Omar
@dromar.eth
An unintended consequence of the current longevity trend is that it is cementing new healthcare rails. GLP-1s crossed the chasm of getting meds through a DTC clinic asynchronously that completely bypassed insurance and their PCP. Now those same clinics are building ecosystems on those rails. And it’s here to stay.
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keccers
@keccers.eth
Curious what you think of these combo meds https://farcaster.xyz/walthickey/0xb253ec3c
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Omar
@dromar.eth
The marketing spend is insane and something that likely goes up as they try to go into more markets. But my guess is their budgets will also tighten now that GLP-1s aren’t as affordable so they will give concessions to customers (offering discounts on other meds etc). Regarding the Frankenstein pills, it’s a bit tricky. Combo pills are heavily used in most parts of the world outside of the US. My grand mother in India is on 7 meds but only takes 2 pills. I think one reason is the promninence of compounding there (sometimes done on order at the pharmacy itself) and also cost. And mostly they are the same class of med (hypertension meds in one pill, diabetes as another). And it has the benefit of improving compliance which many studies have shown. But w/ HIMS/Ro does seem more a way to 1. Make it proprietary for retention 2. Assign attractive names for marketing/branding, and 2.create perception of personalization 3. add in finasteride (cheaper) quietly w/o mentioning its impact on other aspects
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