Across drugs, devices, and care models, new health infrastructure is taking shape.
Parsley Health adds insurance
The functional medicine provider is now in-network nationwide, covering up to 150M Americans across major health plans.
- Historically, functional and longevity care has been positioned as a premium, out-of-pocket service.
- With this move, Parsley is expanding access and changing how care is delivered.
- The model combines diagnostics, clinician oversight, and longitudinal care, targeting root causes rather than symptoms.
As reimbursement expands, preventative and personalized care are moving closer to the core of the healthcare system.
The FDA tightens control over compounded GLP-1s
The agency proposed excluding key ingredients like semaglutide and tirzepatide from bulk compounding lists.
- If finalized, the move will limit the mass compounding of lower-cost alternatives to branded drugs from Novo Nordisk and Eli Lilly.
- As a result, telehealth providers may face tighter constraints, forcing a shift toward branded prescriptions, insurance coverage, or more integrated care models.
- At the same time, the gray market — including offshore sourcing and unregulated alternatives — could see increased demand as pricing and access tighten.
Gaining from new regulations, Big Pharma is being set up to maintain its monopoly on weight loss meds.
Fitness wearables fuel Garmin’s growth
The company reported $1.75B in Q1 revenue, up 14% year over year.
- The fitness segment generated $547M, growing 42% YoY and now accounting for roughly 31% of total revenue — making it Garmin’s largest and fastest-growing division.
- Fitness devices delivered $158M in operating income, up more than 100%, with margins among the highest across the company’s portfolio.
Garmin’s momentum is tied to product and positioning, with new features and integrations pushing the brand deeper into health, performance, and coaching.
As wearables evolve, the value is shifting from tracking activity to guiding behavior.
