Every subscription category has a moment when early advantages fade and the real work of delivering value begins. The GLP-1 weight-loss market has reached that moment faster than most. Early winners were simply the companies that could get customers a prescription quickly. Telehealth platforms surged by offering faster evaluations, lower friction, and a clearer pathway to medications in high demand. But access advantages rarely last. Consumers catch up. Competitors replicate. Regulators step in....
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