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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
12
1
January 2026
Consumer health apps are dead
Long live the agents
Jan 11
•
Ashwin Sharma, MD
28
3
December 2025
The 5 most important ideas for 2026
Seismic shifts are underway in the GLP-1 market
Dec 29, 2025
•
Ashwin Sharma, MD
26
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
18
2
Trump's announcement shifts competition in the GLP-1 market
Who will benefit, and who won’t?
Nov 11, 2025
•
Ashwin Sharma, MD
18
1
3
Why Can't Anyone Stop Compounded GLP-1s?
Because federal, legal, and private forces won't allow it
Nov 2, 2025
•
Ashwin Sharma, MD
25
3
6
September 2025
What Comes After the GLP-1 Hype?
It's messy, unglamorous stuff involving patients and insurers and crystal balls for pharma
Sep 28, 2025
•
Ashwin Sharma, MD
20
5
3
When GLP-1s become brain drugs
Doors are opening for Alzheimer's patients, for Novo, and for... Regeneron?
Sep 14, 2025
•
Ashwin Sharma, MD
30
3
3
Why Novo Nordisk and Eli Lilly Won't Compete on Price
But they will compete on market access and launch success
Sep 1, 2025
•
Ashwin Sharma, MD
21
5
7
August 2025
The $100 Billion Overreaction
how do oral GLP-1s expand the market?
Aug 24, 2025
•
Ashwin Sharma, MD
17
4
Why Britain’s GLP-1 Patients Are Paying for America’s Drug Politics
1.5 million become collateral damage
Aug 17, 2025
•
Ashwin Sharma, MD
12
3
1
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