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

wildfirelabs.substack.com

171–180 of 553 posts

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

#171
I don't see any comments talking about it, and it's not mentioned in the article, but if it changes impulse control I wonder what effect that will have on politics. Hopefully one where people will take a longer view and look at policies rather than impulsively voting for the candidate they think they like the most.

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

#173
post #61

Earlier quoted context omitted.

Luckily during the “shortage” you can currently get GLP-1’s in vials rather than injection pens. The brand name GLP’s you can’t control the dose. But when you get it in a vial from a compounding pharmacy you can inject however much or little you want. Not looking forward to ever using the brand name version specifically for this reason

Aren’t any states like California trying to ban compounding pharmacies? It’s an unfortunate attack on individual freedom, but I am not sure if we will still have them 20 years from now.

> Aren’t any states like California trying to ban compounding pharmacies?

No. California has not banned compounding pharmacies, nor is there a significant movement to do so in the legislature, among the people (who could do so by ballot measure), or a proposal by the governor to do so. California does require additional licensure for sterile compounding, but that is very much not a ban on sterile compounding or compounding more generally.

Relevant to GLP-1s, though, several state pharmacy boards (not California’s, as far as I know) have raised issues that compounded GLP-1 drugs that they have seen appear to be illegal, because they use a form other than the FDA-approved base form of semaglutide (which is only available from Novo Nordisk), and th3 form used is not itself approved for human use, and have taken steps to crack down on that. But that's also not banning compounding, but enforcing existing rules on compounding.

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

#174

Earlier quoted context omitted.

[flagged]

What a take. I have no idea what Americans overpaying for healthcare has to do with a Danish drug company participating in the Canadian Healthcare market. I’d rather thank the Canadian government for having a drug pricing review process. If these companies don’t want to sell their drugs here, no one is making them. They are still here, so I think it’s safe to assume that they are still making money.

I don’t think it should be controversial to say that if the US imposed a Canadian-style price control regime on more than the handful of drugs currently regulated by Medicare, the future number of drugs developed and commercialized would drop significantly.

It’s just basic addressable market vs. development cost math.

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

#175

Earlier quoted context omitted.

>> 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. (Hen…

>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?

Food sensitivities are primarily a lot of medical questions, for which we have few answers. For example many fresh breads will give me stomach cramps and Rosacea. I can eat those same ingredients+amounts in other foods and be fine.

Many fastfoods ramp my brainfog up to 11. I don't know why. I'm in a poor position to consider the issue while the brainfog is in play. I could consider it later but the best I can hope for is unsubstantiated guesses.

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

#176
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…

The above describes me but it is the consequence of my behaviors/habits. Being a workaholic, I learned long ago to ignore the leash that pulls me to the refrigerator. It seems by brain no longer sends me a "you need to eat" signal similar to the way free divers can become oblivious to the "you need to breath" signal.

I wonder if with time, you can learn from this drug, form the helpful habits/behaviors and then stop taking it.

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

#177
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's interesting. I started ozempic about 3 months ago and the effects are really not dramatic at all. Is Terzepatide supposed to be more powerful?

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

#178
post #51

Is GLP-1 really changing general impulse control? But I do buy the argument. If impulse controlling drugs are going to be effective, the economic impact is basically not quantifiable... not only the economic impact but it would change society as a whole in extremely fundamental ways (e.g. dating)

There is not evidence to suggest general impulse control. That's extrapolation (beyond food items) and likely untrue IMHO.

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

#179
post #28

The real trend is deflation. People are having fewer children. Fewer miles are driven to fewer offices for fewer trips in cars. Fewer impulse buys are being made and fewer dollars will be made by advertisements (according to the ops conjecture). This is not inflationary. It is the opposite. We live in a deeply deflationary world and we should not be confused by the local, transitory inflation that we may be experienc…

This! Consumption is made of impulse choices. (most of the times).

Also we are having fewer children, does this drug reduce also the impulse of having sexual desires? In that case that would be even worst.

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

#180
post #34

Earlier quoted context omitted.

> 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 forget to eat. This is the largest of several reasons I hesitate to try it for myself. I am a very big guy (I would be about 184lbs if I had 0% bodyfat at my current musculature level). From the experiences I hear, I would not only struggle to have enough energy to…

If it makes you feel better, this class of drugs has been part of bodybuilding cutting stacks for a while now. It makes the process much easier and as long as you're diligent about your shakes, no big deal.

Wild that a drug with no other side effects that we know of besides pre existing pancreas issues can mute a bodybuilder’s hunger on a cut.
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