I think most people on gray market GLPs will vary their dose, take tolerance breaks, etc to meet their personal weight loss goals, this stuff isn't that complicated. Where I think where the real technology opportunity is, is having a personalized endocrinologist for TRT/HRT. Bodybuilders have incredibly sophisticated trackers with hormone/ester PK models and the ability to adjust and tune your personal model based on bloodwork results. Most men's clinic, online or in person, are nowhere near as advanced. Prescribing for most of these guys is binary, or adjusting your dose is something that's done in response to some sort of a problem like hematocrit or gyno, rather than trying to keep levels in-line with whatever health goal you have. I don't think most guys really need the full TRT dose of 140 mg/week to feel energetic again, but depending on your fitness goals you can go well beyond that safely as long as you are paying close attention. There have been a couple of "high tech HRT" apps but I don't think they are really all that sophisticated, maybe daily dosing or includes a tasso device or whatever, but nothing afaik with multi-hormone PK modeling and testing feedback, so it could be right up your alley.

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lloydarmbrust 4 hours ago | parent | next [-]

The dosing starts out surprisingly simple. The magic is in the feedback loop: asking the patient how they're feeling, if they're getting the effects they want, and then having their doctor review and approve a new dose.

Point taken that RUO people are just yoloing this, I was one of them. Now, I can tell you that having a doctor in the loop with my health is very helpful.

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anonymous391084 2 hours ago | parent [-]

I guess I'm trying to figure out what the secret sauce is that makes this a YC company, there are at least dozens, probably hundreds of telehealth GLP prescribers, manufacturing it yourself doesn't really seem like a value-add, all of them will compound with B12 for the reasons you mention elsewhere, it's hard to believe that "tell your doctor you're having side effects and they will adjust your dose" is a YC-worthy innovation. What am I missing?

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rootsudo an hour ago | parent | next [-]

Me too.

I get owning the supply chain and the compounding part.

There is big deal about 503a and 503b compounding pharmacies as well.

That's why the website copy is overdone with "for you" to qualify as and the example on the bottom shows Semaglutide and Cyanocobalamin (Vitamin b12) because that is the current FDA loophole.

They can not just offer the main compounded chemical/medicine but must combine it (alongside blood tests, supposedly but every other MSO skirts this by suggesting higher BMI during intake or a selfie.)

Any 503b compounding pharmacy selling compounded, non-additive Semagluitide is breaking the law.

A 503a is the loophole because the prescriber, "determines" and documents that the product change is neccessary/significant difference for said patient.

The current risk (or perhaps pro depending on how you want to look at it) in this political enviornment is positioning the company in a place to run foul of the FDA. Florida based compounding pharmacies are divesting from GLP-1's (e.g. BPI https://bpi-labs.net/ ) due to legal threat.

But then co-founder is ex-lily.

	▲	anonymous391084 36 minutes ago \| parent [-]
		I respect the regulatory arbitrage, but for example Uber and Airbnb both arguably had pretty revolutionary tech layers on top of that. Trying to figure out what the equivalent here is.

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apsurd 2 hours ago | parent | prev [-]

Previous YC founder so they’re already connected and vetted. Since then they’ve proven another 0-1 success with masks and manufacturing. Now they’re onto something very obviously hitting tailwinds.

The investment is peanuts to the fund. You’re missing the full-story deck and if they’ve shown traction it seems like a no brainer.

(btw for Lloyd the founder, Jason hired me right here from HN for ownlocal. It was my first professional software job. You guys made my career. Thank you)

	▲	lloydarmbrust 36 minutes ago \| parent [-]
		So cool! Hundreds of careers and even families came from OwnLocal!

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3 hours ago | parent | prev | next [-]

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MrBuddyCasino 2 hours ago | parent | prev [-]

This 100% aligns with my experience. Peptides are easy and you can mix different GLP1s to get the desired effect of appetite suppression, food noise and metabolic boost via Tirz, Reta and Elora (don't use Cagri btw), but things start to get hairy with TRT/HRT. You really have to do blood work and getting it wrong has serious consequences.