Disclosure: I am long Lilly. And I own no equity position in 23andMe. Now, with that out of the way. . .
As the latter public company struggles (see last week's reporting here), it has sent a direct mail campaign out to its genomics customers, touting subsidiary Lemonaid's ability to fill prescriptions, at a discount (likely by compounding). Wild -- but the same API injection costs ~$1,200 to ~$1,500 a month from Lilly or Novo Nordic:
. . .Lose 15% of your body weight, starting at $299/month
Membership is only $49/month, medication charged separately
No hidden fees, no long-term commitment, and no additional fees for dosage increases while on the same medication
Ongoing, quality care from U.S.-licensed medical providers. . . .
Not sure its mailing list is tightly fit to the "offer". Hmm. These are strange times, indeed -- at the personal genomics pioneer. . . so it goes.
To be fair, I should note that Lilly made a tactical mis-step last week, as a PR matter -- by writing to thousands of US patients it suspects of buying compound pharmacy (low priced) GLP-1 products -- asking for personal health information. The theory was that Lilly was protecting them from being harmed by unlicensed compounders -- but most astute observers think that's just. . . creepy.
Onward, up mountain. . . grinning.
नमस्ते
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