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GLP-1 drugs: An economic disruptor? (2024)

wildfirelabs.substack.com

141–150 of 553 posts

Re: GLP-1 drugs: An economic disruptor? (2024)

#141

Interesting article, but I do have a nit: > Nike is shifting from "Just Do It" impulse messaging to long-term wellness partnerships My read of "just do it" is actually the opposite. It's a message to dedicated athletes about not making excuses end executing.

In marketing world, many consider the slogan "Just Do It" to have a double meaning: 1) Don't make excuses, get after your goals! (the one you're espousing) 2) Treat yourself, just buy it (the one the articles author is emphasizing).

Re: GLP-1 drugs: An economic disruptor? (2024)

#142
post #58

Earlier quoted context omitted.

What does this even mean? The results of GLP-1 meds are well studied and widely understood to be game changing and likely revolutionary. The other claims might be hyperbolic but results of the medication on individuals is not really a question at this point.

The short term results are known, but we have very little data about the long term effects as of yet.

Not remotely true. We have strong studies out to 10 years at this point. Given the overwhelmingly positive results at our current state, it would take a huge safety signal occurring at 12-20+ years of usage to provoke a change in recommendation, and this is exceedingly unlikely. Basically all such signals are revealed by 10 years if they exist.

Re: GLP-1 drugs: An economic disruptor? (2024)

#143

Is there a term for this style of writing? It's like a longform linkedin post. I don't mean this as a criticism, it just seems like written language is evolving to better capture our diminishing attention spans.

Pseudo-insightful quips anthology?

Re: GLP-1 drugs: An economic disruptor? (2024)

#144
post #10

Earlier quoted context omitted.

As opposed to the good long term effects of being obese?

As it happens, in the elderly, a BMI at the lower range of "obesity" is better than having higher or lower weight. Of course, with the shortage of geriatricians, most seniors are unlikely to find this out.

This probably isn't true. What's more likely to be true is that it's hard to be overweight when your dying from cancer or whatever.

Re: GLP-1 drugs: An economic disruptor? (2024)

#145
post #55

Earlier quoted context omitted.

Yes well your PCP / pharmacist should not have prescribed you an appetite suppressant when you have below average body fat %. The effects are very worth it for people weighing them against heart disease and mobility issues. It's not a Faustian bargain, it's all right on the tin. When you stop taking it the effects go away. If you want to be indulgent and it fits your lifestyle you can reversibly make that decision. T…

After using them, I think GLP-1’s will eventually be rebranded as a weight management / weight maintenance drug rather than a weight loss drug in order to appeal to the masses. It’s a very interesting feeling to feel like you’re in full control of what you eat, not influenced by random cravings or hunger. In my case I’m planning to only stay on it another month or 2 to drop 10lbs. I can easily see people cycling on/o…

They might be branded that way, but that's not what they are. They have dramatic effects on the metabolic pathway and insulin response that need to be carefully considered if you're not actually diabetic.

I recommend that you listen to the most recent Peter Attia podcast, which is a 2+ hour interview with Ralph DeFronzo (diabetes expert) where he goes deep into the effects of GLP-1 agonists on insulin response and other metabolic pathways. I came away with the impression that we're being too casual with how these drugs are being used -- if you're overweight these impacts are probably all for the good, but if you're not, it's more questionable.

https://peterattiamd.com/ralphdefronzo/

Re: GLP-1 drugs: An economic disruptor? (2024)

#146

I would point out that it isn't unforeseen, given that genz don't drink, go out or do drugs to anywhere near the extent that millennials did at the same age. ( https://www.statista.com/chart/30783/alcohol-consumption-by-... ) I would also gently point out the evidence for tempering alcohol only seems to be evident with people who have high BMI https://www.pulsetoday.co.uk/news/clinical-areas/mental-heal... So yes, it…

Genz just swapped traditional vices for social media...which also deals with impulse control.

Re: GLP-1 drugs: An economic disruptor? (2024)

#147
post #96
post #37

Earlier quoted context omitted.

It is a bit of a silly proposition, considering that 40% of Americans are obese, and many of that population cannot afford $800-$2000 prescriptions.

It's not silly at all. In 15-20 years this stuff will be <$100 for weeks of use. For many people $800 dollars is less than the they spend on food in the same time

Yup.

The current retail cost in Canada is ~$160 USD per syringe for Ozempic.

Re: GLP-1 drugs: An economic disruptor? (2024)

#148
post #19

I started Tirzepatide 3-4 weeks ago. (Mostly as an experiment to understand the hype around GLP's... I don't have diabetes and only very slightly overweight at 20% body fat). Even at the lowest 2.5mg starter dose which you're only allowed to stay on for 1 month: - Extreme appetite suppression to the point where I've started calorie counting specifically to make sure that I'm eating enough. It's incredibly easy to for…

> That late night trip to McDonalds will have you feeling like shit the next day I've never had this reaction to fast food before. I only eat mcdonalds every few months and yea it's not the highest quality food, but I don't think there's anything in it to make you sick any more than other burger places have. I imagine you'd have to have restricted fast-food nutrition for quite some time before you feel a difference.…

>> That late night trip to Mcs will have you feeling like crap the next day

> I've never had this reaction to fast food before.

I do. Because of it, I eat fastfood when I'm willing to pay that price, ~5x/decade.

> I'd like to see a study comparing people who ate mcs who thought of it like slop vs those who saw it as a treat. I'm curious how much of this is psychosomatic.

The notion that our psychology could be holding us back from fastfood completeness is one that never occurred to me. I like how novel it is.

Re: GLP-1 drugs: An economic disruptor? (2024)

#149
It's an interesting idea, but ultimately being sensationalized. The article starts off by making a compelling case that the widespread adoption of these impulse-control drugs will disrupt the economy and lead to many changes in business models built around impulse buys. The issue is that these drugs only entered the public consciousness within the last two years, and many of the business model changes that the author implies are attributable to the drugs have been going on for a lot longer than that. His treatment of retail is an obvious one (he's ignoring the impact of changing consumer practices that came about due to online shopping). The replacement of anchor stores with medical centers is another one - I can remember reading about this on Hacker News in 2017.

I suspect his projections on the impacts these drugs will have on crime rates and alcohol consumption are probably also overblown. I could be wrong, but I would think that the sorts of people who seek out prescription drugs for impulse control aren't likely to overlap with people who drive drunk in the first place.

The anecdote about the lost muffin revenue was still quite interesting.

Re: GLP-1 drugs: An economic disruptor? (2024)

#150

Earlier quoted context omitted.

> That late night trip to McDonalds will have you feeling like shit the next day I've never had this reaction to fast food before. I only eat mcdonalds every few months and yea it's not the highest quality food, but I don't think there's anything in it to make you sick any more than other burger places have. I imagine you'd have to have restricted fast-food nutrition for quite some time before you feel a difference.…

>> That late night trip to Mcs will have you feeling like crap the next day > I've never had this reaction to fast food before. I do. Because of it, I eat fastfood when I'm willing to pay that price, ~5x/decade. > I'd like to see a study comparing people who ate mcs who thought of it like slop vs those who saw it as a treat. I'm curious how much of this is psychosomatic. The notion that our psychology could be holdin…

I believe you, but what do you think it is in the food that causes such severe reactions for you but doesn't affect me at all? Humans lived through periods of extreme starvation and other forms of malnutrition—our genetics are extremely clear on this, as is our tendancy to cannibalize our muscles when they're underused. It seems absurd to me a slightly different selection of nutrients could cause acute distress. (Hence my recourse to psychology—which would map well with the shift towards the moralization of nutrition these past few decades.)
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