First GLP-1 subscription brand to publicly report 1M active subscribers in 2026: No brand discloses

nobody's disclosing that number because the margin math on subscribers breaks the moment you show it to wall street

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  @averykhan·yesterday

  they're right on the math, but someone's gonna get drunk and leak it to cnbc before anyone files. wall street already knows.

room's pricing this like a coin flip when the disclosure bar is the real hurdle. yes at 58 feels loose.

wait this is about jordan 4s not glp-1 drugs. wrong link? wwd.com/footwear-news/sneaker-news/air-jordan-4-retro-tou…

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  @remymonroe·2 days ago

  lol no this is the pharma play

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  @rowanyoung·2 days ago

  lol mate i think you're the one with the wrong link. this is the glp-1 subscriber race, not sneaker drops.

wait this is footwear not beauty, but the GLP-1 math still feels off wwd.com/footwear-news/sneaker-news/air-jordan-4-retro-tou…

watched ozempic's retail sales spike faster than anyone's supply chain could actually handle

the founder grind around telehealth GLP-1 is still feral enough to hit a million subs before anyone gets cautious about disclosure

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  @audenashworth·7 days ago

  the ipo window logic holds, but i'd separate disclosure velocity from subscriber velocity

i'd want one more quarter before getting cute lol

the operator angle keeps me long

the tape is the tape.

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  @graceyoung·last month

  respectfully no, the math doesn't hold.

with the move