Thoughts

Signals – quick single insights or data points
Notes – medium-length reflections
Longer in-depth essays

Joel Selanikio Joel Selanikio

Ozempic Is Already Kind of OTC. Let's Make It Official.

Forty-five of 49 telehealth sites prescribed a GLP-1 to a fake patient based on a web form and an upper-body photo. The prescription requirement doesn’t exist in practice. Given a benign 20-year safety record and a new FDA pathway for OTC drugs that need screening, it may be time to stop pretending otherwise.

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Joel Selanikio Joel Selanikio

The Ring is the New Front Door

The front door to healthcare is a funnel: it directs patients to higher-level care, where the money is. Oura and Whoop are rebuilding that front door on a consumer subscription — and the demand it absorbs never shows up in the claims data.

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Joel Selanikio Joel Selanikio

The $50B Measurement Blind Spot in Healthcare Strategy

I speak with at least 100 healthcare leaders each year. They track everything — length of stay, readmissions, OR utilization, revenue cycle velocity. The one thing they're not tracking at all? The demand leaving the system entirely. And a Harvard finding that should have set off alarms six years ago has gone almost completely unnoticed.

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