Eli Lilly’s Weight-Loss and Diabetes Drugs Join Hims & Hers Platform
Shares of Hims & Hers Health (HIMS) surged on Tuesday after the company announced it would add Eli Lilly’s (LLY) weight-loss drug Zepbound and diabetes medication Mounjaro to its expanding telehealth platform. These treatments, which contain the active ingredient tirzepatide, will now be available to Hims & Hers customers seeking weight-management solutions.
In addition to Eli Lilly’s medications, the telehealth company has introduced a generic version of liraglutide, the active ingredient in Novo Nordisk’s Type 2 diabetes treatment. While Zepbound and Mounjaro will be priced at $1,899 per month, the generic liraglutide option will be available for $299, according to the company’s website.
This latest move strengthens Hims & Hers’ Health position in the growing telehealth and weight-loss medication market, giving customers greater access to branded and generic treatments through its digital platform.
Hims & Hers Stock Gains Amid Market Momentum
Following the announcement, Hims & Hers Health shares rose 5% on Tuesday, continuing an upward trajectory that has seen the stock more than double in value over the past 12 months.
The company’s recent stock performance comes despite a slight decline in previous weeks after the Food and Drug Administration (FDA) resolved a shortage of Novo Nordisk’s Wegovy and Ozempic, two leading weight-loss drugs. The resolution led to increased availability of these drugs, potentially impacting demand for alternative treatments offered by telehealth providers.
Despite this, Hims & Hers has remained competitive, positioning itself as a key player in the digital healthcare space. By adding branded and generic versions of in-demand weight-loss drugs, the company continues to attract customers looking for accessible and convenient treatment options.
FDA Regulations and the Future of Telehealth Medications
Hims & Hers Health has also benefited from an FDA policy that allows compounded drug alternatives when name-brand medications face supply shortages. Under this rule, the company has been able to manufacture copycat drugs for customers seeking weight-loss treatments.
However, in February 2025, the FDA announced that it would no longer allow compounding of these medications after May 22, unless new shortages emerge. This means that companies like Hims & Hers Health will need to adjust their offerings based on regulatory changes and market availability.
As the demand for weight-loss and diabetes medications continues to rise, Hims & Hers’ Health expansion into high-cost, in-demand treatments positions it for further growth. The company’s ability to adapt to changing regulations and offer both brand-name and lower-cost generic options may determine its success in the competitive telehealth industry.
