https://www.instagram.com/p/DVizyXLjgnx/?igsh=eHkxeGVoMDJ6cTU=
Der kom bekreftelsen:
Hims & Hers Announces Strategic Shift for US Weight Loss Business
March 9, 2026
Starting with a new collaboration with Novo Nordisk, the company announced plans to align its US and global strategies with a focus on an increasing variety of FDA-approved GLP-1s
SAN FRANCISCO–(BUSINESS WIRE)-- Hims & Hers Health, Inc. (NYSE: HIMS) today announced a collaboration with Novo Nordisk as part of a new strategy for weight loss care treatments involving GLP-1s, evolving its US offering to match the company’s approach globally. In the US, the company now plans to provide GLP-1 customers with access to a broad assortment of FDA-approved medications and offer compounded semaglutide through the platform on a limited scale. By aligning its domestic and international models in weight loss, Hims & Hers will become the largest global consumer health platform for access to more affordable, approved medications.
The US weight loss landscape has transformed dramatically since Hims & Hers entered the market in 2023. Progress in the industry has made a broader range of FDA-approved GLP-1 treatments available at more affordable prices, with more flexible dosing options and greater diversity of form factors, accelerating customer demand for branded, FDA-approved medications.
As a part of this shift, the company will no longer advertise compounded GLP-1 offerings on its platform or in its marketing, and existing patients will have the opportunity to transition to FDA-approved medicines when determined clinically appropriate by their providers. For what is anticipated to be a limited set of customers whose clinical needs cannot be met using the increasingly varied set of commercially available FDA-approved GLP-1s, Hims & Hers plans to offer access to compounded GLP-1s if a provider determines that a compounded product is clinically necessary.
Hims & Hers has entered into an agreement with Novo Nordisk that will bring Ozempic® (semaglutide) 0.5 mg, 1 mg, and 2 mg injections and Wegovy® (semaglutide) pills and injections to the platform later this month, including 1.7 mg or 2.4 mg injections and 1.5 mg, 4 mg, 9 mg, and 25 mg tablets. Over the coming months, Hims & Hers will educate US weight loss customers on their options across an expanded assortment of FDA-approved treatments, and when providers determine it to be clinically appropriate, support a seamless transition to these medications. In the future, Hims & Hers and Novo Nordisk hope to collaborate to bring other products to market as they become available, further increasing the range of innovative treatments from which providers can choose on the platform.
“We see tremendous growth opportunities in the US with the expanding assortment of branded GLP-1 medications,” said Andrew Dudum, co-founder and CEO of Hims & Hers. “I’m excited to have a great partner in Novo Nordisk as we work to create a new model that works for everyday people. This collaboration reflects what’s possible globally when drugmakers, biotech companies, and diagnostic leaders partner with consumer platforms to support scaled distribution of their latest medical innovations.”
Hims & Hers will continue to offer access to comprehensive support services alongside treatment, including direct access to providers, personalized nutrition guidance, and ongoing clinical check-ins.
Concurrent with this announcement, Novo Nordisk is dismissing its lawsuit against Hims & Hers without prejudice.
Drøyt at de forsatt får lov å selge compounded semaglutide:
" offer compounded semaglutide through the platform on a limited scale."
Litt morsomt å se forskjellen i pressemeldingene fra selskapene:
Novo Nordisk today announced it has reached an agreement with telehealth company Hims & Hers that will take effect later this month. Under the terms of the agreement, Hims & Hers will offer access to FDA-approved Ozempic® (semaglutide) injection 0.5 mg, 1 mg, and 2 mg and Wegovy® (semaglutide) tablets 1.5 mg, 4 mg, 9 mg, and 25 mg and injection 0.25 mg, 0.5 mg, 1 mg, 1.7 mg, and 2.4 mg, to US consumers at the same affordable self-pay prices as other telehealth platforms. We welcome Hims & Hers shifting their GLP-1 business model to focus on increasing access to affordable, branded FDA-approved medicines. Hims & Hers will no longer advertise compounded GLP-1 offerings on its platform or in its marketing, and existing patients will have the opportunity to transition to FDA-approved alternatives when clinically appropriate in consultation with a healthcare professional.
“This agreement with Hims & Hers is a meaningful win for patients in the United States. By expanding access through leading telehealth providers and digital care platforms, we are helping to connect more people with our FDA-approved medicines, which have been evaluated for safety and efficacy,” said Mike Doustdar, President and CEO of Novo Nordisk. “Wegovy® is not simply an obesity therapy. It is a clinically proven treatment that helps adults with obesity lose weight while also reducing the risk of cardiovascular events in patients who also have heart disease. That combination of powerful weight loss efficacy and proven risk reduction is what makes Wegovy® truly distinct. We all want better health. Our goal is simple: ensure that every patient who can benefit from our medicines has the opportunity to access them, wherever they choose to receive care.”
Patients using Hims & Hers will soon have access to the full range of FDA-approved semaglutide medicines, including the Wegovy® pill which delivers a magnitude of weight loss that no other oral GLP-1 obesity candidate has been able to duplicate in phase 3 trials. All doses of Ozempic® (injectable) and Wegovy® (injectable and pill) are broadly available nationwide for Americans across 70,000+ pharmacies, our own direct-to-consumer platform, NovoCare® Pharmacy, and select telehealth providers and digital platforms.
In OASIS 4, Wegovy® pill demonstrated an average weight loss of about 17% (16.6%), when used along with a reduced-calorie diet and exercise and if all patients stayed on treatment, compared to about 3% (2.7%) for placebo.*1 When looking at the efficacy regardless of if all patients stayed on treatment, an average weight loss of about 14% (13.6%) was achieved by people taking Wegovy® pill compared to about 2% (2.4%) for placebo.**1 Common adverse reactions were similar to those previously seen in clinical trials with Wegovy® (semaglutide) injection 2.4 mg, including nausea, diarrhea, and vomiting.1
Along with diet and exercise, Wegovy® pill is also indicated to reduce the risk of major adverse cardiovascular events (MACE) such as death, heart attack, or stroke in adults with overweight or obesity and established cardiovascular disease.
Ozempic® is approved for adults with type 2 diabetes along with diet and exercise to improve blood sugar control and to reduce the risk of MACE such as heart attack, stroke, or death in adults with type 2 diabetes with known heart disease.
In light of this agreement, Novo Nordisk is dismissing our patent infringement lawsuit against Hims & Hers while reserving the right to refile in the future.
1 Like
LLY kjørte en fase III her med (allerede godkjente) Taltz og (allerede godkjente) tirzepatide sammen. Funka som snus, det.
Er jo data der på at semaglutid og liraglutid fungerer også, men vet ikke om Novo faktisk har fått medikamentene godkjent i indikasjonen. Så hvor mye penger blir det for Novo av ev. off label bruk?
Hvis man er diabetiskt NOVO bagholder burde man kanskje begynne å ta litt GLP-1 
https://www.thelancet.com/journals/lanpsy/article/PIIS2215-0366(26)00014-3/fulltext#fig2
Evoke:
https://www.thelancet.com/journals/lancet/article/PIIS0140-6736(26)00459-9/fulltext
7.2mg:
Novo Nordisk expects to launch Wegovy® HD in a single-dose pen in the US in April 2026. Novo Nordisk expects regulatory decisions in the EU and the UK on semaglutide 7.2 mg in a single-dose pen in the second half of 2026.
2 Likes
Lexicon Pharmaceuticals and Novo Nordisk Announce initiation of Phase 1 study with oral obesity drug candidate LX9851
LX9851 is a first-in-class, oral non-incretin candidate being developed by Novo Nordisk for the treatment of obesity and associated metabolic disorders
Lexicon has earned a second of three potential $10 million near-term milestone payments and is eligible to receive up to $1 billion in total upfront and milestone payments from the collaboration, plus royalties on net sales
THE WOODLANDS, Texas, March 23, 2026 – Lexicon Pharmaceuticals, Inc. (Nasdaq: LXRX) and Novo Nordisk A/S today announced that Novo Nordisk has initiated a Phase 1 study with LX9851, a first-in-class, oral non-incretin development candidate.
In March 2025, Lexicon signed an exclusive license agreement with Novo Nordisk for LX9851 in obesity and associated metabolic disorders. Under the terms of the agreement, Novo Nordisk obtained an exclusive, worldwide license to develop, manufacture and commercialize LX9851 in all indications.
Lexicon has earned a second $10 million milestone payment in 2026 from Novo Nordisk following initial dosing requirements in the Phase 1 study and is eligible for a third $10 million milestone payment that may be achieved later this year. In total, Lexicon is eligible to receive up to $1 billion in upfront and potential development, regulatory and sales milestone payments. Lexicon is also entitled to tiered royalties on net sales of LX9851.
“We are thrilled with the progress of the Novo Nordisk team on initiating the clinical development of LX9851,” said Mike Exton, CEO and director of Lexicon. “The talented team at Novo Nordisk has recognized the significant potential for LX9851, a novel, oral candidate for obesity and has moved swiftly to advance the program in its pipeline. We believe LX9851 has the potential to become a differentiated approach in the next phase of treatments for obesity and metabolic disease.”
“We are excited about the potential of LX9851 and pleased to take it into clinical testing to further explore the potential of the candidate,” said Jacob Sten Petersen, Senior Vice President and Head of Global Research at Novo Nordisk. “LX9851 offers a novel approach to the treatment of obesity and related metabolic conditions. It is an important addition to our pipeline of potential treatment options as we look to meet the diverse needs of people living with obesity, diabetes and their associated comorbidities.”
The Phase 1 study is investigating the safety, tolerability, pharmacokinetics and pharmacodynamics of single and multiple ascending doses of LX9851 compared to placebo in 96 people with overweight or obesity. The trial is expected to be completed in the first quarter of 2027.
About LX9851
LX9851, discovered by Lexicon and in development by Novo Nordisk, is a potent and selective oral small molecule inhibitor of Acyl CoA Synthetase 5 (ACSL5). ACSL5 plays a key role in the metabolic pathway which regulates fat accumulation and energy balance. Additionally, LX9851 may activate the ileal brake mechanism leading to increased satiety by delaying gastric emptying and suppressing appetite. Preclinical in vivo efficacy data presented at Obesity Week 2024 show that LX9851, when combined with semaglutide, significantly reduced weight, food intake and fat mass compared to semaglutide alone. Separately, LX9851 mitigated weight regain and had positive effects on liver steatosis when introduced after semaglutide discontinuation.About Lexicon Pharmaceuticals
Lexicon is a biopharmaceutical company with a mission of pioneering medicines that transform patients’ lives. Lexicon has a pipeline of drug candidates in discovery, preclinical, and clinical development in neuropathic pain, hypertrophic cardiomyopathy (HCM), obesity and metabolic disorders, and other cardiometabolic indications. For additional information, please visit www.lexpharma.com
2 Likes
Novo Nordisk A/S: Triple agonist UBT251 showed a mean HbA1c reduction of up to 2.16% after 24 weeks in phase 2 trial in Chinese patients with type 2 diabetes
2026-03-25 07:00:45
- UBT251 is a triple agonist of the receptors for GLP-1, GIP and glucagon (triple G), being jointly developed by United Biotechnology and Novo Nordisk
- In a phase 2 trial in Chinese people with type 2 diabetes, UBT251 showed a mean HbA1c reduction of up to 2.16%, and a mean body weight reduction of up to 9.8% after 24 weeks, showing improvements relative to placebo and semaglutide 1 mg
- The safety and tolerability profile of UBT251 appeared consistent with what has been observed in other clinical trials with triple-G agonists.
Guangdong, China and Bagsværd, Denmark, 25 March 2026 – The United Laboratories International Holdings Limited (TUL) and Novo Nordisk A/S (Novo Nordisk) today announced topline results from a Chinese phase 2 trial of UBT251, a triple agonist of the receptors for GLP-1, GIP, and glucagon (triple G).
UBT251 is being jointly developed by TUL’s wholly-owned subsidiary, The United Bio-Technology (Hengqin) Co., Ltd. (United Biotechnology) and Novo Nordisk under an agreement signed in March 2025. United Biotechnology is responsible for development in Chinese mainland, Hong Kong, Macau and Taiwan, while Novo Nordisk is responsible for development in the rest of the world.
The trial, conducted by United Biotechnology, investigated the safety and efficacy of once-weekly injectable 2 mg, 4 mg and 6 mg doses of UBT251 compared to placebo and semaglutide 1 mg in Chinese people with type 2 diabetes. From a baseline mean glycated haemoglobin (HbA1c) of 8.12%, the highest mean HbA1c reduction observed for people treated with UBT251 was 2.16% compared to 1.77% for the semaglutide 1 mg group and 0.66% for the placebo group after 24 weeks of treatment.
From a baseline mean body weight of 80.1 kg and a mean BMI of 29.1 kg/m², the mean body weight reduction in the UBT251 groups was up to 9.8% compared with 4.8% in the semaglutide 1 mg group and 1.4% in the placebo group1.
Moreover, UBT251 showed improvements relative to placebo on key secondary endpoints, including waist circumference, blood pressure and lipids. The safety and tolerability profile of UBT251 appeared consistent with what has been observed in other clinical trials with triple-G agonists.
"The success of the phase 2 trial for UBT251 in Chinese patients with type 2 diabetes marks a significant milestone in the innovative development of TUL,” remarked Mr Tsoi Hoi Shan, Chairman of TUL. "We will fully advance the phase 3 trial in China, committed to providing superior treatment options for patients worldwide.”
“Following the recent positive read-out of phase 2 data in people with overweight or obesity, we are encouraged to see the results of this trial, which also demonstrate the potential of UBT251 in a type 2 diabetes population,” said Martin Holst Lange, executive vice president, chief scientific officer and head of Research and Development at Novo Nordisk. “Novo Nordisk will initiate a global phase 2 trial with UBT251 in people with type 2 diabetes later this year, and we are already conducting a global phase 2 trial in weight management that will read out next year.”
Novo Nordisk’s recently initiated global phase 1b/2a trial is investigating the safety, tolerability, pharmacokinetics and pharmacodynamics of different doses of UBT251 for up to 28 weeks in around 330 people living with overweight or obesity. Topline data from that trial is expected in 2027. Novo Nordisk expects to initiate the global phase 2 trial with UBT251 in people with type 2 diabetes in the second half of 2026.
United Biotechnology will present detailed data from the Chinese phase 2 trial at a medical congress later this year. Based on the results of this trial, the company is planning to initiate two phase 3 trials in Chinese patients with type 2 diabetes.
https://www.jacc.org/doi/10.1016/j.jacc.2025.12.071
Novo Nordisk A/S: Awiqli® approved in the US, the first and only once-weekly basal insulin treatment for adults with type 2 diabetes
2026-03-27 00:36:45
- Awiqli® (insulin icodec-abae) injection is the first-ever once-weekly basal insulin approved by the FDA
- Awiqli® offers adults with type 2 diabetes an alternative to daily basal insulin injections, reducing these injections from seven to one per week
- Novo Nordisk expects to launch Awiqli® nationwide in the US in the second half of 2026.
Bagsværd, Denmark, 27 March 2026 – Novo Nordisk today announced that the US Food and Drug Administration (FDA) has approved Awiqli® (insulin icodec-abae) injection 700 units/mL, the first and only once-weekly, long-acting basal insulin, indicated as an adjunct to diet and exercise to improve glycaemic control (blood sugar) in adults living with type 2 diabetes. The approval offers the only once‑weekly basal insulin option, providing a new treatment solution that fits different patient routines and preferences for adults living with type 2 diabetes.
The approval is based on results from the ONWARDS phase 3a programme in type-2-diabetes for once-weekly Awiqli® injection, which comprises four randomised, active-controlled, treat-to-target trials in approximately 2,680 adults with uncontrolled type 2 diabetes, used in combination with a mealtime insulin or in combination with common oral anti-diabetic agents and/or GLP-1 receptor agonists. The clinical programme evaluated once-weekly Awiqli® vs daily basal insulin and demonstrated efficacy in the primary endpoint of HbA1c reduction across the ONWARDS pivotal clinical trial programme in adults with type 2 diabetes. Across ONWARDS trials, the safety profile of Awiqli® was overall consistent with the daily basal insulin class.
“The Awiqli® approval reflects Novo Nordisk’s ongoing efforts to advance healthcare innovation and strengthen support for people living with diabetes. As the first FDA-approved, once-weekly basal insulin for adults with type 2 diabetes, it offers an important new treatment option. At a time when parts of the industry are stepping back from insulin, we are reaffirming our commitment - continuing to invest in innovation, access, and supply for the millions of patients who rely on insulin every day,” said Mike Doustdar, president and CEO of Novo Nordisk.
Novo Nordisk expects to launch Awiqli® in the FlexTouch® device in the US in the second half of 2026. Awiqli® is now approved in the US, EU, and 13 additional countries, with market-specific indications for diabetes.
3 Likes
Rimelig sprøtt at selskapet verdsettes som før Ozempic kom på markedet og kontantstrømmen var noe helt annet enn idag.
2 Likes
Novo spiltta 2:1 i september 2023, men hvis vi regner oss bakover fra dagens kurs / antall aksjer (gidder ikke korrigere for valuta, obv):
Da Ozempic (virkestoffet semaglutid godkjent for type 2 diabetes) kom på markedet i desember 2017 trada Novo for rundt 160-170 DKK
Da Wegovy (virkestoffet semaglutid godkjent for rent vekttap) kom på markedet i 2021 trada Novo for rundt 250 DKK
Historien er jo i korte trekk at noen oppdaga at de (i motsetning til tidligere t2d medisiner som liraglutid) faktisk mistet betydelig med vekt, så da wegovy ble godkjent så var det jo bare the “sky is the limit” og “Novo eier fremtiden” eller “prisene på disse medisinene kommer til å holde seg sånn her 4eva” hele veien opp til 1000 DKK.
Problemet til Novo er at de ikke eide framtiden.
Eli Lilly fikk godkjent tirzepatide i t2d (som Mounjaro) i mai 2022, og så i rent vekttap (som Zepbound) i november 2023.
Og Novo? Kuker fortsatt rundt med å lage noe som slår tirzepatide i t2d og vekttap.
Når Novos next gen shit kommer på markedet så er det 4-5 aktører der med trolig matchende og tilsvarende produkter der.
Novo eide fremtiden en liten stund. Og så vasket de framtiden avgårde ut skottene på skuta si, fordi de ikke skjønte at dette ville bli et “arms race”. Sett fra ettertiden fremstår som nesten helt utrolig at de ikke en gang hedga litt med å bare reverse-engineere en tirzepatide aktig sak (targete GLP1/GIP sammen). Vet ikke helt hva det er, en historie om “hovmod står før fall”? De trodde de skulle slå tirzepatide hands down med CagriSema. Det gjorde de ikke. Og det virker ikke helt som de har tatt inn over seg hvor fremtidens fedmemarked skal.
Novo blir investerbart det øyeblikket de får dette på plass i løpet av i nær framtid:
En ikke-peptid small molecule pille som kan konkurrere nedover i prissjiktene mot Lillys orforglipron
En GLP1/GIP (eller noe annet) kombo som i hvert fall kan matche tirzepatide på toleranse / efficacy.
Slik situasjonen er i dag, så kommer de bare til å fortsette å tape markedsandeler til LLY, dessverre.
2 Likes
De har helt klart gjort katastrofale valg rundt prosessen du forklarer, men selskapets inntjening per idag er helt annerledes enn da de sist var priset likt, selv justert for inflasjon. PE på ~10 vel nå, aksjen begynner å lukte veldig godt men psykologien rundt selskapet nå er såpass pessimistisk at jeg tror nok man kan vente enda litt til med å laste.
2 Likes
Altså, Novo har fortsatt potensiale her til å bli det neste Kodak.
Men jeg tror (fortsatt) de finner retningen.
Etter hvert.
Venter med å investere (igjen) til jeg kan se at ledelsen har lasta skuta med drugs som kan konkurrere i nær fremtid (typ 2028) + at de har fiksa kompasset, så de skjønner hvor de skal.
Enig. Men selv om all medieoppmerksomhet er på slankemedisin og dreining til slankepiller, så har Novo solid inntjening og andre ben å stå på, blir ikke sjokkert om de gjenopptar tilbakekjøp eller styrker utbytteandeler, men som du sier, hvordan de går videre innen vekttap blir hva som avgjør evt. når/hvor mye man burde handle Novo. Men den lukter bedre og bedre uke for uke nå.
Så lenge de kan være best i klassen på pillen så er fortsatt god utfallsrom slik jeg ser det. Se for deg pillen i USA + Europa + Sør-Amerika + Afrika og Asia. Trenger ikke ha så mye injeksjoner egentlig, så lenge de klarer å ha kapasitet og markedsfører pillen kan det bli mer enn nok vekst.
Se bare hvor vill launchen i USA har vært, klarer man det samme i disse områdene så må jo dette bli rått
Blir spennende å se hvordan dette grepet funker:
5 Likes
Novo Nordisk CEO Mike Doustdar said the Wegovy pill had generated more than 600,000 prescriptions since its launch two months ago, with telehealth partnerships accelerating uptake.
2 Likes
De skal i det minste få litt skryt for denne lanseringen, så får vi se om strategien er riktig når tall skal presenteres
EDIT: Er vel greit å være obs på at Eli Lilly sin oral er forventet godkjent rett over påske (ser mange nevner 10.april) så da skal vel NOVO falle 10-12%
3 Likes
Skal egentlig bli veldig spennende å se markedsopptaket av denne, så lenge den er prisa tilnærma likt oral wegovy. På papiret dårligere efficacy (men kan tas når som helst da) og mer bivirkninger. Kommer orfo til å få et dårlig rykte? Blir det Lillys little shitty-pill? Og så finnes det jo en off chance her for at det dukker opp noen merkelige sjeldne bivirkninger som fase III forsøkene ikke har avdekket. Tror vi fortsatt er på under 10000 pers. totalt som har fått orfo. Oral wegovy var alltid safe sånn sett pga rybelsus (14mg sema oralt for diabetes).
1 Like
Ja, blir spennende. Ser også noen twitter hoder spekulerer i at det er derfor Lly kuttet ut 45mg fra fase 3 studiene (som leverte høyeste vektnedgang i fase 2), men er vel mest sannsynlig bare pga høy discontinuation
1 Like