Everyone's been asking me about Jay Campbell's recent podcast where he claimed GLP-1s are about to be completely shut down in the research and compounding space.
His prediction? Eli Lilly is coming with lawsuits, Trump cut a deal, and by 2026 you won't be able to get sema or tirz anywhere except through prescription at their new "discounted" prices ($199-$299/month).
Here's my issue:
Jay spent half that podcast selling a $1,200/month follastin product. So when someone's pushing expensive products while saying affordable options of proven peptides are disappearing... 🤔
That said...
Eli Lilly just hit a $1 TRILLION market cap. A monopoly on GLP-1s makes perfect business sense. And we saw what happened with SS-31—these shutdowns CAN happen fast.
Speaking of SS-31, Ben and I covered that rapid shutdown in our podcast. If you want to see how quickly things can change in this space, check it out:
My take? I don't think it'll be as dramatic as Jay claims, but I also wouldn't completely ignore the warning.
Should you stock up? Maybe. Should you panic? No.
I break down the whole situation, the political angle, what this could mean for research vendors, and what you should actually do about it.
⚠️ Full disclosure: This is 100% my opinion and speculation. I don't have insider info. Just giving you my honest take based on what I'm seeing.
What do you think? Overblown panic or legitimate concern? 👇