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GLP-1 Digest

Ashwin Sharma, MD

The GLP-1 newsletter for founders, operators and investors.

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Substack
PricingFreemiumPublishesWeekly
Issues37Foundeda year agoLast Issue10 days ago
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Latest Issues

🎧 Can Peptides Become a Real DTC Business? Ep.6 with Tim Gutwald

Before they become a real revenue stream, founders need to solve three unsexy problems

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10 days ago
2
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🎧 GLP-1s Are Coming for the Snack Aisle, Ep. 5 with Henry Dimbleby


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  • Listen on Spotify

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There are fundamental headwinds coming for the US and UK food and beverage industries. Because of GLP-1s, there will soon be ~3 trillio...

24 days ago
5

What happens when GLP-1s go off-patent?

Midjourney/GLP-1 Digest Illustration

In this issue, I’m experimenting with a new format: five graphs that have caught my eye over the past fortnight. I’ve been thinking about how this data feeds into the bigger narratives playing out in GL...

a month ago
20
3

🎧 Can GLP-1s Save the NHS? Ep. 4 with Lord James Bethell

After recording six episodes, I have a much clearer picture of what I want this podcast to be. These conversations I’m having with world health experts contain so much rich, multi-layered context, and the purpose of the pod is to make that...

a month ago
10

India is not the opportunity you think it is

Midjourney/GLP-1 Digest Illustration

For the past two years, I’ve been visiting South India regularly, and I’d heard from many people that you can buy Ozempic over the counter without a prescription. So, on my last visit, I wanted to find...

2 months ago
10
2

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  • Ashwin Sharma, MD

    MD/ VC fellow. Writing what comes next in the GLP-1 space for founders, operators and investors.

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