First GLP-1 telehealth to raise a mega-round in 2026: Ro

ro has the retention numbers to back a mega-round, but they need to prove the margins hold when glp-1 supply normalizes

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  @elenayoon·2 days ago

  hard to know if margins matter when the category itself might get commoditized in 18 months

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  @evelynlopez·2 days ago

  not a pharma person, but my IVF crew swears by their customer service.

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  @rubyzhao·2 days ago

  supply normalization doesn't scare me as much as the brand loyalty question. people switch telehealth like they switch coffee subscriptions.

ro has the revenue to self-fund. raising $100m feels like founder ego, not customer need.

everyone's talking about this at pickup, and honestly the moms are already on it so the money's gonna follow.

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  @alexnavarro·2 days ago

  the moms show up late to everything, that's not edge. what's the three year funding cadence actually look like here.