Addison Kasper
1y ago
The most hyped drug of the decade:
Ozempic.
The diabetes drug exploded in popularity as millions now use it for weight loss.
And telehealth companies make millions reselling knockoffs of the drug.
Here’s how the Ozempic market works—in sneaker reseller terms. 👇
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Addison Kasper
1y ago
The Players
• Sneaker Industry: Nike, Resellers, Fake Manufacturers, Buyers.
• Weight Loss Market: Big Pharma, Telehealth, Compounding Pharmacies, Patients.
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Addison Kasper
1y ago
Big Pharma = Nike
Novo Nordisk holds the IP for Ozempic™️—just like Nike with the Air Jordan 1.
Both own the IP rights, and both products sell out.
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Addison Kasper
1y ago
Compounding Pharmacies = Fake Manufacturers
These pharmacies can legally make copies when the original drug is out of stock.
Imagine if anyone could make Jordans just because Nike sold out.
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Addison Kasper
1y ago
FDA = StockX
The FDA gives legal authority for pharmacies to manufacture copies during a shortage (Ozempic has been on the shortage list since March 2022)
Order Verified & Shipped ✅
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Addison Kasper
1y ago
Telehealth = Resellers
Telehealth companies are the plug 🔌. They pay $100 per dose and resell for $400+.
BUY LOW / SELL HIGH
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Addison Kasper
1y ago
Patients = Buyers
Patients can't cop the brand-name drug (retail $1000/month). But they can grab a "copy" for half the price.
Same materials, same result. Is it a fake?
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Addison Kasper
1y ago
Pricing Breakdown:
Retail: $1000 / month supply
Fakes: $100 / month supply
Resale price: $400
Reseller margin: $300 (400%)
Patient savings: $600 (60%) 🤑
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Addison Kasper
1y ago
The Loop is Closing 🔁
Big Pharma is fighting back. Novo Nordisk and Eli Lilly are ramping up supply and launching legal attacks.
Now the FDA is actively trying to close the loop
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