Recent data from GLP-1 use is a mixed bag. Massive label and off-label prescription growth are contributing to a decrease in national obesity rates for the first time in a decade. This upside, however, is tempered by a measurable rate of patients discontinuing use due primarily to uncomfortable side effects, and some data suggesting that the use of GLP-1s is increasing healthcare costs, at least in the short term. But there is no denying the industry impact of this medicine, demand for which is shaping industries, such as the value proposition of direct-to-consumer health companies like Hims, Hers and Ro.