GLP-1 TV · News & media · views checked Oct 2026
Hims Wants to Keep Mailing You Copycat GLP-1s. It’s Getting Trickier. | Big Take
Our summary
This Big Take episode from Bloomberg News, hosted by David Gura, looks at how the telehealth company Hims & Hers moved into compounded GLP-1 weight loss shots and what could come next now that the shortage has ended. Bloomberg healthcare reporter Madison Mueller explains that Hims began with hair loss and ED treatments and later added weight loss drugs. According to the episode, it announced its compounded version in May 2024 at $199 a month, and its stock rose almost 40%. Morgan Stanley is cited as saying GLP-1s made up 30% of Hims's $481 million in fourth quarter 2024 revenue.
General education as published by the channel. Not medical advice, and not an endorsement.
Where semaglutide costs least today
The three cheapest partner programs for semaglutide, all in per month, checked weekly. Brand Ozempic and compounded versions are different products; each row says which it is.
What else the video covers
Mueller says owning two compounding pharmacies helps Hims price below the brand-name drugs. She describes compounded versions as vials with syringes, not the patented injector pens, and says they are not FDA approved and are not tested the same way. The FDA declared the shortage over in February 2025, which ended permission to make exact copies. She says Hims and other telehealth firms now rely on personalization, such as lower doses or added ingredients for individual patients. Hims also announced a partnership with Novo Nordisk in April to sell Wegovy at a discount, but Novo ended it less than two months later, according to the episode.
The episode says Hims's latest earnings fell short of Wall Street estimates. Mueller notes that Hims believes personalization is legal, while Novo Nordisk and Eli Lilly disagree. She adds that the drugmakers are now copying telehealth models with direct to consumer offerings, and that analysts are sharply divided on Hims.
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.
- 1:05 Mueller says Hims began with hair loss and ED treatments before adding weight loss shots as the next big product.
- 3:35 Hims priced its compounded GLP-1 at $199 a month, and Morgan Stanley says GLP-1s were 30% of its $481 million fourth quarter 2024 revenue.
- 4:40 Mueller says owning two compounding pharmacies lets Hims sell at a deep discount, with vials and syringes in place of patented pens.
- 6:43 After the FDA ended the shortage in February 2025, Hims turned to personalized doses and ingredients and a Novo Nordisk partnership.
- 9:17 Novo Nordisk ended the partnership with Hims in under two months, and Hims's latest earnings missed Wall Street estimates.
- 12:42 Mueller says analysts are split on Hims, and drugmakers are launching their own direct to consumer options.
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.
- Side effects mentioned
- hair loss
- Prices mentioned
- $199 a month
- Who is speaking
- News or media
Questions this video answers
Why did Hims start selling compounded GLP-1 shots?
According to the episode, compounded versions are allowed when brand-name drugs are in shortage, and Wegovy went into shortage in late 2022. Hims announced its own version in May 2024 at $199 a month.
What happened to compounded GLP-1s when the FDA shortage ended?
The episode says the FDA declared the shortage over in February 2025, so compounders could no longer make exact copies. Mueller explains that telehealth firms, including Hims, continued by personalizing drugs for individual patients, such as using lower doses or adding other ingredients.
Why did the Hims and Novo Nordisk partnership end?
Mueller says Novo Nordisk ended the deal in a press release less than two months after the April announcement. She says Novo believed Hims would wind down its compounding and that Hims kept marketing compounded versions.
How are compounded GLP-1 shots different from Ozempic or Wegovy?
Mueller says compounding pharmacies mix the drugs from active ingredients and sell a vial with a syringe, not the patented injector pens. She adds that they are not FDA approved and are not tested for safety and efficacy in the same way.
Videos on the same question
The closest videos in the library by what is said in them, not by title.
Weighing HIMS GLP-1 Trends, NVO Partnership & Other BusinessesIn this Schwab Network interview, the host asks Michael Churnney, a senior research analyst at Laring Partners, about Hims & Hers' latest quarterly results.
HIMS Core Business Faces Challenges in Guidance, GLP-1 Prices & NVOThis Schwab Network segment features two analysts discussing Hims and Hers after its latest quarterly report: Christine Short, head of research at TMX Data Links, and Brian Tanquilut, managing director for healthcare research at Jefferies.
Don't place your hopes on Hims & Hers GLP-1 business, says Jim CramerIn this Mad Money segment, Jim Cramer reviews Hims & Hers Health, a digital health platform that, according to the video, covers sexual health, skin care, mental health and weight loss.
Can Hims Help You Get Slim?According to the video, Hims and Hers, a publicly traded company, is offering to sell compounded GLP-1 injections.
HIMS Growth Potential, Weight-loss Drug PipelineThis Schwab Network segment features Raul Shaw, CEO of Doc Shaw Financial, discussing Hims & Hers' latest quarterly results.
Read next
Our guides closest to what this video covers, with prices checked weekly.
- Is Hims legit? What its GLP-1 program costs, what reviews say, and its FDA record
Yes. Hims & Hers is a real, licensed telehealth company, and as of October 2026 its weight-loss program sells FDA-approved brand-name GLP-1s: the Wegovy pill starts at $149 a month for the medication, plus a membership of $39 for the first month and $149 a month after, so about $298 a month from month two. It scores 2.9 on Trustpilot across 9,517 reviews, and FDA sent it a warning letter in September 2025 over compounded semaglutide marketing claims.
- TrumpRx GLP-1 prices: what Wegovy, Zepbound, Ozempic and Foundayo cost there
TrumpRx.gov does not sell GLP-1s. It lists each maker's own cash price and passes you to the maker: a Novo coupon you show at the pharmacy, or LillyDirect for Lilly's drugs. On 8 October 2026 it showed the Wegovy pill at $149 to $299 a month by dose, the Wegovy pen and Ozempic at $199 for two new-patient fills then $349, Zepbound at $299 to $449 and Foundayo at $149 to $299. Those match what NovoCare and LillyDirect publish, and they are cash only.
- Every GLP-1 pill you can actually get, and what each one costs
Four swallowable GLP-1s exist now, and three of them launched in 2026. Rybelsus, the Wegovy pill and the Ozempic pill are all semaglutide in a tablet but are approved for different things; Foundayo is a different molecule entirely and the only one with no food or timing rules. Two are for weight, two are for type 2 diabetes, and the cheapest thing on most rankings is not any of them. Here is the whole landscape, with what each actually costs.
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