I think one thing that's counterintuitive about compliance is that it's actually a sales tool. If you are compliant, you can sell to bigger companies, you can sell to more regulated industries, and you can charge more.
This idea that I have no idea how this works. I know I'm paying too much. I'm probably getting screwed and it's too complicated. And that that's the origin story in that.
The best business model in history is IP theft. A close second in terms of a pricing mechanism is 80% of the market leader for half the price. And DeepSeek and these Chinese open-way models claim they're 90% of the market leader for a third of the price.
Well, everybody's realizing that if you go through a PBM, you lose. And when you look at direct-to-patient, whether it's through us, whether it's Trump RX, whether it's Lilly, whether it's Novo Nordisk, whether it's um BMS with Eliquis, whatever it may be, they're doing this to so so that they don't have to deal with the PBMs.
6mo ago
Underscored — save the words that stop you in your tracks.
