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$HIMS · FINALLY! Hims & Hers + Eli Lilly
now playing · $HIMS
$HIMS···bullish· high· postravis hoium
Hims & Hers transitions to platform model with Eli Lilly partnership, membership economics drive bullish thesis
Hims & Hers is shifting from vertical integration to a platform model where low-margin GLP-1 prescriptions attract users to a high-margin $150/month membership, similar to Costco'…
$LLY···neutral· mediumtravis hoium
Eli Lilly partners with Hims & Hers to distribute Zepbound and Found Deo via Lilly Direct
Eli Lilly is leveraging Hims & Hers as a distribution channel for its GLP-1 products (Zepbound vials, QuickPens, and oral Found Deo) through Lilly Direct pharmacy fulfillment, pay…
$NVO···neutral· lowtravis hoium
Novo Nordisk's Ozempic and Wegovy already on Hims & Hers platform as precedent for Lilly deal
Novo Nordisk established the partnership model with Hims & Hers last month for Ozempic and Wegovy, setting the precedent for the new Eli Lilly agreement with similar low-margin pr…