Hims & Hers: Novo Deal Moves Closer
Reading Time: 4 minutes
Discussions about Wegovy are back on – prospectively also regarding the oral variant. Strong growth, margin temporarily under pressure: GLP-1 price reductions and logistics restructuring are burdensome; normalization in sight from H2/26 . The biggest highlight of the quarter is not a number, but the on-off relationship with Novo Nordisk. Following the abrupt end of the first collaboration – including strong accusations from Novo – Hims is now talking again with the new Novo management about the return of Wegovy to the platform: initially...
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