In this episode, Nick and Geoff discuss the rapid adoption of GLP-1 drugs; recent FDA crackdowns on compound pharmacies; and the implications for employers, consumers, and the healthcare industry. They explore market dynamics, regulatory challenges, and the potential economic impact of GLP-1s.

Takeaways:

• 1 in 5 employers cover GLP-1s for weight loss, 12% of US adults report currently using the medication
• FDA crackdown on compound pharmacies and active ingredients will affect GLP-1 supply, as compound versions surged amid shortages
• Market demand is strong, and employers will continue to face decisions on eligibility for coverage as supply tightens
• Broader economic impact of GLP-1s is only beginning to unfold, with early ripple effects already appearing in industries like airlines and food as consumer behavior and health trends shift