Where were investing our time and capital Supply Change Capitals broader health thesis around personalized solutions that make it easy for people to eat according to their nutrition and dietary needs aligns well with the opportunities arising in GLP-1 companion products
For example, in December 2024, Novo Nordisk bought three Catalent sites for US$11bn in order to boost its injectable drug capacity, and in December 2025, Eli Lilly announced new plans to build a US$6bn manufacturing facility in the US
The BMI threshold of 23 is well below the industry standard of 27-30
GLP-1 Actions GLP-1 Effect on Blood Glucose Control Upon stimulation, L cells secrete different peptide hormones, including the incretin GLP-1
ShedRx covers the widest medication menu in the category compounded semaglutide and tirzepatide, brand-name Wegovy and Zepbound, and the FDA-approved Foundayo pill and backs it with the only contractual refund guarantee reviewed here: lose 10% of your body weight or your money back
