The news: A majority of GLP-1 weight loss drug consumers are now staying on the medications for more than a year, per an annual Prime Therapeutics analysis. The Prime study includes 5,780 people via healthcare claims over three years; the mean age was 47 and 80% were women. The final word: Adherence rates longer than a year validates the idea that prescription weight loss GLP-1s, and newer drugs on the way, are here to stay as chronic disease treatments. It shifts typical weight loss marketing from cyclical—keep your New Year’s resolution or lose weight for your wedding—to medical and consistent.

The news: Novo Nordisk is terminating its short-lived partnership with Hims & Hers. The drugmaker is accusing Hims of illegally selling knockoff versions of Wegovy, while deceptively marketing its compounded GLP-1 products. Our take: Hims will likely regret its refusal to cooperate with Novo and Eli Lilly, who have taken control of the D2C weight loss drug market.

The data: Around 2 in 5 employers and health plans will never consider covering GLP-1 drugs for obesity, according to a June 2025 report from Pharmaceutical Strategies Group. Our take: We don’t think a lack of insurance coverage for GLP-1s will lead to a market slowdown. Less generous insurance coverage of the drugs will force companies operating in the competitive cash-pay GLP-1 space to continue offering temporary discounts or lower their prices altogether.

The news: Novo Nordisk is partnering with AI drug discovery company Deep Apple Therapeutics to discover and develop new cardiometabolic drugs, including for obesity. The takeaway: Novo is not the biggest loser in the GLP-1 weight loss category, but it’s trailing Lilly in drug effectiveness, market value, and more importantly public perception. It’s critical for Novo to come up with new and better weight loss drugs—hence the deal with Deep Apple—but also polish its brand with consumers. A new CEO and new marketing direction could garner Novo some much-needed cachet.

The news: Eli Lilly said it won’t partner with telehealth companies that sell compounded weight loss drugs. Our take: Lilly’s demand may signal that it’s in a better position in the weight loss drug market than Novo to play hardball with industry partners such as Hims & Hers.

The insight: Growing GLP-1 usage could reduce McDonald’s annual sales by as much as $428 million, or 1% of system sales, according to an analysis by researchers at Redburn Atlantic. The impact could widen to 10% or more “over time,” the analysts wrote, for brands like McDonald’s that are “skewed toward lower-income consumers or group occasions.” Our take: GLP-1s are just one of the many factors influencing what consumers eat. With economic uncertainty looming large, financial concerns are the biggest consideration for the majority of consumers—which is why households are choosing to eat at home more often and increasingly opting for private labels at the grocery store.

The news: Digital health startup Virta Health is guaranteeing that its employer and health plan customers won’t increase spending on GLP-1 drugs for their members. Our take: Virta’s financial guarantee will likely catch the attention of employers and insurers, but it could quickly backfire from a financial perspective if it’s unable to curb GLP-1 prescription volume.

The trend: Consumers who take weight loss drugs are eating less and consuming healthier foods when they’re on the medication. Our take: This behavior change is driving a slew of food sellers and CPG brands to develop product lines and reformulate items with GLP-1 users in mind.

Tens of millions of Americans will use weight loss drugs in the coming years. Here’s what pharma, food and beverage, wellness, and fitness brands and marketers need to know about GLP-1 patients’ changing behaviors alongside their medication use.

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.

Novo Nordisk’s CEO steps down: Investor panic and a slumping stock may have been driving factors. Despite falling behind Eli Lilly in the weight loss drug market, recent moves around oral GLP-1 development put Novo in a strong position.

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.

CVS puts Novo Nordisk’s Wegovy (not Lilly’s Zepbound) on commercial drug formularies: Market reaction to the decision affirms how much influence PBMs like CVS Caremark have over prescription drug access. Eli Lilly may need to explore creative pricing strategies to improve access to Zepbound.

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.

The compounded GLP-1 market suffers another setback as Novo wins court case: Ads on social media for compounded weight loss drugs are still prevalent. But they’ll soon be subject to stricter regulatory oversight now that Big Pharma’s brand-name GLP-1s are available again.

GLP-1 users improve their health habits: Patients on the meds exercise more and eat better. Health and wellness brands have an opportunity to build relationships with consumers who are seeking health-focused products and services.

Eli Lilly sues telehealth companies over compounded weight loss drugs: Lilly is leaving no stone unturned when it comes to building a legal case to prevent compounded tirzepatide from being prescribed and sold.

Medicare and Medicaid won’t have to cover GLP-1s for weight loss: The Trump administration rejected a proposal that would have improved access to the drugs for millions of Americans. The consequences will be greater for patients than for Big Pharma.

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.

Consumers are turning to digital channels for medical information and advice and to research healthcare products, treatments, and services. Here’s what healthcare and pharma marketers need to know about converting information-seeking consumers into customers.