GLP-1 TV · News & media · views checked Oct 2026
Don't place your hopes on Hims & Hers GLP-1 business, says Jim Cramer
News & media
Our summary
In 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. He says the stock was up 127% year to date at about $20, after climbing from around $11 in early May to a high of just over $25 by mid June. He credits a strong first quarter report and the May 20 announcement that the company would sell GLP-1 injections.
General education as published by the channel. Not medical advice, and not an endorsement.
Where GLP-1 costs least today
The three cheapest partner programs for GLP-1, all in per month, checked weekly.
What else the video covers
Cramer explains that the company is not selling the patent-protected drugs from Eli Lilly and Novo Nordisk. It sells compounded versions that use the same active ingredients, which he says are allowed only while supply of the real drugs is limited and are not FDA approved. He says the product starts at $109 per month. He cites a Leerink-style sensitivity analysis, named in the captions as Ling Partners, that projected the compounded GLP-1 drugs could raise EBIT by anywhere from 7% to 150%.
He then covers a June 27 report from Hunterbrook Media, which he describes as part hedge fund and part media company. The report argued that the compounded business could end at any time, that the supplier has ties to fraud and bankruptcy, and that customers can get the drugs without speaking to a doctor. Cramer says the stock fell 20% after the report. He says he is torn, does not recommend paying up after the run to $25, but thinks building a position near $20 can be justified if bought gradually and if the investor does not rely on the temporary GLP-1 business. The last part of the video is caller questions on other stocks.
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.
- 2:15 Cramer says the stock rose after strong first quarter results that included 46% revenue growth and 41% subscriber growth, before any GLP-1 sales began.
- 2:45 He says the company announced on May 20 that it would sell compounded GLP-1 injections, not the branded drugs, starting at $109 per month.
- 4:18 He cites an analyst estimate that compounded GLP-1 sales could raise EBIT by 7% to 150%, depending on the assumptions.
- 4:49 According to Cramer, a June 27 Hunterbrook Media report said the compounded business could end when supply improves and raised concerns about the supplier and doctor access.
- 6:20 Cramer says he is torn, but thinks building a position near $20 can be justified if the investor does not count on the temporary GLP-1 business.
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.
- Prices mentioned
- $109 a month
- Who is speaking
- News or media
Questions this video answers
What GLP-1 drugs does Hims & Hers sell?
According to Cramer, the company sells compounded medications that use the same active ingredients as the Eli Lilly and Novo Nordisk drugs, not the branded products. He says these versions are not FDA approved and start at $109 per month.
Why could Hims & Hers lose its compounded GLP-1 business?
Cramer explains that compounded versions are only allowed as a temporary measure while supply of the real drugs is short. He says that if Novo and Lilly bring more production online, the compounded drugs could be shut down, though he thinks demand may keep that from happening soon.
What did the Hunterbrook report say about Hims & Hers?
Cramer says the June 27 report argued that the company relies on a single supplier with reported ties to fraud and bankruptcy. It also said people can get the compounded drugs without speaking to a doctor, which he says raises litigation risk.
Videos on the same question
The closest videos in the library by what is said in them, not by title.
Hims Wants to Keep Mailing You Copycat GLP-1s. It’s Getting Trickier. | Big TakeThis 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.
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.
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.
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.
About CNBC Television
News & media, 3.4M subscribers. 9 of their videos are in GLP-1 TV, 160K views between them, mostly on Ozempic, Wegovy, Wegovy pill.
- Dr. Scott Gottlieb on Novo Nordisk vs. Hims & Hers: We have a drug approval process for a reason
- Ozempic & Wegovy may be linked to eye condition, vision loss: Study
- New study reveals why patients stop taking GLP-1 obesity drugs
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.
- Microdosing GLP-1s: what it saves you, and what it doesn't
Microdosing a GLP-1 does not save money at a compounded seller: none of the compounded programs we track charges less for a smaller dose. Microdosing is not a medical term, and no dose below the label's starting dose has been studied for this. The one microdosing product on our board costs more a month than full-dose compounded tirzepatide at the cheapest seller we track. Where dose really moves the price is the brands; the provider table, per-mg costs and live numbers are below.
- GLP-1s without insurance: what each route actually costs
Without insurance you have three real routes and they are far apart. Buying direct from the manufacturer is the branded one: Novo publishes $349 a month for the Wegovy pen and from $149 for the tablet, Lilly $299 to $699 for Zepbound by dose. Compounded semaglutide or tirzepatide from a telehealth program is a fraction of that but is not FDA-approved. And the savings cards you will be pointed at mostly require commercial insurance, so if you have none they are not available to you at all.
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