vs. protein/produce resilience.

BrianRampage

GLP-1 market penetration has also really hammered the food industries. Grocery and fast food spending are down for the first time in basically forever, though I'm sure the hit to everyone's discretionary income is also playing a role.

Little-Derp

But GLP-1s can. $1000 per month ozempic can really help you stretch your $1.50 Costco hotdog budget.

Inconceivable76

The pill is a GLP. It’s not a dual activist like monjaro.

Dependent-Lab2429

SEMA is absolute garbage! The worst GLP1 out there. Reta is the future and LLY will have the monopoly on it. It also works for addiction issues and doesn’t eat your muscle mass Ozempic (I.e. SEMA). Retatrutide will be outperform every single weigh-loss solution out there and LLY will at least grow another 50% in the coming years once it’s released.

softboiledjadepotato

Until GLP-1 is in Doritos form, I'm not f\*cking with it

Blindsquirrelfate

Tmrw headline…we pivoted to the first AI GLP1 company!

Joatoat

Been buying bit by bit since January, finally only down 11%. Needs more than just GLP-1 but I think they're in a good position print money in the short term and diversify enough for the long term.

Temporary-Guidance20

im balls deep long in novo nordisk, if i went bear on that shit to same extent i would be rich. i can comfortably say GLP-1 is bull poison

cenphogay

That's not true GLP-1s are slowly eliminating the bear community.

Warm_Implement3088

Conspiracy Theory: Made all the rich people get skinny off of GLP-1s now force them to buy food to gain weight at inflated prices

Late_Echo1453

I need a GLP-Juan to get the dust out of my fart box 😩😩😩😩

NightOfTheLivingHam

after taking biology classes in college, just the most basic ones that cover human metabolism, nothing good is going to come from glp-1. The body likes fat, it likes to collect fat, it's why going cold turkey on eating food (starving yourself) doesnt work, your body will just slow the metabolic process in anticipation to take in and store more calories during your next meal. So the second you're off glp-1, you will gain weight back and then some. Fat removal surgery is the best way to quickly lose weight, the second best way is to exercise and limit calories and cholesterol while exercising and keeping your metabolic rate up, aka the natural way, however you will never be rid of the fat itself, the fat cells will just be deactivated, but not gone, and need to keep your metabolism up. GLP-1 simulates starvation without starvation, your metabolism doesn't actually go up. That's why everyone who takes glp-1 looks like a ghoul eventually. I have a feeling we're going to see stories about people with organ damage from glp-1 long term. I'm probably wrong, but I do not see much good coming from tricking your body's metabolic processes, it tends to do some crazy things when it thinks it's starving, like consuming organ tissue for energy.

DeezCodeNutz

blame it on the GLP-1's

alxkwl

I wonder if its partly because you can buy multiple GLP-1s directly from peptide manufacturers without a prescription, delivered directly to your doorstep for pennies on the dollar.

thegreatfoo

Still going to be inferior to nova’ myostatin inhibitor GLP one, but way behind in trials.

interstellara_

Ah, but food getting more expensive = everyone eating beans and rice = carbs only = more diabetes = more GLP-1s. Unless you think food getting more expensive = mass starvation immediately. this got dark fast

AntiqueProfessor5134

Less oil=less driving=more walking=less obesity=less GLP-1a Short NVO and Lilly, it's foolproof

Good-Schedule8806

Because GLP-1s suck compared to the blends you can order online with a few clicks of a button. Retatrutide is leagues ahead of the approved drugs. People don’t care about side effects, people don’t care about the cost, and they don’t care about not being fda approved. When an overweight housewife drops 30lbs she doesn’t stop to consider the long term consequences. Also GLP-1s get prescribed at insanely high doses for no reason other than to push more volume. I’ve seen women under 200lbs get prescribed as high as 12mg.. it’s insane.

WillTheGreat

You know why they make insurers cover GLP1 drugs? It’s so they can send fat people to war too

Full_of_Vices

Because none of you actually understand anything about the drugs they manufacture. Novo Nordisk doesn’t have a GIP/GLP-1 at market yet, and the one they have currently in clinical trials is still years away and failed to reach the %body weight change they were aiming for (yes, I know there is no head to head trials- investors don’t care about nuance). You are betting on a company that was first to market with a mobile phone but still making blackberries in a world that has moved onto smart phones.

Full_of_Vices

Because none of you actually understand anything about the drugs they manufacture. Novo Nordisk doesn’t have a GIP/GLP-1 at market yet, and the one they have currently in clinical trials is still years away and failed to reach the %body weight change they were aiming for (yes, I know there is no head to head trials- investors don’t care about nuance). You are betting on a company that was first to market with a mobile phone but still making blackberries in a world that has moved onto smart phones.

Spatula_of_Justice1

The GLP market will likely crash even more once the real long-term damage comes to light.

DinosaurAlert

because you can get a GLP shot for under $200 month and you’d probably break even by all the shitty food you’ll stop eating. SOURCE: I’m getting GLP-1 meds for $200/month and I buy less slop now.

Tangentkoala

You should have sold off years ago. The problem is GLP 1 is not new. It released in 2005. Its exclusivity for brand vs generic expired somewhere between 2010 and 2017. Why buy a brand named drug when you can buy an Indian manufactured at a 4% ingredient difference for 15$ a bottle.

docatwar

Not all factories, also most countries will happily take the sweet rat GLP1 that costs 1% of the European product.

zeebee098

I don’t give a shit if you take GLP1s but the ads are annoying as fuck

New-Sheepherder2239

I still don’t believe this will end well. All the GLP stuff, not this little venture

DarkSideMoon

Look it’s not going to cure cancer or anything but the vast majority of shit people are taking long term meds for are greatly helped by GLP-1’s. Cholesterol, blood sugar, type 2 diabetes- getting on this drug and losing the weight is going to do more for those people than popping metformin with your milkshake will.

Poseidon_Dionysus

GLP-1 medications are blockbuster drugs like statins and ED or better. The market potential is huge. The side effects are few for the number of long term studies and usage. The benefits way overwhelm the side-effects. Statins are also accused of muscle loss but do you see any less usage or doctors stop recommending them? They save millions of people from heart issues. GLP-1 is better. It’s attractive for medical cause and non-medical users. Appetite reducer drugs similar to GLP-1s have been in use for years if not decades. Before Wegovy there was Ozempic, before Ozempic there was Victoza and before Victoza there was Bayetta. The profitability of NVO depends on marketing and selling their medications better than in the past. Pursuing illegal compounders in court or forcing them to use NVO patented drugs. Maintain existing patents, not being passive at their lapsing and innovate new medications to extend the patent duopoly and compete with LLY. NVO foundation board understands that to maximize worldwide health targets they can’t ignore the profit potential otherwise they will become irrelevant to their foundation principles. They can’t milk the cash cow without feeding it!

sandman2986

PEP has a few headwinds. I’m on the fence with them. I owned them and recently sold when the price spiked but I’m not sure I want to hold them long term anymore. GLP-1, Competitors, pricing, product diversity… if they do a lot of things right, they will be golden.

SilentHuntah

> I think it could cause long term damage. The question is how long until society notices the side effects. If enough time passes it wont matter. Have you actually done any reading on GLP-1s or are you just going off something you saw on social media? You should do a bit more reading on the very things you're exploring for investment. It's your money, you need to be willing to DYOR and not 100% outsource research and critical thinking to internet strangers.

SilentHuntah

Because insurance companies were racking up losses by insuring it. GLP-1 coverage is partly why our insurance premiums spiked so hard. But prices do seem to be falling and the arrival of generics will probably accelerate that trend. At that point, covering most if not all of the cost of a GLP-1s will be a no-brainer.

SilentHuntah

>The logic of point 2 is a bit flawed in that it assumes Ozempic and co. mitigate everything obesity causes, which just isn't how causation works. That neither stated nor implied in the post you replied to. >Otherwise Novo wouldn't have lost hundreds of millions of dollars chasing the Alzheimer's dragon It's because our understanding of the root causes of Alzheimer's is just barely above scratching the surface Novo Nordisk couldn't get approval. With GLP-1s, completely different animal. We have a pretty good understanding of how they work with decades of data to back it up.

SilentHuntah

>but personally I think Ozempic is about 10 years away from a sad commercial that says "did you take Ozempic between 2024 and 2026? You may be entitled to compensation. GLP-1s have been used for treating diabetes since at least 2005. We're at about 20 years of data, so I don't think this is going to be a repeat of learning after so long that smoking kills.

Sybertron

Meanwhile united dropped all coverage for GLP-1 for non-diabetics.

Specific-Midnight644

That’s why you look for innovation. Not necessarily tech. Not much of the innovation is in tech now that we are in (have been) in The technology revolution really. But it comes in many forms. Take GLP1. It’s helping the airlines. They are using less fuel now that average flight weights have dropped.

Fragster2020

Raises hand. Lost about 35 lbs in only 3 months ...but I was also doing my morning runs etc. At 50, it's hard to dier/manage weight and I was borderline HBP. I used one of the vendors here on Reddit and ordered a 3 month supply (compound zepbound). That shit is real. Totally changes your brain chemistry and eatiing no longer becomes a necceity. More like inconvenience to eat. However, the GI issues are real. I had the worst acid reflux in my life cos it delays the food in your stomach so stomach produces more acid all day long. I had to go on heavty duty acid meds and even at that, acid burn in my throat. Once I reached my target weight, I stopped and have maintained it. I was borderline dx'ed with HBP pressure and after losing some weight. my blood pressure dropped to normal. Dodged a prescribed med for rest of my life. I work in healthcare as well and doctors are writing prescritions for GLP1 day and night and it's actually dropped our bariatirc cases as well (fat people losing weight and avoiding surgery). My sis-in-law gained tons of weight after birth and was always "heavy". She went on ozempic and dropped over 60 pounds in a year and looks like a totally different person. However, it's a trend and trend's dont last. I wouldn't start investing in it as I only hold stocks for long term. VOO and VTI for lyfe.

Wiggrr

I understand that. I'm saying Semaglutides suck ass and if you're going to take a GLP1, take tirz or reta.

liquidnebulazclone

It's significantly cheaper to manufacture and has a much longer shelf-life. Cost is by far the #1 reason people stop taking GLP-1s. Lilly will see a huge profit margin on this pill.

zeebee098

We microdosing GLP1s now?

Inconceivable76

GLP1/GIPs slow gut motility down, which can affect all oral medications as it changes the speed of absorption and how it breaks down. This isn’t new. both the oral meds (especially wegovy) need to be dosed separately from other meds. what do you think is special about the drug interactions with Lilly’s pill?

Groganog

With a population of which 2 in every 4 people will be obese by 40, and 1 in every 4 will be overweight I see this as a key medication for addressing the current obesity epidemic. Those companies who can service this market consistently and reliably at scale will benefit considerably in the long run. Heart issues as a result of poor diet and obesity have are a leading cause of death in the western and eastern world. Additionally, there is emerging evidence GLP-1’s may be highly effective at treating addiction to other substances. This is a stock illustration of hold for 10Y+.

luv2block

generics are on the way, profit margins will get crushed. But, I strongly encourage YOU to invest as much as you possibly can in GLP1s today. I think you'll do very well.

Belaroth

Almost there? How did you come up with this nonsense? GLP1 markets are estimated to double or even triple by 2030.

Careful_Response4694

They are an obesity company pre-revenue and in phase 3 trials with a GLP-1/GIP dual agonist (same class as Eli Lilly's top seller Zepbound). They are valued at $3 billion (2.3 bill minus cash on hand), and have comparable results to Zepbound if not slightly better therapeutic window (therapeutic effect/side effects). Their phase 3 trials are expected to come out in mid 2027.

Wonderful-Process792

No, I think GLP1 will actually devalue thinness as an attractive trait, by commoditizing it. Think of breast augmentation - a big cup size on a thin body was once very unlikely. Then augmentation became available and lots of women got huge boob jobs. So that went out of style and huge boobs are if anything considered gauche now. If anybody can be any weight they choose, we'll settle at a reasonable and healthy place.

chronicpenguins

Why do you think that continued usage is bad for the stock? It’s great for it.  Studies show that once your obese your body and brain react differently to cravings.  Regaining weight once off medication is an American problem - our society allows for “relapse” much easier due to how unhealthy our food options are, and how car centric we are.  Even those who lose weight naturally eventually regain it, this isn’t something unique to GLP-1s.  I wouldn’t buy the stock because the patents are expiring and generics are coming out.  The telehealth providers who were compounding GLP-1s were selling it for 1/5th of the price.  As more competition enters the market and the moat disappears, I think the boat has already sailed. 

2Hosslovescash

What GLP-1 is made by SaaS to make NVO obsolete?

LittleLeggedBlue

GLP-1s cause weight loss and weight loss will always be big business in western cultures as long as thinness is desirable. The drugs are meant to treat obesity and diabetes, yet a significant portion of users are being prescribed the drugs off label just for weight loss despite a patient not meeting criteria. Yes, people such as yourself use them as they are intended, but the large portion of people using them cosmetically are a significant driver of profits.

boogi3woogie

To be honest, a lot of people probably make up the cost of the GLP-1 by eating out a LOT less.

chomerics

It’s not “thinness” it’s health. I don’t give a shit what I look like but I have a heart that is starting to show signs of wear at 54. I need to lose weight, diet and exercise doesn’t help because my appetite doesn’t stop me fro eating large portions. On GLP-1 I can eat about 1000-1500 calories a day and I’m fine. I’d literally can not without bad hunger pains not on it. Sad part is, my insurance just stopped covering it. We no longer can get weight loss drugs on my program even though a doctor says it’s needed. It costs them too much money, and they are only giving them for diabetes now.

Andrew_Higginbottom

I think your correct in everything you say ..except that the Tort is likely to be less than 10 years away. If I was to venture into Ozempic it would be a jump in jump out play ..before the shit hits the fan. When it comes to the product, people will always take the easiest least effort option (jab over exercise) so it will take A LOT of horror stories to stop its users from taking it. Weight gain and weight loss is an emotional thing and human emotions are extremely finicky Way too many people would rather pay the price of bad health and be slim over being obese and in better health. The oxy moron of GLP-1 :)

throwawaycpa1980

I've been on a GLP-1for several years, following a few groups/communities/subreddits on the subject. I have never heard of anyone having massive muscle loss to the point of being unhealthy. Do you have a study to back up this presumption? Anecdotally, the 2 most common side effects I see are gall bladder removal (which doesn't impact continued use of the drug) and pregnancy.

cross4444

The difference between a box of Kleenex and a box of the other brand is negligible. The importance of the brand goes out the window when one GLP-1 is $100/month cheaper than a practically identical one with better name recognition.

Responsible-Jury2579

Interesting and I agree the pill form definetky extends the life of GLP-1's and they will continue to make consumption easier.

Responsible-Jury2579

Their name is becoming synonymous with GLP-1's though. Similiar to what Kleenex did, copycats may only gain so much market share

Wonderful-Process792

"I'm not a doctor but..." I think GLP1 will survive even if there are some possible long-term side effects. Why, because it's effective at reducing the health problems from obesity / diabetes where are really severe - like half a million premature deaths in the US.

Good_Ride_2508

Recently, I used NOVO’ GLP-1, it is working excellently, great improvement! Then bought NVO and keep DCA when goes down, holding long

Safe-Procedure-8378

There's a few things to address with this. It's not just ozempic, they're evolving. Retatrutide is currently in trials and it's even better than Tirzepatide apparently (zepbound) which is far better than ozempic, so they're coming out with more products. Continuously the new "latest and greatest". When retatrutide hits the market, it's going to be insane. It's all the rave right now in the PED/peptide community. Everyone is buying them off of the "research only" websites because that's the loophole until compound pharmacies start making them. Which isn't so easy for them to do by the way, Eli Lilly has patents on all of this stuff so in order for a compound pharmacy to make them, they have to do something different like mix it with something else so that it's not a direct copy then the state regulations can be hardcore and may not even allow certain compound pharmacies to make the products unless they're making them for the GLP-1 companies like noom and others. It's possible that side effects will come out later and it could be an issue but there has been a ton of trials done so far. A lot of the more serious issues have been from the people who actually had diabetes and they were from the diabetes itself. I just got done taking the tirzepatide for the first time and I can 100% say, you WILL lose muscle if you do not lift weights. That is a requirement. You must lift and you must prioritize protein when you're thinking about your next snack or meal. It makes you not hungry at all to where you almost have to force yourself to eat so what you choose matters. If done properly, it's truly amazing. It does more than just suppress your appetite but you can research that on your own. I guess what I'm trying to say is these aren't going anywhere and it's going to become more and more lucrative. I just wish it wasn't already so expensive to get into or I would! So with that being said, if anyone knows of any other companies that's into these besides Eli and Lilly or whatever, let me know! Lol.

wee_dram

HIMS recently made a deal with NVO to sell theirs after a legally troubled time. My take on it is HIMS is the best positioned reseller with the largest customer base, not only for GLP-1 drugs but everything from viagra to hair growth pills. Bullish.

BillBob13

Big market, has a ceiling and I think we're close to it. GLP1s can have a variety of side effects and all target the same biological pathway with similar degrees of success That said, peptide drugs are the future of medicine (to be clear, not shit like WTF-420 thats illegal from China, like legit FDA peptide-based drugs)

shillyshally

A pill form are being developed and so there is still room for growth, years of growth before they are available as cheap generics on Amazon like Pepcid is now. I was working in pharma decades ago when Pepcid still garnered a significant ad budget. "The Rybelsus brand is approved to treat type 2 diabetes, but in 2025, Novo Nordisk announced the FDA approval of the 25 mg Wegovy pill, the first oral GLP-1 drug approved for weight management. In clinical trials, researchers found study participants lost an average of 16.6 percent of their total body weight while taking 25 mg of oral semaglutide. That amount of weight loss was about equal to that achieved by people using the maximum dose of injectable semaglutide..."

Responsible-Jury2579

Does Hims have a GLP-1?

LittleLeggedBlue

GLP-1s aren’t new, they’ve been available since 2005, and of course spent years in trials before that. As long as our society prizes thinness above almost all other metrics of attraction, the weight loss sector will continue to increase in value.

luv2block

I mean, Tylenol is used by billions of people... but no one is rushing out to buy Kenvue (which is down 20% over the past 12 months). Once medications become commodified, no one cares as profit margins get crushed. GLP1s are basically almost there. For example, NVO's profit margin is 33%. Kenvue's is 9%.

Unusual_Copilot67

Shrinkflation, but also GLP1 fat loss drug could hurt in the long run

nopenope12345678910

The stock value is more related to their pipe line drugs not this one. This is just a play to share market space with the Wegovy pill that is also not very effective. But hey some people are afraid of needles for some reason. Retatrutide and their other newer small molecule GLP-1 in trials is really where the $$ lays. Retatrutide is seriously a game changer compared to other GLP-1. As some one that has taken semaglutide, tirzepatide and retatrutide, the side effects are soooo much less and w/ Reta. In fact you feel pretty damn good and like you have extra energy on Reta imo.

nopenope12345678910

Ngl I saved money getting on a GLP-1s for a 2 years. Was easily saving over $150 a month of food from not being as hungry and craving expensive unhealthy food items. Worked well for me lost over 100lbs, came off the medication. Here I am a year later still skinny and much healthier that I was prior to starting the treatment.

MegalodonBite

Meth heads is an american thing - not Chinese. Regarding why? Billions of dollars of peptides are being sold on gray/black market because many are not FDA approved. They are not FDA approved because they are aminos your body produces thus pharma companies cannot own the intellectual property / licensing. On the GLP1s that are FDA approved (IP is being challenged in court) but the pharma companies are so greedy that people are forced to buy direct. China sells a year supply for 300 - a clinical sells it for 12k-20k. If you're overweight insurance still will deny claims. Awful USA healthcare is why China has a market.

BankAble899

>Who in their right mind eats literally when they wake up? Half of you have a cigarette and a monster for breakfast anyways. Who do you think? People who need to be on GLP1's lol

Responsible-Meringue

I've been dca-ing into Novo & getting ready for the pump as Lily eats it's own tail. Obesity pipeline looks amazing for Novo, at least till Lilys GLP-3 peptides hit injectables in 5+ yrs, then another 8 till pills.