Episode summary

Bloomberg Businessweek Daily Live From NYSE with LifeMD (Part One) | Bloomberg Businessweek

Bloomberg Businessweek Daily · · 25 min · Hosts: Carol Massar, Tim Stenovec · Guests: Doug Lucas, Susan Blumenthal, Justin Schreiber

Bloomberg Businessweek Daily Live From NYSE with LifeMD (Part One) | Bloomberg Businessweek – Bloomberg Businessweek Daily

Summary

The episode centered on bone health, women’s health, infectious-disease preparedness, and telehealth business models. A guest orthopedic surgeon argued that osteoporosis should be treated as a preventable longevity issue, not just a condition managed with drugs after diagnosis. He said bone loss begins in the early 30s and that a protein-forward whole-foods diet, resistance training, sleep, and individualized nutrition can improve bone density across both men and women.

A former federal health official argued that the U.S. healthcare system remains structurally biased toward treatment over prevention, especially in women’s health. She said women were excluded from major research for decades, leaving clinical guidance built largely on male data, and made the case that AI, telehealth, and better data systems could improve outbreak prediction, access, and early diagnosis. She also warned that public health infrastructure is being weakened even as infectious diseases remain a major threat.

The CEO of LifeMD said telehealth accelerated after COVID and GLP-1 demand, but the category is crowded and quality varies widely. He said LifeMD differentiates by using mostly full-time providers and that more than 60% of topline revenue now comes from GLP-1 medications. He framed the company’s challenge as shifting toward durable revenue streams even if near-term profitability is lower.

Key takeaways

  • The orthopedic surgeon said bone loss begins in the early 30s, so prevention should start as early as possible.
  • The orthopedic surgeon argued that protein-forward whole foods, resistance training, and sleep can support bone health and overall longevity.
  • The former health official said women’s health has been underfunded because women were excluded from research and much of the evidence base is male-centered.
  • The former health official said AI could help with outbreak prediction, but only if public health infrastructure and data systems are rebuilt.
  • LifeMD’s CEO said more than 60% of topline revenue comes from GLP-1 medications, but the company is moving toward more durable revenue.
  • LifeMD’s CEO said the company’s edge is mostly full-time providers and a focus on safety before expansion into new therapies.

Notable quotes

“we really look at it as a chronic disease. And like most chronic diseases in the conventional model we tend to just think pharmarmacology or maybe surgery”

— A speaker on Bloomberg Businessweek Daily at 2:56

“So I would argue let's start as early as possible. Let's learn what our bone density is, what our trajectory is, and then intervene when we need to”

— A speaker on Bloomberg Businessweek Daily at 3:32

“women were excluded from the research studies on heart disease, on lung cancer. Um, these are the number one killer of women is heart disease”

— A speaker on Bloomberg Businessweek Daily at 15:28

“vaccines were landmark public health accomplishment of the last century and continue new new kinds of vaccines being developed like with mRNA”

— A speaker on Bloomberg Businessweek Daily at 13:24

“Our business our model at Life and D is built around recruiting training and retaining incredible providers”

— A speaker on Bloomberg Businessweek Daily at 25:02

How the episode opens

Bloomberg Audio Studios, podcasts, radio, news. — This is Bloomberg Business Week Daily, reporting from the magazine that helps global leaders stay ahead with insight on the people, companies, and trends shaping today's complex economy. Plus, global business, finance, and tech news as it happens. The Bloomberg Business Week Daily podcast with Carol Masser and Tim Stenc on Bloomberg Radio.

We are doing them a special deep dive on Bloomberg Business Week Daily. We're talking about health, technology, and healthcare. And more on that specifically specifically when it relates to women's care and there's been some research that's out. — Yeah. The Menopause Society reporting that osteoporosis, which is highly prevalent in post-menopausal women, has long been associated with an increased risk of fractures. There's a new study that suggests it may also increase women's overall risk of death by as much as 47% especially within specific ranges of bone mineral density. Results of the study were published just last week in Menopause, the journal of the Menopause Society.

And it's not just women, it's men, too, although women um have a higher prevalence than men. Let's get into this. It's somebody we've talked to before about this area.

It's great to have back with us Dr. Doug Lucas. He's orthopedic surgeon leading the clinical side for bone health and longevity science over at LifeMD is here in studio.

He also has his own YouTube show. It's called the Dr. Doug show.

Longevity through bone health. Um, welcome back. Nice to talk with you again.

Thank you for having me back. — I have to say I was surprised. I think we were surprised kind of reading in that yes, it impacts both men and women, but it's more prevalent. It seems to be much more discussed about with for for women.

From the episode’s captions: roughly the first two minutes, lightly cleaned. Keep watching on YouTube →

Topics

  • healthcare future
  • bone health
  • women's health policy
  • healthcare industry
  • healthcare innovation

Companies and tickers mentioned

  • LifeMD

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Summary, takeaways and quote selection by Octagon. Quotes are short excerpts; the full conversation is in the episode.

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