Peptide News Digest

#Annual-Meeting

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Hims & Hers Annual Meeting June 11: $2.35B 2025 Revenue, 2.5M+ Subscribers, GLP-1 Pivot to Lilly Foundayo and Novo Wegovy

Hims & Hers' proxy report ahead of the June 11 virtual annual meeting shows 2025 revenue at $2.35 billion (up 59%), 2.5 million-plus subscribers, $318 million adjusted EBITDA, and $300 million operating cash flow. The company's GLP-1 pivot now leans on the Lilly tie-up (Zepbound vials and KwikPens, plus Foundayo via LillyDirect; Bank of America lifted its price target to $32) and the renewed Novo Nordisk partnership for branded Wegovy. The compounded-semaglutide business is winding down ahead of the FDA 503B exclusion that becomes effective after the June 29 comment window closes.

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ASCO 2026 Embargoed Virtual Press Briefing Today 3:30-5:00 PM ET — Late-Breaking Abstracts Pre-Meeting Reveal Ahead of Saturday May 30 Presentations

ASCO holds its embargoed virtual press briefing for credentialed media today Tuesday May 26 from 3:30-5:00 PM ET. The briefing previews Late-Breaking Abstracts (LBAs) being presented Saturday May 30 at the Annual Meeting opening Friday May 29 in Chicago. LBA embargoes lift at 7:00 AM CT / 8:00 AM ET on the day of scientific presentation. Notable previewed material includes Abstract 3143 (the 12,112-patient real-world GLP-1 cancer metastasis analysis), the ARACOG (AFT-47) randomized clinical trial on cognitive effects of darolutamide vs enzalutamide, and additional peptide-oncology data from the previously-announced cohort. The May 26 briefing is the first formal media-access opportunity for LBA data and feeds directly into Wednesday-Thursday cycle press coverage that bridges into the meeting opening Friday.