Eli Lilly Strikes Surprising Deal With Hims & Hers

What happened

Hims & Hers announced a partnership with Eli Lilly under which eligible customers can get prescriptions for Zepbound injections and oral Foundayo through Hims’ platform, with monthly self-pay prices starting at $299 and $149. Hims also committed not to offer compounded copies of Lilly’s GLP-1 medicines.

Confirmed

Global impact / market context

The deal gives Hims customers a way to obtain Lilly’s branded treatments without leaving its platform, potentially supporting subscriptions and weight-loss revenue. In return, Hims gives up compounded copies of Lilly’s medicines, which the article says generally have higher profit per sale than branded drugs.

Analyst inference

The partnership follows Hims’ March agreement with Novo Nordisk, which brought Wegovy and Ozempic onto its platform. Adding Lilly products could broaden its branded-treatment offering, while its commitment to stop compounded copies signals a shift that may change costs and profit per sale.

Analyst inference

What to watch

1. Watch whether eligible customers use the new prescription pathway and whether Hims reports changes in subscriptions or weight-loss revenue following the addition of Lilly’s treatments. Analyst inference
2. Check whether Hims provides further details on how the commitment against compounded copies will be implemented and whether its branded-treatment shift changes costs or profit per sale. Analyst inference
3. Observe whether Lilly’s Zepbound and Foundayo remain available through Hims at the stated starting monthly self-pay prices of $299 and $149. Confirmed

Evidence

• gurufocus.com