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Hims & Hers Health and Novo Nordisk: What the GLP-1 Tie-Up Means

Hims & Hers Health and Novo Nordisk: from GLP-1 chaos to “sell it on our platform”

KAHROS Team

TL;DR

Quick Summary

  • On March 9, 2026, reports said Novo Nordisk may sell its weight-loss drugs via Hims & Hers’ platform, signaling a possible truce after legal conflict.
  • A branded-drug channel could make Hims’ weight-loss growth feel more sustainable than relying on compounded alternatives.
  • Hims’ 2026 outlook is already sizable: $2.7B–$2.9B revenue guidance and $300M–$375M adjusted EBITDA guidance (issued with 2025 results).

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Hims & Hers Health and Novo Nordisk: What the GLP-1 Tie-Up Means | KAHROS