A natural answer to the biggest wave in metabolic health
The GLP-1 weight-loss revolution reshaped how millions think about metabolism, appetite and blood sugar — and created an enormous, underserved gap: what happens when people stop taking the drugs, and the millions more who want the benefits without a prescription or a needle.
Market figures per Straits Research (2026). Industry market-size estimates vary widely by source and definition and are shown here as directional context — not independently verified by NewCo.
Encouraging early research — one confirming step remains
Laboratory & animal evidence
- Published lab research shows strong, measurable inhibition of DPP-IV by this compound class
- Oral dosing significantly reduced fasting glucose and improved glucose tolerance in published animal studies
- Digestion appears to improve — not diminish — the activity, supporting an oral delivery approach
- No food-derived ingredient in this mechanism class has yet completed a human clinical study
The most fundable step in the plan
NewCo's investment thesis assumes the laboratory and animal findings translate into people — which is exactly what a rigorous, independent, prospectively registered human study is designed to confirm. Once complete, NewCo expects to hold a product-specific human clinical dataset that no competitor in this space currently has.
A large, growing, and poorly served customer base
The GLP-1 "off-ramp"
Millions start GLP-1 drugs and later stop — cost, side effects, or reaching a goal. Weight regain after stopping is well documented. These people have their natural hormone back and nothing supporting it. No one owns this segment.
The GLP-1 averse
A vast group wants the benefits but won't inject, can't afford the drugs, doesn't medically qualify, or prefers a natural, food-based approach.
Metabolic wellness
The broad, durable market of people proactively managing blood sugar, cravings, energy and weight — one of wellness's largest spending categories.
Payer retreat is actively creating our lead customer
Sources: Stateline / KFF (Apr 2026); WBUR (Jun 2026); Rhode Island FY2027 budget proposal; Washington Post (Jul 2026). State coverage policy is changing rapidly and several measures cited are proposed rather than enacted — to be re-verified against KFF's current tracker prior to external use.
A genuinely different mechanism in a crowded category
The "natural GLP-1" shelf is already crowded — roughly 600 competing products by recent count. Yet nearly all cluster into the same two mechanisms, and very few are backed by a study on the actual product.
A different mechanism
Most competitors try to make the body produce more GLP-1. PlantDPP helps the GLP-1 the body already makes last longer — genuine white space.
An ingredient, not a bottle
Most rivals are finished brands fighting for shelf space. NewCo's model is to be the differentiated input — supplying the category rather than only competing on it.
Validation in the credible minority
Only a handful of players hold a product-specific human study. NewCo's planned trial is designed to join that small, defensible tier.
A focused B2B ingredient business, protected by trade secret and clinical proof
Human clinical data
An independently conducted, registered human study — costly, slow, and unowned by any competitor. The strongest and most durable barrier.
Trade-secret process
Proprietary production know-how, difficult to replicate and never disclosed — deliberately not patented, since a patent would publish the method.
Brand & first-mover
A standardized, clinically-backed branded ingredient — the model behind the industry's most valuable specialty ingredients.
Primary path: B2B branded ingredient supplied to established supplement brands and formulators — high-margin revenue, minimal customer-acquisition cost. Growth path: additional formulator accounts, international distribution, and further ingredients on the same platform. Manufacturing: produced through an established manufacturing partner with existing food-grade infrastructure — an asset-light, fast path to production.
A staged, de-risked development plan
Validation
Confirm & optimize bioactivity — laboratory partner
Analytical
Standardized quality & consistency — laboratory partner
Clinical
Independent, registered human study — clinical partner
Production
Scale through the manufacturing partner
Launch
Supply the B2B supplement partner — NewCo
Expand
Additional formulators, international, second train — NewCo
Use of funds — $3.0 million single raise
Takes NewCo from validation through rigorous clinical proof to first commercial revenue, with a substantial working-capital reserve to fund the ramp.
Equipment reflects a full production train at 5,000 kg/month, net of infrastructure contributed by the manufacturing partner. The clinical study line is anchored to published benchmarks: small nutraceutical human trials commonly exceed $150,000, with biomarker endpoints pushing higher (StatNews, 2026). Lines are planning estimates to be refined against firm quotes.
Three-year outlook — base and upside cases
Illustrative planning scenarios, not forecasts. They assume the human clinical study confirms the early research. Year 1 = first year of commercial sales, following validation and the clinical phase.
NewCo Manufacturing — primary model (B2B ingredient supply)
| Metric | Year 1 | Year 2 | Year 3 |
|---|---|---|---|
| Ingredient volume (kg) | 5,000 | 15,000 | 45,000 |
| Consumer units enabled | ~167,000 | ~500,000 | ~1,500,000 |
| Ingredient revenue | $1,375,000 | $4,125,000 | $12,375,000 |
| Gross profit (~70%) | $962,000 | $2,888,000 | $8,663,000 |
NewCo Manufacturing — upside case (faster account adoption)
| Metric | Year 1 | Year 2 | Year 3 |
|---|---|---|---|
| Ingredient volume (kg) | 5,000 | 25,000 | 60,000 |
| Consumer units enabled | ~167,000 | ~833,000 | ~2,000,000 |
| Ingredient revenue | $1,375,000 | $6,875,000 | $16,500,000 |
| Gross profit (~70%) | $962,000 | $4,813,000 | $11,550,000 |
Assumes a ~1 g/day efficacious dose (~33 consumer units per kg). The clinical study will establish the actual dose. Capacity, not demand, is the binding constraint above ~50,000 kg/year — sustained output above that level triggers a second production train (~$650,000), funded from operating cash flow.
Downstream revenue — retail and toll processing
Illustrative planning scenarios, not forecasts. NewCo Retail purchases finished ingredient from NewCo Manufacturing and sells at retail; DLT earns a flat per-kg toll fee for processing at its Keno facility.
NewCo Retail — primary model ($69.95/bottle, ~70.7% gross margin)
| Metric | Year 1 | Year 2 | Year 3 |
|---|---|---|---|
| Bottles produced | 166,650 | 499,950 | 1,499,850 |
| Retail revenue | $11,657,168 | $34,971,503 | $104,914,508 |
| Gross profit | $8,240,668 | $24,722,003 | $74,166,008 |
DLT — toll processing revenue ($40/kg flat fee)
| Metric | Year 1 | Year 2 | Year 3 |
|---|---|---|---|
| Toll revenue (primary case) | $200,000 | $600,000 | $1,800,000 |
| Cumulative (primary case) | $200,000 | $800,000 | $2,600,000 |
| Cumulative (upside case) | $200,000 | $1,200,000 | $3,600,000 |
Retail figures assume 1 kg of ingredient converts to 33.33 bottles, a $350/kg ingredient cost paid to NewCo Manufacturing, and $10/bottle for encapsulation, bottling & labeling — excluding shipping, marketing/CAC, platform fees and returns. Pure processing revenue for DLT, with no ingredient cost or inventory risk on DLT's side.
Key risks, stated plainly
The science must confirm
Early laboratory and animal research is promising but not yet proven in humans. The clinical study is the pivotal event — and the reason the raise is structured to validate before it scales.
Effect is supportive, not pharmaceutical
This is a natural product that supports the body's own pathway. It is positioned honestly as wellness support, not as a replacement for medication.
Execution & partnership
Success depends on securing and serving brand partners, and on disciplined manufacturing scale-up.
Trade-secret protection
The moat depends on maintaining confidentiality of the process — protected by controls, contracts, and the difficulty of replication.
Let's talk.
We welcome the opportunity to discuss NewCo's science, market position, and path to a defensible, category-leading ingredient platform.