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$HIMS · Hims & Hers + Novo Nordisk: Everything You Need to Know | $HIMS $NVO
now playing · $HIMS
$HIMS···bullish· high· postravis hoium
Hims & Hers settles with Novo Nordisk, removing litigation risk and adding branded GLP-1s to platform
The settlement eliminates FDA and litigation overhang, adds FDA-approved Ozempic/Wegovy at competitive self-pay prices, and positions HIMS as a distribution platform for future ob…
$NVO···neutral· mediumtravis hoium
Novo Nordisk drops lawsuit and partners with Hims & Hers to distribute Ozempic/Wegovy at self-pay prices
Novo Nordisk had no economic incentive to prolong litigation for years; the partnership secures distribution through a growing telehealth channel at ~$199-200/month self-pay prici…
$LLY···bullish· mediumtravis hoium
Eli Lilly partnership with Hims & Hers for retatrutide and tirzepatide is the next key catalyst to watch
If HIMS secures a similar deal with Lilly for tirzepatide and the potential trillion-dollar drug retatrutide, it would create a comprehensive branded GLP-1 portfolio across pill a…
$RObearish· mediumtravis hoium
Ro faces competitive disadvantage vs Hims & Hers due to higher membership fees on top of similar GLP-1 pricing
Ro charges $45/month first month then $145/month membership on top of ~$200 GLP-1 pricing, making total cost 30-40% higher than HIMS which has no membership fee, giving HIMS a str…