compounded oral semaglutide
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NVO, LLY Stocks Slide as HIMS Launches $49 Compounded Semaglutide Pill
ZACKS· 2026-02-06 15:30
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]