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the glp-1 decade.

how four molecules rewrote the drug industry, and what's next.

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"in 2017, no one had heard of semaglutide. by 2025, glp-1s were the best-selling drug class in human history."

what's inside
  • →the full lineage. exendin to retatrutide, with what each one fixed
  • →why semaglutide cleared the field in 2021 and how lilly took the crown back in 2023
  • →the triple-agonists that are about to reset the bar again
  • →the compounding loophole, the FDA shutdown, and what it left behind
  • →where each molecule sits now, and why the answer changes by use case

one read, ~32 minutes, all sourced. one of many briefs included with $100 lifetime access.

free excerpt

on august 23, 2022, the FDA added Ozempic to its drug shortage list. by january 2023 european health ministers were rationing supply for diabetics because middle-aged americans wanted to lose 15 pounds before summer. that is the moment containment broke.

chapters · 10
  1. 01the moment containment brokeintro
  2. 02the lineage: exendin to liraglutide1990s-2014
  3. 03semaglutide and the obesity rerating2017-2022
  4. 04tirzepatide and the dual-agonist upgrade2022-2024
  5. 05retatrutide and the triple-agonists2023-2026
  6. 06cagrisema, novo's response2024-2026
  7. 07the oral problem and orforglipron2025-2027
  8. 08the compounding loophole and its end2023-2026
  9. 09what's actually coming2026-2030
  10. 10the verdict: where each molecule landsmay 2026
who this is for
you follow the glp-1 space
and you want the head-to-heads, the tradeoffs, and the next molecule in line.
you're researching the class
and you don't want to read 30 medscape pieces and a reddit thread to map the evidence.
you write or trade in this space
and you need the timeline, the head-to-heads, and the next-gen pipeline in one document.
you're a clinician
and you want a fast brief that respects the literature and won't waste your time on hype.
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