Trial. So people start to spontaneously lose weight and then later we're finding all these slew of other benefits that no one would have predicted. No pharma company would have bet on this. We're only at the beginning of what what's been called this ompic era. I think we're we're really just at the beginning of discovering the benefits and the harms of these drugs. >> Okay. So you have the recognition which is just something people begin observing that diabetics on these drugs begin to lose weight and they don't feel hungry and as researchers begin testing you know the first generation of this ompic what we now in that context calli how big is the effect size what do we actually know about what wgoi does for weight loss there's another one which is slightly more advanced it has more mechanisms of action to his epatide which is also goes by zbound. How much weight do people lose on these? >> So it depends on the drug but we're talking like 15%. It's the first time we have a drug that really rivals the more effective types of beriatric surgery. The key point there is that it's turning down appetite. So it's not ramping up metabolism or energy burn. GLP1 is a hormone. And the idea was that this is a gut hormone. um or that that's the the thing that a lot of people focused on and we're just and it it's released after eating and it helps people signal satiety. It helps them feel full and know that they've eaten and we're just giving a really souped up version of this um this gut hormone
The 800s 900 calories per Okay. So, you would be imagine how much restriction you have to undergo to really lose weight. And I don't know how common that is. I don't know. I I wouldn't be able to tell you that is happening in one out of every thousand people. I don't know. But we know that that's a reality for some. And also, we see that with some people who are on GLP1s. We have these amazing responders and we have people that barely respond, especially especially people with type two diabetes and we have no idea what that is. So whenever you compare a GLP study in terms of weight loss, you'll see that pure obesity without diabetes averages 16 to 22% between semiglutide and intercepatite. But when you choose people with obesity and type 2 diabetes, that percentage drops from 10 to 16%. Why that is, nobody knows. I want to to dive into how these medications work and how they're helping people in this environment that we find ourselves in, which you describe as a a mismatch between our biology and genetics and the environment that we live in today. But just to canvas or frame this conversation, when we say GLP1 medications, what are we actually talking about? So we're talking about a class of drugs that mimic existing
>> A lot of people are going to be micro doing it >> a lot of people are finding that micro doses can have similar effects and that's an important kind of cost risk analysis okay So stepping back, peptides are made in your body. They at high concentrations made synthetically they may provide benefits that are make them medicines. So we can think of the weight loss peptides. The GLPs being the most prominent example. The GLP drugs that increased levels of GLP 100fold were used to treat diabetes for a while still are, but they didn't induce much weight loss. the ones that raise GLOP levels thousandfold or more, those lead to robust weight loss, including muscle loss. And so that's part of the controversy. Also, there's discussion about maybe increasing some apathy. They reduce craving for alcohol and perhaps cravings more generally at the recommended dosages. In some people, they can create nausea, which is why some people are taking less of them and still getting the weight loss benefits, but less nausea. There's a lot of stuff going on there. to stay on the GLPs and weight loss peptides. Specifically, Lily developed reatride which hits the GLP GIP and glucagon system leads to the most robust weight loss seems to spare some muscle. Perhaps people should always resistance train anyway to offset that. But it's the most effective of those weight loss, let's just call it GLPS, even though it hits these other systems. The gray market is the quote unquote for research purposes only stuff that you can buy online. It's perfectly legal to
Inhibitors, those do you know the numbers of people that are on those now? It's kooki. It's like more than 10 million in this country. How what's the number of people that are on uh >> GLP1s? >> And is that also called >> Ompic? That's right. >> Yeah. W Go Vic. There's a bunch of different names for them. They're basically it's a GLP1. It's a peptide. >> And I I mean there's good press about it, there's bad press about it. I It's like >> you know the person I saw this morning like she's like I lost 60 pounds. like I was going to like it was you know she's like even if there's side effects like I I was going to get diabetes like it was bad you know like% obesity was our big problem so you know >> it's like almost everything there's like goods and bads stuff >> I took Accutane when I was I think 14 or 15 and they're like oh well side effect is you're suicidal I'm like when you're 15 and you have acne you're suicidal like I'll take whatever the side effects are >> yo this is nuts >> okay no full year uh total exact full year total uh publicly available from major sources as data through September shows rapid growth but lacks a December closeout. >> True Veta data reports 12,23,09 GLP1 prescriptions from January 2018 to September 2025. >> Wow. >> 12 million prescriptions is a lot. But I got to think that's way more today cuz in 2018 you're not getting a lot of people. Like I would like to see like a
Almost don't even want to make insulin pens anymore. They're like moving away from it. >> And you're getting >> But you also say that you want to become the insulin company in the world, right? >> Yeah. >> Why? Why do you want to keep doing that and not do GLP? >> No, no, we are doing GLP1s as well, but GLP1s is going to be like a commoditized product because so many people are jumping onto that bandwagon. All the generic companies are doing it. Who's going to make insulin? And insulin is a lifesaving therapy for type 1 diabetics and many late stage type 2 diabetics. You need insulin. Can't do without insulin. So who's going to make it? So I think it's important that companies like ours um take on that responsibility for the world. But do you think GLP-1 is that next magic drug of the world which is like truly one of the best inventions? >> You know the jury is out there because we don't know the long-term side effects of this drug. It's a great drug. Um I think for diabetics it's certainly a very important drug and for very obese people it is certainly a very good drug but it's being used as a vanity drug and I don't think it should because you know long-term use of a drug which is not really required by you I don't think you should really do it because you know it changes your whole metabolism
>> But also people are so much more health conscious now and beer realistically, if you were going to get messed up is the only thing that you could get messed up doing that has a really large amount of calories associated with it. That If you want to get drunk >> Does that have a lot of calories? >> like a thousand plus calories realistically, whereas like every other drug that you can think of is zero calorie or it might have the opposite effect. It's going to make you really not eat for long periods of time. >> The health movement's kind of growing right now. Are you Are you on like a health kick or >> I'm always uh you know, on the spectrum. It's like I I work out every day, but then when it comes to eating, you know, it's just I'm not like as strict as I should be. I'm really tempted by these GLP-1s, man. I was thinking about getting on one, but >> What is that? >> That's like Ozempic or whatever that just >> Oh, damn. >> It kind of just takes away your hunger. >> Dude, you do not need Ozempic. You look great. >> Oh, but I know so many people are on it and they love it. >> Oh, that's my biggest pet peeve with the Ozempic. I'm just like, "Oh my gosh, go work out." Like that I I'm going to some That's going to get clipped and people are going to get so upset. I do not care. If If you Actually, I love Ozempic for people that actually have legitimate health needs that like can't get up, that can't get work out that can't work out. You need Ozempic. Great. But a lot of people that I know that are taking Ozempic do not need it, are pumping it in their body, and then they're just addicted to the look. So, they're like anorexic and super skinny. And then I'm like, "Okay, is it really healthy for you or is it not healthy?" It's like, "Just go to the gym." >> Yeah, but I mean, go to the gym has like always been kind of the easy prescription for people, but I feel
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