Live data from Hacker News

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

curingaddiction.substack.com

91–100 of 214 posts

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

#91
post #62
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...

Can't wait for 2034 Goldman Sachs report: "Can we sell cocaine to toddlers?", "Can we re-lead the water? People are too smart anyway"

It wouldn’t be the first time!

https://www.bbc.co.uk/bbcthree/article/966b1bdd-69ff-4de0-9c...

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

#92

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…

Money to be made. Competitors will enter the market. Oral options will be come eventually. Prices will drop. Don’t distort the natural market with price controls. You’ll get less product options and higher costs. With all the obesity, this is going to be a gravy train.

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

#93

Earlier quoted context omitted.

> absurd to me the world has come to the point that we need these drugs in the first place GLP-1 looks increasingly like a miracle drug. We see problems of addiction and obesity skyrocketing across the developing world. It’s not cost free, but it’s a hell of a lot better than the majority of America, China and India becoming potatoes. When vitamins were discovered, there was similar moralising about there being no fr…

Reversing type 2 diabetes naturally is not scientifically unfounded at all. Look online in the right places and there is tons of people that have been able to stop taking all their insulin and metformin etc by fasting, compressing feeding windows, cutting out all carbs. Even the ADA had to finally acknowledge this is possible in a statement back in 2021: https://diabetes.org/newsroom/international-experts-outline-...…

> Reversing type 2 diabetes naturally is not scientifically unfounded at al

It’s absolutely possible. It’s unfounded that it even medically works for 99% of people, and that is while ignoring the obvious compliance problem.

> stay in a ketogenic metabolic status

Want to point out the naturalistic fallacy in assuming putting your body into an extreme condition for the long term is less harmful than a drug. (I say this as someone who intermittently fasts.)

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

#94

Many years ago as a teen I worked seasonally at a big blue/yellow electronics store that sells TVs, computers, appliances....and candy at the register. Curious, I asked my manager about it. "Oh yeah, someone comes in here to buy a $10 HDMI cable, and impulse buys a $2 candy bar at checkout. Instant 20% more sales. Gas stations, pharmacies, they all do it."

It ought to be illegal. Ideally I could choose to shop somewhere that didn’t do that, but like your boss said, they all do it. It makes shopping with small children hellish.

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

#95
post #69
post #14

Earlier quoted context omitted.

For many (most?) drugs, the actual cost to produce the drug is usually far less than the selling price as it is an enforced monopoly. Given that monopoly, price restrictions don't actually restrict supply as the single supplier will still try to sell as much as they can to make as much as they can.

It probably wouldn’t have much of an impact on the sales or marketing of this product, but it’d definitely have significant impacts on drug manufacturers’ future plans (by reducing expected ROI & discouraging the development of ‘marginal drugs’).

Would it? Drug manufacturers don't really do as much 'R&D' as we assume, they buy biotech companies that have already discovered drugs. Also, why would a company stop wanting to make money? 'We are only going to make $5billion instead of $15 billion, let's not bother with that one.'

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

#96

Earlier quoted context omitted.

You can buy pharmacy compounded semaglutide through online portals, e.g. Ro It's $450/month out of pocket (no insurance coverage) Therefor, there will actually be price competition and we should see pretty cheap prices in the coming years. I'm not sure exactly why pharmacies are free to compound it independently. I guess whatever patents exist on Ozempic/Wegovy etc aren't sufficient to squash competition. The $1000/m…

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!

Relevant supporting FDA article: https://www.fda.gov/drugs/human-drug-compounding/compounding...

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

#97
post #73

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…

I’m reminded of the bit in 1984 where they’re trying to remove the pleasure from orgasms. I don’t entirely disagree that this would be good to make accessible but removing the joy from eating is so bleak

It doesn't remove the joy, just the need. The first thing I noticed after starting is I wasn't hungry all the time. That constant sense of hunger made me eat when I didn't need to. Now I can eat a nice meal, but much of the time I don't feel a need to eat, so I don't.

Edit just to add that in 10 months I've lost 40lbs and halved my insulin usage. That insulin is the pricy synthetic stuff (Tresiba and Novolog), so the cost of the mounjaro is probably close to paid for by that decrease.

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

#99

Earlier quoted context omitted.

You cant take these drugs forever afaik. Do they have permanent effects? It's just absurd to me the world has come to the point that we need these drugs in the first place but it makes total sense when you look at America for example. Awash in hyperpalatable processed "food" and corrupt food guidelines, a medical industry that "manages" chronic metabolic preventable disease but never cures it when probably 99% of cas…

> absurd to me the world has come to the point that we need these drugs in the first place GLP-1 looks increasingly like a miracle drug. We see problems of addiction and obesity skyrocketing across the developing world. It’s not cost free, but it’s a hell of a lot better than the majority of America, China and India becoming potatoes. When vitamins were discovered, there was similar moralising about there being no fr…

Here's some more reading about reversing type 2 diabetes naturally. The current paradigm that one requires chronic disease management for the rest of their life is entirely false.

https://www.ncbi.nlm.nih.gov/pmc/articles/PMC7400171/#:~:tex.... "Although treating type 2 diabetes complications is of utmost importance to protect organ damage, it is now increasingly recognized that even the more ambitious goal of diabetes remission may be possible [6]. Thus, while there is little doubt that healthy lifestyle habits are the cornerstone of prevention of type 2 diabetes, they could also be used as an effective treatment to even potentially reverse type 2 diabetes. In this regard, the interesting narrative review published by Hallberg SJ and colleagues [7] has summarized the evidence that type 2 diabetes reversal is possible with the use of three different approaches: bariatric surgery, low-calorie diets and carbohydrate restriction."

https://www.ncbi.nlm.nih.gov/pmc/articles/PMC10716578/ "Unlocking the Potential of Type 2 Diabetes Mellitus Remission"

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

#100
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...

It has always been what I have observed (used to be a buy side analyst covering pharma among other things in a previous career) but good to see a big bank say so openly.

My favourite example is ulcer drugs. Big pharma has found many drugs to control it, lifelong, but a critical cure for many cases was found by doctors with limited funding https://duckduckgo.com/l/?uddg=https%3A%2F%2Fwww.nobelprize....

Post reply on HN