GLP-1 Digest

🎧 How Shotsy Grew to 350,000 Monthly Active GLP-1 Users, Ep. 9 with Aja Beckett

A conversation the founder of one the fastest-growing GLP-1 companion apps

Aug 2 • Ashwin Sharma, MD

5

1

July 2026

🎧 Can AI Stop GLP-1 Patients From Churning? Ep.8 with Dr. Paul Sacher

How DTC platforms are keeping customers without lowering prices

Jul 8 • Ashwin Sharma, MD

6

3

June 2026

🎧 Genetics Could Decide Who Wins the GLP-1 Market, Ep. 7 with 23andMe’s Dr. Adam Auton

Predicting weight loss and side effects before treatment begins

Jun 14 • Ashwin Sharma, MD

4

1

53:20

May 2026

🎧 Can Peptides Become a Real DTC Business? Ep.6 with Tim Gutwald

Before they become a real revenue stream, founders need to solve three unsexy problems

May 17 • Ashwin Sharma, MD

3

2

58:47

🎧 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

21

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

10

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

12

3

2

1:19:22

🎧 What investors get wrong about Hims & Hers, Ep. 2 with Paul Cerro

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