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.

Among patients newly prescribed GLP-1s for obesity, 90% either never start therapy or discontinue within a year. Novo and Lilly are using their direct-to-consumer online pharmacies to improve adherence, giving them clearer insight into why patients don’t fill or refill prescriptions to offer targeted support. Beyond that, drugmakers should work with their telehealth partners and pharmacies to give patients resources on managing side effects, navigating insurance issues, and understanding why maintenance dosing remains important after achieving some weight loss.

Novo Nordisk has applied for approval of a higher-dose version of its weight loss drug Wegovy using a special FDA review pathway for a faster decision. Novo’s move to introduce a higher-dose Wegovy shifts competitive expectations in the weight loss category in terms of speed and effectiveness, with over 20% weight loss becoming the new benchmark for success.

Eli Lilly became the first healthcare or pharma company to reach a $1 trillion valuation. Pharma’s entry into “the trillion-dollar club” is largely driven by success in the obesity treatment category that’s poised to reshape consumer health and wellness. However, Lilly’s particular rapid growth signals that while first-mover advantage in a high-demand disease area matters, it doesn’t guarantee staying on top. Pharma manufacturers can make up for not being first by committing to innovative drug development that drives more efficacious products, pursuing new clinical indications, and correctly anticipating market developments that may impact supply and demand.

Starting next year, Novo Nordisk and Eli Lilly will sell their weight loss shots directly to employers, cutting out pharmacy benefit managers, per Bloomberg. This move further signals drugmakers’ push into direct sales, both to consumers and employers. More businesses will likely cover obesity drugs for their workers if they can achieve greater cost control of their offered benefits. And pharma supply chain middlemen could feel mounting pressure to shift further away from the prescription drug rebate model that so many in the industry decry.

Novo Nordisk is dropping the cash-pay price of its blockbuster GLP-1 drugs Wegovy and Ozempic from $499 per month to $349 for existing patients. Novo is betting on lower prices to lure some patients away from Zepbound. However, Lilly’s D2C strategy for Zepbound is working—the drugmaker said that about 35% of new Zepbound prescriptions are from the self-pay channel. It’s a signal that most patients who are prescribed Zepbound aren’t asking to switch to Wegovy. That could shift if the price gap between the two drugs widens.

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.

Hours after online healthcare company Mangoceuticals claimed partnerships with Novo Nordisk and Eli Lilly to provide discounted weight loss drugs to cash-pay customers, both drugmakers denied any affiliation. As GLP-1 compounders lose their pricing edge, smaller players must resist overstating their ties to Novo and Lilly. While any healthcare provider can prescribe Lilly’s or Novo’s GLP-1s, manufacturer-set discounts won’t be made available to companies that engage in misleading marketing.

Hims & Hers said on its recent earnings call that it’s in active talks with Novo Nordisk to make Wegovy available on Hims’ platforms. Hims and Novo both have an incentive to reignite their partnership. Hims’ pricing edge in the GLP-1 market is fading, while Novo could use GLP-1 sales from Hims’ sticky customer base to make up some of the market share it has recently lost to Lilly.

Novo Nordisk and Eli Lilly struck a deal with the Trump administration to lower GLP-1 prices in exchange for expanded Medicare and Medicaid coverage. It’s by far the most consequential pharma agreement to date For Novo and Lilly, it’s a tradeoff: lower prices for higher patient and prescription volume—a bet that should pay off over time, especially since tariff relief is part of the deal.

Facing slowing GLP-1 drug sales, Novo Nordisk lowered its full year sales forecast for the third time this year as it continues to lose ground to Eli Lilly in obesity and diabetes. Novo’s next opportunity to close the gap with Lilly lies with the Wegovy pill. Novo is set to be first to market with a next generation weight loss pill and a potential new swath of customers who don’t like needles or prefer the convenience of a pill.

Eli Lilly and Novo Nordisk are closing in on deals with the Trump administration that would exchange deep discounts on their weight loss drugs for coverage under Medicare, per Endpoints News. Millions of Medicare recipients could become new weight-loss drug customers with the federal program on the hook for the cost.

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.

Novo Nordisk entered the escalating acquisition battle for Metsera with a rival offer of up to $9 billion, topping Pfizer's earlier $7.3 billion bid. The Metsersa takeover clash signals how difficult and costly it will be for some companies to enter the weight loss drug category through M&A. Developing novel obesity drugs that offer a significant advantage over current GLP-1s is challenging (see: Pfizer), but it could be the better option for some pharma firms that want to avoid potentially messy, drawn-out bidding wars.

Eli Lilly is already manufacturing its not-yet-approved GLP-1 pill for weight loss in anticipation of strong global demand next year. Lilly’s proactive approach puts them in the lead for now, but the GLP-1 and next generation obesity drug market is still in the early stages. Drugmakers need to focus on value-priced messaging and creating accessible weight loss drug brands.

elehealth company Ro is betting a new “food noise” assessment tool will give its patients and pharma partners new data insights for obesity care. As the term food noise gains recognition in consumer health, obesity and weight management marketers can shape early understanding and trust. Clear, evidence-based education campaigns that define food noise as a measurable symptom and not a failure of willpower, can reduce stigma and strengthen patient engagement.

One in five employers cover GLP-1 drugs for weight loss in 2025, and larger employers are more likely to cover these medications, per KFF’s latest Employer Health Benefits survey. The significant year-over-year (YoY) jump in GLP-1 coverage among the largest companies signals a key shift: the employer debate is moving from whether to cover weight loss drugs to how to do so sustainably.

President Donald Trump remarked late last week that the cost of brand-name GLP-1 drugs could drop to $150 in the US. Trump didn’t detail which insurance markets the lower-cost GLP-1s would apply to, or how he plans to force Novo Nordisk and Eli Lilly to drop their prices. With prescriptions surging, GLP-1 drugmakers must prepare for tougher scrutiny and calls from the government, doctors, and patients alike to make treatments more affordable. Pharma marketers should intensify messaging around their weight loss drugs being cost-effective over the long haul by preventing more serious chronic diseases.

Novo Nordisk is partnering with Costco to offer the retailer’s members Ozempic and Wegovy for $499 per month, or about half off what the medications cost patients without insurance. Novo tapping into Costco’s customer base of over 100 million US cardholders is a savvy play, especially considering that Costco members skew toward higher-income compared with shoppers generally. Novo and Costco can specifically market to new mothers and families broadly who may be struggling with weight gain due to their busy lives.

GoodRx is partnering with Kroger pharmacies to roll out a medication savings program for branded drugs, including Novo Nordisk’s Ozempic and Wegovy. Kroger has a great opportunity to market healthy food offerings through its grocery business to people picking up GLP-1 prescriptions at its pharmacy. This might involve pharmacist-led medication management, tailored marketing for store products that support GLP-1 use (e.g., high-protein, low-calorie, fiber-rich), and access to nutrition guidance and resources.