Hims & Hers Fulfilled 125,000 Wegovy Shipments in Six Weeks Since Novo Nordisk Branded Deal Went Live March 26
Hims & Hers disclosed in post-Q1 commentary picked up by Stocktwits and Yahoo Finance that the company has fulfilled approximately 125,000 Wegovy shipments since the Novo Nordisk branded-distribution partnership activated on March 26, 2026 — roughly 21,000 per week in operational terms. The volume signals materially stronger Wegovy uptake through the Hims platform than the Q1 print's $608M revenue figure suggested, with most of the contribution landing in Q2 books. Subscriber count held at 2.6M (+9% YoY), monthly average revenue per subscriber dropped to $80 from $85 on the product-mix shift, and full-year guidance was raised to $2.8-3.0B revenue. Deutsche Bank's George Hill trimmed his target to $25 from $28 (Hold). The 'Netflix of healthcare' framing from major investor Cathie Wood persists despite the post-print drop; HIMS shares partially recovered to $29.14 in early-week trading.