Thoughts
Signals – quick single insights or data points
Notes – medium-length reflections
Longer in-depth essays
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.
Bad Timing: Will GLP-1s Bankrupt Health Insurance Before They Save It?
Blue Cross Blue Shield of Massachusetts just posted a $400 million loss—the worst in their history. The culprit? GLP-1 medications that could eventually save insurers billions. The costs hit today, the savings arrive years later, and health systems are caught in the middle.
The First Healthcare Demand Shock of the 21st Century
GLP-1 medications may do far more than treat diabetes or reduce weight. If they substantially cut obesity and metabolic disease, they could trigger the first large-scale decline in healthcare demand seen in the modern era. This piece explores how earlier demand shocks reshaped medicine, why GLP-1s pose a similar challenge for chronic-disease–based service lines, and what hospitals must do now to prepare for a world with fewer cardiometabolic patients.