GLP-1 Digest 💉
127 posts
What comes next in the GLP-1 space. For founders, operators and investors. Subscribe to our newsletter.
Joined April 2025
- This is excellent for patients. But, putting our investor hats on this deal signifies dramatic price erosion of GLP-1s just 3 years being into market. This means the GLP-1 market may prove to be much, much smaller than we anticipate. The news today would make us significantly
- Compounded Tirzepatide has really taken off these past few months. We thought that perhaps being a dual agonist it was difficult to manufacture the API but we were wrong. After Eli Lilly’s recent litigation failures, which we wrote about a few days ago, expect to see more
- Taking a GLP-1 long term would reduce the all cause mortality rate by up to 6% in America. That number is astonishing considering we haven't seen a potential bend in the mortality curve of that magnitude since smoking cessation 20-30 years ago. We explain the numbers and go
- Lilly’s ambitions for Orforglipron, its once-daily oral GLP-1 medication, go way beyond diabetes and obesity. They're kicking off expansive global trials in hypertension and obstructive sleep apnea (OSA), slated to finish between 2025 and 2027. With safety data already looking
- After just three weeks on tirzepatide, the brain regions that light up when we see junk food went quiet. The areas responsible for cravings and reward anticipation (like the cingulate gyrus and medial frontal gyrus) showed roughly 170 % to 220 % less activation than they did on
- When people ask about scientific innovation slowing down - we show them this phase 2 pipeline for anti-obesity medications. Almost unimaginable 3 years ago.
- A recent study examined how people's bodies respond to GLP-1s based on their baseline characteristics like muscle mass and metabolism. Interestingly, the relationship between your skeletal muscle mass and your odds of successful weight loss is "J-shaped." Low muscle mass →
- How will Trumps executive order on pharma drugs affect people buying GLP-1’s out of pocket? For the time being, no change. The executive order applies to Medicare drugs which at this time does NOT include GLP-1’s indicated for obesity. HOWEVER, medicare part D does cover
- The compounded tirzepatide market might get squeezed with the new Trump RX pricing. Not so with compounded semaglutide. We explain why in our latest. glp1digest.com/p/who-won-trum… $NVO $LLY $HIMS
- Dramatic changes in eating habits on GLP-1s. The fast food industry is facing serious headwinds thanks to the gila monsters venom.














