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1:09:43
🎧 The GLP-1 business model problem, Ep. 1 with Prof. Alex Miras
Why the drug does the heavy lifting, price trumps everything, and muscle loss might not be what we think
Feb 15 • Ashwin Sharma, MD
GLP-1s go to the Super Bowl
Ro bets big, Novo's oral Wegovy finally arrives, and Hims crosses a line with the FDA
Feb 8 • Ashwin Sharma, MD
Consumer health apps are dead
Long live the agents
Jan 11 • Ashwin Sharma, MD
The 5 most important ideas for 2026
Seismic shifts are underway in the GLP-1 market
Dec 29, 2025 • Ashwin Sharma, MD
Is Your Telehealth Platform Scaring Patients Away?
Design is the overlooked moat in digital health
Dec 16, 2025 • Ashwin Sharma, MD
When Science Fails, and Startups Fly
Novo has cause to be disheartened, while Function Health and GLP-1 consumers in India do not
Nov 25, 2025 • Ashwin Sharma, MD
Trump's announcement shifts competition in the GLP-1 market
Who will benefit, and who won’t?
Nov 11, 2025 • Ashwin Sharma, MD
Why Can't Anyone Stop Compounded GLP-1s?
Because federal, legal, and private forces won't allow it
Nov 2, 2025 • Ashwin Sharma, MD
GLP-1 Digest
GLP-1 Digest
The GLP-1 newsletter for founders, operators and investors.
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