Hims & Hers Pivots Strategy with Branded Weight-Loss Drugs

Hims & Hers shifts to FDA-approved weight loss drugs via Novo Nordisk partnership, supported by strong 2025 revenue growth of 59% to $2.35B.

In a significant strategic shift within the U.S. weight management sector, telehealth provider Hims & Hers is moving away from compounded GLP-1 medications. The company will now center its offerings around FDA-approved branded drugs, including Ozempic and Wegovy. This change follows a new partnership with pharmaceutical giant Novo Nordisk, which emerged from a recently settled legal dispute.

Financial Performance Provides Strong Foundation

The company's strategic pivot is supported by robust financial results. For the full year 2025, Hims & Hers reported revenue of $2.35 billion, representing substantial growth of 59 percent. In the fourth quarter alone, sales reached $617.8 million, a 28.4 percent increase compared to the same period the prior year. The firm's subscriber base also demonstrated strong momentum, surpassing 2.5 million members by the close of the year.

Details of the Novo Nordisk Partnership

The collaboration with Novo Nordisk enables Hims & Hers to integrate semaglutid-based products directly into its digital healthcare platform. This integration will make Ozempic injections in various dosages, along with both tablet and injectable forms of Wegovy, available through its service. Existing customers currently using compounded alternatives will be transitioned to these FDA-approved options, provided such a switch is deemed clinically appropriate.

Compounded medications will be retained only under exceptional circumstances—specifically, when a prescribing physician determines they are medically necessary and no approved drug meets a patient's specific requirements.

Platform Expansion and Executive Appointment

Alongside this pharmaceutical shift, Hims & Hers continues to broaden its platform capabilities. Its new "Labs" feature allows users to track health metrics and access physician-developed action plans. The company has also incorporated an early detection test for several types of cancers.

Reflecting the increased regulatory and media scrutiny surrounding obesity medications, Hims & Hers appointed Kathryn Beiser as its new Chief Communications Officer on March 11, 2026. This move signals the company's proactive approach to managing its public and regulatory profile.

By abandoning compounded GLP-1 preparations, Hims & Hers is decisively repositioning itself. The move distances the company from the regulatory gray area of custom formulations and toward a fully sanctioned product portfolio, backed by the substantial partnership with Novo Nordisk.