GLP-1 TV · Patient story · views checked Oct 2026
Hims Stock Down -11% as GLP-1 Shortage Ends for Drug that Hims STILL DOESN'T SELL and NEVER SOLD!
Patient story
Our summary
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. He says many news articles, including ones from outlets not focused on finance, link Hims to the decision without checking what the company actually offers. He shows the FDA page where tirzepatide is marked resolved and semaglutide is still listed as in shortage, and says Hims sells compounded semaglutide.
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
He explains that the FDA set a March 19 deadline for compounders of tirzepatide to stop. He compares the coverage to past stories about Tesla and says the stock reacts strongly to news cycles. He says he bought more Hims shares at 25 dollars that day. He also says weight loss is roughly 10% of Hims's business and that the company sells a lot of metformin and custom pills.
Looking ahead, he lays out a timeline for compounded semaglutide. If it leaves the shortage list, he expects compounders to appeal, which he says would take two to three months, followed by a three month wind-down. He estimates Hims could keep selling compounded semaglutide until about June 2025 in a worst case. He sees a once daily generic liraglutide, which Hims has said it expects to launch in early 2025, as the larger opportunity, and says he trusts the health and marketing teams to build a branded product around it. He states this is entertainment and not 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 He says coverage of the tirzepatide shortage ending wrongly ties Hims to a drug he says it has never sold.
- 2:02 He reports the FDA set a March 19 deadline for compounded tirzepatide sales to stop.
- 2:32 He shows that Hims lists compounded semaglutide, and says semaglutide is still marked as in shortage.
- 6:07 He says weight loss is about 10% of Hims's business, and that Hims also sells metformin and custom pills.
- 7:42 He estimates an appeal plus a three month wind-down could let Hims sell compounded semaglutide until about June 2025 at worst.
- 9:13 He says a once daily generic liraglutide expected in early 2025 is the big opportunity for Hims.
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
- Who is speaking
- Patient
Questions this video answers
Why did Hims stock fall when the tirzepatide shortage ended?
According to the video, the stock fell 11% in sympathy with news coverage that linked Hims to the FDA decision. The creator argues this is a mistake because Hims does not sell tirzepatide and never did.
Does Hims sell compounded tirzepatide or semaglutide?
The creator says that on the Hims website the GLP-1 injections include compounded semaglutide and a branded option that is in shortage, but no compounded tirzepatide. He says semaglutide is still listed as in shortage by the FDA.
How long could Hims keep selling compounded semaglutide?
He estimates that if semaglutide leaves the shortage list, an appeal of two to three months plus a three month wind-down could allow sales until about June 2025. He calls that a worst case and says he does not know how the shortage will develop.
What is Hims's plan after compounded semaglutide?
He says Hims announced a once daily generic liraglutide, expected in early 2025. He expects the company to market it with plans and coaching, and notes he considers liraglutide less effective than semaglutide.
Videos on the same question
The closest videos in the library by what is said in them, not by title.
The FDA Just Shut Down 503B Compounded Semaglutide | DOWNSIZED LIVE!This is a live episode of the DOWNSIZED show hosted by Christopher and Lorraine Durham, who say they have lost over 150 pounds together on Zepbound.
‼️HIMS CANCELS WEIGHT LOSS PILL! 💥 IS THIS THE END?!According to the video, the creator of the Earn It - Save It - Invest It channel recorded this on the weekend after a fast sequence of events involving Hims & Hers.
Compound Tirzepatide: Scott Brunner Tells All | OTP 87This episode of On The Pen is part two of a three-part series on compounded tirzepatide.
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.
LifeMD Crashes -27% on GLP-1 Fears... Why I'm Buying The Dip! (LFMD Stock Analysis)The creator of the Beat The Denominator channel explains why they bought LifeMD (LFMD) after the stock fell 27% on a Friday.
Hims & Lilly's Tirzepatide: Perfect Match? What if Cmpnded Sema clients all switch to LLY's Tirze...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.
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 & Lilly's Tirzepatide: Perfect Match? What if Cmpnded Sema clients all switch to LLY's Tirze...
- 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.
- Tirzepatide vs semaglutide: the head-to-head result, and what the better one costs
They were finally tested against each other. In SURMOUNT-5, 751 adults with obesity took the maximum tolerated dose of one or the other for 72 weeks: tirzepatide lost 20.2% of body weight, semaglutide 13.7%. That gap is real and it is the whole argument for tirzepatide. The other half of the decision is the bill: compounded tirzepatide runs from $85 a month on our board against $69 for semaglutide, and the branded gap is wider still.
- CagriSema: FDA decision due by the end of 2026, no price yet, and how it compares with Zepbound and Wegovy
CagriSema is not FDA-approved and has no price yet. Novo Nordisk filed it with the FDA on December 18, 2025 and expects a decision in the fourth quarter of 2026, with a full US launch at the start of 2027. In REDEFINE 1 it cut weight by 20.4% at 68 weeks, but head to head it trailed tirzepatide, 20.2% against 23.6%. Until it launches, compounded semaglutide starts at $69 a month on our board.
- 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.
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