Consumers may be drawn to unregulated peptide products for now, but long-term brand success in this space will depend on transparency and clear education.

Steady telehealth use among patients supports many market players, but winners will pair Rx access with user experience, AI, and caring providers.

Wisp acquires TBD Health to scale nationwide, adding clinics and diagnostics to meet rising demand for virtual care among women.

More than a third of patients will switch doctors who don’t modernize the experience.

Novo and Lilly prohibit telehealth partners from offering compounded GLP-1s, eroding compounders’ ability to distribute.

Women use more healthcare, spend more on prescriptions, and are spurring telehealth companies to deliver tailored virtual services.

Pharma, startups, and the federal government piled into virtual care with new platforms and partnerships.

35 state attorneys general are pushing Meta for tighter enforcement of its advertising policies amid a “surge of misleading marketing for weight loss products” on Facebook and Instagram. The state AGs’ letter will surely get the attention of the FDA, meaning telehealth marketers must ensure they aren’t specifically promoting GLP-1s to people who don’t meet the clinical criteria or using messaging that body shames. Meanwhile, social media companies and advertising platforms need to strictly enforce transparency disclosures on AI-generated ads while closely reviewing all weight loss drug promotions, given the risks of misleading claims and unrealistic expectations.

Digital health company Noom is rolling out a new program that will combine microdoses of GLP-1 medications with at-home testing. With brand-name GLP-1 prices dropping, telehealth players in the weight loss drug space need a new strategy to attract and retain members. The GLP-1 microdosing wave gives them that opportunity, opening access to far more patients beyond those who are overweight and obese. With similar capabilities now offered by D2C healthcare companies like Hims, Noom, Ro, and WeightWatchers, differentiation will hinge on cost and accessible coaching/support—especially guidance through untested areas like microdosing weight loss drugs.

Online healthcare companies are increasingly marketing GLP-1 prescriptions to people who aren't overweight or obese, according to a recent Bloomberg story. Federal regulators are starting to crack down on telehealth platforms for their compounded GLP-1 ads. So far, the FDA and FTC have targeted companies claiming their copycat weight loss drugs are the same as brand-name versions and that allegedly mislead consumers with misrepresented products and reviews. These actions could signal that the feds will next go after entities that advertise GLP-1s for unapproved uses, such as for cosmetic purposes for people whose BMI isn’t at least 27.

GoodRx is launching a weight loss telehealth membership plan and discounting the cash-pay price for low doses of Novo Nordisk’s Ozempic and Wegovy to $199 per month. GoodRx is newer to telehealth, but already making waves and forging closer relationships with drugmakers.

Hims & Hers is offering prescription microdoses of compounded GLP-1 semaglutide, joining other telehealth companies touting mini doses with lower costs and fewer side effects. As patients and providers move to try lower-cost doses with fewer side effects, some demand may shift from full-strength prescriptions. That puts pressure on Novo and Lilly to engage physicians around maintenance dosing and longer term patient retention strategies.

Health insurer Highmark Health will cover the cost of Noom’s weight management programs as part of plan members’ medical benefits starting next year. Digital health tools like Noom offer a solution to rising healthcare costs for insurers and employers, but they must boost member engagement to deliver ROI for customers. The companies should collaborate on targeted outreach—using AI and analytics to identify eligible members, promoting no-cost programs via text and email, and highlighting benefits through clear messaging, case studies, and testimonials.

Hims & Hers is expanding into a new men's health category by offering treatments for low testosterone. But it will need to navigate strict FDA oversight. The FDA has previously warned companies against exaggerated claims, stating that these treatments are only approved for men with low testosterone caused by specific medical conditions—not for general symptoms like fatigue from normal aging. Marketers must educate consumers on the FDA-approved status of their products, make it clear that a blood test will determine eligibility for a subscription, and avoid generalized messaging about the treatments' benefits for low energy or tiredness.

Novo Nordisk is cutting 9,000 jobs—11% of its workforce—as it aims to regain its lead in obesity drug sales against Eli Lilly and telehealth companies. The layoffs mark another shift for Novo in a turbulent year. CEO Mike Doustdar is only about a month into the role after the previous CEO stepped down amid plummeting stock prices and sales. Though Novo lost the GLP-1 market lead to Lilly, it can regain ground if its weight loss drug pill gains approval ahead of Lilly’s oral option and executes a strong launch. It should focus on reinvesting layoff savings into commercial efforts for what will be the first GLP-1 pill for weight loss.

WeightWatchers launched a new menopause program with Queen Latifah as its spokesperson. This move is part of a larger strategy to expand into the clinical healthcare and prescription medication markets. To succeed against rivals like Hims & Hers and Noom, WeightWatchers needs to offer competitive pricing and secure more partnerships with major pharmaceutical companies to help raise awareness of its new focus in the growing wellness sector.

The situation: The compounded GLP-1 market isn’t dying down as quickly as previously expected. Our take: Online healthcare companies are getting crafty with how they market and sell compounded GLP-1s. Novo and Lilly will keep experimenting with legal tactics to get copycat GLP-1s off the market, but their path to victory in court is unclear. Short of the FDA stepping in—and it doesn’t seem like it will—the battle of pharma vs. compounded weight loss drug sellers will get even messier.

Noom expands into hormone replacement therapy: Companies must tread carefully as they enter a new prescription drug segment that comes with medical risks.

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.