The compounding cliff: what Hims & Hers' $92M Q1 loss says about peptide access

· Pharma · Pharma Desk

With the FDA formally ending the GLP-1 shortage, Hims & Hers is pivoting from compounded semaglutide/tirzepatide to branded LillyDirect and Novo channels — a live case study in how a single regulatory ruling rewrites peptide economics overnight.

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