Hims Launches Compounded Semaglutide Pill Amid Regulatory Scrutiny
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1h ago
0mins
Should l Buy HIMS?
Source: Yahoo Finance
- Launch of Compounded Drug: On February 5, 2026, Hims announced the launch of a compounded semaglutide pill priced starting at $49, aimed at meeting the growing consumer demand for prescription weight loss medications, despite strong opposition and potential legal action from Novo Nordisk.
- FDA Approval vs. Compounded Distinction: Hims clarifies that its compounded products have not undergone FDA evaluation for safety and effectiveness, a critical distinction for consumers when choosing weight loss treatment options, highlighting the regulatory differences between FDA-approved and compounded medications.
- Rise of Telehealth Platforms: As consumer interest in telehealth-based weight loss treatments increases, Hims' service allows users to obtain prescriptions through online consultations, a convenience that may drive more individuals to opt for this treatment method, although not all states offer this service.
- Increased Market Transparency: Hims publicly discloses service details, including the availability of FDA-approved GLP-1 medications and compounded options, aiding consumers in making informed decisions about weight loss plans, reflecting the company's commitment to market transparency.
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Analyst Views on HIMS
Wall Street analysts forecast HIMS stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for HIMS is 42.88 USD with a low forecast of 29.00 USD and a high forecast of 85.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
12 Analyst Rating
2 Buy
7 Hold
3 Sell
Hold
Current: 24.400
Low
29.00
Averages
42.88
High
85.00
Current: 24.400
Low
29.00
Averages
42.88
High
85.00
About HIMS
Hims & Hers Health, Inc. provides a consumer-first platform, which helps customers to fulfill their health and wellness needs. Its platform includes access to a provider network, a clinically focused electronic medical record system, digital prescriptions, cloud pharmacy fulfillment, and personalization capabilities. Its digital platform enables access to treatments for a range of chronic conditions, including those related to sexual health, hair loss, dermatology, mental health, and weight loss. It connects patients to licensed healthcare professionals who can prescribe medications when appropriate and prescriptions are fulfilled online through licensed pharmacies on a subscription basis. It also offers access to a range of health and wellness products designed to meet individual needs, which can include curated prescription and non-prescription products. Through its mobile applications, consumers can access a range of educational programs, wellness content, and other services.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Hims Launches Compounded Semaglutide Pill Amid Regulatory Scrutiny
- Launch of Compounded Drug: On February 5, 2026, Hims announced the launch of a compounded semaglutide pill priced starting at $49, aimed at meeting the growing consumer demand for prescription weight loss medications, despite strong opposition and potential legal action from Novo Nordisk.
- FDA Approval vs. Compounded Distinction: Hims clarifies that its compounded products have not undergone FDA evaluation for safety and effectiveness, a critical distinction for consumers when choosing weight loss treatment options, highlighting the regulatory differences between FDA-approved and compounded medications.
- Rise of Telehealth Platforms: As consumer interest in telehealth-based weight loss treatments increases, Hims' service allows users to obtain prescriptions through online consultations, a convenience that may drive more individuals to opt for this treatment method, although not all states offer this service.
- Increased Market Transparency: Hims publicly discloses service details, including the availability of FDA-approved GLP-1 medications and compounded options, aiding consumers in making informed decisions about weight loss plans, reflecting the company's commitment to market transparency.
See More
Hims Launches Compounded Semaglutide Weight Loss Pill Amid Legal Threats
- New Drug Launch: On February 5, 2026, Hims announced the launch of a compounded semaglutide pill aimed at meeting rising weight loss demands, despite strong opposition and potential legal threats from Novo Nordisk, highlighting intense market competition.
- Rising Market Demand: As consumer interest in telehealth-based weight loss treatments grows, Hims' disclosures about its GLP-1 weight loss service provide users with more options, reflecting the significance of telehealth platforms in the weight loss medication sector.
- Regulatory Differences: Hims' compounded medications have not undergone FDA evaluation for safety and efficacy, necessitating consumer caution and a clear understanding of the critical distinctions between FDA-approved and compounded drugs to make informed decisions.
- Pricing Transparency: The starting price for Hims' compounded semaglutide pill is reported at $49, attracting consumers seeking weight loss medications through telehealth, though specific costs and eligibility vary by plan, requiring consumers to check for the latest information directly.
See More
Hims Launches Compounded Semaglutide Pill Amid FDA Warnings
- FDA Warning: FDA Commissioner stated that swift action will be taken against illegal copycat drugs, emphasizing that unapproved medications cannot verify their quality and safety, which may expose Hims to legal and regulatory risks, impacting its market reputation.
- Stock Plunge: Shares of Hims & Hers Health Inc. fell 10% in after-hours trading and nearly 4% during regular trading, marking the fifth consecutive day of losses and hitting the lowest level in over 14 months, reflecting market concerns over its new product.
- Legal Pushback: Novo Nordisk strongly opposed Hims' compounded Semaglutide pill, labeling it as an illegal unapproved drug and planning legal action to protect its intellectual property and patient safety, which could further escalate Hims' legal pressures.
- Market Reaction: Despite facing criticism from the FDA and Novo, Hims claimed on social media that its services have helped nearly 2.5 million customers, emphasizing the value of its personalized healthcare approach in an effort to counteract negative impacts.
See More
Amazon Enters GLP-1 Drug Market, Competing with Pharma Giants
- Intensifying Market Competition: Pharmaceutical giants Eli Lilly and Novo Nordisk are competing in the GLP-1 drug space, particularly as Novo Nordisk is set to regain market share by launching the oral version of Wegovy in 2026, which could shift overall market dynamics.
- Amazon's Market Opportunity: Amazon has begun selling the oral version of Wegovy, with monthly costs as low as $25 for insured customers and $149 for uninsured ones, positioning itself to capture significant retail market share due to its vast customer base and convenient purchasing options.
- Shifting Consumer Preferences: The introduction of oral GLP-1 drugs is expected to encourage more consumers to try these medications for weight loss, driving overall demand and benefiting all companies involved in this sector.
- Impact on Competitive Landscape: Companies like Hims & Hers, WW International, and GoodRx face tough competition, especially as GLP-1 drugs gain popularity; Amazon's 200 million Prime members provide it with a substantial advantage in the e-commerce space, potentially leading to a decline in market share for other competitors.
See More
Amazon's Q4 Earnings Miss Expectations, Shares Plunge
- Earnings Decline: Amazon's Q4 earnings report revealed that revenue missed expectations, leading to a more than 11% plunge in shares during after-hours trading, indicating market concerns about its future growth prospects.
- Surging Capital Expenditure: The company projected a capital expenditure of $200 billion for 2026, significantly exceeding analysts' expectations of $146.6 billion, and notably higher than Alphabet's projected range of $175 billion to $185 billion, highlighting the fierce competition among Big Tech in the AI sector.
- Market Reaction: Concerns over AI's impact on software company valuations contributed to a 1.59% drop in the Nasdaq Composite, while the S&P 500 and Dow Jones Industrial Average fell by 1.23% and 1.2%, respectively, reflecting diminished investor confidence in tech stocks.
- Layoff Data: U.S. layoffs in January reached their highest level since 2009, totaling 108,435, a 118% increase year-over-year, further exacerbating market anxiety and signaling signs of an economic slowdown.
See More
U.S. Layoffs Hit Highest Level Since 2009 in January
- Surge in Layoffs: According to Challenger, Gray & Christmas, U.S. layoffs in January reached 108,435, marking a 118% increase year-over-year and a 205% rise from December 2025, indicating significant pressure on the job market that could impact consumer spending and overall economic growth.
- Tech Stock Sell-off: Amazon's shares plummeted over 11% in after-hours trading following a disappointing fourth-quarter earnings report, with concerns over its projected $200 billion capital expenditure, which far exceeds analysts' estimates of $146.6 billion, reflecting investor unease about Big Tech's spending on AI pursuits.
- Poor Market Performance: The S&P 500 dropped 1.23% on Thursday, placing it in negative territory for 2026, while the Nasdaq Composite fell 1.59% due to widespread declines in tech stocks, highlighting market concerns regarding the future of the technology sector.
- Legal Action Threat: Novo Nordisk announced plans to take legal action against Hims & Hers after the telehealth provider revealed intentions to launch a cheaper $49 copycat version of its Wegovy weight-loss pill, significantly undercutting Novo's $149 price point, which could pressure Novo's market share and profits.
See More
Hims Launches Compounded Semaglutide Pill Amid Regulatory Scrutiny
- Launch of Compounded Drug: On February 5, 2026, Hims announced the launch of a compounded semaglutide pill priced starting at $49, aimed at meeting the growing consumer demand for prescription weight loss medications, despite strong opposition and potential legal action from Novo Nordisk.
- FDA Approval vs. Compounded Distinction: Hims clarifies that its compounded products have not undergone FDA evaluation for safety and effectiveness, a critical distinction for consumers when choosing weight loss treatment options, highlighting the regulatory differences between FDA-approved and compounded medications.
- Rise of Telehealth Platforms: As consumer interest in telehealth-based weight loss treatments increases, Hims' service allows users to obtain prescriptions through online consultations, a convenience that may drive more individuals to opt for this treatment method, although not all states offer this service.
- Increased Market Transparency: Hims publicly discloses service details, including the availability of FDA-approved GLP-1 medications and compounded options, aiding consumers in making informed decisions about weight loss plans, reflecting the company's commitment to market transparency.
See More
Hims Launches Compounded Semaglutide Weight Loss Pill Amid Legal Threats
- New Drug Launch: On February 5, 2026, Hims announced the launch of a compounded semaglutide pill aimed at meeting rising weight loss demands, despite strong opposition and potential legal threats from Novo Nordisk, highlighting intense market competition.
- Rising Market Demand: As consumer interest in telehealth-based weight loss treatments grows, Hims' disclosures about its GLP-1 weight loss service provide users with more options, reflecting the significance of telehealth platforms in the weight loss medication sector.
- Regulatory Differences: Hims' compounded medications have not undergone FDA evaluation for safety and efficacy, necessitating consumer caution and a clear understanding of the critical distinctions between FDA-approved and compounded drugs to make informed decisions.
- Pricing Transparency: The starting price for Hims' compounded semaglutide pill is reported at $49, attracting consumers seeking weight loss medications through telehealth, though specific costs and eligibility vary by plan, requiring consumers to check for the latest information directly.
See More
Hims Launches Compounded Semaglutide Pill Amid FDA Warnings
- FDA Warning: FDA Commissioner stated that swift action will be taken against illegal copycat drugs, emphasizing that unapproved medications cannot verify their quality and safety, which may expose Hims to legal and regulatory risks, impacting its market reputation.
- Stock Plunge: Shares of Hims & Hers Health Inc. fell 10% in after-hours trading and nearly 4% during regular trading, marking the fifth consecutive day of losses and hitting the lowest level in over 14 months, reflecting market concerns over its new product.
- Legal Pushback: Novo Nordisk strongly opposed Hims' compounded Semaglutide pill, labeling it as an illegal unapproved drug and planning legal action to protect its intellectual property and patient safety, which could further escalate Hims' legal pressures.
- Market Reaction: Despite facing criticism from the FDA and Novo, Hims claimed on social media that its services have helped nearly 2.5 million customers, emphasizing the value of its personalized healthcare approach in an effort to counteract negative impacts.
See More
Amazon Enters GLP-1 Drug Market, Competing with Pharma Giants
- Intensifying Market Competition: Pharmaceutical giants Eli Lilly and Novo Nordisk are competing in the GLP-1 drug space, particularly as Novo Nordisk is set to regain market share by launching the oral version of Wegovy in 2026, which could shift overall market dynamics.
- Amazon's Market Opportunity: Amazon has begun selling the oral version of Wegovy, with monthly costs as low as $25 for insured customers and $149 for uninsured ones, positioning itself to capture significant retail market share due to its vast customer base and convenient purchasing options.
- Shifting Consumer Preferences: The introduction of oral GLP-1 drugs is expected to encourage more consumers to try these medications for weight loss, driving overall demand and benefiting all companies involved in this sector.
- Impact on Competitive Landscape: Companies like Hims & Hers, WW International, and GoodRx face tough competition, especially as GLP-1 drugs gain popularity; Amazon's 200 million Prime members provide it with a substantial advantage in the e-commerce space, potentially leading to a decline in market share for other competitors.
See More
Amazon's Q4 Earnings Miss Expectations, Shares Plunge
- Earnings Decline: Amazon's Q4 earnings report revealed that revenue missed expectations, leading to a more than 11% plunge in shares during after-hours trading, indicating market concerns about its future growth prospects.
- Surging Capital Expenditure: The company projected a capital expenditure of $200 billion for 2026, significantly exceeding analysts' expectations of $146.6 billion, and notably higher than Alphabet's projected range of $175 billion to $185 billion, highlighting the fierce competition among Big Tech in the AI sector.
- Market Reaction: Concerns over AI's impact on software company valuations contributed to a 1.59% drop in the Nasdaq Composite, while the S&P 500 and Dow Jones Industrial Average fell by 1.23% and 1.2%, respectively, reflecting diminished investor confidence in tech stocks.
- Layoff Data: U.S. layoffs in January reached their highest level since 2009, totaling 108,435, a 118% increase year-over-year, further exacerbating market anxiety and signaling signs of an economic slowdown.
See More
U.S. Layoffs Hit Highest Level Since 2009 in January
- Surge in Layoffs: According to Challenger, Gray & Christmas, U.S. layoffs in January reached 108,435, marking a 118% increase year-over-year and a 205% rise from December 2025, indicating significant pressure on the job market that could impact consumer spending and overall economic growth.
- Tech Stock Sell-off: Amazon's shares plummeted over 11% in after-hours trading following a disappointing fourth-quarter earnings report, with concerns over its projected $200 billion capital expenditure, which far exceeds analysts' estimates of $146.6 billion, reflecting investor unease about Big Tech's spending on AI pursuits.
- Poor Market Performance: The S&P 500 dropped 1.23% on Thursday, placing it in negative territory for 2026, while the Nasdaq Composite fell 1.59% due to widespread declines in tech stocks, highlighting market concerns regarding the future of the technology sector.
- Legal Action Threat: Novo Nordisk announced plans to take legal action against Hims & Hers after the telehealth provider revealed intentions to launch a cheaper $49 copycat version of its Wegovy weight-loss pill, significantly undercutting Novo's $149 price point, which could pressure Novo's market share and profits.
See More
