Independent thinking for complex markets and current events
Hims stock price growth 25% since the peptide meeting day is set KEY POINTS Investors are starting to focus on what will replace compounded GLP-1 as a growth driver for telehealth companies like Hims & Hers Health. Peptides are gaining attention as a potential new growth vector, despite clinical evidence for efficacy being limited. The …
GLP-1 weight-loss drugs are now the center of a federal crackdown. The FDA has begun seizing counterfeit semaglutide and tirzepatide products from the U.S. supply chain. Some vials contained bacterial contamination. Others were mislabeled or chemically altered. The agency confirmed more than 500 adverse event reports tied to compounded versions. Poison control centers logged nearly …
A new study just flipped the script on diabetes treatment. Researchers tracked 174,458 patients with type 2 diabetes and found that GLP-1 receptor agonists cut dementia risk more effectively than metformin. The data spans 20 years. The results aren’t subtle. The study pulled anonymized health records from the Trinetx global network. Each drug cohort had …