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Ozempic will disrupt big tobacco, candy companies, and alcohol brands

curingaddiction.substack.com

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Re: Ozempic will disrupt big tobacco, candy companies, and alcohol brands

#111

Post by surfingdino »

raziel2701 wrote: post #17

Ozempic costs $1000/month (in the US) but $5/month to manufacture [0]. I think if this drug and others are to have a significant anti-consumption effect on other companies it needs to be vastly more accessible, which first requires more accessible healthcare in the US, which is unlikely to happen. Also it's an injection, which raises the barrier. If drugs like these become orally administered and over-the-counter, th…

People will pay for it even if it was a sharp-ended, spiked suppository made out of powdered Carolina Reaper. Because they believe it makes you look "good".

Re: Ozempic will disrupt big tobacco, candy companies, and alcohol brands

#112

Post by ImPostingOnHN »

umeshunni wrote: post #68
jakub_g wrote: post #15

Re: "mounting concern" about the profits of processed food & tobacco companies, here you are also the 2018 classic of the genre: > Goldman Sachs asks in biotech research report: ‘Is curing patients a sustainable business model?’ https://www.cnbc.com/2018/04/11/goldman-asks-is-curing-patie...

The actual report (not linked to by CNBC of course) says The potential to deliver “one shot cures” is one of the most attractive aspects of gene therapy, genetically-engineered cell therapy and gene editing. However, such treatments offer a very different outlook with regard to recurring revenue versus chronic therapies, particularly in certain diseases where it is possible to cure a large proportion of the prevalent…

That's the same thing said with more words.

Re: Ozempic will disrupt big tobacco, candy companies, and alcohol brands

#113

Post by voisin »

JumpCrisscross wrote: post #82
cpitman wrote: post #72

Earlier quoted context omitted.

Currently they cannot manufacture enough to cover demand at $1000/ month. Why would the price come down before they can supply current demand?

> Why would the price come down before they can supply current demand? Because in exchange they could unlock a bulk order from e.g. the U.S. government. That in turn could unlock economies of scale that let them price competitors out of the market.

> price competitors out of the market

Are there competitors or are they under patent protection?

Re: Ozempic will disrupt big tobacco, candy companies, and alcohol brands

#114

Post by voisin »

JumpCrisscross wrote: post #109
Fredej wrote: post #106

Earlier quoted context omitted.

They are literally buying up as many factories as they are allowed to do. Money is not the issue - getting access to production lines is.

> Money is not the issue - getting access to production lines is You don’t think having the heft of the U.S. government behind one of those parties will help with that access?

Do you see the US government wanting to disrupt these industries, many of which are political donors?

Re: Ozempic will disrupt big tobacco, candy companies, and alcohol brands

#115

Post by Fredej »

hackernewds wrote: post #104
JumpCrisscross wrote: post #82

Earlier quoted context omitted.

> Why would the price come down before they can supply current demand? Because in exchange they could unlock a bulk order from e.g. the U.S. government. That in turn could unlock economies of scale that let them price competitors out of the market.

The govt has already subsidized production through investing in research they've leveraged.

I mean sort of, maybe. It's a danish company, that's already the largest contributor to research, also from a grant perspective. The Novo Nordisk Foundation is supplying research grants at like 5 times of the size of the danish government. And that's without taking into account the grants and research done by Novo Nordisk, the company itself.

Re: Ozempic will disrupt big tobacco, candy companies, and alcohol brands

#116

Post by voisin »

JumpCrisscross wrote: post #110
red_trumpet wrote: post #105

Earlier quoted context omitted.

Don't they have a patent which makes competition non-existent for the near future?

There are multiple formulations, e.g. Ozempic vs Wegovy.

Both Ozempic and Wegovy are manufactured by Novo Nordisk. That’s not competition. It is market segmentation as they are marketed for different uses.

Re: Ozempic will disrupt big tobacco, candy companies, and alcohol brands

#118

Post by glp1guide »

CPLX wrote: post #86
glp1guide wrote: post #70

Earlier quoted context omitted.

There are dangers/risks to buying pharmacy compounded semaglutide -- not really a great thing to recommend widely. It's hard to depend on whatever pharmacy people might be able to find locally or through some hopefully trustworthy portal. That said, with China and more notably India entering the GLP1 RA race, there will be much cheaper options very soon, hopefully!

Can you articulate those dangers? Compounding is a well developed means of sourcing drugs and GLP has been around for decades. What specifically should people be mindful of?

Well quality of the compounder/pharmacy is the real issue here -- of course it's not that the process itself is flawed, more that it's basically impossible for a layman consumer to inspect/assess quality/safety.

Re: Ozempic will disrupt big tobacco, candy companies, and alcohol brands

#119

Post by makeitdouble »

hackerlight wrote: post #27
Xenoamorphous wrote: post #9

I'm not very familiar with the approval process for new drugs, but as far as I know it involves some initial step where the safety is assessed, and then the effectiveness. But I don't think either of those are actually long term processes (like, longer than 5 years). So it scares me a bit when something like Ozepmic pops up and tons of people jump on it, without knowing the long term effects that might appear. I read…

The status quo (obesity) is extremely dangerous, so whatever potential danger you're thinking may exist would have to exceed that.

> extremely dangerous

I wish I could just quip a "citation needed", but we're at a point where the visceral hate for fat includes researchers spitting out feel good papers going with the flow, as funding is basically guaranteed.

We don't have satanists, so this has become our day's moral panic IMHO:

https://www.ncbi.nlm.nih.gov/pmc/articles/PMC6885862/

Re: Ozempic will disrupt big tobacco, candy companies, and alcohol brands

#120

Post by JumpCrisscross »

voisin wrote: post #116
JumpCrisscross wrote: post #110

Earlier quoted context omitted.

There are multiple formulations, e.g. Ozempic vs Wegovy.

Both Ozempic and Wegovy are manufactured by Novo Nordisk. That’s not competition. It is market segmentation as they are marketed for different uses.

Oh, didn’t know that. Doesn’t Eli Lilly have a competitor?
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