tirzepatide direct to consumer Eli Lilly, Walmart Announce Expansion of Direct-to Access for Direct Meds GLP-1 Program Report

The stack rationale is that the two compounds cover non-overlapping pieces of the same problem

Tirzepatide (Mounjaro, Zepbound) activates GLP-1 and GIP receptors

Mild to moderate nausea is uncomfortable but not dangerous

What the Science Says According to the STEP 1 trial, which led to semaglutide's FDA approval for weight loss, participants who combined medication with increased physical activity lost significantly more weight

By 2025, ~12% of adults report ever using a GLP-1 agonist

However, we do think that the picture is actually much better in terms of productivity growth than perhaps what the average market participants think is the case