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GLP-1 TV · Patient story · views checked Oct 2026

Hims & Hers Takes On Novo: What We Know Right Now!

Patient storyAsymmetric Investing by Travis Hoium13,470 views8:17Feb 2026

Our summary

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. He says the shares rose about 17% early in trading after the company said the pill would cost about half the price of the oral Wegovy version, then fell to roughly 3.8% down, around $23 to $24 per share, as details and Novo Nordisk's response emerged.

One person's experience, in their words. Not medical advice.

What else the video covers

According to Hoium, the pill is a personalized, compounded, microdosed product starting at $49 per month, with a full price of about $100 per month. He explains that the word "personalized" is what lets the company use a compounded treatment instead of the branded one, since there is no standard microdosed version of Wegovy. He reads Novo Nordisk's statement, which calls the product an unlawful, unapproved knockoff and says the company will take legal and regulatory action. Novo also says only it makes an FDA approved Wegovy pill using SNAC absorption technology.

Hoium says Hims & Hers describes using a different technology, called liposomal, for stabilizing and absorbing the drug. If that is accurate, he says, it removes one patent risk tied to SNAC. He notes Novo did not sue over compounded injectable semaglutide in 2025, argues FDA rules so far allow personalized versions, and says there is still risk. He closes by saying he sees the situation as a buying opportunity for Hims & Hers, with no guarantee, and that more legal clarity is needed.

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. 0:00 Hoium says Hims & Hers shares jumped about 17% early, then fell to about 3.8% down near $23 to $24 after details and Novo Nordisk's reaction came out.
  2. 1:01 The pill is described as personalized, compounded and microdosed semaglutide starting at $49 per month, with a full price of about $100 per month.
  3. 2:30 Novo Nordisk's statement calls the product illegal mass compounding and promises legal and regulatory action, citing its SNAC technology.
  4. 4:04 Hoium says Hims & Hers states it uses liposomal technology instead, which he says would remove one patent risk if true.
  5. 5:30 He notes Novo did not sue over compounded semaglutide in 2025 and says FDA rules so far have allowed personalized versions.
  6. 7:37 Hoium calls the situation a buying opportunity for Hims & Hers while saying there is no guarantee.

Key moments

From the creator's own chapters. Tap one to play from there.

  1. 0:00 Stock Surge
  2. 0:35 Details of the New Product
  3. 2:42 Legal and Technological Challenges
  4. 6:24 Market Reactions and Future Outlook
  5. 7:41 Conclusion and Final Thoughts

What the video says

As stated in the video, not checked by us. Doses and results are the speaker’s, not advice.

Prices mentioned
$49 a month and $100 a month
Who is speaking
Patient

Questions this video answers

How much does the Hims & Hers oral semaglutide pill cost?

According to the video, the compounded semaglutide pill starts at $49 per month, and the full price is about $100 per month. Hoium says this is about half the price of the oral Wegovy version.

Why can Hims & Hers sell a compounded semaglutide pill?

Hoium explains that the product is described as personalized, and he says FDA rules allow compounded versions when they are personalized, such as microdosed forms. He says this lets the company avoid selling the branded, FDA approved product.

What is the SNAC technology in Novo Nordisk's Wegovy pill?

Hoium says SNAC technology modifies how semaglutide is absorbed so it is not broken down in the gut when taken orally. Novo Nordisk says only its FDA approved pill uses it.

How did Novo Nordisk respond to the Hims & Hers pill?

The video reads a Novo Nordisk statement calling the product an unlawful, unapproved and untested knockoff. Novo says it will take legal and regulatory action to protect its patents and the US drug approval framework.

Videos on the same question

The closest videos in the library by what is said in them, not by title.

Read next

Our guides closest to what this video covers, with prices checked weekly.

  • 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.

  • 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.

  • 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.

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