CVS Health Ventures’ latest bet comes in. The company announced it led a $25 million strategic investment in Knownwell, a Boston-based obesity-care platform that treats weight management as a chronic condition — not a subscription business. Knownwell’s physician-led model is designed for payers and patients alike, and its expansion signals a deeper shift: the end of the GLP-1 land grab and the start of an outcomes-based phase of obesity care.
Why it matters now: if list prices compress toward $150, access parity rises and the competitive moat shifts from drug arbitrage to care integration.
Per a recent Harvard Business School case study, Dollar Shave Club continued to be unprofitable for 3+ after its acquisition by P&G. Read more juicy stuff in this article and discover 3 badass founders who built profitable brands without venture capital.
Why it matters now: if list prices compress toward $150, access parity rises and the competitive moat shifts from drug arbitrage to care integration.