Hims & Hers expands in Europe via telehealth acquisition: Hims purchased a company with a similar business model overseas. We believe it’s a sign that Hims is losing its competitive advantage in the US weight loss drug space.

Hims & Hers pushes for partnership with Eli Lilly to sell discounted Zepbound: Hims recently inked a similar deal with Novo, and we think the market opportunity is too big for Lilly to pass up.

Novo Nordisk and Hims go from competitors to partners: The deal signals Novo’s desire to capture patients transitioning off compounded GLP-1s. All eyes turn to Eli Lilly, which at last check said it’s not affiliating with Hims.

Hims to offer brand-name GLP-1s despite snub from Eli Lilly: Hims appears to have burned bridges with the two biggest GLP-1 drugmakers and consequently could lose customers to rivals selling weight loss drugs at a discount.

Eli Lilly’s Oscars commercial slams unapproved drugs like compounded GLP-1s: The ad could help pharma companies rebuild trust with consumers.

Hims & Hers will still sell compounded semaglutide to some patients: The company isn’t ready to admit defeat in the battle between compounded GLP-1 sellers and Big Pharma. But Hims’ competitive advantage in the weight loss drug market is getting weaker.

The Ozempic shortage is over: We explore how an FDA decision impacts compounded weight loss drug sellers like Hims & Hers and patients who are prescribed GLP-1s.

Hims & Hers moves into at-home testing: Its recent acquisition of a small lab testing company could have a big payoff.

Everyone is talking about Hims’ Super Bowl weight loss drug ad: The reaction has been largely negative. We examine why it’s a gamble that will likely pay off for Hims.

​​Hims blames drugmakers for high GLP-1 prices in Super Bowl TV spot: It’s a bold—and expensive—move for Hims, especially considering the uncertain future of compounded weight loss drugs and doctors’ growing apprehension of how these treatments are marketed and sold.

Sanofi’s Opella secures FDA nod to pursue OTC Cialis study: If Cialis’ shift from a prescription drug to over-the-counter product comes to fruition, both consumers and D2C retailers could benefit.

Healthcare and pharma companies will lean further into D2C in 2025: They’re cutting out health insurers and PBMs that bottleneck patient access to their products and services. But the industry’s push into D2C won’t be met without challenges.

The battle between Big Pharma and D2C weight loss drug sellers will intensify in 2025: We explore the competitive GLP-1 drug market and detail what’s at stake for drugmakers and D2C companies selling compounded weight loss medications.

Healthcare and pharma companies are embracing D2C business models to get their medications, treatments, and services to more consumers without industry middlemen restricting access. Concurrently, patients are becoming more price-conscious healthcare shoppers, propelling more D2C activity next year.

Eli Lilly and Ro join forces to offer lower price vials of Zepbound: Seeing competitors become business partners may seem surprising, but we detail why the deal makes sense for both parties.

Amazon’s telehealth service offers upfront pricing for Prime members: This puts it in direct competition with companies like Hims & Hers and Ro. Here’s why they should be worried.

Hims to offer a generic GLP-1 in 2025: It’s preparing for headwinds if the FDA halts compounded versions of weight loss drugs. But we think its diverse D2C offerings and strong subscriber growth should help insulate it financially.

Novo asks FDA to ban compounders from making GLP-1 copies: The drugmaker argues Ozempic’s key ingredient is too complex to make safely, even during shortages. With patient access to affordable GLP-1s on the line, the FDA has a difficult decision to make.

Eli Lilly’s GLP-1 medication shortage ends: The host of players who offer compounded versions of the blockbuster drugs don’t have to worry—yet.

Kourtney Kardashian’s Lemme rolls out “GLP-1” weight loss supplement: The move is ingenious from a marketing perspective. But the brand could find itself in drugmakers’ crosshairs with already confusing marketing about the supplement’s key ingredient.