GLP-1 TV · Patient story · views checked Oct 2026
Hims & Lilly's Tirzepatide: Perfect Match? What if Cmpnded Sema clients all switch to LLY's Tirze...
Patient story
Our summary
According to the video, the creator reacts to a Bloomberg report that Hims is partnering to offer branded GLP-1s, specifically Zepbound (tirzepatide) from Lilly. The creator says Hims stock rose almost 10% on the news before falling back, and that short-term moves do not matter to long-term investors. They note Hims offered compounded semaglutide rather than compounded tirzepatide, so in their view Hims never took sales from Lilly and has a good-faith basis to negotiate. They say they find no sign of a partnership with Novo, despite what some people on Twitter suggest.
One person's experience, in their words. Not medical advice.
Where semaglutide costs least today
The three cheapest partner programs for semaglutide, all in per month, checked weekly.
What else the video covers
The creator argues that branded offerings could push Hims weight loss revenue above the $725 million guidance for 2025, since that guidance assumed some customers would be lost and never included a commercial product. They say customers moved from compounded to branded versions could face a price about 2.5 times higher, and that Hims could then steer them toward liraglutide, an oral option, or a combination of the two. They also speculate that Hims could offer only tirzepatide and tell semaglutide users to stay on it at $1,900 or switch to Lilly, and they add that Novo's Danish base could be a risk if tariffs come into play.
The creator also points to the website now showing injector pens instead of vials and syringes. They say pens could be a selling point for daily liraglutide at $299, and that the $499 Lilly vial version does not include a pen, which they believe is covered by a separate patent expiring around 2027. They conclude Hims has strong negotiating power and that this is bullish for the stock, and they state the video is entertainment and not investment or financial advice.
Our summary of what is said, in our words. Doses, results and prices are the speaker’s, not advice.
Takeaways
The main points, in the order they come up. Tap a time to play from there.
- 0:00 The creator says a Bloomberg report on Hims offering branded Zepbound lifted the stock almost 10% before it eased back.
- 0:31 The creator says Hims never compounded tirzepatide, so it has no conflict with Lilly and can negotiate in good faith.
- 2:22 The creator says branded offerings may push Hims weight loss revenue past the $725 million 2025 guidance, which assumed customer losses.
- 6:31 The creator speculates Hims might offer only tirzepatide and tell semaglutide users to stay at $1,900 or switch to Lilly.
- 8:14 The creator says the move to injector pens, rather than vials and syringes, could help sell daily liraglutide at $299.
- 10:18 The creator concludes Hims is in a strong negotiating position with Lilly and calls it bullish for the stock, not financial advice.
Key moments
From the creator's own chapters. Tap one to play from there.
What the video says
As stated in the video, not checked by us. Doses and results are the speaker’s, not advice.
- Medication
- semaglutide and tirzepatide
- Prices mentioned
- $1900 a month and $499 a month
- Who is speaking
- Patient
Questions this video answers
Is Hims & Hers partnering with Lilly to sell Zepbound?
According to the video, a Bloomberg article reported a Hims partnership on branded GLP-1s, specifically Zepbound (tirzepatide). The creator says they find no sign of a direct partnership with Novo.
Why does the creator think Hims can work with Lilly?
The creator says Hims never sold compounded tirzepatide and only compounded semaglutide, so it never took sales from Lilly. In their view that gives Hims good standing to negotiate.
How might branded GLP-1s affect Hims weight loss revenue?
The creator says the $725 million 2025 weight loss revenue guidance assumed lost customers and did not include a commercial version. They think branded offerings could lift revenue above that figure.
Why do injector pens matter for liraglutide, according to the video?
The creator says liraglutide is a daily injection, and many people find vials and syringes scary. They say a pen at $299 could be a major selling point.
Videos on the same question
The closest videos in the library by what is said in them, not by title.
Zepbound (Tirzepatide) DIRECT From Hims/Hers?!According to the video, Hims and Hers has announced it will sell branded Zepbound, Eli Lilly's GLP-1 weight loss drug, on its platform.
Hims Stock Down -11% as GLP-1 Shortage Ends for Drug that Hims STILL DOESN'T SELL and NEVER SOLD!The creator of the Beat The Denominator channel says Hims stock fell 11% after the FDA moved tirzepatide off its drug shortage list, even though, according to the video, Hims does not sell tirzepatide and never has.
END OF TIRZEPATIDE COMPOUNDING? FDA Removes Zepbound and Mounjaro from Shortage List!In this short video, Dr. Christy Risinger explains what it means that the FDA has taken tirzepatide, sold as Zepbound and Mounjaro, off its drug shortage list.
Ultimate Zepbound Showdown: Zep vs Compounded TirzepatideChristopher Durham, host of the DOWNSIZED channel, compares his experience with branded tirzepatide (Mounjaro and Zepbound) and compounded tirzepatide from telehealth providers.
About Beat The Denominator
Patient story, 23.9K subscribers. 5 of their videos are in GLP-1 TV, 13.4K views between them, mostly on Ozempic, Mounjaro.
- LifeMD Crashes -27% on GLP-1 Fears... Why I'm Buying The Dip! (LFMD Stock Analysis)
- Hims Stock Down -11% as GLP-1 Shortage Ends for Drug that Hims STILL DOESN'T SELL and NEVER SOLD!
- Deep Dive on GLP-1s: Hims, Lilly, and Novo Nordisk. Are GLP-1s A Bigger Story Than Just Weight Loss?
Read next
Our guides closest to what this video covers, with prices checked weekly.
- What is Zepbound? Tirzepatide explained: what it treats, how it works, and what it costs
Zepbound is Eli Lilly's brand of tirzepatide, a once-weekly injection that acts on two hormone receptors, GIP and GLP-1. The FDA label approves it, with diet and exercise, for weight reduction in adults with obesity or overweight plus a weight-related condition, and for moderate to severe obstructive sleep apnea in adults with obesity. In the SURMOUNT-5 trial it produced 20.2% average weight loss at 72 weeks against 13.7% for semaglutide. Lilly sells it self-pay from $299 a month.
- Compounded tirzepatide: what it is, what FDA says now the shortage is over, and what it costs against Zepbound
Compounded tirzepatide is Zepbound's molecule made by a licensed pharmacy rather than Lilly, sold through telehealth programs from $85 a month on our board against Lilly's $299 to $699 ($449 on the KwikPen from 7.5 mg with on-time refills). It is not FDA-approved, and the legal ground under it has shifted: FDA says tirzepatide no longer appears on its shortage list, which was the condition that let pharmacies compound copies of an approved drug at scale. What remains is compounding for individual patients, FDA's list of specific concerns about how these products are dosed, shipped and labelled, and a price gap large enough that most cash buyers take the trade anyway. This page sets all of that out.
- Generic tirzepatide: there is none, the patent runs to 2036, and here is what costs less today
There is no generic tirzepatide, generic Zepbound or generic Mounjaro, and FDA's Orange Book shows why: Lilly's patent on the molecule runs to May 13, 2036, with formulation and use patents to 2039 and 2041. Until then the legal routes are Lilly's own self-pay prices, from $299 a month for Zepbound, and compounded tirzepatide, which is not FDA-approved and starts at $85 a month on our board.
Find more like it
Injection techniqueCost and insurance
Up next
More from this collection
Watched it? See what it costs.
Every GLP-1 program we track, ranked by what actually leaves your account.