@Ashwinreads Avatar @Ashwinreads Ashwin Sharma

Ashwin Sharma posts on X about $nvo, $hims, $lly, in the the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

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Social Influence

Social category influence stocks 30% finance 13% technology brands 10% countries 4% currencies 2%

Social topic influence $nvo #27, $hims #85, $lly #19, in the 11%, health 6%, eli lilly #29, business 5%, claude code 4%, india 4%, if you 3%

Top accounts mentioned or mentioned by @every @paulcerro @jcannush @researchpulse1 @thesandeepnair @a_may_md @usemonologue @cremieuxrecueil @ro @steipetes @openclaw @kieranklaassen @jeremylshane @mkesome @ejamesc @justinskycak @zreitanos @wearehims @openais @danshipper

Top assets mentioned Novo-Nordisk (NVO) Hims & Hers Health, Inc. (HIMS) Eli Lilly and Company (LLY) Alphabet Inc Class A (GOOGL) Morgan Stanley (MS) Laboratory Corp. of America Holdings (LH) Quest Diagnostics Inc (DGX)

Top Social Posts

Top posts by engagements in the last [--] hours

"if you do a lot of original research I'd highly recommend using Claude Code with Obsidian. i've been linking different ideas from reports using voice mode and it's been super useful. my workflow: I use a markdown folder populate it with source material then enter stream-of-consciousness with @usemonologue basically asking "what's the idea I'm saying here" and letting claude help me pull threads together. right now im using this with @ejames_c brilliant common cog curriculum to boost my business fundamentals. i then have an active recall section using @justinskycak approach to learning and"
X Link 2026-01-26T20:02Z 11.8K followers, 78.7K engagements

"i've never been someone that tracks every detail of my life because there used to be way too much friction and i also couldn't be bothered. but i knew the pay off would be very high especially if you can log your moods record experiments in your meditation and how your training is going on. and then when you can begin to quantify that data you have something really really powerful. i've been using @usemonologue + obsidian + cc and i actually look forward to dictating how my day went and what i can improve on because this provides me with INTENTION for the next day. it's pretty cool"
X Link 2026-02-01T15:19Z 11.7K followers, 25.7K engagements

"5 months ago I predicted that if $NVO don't act on compounded formulations they'll see their entire pipeline being eroded by telehealth companies who'll sell the compounded drug at much cheaper prices. $HIMS launching it's oral version of sema once again shows my thesis has been proved right. https://www.glp1digest.com/p/why-novo-nordisk-is-out-of-options https://www.glp1digest.com/p/why-novo-nordisk-is-out-of-options"
X Link 2026-02-05T14:16Z 11.8K followers, [----] engagements

"@cremieuxrecueil this is a bad take. it doesnt have the SNAC which allows sema to be absorbed through the stomach lining. people are going to cough up hard earned money on placebos and crap that wont work"
X Link 2026-02-05T16:19Z 11.8K followers, [----] engagements

"as a doctor you learn pretty quickly that the foundational currency in healthcare is trust. it's the reason you swallow a pill and also the reason you let someone cut you open. $hims is now selling you a treatment that cannot work and in the same breath wants to sell you a cancer screening test. do you understand how perverse that is https://twitter.com/i/web/status/2019473156529091071 https://twitter.com/i/web/status/2019473156529091071"
X Link 2026-02-05T18:08Z 11.8K followers, 16.5K engagements

"About [--] months ago I wrote why $NVO MUST pursue patent infringement to prevent their entire pipeline from being stolen. I predicted it would need to happen soon and I'm happy that senior management grew a spine and have taken action $HIMS. https://www.glp1digest.com/p/why-novo-nordisk-is-out-of-options https://www.glp1digest.com/p/why-novo-nordisk-is-out-of-options"
X Link 2026-02-09T12:37Z 11.7K followers, [----] engagements

"$NVO are now pursuing patent infringement against $Hims and for the past [--] months I've been beating this drum by saying this was the obvious and necessary trajectory of where Novo's management needed to take things. No doubt $LLY's oforglipron which is a small molecule and potentially easier to make (with no SNAC needed) would've also been threatened upon release in Q3 of this year. I write some more thoughts on what happens to the $hims empire. ++ @ZReitano's fantastic essay on the economics of a superbowl and I estimate @ro CAC and marketing efficiency gains ++ Oral Wegovy's ascension in"
X Link 2026-02-09T19:56Z 11.8K followers, [----] engagements

"is this the start of direct to consumer telehealth ads on GPT and how would it work for prescription meds lets say if im talking about weight loss and i get a recc for a GLP-1 what provider am I directed to first and what influences that decision if i was in a d2c marketing team i would be AI GEOing everything right now. Were starting to roll out a test for ads in ChatGPT today to a subset of free and Go users in the U.S. Ads do not influence ChatGPTs answers. Ads are labeled as sponsored and visually separate from the response. Our goal is to give everyone access to ChatGPT for free with"
X Link 2026-02-09T23:43Z 11.8K followers, [----] engagements

"@JCanNuSH @ResearchPulse1 what really stood out to me was the dereliction of responsibility and putting liability on the providers i.e if the providers prescribe a oral sema without snac then that's on them - that's how this convo seemed. what are md's and nurses doing here is it really worth it"
X Link 2026-02-12T21:50Z 11.8K followers, [--] engagements

"what started out as a side project over christmas has snowballed to nearly [---] people using the site everyday. that might not sound like much at all but in six weeks i think it's pretty cool to have global PR teams marketing teams researchers and investors aggregating to find out what's happening with glp-1 research before it hits the mainstream news. one of the most interesting challenges rn is figuring out who the hell my icp is as im getting requests for extra features which i frankly don't have the time to build. a key mistake i made was not charging straight away - that makes the"
X Link 2026-02-09T21:52Z 11.8K followers, [---] engagements

"I went through all of the evidence that strive pharmacy cites for the new "liposomal delivery technology" for $HIMS's oral compounded semaglutide. you can make up your own mind on whether or not this thing works and whether $NVO did the right thing"
X Link 2026-02-09T22:17Z 11.8K followers, 35.5K engagements

"RT @cremieuxrecueil: Apparently there's no evidence whatsoever that the drug delivery method Hims was going to use actually works in humans"
X Link 2026-02-09T23:52Z 11.8K followers, [--] engagements

"an interesting question im thinking about rn is what happens to d2c players who've made most of their money from compounded glp-1s like remedy and mochi. my feeling is that with big regulatory overhangs from the FDA they probably start consolidating smaller platforms to diversify risk. one issue is that they've become so dependent on those fat gross margins that becoming a traditional retailer and selling branded drugs in this market becomes way less appealing. one solve here is that they just ride the wave and hope that enforcement takes years to land.but that's not really a safe bet. $HIMS"
X Link 2026-02-11T15:19Z 11.8K followers, [----] engagements

"once semaglutide goes off-patent in india you can expect price erosion landing somewhere between the region of 70-80% given how the market reacted to other diabetes drugs going generic. to put that into context a 70-80% price erosion unlocks 10% TAM for the indian market - which is about 19m people. $NVO $HIMS $LLY"
X Link 2026-02-11T16:29Z 11.8K followers, [---] engagements

"as soon as i started tinkering with @steipete's @openclaw exactly one month ago i knew the writing was on the wall for consumer health apps. there is no way someone is going to pay for an app when they have an agent that can extract the info via an api and fill in the deets. seriously i can't quite believe how much has changed in the one month since i wrote this essay but i think it's pretty bang on target to where we're heading. https://www.glp1digest.com/p/consumer-health-apps-are-dead https://www.glp1digest.com/p/consumer-health-apps-are-dead"
X Link 2026-02-11T21:45Z 11.8K followers, [---] engagements

"one thing i didn't expect with using a lot of voice dictation is that my writing start to feel off - like it feels weird to type on the computer and takes me a while to get back in the groove of manually hitting the keyboard. anyone else finding this"
X Link 2026-02-11T21:52Z 11.8K followers, [---] engagements

"using google and ahrefs i managed to estimate the audience demograhic breakdown for @wearehims & @ro. for both companies the male segment is still under-penetrated and i think the wegovy pill can work wonders here - data from ro suggests men are taking a liking to the tablet form"
X Link 2026-02-12T21:59Z 11.8K followers, [---] engagements

"https://www.glp1digest.com/subscribe https://www.glp1digest.com/subscribe"
X Link 2026-02-12T21:59Z 11.8K followers, [---] engagements

"nearly [--] months ago i compared oral sema vs orforglipron and it was quite clear through my analysis that a meaningful % of the population will achieve CONSIDERABLE weight loss $NVO $LLY $HIMS https://www.glp1digest.com/p/why-novo-nordisk-and-eli-lilly-wont "Nobody takes Rybelsus" 🤡 I wonder where did the [----] sales of DKK 22bn for Rybelsus come from then "Orals don't work" said by an actual MD. Misleading almost like she's running a grift shop. Oh wait she does All I have to add here is this: Mochi sells https://www.glp1digest.com/p/why-novo-nordisk-and-eli-lilly-wont "Nobody takes Rybelsus""
X Link 2026-02-13T16:14Z 11.8K followers, [----] engagements

"the x timeline can be pretty anxiety inducing rn. my suggestion is to be as intentional as possible with content consumption. This week's Context Window: @OpenAI's Codex-Spark at [----] tokens per second the engineers behind Atlas Claude Code in finance and a new column from the frontier. Vibe Check: @danshipper and @kieranklaassen test Codex-Spark. At [----] tokens per second vs. Opus 4.6's [--] This week's Context Window: @OpenAI's Codex-Spark at [----] tokens per second the engineers behind Atlas Claude Code in finance and a new column from the frontier. Vibe Check: @danshipper and @kieranklaassen"
X Link 2026-02-15T17:51Z 11.8K followers, [----] engagements

"making a podcast is hard because it's super time intensive and there are already a million of them. but I couldn't find one that does what I wanted which is inviting the actual experts in obesity medicine telehealth and insurance and talk to them the way an equity research analyst would which is basically how is the clinical data going to affect gross margins so I made one. i've got some pretty good guests lined up. if you care about GLP-1s D2C telehealth or how insurers are thinking about this space you're going to want to hear this. first episode drops tomorrow $HIMS $LLY $NVO"
X Link 2026-02-15T19:49Z 11.8K followers, [----] engagements

"RT @jeremylshane: Great perspectives from @Ashwinreads on the intersections between the business and science of #GLP1s. Worth a listen"
X Link 2026-02-16T15:10Z 11.8K followers, [--] engagements

"Prof. Alex Miras has spent [--] years running clinical trials on obesity pharmacotherapy @imperialcollege & @UlsterUni. He treats 1000's of patients on GLP-1s every week. I asked him the question everyone building in the GLP-1 space is debating: does wraparound care actually move the needle His answer was pretty direct: "In clinical trials the placebo group with full behavioral support loses 2.5% of body weight. The drug group loses 22.5%. The drug accounts for roughly [--] percentage points of that difference and therefore the wraparound care accounts for the rest." That doesn't mean support is"
X Link 2026-02-16T17:35Z 11.8K followers, [---] engagements

"Become a founding member and support my work: https://www.glp1digest.com/subscribe https://www.glp1digest.com/subscribe"
X Link 2026-02-16T17:35Z 11.8K followers, [---] engagements

"so much happening in short windows. will trump rx affect compounded glp-1s and what did the announcement really mean for the glp-1 market ill give some thoughts on sunday. @Ashwinreads LINK: https://t.co/RVhJMwplEH @Ashwinreads LINK: https://t.co/RVhJMwplEH"
X Link 2025-11-07T23:56Z 11.2K followers, [----] engagements

"about two months ago i predicted Oforgliprons net price to average somewhere between $150-300 in the cash-pay channel. after Trumps RX announcement my prediction was spot on and Im pretty chuffed I called it. $NVO $LLY $HIMS https://www.glp1digest.com/p/the-100-billion-overreaction https://www.glp1digest.com/p/the-100-billion-overreaction"
X Link 2025-11-08T20:52Z 11.2K followers, [---] engagements

"i'm being serious. writing for ai is the now highest leverage activity you can do"
X Link 2025-11-09T14:34Z 11.2K followers, [----] engagements

"@every is cooking https://every.to/context-window/a-good-start-for-claude-skills https://every.to/context-window/a-good-start-for-claude-skills"
X Link 2025-11-09T14:34Z 11.2K followers, [----] engagements

"the glp-1 market has changed completely since trumps announcement. i argue why: - eli lilly steals market share from novo in the medicare and medicaid channels - why the compounded tirzepatide market is going to be squeezed - why compounded sema is going to continue to thrive - commerical spillover in the insurance channels means more patchy coverage $NVO $LLY $HIMS https://www.glp1digest.com/p/who-won-trumps-glp-1-drug-deal https://www.glp1digest.com/p/who-won-trumps-glp-1-drug-deal"
X Link 2025-11-12T12:33Z 11.2K followers, [---] engagements

"the glp-1 market has changed completely since trumps announcement. i argue why: - eli lilly steals market share from novo in the medicare and medicaid channels - the compounded tirzepatide market is going to be squeezed - compounded sema is going to continue to thrive - commerical spillover in the insurance channels means more patchy coverage https://www.glp1digest.com/p/who-won-trumps-glp-1-drug-deal https://www.glp1digest.com/p/who-won-trumps-glp-1-drug-deal"
X Link 2025-11-12T23:52Z 11.2K followers, [---] engagements

"need a book recc of ocean exploration and adventures of being on open water/ exploring new lands. any help"
X Link 2025-11-15T14:53Z 11.2K followers, [---] engagements

"two months ago i argued that investors are underestimating $NVO's chances of success in slowing alzheimers disease with a glp-1. in a few weeks we'll have concrete answers. if proven to be successful whichi think it will not only will $NVO stocks surge but there'll be significant tailwinds for $REGEN. i explain why: $Hims $LLY https://www.glp1digest.com/p/when-glp-1s-become-brain-drugs https://www.glp1digest.com/p/when-glp-1s-become-brain-drugs"
X Link 2025-11-18T15:14Z 11.2K followers, [----] engagements

"two months ago i argued why investors are really underestimating the impact of the oral wegovy launch. it's going to be a blockbuster and $NVO are going all in on their d2c channels to make it so. $NVO $HIMS $LLY https://theglp1weeklydigest.substack.com/p/why-novo-nordisk-and-eli-lilly-wont https://theglp1weeklydigest.substack.com/p/why-novo-nordisk-and-eli-lilly-wont"
X Link 2025-11-19T17:06Z 11.2K followers, [----] engagements

"Thriva and Randox both in the UK are cautionary tales imo of blood testing as a service. Both going through financial pain because retention is zilch. You need to pair testing with i) glp-1s ii) personalised meds $HIMS $NVO $LLY NEW: Function Health raised a $298M Series B at a $2.5B valuation to expand its AI-driven health platform. The company has completed 50M+ lab tests is lowering membership to $365/year and is launching a Medical Intelligence Lab to unify labs imaging wearablesandrecords. https://t.co/WocjlpiKSi NEW: Function Health raised a $298M Series B at a $2.5B valuation to expand"
X Link 2025-11-20T18:18Z 11.2K followers, [----] engagements

"if everyone who took a glp-1 stayed on the drug long term it may reduce mortality by up to 6% which is absolutely nuts. this modelling was done by swiss-re one of the largest reinsurance companies in the world who have a vested interest in people living longer healthier lives"
X Link 2025-11-21T18:50Z 11.2K followers, [---] engagements

"source: https://www.swissre.com/dam/jcr:bd8433e0-a3f6-4f07-8fa9-8201934781c2/sr-future-of-metabolic-health-and-glp1-weight-loss-drugs.pdf https://www.swissre.com/dam/jcr:bd8433e0-a3f6-4f07-8fa9-8201934781c2/sr-future-of-metabolic-health-and-glp1-weight-loss-drugs.pdf"
X Link 2025-11-21T18:50Z 11.2K followers, [---] engagements

"the reason why eli lilly are the first non-tech trillion dollar company is because they spend significantly more on r&d than all the other big pharma companies - who seem to be too busy paying shareholder dividends"
X Link 2025-11-21T19:35Z 11.2K followers, [---] engagements

"the glp-1 pipeline is cookin'"
X Link 2025-11-21T19:39Z 11.2K followers, [---] engagements

"because they've acquired ezra i'm a bit more bullish on function but if it was just a stand-alone blood testing service i think id'd be way way overvalued. look at what happened to thriva and randox in the uk. retention on blood testing is rubbish without another layer of offering"
X Link 2025-11-21T19:55Z 11.2K followers, [---] engagements

"unsurprisingly very few people maintain their weight loss on the higher doses of GLP-1s. most prefer to hover around the lower doses to minimize side effects and cost"
X Link 2025-11-22T21:45Z 11.2K followers, [---] engagements

"nearly [--] million people will be eligible for GLP-1s as medicare coverage widens. this is excellent news"
X Link 2025-11-23T14:58Z 11.2K followers, [---] engagements

"one of my favourite things to do is to collect beautiful infographics showing the progress of glp-1s. the % weight loss of some of these phase [--] drugs wouldve left people dumbfounded [--] years ago. progress is wild"
X Link 2025-11-23T20:13Z 11.2K followers, [---] engagements

"alzheimer research is a particularly unforgiving beast and remains a graveyard of good ideas that fail to deliver. however $LLY's donanemab secured EMA approval for its monoclonal antibody that does slow alzheimer's progression #PRESS Evoke phase [--] trials did not demonstrate a statistically significant reduction in Alzheimer's disease progression. Learn more here: https://t.co/srajPt1psY https://t.co/gK6x96uPcQ #PRESS Evoke phase [--] trials did not demonstrate a statistically significant reduction in Alzheimer's disease progression. Learn more here: https://t.co/srajPt1psY"
X Link 2025-11-24T13:13Z 11.2K followers, [---] engagements

"Do analysts really expect the oral GLP-1 market to take 21% share next year With an oral tablet a ptx needs to make [---] decisions (everyday per year) vs injectables where it's only [--]. That decision fatigue will cause a lot of churn imo. $NVO $LLY"
X Link 2025-11-25T15:28Z 11.2K followers, [---] engagements

"@ResearchPulse1 Im not as bullish. Oforglipron likely to be launched in Jan [----] because of the national priority voucher speeding things up so novo wont have that much of a head-start in marketing"
X Link 2025-11-25T17:22Z 11.2K followers, [---] engagements

"Function Health raised at $2.5B. I got pushback on my COGS estimate being way too extreme and I think that's fair but my overall thesis still stands. Labs are a funnel not a business and favours D2C players like $HIMS/ @noom ++ New essay covers this plus: - Semaglutide loses patent protection in India and prices will drop by 80-90%. [---] million people will have access. But will they use e-pharmacies or just walk to the corner shop where you don't need a prescription - EVOKE failed and I ate a nice generous portion of humble pie. In my view REDEFINE [--] is now make-or-break for Novo"
X Link 2025-11-26T17:41Z 11.2K followers, [---] engagements

"Is the alcohol industry going to get decimated by GLP-1s Morgan Stanley seem to think so. Im not so sure. More on this on Sunday 👀"
X Link 2025-11-27T19:13Z 11.2K followers, [---] engagements

"India is an experiment in what happens when you give 150million+ access to GLP-1s at dirt cheap prices Whats interesting is that people living with obesity in India fall into the highest income brackets compared to the west where they fall into the lowest. Will that increase economic activity and productivity All things Im thinking about Generic drugmakers in India are rethinking their pricing plans after $NVO slashed Wegovy prices by 2037%. Companies preparing semaglutide generics were targeting 70008000/month now they may launch at [--------]. The pressure is rising as $LLY s Mounjaro has"
X Link 2025-11-27T20:12Z 11.2K followers, [---] engagements

"The best business models according to Morgan Stanley. Unsurprisingly producing and manufacturing one of the great break throughs of 21st century medicine puts you high on the list Im just surprised its not higher"
X Link 2025-12-01T13:47Z 11.2K followers, [---] engagements

"I mistakenly went down the cardiovascular prevention rabbit hole. Whats surprising to me is that absolute risk difference from high - low Lp(a) levels and CAD is only like 1.4%"
X Link 2025-12-03T18:42Z 11.2K followers, [---] engagements

"Phase [--] paper is out on Lillys eloralintide a selective amylin agonist. Weight loss of 20% and still going after [--] weeks with no signs of a weight loss plateau. Key question is will it break the 25% barrier with longer duration"
X Link 2025-12-06T20:29Z 11.2K followers, 10.3K engagements

"Retatrutide phase [--] trials are out for adults with obesity or overweight and knee osteoarthritis. Looks like $LLY have as expected cemented their lead as the best in class drug makers and Im not sure how other pharmas are going to compete with this treatment. Some thoughts: Incredible weight loss results. The fact that nearly [--] in [--] lost greater than 35% body weight is astonishing to me. Treatement discontinuation rates were relatively high on the highest dose (12mg) after adjusting for placebo but what really stood out was they had to stop some people from continuing the trials because of"
X Link 2025-12-11T12:39Z 11.2K followers, [----] engagements

"I think this is very excellent marketing by $NOOM given the 'new year new me' hype that'll have demand for this type of service bursting from the seams. More info: The program is designed for individuals with a BMI of [--] or higher representing the vast majority of US adults. In other words increase TAM with killer gross margins"
X Link 2025-12-15T15:07Z 11.1K followers, [----] engagements

"my reading list for next year is going to be so completely random and on topics ideas and subjects i know next to nothing about. one reason i want to do this is because it's probably the lowest hanging fruit type of way to exercise curiosity and openness"
X Link 2025-12-20T15:31Z 11.2K followers, [---] engagements

"for those who enter jhana semi-frequently what do you do after meditation go for a walk chill work"
X Link 2025-12-27T12:57Z 11.2K followers, [----] engagements

"@A_May_MD @ResearchPulse1 @jq1234t surprised by the number of bearish takes on orfo"
X Link 2025-12-28T20:27Z 11.2K followers, [--] engagements

"Cooking something special in the peptide/ longevity space. Give me a few weeks. Whos interested in understanding the latest research $HIMS $LLY $NVO"
X Link 2025-12-28T20:42Z 11.2K followers, [----] engagements

"yesterday i released my "5 most important ideas for 2026" and why I think they matter for the glp-1 and d2c telehealth markets"
X Link 2025-12-30T15:40Z 11.2K followers, [---] engagements

"$NVO $LLY #HIMS https://www.glp1digest.com/p/the-5-most-important-ideas-for-2026 https://www.glp1digest.com/p/the-5-most-important-ideas-for-2026"
X Link 2025-12-30T15:40Z 11.2K followers, [---] engagements

"people are really over estimating the success of oral Wegovy. a daily pill sounds great until you have to wake up take at least 4oz of water with the tablet on an empty stomach and then wait around for at least [--] minutes before you can eat and go about your day. theres a reason why rybelsus the oral semaglutide tablets licensed for diabetes has piss poor adherence. im more bullish on Oforglipron but people want weight loss in the region of 10-15% on average and the injectables are a far better bet in getting you there"
X Link 2025-12-30T22:08Z 11.3K followers, [----] engagements

"M&S is a relatively upscale foot outlet in the uk like whole foods is in the us. the fact they are tailoring food items for people on glp-1 means: [--]. glp-1 penetration means users are now a big enough distinct segment that mass retail is completely changing [--]. you are going to see a helluva lot of fibre and protein snacks https://twitter.com/i/web/status/2006171905477472646 https://twitter.com/i/web/status/2006171905477472646"
X Link 2025-12-31T01:13Z 11.2K followers, [----] engagements

"one sentence that kept digging away at me during my jhana retreat but I hadnt fully appreciated or comprehended until now is that goals are a way to self criticise until we achieve them. i think more helpful is asking yourself in what ways can i already embody the qualities I think the goal will finally grant me huge huge unlock. https://twitter.com/i/web/status/2006485878458499296 https://twitter.com/i/web/status/2006485878458499296"
X Link 2025-12-31T22:01Z 11.2K followers, 20K engagements

"@AskYatharth the problem is letting yourself feel "good enough" only once you've achieve said outcome. that feeling vanishes very quickly"
X Link 2026-01-02T12:26Z 11.2K followers, [--] engagements

"speaking to my terminal through whats app via claude code. its so over"
X Link 2026-01-05T11:53Z 11.2K followers, [---] engagements

"TRIUMPH-4 is validating my thesis that the global obesity market will segment into two: i) a consumer/aesthetics segment where weight loss efficacy and tolerability are equally weighted and ii) a medical segment (BMI 35) where patients will accept a higher side effect burden for greater weight loss. Some key nuances in the readout support my view. The trial enrolled around [---] patients with BMI [--] into three arms: retatrutide 9mg retatrutide 12mg and placebo. All were dosed weekly for [--] weeks and the co-primary endpoints were change in body weight and change in knee osteoarthritis pain. The"
X Link 2026-01-05T18:54Z 11.2K followers, [--] engagements

"Read full breakdown of the other most important ideas for 2026: https://www.glp1digest.com/p/the-5-most-important-ideas-for-2026 https://www.glp1digest.com/p/the-5-most-important-ideas-for-2026"
X Link 2026-01-05T18:54Z 11.2K followers, [--] engagements

"Can oral semaglutide be compounded Mochi Health says yes Very bold imo and goes straight through patent law. However sema API + SNAC isn't too difficult to put together but surely there has to be an available Certificate of Authenticity on this. $HIMS $NVO"
X Link 2026-01-08T20:09Z 11.3K followers, 50.6K engagements

"my current thesis is that people who read lots of fiction will be able to articulate their inner world much better and therefore get exactly what they want from claude code. as wittgenstein said the limits of my language are the limits of my world One of the bigger shifts for me with Claude Code over the past few months has been shutting down that initial dismissal I have when a task feels "not worth my time" Like I'll think "it would be nice to rename all my screenshots with what's actually in them" and immediately move One of the bigger shifts for me with Claude Code over the past few"
X Link 2026-01-10T12:27Z 11.3K followers, [----] engagements

". $HIMS enters the microdosing game. Of course it was only a matter of time because the revenue potential is so large. They can expand volume by lowering BMI eligibility to [--] ( same as Nooms program) and increase margins on lower doses of the drug. The question is where are $NVO lawyers I expect these types of programs are going to make a significant dent on wegovy sales in the US. One could argue this is $HIMs response to not having oral wegovy on the platform. https://twitter.com/i/web/status/2010708259359920151 https://twitter.com/i/web/status/2010708259359920151"
X Link 2026-01-12T13:39Z 11.3K followers, [----] engagements

"There a few things worth thinking about: [--]. oral rybelsus/ wegovy adherence is poor [--]. novos pipeline is not competitive. Cagrisema may/ may not be as efficacious as tirzepatide but it doesnt matter. Its definitely not more efficacious than reta [--]. wegovy sales are materially being impacted by the volume of compounding still taking place. expect wegovy sales in the US to decline in upcoming Q4 guidance https://twitter.com/i/web/status/2010736780958482787 https://twitter.com/i/web/status/2010736780958482787"
X Link 2026-01-12T15:33Z 11.3K followers, [---] engagements

"cant quite believe it. i created after being bored and fed up of trying to stay up to date with the latest glp-1 research. my desktop was like a bombshell site of random papers lying everywhere. so over christmas i vibe coded this site and after some initial user feedback its really genuinely wild to me that over [---] people are using it everyday including academics from prestigious universities biotech investors and science writers. i guess you really can just do things and if those things solve a problem YOU face it might just solve a problem others face too. i think ive been one shotted."
X Link 2026-01-13T14:22Z 11.3K followers, [----] engagements

"The UK launches wegovy 7.2mg doses Whats slightly wild is that you have to inject 2.4mg three times to get to the required dose because the wegovy 7.2mg pen has not been approved in the EU/UK Not sure whos going to be down for injecting themselves three times per week but prices start at 270-300 so roughly $360-400 USD $NVO $LLY $HIMS https://twitter.com/i/web/status/2011556420676690067 https://twitter.com/i/web/status/2011556420676690067"
X Link 2026-01-14T21:49Z 11.3K followers, [---] engagements

"theres roughly seven phase [--] trials in [----] for Amgens once monthly dosing of MariTide a GLP-1/GIP drug that delivers 20% weight loss. the key differentiator will be the side effect profile which was pretty poor compared to wegovy/ tirzep and it appears that dosing is now going to be escalated in a step wise fashion to try and mitigate the severity of side effects and drop outs. for obesity trials it appears the dosing will be 21mg - 35mg - 70mg to the target doses of [---] - 210mg - 350mg. im quite bullish on mariTide and i think once monthly dosing is a real unlock for these adherence issues"
X Link 2026-01-20T12:42Z 11.3K followers, [---] engagements

"finally people are waking up to @steipetes @moltbot. it is so so good that i caved in and bought a mac mini so my personal health assistant Francesca is online 24/7"
X Link 2026-01-24T11:18Z 11.5K followers, [----] engagements

"whats everyone reading today"
X Link 2025-10-26T10:52Z 11.8K followers, [----] engagements

"@pawansarda howre you finding it"
X Link 2025-10-26T15:39Z 11.6K followers, [--] engagements

"Love this from @edwrdmoreno and delighted to be quoted in one of the best news journals in the US right now Sherwood News. There's a wave of startups looking to decode bloodwork most of which is run by Quest. But the real business isn't diagnostics it's what happens after. $DGX $HIMS $LH https://t.co/Qdtvoa7cHa There's a wave of startups looking to decode bloodwork most of which is run by Quest. But the real business isn't diagnostics it's what happens after. $DGX $HIMS $LH https://t.co/Qdtvoa7cHa"
X Link 2025-12-18T18:09Z 11.6K followers, [----] engagements

"i honestly think glp-1s could turbo charge the indian economy because the avg household healthcare costs (most of which are expensive and out of pocket) will be slashed - meaning theres much more avg disposable income to spend on the gym or fitness and getting healthier. and more importantly therell be reduced number of middle aged workers taking time off work to care to care for their sick parents - this informal care burden is one of the primary reasons for absenteeism in india https://twitter.com/i/web/status/2015222111942615434 https://twitter.com/i/web/status/2015222111942615434"
X Link 2026-01-25T00:36Z 11.6K followers, [---] engagements

"synced up my clawdbot francesca with my oura ring gmail calendar and gym workout. now im going to set up grocery store access (thinking waitrose) so i can get personalised meals with macros that fit my calorie intake. the future is here"
X Link 2026-01-25T14:52Z 11.7K followers, [----] engagements

"seriously so so good. the guided meditations before work/ start of day is the biggest hack to feeling deep okayness. would say that you need some prerequisite jhana knowledge and practise before you deep dive. Preview of guided meditation on J1 from latest [--] part series. https://t.co/ThbJfEiB2E Preview of guided meditation on J1 from latest [--] part series. https://t.co/ThbJfEiB2E"
X Link 2026-01-26T07:21Z 11.7K followers, [----] engagements

"i went to an ashram in south india for [--] days and ended up discussing ai. This week's Context Window: Eight hours of frontier vibe coding the end of typing code by hand and what AI is teaching us about management: @kplikethebird recaps Vibe Code Camp's biggest reveals from [--] builders at @AnthropicAI @Google @Notion and Every @kieranklaassen https://t.co/bpbPQmOF0z This week's Context Window: Eight hours of frontier vibe coding the end of typing code by hand and what AI is teaching us about management: @kplikethebird recaps Vibe Code Camp's biggest reveals from [--] builders at @AnthropicAI"
X Link 2026-01-27T17:22Z 11.6K followers, [----] engagements

"@chrija mainly because I need something written down or voice noted with my reflections of the things that I'm reading and want to build a large PKM because this context is going to be so valuable imo in the next year"
X Link 2026-01-28T10:25Z 11.7K followers, [---] engagements

"@thesandeep_nair https://archive.arunachala.org/docs/ribhu-gita/ch-26 https://archive.arunachala.org/docs/ribhu-gita/ch-26"
X Link 2026-01-28T10:28Z 11.6K followers, [--] engagements

"finally my x bookmarks are being used in my research and ideation phases instead of languishing in a graveyard. will share how ive set up claude code/ obsidian and x to make ideas sprout and blossom - which is what i think bookmarks was originally intended for"
X Link 2026-01-28T20:13Z 11.7K followers, 30.2K engagements

"so ive realised i cant vibe code in the mornings otherwise i literally end up way too excited and cant write anything. if i vibe code in the evenings i wont go to sleep. theres a small 3-4 hour window in the afternoon between 1-3pm thats the goldilocks zone"
X Link 2026-01-29T08:03Z 11.6K followers, [---] engagements

"@ZReitano wonderful breakdown"
X Link 2026-01-29T13:57Z 11.6K followers, [---] engagements

"check out my research here: https://www.glp1digest.com/ https://www.glp1digest.com/"
X Link 2026-01-29T22:19Z 11.6K followers, [----] engagements

"ofc couldnt do this without @every compound engineering plugin which helps me plan exactly what i want to try. use it https://github.com/EveryInc/compound-engineering-plugin https://github.com/EveryInc/compound-engineering-plugin"
X Link 2026-01-30T09:44Z 11.6K followers, [---] engagements

"@thesandeep_nair @Freakonomics lets go"
X Link 2026-01-31T12:46Z 11.7K followers, [--] engagements

"software can make you feel delightful"
X Link 2026-02-01T15:07Z 11.7K followers, [---] engagements

"https://every.to/context-window/give-yourself-a-promotion https://every.to/context-window/give-yourself-a-promotion"
X Link 2026-02-01T15:07Z 11.7K followers, [---] engagements

"it's easier to set up claude code terminal on obsidian so you don't have tabs flying all over the place and makes the friction of inputting voice notes/daily refections much easier. setup: [--]. open obsidian and click on settings [--]. click community plugins and install the terminal and enable it [--]. press Cmnd + P to open the command palette [--]. type: "Terminal: open root directory in terminal: Integrated" [--]. Press enter terminal pane will open inside obsidian and then dock it by dragging the terminal tab to the right sidebar. much easier https://twitter.com/i/web/status/2017987838919217273"
X Link 2026-02-01T15:46Z 11.7K followers, [----] engagements

"@thesandeep_nair @kepano @obsdmd ty sir"
X Link 2026-02-02T17:24Z 11.7K followers, [---] engagements

"two months ago i predicted that $NVO would feel the pinch from MFN pricing while $LLY would reap the benefits. now we're seeing this scenario being panned out exactly how i thought it would. $NVO held a press conference at 08:15. I tweeted live but heres a summary if you missed it: Q: Why is [----] guidance so much lower than expected CEO Mike Doustdar: Weve been clear for months that [----] brings pricing headwinds especially in the U.S. The Most Favored Nation $NVO held a press conference at 08:15. I tweeted live but heres a summary if you missed it: Q: Why is [----] guidance so much lower than"
X Link 2026-02-04T09:44Z 11.7K followers, [----] engagements

"one of the key distinctions between oral semaglutide and injectables is the fact that you have to take oral sema in a fasted state. practically this means taking the tablet on an empty stomach in the morning with no more than [--] ounces of plain water AND then wait for [--] minutes before you can eat or take another medication. this is super super important for the drug to actually WORK and $NVO stresses this repeatedly. on the $hims patient information section there is practically no instructions other than "take once a day by mouth" which makes me very concerned"
X Link 2026-02-05T14:57Z 11.7K followers, [----] engagements

"@yashbagal @katelaurielee @every @stripe @Medium @WeWork banger"
X Link 2026-02-05T15:42Z 11.7K followers, [---] engagements

"@nikoliasgoninus wonderful cant wait to see the data"
X Link 2026-02-05T20:39Z 11.7K followers, [---] engagements

"@RxRegA How can you play it safe when you're selling a drug that has no evidence that it's delivery mechanism works"
X Link 2026-02-07T01:07Z 11.7K followers, [---] engagements

"one thing they dont tell you about reading spiritual books from people who are the real deal like merton ramana maharshi st augustine ect is that your ambition takes a serious nosedive"
X Link 2024-07-29T21:25Z 11.8K followers, 15.3K engagements

"the most important skill you need to learn in business and medicine is being able to update your mental model in the face of uncomfortable evidence. as of right now i believe the evidence shows that consumer health apps are yeah. dead. and i say that with conviction after spending time playing around with @openclaw https://www.glp1digest.com/p/consumer-health-apps-are-dead https://www.glp1digest.com/p/consumer-health-apps-are-dead"
X Link 2026-01-13T19:28Z 11.8K followers, 20.2K engagements

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