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 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.
Ochsner expands its virtual weight management solution: The health system’s focus on selectively prescribing GLP-1s through affiliated physicians is a discerning financial move.
Which companies are and aren’t threatening health systems? Incumbent providers should be keeping tabs on retail and tech conglomerates instead of telehealth-focused players.
Dozens of digital pharmacies have appeared in recent years, jostling for consumers’ attention alongside the digital twins of national retail chains and mass merchandisers. The threat of recession may send more consumers online, looking for lower prescription prices.
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