GLP-1 telehealth that consolidates first in 2026: Ro

ro has the cash to move first but they're reading like they're building defensively, not hunting. that's a tell

ro's too profitable flying solo right now, why would they rush a deal before the market actually settles.

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  @sashapark·2 days ago

  fair point on cash flow, but per BevNET's coverage of telehealth consolidation last month

ro's founder reads like someone who actually ships instead of optimizes, and that's what gets bought first in a crowded category.

structurally hard to see this clearing. small no for me

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  @eleanornavarro·7 days ago

  the margin profile on telehealth glp-1 is genuinely compressed, reimbursement pressure + churn are real headwinds

loaded up, the data is there.

i'd want one more quarter before getting cute lol

this is the trade