Cremieux - Half of America could be on GLP-1s by 2030 (and why peptides are probably overhyped)

<p>In episode 69 of Hims House, Jonathan Stern welcomes back researcher and data analyst Cremieux to take stock of the GLP-1 and peptides market. Cremieux points to Epic&#39;s new EHR dashboard as the best live read on adoption, backing estimates that roughly one in eight adults are on GLP-1s and one in five have tried them -- with cost and stigma holding back uptake until semaglutide generics arrive around 2031. They also dig into the next wave of GLP-1s, spotlighting glucagon combos like servadutide and mazdutide for dramatic liver-fat reductions, plus retatrutide&#39;s standout weight-loss numbers. Cremieux pushes back on the claim that retatrutide preserves muscle and throws cold water on peptide hype, especially BPC-157, while flagging thymosin alpha-1 as the one with the most real clinical support. They close on why wearables rarely change behavior, and whether Ro will ever go public. </p><p><br></p><p>00:00 - Sponsor: Superpower </p><p>01:37 - What America looks like in 2030</p><p>03:58 - How many Americans are on GLP-1s today? </p><p>05:46 - Why price still keeps people off GLP-1s</p><p>06:32 - Generic GLP-1s in 2031</p><p>09:30 - The next-generation of GLP-1s</p><p>11:02 - GLP-1 effect on fatty liver disease</p><p>15:48 - Could the FDA fast-track retatrutide? </p><p>17:15 - The oral GLP-1 war: Wegovy Pill vs Foundayo</p><p>21:04 - Is it a myth that reta preserves muscle? </p><p>25:05 - ADA conference takeaways </p><p>27:23 - Why GLP-1s are likely safe over the long term</p><p>31:55 - BPC-157&#39;s thin evidence + cancer risk</p><p>35:12 - Which peptides actually have the most evidence</p><p>38:20 - Peptides market dynamics</p><p>41:29 - Why wearables usually don&#39;t change behavior</p><p>46:10 - Will Ro go public? </p><p><br></p><p>Disclaimer: This podcast is for informational and entertainment purposes only. Nothing discussed should be considered financial, investment, or legal advice. Always consult with a qualified professional before making financial decisions. </p>