Thoughts

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

Joel Selanikio Joel Selanikio

Notes: GLP-1s Cut Bariatric Surgery 34%

GLP-1 use rose more than 140% from 2022 to 2024 while bariatric surgery volumes fell 34.1%, per new JAMA Surgery article. Classic Demand Elimination — and more than 90% of eligible patients still received neither treatment.

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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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