Hims & Hers: Looking Beyond GLP-1s To The Next Phase Of Global Growth
Hims & Hers Health is significantly undervalued, with the market underestimating its growth potential and international expansion opportunities. Geographical and product expansion, vertical integration, and a unique personalized offering position HIMS to regain historical growth rates by 2026 and beyond. Management targets substantial margin expansion, aiming for adjusted EBITDA margins of at least 20% by 2030, with marketing spend expected to decrease.
Novo Nordisk launches first oral GLP-1 weight loss pill in the US
Novo Nordisk (NYSE:NVO) has made its Wegovy pill, the first oral GLP-1 treatment for weight loss, broadly available to patients in the United States. The launch marks a new development in obesity treatment, offering a once-daily pill alternative to weekly injections that have dominated the market.
First GLP-1 pill for obesity from Novo Nordisk launches in the U.S.
American patients can now receive the first-ever GLP-1 pill for weight loss from Novo Nordisk, marking a new chapter of obesity treatment in the U.S. The cash prices of the drug, called the Wegovy pill, are among the lowest on the market, ranging from $149 to $299 per month.
Viking Therapeutics: A Wide-Open Oral GLP-1 Market
Viking Therapeutics is positioned favorably in the oral GLP-1 obesity drug race, with strong Phase 2 results for VK2735. VKTX's oral candidate achieved 12.2% weight loss at the highest dose in 13 weeks, matching or exceeding peers' metrics and showing potential for further improvement. Management will focus Phase 3 dosing on 20-75 mg, balancing efficacy and tolerability while the injectable 78-week Phase 3 Vanquish trial is underway.
FDA approves first GLP-1 pill for obesity from Novo Nordisk
FDA approves first GLP-1 pill for obesity from Novo Nordisk
The FDA has approved the first GLP-1 pill for weight loss, clearing a tablet from Novo Nordisk
Novo Nordisk said it plans to start selling the new pill in the U.S. soon after the new year, with a cash price of $149 a month for the starting dose.
Can Intuitive Surgical Weather GLP-1 Drag on Bariatric Surgery?
Intuitive Surgical grapples with a GLP-1-driven bariatric slump but leans on strong general surgery gains and rising da Vinci 5 adoption.
Structure Therapeutics: Phase 2b Puts Aleniglipron In The Oral GLP-1 Top Tier (Rating Upgrade)
Structure Therapeutics (GPCR) delivered robust Phase 2b results for aleniglipron, surpassing key efficacy and tolerability thresholds for oral GLP-1 therapies. GPCR now appears competitive with top oral obesity drugs, with dose optimization and front-end titration as critical levers for further differentiation. Recent $500M stock offering, combined with $800M cash, positions GPCR as 'Phase 3 ready' but valuation reflects high expectations.
Lilly's GLP-1 Surge Dwarfs Abbott's Steady Device Growth With 54% Revenue Jump
Abbott Laboratories (NYSE: ABT) and Eli Lilly (NYSE: LLY) just reported Q3 earnings that highlight two fundamentally different healthcare bets.
Hims & Hers: The Market's Panic Is Irrational
Hims & Hers Health has sold off ~40% GLP-1 turbulence, but the core growth story remains intact. The company is building a moat through personalized medicine, vertical integration, and diversification beyond GLP-1s, reducing regulatory and competitive risks. By assuming very achievable growth rates, the company seems to be undervalued by up to 102%.
Hims & Hers launches into Canada as country prepare for generic GLP-1 weight loss drugs
Hims & Hers launched in Canada after announcing the company completed its all-cash acquisition of Canadian digital health provider “Livewell”. The deal comes just one month before generic semaglutide weight loss drugs come to market in the country.
Details of failed studies cast pall on Novo Nordisk's GLP-1 as Alzheimer's treatment
Details from two large trials of Novo Nordisk's GLP-1 drug semaglutide showed it provided no cognitive benefit for people with early Alzheimer's disease, researchers said at a medical meeting on Wednesday, dashing remaining hopes that the widely used medication could help such patients.
