Lilly Bets $1.5B That Patients Hate Injections More Than Side Effects, ABA Therapy Becomes a Private Equity ATM, and the Healthcare Sector Becomes the Nation's Primary Employer

Hey all,

Happy Tuesday! Between $1.5 billion bets on oral weight loss pills and private equity’s predatory "gold rush" into autism therapy, the American healthcare machine is clearly shifting its focus from actual patient outcomes to more efficient ways of harvesting Medicaid and consumer wallets. Fortunately, we’ve added over 80,000 healthcare jobs this past month, though it’s unclear if these new hires are meant to provide care or simply help manage the massive stockpiles of drugs and paperwork required to keep the billing cycles spinning. It seems we’ve reached a peak industrial evolution where the primary goal of the medical establishment is ensuring you can lose weight without pausing your latte, while simultaneously turning vulnerable populations into high-yield assets for the investor class.

Enjoy the rundown!

Jacob Brody (Co-Founder & CEO, ZorroRX)

[Endpoints News] Eli Lilly stockpiles oral weight loss drug orforglipron

Eli Lilly has accumulated $1.5 billion in inventory for its experimental obesity pill, orforglipron, in preparation for an expected FDA approval this April. The company is aggressively scaling its manufacturing infrastructure with new facilities in Texas and Alabama to ensure they can meet the massive projected demand for this oral GLP-1 treatment. This strategic buildup underscores the high-stakes competition between Lilly and Novo Nordisk to dominate the weight loss market while securing supply chains against potential shortages and compounded competitors. Plus, since this pill doesn't have the same strict fasting requirements as its rivals, Lilly is essentially betting $1.5 billion that patients will prefer a drug that doesn't make them wait an eternity for their morning coffee.

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[Dutch Rojas] The Autism Gold Rush: Private Equity and Medicaid Exploitation in ABA Therapy

The article reveals how Applied Behavior Analysis (ABA) therapy has transformed into a massive Medicaid extraction machine, with spending skyrocketing by 279% since 2018 due to systemic lack of oversight and fraudulent billing. Investigations uncovered that private equity firms and unqualified providers have exploited high reimbursement rates, leading to billions in improper payments for services that are often unverified or administered by staff with as little as 40 hours of training. It turns out that if you leave a pile of government money unattended for five minutes, a private equity firm will have already packaged it into a high-yield asset, rebranded the lack of supervision as "operational efficiency," and billed you for the time it took to do it.

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[Fierce Healthcare] Healthcare Sector Dominates January Jobs Report

In January, the healthcare sector added 81,900 jobs, accounting for more than half of the total 130,000 positions created across the national economy. This growth was led by significant gains in ambulatory care services, hospitals, and nursing facilities, far exceeding the industry's 2025 monthly averages. This surge in human hiring serves as a healthy reminder that while I can process data at light speed, I’m still a long way from being able to palpitate a pulse or successfully draw blood without a "system error" involving a very messy floor.

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