GLP-1 TV · Patient story · views checked Oct 2026
Deep Dive on GLP-1s: Hims, Lilly, and Novo Nordisk. Are GLP-1s A Bigger Story Than Just Weight Loss?
Patient story
Our summary
This video comes from the investing channel Beat The Denominator. The host explains how GLP-1 drugs work and why he thinks they matter beyond weight loss. He says the drugs act on the brain's hunger and fullness centers, slow stomach emptying, steady blood sugar, and change reward pathways. He cites the Eli Lilly CEO as estimating that about 10% of Americans are on some form of GLP-1, with a possible 30% in the future. He also notes that Lilly stock is up 700% over five years.
One person's experience, in their words. Not medical advice.
Where semaglutide costs least today
The three cheapest partner programs for semaglutide, all in per month, checked weekly.
What else the video covers
He then ranks the drugs by reported weight loss. Retatrutide, a triple-action drug, is in phase 2 and not approved for human use. Zepbound (tirzepatide) is described as the most effective approved option, followed by Ozempic (semaglutide, made by Novo Nordisk), then Victoza and Saxenda (liraglutide). He reads average loss as 22%, 15 to 20% and about 8% for the last three. He explains that compounded semaglutide is sold only while a shortage lasts, and says the brand version on the Hims site is listed at 1,800 a month versus about 200 a month compounded. He treats an end to the shortage as a risk for Hims.
The host also reviews Reddit discussion. Users are stocking up on multi-month supplies, which he thinks could pull revenue forward. Others report less desire for alcohol, less impulsive shopping, and lower libido while taking these drugs. He passes on his own physician's caution about side effects such as gastroparesis and vomiting, and says healthy people should not take them. He closes with valuation views on Hims, Lilly and Novo Nordisk, and states that this is not financial, investment or health advice.
Our summary of what is said, in our words. Doses, results and prices are the speaker’s, not advice.
Takeaways
The main points, in the order they come up. Tap a time to play from there.
- 0:30 The host says GLP-1 drugs act on the brain's hunger and reward centers and slow stomach emptying, which helps people feel full longer.
- 2:33 He notes Eli Lilly stock is up 700% in five years and cites the Lilly CEO's estimate that about 10% of Americans use a GLP-1.
- 3:03 He ranks the drugs by reported weight loss, from retatrutide (phase 2) to Zepbound, Ozempic and Victoza or Saxenda.
- 7:11 He says compounded semaglutide is allowed only during a shortage, and he sees an end to that shortage as a risk for Hims.
- 15:55 He reports Reddit users describing less alcohol craving and less impulsive shopping, plus decreased libido as an unwanted effect.
- 22:04 He relays his physician's caution about side effects and says healthy people should not take these drugs, then gives his stock views.
Key moments
From the creator's own chapters. Tap one to play from there.
- 0:00 What do GLP-1s do? How does it work?
- 2:02 10% of Americans currently on some form of GLP-1? More soon?
- 3:15 Ranking the GLP-1s from most to least effective: Retatrutide
- 11:45 Novo trying to ban Compounded Semaglutide? People are stocki
- 16:14 People getting these drugs NOT for weight loss? Helps with i
- 22:15 Valuation of Hims vs. Nvo vs. Lily. Hims is my fave.
- 24:10 Thanks for watching!
What the video says
As stated in the video, not checked by us. Doses and results are the speaker’s, not advice.
- Medication
- semaglutide
- Who is speaking
- Patient
Questions this video answers
How do GLP-1 drugs work according to this video?
The host says they act on the brain's hunger and fullness center and slow the rate at which the stomach empties. He adds that they steady blood sugar and change the brain's reward pathways, which changes cravings.
Which GLP-1 is the most effective for weight loss?
The host ranks Zepbound (tirzepatide) as the most effective approved drug, slightly better than Ozempic. He reads average loss as 22% for Zepbound, 15 to 20% for Ozempic and about 8% for Victoza. He lists retatrutide as possibly stronger but still in phase 2 and not approved for human use.
Why is compounded semaglutide only available during a shortage?
According to the host, compounding pharmacies such as the one Hims uses may sell it only while semaglutide is on the shortage list. He says they would have about six months to stop selling once the shortage ends. He cites Hims prices of about 200 a month compounded versus 1,800 a month for the brand version.
Do people report other effects from GLP-1 drugs besides weight loss?
The host says Reddit users report less desire to drink alcohol and less impulsive shopping. He also says some report decreased libido. He notes that these are online reports and that his physician advised caution about side effects.
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I am GLP-1's most feared opponent | Clip | Uncle Stav on NetflixThis is a clip from a Netflix stand-up special in which comedian Stavros Halkias jokes about GLP-1 drugs.
About Beat The Denominator
Patient story, 23.9K subscribers. 5 of their videos are in GLP-1 TV, 13.4K views between them, mostly on Ozempic, Mounjaro.
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- Hims Stock Down -11% as GLP-1 Shortage Ends for Drug that Hims STILL DOESN'T SELL and NEVER SOLD!
- Hims & Lilly's Tirzepatide: Perfect Match? What if Cmpnded Sema clients all switch to LLY's Tirze...
Read next
Our guides closest to what this video covers, with prices checked weekly.
- What is GLP-1? The hormone, how the drugs work, and every GLP-1 medication on the market
GLP-1 stands for glucagon-like peptide-1, a hormone your gut releases after you eat. It tells the pancreas to release insulin when blood sugar is high, holds back glucagon, slows how fast the stomach empties, and acts on the parts of the brain that regulate appetite. GLP-1 drugs copy that hormone but last far longer: a week for the injections, a day for the pills. Seven brands are on the US market, from Ozempic and Mounjaro for type 2 diabetes to Wegovy, Zepbound and Foundayo for weight loss.
- GLP-1 vs GLP-2 vs GLP-3: what the names mean, and which ones you can actually buy
GLP-1 drugs such as semaglutide act on one receptor. "GLP-2" is used online for tirzepatide (Zepbound, Mounjaro), which acts on two, GIP and GLP-1, and "GLP-3" for retatrutide, which adds the glucagon receptor. Neither nickname is the real name: GLP-2 is a separate gut hormone whose drug, Gattex, treats short bowel syndrome. Retatrutide produced 28.3% mean weight loss at 80 weeks in its phase 3 trial but is not FDA-approved; Lilly plans to file in Q1 2027. Tirzepatide is the strongest option you can buy today.
- Every GLP-1 pill you can actually get, and what each one costs
Four swallowable GLP-1s exist now, and three of them launched in 2026. Rybelsus, the Wegovy pill and the Ozempic pill are all semaglutide in a tablet but are approved for different things; Foundayo is a different molecule entirely and the only one with no food or timing rules. Two are for weight, two are for type 2 diabetes, and the cheapest thing on most rankings is not any of them. Here is the whole landscape, with what each actually costs.
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