GLP-1 TV · News & media · views checked Oct 2026
HIMS: Compound Semaglutide OUT, Branded In
News & media
Our summary
The host of On The Pen opens this March 9 live stream with news that Novo Nordisk and Hims & Hers have reached a deal. According to the video, the lawsuit Novo filed over its patent has been dropped, the two companies will coordinate on marketing Wegovy (injection and pill), and Hims & Hers will stop advertising compounded GLP-1s and move current compounded semaglutide customers to branded versions. He notes that Hims & Hers did not say it would stop using compounded semaglutide entirely. He reads a statement from compounder Brigham Buhler and one from the FDA commissioner, and argues that the recent FDA warning letters targeted how drugs are marketed, not compounding itself. He also says the pricing he has heard is a ceiling of $399 a month for branded medication, with the pill starting as low as $149, plus a platform fee.
General education as published by the channel. Not medical advice, and not an endorsement.
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What else the video covers
He then discusses an FDA move to loosen biosimilar requirements, which he says undercuts Novo's argument about how compounded semaglutide is made. He ties this to Eli Lilly's effort to have retatrutide classified as a biologic, which he says would block compounding and extend exclusivity from 5 to 12 years.
The second half is personal. He says he has been off GLP-1 medication for close to three months after about three years, feels clearer and more energetic, and is training hard, back on TRT. He reads a ChatGPT summary of his calories, weight and glucose, describes aiming for about 200 grams of protein a day, mentions low-calorie sauces and a meat brand, and says he is considering dosing and Zepbound or compounded tirzepatide later. He closes with podcast and community plugs.
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.
- 1:01 The host says Novo Nordisk dropped its lawsuit against Hims & Hers, and the companies will jointly market Wegovy while Hims & Hers moves compounded semaglutide customers to branded versions.
- 6:05 He argues the recent FDA warning letters were about how drugs are advertised, noting Novo also received a letter about its Wegovy pill marketing.
- 12:51 He explains that the FDA loosening biosimilar requirements weakens Novo's argument about how compounded semaglutide is made, and links it to Lilly's push to classify retatrutide as a biologic.
- 16:31 He says transitioned patients should not pay more than current cash prices, with $399 as the ceiling and the pill starting at $149.
- 17:55 He says he has been off GLP-1 medication for nearly three months and describes more clarity and energy, with intense workouts and a return to TRT.
- 24:05 He reads a ChatGPT summary of his three-week data: about 2,250 calories a day, weight around 285, average glucose of 125 mg/dL and 76% time in range.
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
- Prices mentioned
- $150 a month
- Who is speaking
- News or media
Questions this video answers
Is Hims & Hers stopping compounded semaglutide?
According to the video, Hims & Hers said it will stop advertising compounded semaglutide and transition current customers to branded medication. The host says the company stopped short of saying it will stop using compounded semaglutide altogether.
What will branded semaglutide cost patients moving from Hims & Hers compounded?
The host says what he has heard is that branded prices will not rise above normal cash-pay prices, with $399 as the ceiling and the pill starting at $149. He adds that a platform fee applies and that he does not remember the exact amount.
Why does retatrutide classification as a biologic matter?
The host says that if Lilly succeeds, retatrutide could never be compounded and would get 12 years of market exclusivity instead of 5. He says this would likely support a higher price.
What happened to Dave Knapp's blood sugar after stopping GLP-1 medication?
He reads a ChatGPT summary saying his average glucose was 125 mg/dL with about 76% of readings in range after roughly three weeks off. He says his diabetes is still fairly easy to control with diet.
Videos on the same question
The closest videos in the library by what is said in them, not by title.
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 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.
HIMS Slides 25% After NVO Sues Company Over Generic GLP-1 PillsAccording to the video, a Schwab Network Morning Trade Live segment covers Hims & Hers pulling its compounded semaglutide pill after Novo Nordisk threatened legal action.
Semaglutide Wars: Novo Sues Hims over Patent InfringementThe host of On The Pen says a lot happened in the three days before this February 9, 2026 live stream.
Growing concerns over semaglutide weight loss drugs as patents set to expireThis CTV News Toronto report looks at what could change for semaglutide in Canada when its patent expires.
What possible compounded semaglutide ban means for patientsAccording to the video, the FDA has said the shortage of Novo Nordisk's Ozempic and Wegovy is over, and companies making compounded semaglutide must stop by May at the latest.
About On The Pen™ GLP-1 News
News & media, 37.5K subscribers. 41 of their videos are in GLP-1 TV, 468K views between them, mostly on Zepbound, Compounded tirzepatide, Mounjaro.
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Read next
Our guides closest to what this video covers, with prices checked weekly.
- Semaglutide online: the six versions you can be prescribed, what the rules now allow, and what each costs
You can get semaglutide online with a prescription from a telehealth clinician, and it comes in six versions: Novo Nordisk's Wegovy and Ozempic, each as a weekly pen or a daily pill, plus compounded injections and compounded oral forms made by pharmacies. Compounded semaglutide starts at $69 a month on our board. Novo sells its own brands for cash from $149 a month for a pill and $199 for a starter pen. Compounded versions are not FDA approved.
- Compounded semaglutide vs Wegovy: same molecule, different rules, and what the price gap buys
Same molecule, not the same product: Wegovy is FDA-approved and $349/mo from Novo; compounded semaglutide is unreviewed and far cheaper. The gap, live.
- 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.
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