So here are some takeaways on the longevity of the obesity platform: Even without GLP-1 craze they grew the business (profitably?) to a $100M run-rate in 7 months with oral weight loss medications alone We will see a flood of new GLP-1 medications enter the market and the situation will move quickly and be fluid including the introduction of oral compounds that may lead to other use-cases for Hims There is some sort of precedent that compounding certain elements like end-dosage or side effect mitigation is considered clinically necessary and therefore defensible Hims & Hers will also offer brand-name GLP-1s on platform, maybe alluding to expectations of reduction in out of pocket cost over time, or an increase in supply My unsolicited thoughts for Hims would be to take advantage of this huge surge in cash and invest it into the sustainable, growing parts of the business
Genetic factors, type of hair loss, and follicle condition all influence outcomes
Aggressive GLP-1 dosing that produces faster weight loss may need to be moderated during the breastfeeding period
However, kidney function becomes critical when combining these medications, particularly metformin, which requires monitoring of glomerular filtration rate (eGFR)
Bottom line: MyFitnessPal is the strongest generalist food database with GLP-1 features layered on top
-Our prices will return to normal once the current shortage has been resolved