GLP-1 TV · Patient story · views checked Oct 2026
HIMS Slides 25% After NVO Sues Company Over Generic GLP-1 Pills
Our summary
According to the video, a Schwab Network Morning Trade Live segment covers Hims & Hers pulling its compounded semaglutide pill after Novo Nordisk threatened legal action. Reporter Marley Kayden says Novo Nordisk shares were up almost 5% that morning, while Hims & Hers was down more than 26%. She explains that Hims had announced a compounded version of Novo's Wegovy pill the week before, offered at $49, which she says is roughly $100 less than Novo's price for its Wegovy pill through Novo Care.
One person's experience, in their words. Not medical advice.
Where semaglutide pill costs least today
The three cheapest partner programs for semaglutide pill, all in per month, checked weekly. Brand Wegovy pill and compounded versions are different products; each row says which it is.
What else the video covers
Kayden describes the legal background as she understands it. Compounders were able to copy drugs that were in shortage, and semaglutide was short in the US and Europe. She says Novo Nordisk has since expanded manufacturing, including buying a manufacturer for more than $16 billion, and has resolved the supply constraints, which would theoretically close that loophole. She also says the FDA announced what it calls decisive steps to restrict these practices. Citi cut its price target from $30 to $16.50 with a sell rating, and Bank of America cut its target from $26 to $21 with an underperform rating. Kayden says Eli Lilly also traded higher.
In the second half, Charles Moon of Proper Trading Academy gives his view. He calls the outlook for Hims very negative, says other companies such as Eli Lilly might consider lawsuits, and describes a put option trade targeting a drop toward $10. He then turns to the wider market, citing Dow volatility, a pending Supreme Court tariff opinion, delayed jobs data and weak large tech stocks. These are his opinions, not 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.
- 0:31 Kayden says Novo Nordisk rose almost 5% while Hims & Hers fell more than 26% after Hims dropped its compounded Wegovy pill copy.
- 1:33 She says Hims first priced the pill at $49, roughly $100 below Novo's Wegovy pill price through Novo Care.
- 1:33 Kayden explains the shortage loophole for compounding and says Novo's expanded supply and a $16 billion-plus manufacturer purchase would close it.
- 2:33 According to the segment, the FDA plans action against compounders, and Citi and Bank of America both lowered Hims price targets.
- 4:04 Moon says he expects further headwinds for Hims and describes a March put trade aimed at the stock reaching $10 or lower.
- 5:35 Moon says market volatility, the tariff ruling, delayed jobs data and weak big tech names argue for short-term caution.
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
- Wegovy and semaglutide
- Who is speaking
- Patient
Questions this video answers
Why did Hims & Hers stop offering its compounded semaglutide pill?
According to the video, Hims said it had constructive conversations with industry stakeholders and decided to stop offering the pill. This followed Novo Nordisk threatening to sue and the FDA saying it would restrict such compounding.
How much did the Hims & Hers compounded Wegovy pill cost?
Marley Kayden says Hims initially offered the pill for $49. She says that is roughly $100 less than Novo Nordisk charges for its Wegovy pill under Novo Care.
What is the compounding loophole for semaglutide?
Kayden says compounders could make copies of drugs facing a shortage, and semaglutide was in short supply in the US and Europe. She says Novo Nordisk has since resolved the supply constraints, which would theoretically close that loophole.
How did Novo Nordisk and Eli Lilly stocks react to the Hims news?
The video says Novo Nordisk was up almost 5% that morning. Kayden adds that Eli Lilly also traded higher, since any exit from competition benefits others in the GLP-1 space.
Videos on the same question
The closest videos in the library by what is said in them, not by title.
Hims & Hers offers cheaper weight-loss pill in a shock to NovoAccording to the video, shares of Novo Nordisk fell again on Thursday after the online health firm Hims & Hers said it will sell a compounded version of Novo's new Wegovy weight loss pill.
Novo Nordisk strikes deal for Hims to sell Wegovy and OzempicAccording to the video, Novo Nordisk announced on Monday that it has agreed to sell Wegovy and Ozempic through the US telehealth platform run by Hims and Hers.
Novo Nordisk CEO on Hims Suit, Wegovy Demand and PricingIn this Bloomberg Television interview, the Novo Nordisk chief executive responds to questions about Hims & Hers, the company's 2026 outlook, its oral Wegovy pill and its search for acquisitions.
HIMS: Compound Semaglutide OUT, Branded InThe host of On The Pen opens this March 9 live stream with news that Novo Nordisk and Hims & Hers have reached a deal.
Novo Nordisk CEO Sees Weight-Loss Market Expanding as Wegovy Pill Goes on SaleIn this Bloomberg interview, Novo Nordisk CEO Mike Doustdar discusses the launch of the Wegovy pill in the U.S.
Hims & Hers Takes On Novo: What We Know Right Now!In this video from Asymmetric Investing, Travis Hoium walks through what he says is known so far about the Hims & Hers announcement of an oral semaglutide pill, recorded on the day of the news.
Read next
Our guides closest to what this video covers, with prices checked weekly.
- The Wegovy pill: what each dose costs, and how it compares with the pen
Wegovy is now sold as a daily tablet as well as a weekly injection, and the tablet self-pays cheaper. Novo's published prices run $149 a month at 1.5 mg, $199 at 4 mg and $299 at 9 mg and 25 mg. The $149 offer on 4 mg ended on 31 August 2026. There are also three different semaglutide pills on the market now, which is the thing most pages about this have not caught up with.
- How much semaglutide costs: $69 compounded, $149 to $499 from Novo, $25 or $50 covered, by dose and by year
Semaglutide costs $69 to $299 a month compounded on our board, $149 to $299 for Novo's Wegovy pill, $349 for the Wegovy pen at any standard dose, and $349 or $499 for the Ozempic pen. With a commercial plan that covers it, Novo's card takes it to $25 a month; on Medicare, the GLP-1 Bridge charges $50. List price, before any discount, runs to $1,349.02 a box. Below: every route, the cost per dose and per mg, and the real yearly bill.
- How much does Wegovy cost: the pen, the pill, insured, cash, Medicare and compounded, in one table
Wegovy costs six different amounts depending on who is paying. A commercial plan that covers it brings it to $25 a month with Novo's card, capped at $100 of savings. Medicare covers it for $50 a month through the GLP-1 Bridge until the end of 2027. Cash, the pen is $349 a month at every dose, $199 for the first two fills if you are new, and $399 for the 7.2 mg HD pen; the pill is $149, $199 or $299 by strength. Compounded semaglutide, the same molecule without FDA approval, starts at $69 on our board. This page holds all six with their conditions and their sources.
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