Ozempic, GLP-1 and other modern diabetes / weight loss medications

After reading this thread, I know the reason why potato farmers are going broke.
 
Wonder if anyone has figured out how to have it shipped into the country yet.

Gray market peptides are out there, including glp-1s. They ship in a powder form and users reconstitute them at home with sterile water. Ends up costing a fraction of what even the compound pharmacies charge.

 
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After reading this thread, I know the reason why potato farmers are going broke.
Major impacts to both the food industry and restaurant industry.

Outside of AI this could be one of the more transformational developments in the US as the impact is so wide ranging
 
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Gray market peptides are out there, including glp-1s. They ship in a powder form and users reconstitute them at home with sterile water. Ends up costing a fraction of what even the compound pharmacies charge.



Good article. Crazy to think that instead of heroin or Crack, a dude like this might end up being the next type of drug dealer. Except the drug he is selling is going to help people lose weight. It's kind of unreal that he can make it so cheap and yet it costs every one else so much.
 
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Good article. Crazy to think that instead of heroin or Crack, a dude like this might end up being the next type of drug dealer. Except the drug he is selling is going to help people lose weight. It's kind of unreal that he can make it so cheap and yet it costs every one else so much.

And you know that the overseas suppliers are making their own very healthy profit as well. Just goes to show how much we are being gouged by the pharmaceutical companies.
 
Good article. Crazy to think that instead of heroin or Crack, a dude like this might end up being the next type of drug dealer. Except the drug he is selling is going to help people lose weight. It's kind of unreal that he can make it so cheap and yet it costs every one else so much.
Costs are expected to go down and once some of these compound pharmacies cause some major issues I could see the process accelerating.

Soon we will have the GLP-1’s at a much cheaper price as the next line that’s stronger comes out

The studies are fascinating as we still don’t know exactly why the drugs are having the effects there are in so many cases
 
Costs are expected to go down and once some of these compound pharmacies cause some major issues I could see the process accelerating.

Soon we will have the GLP-1’s at a much cheaper price as the next line that’s stronger comes out

The studies are fascinating as we still don’t know exactly why the drugs are having the effects there are in so many cases

Yeah, the prices will definitely be coming down. On the gray market, where retatrutide has been available for over a year now, tirzepatide prices have fallen precipitously over the last year
 
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Yeah, the prices will definitely be coming down. On the gray market, where retatrutide has been available for over a year now, tirzepatide prices have fallen precipitously over the last year
Honestly one of the biggest recurring costs is that many who are proscribed have to check in monthly with their PCP or do an online check in that often creates a fee based on limited insurance coverage
 
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Honestly one of the biggest recurring costs is that many who are proscribed have to check in monthly with their PCP or do an online check in that often creates a fee based on limited insurance coverage

That might be true.

And also can't help but feel like a lot of this will be wasted thanks to the costs. I see articles about what happens after people get off the glp-1s, but I think a large problem with that is that people only get off them because they're so expensive (and if they were lucky enough to have insurance coverage, insurance often kicks them off right when they get closer to goal weight). I see these drugs as something you continue to take for the long term, even if at a lower dose, but at very least should probably be something one stays on while they transition into maintenance phase rather than dropping them and having the food noise come back right when trying to make that transition.
 
That might be true.

And also can't help but feel like a lot of this will be wasted thanks to the costs. I see articles about what happens after people get off the glp-1s, but I think a large problem with that is that people only get off them because they're so expensive (and if they were lucky enough to have insurance coverage, insurance often kicks them off right when they get closer to goal weight). I see these drugs as something you continue to take for the long term, even if at a lower dose, but at very least should probably be something one stays on while they transition into maintenance phase rather than dropping them and having the food noise come back right when trying to make that transition.
I actually got some studies recently on this topic, I’ll see if I can link them later. Cost was a main reason for many but others stopped due to side effects, or the drug not being effective for them. There is still about 10-15% of the population that the drugs don’t work for (that we know of) so that in and of itself is a big chunk that would stop taking them.

They are lifelong drugs in their current state for most
 
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I actually got some studies recently on this topic, I’ll see if I can link them later. Cost was a main reason for many but others stopped due to side effects, or the drug not being effective for them. There is still about 10-15% of the population that the drugs don’t work for (that we know of) so that in and of itself is a big chunk that would stop taking them.

True, i guess that's a different group than those I was looking at where it was looking at regain after the drugs being successful, that would remove those who drop for it simply not being effective. Its pretty interesting the range of responses to it, some people see great results even at the lower doses, and some people don't see anything until they get up to the higher doses, but with higher doses comes more risk of side effects.

They are lifelong drugs in their current state for most

That's how I view it for myself at least. I'll stay on tirz (or something that follows) for the long-run.
 
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I hear the generic versions are coming to market. Plus an oral Wegovy. The needle is a deal killer for me
I believe I read the US patent (Wegovy) doesn't run out until 2031 or something like that. I think it about to run out in other countries like China if not mistaken.
 
Interesting thread. From an investor standpoint, seems food, restaurants, bakeries, alcohol industries will decline. Ppl are saving time and money not eating. Which industries will benefit?
 
I believe I read the US patent (Wegovy) doesn't run out until 2031 or something like that. I think it about to run out in other countries like China if not mistaken.

Canada is another, where generics will probably come this year due to Novo failing to pay a patent fee. Have to imagine a lot of that will flow across the border as well.

I'd still say that Zepbound\Tirzepatide is better (both more effective and has fewer side effects), but wegovy\semaglutide getting generics will only help to being down the market overall.
 
Interesting thread. From an investor standpoint, seems food, restaurants, bakeries, alcohol industries will decline. Ppl are saving time and money not eating. Which industries will benefit?
This is already happening, mostly due to economic factors but also this is a real concern for those industries. The fitness industry is the biggest gainer as well as any company that has been leaning heavily into protein based foods including enriched foods
 
Interesting thread. From an investor standpoint, seems food, restaurants, bakeries, alcohol industries will decline. Ppl are saving time and money not eating. Which industries will benefit?

Clothing comes to mind. Not only do you have wardrobe turnover due to lost weight, but shopping for clothing is a much more enjoyable experience at a healthier weight.

Food seems like it'll see shifts to smaller but more premium portions, as well as there being a big push towards high protein foods.
 
I read that Eli-Lilly got their Tirzepatide pill approved. I may try that rather than the shot. I did well on the shot, but for some reason the side effects got too bad about 6 months in.
 
I read that Eli-Lilly got their Tirzepatide pill approved. I may try that rather than the shot. I did well on the shot, but for some reason the side effects got too bad about 6 months in.

I think the pill (orforglipron) is only a GLP-1 agonist, vs tirzepatide being a dual glp-1\GIP agonist, so effectiveness may be a bit different there.

Did you try reducing dose for a bit? (Or what dose did you end up on?)