The news: Novo Nordisk and Eli Lilly are partnering with online healthcare company Mangoceuticals to offer their weight loss drugs to cash-pay customers at manufacturer-set discounts.

Eligible patients who receive prescriptions through Mangoceuticals’ telehealth providers will be able to access Zepbound and Wegovy. A $99 per month membership covers unlimited telehealth visits, health coaching, and medication management. The GLP-1 drugs cost an additional $499 per month with free home delivery—about half their list prices.

Why it matters: Mangoceuticals has sold compounded GLP-1s, but is now partnering with two drugmakers that have strongly opposed compounding. For context, numerous companies were selling compounded GLP-1s (aka copycat drugs) last year when Lilly’s and Novo’s brand-name medications were in short supply. Shortages ended earlier this year, but compounded drugs are still legal as long as they aren’t exact replicas of branded drugs.

Lilly even took legal action against Mangoceuticals late last year. Lilly’s lawsuit alleges that Mangoceuticals improperly copied its GLP-1 drugs Zepbound and Mounjaro by selling an oral version (which it appears to have dropped). However, the company is apparently offering an oral version of Novo’s GLP-1. For context, there is no FDA-approved oral form of tirzepatide, and the only oral form of semaglutide is sold by Novo under the brand name Rybelsus.

Implications for sellers of compounded GLP-1s: After Novo and Lilly dropped their weight loss drug prices via a deal with the Trump administration, we predicted the shrinking price gap between FDA-approved GLP-1s and knockoffs would spur more partnerships between compounders and drugmakers. It’s already starting to happen. We assume that Mangoceuticals will soon drop its oral semaglutide product to stay in Novo’s good graces.

Companies that have been selling compounded GLP-1s will soon lose their pricing advantage, with many now hoping that Lilly and Novo will view them as valuable distribution partners for expanding weight loss drug access. Compounded GLP-1 sellers should also look to expand into other high-demand prescription categories—such as men’s, women’s, and sexual health—to offset expected sales losses as copycat weight loss drugs lose their market appeal.

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