The Year of the G's: Sean Duffy on GLPs, GPTs, and Chronic Care's Inflection Point

What does it take to build a real between-visit care engine at scale? In this episode, Blake talks with Sean Duffy, CEO and co-founder of Omada Health, about why the “visit model” is structurally broken for chronic disease, and what Omada is doing about it. Sean breaks down Omada’s provider model, why they’re leaning into GLP-1 support as employers and plans grapple with cost and adherence, and why Omada ultimately decided to add prescribing capabilities as the GLP landscape explodes from “two injectables” to a future of dozens of options. Sean also shares Omada’s practical approach to AI: not chatbot theater, but automation that makes care teams faster, more personalized, and more effective. Listen to hear why: -GLP-1s don’t work like a “vaccine moment”; behavior + psychology still decide outcomes -The next GLP wave is about complexity (single/dual/tri-agonists, orals, pricing tiers) -AI can expand margins, but there’s a bigger unlock -The moat is personalization: making a 23-year-old in Seattle and a grandma in Boca both feel like the program was built for them --- Tom™ is the agentic AI that delivers orchestrated Primary Care as a Service, expanding care capacity and patient engagement while reducing clinicians’ busy workloads. Tom serves as the AI member of a patient’s primary care team . Learn more at ⁠⁠⁠Lumeris.com/platform ⁠⁠ --- Follow Blake on LinkedIn: ⁠https://www.linkedin.com/in/blakecmadden/⁠ For expert analysis on healthcare M&A, strategy, finance, and markets, join 66K+ readers of Blake Madden’s Hospitalogy newsletter. Subscribe here: ⁠https://hospitalogy.com/⁠ Like our episodes? Be sure to leave us a review, and share our podcast with colleagues.