Core Insights - Hims & Hers Health, Inc. is entering the weight-loss market with a new compounded semaglutide pill, offering a needle-free alternative to existing injectable options from competitors like Novo Nordisk and Eli Lilly [1][7] Pricing Strategy - The compounded oral semaglutide pill is introduced at an introductory price of $49 for the first month, followed by $99 per month for the subsequent four months, making it a more accessible option compared to the higher-priced injectables [2] Market Impact - Following the announcement of Hims & Hers' new product, shares of Novo Nordisk and Eli Lilly experienced significant declines, indicating potential disruption in their market dominance [3][7] Competitive Landscape - Novo Nordisk's Wegovy and Ozempic have seen commercial success, with Wegovy priced at approximately $149 per month for its starting dose, while Eli Lilly's tirzepatide products have also contributed significantly to its growth [4][6][5] Regulatory Concerns - Novo Nordisk plans to pursue legal actions to protect its intellectual property and has raised concerns about the safety and effectiveness of compounded GLP-1 therapies, which are not FDA-approved [7][8][9] Stock Performance - Hims & Hers stock initially rose but fell by 3.77% by the end of the trading day, while Novo Nordisk and Eli Lilly also saw declines of 8% and 7.8%, respectively, amid broader market reactions [11][12]

Group 1 - Shares in the Danish drugmaker have significantly declined this week due to a weak sales outlook [1] - The decline is further exacerbated by the launch of a Wegovy knockoff [1]

Core Viewpoint - Hims & Hers faces legal action from Novo Nordisk after announcing plans to launch a cheaper version of Novo's weight loss pill, leading to significant stock price fluctuations [1][2] Group 1: Stock Performance - Hims & Hers stock initially spiked by 15% following the announcement but ended the trading session down 3.8%, reaching a 12-month low [1] - In premarket trading on Friday, shares fell an additional 6.7% after Novo Nordisk labeled the action as "illegal" [1] Group 2: Product Launch Details - Hims plans to introduce a Wegovy-style pill containing semaglutide, priced at $49 for the first month with a subscription, increasing to $99 thereafter [2] - This pricing is significantly lower than Novo Nordisk's starting dose price of $149 on its NovoCare website [2]

Group 1 - Novo Nordisk shares experienced a rally on Friday despite a challenging week for the company [1] - The rally is attributed to the potential favorable decision from the Food and Drug Administration regarding a dispute over a copycat drug [1]

Core Viewpoint - Hims & Hers has introduced a weight-loss pill priced at $49 per month, which has created significant attention in the pharmaceutical industry, although the company's shares declined following the announcement [1] Company Summary - Hims & Hers launched a weight-loss pill with an introductory price of $49 per month, indicating a strategic move to penetrate the weight-loss market [1] - Despite the product launch generating buzz, the company's stock performance was negative, ending the day down [1] Industry Summary - The announcement of the weight-loss pill by Hims & Hers has sent shockwaves through the pharmaceutical industry, highlighting the competitive landscape in the weight-loss segment [1]

Core Insights - The article discusses the recent developments in the telehealth weight loss category, particularly focusing on Hims GLP-1 Weight Loss program and the introduction of a compounded semaglutide pill option [6][8][24] - There is a growing consumer interest in prescription weight loss treatments accessed through telehealth platforms, driven by the convenience and accessibility of online consultations with licensed healthcare providers [10][11] Group 1: Hims GLP-1 Weight Loss Program - Hims GLP-1 Weight Loss is a telehealth-based weight management program that connects consumers with licensed healthcare providers for evaluation and potential prescription of weight loss medications [23][24] - The program offers access to various treatment options, including FDA-approved GLP-1 medications like Wegovy and Zepbound, compounded GLP-1 medications, and oral medication kits [24][25] - Compounded medications, including semaglutide in both injectable and oral forms, are prepared by licensed pharmacies but are not FDA-approved, raising concerns about their safety and effectiveness [25][9] Group 2: Consumer Research and Telehealth Access - Increased public interest in telehealth weight loss treatments has led to more consumers researching their options, including understanding the differences between FDA-approved and compounded medications [4][8] - Telehealth platforms typically require a clinical evaluation by a licensed provider before issuing prescriptions, and not all services are available in every state due to varying regulations [12][22][29] - Pricing for the newly announced compounded semaglutide pill option starts at $49 for an introductory month, with variations based on plan and clinical determination [28] Group 3: Regulatory and Safety Considerations - The FDA has emphasized that compounded medications are not evaluated for safety, effectiveness, or quality, which is a critical distinction for consumers [17][9] - Off-label prescribing is common in medicine, allowing providers to prescribe FDA-approved medications for uses not specifically evaluated by the FDA [19] - Consumers are encouraged to consult qualified healthcare professionals for personalized guidance, especially those with complex medical histories or specific health conditions [35][36]

诺和诺德刚刚推出的减肥药片尚未站稳脚跟，就遭遇了一场意料之外的市场挑战。 2月5日周四，诺和诺德股价重挫，此前远程医疗公司Hims & Hers Health推出了诺和诺德减肥药Wegovy片剂的仿制版本， 定价仅为首月49美元，随后每月99美元，远低于诺和诺德的品牌药物149美元的起始月费。 诺和诺德本希望借助新品扭转颓势，但远程医疗公司推出的低价仿制版本迅速搅乱了市场格局，引发了关于药品专利保护 和监管框架的激烈交锋。 诺和诺德发表声明称，Hims此举属于"非法大规模复配，对患者构成重大风险"。公司表示，将采取法律和监管行动，以 保护患者、公司知识产权以及美国药品审批框架的完整性。 受此消息冲击，周四诺和诺德ADR股价跌超8%，竞争对手礼来公司也下跌7.1%。 远程医疗公司抢滩低价市场 Hims的仿制药片对诺和诺德的产品构成威胁。 据路透社报道，这款仿制品采用了"不同的配方和给药系统"，Hims发言人Abby Reisinger表示： 今天提供的复配司美格鲁肽片剂不是Wegovy的本质复制品。 尽管供应短缺已经结束，远程医疗公司本应停止销售仿制品，但它们通过调整剂量或添加成分，使产品被视为与品牌药物 足够 ...

-- Hims & Hers Launches New Pill That Sends Shockwaves Across Weight-Loss Drugmakers' Stocks [Stocks Tumble for 3rd Straight Day][Is the Tech Stock Sell-Off 'Healthy'?][Bitcoin Continues Its Dramatic Decline] [The Job Market Freeze Has Deepened This Winter]- Top StoriesHims & Hers Health said its new weight-loss pill comes with same active ingredient as Novo Nordisk's Wegovy.Hims & HersClose### Key Takeaways- Shares of Eli Lilly and Novo Nordisk tumbled following the announcement, while Hims & Hers shares i ...

Telehealth company Hims & Hers is launching a cheaper, off-brand version of the blockbuster weight loss pill WegovyFILE - This photo shows Novo Nordisk headquarters in Bagsvaerd, Denmark, on Feb. 5, 2025. (Mads Claus Rasmussen/Ritzau Scanpix via AP, File)WASHINGTON -- Telehealth company Hims & Hers said Thursday it will launch a cheaper, off-brand version of the weight-loss pill Wegovy, just weeks after drugmaker Novo Nordisk launched its highly anticipated reformulation of the blockbuster medication.The an ...

Starting today, eligible customers can access treatment plans that include Compounded Semaglutide Pills at a special introductory offer starting at just $49 for the first month.The new Compounded Semaglutide Pill is formulated to protect the active ingredient during digestion and to support absorption.In 2025, Hims & Hers doubled its facility footprint to over one million square feet, integrating advanced pharmacy capabilities, lab testing, and R&D space.Hims & Hers said it adheres to all applicable federal ...