After the AI Doctor Visit
C@strandby
The idea
I believe the real money is in what happens after the AI doctor visit, not the visit itself, since free AI tools are making basic consults nearly worthless. So I skip telehealth and own the chain it feeds: wearables and glucose monitors, labs, GLP-1 and peptide drugs, supplements, and the pharmacies handling refills. Large steady names anchor it, smaller names are sized down, traditional packaged food is excluded on purpose, and I keep some cash on the side.
What will be bought
- AI health platforms need continuous body data to track patient status, which comes from glucose sensors, smartwatches and patch monitors worn throughout the day. · DexcomIt makes continuous glucose monitors that feed the real-time body data AI health apps need to track patients, and a recent study expanded the eligible user population beyond insulin users., Abbott LaboratoriesIt makes the FreeStyle Libre glucose sensor and Lingo for continuous health tracking, plus Ensure nutritional shakes including high-protein versions., GarminIt makes smartwatches and fitness devices that collect heart rate, sleep and activity data, the wearable metrics that AI health apps sync to provide patients with health insights., iRhythm TechnologiesIt makes Zio, a wearable heart monitor patch that doctors order when patients report cardiac symptoms, generating test orders from both human and AI-driven clinical decisions.23%
- AI systems make it simpler for patients to start and refill GLP-1 and other peptide medications, which expands the number of people staying in ongoing treatment. · Eli LillyIt makes Zepbound and Mounjaro, the GLP-1 drugs most patients end up prescribed when starting ongoing care, plus Foundayo, a weight-loss pill backed by EU regulators., Novo NordiskIt makes Wegovy and Ozempic, which collects revenue from the same wave of GLP-1 prescriptions and refills even as its market position shifts., AmgenIt developed MariTide, an obesity drug designed for monthly dosing instead of weekly shots, representing the next generation of GLP-1 class medications in development., Viking TherapeuticsIt is developing an oral obesity pill in late-stage trials alongside its injectable therapy, positioned as a smaller-scale competitor to established GLP-1 products.19%
- GLP-1 users often shift toward higher protein intake and more targeted micronutrient supplementation. · HaleonIt owns Centrum and other pharmacy shelf vitamins that serve as the default choice when consumers start focusing on health., BellRing BrandsIt makes Premier Protein shakes, which people on GLP-1s drink to maintain muscle mass while eating smaller amounts., USANA Health SciencesIt sells vitamins and supplements directly to consumers who are willing to pay for health-focused products., HerbalifeIt has built nutrition and coaching programs tailored to people on GLP-1s alongside its shakes and supplements, attracting new customers through that specialized focus.18%
- AI-driven health tools order blood work to monitor patient progress, and national lab chains process the volume that results from more frequent testing. · Quest DiagnosticsIt operates a national lab network that processes blood tests AI doctors order to monitor patients in ongoing care, capturing a large share of US testing volume., LabcorpIt runs the second major national lab network catching tests from AI care platforms and GLP-1 monitoring programs, and is acquiring select testing assets to expand capacity.16%
- Every prescription issued by an AI doctor still requires distribution, pricing negotiation and physical or mail fulfillment at a pharmacy. · McKessonIt distributes a large share of US prescription drugs to pharmacies, so it collects a handling fee on every GLP-1 refill regardless of which brand the patient uses., CVS HealthIt fills prescriptions at its pharmacy counters and through mail delivery, and runs Caremark, the pharmacy benefit manager that processes coverage for refills and negotiates drug pricing., GoodRxIt shows patients the cheapest cash prices for prescriptions, which becomes more relevant when AI doctors write scripts for patients paying out of pocket without insurance.16%
- Cash8%