I am in the medical field and prescribe a crap ton of Ozempic, Wegovy, Saxenda, Mounjaro, etc and these therapies are incredible for the diabetes population and also for weight loss.
Yes you missed the gravy train with LLY and NVO. On a side note LLY has the upper hand with Mounjaro AND LLY has new triple combo gut boosters in the pipelines. Anyways that is a topic for another day.
WW bought Sequence who can prescribe these GLP-1 therapies. This is pretty big IMO. I was hoping to get your thoughts on WW.
I get also a lot of consults for obesity, and time and time again, patients report that for a high intensity intervention, the FIRST thing people say is WW. As Buffett would say, a MOAT is pretty important. So now we have WW, which can be successful, good brand recognition, and NOW the GLP-1 prescription possibility is massive. Patients would love to get access to these. I have patients calling in daily for samples. A telehealth company + WW to help with lifestyle IMO is massive.
I plan to buy HEAVY into WW soon on next paycheck. Saxenda, which is based on victoza for DM should have patents expire soon, which may mean generic option, and it works very well. Rather than see a specialist or primary, these telehealth companies, with their lifestyle (still first line for weight loss) plus GLP-1 therapies, is going to be a good selling point IMO. I cannot think of another mainstream brand doing something this similar.
Thoughts?
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