Point taken that RUO people are just yoloing this, I was one of them. Now, I can tell you that having a doctor in the loop with my health is very helpful.
I get owning the supply chain and the compounding part.
There is big deal about 503a and 503b compounding pharmacies as well.
That's why the website copy is overdone with "for you" to qualify as and the example on the bottom shows Semaglutide and Cyanocobalamin (Vitamin b12) because that is the current FDA loophole.
They can not just offer the main compounded chemical/medicine but must combine it (alongside blood tests, supposedly but every other MSO skirts this by suggesting higher BMI during intake or a selfie.)
Any 503b compounding pharmacy selling compounded, non-additive Semagluitide is breaking the law.
A 503a is the loophole because the prescriber, "determines" and documents that the product change is neccessary/significant difference for said patient.
The current risk (or perhaps pro depending on how you want to look at it) in this political enviornment is positioning the company in a place to run foul of the FDA. Florida based compounding pharmacies are divesting from GLP-1's (e.g. BPI https://bpi-labs.net/ ) due to legal threat.
But then co-founder is ex-lily.
The investment is peanuts to the fund. You’re missing the full-story deck and if they’ve shown traction it seems like a no brainer.
(btw for Lloyd the founder, Jason hired me right here from HN for ownlocal. It was my first professional software job. You guys made my career. Thank you)