Hims & Hers Health Inc. (NYSE:HIMS) said it is broadening access to FDA-approved weight loss treatments as shifting market dynamics around GLP-1 drugs drive demand for more flexible and affordable options.
The company outlined a strategic shift in its U.S. weight loss business, emphasizing lower pricing, varied dosing, and multiple delivery formats.
It also confirmed a collaboration with Novo Nordisk A/S (NYSE:NVO) to support access to Wegovy injections and oral options.
As part of its platform upgrade, providers can now prescribe medications fulfilled by independent pharmacies, expanding treatment pathways for patients seeking GLP-1 therapies.
New Pharmacy Integrations Broaden Treatment Options
Hims & Hers said its platform now allows prescriptions for Zepbound vials and KwikPen, as well as Foundayo, through Eli Lilly and Co.'s (NYSE:LLY) LillyDirect pharmacy channels.
The move enables self-pay pricing access and aims to provide patients with a broader range of FDA-approved options at competitive prices.
The company's weight loss membership includes continuous care features such as 24/7 provider access, personalized nutrition guidance, and ongoing clinical monitoring.
Estrogen Patch Shortage Highlights System Gaps
Separately, the company flagged ongoing supply shortages in estrogen patches as a sign of structural challenges in women's healthcare. Rising demand, fueled in part by updated guidance on hormone replacement therapy, has strained supply chains.
Hims & Hers said it has secured a steady inventory of estrogen patches and is offering them through its platform as shortages persist nationwide. Industry estimates suggest supply constraints could last up to three years.
Hims & Hers Health is rallying into optimism around a potentially friendlier regulatory backdrop for peptide therapies and what that could mean for telehealth demand.
HIMS Price Action: Hims & Hers Health shares were down 0.45% at $28.88 at the time of publication on Thursday, according to Benzinga Pro data.
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