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India is not the opportunity you think it is
Why DTC telehealth won't work in India's GLP-1 market
Mar 26
•
Ashwin Sharma, MD
9
2
2
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Discussions
🎧 Should GLP-1s be sold over the counter? Ep 3, with Dr. Beverly Tchang, MD
On the maintenance trap, microdosing for prevention, and frictionless access
Mar 8
•
Ashwin Sharma, MD
9
3
2
1:19:22
🎧 What investors get wrong about Hims & Hers, Ep. 2 with Paul Cerro
Listen now | The definitive Q4 2025 earnings breakdown
Mar 1
•
Ashwin Sharma, MD
6
1
1:09:46
🎧 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
9
1
2
1:09:43
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
13
1
Consumer health apps are dead
Long live the agents
Jan 11
•
Ashwin Sharma, MD
32
3
The 5 most important ideas for 2026
Seismic shifts are underway in the GLP-1 market
Dec 29, 2025
•
Ashwin Sharma, MD
27
3
Is Your Telehealth Platform Scaring Patients Away?
Design is the overlooked moat in digital health
Dec 16, 2025
•
Ashwin Sharma, MD
5
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