Novo Nordisk has agreed on Mar. 9 to sell its injectable and oral GLP-1 medicines through telehealth provider Hims & Hers, bringing an end to a recent lawsuit between the two companies.
The agreement allows Hims & Hers to offer Novo’s injectable GLP-1 drugs Ozempic and Wegovy, as well as oral Wegovy, on its online platform. The company will match self-pay prices offered by other telehealth platforms. As part of the deal, Hims & Hers will stop advertising compounded GLP-1 drugs but will continue to provide access if a healthcare provider determines it is clinically necessary.
This development follows Novo Nordisk's decision to drop its lawsuit against Hims & Hers, which was filed last month over alleged patent infringement related to semaglutide, the active ingredient in Ozempic and Wegovy. Novo Nordisk stated that it reserves the right to refile the lawsuit if needed.
Truist Securities analysts said before the deal was confirmed that it could be beneficial for both companies. They noted that Novo could use Hims & Hers’ direct-to-consumer approach to compete with Eli Lilly’s growing market share, while Hims & Hers might offset potential declines in compounded GLP-1 sales. BMO Capital Markets analysts reported after speaking with Novo management that there are no changes yet to the company’s 2026 sales guidance but expect a positive update in coming quarters due to increased demand for Wegovy.
Previously, Hims & Hers continued marketing compounded versions of semaglutide even after FDA-approved products became available again, citing laws allowing customized treatments. An earlier agreement between Novo and Hims & Hers collapsed amid accusations of illegal sales of compounded products and led to intensified disputes last month when plans were announced—and then withdrawn—to sell a compounded version of oral Wegovy.
Truist analysts commented: “The rapid cycle of litigation followed by reconciliation underscores that, while both parties lack trust, they remain bound by mutual necessity.” Both companies have faced pressures recently: Hims & Hers from regulatory scrutiny over compounded GLP-1s and Novo from falling drug prices.
By listing Novo products on its platform alongside those from Eli Lilly—who has stated it has no affiliation with the telehealth provider—Hims & Hers may help expand patient access for Novo Nordisk.
