Archive - GLP-1 Digest

Why Novo Nordisk is Out of Options (Except One)

patents become weapons

Aug 5 •

Ashwin Sharma, MD

July 2025

Are GLP-1s About to Kill the Alcohol Industry?

Change is definitely coming, but not in the way you think

Jul 13 •

Ashwin Sharma, MD

GLP-1s Are Quietly Killing Your Cravings (and Maybe Your Bad Habits Too)

New brain-imaging studies reveal these meds may silence the impulse engine driving addiction, compulsive behaviours, and billion-dollar snack aisles

Jul 6 •

Ashwin Sharma, MD

June 2025

Hims Has No Way Out of Their $725 Million Hole

Compounding's banned. No branded alternatives. Patent reality bites.

Jun 29 •

Ashwin Sharma, MD

How GLP-1s Are Breaking Life Insurance

Patients look healthy on paper. Two years later, they're high-risk again.

Jun 22 •

Ashwin Sharma, MD

Why Novo Nordisk Won't Beat Eli Lilly

Dividends over R&D is not a good strategy

Jun 15 •

Ashwin Sharma, MD

How a Tiny British Startup Became Silicon Valley's Hottest Acquisition

Tiny British startup? Hottest? How?

Jun 8 •

Ashwin Sharma, MD

What Do GLP-1 Patients Actually Want?

Losing weight is just the beginning

Jun 1 •

Ashwin Sharma, MD

May 2025

Are You Ready for the On-Off Reality of GLP-1s?

Patients will pause, rebound, and return

May 25 •

Ashwin Sharma, MD

Stop Calling GLP-1s a Trend

83 % refills, $2.2 B pill deals, Saudi production lines. The fad died; the utility was born.

May 18 •

Ashwin Sharma, MD

Hims is Quietly Building a Consumer Health Empire

What their Q1 earnings call reveals about the future of D2C healthcare

May 11 •

Ashwin Sharma, MD

Who Wins (and Loses) in Pharma’s Latest GLP-1 Power Play?

Novo's surprising partnerships, disruptive NHS whispers, and a fresh shift in employer economics could redefine the D2C landscape.

May 4 •

Ashwin Sharma, MD

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