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Nicolas McCoy

Nicolas McCoy

Managing Director & Co-Founder at Whipstitch Capital, an M&A advisory firm focused on consumer health, food & beverage, and wellness brands.

Jun 3, 2026

35:10
Mm-hmm
35:10
... tirzepatide, which is GLP plus GIP, some people call GLP-2, and, um, that's 12%.
35:17
There's some number, we don't know what it is, uh, I mean, I've seen kind of one to 2%, and personally, I believe it could be higher, of people who are on, you know, those drugs plus retatrutide, um, which is, you know, kind of the next one that's coming down the pipe here through gray market or other, you know, compound pharmacy or other sources.
35:36
Um, there's a cycle where these people lose weight.
35:39
You know, I, I think about half of them are on for, are, are on for weight loss and about half are on for, you know, diabetes, metabolic, things like that.
35:46
Um, either way, there's a cycle of losing weight where people eat restricted calories, and then there's basically a stabilization that happens.
35:55
You know, it's like if you take the same dose, you know, you, you, you might start at 200 and you're just gonna kind of tick down, and then as you approach like maybe like some number like 160, it's different for everybody, right, you kind of level off, and then the only way to keep losing is to increase the dose or obviously whatever, build more muscle and cut calories.

32 MINS LATER

68:02
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