Astral Codex Ten Podcast

The Ozempocalypse Is Nigh

5 snips
Mar 21, 2025
The podcast dives into the world of GLP-1 weight loss drugs, discussing their high costs and how a recent FDA ruling has ended a drug shortage. With prices skyrocketing, telehealth startups have offered affordable alternatives by sourcing medications in unconventional ways. It examines the potential fallout for millions who rely on these drugs as the market shifts. The conversation also touches on the risks of self-administered medications and the mixed bag of innovation and safety in the evolving pharmaceutical landscape.
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INSIGHT

GLP-1 Drugs for Weight Loss

  • Three GLP-1 drugs (semaglutide, tirzepatide, liraglutide) are approved for weight loss in the US.
  • Liraglutide is less effective, while semaglutide and tirzepatide are preferred but costly at $1,000/month.
INSIGHT

Compounding Pharmacy Loophole

  • A drug shortage allowed compounding pharmacies to sell cheaper GLP-1 drugs.
  • They obtained peptides from China, conducted minimal testing, and sold them online for about $200/month.
ANECDOTE

HIMS Stock Fluctuation

  • HIMS stock rose when the FDA declared the drug shortage over, then dropped significantly.
  • The stock's fluctuation reflects the market's reaction to the FDA's decision.
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