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

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231–240 of 553 posts

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

#231

Earlier quoted context omitted.

I wonder which is more harmful?

I can't say which is more harmful, but social media is a hell of a lot less fun

I take LSD every two to three months, and I'm always excited to do so, even though I usually get bad trips. Weed consistently gives me at least five minutes of joy

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

#232
The most significant takeaway for me from this analysis was that many businesses were aligned with helping people become or remain obese. Where do the opportunities flow to now that people can apply their disposable income to items beyond food and alcohol? Something similar happened during the "low carb" shift when bakery goods sales decreased, but people shifted to high protein (and perhaps high fat) food away from high carb. But it was still food. This feels a little different.

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

#233
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 effects seemed to wane slightly for me, but it vastly changed my relationship with food. I was raised in a family with plenty of food, but food was used as a weapon of manipulation and thus I was taught to eat as much as I can else it might be taken away. With Zepbound I now eat appropriate portions. Can’t really stand more than a single beer. I don’t mind being at a restaurant and not really eating. I’ll have a bite of this or that and be happy.

My shits, however, have been glorious since starting the drug. Truly pleasant steamers that rocket right out.

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

#234

Jevons paradox applied to healthy people vs unhealthy. Healthy people create more demand not less. You order out you just order healthier. Healthier food is more expensive than junk food. You buy an expensive bike. More clothes. Healthcare is still expensive because people get older and older people need more care.

I don't think Jevon's Paradox applies here. People won't buy healthier food, they'll buy less food.

Food is the easiest expense to maintain. If you are eating less, you absolutely may as well eat better.

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

#235
post #197

Earlier quoted context omitted.

It's unambiguously the case that the US subsidizes drug development for the rest of the world, including non-US pharma companies like Novo.

Just because they extract massive profits from the US market does not mean that they would stop operating if they only extracted healthy profits.

They would continue operating but fund less speculative drug development.

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

#236

Earlier quoted context omitted.

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.

Would the number of drugs developed drop, or would a few luxury yacht companies go bankrupt?

The number of drugs developed would drop. In particular, the really expensive to develop drugs that target rare conditions, exploit novel pathways, or require difficult synthesis.

The kinds of drugs that routinely experience years of delayed availability in markets like Canada and the UK until the learning curve has kicked in via the US and other less constrained markets.

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

#237
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…

Where did you purchase it?

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

#238
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…

I'm curious -- do you have any brain fog? Are you able to exercise? When you exercise, do you wind up eating more, i.e. the caloric amount that you exercised? I've never had any psychological difficulty with losing weight. I don't care if I'm hungry. But what happens when I eat less and lose weight is that I have trouble concentrating. The glucose my brain needs just isn't there. And if I do physical activity, forget…

No brain fog. I walk at a very brisk pace ~6 miles a day. My calories are far less than before I started. I have to be very careful to have enough protein. When I exert myself, the recovery period is the same time as before.

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

#239
post #135

Earlier quoted context omitted.

I've heard similar accounts and it sounds pretty wild. I'm not overweight and don't take anything but I do enjoy food. It would be horrible to me to lose the enjoyment of such a primal pleasure. If the choice is between being overweight and giving up the pleasure of eating altogether, I can imagine plenty of gourmands who would rather carry the extra weight for the physical and social pleasures of food. I've heard an…

Counter-anecdote. I have not lost my appreciation for good food, I just eat less of it. I used to be unable to leave any food on my plate regardless of how good or bad it was, now I’m perfectly happy to leave something uneaten if it isn’t to my taste.

I actually appreciate food far more now, because I am no longer worried that I have to consume “enough” food. A small amount is just as satisfying. A large amount makes me ill, and you only make that mistake once.

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

#240

Earlier quoted context omitted.

40% of Americans are obese and way more are merely overweight. Either your office is small, a huge fluke, weirdly selected or you're not observant enough.

6th option: They are overweight, but do not know, so they don't recognize what overweight looks like. But also, it's pretty easy to not look overweight if you're not obese. 30 pounds can be as little as a few waist sizes. I can gain and lose 15 pounds without looking like I changed at all.

When you're like 5kg overweight it can definitely hide well, especially if your body shape is proportional.
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