So here are some takeaways on the longevity of the obesity platform: Even without GLP-1 craze they grew the business (profitably?) to a $100M run-rate in 7 months with oral weight loss medications alone We will see a flood of new GLP-1 medications enter the market and the situation will move quickly and be fluid including the introduction of oral compounds that may lead to other use-cases for Hims There is some sort of precedent that compounding certain elements like end-dosage or side effect mitigation is considered clinically necessary and therefore defensible Hims & Hers will also offer brand-name GLP-1s on platform, maybe alluding to expectations of reduction in out of pocket cost over time, or an increase in supply My unsolicited thoughts for Hims would be to take advantage of this huge surge in cash and invest it into the sustainable, growing parts of the business
Perfect timing given the 28-day reconstitution window
GLP-1 receptor agonists mimic gut hormones to curb appetite and slow digestion, a mechanism driving the success of therapies from Novo Nordisk (Ozempic for diabetes and Wegovy for Lillys oral GLP-1 drug orforglipron achieves 12.4% weight loss in phase 3 trial but trails injectable rivals tirzepatide and retatrutide Lilly recently reported topline results from the ATTAIN-1 phase-3 trial evaluating orforglipron, a once-daily oral glucagon-like-peptide-1 (GLP-1) receptor agonist for adults with obesity or overweight without diabetes
Comprehensive Benefits: Alleviates swelling, improves flexibility, and supports cardiovascular health and overall joint function recovery
Among those who do have coverage for a GIP or GLP-1 agonist prescribed for weight loss, 88 percent still face additional requirements such as prior authorization
Semaglutide and Tirzepatide Both GLP-1 receptor agonists have been studied in metabolic research