Roughly one in eight American adults reported taking a GLP-1 like Ozempic in 2025, according to a Kaiser Family Foundation poll cited by CNBC. The cheap-drug boom underneath that number runs on a legal loophole that is now closing: compounded semaglutide is only permitted while the FDA lists an official shortage, and those shortages are resolving. Every telehealth reseller arbitraging that gap is standing on a cliff.
So we broke down the whole GLP-1 and peptide market: what the drugs actually are, who is making billions, exactly where the regulation bites, and the vertical-integration playbook that survives the cliff.
The anchor is RonanRX, the YC Summer 2026 company (with $7M+ committed to its seed) that we just invested in, because its structure is the clearest live example of the durable bet.
In this issue you’ll find:
What are GLP-1s
Can you just sell GLP-1s?
Why We Invested In RonanRX
Where The Money Already Is
The Next 18 Months
What This Changes
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