GLP-1 Digest

🎧 GLP-1s Are Coming for the Snack Aisle, Ep. 5 with Henry Dimbleby

On shrinking food volumes, and why consumers want more value per bite

May 3 • Ashwin Sharma, MD

5

2

53:37

April 2026

What happens when GLP-1s go off-patent?

Five charts that’ve caught my eye

Apr 26 • Ashwin Sharma, MD

18

3

5

🎧 Can GLP-1s Save the NHS? Ep. 4 with Lord James Bethell

Healthspan is decreasing in the UK, and the private market could help turn things around

Apr 12 • Ashwin Sharma, MD

8

2

41:12

March 2026

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

10

2

2

🎧 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

11

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

7

1

1:09:46

February 2026

🎧 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

January 2026

Consumer health apps are dead

Long live the agents

Jan 11 • Ashwin Sharma, MD

34

4

December 2025

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

November 2025

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

19

2