“What patients are going to use is a is a consumer product, chat GPT, Grock, you know, and so forth.”
Consumers dumping blood panels into ChatGPT for diagnosis: AI becomes the default health front door
“The only investments we've ever made in those spaces are ones that go direct to consumer because we know going through the government, there's just not enough…”
DTC health platforms ride GLP-1 access plus self-directed health wave as gov clears the lane
“we're going to take the prices of these drugs, which are now prohibitively high for many Americans, $1,200 cash pay... It's going to be a starting price of…”
Oz frames the TrumpRX price cut as a volume detonator that pushes GLP-1s from the vain Upper East Side into Medicare ($50 copay), free Medicaid, and rural America, the exact populations where obesity actually lives. Lilly's just-approved oral pill Foundayo is the form factor he says leapfrogs the injection and lets the market scale.
“So we agreed to those prices with the two major companies, Novo Nordisk and Eli Lilly. We will launch next week... launch next week Trump RX with those…”
Trump RX puts Novo's GLP-1s at $200 cash, $0 for Medicaid, opening the underserved obesity market
“There are twice as many durable medical equipment providers. They sell wheelchairs and knee braces, twice there's actually 20 times more in South Florida than…”
Fraud moratorium on durable medical equipment providers culls fraudulent supply, favoring legit makers
“California the budget's $350 billion by far the biggest. It has doubled in the last decade... And they're still running a huge deficit. And that's why they're…”
California budget hole plus asset-seizure tax drives job creators out: structural fiscal deterioration